10 #Bitcoin ETFs outflows 2,152 $BTC(-$201.21M) and 9 #Ethereum ETFs outflows 45,684 $ETH(-$148.11M) yesterday.

On April 28, Yuxuan Tang from J.P. Morgan Private Bank noted that the Bank of Japan (BOJ) opted to hold interest rates steady in its first formal response to the Middle East conflict and the yen’s recent weakness. However, a 6-3 vote split signals an increased likelihood of a rate hike as early as June. This expectation is largely priced into markets, with investors currently betting on roughly two additional rate hikes remaining in 2026. “We believe the BOJ will need to go well beyond that magnitude,” she said, as Japan teeters on the brink of stagflation: Japan’s low energy self-sufficiency rate relative to other major economies, combined with high energy prices, leaves it more exposed to external shocks. Expensive subsidy programs and other fiscal measures are also expected to strain public finances. Against this backdrop, the BOJ may need to maintain a relatively accommodative policy stance to buffer against weaker demand. (Kincentric)

**April 28 (Reuters) -** Reuters senior columnist Mike Dolan delivered fresh analysis Tuesday, noting global markets are riding a sustained uptrend amid rising geopolitical tensions—not because investors are ignoring risks, but because the market is ditching the old globalization playbook for a new pricing framework centered on **"security-driven growth."** Capital isn’t fleeing markets, Dolan found. Instead, it’s pouring into sectors tied to national security: semiconductors, AI infrastructure, energy, defense and cybersecurity. Dolan dubs the current landscape **"Permacrisis"**—a shift from a rules-based globalization era into one of prolonged chaos and geopolitical one-upmanship. In this environment, core resources like computing power, unmanned systems, energy and cybersecurity are now viewed as "strategic assets" by investors. The latest stock market rally has clear structural traits: firms linked to AI computing and deep tech are drawing big hedge fund inflows. Markets a

April 28 Shipping monitors and satellite data show Iranian oil exports are quickly stagnating amid a U.S. Navy blockade. Scores of oil-laden supertankers have massed near Chabahar Port—just miles from U.S. military control lines. Current data puts 6-8 Very Large Crude Carriers (VLCCs) and several medium-sized oil tankers anchored in the Arabian Gulf. A week prior, U.S. forces intercepted and rerouted two large tankers in the region. As the Strait of Hormuz’s transport capacity nears paralysis, Iran’s offshore floating crude storage has swelled to roughly 155 million barrels. To keep exports flowing, Iran has even reactivated 30-year-old, formerly decommissioned tankers. Kpler data indicates Iran has just 12-22 days of remaining storage capacity left. If the blockade holds, markets expect Iran to cut production as early as mid-May—possibly by 1.5 million barrels per day (bpd). Export figures have also plummeted. Iran’s average daily crude exports hit ~1.85 million bpd in M

April 28th As AI infrastructure expands, global memory chipmakers are among the biggest winners of the AI boom. Melius Research analyst Ben Reitzes has launched **Buy** ratings on Micron Technology and SanDisk—his first coverage calls for both stocks—setting two-year price targets of $700 and $1,350, respectively. Key analysis highlights: - AI data centers are fueling skyrocketing demand for High Bandwidth Memory (HBM) and NAND flash, reshaping the semiconductor industry’s profit landscape. - Unlike traditional SaaS firms facing usage-based pricing pressure, memory makers are locking in revenue and gross margins via 3- to 5-year long-term procurement deals—a new model likened to “reverse SaaS.” Current industry trends: - NVIDIA and Advanced Micro Devices (AMD) rely heavily on HBM in their GPUs, pushing global DRAM resources toward AI applications. - Samsung Electronics, SK Hynix, and Micron have shifted a large chunk of DRAM production capacity to HBM, tightening su

April 28 – According to Cointelegraph, U.S. President Donald Trump softened his stance on prediction markets on April 28, just days after voicing his distaste for the sector. Speaking to reporters in Florida, Trump said, “Many other countries participate in prediction markets, and if the U.S. doesn’t join in, we’ll be left behind.” He noted that some “very sharp people” are fans of the product. Earlier, on April 24, Trump had pushed back against prediction markets, criticizing that “the whole world has become a bit of a casino.” Today, platforms like Polymarket and Kalshi have seen a surge in usage, hitting a combined record $23.6 billion in trading volume in March. Donald Trump Jr., the president’s son, has invested in Polymarket (where he serves as an advisor) and also advises Kalshi. Additionally, Trump’s media company has teamed up with Crypto.com to roll out prediction market offerings on Truth Social.

**Binance Update: Ronin Network Migration – Pause on Deposits/Withdrawals** On April 28, official sources confirmed: Starting around **14:00 UTC on May 12, 2026**, Binance will pause token deposits and withdrawals for the Ronin Network to support its scheduled migration. The migration will take place at **block height 55,577,490** (approximately **15:00 UTC on May 12, 2026**). Key details: - Ronin Network token transactions will NOT be disrupted. - Binance will handle all required technical requirements for users. - Once the migration is complete and stable, Ronin token deposits/withdrawals will resume automatically—**no further notice will be issued**.