Bitget UEX Daily Federal Reserve Countdown; Middle East conflict pushes up oil prices; Apple and Moody will be on the list (30/04/2000)

I. Hot spots

Federal Reserve Developments

For the third time in a row, the Fed maintained interest rates unchanged, with internal divisions rising in 34 years

• If the Federal Reserve were expected to remain at war, but the number of negative votes increased from one to four in the past, Councillor Milan insisted on a 25-basin point, and the three regional Fed presidents opposed the retention of the easing trend; and stated that the new situation in the Middle East increased economic uncertainty and energy prices pushed inflation。
• At the launch, Powell made it clear that the continuation of the Presidency beyond the end of its term on 15 May would not hinder the work of the new President and was committed to maintaining a low profile。
• The Chairman of the United States Federal Reserve nominated by the Senate Banking Committee, 13:11, to vote to clear the obstacles for the entire House in May。

This reflects the Fed ' s cautious stance of inflation and geo-certainty, the blurring of interest rate paths in the short term and the adjustment pressure on the market ' s prospective pricing of future interest rate reductions。

Major international commodities

The conflict in the Middle East continues to push up energy prices, with the average price of United States gasoline soaring from 40 per cent to four years in February

• The average price of petrol reached $4.17 per gallon on 28 April, an increase of about 40 per cent compared to the pre-conflict period of 26 February, which directly affected consumer spending。
• The obstruction of passage in the Strait of Hormuz and the withdrawal of the United Arab Emirates from OPEC have raised concerns about supply and, despite Trump ' s earlier expectation of a fall in oil prices, the escalation has further pushed up the market risk premium。
• The SBW projected a substantial increase in lithium prices to $42,000 per ton of battery-grade lithium carbonate in 2027 (an increase of 47 per cent), emphasizing oversupply of energy storage, electric vehicle demand。

The sharp rise in energy prices not only exacerbates inflationary pressures, but also underpins precious metals and crude oil-related assets, but may inhibit global economic growth expectations。

Macroeconomic policy

Trump claims that he is in the process of conducting nuclear negotiations with Iran by telephone and that 60 days of war authorization is about to expire

• Trump stated at the White House that the US-Iraq dialogue was moving forward, but stressed the need for Iran to completely renounce nuclear weapons and that within the Republican Party of Congress there had been a shift to discuss the need for a formal authorization of military action against Iraq。
• The Walsh nomination moves forward to show that the Federal Reserve leadership has reached a critical stage in its transition and that its abbreviation of commitments and the new inflation framework will influence the long-term monetary policy framework。

While geopolitical easing of expectations overlaps with policy transitions, short-term or some mitigation of risk asset pressures, uncertainty still dominates market sentiment。

Market revisiting

large commodities & foreign exchange performance

• Cash gold: Falls to $4560 per ounce, a continuous movement supported by higher inflation expectations driven by energy prices, but suppressed by a stronger dollar。
• Cash and silverFOLLOWING THE MOVEMENT OF GOLD, 24H FELL BY ABOUT 1.1 PER CENT, REPORTING ABOUT $72 PER OUNCE。
• WTI CRUDE OIL• A significant increase in prices, maintaining a high range of $100-108。
• Brent crude oil: Consistency is strong, estimated at $111 per barrel, and geo-risk premiums continue to dominate。
• United States dollar index: Volatility rises, currently reported at 98.858, benefiting from the Fed's cautious statement and risk avoidance requirements。

Encryption Currency Performance

• BTC24H FELL BY ABOUT 0.36 PER CENT, AT A PRICE OF ABOUT $76,100, AND IN THE SHORT TERM WAS AT A HIGH LEVEL。
• ETH24H FELL BY APPROXIMATELY 0.79 PER CENT AND PRICES BY SOME $2,265。
• Total market value of encrypted currency: 24H FELL BY ABOUT 1 PER CENT AND ABOUT $2.61 TRILLION。
• Market warehouse situation: 24H TOTAL BLAST WAREHOUSE OF APPROXIMATELY $549 MILLION, WITH MORE THAN $348 MILLION。
• Bitget BTC/USDT liquidation map:The current price is around 76,000, with multiple liquidations concentrated, a high level of leverage and a risk of triggering liquidation below. Empty liquidations above continue to accumulate and, if prices go up, they may cause crowding, but in the short term it is more likely to release down liquidity before choosing direction。

• NET INCOMING/OUTWARD SPOT ETF: BTC SPOT ETF NET OUTFLOWS OF ABOUT $10.86 MILLION YESTERDAY; ETH SPOT ETF SMALL OUTFLOWS OF ABOUT $48.4 MILLION YESTERDAY。
• BTC SPOT/CONTRACTNet inflows of spot and contracts amounted to $1.921 million and $439 million。

United States equity index performance

• Finger: Decline of 0.57 per cent, reporting 48,861.81 points and falling for the fifth consecutive day, affected by higher energy costs and expected interest rates。
• Pistol 500(b) A decline of 0.04 per cent, reporting 7,135.95 points, overall concussion, supported by defensive plates。
• Nut finger(B) A SLIGHT INCREASE OF 0.04 PER CENT, REPORTING 24,673.24 POINTS, IN THE STORAGE AND LIGHT COMMUNICATIONS CONCEPT LEADING TO A REBOUND IN THE TECHNOLOGY UNIT TO OFFSET PART OF THE ADJUSTMENT PRESSURE OF THE AI UNIT。

Technology giant dynamics

• YVDA (NVDA)209.25, down 1.79%Core causes of rise and fall: While the recent boom in equity prices has been mixed, WSJ reports that OpenAI's collection and user growth targets are not as good as expected, raising market concerns about the slowdown in AI capital spending and the overall pressure on semiconductors and AI plates。
• GOOGLE (GOGL)$349.94, down 0.05%Core causes of rise and fall: Towards the release of the financial statements on 29 April, investors took a cautious approach and showed minimal volatility。
• APPLE (AAPL)$270.17, down 0.20%Core causes of rise and fall: THE 30 APRIL NEWSPAPER IS ABOUT TO BE RELEASED, AND THE MARKET IS LOOKING FORWARD TO THE PROGRESS OF CONSUMER E-DEMAND AND AI FUNCTIONALITY, WITH A SLIGHT REVERSAL。
• MICROSOFT (MSFT)$424.46, down 1.12%Core causes of rise and fallAs a major partner of OpenAI, it was directly hampered by the frustration of OpenAI ' s growth goals, while it was in the positioning phase immediately preceding the financial presentation。
• AMAZON (AMZN)$263.04, 1.29 per cent increaseCore causes of rise and fall: AWS Cloud Business AI Orders are strong, and Meta announced a large-scale adoption of additional commitments from AWS Graviton chip, Anthropic, etc., to drive the cloud-AI plate against the wall。
• CHANNEL (AVGO)$405.45, 1.41 per cent increaseCore causes of rise and fallThe continued strong demand for custom-made AI chips, in collaboration with Google, Meta, Anthropic and others, offset the overall adjustment pressure of the plates and demonstrated greater resilience。
• Meta (META)$669.12, down 0.33 per centCore causes of rise and fall: ON 29 APRIL, ON THE EVE OF THE CLOSING OF THE FINANCIAL STATEMENTS, INVESTORS WERE CAUTIOUS ABOUT THE SUSTAINABILITY OF AI CAPITAL RETURNS AND THE GROWTH OF ADVERTISING。

Overall market interpretation: On 29 April, the United States share technology block was divided, with OpenAI performing less than expected to be the main catalyst to trigger short-term adjustments to the AI theme, while Amazon and Chase were able to reverse the rise with specific AI orders, highlighting the differential pricing of the market on the actual commercialization of AI. Investors are following closely the validation signal of the pace of AI capital expenditure in this week's intensive financial reporting。

Plank Instant Observation

Storage conceptSignificant increase (multiple increases over 5-45 per cent)

• It represents a 45.8 per cent increase in technology, a 11.1 per cent increase in technology and a 5.57 per cent increase in data for the west。
• DRIVER: THE AIS SERVER DEMAND ERUPTED AND THE Q1 PRE-FISCAL MARKET WAS PRE-SET, AND THE SEMICONDUCTOR SUPPLY CHAIN RECOVERY SIGNAL WAS CLEAR。

Philadelphia Semiconductor Index2.35 per cent increase

• Representational units: Njipur increased by 25.55 per cent and Intel by 12.1 per cent。
• DRIVER: DEMAND FOR AI CHIPS CONTINUES AND STORAGE IS LINKED TO LIGHT COMMUNICATION PLATES。

III. In-depth interpretation of United States shares

1. GOOGLE PARENT COMPANY (GOOGL) - Q1 BATTALION OVER-EXPECTED AI-DRIVEN FULL BUSINESS GROWTH

Summary of eventsGoogle earned 22 per cent to $10.9 billion over the same period, well above expectations of $1071 billion, and net profits increased by 81 per cent to $62.6 billion over the same period (including non-liquid equity gains). CEO stressed that AI was permeating every corner of the operation, with a record search volume, the backlog of Google Cloud Orders nearly doubled to $46 billion, and Gemini paid users increased by 40 per cent。Market interpretation: IT IS GENERALLY BELIEVED THAT THE PROCESS OF COMMERCIALIZATION OF AI IS ACCELERATING, AND THE SURGE IN CLOUD BUSINESS ORDERS IS INDICATIVE OF STRONG DEMAND AT THE ENTERPRISE LEVEL, WITH POST-STOCK PRICES INCREASING BY OVER 7 PER CENT, HIGHLIGHTING THE MARKET ' S RECOGNITION OF THE GOOGLEAI MOAT。Investment revelation: AI LIQUIDITY IS OVER-ANTICIPATED, AND IT IS RECOMMENDED THAT ATTENTION BE PAID TO THE IMPROVEMENT IN THE GROSS DOMESTIC PRODUCT OF SUBSEQUENT CLOUD OPERATIONS AND THE VALUE OF LONG-TERM CONFIGURATION BE HIGHLIGHTED。

2. AMAZON (AMZN) - AWS HAD THE HIGHEST GROWTH IN INCOME IN ALMOST TWO YEARS

Summary of events: Amazon Q1 earned a 17 per cent increase over the same year, business profits rose to a new high of more than 13 per cent and net profits increased by 77 per cent (including Anthropic investment returns); AWS earned an increase of 28 per cent over the same period, real estate equipment expenditure increased by 160 per cent over the same period over the past 12 months, free cash flows fell by 95 per cent, and Q2 received a higher than anticipated, but a slightly lower than anticipated profit guide。Market interpretation: The analyst noted that the backlog of AWS orders and Prime Day were expected to support the growth, but that high AI capital expenditure had temporarily suppressed cash flows and post-asset prices had risen by over 3 per cent。Investment revelation: AI INFRASTRUCTURE INVESTMENT, WHILE PUSHING UP SPENDING, WILL IN THE LONG RUN CONSOLIDATE THE CLOUD MARKET LEADERSHIP AND FOCUS ON FREE CASH-FLOW POINTS。

Meta Platforms (META) - Q1 substantial increase but expected adjustments due to capital expenditure

Summary of events: Meta Q1 received a 33 per cent increase over the same year, but capital expenditure increased significantly to support AI infrastructure and markets were more sensitive to short-term profitability pressures。Market interpretation: THE INSTITUTIONAL PERSPECTIVE IS DIVIDED TO THE EXTENT THAT AI INVESTMENTS WILL LEAD TO LONG-TERM EFFICIENCY GAINS, BUT THE CURRENT HIGH EXPENDITURE RESULTS IN A VALUATION CHARGE。Investment revelation: FOCUSING ON THE APPLICATION OF THE LANDING RHYTHM OF AI, LONG-TERM ADVERTISING + THE META-COSM DOUBLE-WHEEL DRIVE STILL HAS POTENTIAL。

4. Western Data (WDC) / Modi - Storage concept rises

Summary of eventsTHE TOTAL SIZE OF THE STORAGE PLATES WAS STRONG, WITH WESTERN DATA INCREASING BY 5.57 PER CENT AND MOODY ' S SHARE PRICE BY 6.17 PER CENT, RESPECTIVELY, THE MARKET PRE-POSITIONING OF THE AIS SERVER STORAGE REQUIREMENTS AND THE PROXIMITY OF THE FINANCIAL SEASON TO CATALYSTS。Market interpretation: INSTITUTIONS VIEW AI-DRIVEN STORAGE DEMAND OUTBREAKS AND Q2 GUIDANCE IS EXPECTED TO FURTHER VALIDATE CYCLE RECOVERY。Investment revelation: THE STORAGE CHAIN, WHICH SERVES AS THE HARDWARE BASE FOR AI, IS RICH IN SHORT-TERM CATALYSTS, AND IT IS RECOMMENDED THAT ATTENTION BE PAID TO CONTINUITY AFTER FINANCIAL VALIDATION。

IV. Developments in encryption money projects

ACCORDING TO CHAIN ANALYSTS, IN 2020 ONLY 37.8 ETH (US$ 1.37 MILLION) WERE PURCHASED FOR 103 TRILLION SHIB (17.4 PER CENT OF THE TOTAL), AND 800 BILLION SHIB (US$ 4.91 MILLION) WERE TRANSFERRED TO THE EXCHANGE OVER THE PAST DAY. AT THE HIGHEST PRICE IN 2021, 103 TRILLION SHIBS WERE WORTH $9.1 BILLION. CURRENTLY, THE VAST MAJORITY OF ITS WAREHOUSES REMAIN UNSOLD, STILL HOLDING 95.42 TRILLION SHIBS (16.2 PER CENT OF THE TOTAL), VALUED AT $588 MILLION。

2. Tether Investments disclosed its proposal to merge Twenty-One Capital with the Bitcoin Financial Technology Company Strike and the large Bitcoin mining company Elektron Energy to strengthen its structure, capital allocation and long-term development。

3. Meta, the technology giant, began to provide stable currency payment services to some creators with the support of Stripe, the first for specific creators in Colombia and the Philippines. Eligible users can bind encrypted wallets and receive USDC coins issued by Circle on the Solana or Polygon block chain。

4. The Zcash Trust (ZCSH) averaged approximately $1.7 million per month in April, double the previous month, reaching its highest level since January, although still well below the last two months of 2025. At the same time, as privacy use cases continue to grow structurally, the ZEC shield supply continues to be at an all-time high。

5. Bloomberg data show that, since early 2025, over 100,000 wallets in the market platform Polymark have lost at least $1,000, close to double the number of users of the same size for profit. Overall, with the exception of a small number of head accounts, most users were in a state of loss, with a cumulative net loss of approximately $131 million. At the same time, close to half of the accounts are concentrated in the ±10 dollar zone, indicating that there is limited overall bulk returns, while large profits are concentrated in a small number of users。

6. In the first quarter of 2026, the Episode Foundation allocated a total of approximately $9.856 million to projects in various fields, focusing on infrastructure development, safety and zero knowledge certification。

V. Today ' s market calendar

Data release schedules

The big news

Institutional perspective:

ACCORDING TO SEVERAL INVESTMENT BANK ANALYSTS, THE US FEDERAL RESERVE’S RARE INTERNAL DIVISIONS, COUPLED WITH GEO-STRETCHING TO RAISE ENERGY PRICES IN THE MIDDLE EAST, WILL FURTHER REDUCE FUTURE INTEREST-RATE SPACE, AND SHORT-TERM DOLLAR AND OIL PRICES WILL REMAIN SUPPORTIVE, BUT ALSO EXACERBATE INFLATIONARY CONCERNS. ACCORDING TO AGENCIES SUCH AS MORGAN STANLEY, THE AI CAPITAL EXPENDITURE CYCLE IS STILL AT AN EARLY STAGE AND STORAGE AND SEMICONDUCTOR PLATES ARE EXPECTED TO CONTINUE STRONG; GOLDMAN SACHS POINTS OUT THAT THE BTC AND GOLD ARE CHARACTERIZED BY A COMBINATION OF RISK AVOIDANCE AND GROWTH IN THE CURRENT ENVIRONMENT, AND THAT THE TREND IN THE INSTITUTIONAL CONFIGURATION OF ETF INFLOWS HAS NOT CHANGED DESPITE FLUCTUATIONS. OVERALL, THE MARKET IS SHIFTING FROM A “LOW INTEREST-RATE TRADE” TO A “GEO-+AI THEME”, WITH SHORT-TERM FLUCTUATIONS OR HIGH LEVELS OF VOLATILITY, SUGGESTING THAT ATTENTION BE PAID TO THE TRANSMISSION EFFECTS OF ENERGY PRICES ON CONSUMER SPENDING AND ENTERPRISE PROFITS, AND TO THE IMPACT OF THE NOMINATION OF THE NEW FED CHAIRMAN ON THE LONG-TERM POLICY FRAMEWORK。

DISCLAIMER: THE ABOVE IS COLLATED BY AI, MANUALLY ISSUED ONLY FOR VALIDATION AND IS NOT RECOMMENDED FOR INVESTMENT. FOR UNAVOIDABLE DEVIATIONS IN THE TEXT, PLEASE REFER TO MARKET INSTANTANEOUS DATA。