Notícias

The Bank of England (BOE) is set to relax its proposed restrictions on stablecoin holdings following criticism from the digital asset industry, according to the Financial Times. The BOE's initial plan included a cap of 20,000 pounds ($27,000) per coin and a requirement for at least 40% of stablecoin-backing assets to be deposited with the central bank. Sarah Breeden, deputy governor for financial stability, acknowledged the measures might have been 'overly conservative' and expressed openness to alternative approaches. The industry argued these restrictions could hinder the U.K.'s competitiveness in the digital economy, according to CoinDesk.

The International Energy Agency (IEA) has reported that global oil markets will remain severely undersupplied through the end of the third quarter of 2026, even if the US-Iran conflict ends by early June. According to BeInCrypto, the IEA's latest report highlights a significant drop in global oil supply by 12.8 million barrels per day since the conflict began, with output from Strait of Hormuz countries down 14.4 million barrels per day from pre-war levels. The agency projects a 1.78 million bpd shortfall in 2026, reversing previous surplus estimates. A cumulative oil liquids deficit of 900 million barrels is expected by September 2026, despite a coordinated release of 400 million barrels. Demand is projected to decline by 420,000 bpd this year, exacerbating the supply shortfall.

Bullish reported a net loss of $604.9 million for the first quarter. According to NS3.AI, the company's shares dropped approximately 7.9% in pre-market trading following the earnings release.

The U.S. Senate Banking Committee is set to review the CLARITY Act today at 10:30 a.m. Eastern Time (UTC+8 22:30). According to Foresight News, this committee approval is the final step before the act is presented to the full Senate for consideration.

Societe Generale analyst Kit Juckes has indicated that the British pound may weaken against the U.S. dollar if upcoming U.S. economic data is strong and political concerns in the UK intensify. According to Jin10, Juckes noted that robust U.S. retail sales and higher-than-expected import and export prices could further limit the market's expectations for the Federal Reserve's ability to cut interest rates. He stated, "The pound is currently holding relatively steady despite rising political uncertainty, but ongoing political news shocks could easily push the exchange rate back to this year's low of around $1.32." Juckes also mentioned market concerns that UK Prime Minister Keir Starmer might face a leadership challenge following the Labour Party's poor performance in last week's local elections.

BloFin Research has highlighted potential liquidity stress points for U.S. equities, with the S&P 500 crossing the 7,400 mark and a possible SpaceX IPO in summer 2026. According to NS3.AI, the analysis referenced Cboe data, which shows a put/call ratio of 0.53 in single-stock options compared to 1.31 for SPY and 1.32 for QQQ. The report suggests that Bitcoin might react before U.S. stocks in a broader market unwind.

The S&P 500 has crossed the 7,400 mark for the first time, reflecting a 27% increase over the past year, according to BeInCrypto. This surge is driven by a narrow rally, with AI-related stocks at the forefront. Meanwhile, SpaceX is preparing for an IPO, potentially in summer 2026, with valuations speculated to reach trillion-dollar levels. The options market shows a divergence, with individual stock call volumes nearly double put volumes, while index-level puts are more active than calls. This suggests a shift in risk appetite, with broader hedging demand rising. Crypto markets, having already experienced a leverage reset, may react first to any equity correction.

U.S. Treasury Secretary Bessent has indicated that the upcoming months may witness a period of heightened inflation. According to ChainCatcher, Bessent expects this surge to last for one to two months before inflation begins to decline. This forecast comes amid ongoing discussions about economic stability and inflationary pressures.

Deputy Governor Sarah Breeden stated that the Bank of England is "looking very hard" at re-examining its proposed stablecoin regulations, according to The Block. This review comes as the central bank seeks to ensure that its regulatory framework remains robust and effective in the rapidly evolving digital currency landscape. The move highlights the importance of stablecoins in the financial system and the need for comprehensive oversight to maintain stability and protect consumers.

Binance Blog published a new article, revealing insights into the growing connection between traditional finance and digital assets. The discussion, featuring BlackRock COO Rob Goldstein and Binance CFO Kaiser Ng, highlighted the increasing integration of traditional finance with Web3 through tokenization, digital wallets, and institutional infrastructure. The article emphasized that the future of finance is unlikely to be a complete replacement of one system by another but rather a bridge between traditional portfolios and digital assets.
The conversation underscored the significance of tokenization in transforming capital markets. Goldstein noted that BlackRock's strategy is to bridge the gap between capital markets and the digital-asset universe, providing exposure to digital assets in a BlackRock-quality manner. This approach reflects a broader trend where traditional finance and digital-asset infrastructure are no longer separate entities. The focus is now on how these systems can connect effectively and which institutions can facilitate this connection.
Tokenization offers a promising opportunity to make financial products more accessible, efficient, and cost-effective. Goldstein highlighted the potential of tokenization to address inefficiencies in the current financial infrastructure, such as fund distribution, settlement cycles, and cross-border access. By making assets more programmable and usable across platforms, tokenization can create new forms of collateral, liquidity, and access for users within digital financial ecosystems.
Looking ahead to 2030, the article explored the potential growth of tokenization. While the current tokenized asset market is small compared to global capital markets, there is significant room for expansion. The pace of adoption will depend on the maturation of regulation, institutional-grade custody, secondary-market liquidity, and distribution. Binance Research's scenario analysis projects a wide range of outcomes, with the potential market size of tokenized real-world assets reaching between $1.4 trillion and $25.7 trillion.
Binance's role in this transformation is crucial. With its extensive user base, liquidity, and infrastructure, Binance is well-positioned to facilitate the adoption of tokenized assets. Goldstein emphasized Binance's importance in providing a better, faster, and cheaper value proposition, helping to implement and explain technology to a broad audience. As tokenization evolves from a concept to a functioning market, Binance aims to build bridges between crypto-native users and traditional institutions.
The article also touched on the convergence of digital assets and artificial intelligence, suggesting that digital tools and rails may become integral to the financial layer enabling AI agents to operate in the real economy. For Binance, this convergence represents the next phase of growth, expanding beyond crypto trading to encompass digital finance, portfolio management, and AI-enabled financial tools. The conversation between Goldstein and Ng captured the current moment, offering a glimpse into the future financial architecture that connects traditional and digital finance.

PANews posted on X (formerly Twitter). In the context of a potential bubble in the AI market, experts suggest avoiding direct confrontation with the strongest trends. A more strategic approach involves identifying variables that could burst the bubble, such as rising interest rates and tightening liquidity. Investors should focus on assets that rely heavily on the bubble for survival but are inherently more fragile. The optimal time to act is not based on the perception of excessive growth but rather when fundamental, emotional, and trend signals collectively indicate a breakdown. In bubble scenarios, the most costly mistake is not misjudging the market but acting prematurely.

From 2018 to 2019, U.S. Federal Reserve Chair Jerome Powell faced significant challenges due to trade tensions. The U.S. government's frequent tariff increases created uncertainty for economic growth and business investment. Powell maintained a gradual interest rate hike policy to stabilize the economy while warning that higher tariffs could harm the U.S. economy. In 2019, as economic risks increased, he shifted to a preventive rate cut strategy.
In 2020, the COVID-19 pandemic led to a stock market crash and a spike in unemployment, nearing 15%. Powell responded with unprecedented measures, including rapid interest rate cuts to 0%-0.25%, open-ended quantitative easing, and emergency loan programs to support corporate and municipal financing.
Between 2021 and 2023, the U.S. faced soaring inflation, reaching a 40-year high with the PCE annual rate nearing 7% in June 2022. Powell initially adhered to the "transitory inflation" narrative, causing policy delays. Upon recognizing the misjudgment, he initiated the most aggressive rate hike cycle since the 1980s, raising rates to 5.25%-5.5% by March 2022.
In 2023, aggressive rate hikes exposed "interest rate risks," leading to the collapse of regional banks like Silicon Valley Bank. The Fed continued with a 25 basis point rate hike to control inflation but stopped committing to further hikes. It also launched a new bank term funding program to prevent crisis spread.
As Powell's term nears its end from 2024 to 2026, he faces dual challenges. Economic and inflation issues persist, with inflation stagnation and economic slowdown, compounded by the 2026 U.S.-Iran conflict. Powell must balance the Fed's dual mandate. Additionally, U.S. President Donald Trump's dissatisfaction with Fed policies has led to unprecedented political pressure, challenging the Fed's independence.
In response, Powell adopted a "stop-and-go" monetary policy, starting a rate cut cycle in September 2024 but pausing due to inflation concerns. The U.S.-Iran conflict and rising energy prices have heightened inflation worries, prompting Powell to emphasize caution regarding geopolitical impacts on inflation expectations. To defend the Fed's independence, Powell has firmly countered Trump's rate cut demands and responded strongly to the Justice Department's threats, announcing his intention to remain a Fed governor after his chairmanship ends.

The US Treasury sold $25 billion worth of 30-year bonds on Wednesday, clearing at a yield of 5.046%, according to BeInCrypto. This marks the first time since 2007 that 30-year debt was issued with such a high yield. The auction follows recent US inflation reports indicating rising price pressures due to the US-Iran war. Secondary-market yields also rose, with the 30-year hitting an intraday high of 5.05% and the 10-year benchmark reaching 4.49%. Markets are now pricing in a 55% probability of a Federal Reserve rate hike by April 2027.

Turkey's Central Bank Governor stated that the current monetary stance is appropriate given the present circumstances. According to Jin10, the governor emphasized that all options will be considered in the next decision-making process, and the decision will be based on the trajectory of inflation.

Russia and Iran have settled $214 billion in Chinese yuan in March, marking a significant move in the BRICS nations' efforts to reduce reliance on the US dollar for trade. According to NS3.AI, this development is part of a broader strategy to diversify currency usage in international trade. Iran has subsequently allowed the passage through the Strait of Hormuz for China, Russia, and India, with transactions conducted in yuan. Ding Shuang of Standard Chartered noted that the ongoing Middle East conflict has served as a catalyst for this shift, while Russia has largely halted US dollar payments since February 2022.

According to Jin10, ING analyst James Smith stated in a report that the strong economic growth data from the UK in the first quarter is unlikely to change the Bank of England's policy expectations. He mentioned, "We expect the Bank of England to implement a one-time rate hike in June." Smith noted that since 2022, the UK's economic growth has typically been stronger at the beginning of the year, suggesting that growth may slow in the coming quarters. However, retail spending remains robust, and the strong contribution from the IT sector may indicate potential benefits from artificial intelligence. Smith forecasts that the UK's economic growth rate in the second quarter could be around 0.2% to 0.3%, but with declining real incomes and rising inflation, the growth rate in the third quarter might turn negative.

Barclays economists have observed a shift towards a hawkish stance among members of the Bank of Japan's policy committee. According to Jin10, Bank of Japan board member Ichiro Inoue, considered a centrist, expressed clearer support for an early interest rate hike during his speech on Thursday. In the April policy meeting, three other members proposed raising rates to 1.0%, although the proposal was ultimately rejected by a majority vote. The economists maintain their forecast for a rate hike in June, noting that the key issue now is whether Japanese Prime Minister Sanae Takaichi will tolerate the Bank of Japan implementing a rate increase.

Turkey's Central Bank Governor has noted that the continuous rise in oil prices is driving up transportation costs. According to Jin10, the governor emphasized that the duration of regional tensions is crucial for the inflation outlook.

Turkey's Central Bank Governor has stated that fluctuations in food inflation are primarily driven by vegetable prices. According to Jin10, the impact of food inflation has significantly influenced the recent overall inflation trends in the country.

Turkey's Central Bank Governor has projected that vegetable prices are expected to decline in May. According to Jin10, this anticipated decrease is likely to have a positive impact on inflation.