金色财经_

Golden Finance reports that on April 28, Bridgewater Fund founder Ray Dalio said on April 27 local time that inflationary pressures continue to compound with slowing economic growth, and that policymakers must remain cautious. Dalio said on Monday, “We are undoubtedly in a stagflation period,” warning that the U.S. economy has entered a stagflation environment, and noting that if Kevin Walsh, who is set to succeed the Federal Reserve Chair, chooses to cut interest rates, it would result in a policy misstep. (Jin10

Golden Finance reported that on April 28, the 11th Review Conference of the Treaty on the Non-Proliferation of Nuclear Weapons opened on April 27 at the United Nations headquarters in New York, United States. At the opening session, representatives of the United States and Iran accused each other, and both opposed the other’s bid to serve as vice chair of the conference. (Xinhua News Agency)

Golden Finance reports that on April 28th, according to official sources, Compound has launched a proposal to support the rsETH asset recovery initiative coordinated by DeFi United, with a planned maximum contribution of 3,000 ETH.
Although the direct risk exposure for Compound is expected to be small, this proposal reflects its broader commitment to maintaining the integrity of the DeFi market and participating in this recovery effort to enhance the resilience and long-term sustainability of the entire DeFi ecosystem.

Golden Finance reports that on April 28th, according to official sources, Polymarket announced that on tomorrow's CLOBv2 migration day, a total of $1 million in liquidity rewards will be offered.
During the first 2 hours after the migration, $500k in rewards will be distributed, with the remaining $500k distributed afterward.
After the migration is complete, all eligible markets will activate a rebate/fee mechanism.

Last week, Strategy increased its holdings by 3,273 BTC; Tether launched the Bitcoin mining open infrastructure layer MDK; the White House discussed Iran’s new proposal with Trump and the national security team; Spark announced a net protocol surplus of $3.46 million in Q1; a16z crypto said stablecoins are reshaping the financial system; Morgan Stanley warned that Wash brings the risk of long-term mechanism changes and exacerbates volatility in U.S. Treasuries; Gemini launched agent trading, with AI directly managing crypto accounts.

Golden Finance reports that April 28th is destined to be an extraordinary week for the Federal Reserve. After the U.S. Department of Justice concluded its investigation into Powell, Republican Senator Thillis withdrew his obstruction of the confirmation process for Fed Chair nominee Waller last Sunday. The Senate Banking Committee has scheduled a vote on Waller's nomination for Wednesday evening at 10 p.m. Beijing time, clearing the way for a full Senate confirmation vote before the week of May 11.
A few hours after the nomination vote advances, the Federal Reserve will announce its April interest rate decision, and Powell will also hold his 63rd and likely final press conference as Fed Chair.
If Waller's nomination as Fed Chair and Board Member is approved, Milan, who is temporarily filling the vacancy, will be replaced, making him the shortest-serving official since the 1950s. If he does not continue with the Fed afterward, Milan, who has been pushing for rate cuts, will participate in his sixth and final meeting this week.

Golden Finance reports that as the obstacles to Kevin Wosh being considered as a candidate for Federal Reserve Chair gradually diminish, the market is re-evaluating his potential policy stance. AMP Chief Economist Shane Oliver said that Wosh values Federal Reserve independence and may focus more on the AI transition and less on employment; the emphasis he places on tail-end mean inflation could exceed that on core PCE, but this could also be viewed as selective. His position may be slightly more dovish than Powell’s, but there is no fundamental disagreement.

Asian stock markets are expected to weaken at the open on Tuesday, as investors focus on the earnings reports of U.S. tech giants with a market capitalization of nearly $16 trillion. Walter Todd stated that although U.S. stocks hit new highs, they are still affected by geopolitical risks and changes in earnings expectations. If earnings outlooks deteriorate, the market and large tech stocks' gains will be difficult to sustain.

a16z Crypto’s “Global Financial New Stack: Stablecoin Edition” says that stablecoins have become a foundational financial pipeline, giving rise to banking-as-a-service and pushing on-chain finance past the point of no return. The report divides the blockchain into general-purpose chains, payment-dedicated chains, and institutional networks, emphasizing that payments are the first act and credit is the second act. Large-scale issuance of stablecoins will spur on-chain credit, strengthen the status of the US dollar, and provide an entry point for emerging markets.

Golden Finance reports that on April 28, according to CME "FedWatch": The probability of the Federal Reserve maintaining interest rates unchanged in April is 100%.
The probability of a total 25 basis point rate cut by June is 4.5%, and the probability of keeping rates unchanged is 95.5%.

Gemini has launched an Agentic Trading (proxy trading) feature, connecting AI models such as Claude and ChatGPT to trading accounts, and claims it is the first direct agent trading tool offered by a regulated trading platform in the United States. The feature is based on Anthropic’s MCP open standard and integrated with the Gemini Trading API, enabling AI to autonomously monitor the market, place orders, and carry out risk management, while the strategies are set by users. Agentic trading is regarded as a new paradigm, with AI handling execution, pattern recognition, and discipline, and users focusing on strategies and goals. It also includes a built-in “trading skills” module, such as querying spreads and historical data required for backtesting; more features will be added in the future.

Golden Finance reports that, according to The Wall Street Journal, U.S. officials say that Trump and his national security team are skeptical of Iran's latest proposal.
The proposal states that Iran will ensure the Strait of Hormuz remains open and will put nuclear program discussions on hold.
After discussions with aides, Trump did not explicitly reject the proposal but expressed doubts about Iran's sincerity and whether it can meet key conditions.
The U.S. key demand is that Iran cease nuclear enrichment and never develop nuclear weapons; officials say the U.S. will continue negotiations, and the White House may respond within a few days with counter-proposals.

The European Union has issued instructions to Alphabet, requiring the opening of the Android operating system so that competitive artificial intelligence services can access it and interact effectively with applications, such as sending emails using the user's preferred email service, placing orders through food delivery apps, sharing photos with friends, and so on.

Golden Finance reported that the White House confirmed on the 27th that Trump and the national security team are discussing Iran’s new negotiation proposal, and it has not yet been determined whether the meeting has ended. The proposal was delivered by Iran via Pakistan, prioritizing the resolution of the Strait of Hormuz crisis and the maritime blockade against Iran, whether through a ceasefire or a permanent end to hostilities; nuclear negotiations will begin only after the Strait of Hormuz is reopened and the blockade is lifted.

Goldman Sachs reports that on April 28, according to Fidelity Digital Assets' "Q2 2026 Signal Report," the cryptocurrency market is in a consolidation phase, but multiple indicators are showing early signs of stability. The report states that Bitcoin remains the market's "anchor," with funds continuously concentrated in this most liquid asset, and its market capitalization share and unrealized profit levels reflect relative resilience amid volatile conditions.
Fidelity analysts said that the overall market momentum and profitability indicators align with the characteristics of a "correction period," potentially paving the way for a more stable market structure. The report also notes that the on-chain activity and price trends of Ethereum and Solana have diverged, with network usage demand remaining strong, indicating that demand at the protocol layer has not yet weakened.
Previously, Fidelity's global macro strategy head Jurrien Timmer also compared

Fidelity releases the "Q2 2026 Signal Report" stating that the market consolidated at the beginning of the second quarter but underlying data stabilized, Bitcoin's dominance increased, funds concentrated into the most liquid assets, unrealized profit and momentum indicators align with correction phase characteristics, potentially laying the foundation for a more stable market structure later. The divergence between Ethereum and Solana's network usage and prices indicates that protocol layer demand remains robust. Bitcoin futures funding rates continue to be negative, and 10x believes this is an institutional hedging behavior rather than an overall bearish signal.

Golden Finance reports that the market shows BTC has fallen below $77,000, currently at $76,900.26, a 24-hour decrease of 1.54%. Market fluctuations are significant; please exercise risk management.