● U.S. March trade deficit reaches $140.5 billion, setting a record high
According to TechFlow, the U.S. March trade deficit reached $140.5 billion, with an expectation of $137 billion, and the previous value was revised from $122.7 billion to $123.2 billion, setting a record high deficit.
● SEC document mentions of 'cryptocurrency' and 'stablecoin' hit a record high
According to ChainCatcher, mentions of 'cryptocurrency' and 'stablecoin' in U.S. Securities and Exchange Commission (SEC) documents reached an all-time high. In April, 'cryptocurrency' was mentioned 786 times, an increase of 38% from March and an 8% increase year-on-year. 'Stablecoin' was mentioned an average of 103 times from February to April 2025, doubling the average from the previous 13 months. The surge in data reflects federal agencies' increased focus on digital assets, with the SEC's upcoming new regulatory framework and stablecoin guidelines becoming the market focus.
● Goldman Sachs raises U.S. Q2 GDP growth forecast to 2.4%
According to Odaily Planet Daily, most U.S. banks have quietly raised their economic outlook. Last night, Goldman Sachs was the first to release a report, significantly raising its U.S. Q2 GDP growth forecast from -0.3% to 2.4%. Goldman Sachs has effectively ruled out the possibility of a recent recession and expects other banks to follow suit and adjust their forecasts.
● BlackRock increases its holdings by 5,613 BTC, total holdings exceed 620,000 BTC
According to Odaily Planet Daily, Lookonchain reports that BlackRock has increased its holdings by 5,613 BTC, valued at $529.5 million. Currently, the total Bitcoin holdings have exceeded 620,000 BTC, reaching 620,252 BTC, valued at $58.51 billion. Since April 21, BlackRock has purchased a total of 47,064 BTC.
● SOL Strategies completes $20 million convertible bond deployment to purchase 122,524 SOL
According to Wu's report, Canadian listed company SOL Strategies announced that it has completed its first deployment of $20 million in convertible bond funds, purchasing 122,524 SOL at an average price of $148.96 per token, totaling approximately $18.25 million. The funds come from a $500 million convertible bond financing agreement signed with ATW Partners.
● Bitwise submits documents to SEC to launch NEAR ETF
According to Wu's report, Bitwise has submitted an S-1 document to the U.S. Securities and Exchange Commission to plan the launch of the Bitwise NEAR ETF. This ETF will track the value of NEAR held in trust, minus operational expenses and liabilities. The product's net value will be calculated based on NEAR price benchmarks provided by CF Benchmarks and is planned to be listed on an exchange, with the specific code to be determined.
● Bernstein predicts companies will purchase an additional $33 billion in Bitcoin by 2029
According to PANews, Bernstein predicts that by the end of 2029, global corporate finances will see an additional $33 billion in Bitcoin purchases. Strategy is expected to contribute approximately $12.4 billion, while the remaining $20.5 billion will come from small and medium-sized enterprises. The report points out that the U.S.'s crypto-friendly regulatory environment is driving the trend of corporate holdings. Currently, publicly listed companies hold about 720,000 BTC, accounting for 2.4% of the total supply. However, Bernstein warns that Strategy's model may be difficult to replicate broadly.
● Standard Chartered: BNB price may quadruple to $2,775 by the end of 2028
According to Odaily Planet Daily, Standard Chartered's head of asset research, Geoff Kendrick, predicts that the native token of BNB Chain, BNB, is expected to reach $2,775 by the end of 2028. The report notes that since May 2021, BNB's price trajectory has closely aligned with an unweighted portfolio of Bitcoin and Ethereum, and this correlation is expected to continue. Kendrick anticipates that this relationship will persist, with BNB's price rising from its current level of around $600 to $2,775 by the end of 2028.
● QCP Capital: TWD surges, APAC currencies strengthen, may signal global capital flow adjustments
According to PANews, QCP Capital states that the TWD surged 8% this Monday, and currencies in the Asia-Pacific region, including the Korean Won, generally strengthened, with the spot TWD and one-year forward contract spread hitting a 20-year high. Speculation about a U.S.-Taiwan trade agreement has intensified, and the increasing dollar asset hedging by Taiwanese insurance institutions is the main reason. QCP believes this may be an early signal of global capital flow adjustments, similar to the significant fluctuations in the Japanese Yen last year due to interest rate differentials. On Monday, gold prices rose nearly 3%, reflecting market concerns about a weaker dollar and geopolitical risks. In the future, Bitcoin may be influenced by this, either decoupling from gold trends or benefiting from trade negotiation progress, with the forex market potentially becoming a barometer for macro changes.
According to Odaily Planet Daily, BNB Chain announced on platform X that the BNB Chain Foundation will purchase at least $100,000 worth of tokens to directly invest in qualified projects. This is not a grant or liquidity boost but a strategic investment in teams building on BNB Chain. When a project qualifies, BNB Chain plans to purchase tokens worth $100,000 and transfer them to a public wallet, with all transactions conducted on-chain to maintain transparency.
