Morning Report | Will the War End Soon? Global Asset Rally: BTC Breaks 82K, US Stocks, Japanese Stocks, and Gold Hit New Highs; But the Fed's Rate Hike Sword Still Hanging, Quantum Doomsday Countdown Ticks

1⃣ Stimulated by the significant progress in ending the war between the US and Iran, BTC temporarily broke through $82k, with geopolitical risk reduction costs and rising prices acting as direct catalysts

2⃣ Multiple Federal Reserve officials collectively hawkish, US March PCE year-over-year rises to 3.5%, and the presidents of the St. Louis and Chicago Fed do not rule out further rate hikes

3⃣ Quantum security company Project Eleven warns that "Q-Day" could arrive as early as 2030, with over a 50% probability before 2033; approximately 6.9 million BTC (over $560 billion) face quantum attack risks

4⃣ WorldLibertyFi's governance proposal to unlock 62.2 billion WLFI tokens was overwhelmingly approved, with the founding team’s tokens changed to a 2-year lock-up plus 3-year linear unlock, not circulating for at least two years

5⃣ White House digital asset advisor Witt stated at the Consensus conference that details of the US strategic Bitcoin reserve will be announced "within the next few weeks," with the current priority being to inventory and audit crypto holdings across agencies

6⃣ Trump’s crypto advisor said that a compromise has been reached on stablecoin yield terms, and the White House aims to pass the Clarity Act before July 4

7⃣ US stocks closed higher on Wednesday, with the Nasdaq rising 2% to continue hitting new highs, Nvidia surged 5.7%, regaining a market cap of $5.05 trillion, and the Dow briefly returned to 50,000 points during trading

8⃣ The Nikkei 225 index broke through 61,000 points for the first time, setting a new record, and spot gold also surpassed $4,700 per ounce on the same day

9⃣ Anthropic announced that Claude Code’s quota has doubled and peak speed limits have been removed, supported by 220k GPUs provided by SpaceX