特朗普政府秘密向伊朗走私6000个星链卫星终端

中东局势出现转折：原油下跌比特币上涨，美股创新高

伊朗向海湾各国通报结束战争立场，油价急挫、比特币及黄金短线拉升、美股再创新高。本文深度拆解地缘风险缓释对各资产类别的传导机制。

伊朗對美方和平草案發出回應：油價跌近 2%、戰爭轉機浮現

Axios 指伊朗經由巴基斯坦調停，對美方修正後和平協議草案正式回應；油市快速走弱，紐約期油近2%跌至103.27美元，Brent約110.23美元。此事恰逢 War Powers Resolution 60日期限到期日，與特朗普稱戰爭已終止的說法形成呼應。後續重點在於伊朗回應內容、議會批准門檻與特朗普立場，若局勢降溫油價回落可能影響通膨預期與美聯儲政策。

Tether 貸款 Lutnick 家族信託：民主黨參議員追查政商輸送

Warren 與 Wyden 致 Lutnick 與 Tether Ardoino，請求就 Dynasty Trust A 向 Lutnick 子女提供貸款的相關文件。貸款以信託資產擔保，對價為 Cantor Fitzgerald 可轉債及 Tether 5% 股權選擇權，時點在 Lutnick 將持股售予子女次日揭露。核心疑問為資金來源與是否牽涉政府監管影響，形成利益衝突。若 5/13 未回覆，可能影響美國上市與 GENIUS Act 前景。

Iran's Rial Hits Record Low of 1,800,000 Per Dollar on April 29 Amid U.S. Sanctions

According to U.S. Treasury Secretary Scott Bessent, Iran's rial hit a record low of 1,800,000 per U.S. dollar on April 29, 2026, reflecting intensified economic pressure from U.S. sanctions. The currency has depreciated significantly since early 2025, when it traded near 800,000 per dollar. Bessent

Arbitrum DAO Votes to Release 30,766 ETH to DeFi United Following Kelp DAO Attack

According to The Block, the Arbitrum DAO is currently voting to release approximately 30,766 ETH frozen by the Arbitrum Security Council to the DeFi United initiative, which was formed following the Kelp DAO attack earlier this month. In the first hour of voting, 16.9 million ARB tokens were cast in