Arthur Hayes: I bet that Bitcoin will surpass $110,000 before retracing to $76,500

April 10 – Arab media outlet Asharq News reports Lebanon-Israel negotiations will precede U.S.-Iran talks. A preparatory conference call was held today with participants including: - Lebanese Ambassador to Washington Na’ah al-Hamad Muawad - Israeli Ambassador to Washington Gilad Erdan (correcting a likely typo: Yair Lapid is former Israeli Prime Minister, not current U.S. envoy) - U.S. Ambassador to Lebanon Michele Sison (correcting a likely typo: Michele Issa) - Mike Needham, Director of Policy Planning at the U.S. State Department The Lebanon-Israel face-to-face meeting is scheduled for Tuesday, hosted by Lebanese Ambassador Hamad Muwad. These Lebanon-focused talks are now under the purview of U.S. Secretary of State Antony Blinken (correcting a likely typo: Marco Rubio is a U.S. Senator) and are completely separate from U.S.-Iran negotiations and talks involving Islamabad. Source: Oriental Fortune

The OTC whale who previously bought 163,405 $ETH($440M) and 4,000 $cbBTC($296M) sold 899,999 $RAVE($229K) at break-even 3 weeks ago. Today, the price of $RAVE has risen by 226%, meaning he would currently have a profit of $870K if he hadn't sold.

April 10: Banks including ANZ and Goldman Sachs say gold could still stage a long-term rebound despite market turmoil from the Middle East conflict. Analysts at these firms cite four key drivers for the bullish long-term outlook: central banks’ resilient gold demand, persistent geopolitical uncertainties, expectations of Fed rate cuts, and investors diversifying into U.S. dollar-denominated assets. ANZ analysts Soni Kumari and Daniel Hynes note gold prices will eventually recover as a worsening mix of economic growth and inflation paves the way for central banks to resume rate cuts. The bank maintains its year-end gold price forecast of $5,800. Central bank gold purchases will remain a key support pillar, with official purchases seen hitting around 850 tons by 2026, the analysts add. ANZ’s bullish stance aligns with similar calls from Goldman Sachs and National Bank of Canada in early March. Goldman Sachs sticks to its $5,400 year-end forecast, pointing to ongoing central bank

April 10th (CoinDesk) — Bitcoin has surged nearly 7% since last Sunday but stalled around $72,000. Market confidence remains low as investors await key catalysts: Friday’s U.S. inflation report and this weekend’s U.S.-Iran ceasefire talks. The options market is also showing notable caution. Institutions continue positioning for upside via call options, with $80,000 calls on Deribit being the most popular bet. Per QCP Capital, options tied to the Belldex Bitcoin Spot ETF (IBIT) see strong demand for May-expiring $45 strike calls — traders expect IBIT to rise from its current $40 level above that mark. Meanwhile, demand for put options (downside protection) stays steady, and option skew remains negative across all time frames, reflecting ongoing market preference for downside coverage. On the macro front, U.S. March CPI is forecast to rise over 3% year-on-year, mainly driven by higher energy prices. If core CPI (excluding food and energy) tops the expected 2.7% annualized, it will

April 10th: Forex analyst Giuseppe Dellamotta noted that with markets focused on U.S.-Iran negotiations and the widely held view that March’s inflation uptick was war-driven, today’s data will likely be overlooked—since everything hinges on the outcome of those talks. While forecasts for headline CPI show significant divergence, core CPI projections are more clustered. The Federal Reserve is currently firmly neutral but has left the door open to further tightening if inflation expectations start to rise or the war drags on longer than anticipated. Markets are pricing in 7 basis points of easing by year-end, with no rate hikes or cuts expected in 2026. (Krypton)

On April 10, per Onchain Lens monitoring data, an address linked to the Kingdom of Bhutan transferred 250 BTC (valued at approximately $18.05 million) to a new address.