U.S. exempts Iran from sanctions, crude oil falls! BTC flash crashed and liquidated 500 million, micro-strategy spent another 2 billion to buy the pie, giant whales bucked the trend and bought more than 300 million US dollars, SpaceX’s on-chain valuation exceeded 2.4 trillion, Goldman Sachs cleared SOL ETF

Original author：今日币圈快讯

Original source：https://www.youtube.com/embed/Vw_YNC8xNQM

1. Macroscopic thunder: The situation between the United States and Iran is turning for the better and the US-Israeli military exercises are deterring the global bond market. The US-Iran game and the oil market have reversed: Trump and Netanyahu discussed the possibility of resuming military strikes against Iran, which briefly caused market panic; but then it was reported that the United States proposed in the latest negotiation text to temporarily waive oil sanctions on Iran during the negotiations. This caused crude oil prices to fall in the short term, and gold, silver and European and American stock markets followed the trend. In addition, Iran plans to charge technology giants tolls for submarine optical cables in the Strait of Hormuz, and launched a digital marine insurance platform "Hormuz Safe" that can be settled through Bitcoin to circumvent sanctions. Global bond market storm and concerns about inflation: Along with the "Wash shock" and concerns about a rebound in inflation (the "New Bond King" warned that the US CPI will return to the prefix 4 and there is no hope of interest rate cuts), the global bond market suffered a violent sell-off. The U.S. 30-year Treasury bond yield once soared past 5.16%, and the 10-year Treasury bond yield hit 4.63%; the long-term Treasury bond yields of Germany and Japan also hit multi-year highs. Technology giants and political dynamics: The South Korean court partially approved Samsung Electronics’ injunction to prevent the union strike, resolving the production shutdown crisis and pushing Samsung’s stock price to rise against the trend. In addition, the Trump administration is reportedly exploring new corporate support models that directly hold equity stakes in key semiconductor companies such as Intel. Nvidia CEO Jensen Huang took Trump's Air Force One to China to attend the Business Leaders Summit. 2. Crypto market and giant whales: BTC flash crash triggered a liquidation of 500 million US dollars, and micro-strategy crazy buying of 2 billion US dollars. Market plunge and massive liquidation: Affected by Trump's tough remarks on Iran and the tightening of macro liquidity, Bitcoin took the lead in diving today, briefly falling below the US$77,000 mark, resulting in a liquidation of more than US$527 million across the entire network in the past hour (mainly multiple orders). The market panic index dropped sharply to 28, while the net outflow of digital asset investment products last week was as high as US$1.07 billion, recording one of the worst weekly performances this year. The Shura Field of the Long-Short Whale: Amidst the sharp decline, "Big Brother Maji"'s 25 times long Ethereum order was liquidated again. However, many super whales chose to go against the trend and buy ETH at the bottom: the mysterious whale associated with ShapeShift spent US$5.88 million to buy ETH, and the spot value of the ETH in hand has exceeded US$270 million; the BIT-associated address continued to increase its positions in the contract market, and its long ETH orders reached an astonishing 120,000 pieces (floating losses exceeded US$17.5 million); the trader Evaded also placed 10 times long ZEC and HYPE at the bottom. Institutions continue to rush for funds: Despite the overall outflow of ETF funds, Strategy (Micro Strategy) announced that it spent another $2.01 billion to purchase 24,869 Bitcoins last week at an average price of about $80,985, with its total holdings exceeding 843,000. French company Capital B has also increased its holdings of BTC reserves worth tens of millions of dollars. 3. Traditional giants and compliance dynamics: SpaceX’s on-chain valuation exceeded 2.4 trillion, Goldman Sachs restructured its crypto holdings and SpaceX detonated on-chain Pre-IPO: The decentralized derivatives platform trade.xyz officially launched SpaceX’s pre-market perpetual contract (SPCX). Only 12 hours after the transaction started, the transaction volume exceeded US$41.96 million, and the implied valuation corresponding to the disk price was as high as nearly US$2.5 trillion, far exceeding the predictions of traditional institutions, demonstrating the on-chain market's enthusiasm for pricing the "future of human civilization" and its powerful price discovery capabilities. Huge changes in the holdings of Wall Street institutions: Goldman Sachs' Q1 report showed that it has cleared all XRP and SOL spot ETFs, while reducing some Bitcoin and Ethereum ETF positions, and instead bucked the trend and massively increased its holdings of crypto company stocks such as Circle, Coinbase and Galaxy Digital. Legislative and regulatory trends: Bernstein’s analysis pointed out that the compromise provisions on stablecoin returns in the Clarity Act restricted the industry’s “revenue competition” and structurally greatly consolidated Circle’s (USDC) market leading advantage. In addition, the Bank of England and the FCA officially launched public consultation on the tokenized wholesale financial market to promote the construction of digital securities and post-trade infrastructure. South Korea reiterated that it will implement virtual asset taxation as scheduled in January 2027. 4. Copycat ecology and security incidents: Base chain AI tokens are soaring, and the Verus cross-chain bridge was robbed by hackers. The Base ecology AI track is rotating: Funds are accelerating into AI concept small market value projects on the Base chain. Among them, the AI ​​agent infrastructure aeon surged by more than 70% in 24 hours, and the decentralized GitHub project GITLAWB surged by 347% during the week to hit a new high in market value. In addition, the AI ​​settlement layer project AEON announced the completion of US$8 million in Pre-Seed financing. Frequent security alerts: The Ethereum cross-chain bridge of the Verus network was attacked by hackers, resulting in the loss of more than $11.58 million in assets. Currently, officials have urgently suspended network operations, and the hackers have shuffled the funds through Tornado Cash. In addition, the open source data visualization tool Grafana disclosed that its GitHub environment was attacked and ransomed, but it refused to pay the ransom.