Quỳnh Anh 98

April is historically considered the “BULL” month for the crypto market. Past data shows a fairly consistent growth trend for both BTC and ETH.
Here are the performance statistics of Mr. King $BTC and Ms. Hau $ETH based on historical data:

1. Bitcoin (BTC) - The king without a rival
In the past 13 years, BTC has had 8 years of price increases and only 5 years of price decreases in April.

• Average profit: About +13%.
• Impressive years: April 2013: +50%; April 2017: +28%.
• "Fail" years: 2014, 2015, 2021, 2022 and 2024
(Usually after reaching a short-term peak or due to significant macro pressure).

2. Ethereum (ETH) - Ms. Hau is even stronger

ETH has even more impressive performance than Mr. King BTC. In the last 10 years, ETH has had 6 years of growth in April.

• Average profit: About +20%.
• Impressive years: April 2018: +73.6%; April 2021: +44%.
• Decrease years: 2016, 2022, 2024 and most recently April 2025.

Why is April often “green”?

1. Tax season effect (USA): After Americans complete their tax filings by mid-April, the selling pressure to raise cash for tax payments eases, and new capital often returns to the market.

2. New quarter mentality: The start of Q2 is often accompanied by portfolio restructuring of large investment funds.

3. 2026 context: This year is particularly special because the market has just gone through a 5-6 month “bloody” period (from October 2025 to February 2026). The fact that BTC and ETH maintain the $68,000 and $2,100 levels at the beginning of April is a signal that buyers are trying to break this long-term declining curse.

Bitcoin is closing in on the $80,000 mark. Currently, BTC is trading around 78k and has solid support at the 75k price level.

A few BULL signals for the market:

• History is still on the BULL side with 8 years of gains and 5 years of losses for BTC in April over the last 13 years.

• Bitcoin ETF funds have attracted over $1.9 billion in just the past week, far surpassing the record increase of about $1.2 billion seen back in March.

• MicroStrategy has purchased nearly 53,000 BTC in less than a month and has officially surpassed BlackRock in terms of direct BTC holdings.

• The Coinbase Premium Index has maintained a positive status for 14 consecutive days. This is the longest bullish streak since BTC hit its all-time high (ATH) in October 2025, indicating that financial institutions in the US are aggressively accumulating despite geopolitical fluctuations.

• Bull Score Index: Reached its highest level in the past 6 months (level 50), showing that bullish sentiment is gradually returning after a period of accumulation.

On April 21, 2026, Justin Sun officially filed a lawsuit in federal court in California against World Liberty Financial.

Some key highlights:

• Justin Sun claims to have invested a total of around $75 million into token $WLFI and was appointed as an advisor for the project.
• Sun alleges that WLFI secretly embedded a "Blacklist" feature into the smart contract without public disclosure. Justin Sun's wallet was blacklisted since September 2025 after he executed some test trades.
• Sun accuses the WLFI team of threatening to report him to authorities for "KYC violations" if he did not continue to invest or promote the use of the project's stablecoin USD1 on the TRON network.
• The project allegedly threatened to burn all of Sun's frozen tokens if he did not accept the new terms.

The Kelp DAO incident occurred around April 18-19, 2026, and was not just a simple hack but caused a horrific bank run in DeFi.

1) Attack scenario

• The hacker successfully spoofed cross-chain messages to withdraw a total of 116,500 rsETH (accounting for about 18% of the total supply of this token).

• Immediately after stealing rsETH, the hacker brought these tokens to Aave V3 to use as collateral. Here, they borrowed high-liquidity assets such as wETH, USDT, and USDC, creating bad debts.

>>> Because rsETH had lost its actual collateral value by this time, Aave suddenly bore a bad debt estimated at around 195 million USD.

2) Chain reaction and telling numbers

• Fearing a system collapse, "whales" (including Justin Sun) withdrew billions of USD from Aave.

• Total direct losses: Approximately 293 million USD.

• DeFi TVL declined: More than 15 billion USD was withdrawn from on-chain applications in just 2 days.

• Aave: TVL dropped from 26.4 billion USD to 18.6 billion USD (losing nearly 8 billion USD). The utilization rate of the USDT/USDC pools reached 100%, meaning users could not withdraw funds as there was no liquidity left in the pool.

$RAVE chia 20 times from the peak of $28 down to $1.4 after investigator ZachXBT published the investigation in which:

• ZachXBT suspects that this manipulation behavior originates from or is supported by personnel within three major exchanges: Binance, Bitget, and Gate.

• Supply control: The top 10 wallets hold up to 98.16% of the total supply.

• Reward for "hunting news": ZachXBT initially offered $10,000 (later the community contributed to raise it to $25,000) as a reward for anyone who provides authentic evidence of the identities of the individuals behind this.

• Bitget: CEO Gracy Chen was the first to respond, confirming that the exchange has initiated an internal investigation and is committed to taking strict action if any violations are found.

The community believes that RAVE is backed by the old team of ARPA and Bella Protocol, related to Felix Xu's ZX Squared Capital, which specializes in quantitative trading and market making.

The US stock market reaches a new peak despite the unstable geopolitical situation.

1) Major indices reach record highs

• S&P 500: Officially surpasses the important psychological threshold of 7,000 points, closing up 0.26% to 7,041.28 points.
• Nasdaq: Up 0.36%, reaching 24,102 points. This is the 12th consecutive increase for Nasdaq – the longest rally since 2009.
• Dow Jones: Up 115 points (equivalent to 0.24%), closing at 48,578 points.

2) Market driving forces

• Easing geopolitical tensions: President Trump confirms positive exchanges with leaders of Middle Eastern countries.
• US interest rates: A report from UBS indicates that the Fed is still on track to cut interest rates (by about 50 basis points) by the end of this year.

3) Notable crypto news

• BTC surpasses $75,000: After a period of accumulation, Bitcoin has officially crossed this important psychological threshold.
• Real World Asset (RWA) on-chain has surpassed $300 billion. Major institutions like Morgan Stanley and Visa are ramping up asset tokenization.
• Binance updates the Binance Chat feature right within the app, allowing users to message, discuss community topics, and transfer cryptocurrency directly to each other without needing to switch apps.
• Charles Hoskinson (co-founder of Cardano) warns that the proposed improvement to Bitcoin BIP-36 could "freeze" a large amount of BTC.

The latest Beige Book report from the Federal Reserve (Fed), just released on Wednesday, April 15, 2026, shows a cautiously optimistic economic picture.

The U.S. economy continues to expand but at a "modest" pace. Among the 12 Fed districts:
• 8 districts report slight growth.
• 2 districts report little change.
• 2 districts report slight declines.

- The job market is generally stable. Most businesses are maintaining their workforce levels and are only hiring to replace vacant positions.
- The housing market is weakening due to rising mortgage rates and economic uncertainty making buyers hesitant.
- Banks: Demand for loans remains stable to slightly increased.

#BeigeBook

The US stock market recorded a booming trading session on April 14, 2026, pushing the indices close to historic highs:

• Nasdaq: Strongly increased by 1.96%. This is the 10th consecutive gain – the longest winning streak since 2021.
• S&P 500: Increased by 1.18%, currently just 0.2% away from the record peak set earlier this year.
• Dow Jones: Increased by 0.66%.

Reasons driving the market:
- Hopes for a peace agreement between the US and Iran have risen after news that negotiations may resume in Pakistan in the coming days.
- The US Producer Price Index (PPI) for March rose less than expected (only up 0.5% compared to an expectation of 1.1%).

*** However, investors are still awaiting the Fed's Beige Book report (expected to be released at 1:00 AM on April 16) for a clearer view of the health of economic regions.

Today, on April 14, 2026, in Hanoi, VPBank and OKX officially signed a strategic cooperation agreement in which:

- OKX supports technology and liquidity connection for the CAEX exchange.
- Promotes the application of blockchain in banking financial activities, focusing on enhancing security, transaction processing efficiency, and transparency.
#OKX #CAEX

Some recent pressing issues:

1) Macroeconomic news:

- The US officially blocks the Strait of Hormuz at 9:00 PM tonight according to Vietnamese time.
- The minutes of the Fed meeting indicate expectations of only a single interest rate cut in 2026.

2) Notable crypto news

- Justin Sun accused World Liberty Financial (WLF) of siphoning funds from the project, blacklisting, and freezing the tokens of this scandalous tycoon.
- $RAVE : Recorded an impressive increase of over 230% in a day, a second MYX?
- $POL (Polygon): Receiving attention from "Smart Money" due to a network upgrade that improves speed and reduces fees.
- $XRP : Experiencing a surge in trading volume and has surpassed the $1.35 mark, along with on-chain data showing a large amount of XRP withdrawn from exchanges.

Happy weekend news:

• Zero-Fee transactions: Binance has just announced a free trading offer for the spot and margin trading pair BTC/U, effective from April 17, 2026.

• Binance Wallet has integrated a feature allowing users to access Pre-IPO (stocks before going public) right in the Markets section of the app. The first round includes 5 potential asset types.

• Ethereum (ETH): Preparing for the Glamsterdam upgrade, with hopes of improving network performance in Q2 this year.

• AI Agents (ERC-8004): The community is lively discussing the role of AI Agents on-chain.

• "Buy the Dip" mentality: Many KOLs on Square are discussing whether this is a good accumulation time for April — a month that has a historical average growth of +33% for Bitcoin.

The CPI index for March 2026 in the U.S. will be announced at 19:30 tonight (April 10, 2026) according to Vietnam time.
- Expected to rise to 3.4% (compared to 2.4% of last month).
- Core CPI (YoY): Forecasted to be around 2.7% to 3.0%.

Some highlights:

- U.S. Treasury Secretary Scott Bessent publicly supports the Clarity Act, promising a clearer legal framework for digital assets in the U.S.

- XRP surpassed BTC and ETH in terms of inflow last week with a total ETF and ETP value of approximately 120 million USD.

- The Giugliano upgrade of Polygon $POL was officially completed on April 8, 2026. After the upgrade, the transaction confirmation time on the network was reduced to about 2 seconds.

The completion of Giugliano is an important milestone in Polygon's "Gigagas" roadmap, aiming for a target of 100,000 transactions per second (TPS) by the end of 2026.

- Altcoin index: $ENJ $TNSR and BLUR are going against the market with impressive gains from 30% to 48%.

Summary of some recent market movements in Crypto:

1. The explosion of TradFi Derivatives in Crypto

The trading volume of traditional derivatives (TradFi) on Binance's blockchain platform has peaked at $7.6 billion/day for gold and $6.4 billion for silver.

2. Real World Asset (RWA) trend

Market size: The total value of tokenized real-world assets (RWA) on-chain has surpassed $27.6 billion, with U.S. government bonds accounting for nearly half ($12.78 billion).

New feature: Binance has just launched an automatic investment (Recurring) feature for tokenized securities through partner Ondo, allowing users to accumulate traditional assets directly on the crypto app.

3. AI token trend

Tokens related to AI such as: $FET and $TAO are showing a "decoupling" from the overall market trend with a growth of 30% this month thanks to the development of AI Agents.

#RWA #AITokens

Freedom of Money reveals many previously undisclosed details about FTX.

1. The strange "hot loan" call from Sam Bankman-Fried (SBF)
The most shocking detail is that SBF directly called CZ just a few days before FTX filed for bankruptcy. CZ describes SBF asking to borrow an enormous amount (around several billion USD) with an extremely calm demeanor, as if it were just a small transaction. CZ shared that at that moment he realized FTX was not just lacking liquidity but was in fact completely hollow.

2. Modern Ponzi scheme
@CZ reveals that when the Binance team began the due diligence process to acquire FTX, they discovered that the financial structure of FTX and Alameda Research was identical to a "Ponzi scheme."
He describes the shock of the Binance technical team when they saw how FTX used FTT tokens as collateral to borrow money from its own users.

3. Ignored warnings
In the book, CZ quotes some internal messages showing that he tried to offer advice to SBF on risk management many months prior, but SBF often responded with arrogance or shifted the topics to political donations.

The memoir not only recounts events but also illustrates how CZ explains the governance philosophy at Binance — prioritizing the transparency of the proof of reserves to avoid repeating the FTX tragedy.
#freedomofmoney #cz #Binance #SBF #FTX

The US Futures market this morning (04/08/2026) is booming strongly, reacting extremely positively to information about a temporary ceasefire agreement in the Middle East.

Below are the key numbers and developments:

1. US Futures Index
• Nasdaq 100 Futures: Leading the increase with a rise of 2.7%.
• S&P 500 Futures: Strongly up by 2.2%.
• Dow Jones Futures: Up about 2%.

2. Reasons driving the increase
• 2-week ceasefire: President Trump agreed to postpone military plans with Iran for 2 weeks.
• Freedom of navigation: Iran stated that it would allow safe passage for vessels through the Strait of Hormuz during this time.

3. Developments of related assets
• Oil Price: Plummeting without brakes. WTI oil dropped nearly 19% to around 95 USD/barrel.
• Bond Yields: The yield on 10-year US Treasury bonds fell to 4.24%.
• Gold: Strongly increased to 4,858 USD/ounce.
• Bitcoin: Strongly increased to $72,800 and is currently trading around $71,300.

4. Spillover effects
The positive Futures market has led to a boom in markets that opened earlier:

• Asian stocks: The Nikkei 225 index (Japan) rose over 4% and Kospi (South Korea) surged up to 6% in this morning's session.
• European stocks: Futures contracts in this region are also forecasting an opening increase of about 5%.

The US stock market is entering a cautious trading session with a slight downward trend, in which:
• S&P 500 decreased by 0.75%
• Dow Jones decreased by 0.74%
• Nasdaq decreased by 1.18%

The fact that the Nasdaq index has fallen more than other indices indicates that capital is temporarily withdrawing from high-risk assets to seek safe havens ahead of the G hour (7:00 AM Vietnam time).

Bitcoin $BTC is trading around $68,000. A new price gap (CME Gap) has formed in the range of $67,180 - $67,560, which traders often consider a "magnet" attracting price in the short term.

Update on the negotiations to reopen the Strait of Hormuz between the US and Iran today, April 6, 2026:

1. Ultimatum from President Trump
President Donald Trump has set a deadline requiring Iran to reopen the Strait of Hormuz.
• Deadline: Initially set for 10 days, but on Sunday (April 5), he extended it by an additional 20 hours. The current decisive moment is scheduled for 8:00 PM ET on Tuesday (7:00 AM Wednesday, April 8, VN time).
• Warning: If negotiations fail, the US and Israel are prepared with a plan for large-scale airstrikes on Iran's civilian, energy, and power infrastructure.

2. 45-day negotiation process
Mediators from Pakistan, Egypt, and Turkey are working to promote a two-phase agreement:
• Phase 1: A 45-day ceasefire to de-escalate the conflict.
• Phase 2: Negotiating a long-term agreement that includes Iran fully reopening the Strait of Hormuz and addressing uranium stockpiles.
• Communication channel: Currently, Iranian Foreign Minister Abbas Araghchi and US envoy Steve Witkoff are communicating indirectly through Pakistan.

3. Firm response from Iran
Although considering the proposal, Iran remains very resolute:
• No acceptance of a temporary ceasefire: A senior Iranian official stated that they will not reopen the Strait just to exchange for a short-term ceasefire.
• Threat of retaliation: The Islamic Revolutionary Guard Corps (IRGC) warns that if the US attacks civilian targets, they will respond "much more devastatingly" against the oil and freshwater facilities of Gulf countries.
#Hormuz #Us #Iran

The US stock market has just closed a week of trading full of volatility with mixed signals.
Here is the latest update for the futures trading session and market context:

1. Futures index movements (As of the evening of 04/05)
After the Good Friday holiday (04/03), futures contracts are showing a slight downward trend:

- S&P 500 Futures: Decreased by about 0.3%.
- Nasdaq 100 Futures: Decreased by about 0.4%, under pressure from the technology stock group.
- Dow Jones Futures: Slightly decreased by 0.2%.

2. Important economic data (March job report)
The US Labor Department has released a surprisingly large job report:

- Number of new jobs: Increased by 178,000, much higher than analysts' forecast (about 50,000).
- Unemployment rate: Decreased to 4.3% (compared to 4.4% last month).

>>> Reaction: The yield on the 10-year Treasury bond immediately surged to 4.35%. This indicates that the economy is still holding up well, but it also raises concerns that the Fed will keep interest rates high longer to control inflation.

3. Geopolitical focus and Energy
The market is being heavily influenced by developments in the Middle East:
- Oil prices: WTI crude has exceeded 111 USD/barrel and Brent reached 116 USD/barrel after President Trump's tough statements on military action against Iran.