Analysis: This Year's Inflation May Far Exceed Expectations, Fed Rate Cut Outlook Upended

As of April 3, Flowscan data indicates that amid rotation across major traditional assets (including U.S. equities, gold, silver and oil), the open interest for Hip3 deployer TradeXYZ has surged 788% since the start of the year.

On April 3, Bitcoin mining firm Riot Platforms sold 3,778 BTC in Q1 2026 at an average price of $76,626, generating $289.5 million in profit. As of the end of Q1, the company retains 15,680 BTC on its balance sheet. Over the past week, firms including MARA Holdings, Genius Group, and Nakamoto Holdings collectively offloaded 15,501 BTC, with MARA accounting for the bulk of those sales.

April 3rd — Tencent Cloud officially launched its "Lobster" Memory service, TencentDB Agent Memory, which adds long-term memory functionality to OpenClaw. Currently, Agent Memory is seamlessly integrated as a plugin into Tencent Cloud’s Lighthouse, ClawPro, and other offerings, with support for free one-click activation. (Tencent Cloud)

**April 3rd** — Per monitoring from The Data Nerd, a whale address (bc1qc) withdrew 365 bitcoins (~$24.2M) from Kraken 10 minutes ago. The address now holds a total of 4,238 bitcoins (~$281.29M).

On April 3rd, data from Coinglass shows the crypto market weakened and pulled back to a low level following former U.S. President Donald Trump’s speech. Bitcoin is currently trading at $66,435, down 0.55% over the past 24 hours; Ethereum is at $2,048, a 0.53% drop in the same period. Current funding rates across major centralized (CEX) and decentralized (DEX) exchanges indicate bearish sentiment toward BTC and ETH has eased compared to earlier, though rates on leading exchanges remain negative with no significant divergence between the two. Specific funding rates for major coins are shown in the attached image. **BlockBeats Note**: The funding rate is a metric set by crypto exchanges to maintain parity between contract prices and underlying asset prices, typically applicable to perpetual contracts. It’s a fund transfer mechanism between long and short traders—exchanges do not charge this fee. Its purpose is to adjust the cost or profit for traders holding contracts, keeping

April 3rd — Per HyperInsight monitoring (via https://t.me/HyperInsight), the "rally-chasing, dip-killing" whale wallet 0x965 faced consecutive liquidations overnight and this morning. Long positions on S&P 500 and TAO, plus a short position on BRENTOIL, were all liquidated, totaling $23.85 million. Of those, the S&P 500 long position’s single liquidation hit $17.3 million — the largest single liquidation across the network in the past 24 hours. The address also injected an extra $910,000 into Hyperliquid to re-enter the market. Looking back over the past week, the whale has repeatedly chased rallies and faded dips on assets including BTC, ETH, HYPE, S&P 500, and BRENTOIL, racking up 37 liquidations totaling a staggering $116 million. After each liquidation, new funds were added to reopen positions, repeating the cycle. As of press time, the address has shifted its focus to long positions on BTC and ETH, opening highly leveraged positions worth $11 million. Current floating los