News linked to both this project and an event.
According to The Block, Bernstein analysts stated in their latest report that the fundamentals of the crypto market are continuously improving. Bitcoin’s recent low of $60,000 has formed a clear bottom, and with the current price approaching $80,000, a longer-term structural bull market is likely, driven by institutional demand. Bernstein analyst Gautam Chhugani highlighted the following key drivers: • Ongoing expansion of institutional channels: Morgan Stanley’s Bitcoin ETF and Charles Schwab’s spot Bitcoin/Ethereum trading platform have both recently launched; approximately 60% of Bitcoin supply has remained unmoved for over one year, indicating a stabilizing holder structure; • Persistent accumulation by Strategy: Its STRC perpetual preferred stock product has attracted yield-oriented investors, and its current holdings stand at 818,334 BTC; • Stablecoin demand hits an all-time high: Stablecoin supply has surpassed $30 billion, decoupling from the crypto market’s price cycle and reflecting sustained real-world payment and settlement demand; • Tokenized real-world assets accelerating growth: Tokenized private credit and Treasury assets now total $34.5 billion, representing a 110% year-on-year increase. Bernstein also cautioned that quantum computing poses a long-term potential risk, though it expects the blockchain ecosystem to have ample time to complete the transition to post-quantum security.
QCP Group’s analysis states that U.S.-Iran negotiations have once again collapsed, while the Middle East ceasefire continues, leaving the overall geopolitical landscape relatively static. A shooting incident occurred at the White House Correspondents’ Dinner, with Trump suspected as the target. Following Asia’s market open, BTC briefly surged past $79,000 and ETH above $2,400—but gains quickly reversed amid concerns triggered by news of Iran’s Foreign Minister traveling to Russia for talks with Putin. Since early April, BTC has rallied over 14% cumulatively, marking four consecutive weeks of positive closes. Spot ETFs recorded nine straight days of net inflows totaling approximately $2.11 billion. Strategy funds added over $3.8 billion worth of BTC in the past month. The current key resistance level for BTC lies near the CME gap around $82,000. BTC perpetual contract funding rates remain persistently negative; a breakout above this level could trigger short-covering. Implied volatility continues declining, and risk-reversal skew has narrowed somewhat, signaling gradually rising market interest in upside exposure. Key events this week: - April 29: Earnings reports from Microsoft, Amazon, Meta, and Google, plus the FOMC interest-rate decision. - April 30: Apple earnings report, U.S. Q1 GDP data, and March PCE inflation data.
Odaily Odaily News: BIT Official's daily chart analysis indicates that spot Bitcoin ETFs have recorded net inflows for nine consecutive trading days, with institutional buying power accumulating steadily and providing support for prices.It notes that Strategy has invested approximately $11 billion this year to increase its Bitcoin holdings. The combination of ETF inflows and corporate buying is helping to strengthen market absorption capacity. The analysis suggests that, in the absence of significant risk event disruptions, the current market structure remains supportive of Bitcoin's gradual upward trend.
According to CoinDesk, Michael Saylor, Executive Chairman of Strategy, stated that the Bitcoin winter has ended, as Bitcoin’s price has held above $78,000. Market analyst Mati Greenspan believes the recent market downturn should not be labeled a “crypto winter,” but rather a sharp correction within a broader bull market—and added that Bitcoin has likely already bottomed out, with its next leg up potentially driven by both institutional and sovereign adoption. The report notes that Strategy recently acquired 13,927 additional bitcoins, bringing its total holdings to 780,897 BTC. Greenspan also indicated that sovereign adoption—specifically central banks adding Bitcoin to their reserve assets—could be a key driver in the next phase.
Odaily news, according to official sources, the 8th edition of OKX's Play-to-Earn Strategy Trading "AI Special" is now officially open. The event runs from now until April 30, 23:59 (GMT+8). During the event, new users who deposit 10 USDT can claim a 100 U airdrop position, and those with spot trading volumes of 100 U can receive an additional 20 U as a reward.Additionally, both new and existing users who trade 10,000 USDT or complete 5,000 USDT in trading volume using the Agent Trade Kit have the chance to win rewards such as 2,000 USDT, 5 million large model Tokens, and Claude Pro memberships.
Odaily News Analyst Markus Thielen stated that the Bitcoin demand structure is gradually repairing. He pointed out that strategic holdings continue to increase, providing stable buying support, the Coinbase Premium has rebounded, and the single-day net inflow of spot Bitcoin ETFs once reached $664 million, the highest level since mid-January.He believes that corporate capital, ETF inflows, and U.S. spot demand are forming a combined force, coupled with the return of stablecoin capital, market liquidity is gradually improving. Against this backdrop, Bitcoin's price may enter a new consolidation range. If the related trends continue, the probability of an upward move has increased, but the price action may still be dominated by consolidation.
According to analyst Markus Thielen, Bitcoin’s demand structure is gradually recovering. Strategy (formerly MicroStrategy) continues its accumulation, providing steady buying support; the Coinbase Premium is rising steadily; and spot Bitcoin ETFs recorded a single-day net inflow of $664 million—the highest level since mid-January. Corporate treasury purchases, ETF inflows, and U.S. spot demand are converging, while stablecoin liquidity continues flowing back into the ecosystem—collectively strengthening liquidity support. Analysts note that the market may be forming a new consolidation range; if these trends persist, the probability of price advancing toward the upper bound of this range is increasing—though the move will not be linear.
Odaily News According to on-chain analyst Yu Jin's monitoring, Strategy currently holds 815,061 BTC, with a total value of approximately $61.363 billion and an average cost of around $75,527. It has an unrealized loss of about $195 million, representing a decline of approximately 0.3%.Ethereum treasury company Bitmine currently holds 4,976,485 ETH, with a total value of approximately $11.505 billion and an average cost of around $3,596. It has an unrealized loss of about $6.39 billion, representing a decline of approximately 35.7%.
According to The Block, Bitcoin rose approximately 6% this week, briefly reaching $76,300—the highest level in nearly two months—yet the Crypto Fear & Greed Index remains at 21 (“Extreme Fear”). Multiple institutional analysts characterize this rally as “liquidity-driven” rather than a structural strengthening. Glassnode notes that while spot demand and ETF inflows have improved, the recovery lacks depth, institutional participation remains cautious, and options market positioning continues to favor downside protection. Bitfinex attributes this price increase primarily to concentrated buying by “Strategists” (who purchased 13,927 BTC last week), rather than an organic rebound in demand. Analysts broadly view $75,000 as a critical support level; if structural buying wanes and this level fails to hold, prices could retreat to the $70,000–$71,000 range. On the macro front, the Federal Reserve’s policy trajectory and the June FOMC meeting are seen as the next key risk catalysts.
Xie Jiayin, Bitget’s Head of Chinese-speaking Markets, revealed significant progress across multiple core business areas. In terms of liquidity, Bitget ranked first globally among centralized exchanges (CEXs) in net fund inflows over the past seven days. Its BTC reserves grew 86% year-on-year to 36,700 BTC. According to TokenInsight’s report, Bitget’s derivatives and spot liquidity both ranked among the top two globally. Strategically, the platform continues advancing its transformation into UEX, a comprehensive exchange. This quarter, Bitget completed a full app redesign, fully launched CFD trading—supporting 79 assets with up to 500x leverage—and expanded its U.S. stock token offering to 263 tickers. Per CoinGlass data, Bitget leads the industry in U.S. stock futures open interest, and its CFD daily trading volume exceeded $6 billion. On the product front, Bitget launched IPO Prime, an innovative token sale platform. Its inaugural offering is preSPAX—a digital token mirroring the listing gains of SpaceX. Additionally, Bitget completed a three-layer reconstruction of its AI trading engine and introduced GetClaw, a cloud-based AI trading assistant enabling users to execute automated live trades via natural-language commands. For its VIP ecosystem, Bitget established a $5 million Protection Fund and distributed nearly 1,000 preSPAX tokens to VIP users in two free airdrops: the first round (760 tokens) was distributed on April 16, and the second round (190 tokens) will be distributed on April 20.
According to CoinTelegraph, eToro’s latest data shows that during the sharp decline in AI and tech stocks in Q1 2026, investors in the United Arab Emirates (UAE) bucked the trend by increasing their positions—particularly in AI infrastructure and software stocks such as ServiceNow (+125%), Super Micro Computer (+65%), Adobe (+54%), and Oracle (+38%). Regarding crypto-related equities, Strategy Inc. remained the eighth-largest holding, reflecting investors’ continued exposure to crypto assets. Deutsche Bank’s report dated April 13 noted that this conflict is more likely to strengthen—not weaken—Gulf-region demand for AI, cybersecurity, and sovereign digital infrastructure.
According to CoinDesk, against the backdrop of the ongoing U.S.-Iran geopolitical conflict—now lasting approximately six weeks—the Bitcoin market is clearly bifurcating into two camps: “passive buyers,” represented by Strategy and spot ETFs, continue accumulating BTC, while whales, mining companies, and certain sovereign holders are shifting toward selling. The selling pressure is evident: whale addresses holding 1,000–10,000 BTC have shifted from net buying to substantial net selling, with their year-to-date holdings changing from roughly +200,000 BTC to –188,000 BTC; publicly listed mining firms, under mounting cost pressures, have also concentrated their selling—offloading over 19,000 BTC in a single week. Additionally, sovereign holders such as Bhutan have sold approximately 70% of their Bitcoin reserves since October 2024. Analysis suggests that although market sentiment briefly plunged into the “extreme fear” zone, Bitcoin’s price has remained range-bound between $65,000 and $73,000, indicating that this “floor” is primarily propped up by a narrow base of institutional buying. Currently, the buyer base continues to contract, and the market’s next directional move will hinge on whether institutional inflows can sustain momentum and break through key resistance levels.
According to BitcoinTreasuries.NET, Lance Vitanza, an analyst at investment bank TD Cowen—which manages $15 billion in assets—has lowered Strategy’s (MSTR) target price from $440 to $350 while maintaining a “Buy” rating.
According to The Block, Michael Saylor, Executive Chairman of Strategy, stated that Bitcoin may have already bottomed near $60,000, as forced sellers have gradually exited the market. Saylor also expressed skepticism regarding the security threat posed by quantum computing, describing the associated risks as still “theoretical” at present and believing the issue can be adequately addressed in the future—thus warranting no excessive concern.