Huang Renxun has left Beijing, and NVIDIA has not disclosed whether Huang Renxun met with the DeepSeek founder.

Per regulatory filings dated March 27, U.S. asset managers REX Shares and Tuttle Capital Management plan to launch two 2x leveraged exchange-traded funds (ETFs) tied to the publicly traded common stock of SpaceX and Anthropic—both still private companies—aiming for early exposure to what are expected to be 2026’s two most anticipated U.S. initial public offerings (IPOs). The upcoming T-Rex 2x Long SpaceX Daily Target ETF and T-Rex 2x Long Anthropic Daily Target ETF will target a daily return of 200% of the percentage increase in each company’s share price post-IPO. SpaceX could file for its IPO in days or weeks, while Anthropic’s IPO is projected to occur later this year, per the filings (source: Jinse).

On March 27, the Iranian military warned that hotels in the region housing U.S. troops would be targeted. “When all U.S. troops are in a hotel, from our perspective, that hotel becomes a U.S. base,” said Shahkarami, spokesman for Iran’s Armed Forces. “Should we stand idly by and let Americans attack us? If we are to retaliate, we will naturally target where they are.” On Thursday, Iranian Foreign Minister Araghchi accused U.S. troops in Gulf Cooperation Council (GCC) countries of using civilians as human shields. (Wall Street CN)

**Tel Aviv Court Unseals Case of Ex-Israeli Air Force Colonel Suspected of Insider Trading on Iran War Airstrike** A Tel Aviv court revealed Thursday that an Israeli Air Force reservist and former colonel is suspected of using classified information to trade on Polymarket in connection with last year’s Israel-Iran war, per *The Times of Israel*. The defendant and an accomplice were charged last month with serious security offenses, bribery, and obstruction of justice. They are accused of wagering on the timing of Israel’s first airstrike during the 12-day conflict Israel launched in June 2025. Authorities have not disclosed the suspect’s identity, the specific amount bet, or full trade details. The case was initially under a court gag order, but parts of the order were lifted Thursday evening following requests from several Hebrew media outlets. Key case details are now public, though the defendant’s name remains confidential. After correctly predicting the airstrike’s timi

On March 27, Chloe (@ChloeTalk1)—a columnist for HTX DeepThink and researcher at HTX—broke down how recent macro factors are impacting the crypto market. The dynamic has shifted from “loose policy expectations fueling risk appetite” to a triple headwind framework: *higher-for-longer rates + energy shock + liquidity tightening*. While Federal Reserve Chair Jerome Powell’s latest remarks officially retained the median forecast of one rate cut this year, the key takeaway is clearer: Policy won’t pivot to easing until inflation sees a sustained, credible decline. Markets have wrapped up the first round of rapid repricing: Short-term rates are staying elevated and even showing upward stickiness, meaning the prior trading playbook centered on “preemptive rate cuts” has largely fizzled out. For crypto, this has directly weakened valuation anchors—pushing up compression pressure on high-beta assets, AI-themed coins, and cash-flow-less tokens. The Middle East conflict has roiled energy ma

**March 27 Update from Greeks.live** (Today is a quarterly options expiry day, with ~36% of Bitcoin (BTC) and Ethereum (ETH) options set to expire.) - **BTC Options Expiry**: 68,000 contracts; Put-Call Ratio (PCR) = 0.56; Max pain = $74,000; Nominal value = $13 billion. - **ETH Options Expiry**: 370,000 contracts; PCR = 0.56; Max pain = $2,250; Nominal value = $21.2 billion. **Key Trends**: - Heavy options rolling this week, peaking at over 40% of total open interest. - Elevated call skew (PCR = 0.56) amid major expiry. - BTC trading activity remains muted despite market volatility. - Options IV: BTC main-term = 51%; ETH main-term = 70%. - Realized volatility (RV) is declining, driving volatility risk premium (VRP) higher—15-day VRP neared 20% in the first half of this week. **BTC Q1 Takeaway**: Bitcoin has underperformed in both price and activity in Q1, with low market confidence. Traders are watching for a potential Q2 turnaround.