EncryptionMaster01

The Federal Reserve is "quietly" expanding its balance sheet. This is not a restart of quantitative easing, but rather a forced intervention to support the Treasury bond market due to a lack of market buyers.
1️⃣ Treasury holdings hit a new high for the year
As of the latest data, the Fed's total holdings of Treasury bonds have increased to $4.4 trillion, the highest level since July 2024. Total assets have further expanded to $6.7 trillion, reaching a new high since May 2025.
2️⃣ Long-term interest rates are fragile, and the market lacks buyers
Since December 2025, the Fed has purchas

Breaking: U.S. oil prices surge 60 minutes +8%!
The truth is not simply "diminished war risk," but a sudden escalation in geopolitical game:
1️⃣ The market was misled by a "rumor"
Axios reports "U.S. and Iran are close to reaching a ceasefire agreement," causing the market to rise first. But a closer look reveals the agreement has no substantive binding force, and doubts quickly rebound.
2️⃣ Iran counterattacks by establishing the "Strait Management Authority"
A new website, "Persian Gulf Strait Authority," has launched— all ships must register, pay fees, and declare to the Iranian Revolutiona

Breaking: Trump personally sets the tone for the "U.S.-Iran Endgame Agreement"—on the condition that Iran fully complies.
1️⃣ The Only Standard for Ending the War
Trump's latest statement clearly indicates that as long as "Iran agrees to hand over the agreed content," this "Epic Fury" military operation will end, and the Strait of Hormuz will reopen to everyone, including Iran.
2️⃣ A Warning of a Do-or-Die Battle
If Iran refuses to fulfill the agreement, the bombing will continue on a scale and intensity "far greater than before."
3️⃣ Market Logic Rewrite
U.S. media reveal that the framework o

🌍 Breaking: Trump backs Houthi in escorting the Strait of Hormuz—oil drops, but BTC unexpectedly surges to $80,000!
📉 Crude oil breaks $100: The Strait of Hormuz welcomes “guidance”
On Sunday, Trump announced that he would launch the “Freedom Plan” at 5 a.m. Middle East time on May 4, deploying missile destroyers, more than 100 aircraft, and 15,000 troops to “guide” ships trapped in the Strait of Hormuz out of the area. He also warned of “productive dialogue” between the US and Iran. Along with OPEC+ announcing an average daily production increase of 188,000 barrels, WTI crude futures plunge

🚨 Breaking: Trump will review the Iran proposal, but has already rejected it in advance
🇺🇸 The president’s latest remarks
“I will review the proposal Iran just submitted to us as soon as possible, but I can’t imagine it being acceptable.” Trump wrote on Truth Social, saying Iran “has not yet paid a high enough price for everything it has done to humanity and the world over the past 47 years.”
📄 Details of the Iran proposal
Mediated by Pakistan, Iran submitted a new proposal with 14 points, calling for an end to the war, the simultaneous lifting by the US and Iran of restrictions on

🤖 AI is reshaping the American workplace, but opportunities are not evenly distributed
The latest Federal Reserve survey shows that over the past year:
💰 The higher the income, the earlier they used AI
Annual income >$200k: 66.3% have used AI tools
$100k–$200k: 51.6%
$50k–$100k: 40.2%
< $50k: only 15.9%
🎓 Education is a dividing line
The proportion of college graduates using AI (58.7%) is more than twice that of those without a college education (22.9%). Full-time employees (42.7%) also use AI more often than part-time employees (24.7%).
✅ Those who have used it say it’s good
Among AI users

The Japanese yen fell below the 160 mark, and Japan confirmed intervention! 🇯🇵
📌 Intervention confirmed
According to Nikkei News, the Japanese Ministry of Finance carried out actual intervention today in the foreign exchange market by buying yen and selling dollars, a government official has confirmed to the media.
📌 Trigger background
The dollar against the yen briefly fell to 160.72 intraday, hitting a nearly 19-month low, approaching the 161.95 low during the 2024 intervention period.
📌 Official statement
Before the intervention, Finance Minister Shōzō Katō issued a "last warning" — "T

🚨 Oil Market Alert: Brent Breaks Above $120
Brent crude futures closed above $120 per barrel, the first time since June 2022 — the global energy landscape is undergoing a dramatic reshaping.
✈️ Only Six Weeks of European Jet Fuel Left
IEA Director states that Europe's aviation fuel reserves are only enough to last about six weeks, marking the biggest energy crisis in history for many countries.
🇺🇸 U.S. Exports Hit Record Highs
U.S. crude oil exports surged to 6.44 million barrels per day, and petroleum product exports exceeded 14 million barrels per day, both hitting record highs.

🇰🇷 South Korean stock market makes history
South Korea for the first time surpasses the UK, becoming the eighth-largest stock market in the world, with the total market capitalization of Korean listed companies soaring 45% to $4.04 trillion, while the UK only increased by 3% to $3.99 trillion.
🚀 AI chips are the only main players
Samsung and SK Hynix, the two major AI storage chip giants, together account for over 40% of the total market value of the KOSPI index, which includes over 800 companies, with a highly concentrated growth rate.
🇺🇸 But the United States remains the king

Trump issues an ultimatum to Iran: "Be smarter!"⚡
"Iran can't even handle its own mess, so it's best to be smarter quickly!" — Trump escalates pressure on nuclear talks.
U.S. red line: No concessions on nuclear issues. Iran wants to discuss the Strait first? No way.
The blockade continues, oil can't go out. Pressure is at its peak.

🇺🇸 Trump orders a "long-term blockade" of Iran
To force Iran to surrender its nuclear program, Trump opts for an indefinite blockade of the Strait of Hormuz. He believes that blockade risks are lower than bombing or outright withdrawal.
📈 U.S. gasoline prices hit a three-year high, and shipping through the strait has dropped to the lowest level since the outbreak of conflict.
⚠️ Today marks two months since the outbreak of the Iran war, and the conflict may fall into a long stalemate of "neither war nor peace."

💥 US-Iran standoff · Oil prices break $100
Trump formally rejects Iran’s new peace plan, insisting that the nuclear issue should not have its negotiations delayed. The Strait of Hormuz is nearly paralyzed.
Oil prices surged, breaking through $100 per barrel; a seven-day winning streak sets a new high for the month.
⚠️ Aviation stocks fall as inflation pressures test global central banks.

🇦🇪 United Arab Emirates withdraws from OPEC, ending a 59-year alliance
Announces official departure from OPEC and OPEC+ starting May 1, will increase production independently. Dissatisfaction with quota restrictions and the failure of Gulf collective defense are the main reasons.
The Iran war has permanently reshaped the global energy landscape.
📉 Oil prices immediately dropped by $1, but US-Iran nuclear talks remain deadlocked. If negotiations break down, Brent could surge to $150.

Despite Middle East supply disruptions, China still "stands out beautifully" ⛽️🇨🇳
The Strait of Hormuz blockade has caused global oil supply disruptions exceeding 10 million barrels per day, with Brent crude oil soaring to $120 per barrel at one point. However, over the past two months, China's crude oil inventories have decreased by less than 1 million barrels.
China's total crude oil inventory remains around 1.8 billion barrels (including strategic reserves), making it the world's largest oil buffer stock. Since March 2025, inventories have increased by 400 million barrels (+29%).
Behind t

🚨 Breaking | Bitcoin Breaks Through $79k
1️⃣ Price Quick Report
BTC re-enters above $79k after five days, rising about 2% in 24 hours, with a high of $79,450.
2️⃣ Sentiment Catalyst
In the prediction market Polymarket, the probability of breaking $80k by the end of April surged to 61% today, now up to 74%, indicating strong bullish market sentiment.
3️⃣ Driving Logic
Easing geopolitical tensions, continuous inflow of institutional ETF funds, and technical breakout levels have rapidly increased risk appetite. The crypto market fear and greed index has rebounded from the "fear" zone

🚨 Breaking | New Developments in Indirect US-Iran Negotiations
According to Axios, Iran has proposed a new plan to the US through Pakistan mediators:
1️⃣ First open, then negotiate
Reopen the Strait of Hormuz first, end the war, and delay nuclear talks to a later stage.
2️⃣ Trump’s statement
Insists on continuing the “blockade” of the Strait of Hormuz and has canceled Secretary of State Wittekov and Kushner’s trip to Pakistan.
3️⃣ Monday meeting
Trump will hold a meeting with top national security officials to discuss the progress of negotiations.
➡️ Indirect negotiations are