Tesla mantiene su posición en BTC en el primer trimestre sin vender Irán aún no ha decidido si negociará el viernes

Headlines

▌Bitcoin held by Tesla was not sold in Q1 2026

On April 23, Tesla disclosed that it did not adjust its Bitcoin holdings in the first quarter of 2026, still holding 11,509 BTC, worth approximately $880 million at current prices. Due to Bitcoin’s price dropping from about $90,000 to $68,000, the company recorded an after-tax fair value loss of approximately $173 million on digital assets. Despite this, Tesla’s overall financial report showed mixed results, with profits exceeding expectations but revenue slightly below market forecasts, causing the stock to rise about 4% after hours.

▌Iran has not decided whether to hold negotiations on Friday

According to the Iranian Tasnim News Agency: Iran has not decided whether to hold negotiations on Friday.

Market Data

As of press time, according to CoinGecko data:

BTC price is $78,266.46, up 2.5% in 24 hours;

ETH price is $2,377.69, up 2.1% in 24 hours;

BNB price is $637.72, up 1.1% in 24 hours;

SOL price is $86.96, up 1.3% in 24 hours;

DOGE price is $0.09579, up 0.6% in 24 hours;

XRP price is $1.43, up 0.2% in 24 hours;

TRX price is $0.3298, down 1.0% in 24 hours;

WLFI price is $0.07829, down 0.9% in 24 hours;

HYPE price is $41.19, up 3.5% in 24 hours.

Policies

▌Russian State Duma passes first reading of digital currency bill, central bank to control market access and trading regulation

On April 22, news reports indicate that the Russian State Duma (lower house of parliament) has passed the first reading of the “Digital Currency and Digital Rights Bill,” marking a key step toward the legalization of crypto assets in the country. According to the bill, the Bank of Russia will become the core regulatory authority for the crypto market, responsible for licensing, approving or banning related transactions, and defining their legality. The bill proposes to classify cryptocurrencies as “property,” but explicitly prohibits their use as a means of payment domestically, with the ruble remaining the only legal tender. However, under Western sanctions, crypto assets can be used for cross-border trade settlements, including service payments and intellectual property transfers. Additionally, the bill allows Russian residents to legally invest in crypto assets through licensed institutions, with a tiered investor system, testing for ordinary investors, and annual investment limits (suggested cap of 300,000 rubles). Initially, only high-market-cap assets like Bitcoin and Ethereum will be permitted for trading, with a whitelist established by the central bank. The bill is expected to be formally passed and enacted by July 2026 at the latest. However, some lawmakers and banking industry figures criticize the regulation as overly strict, potentially impacting market activity, or causing funds to remain in the gray market. Meanwhile, accompanying legislation may introduce criminal penalties, with illegal crypto transactions punishable by up to 7 years in prison.

▌Trump and White House both deny setting a deadline to extend ceasefire

On April 23, Trump told Fox News that reports about a 3 to 5-day window to extend the ceasefire are false. Regarding Iran’s seizure of ships in the Strait of Hormuz, Trump said they are not U.S. ships and he will continue to monitor the situation. When asked about when the war might end, Trump said there is no timetable and he is not in a hurry. “People say I want to resolve this quickly because of the midterms, but that’s not true,” Trump said, adding that the government hopes to secure a good deal for Americans. Trump also said that blockade is more frightening than bombing; they have been bombed for many years, but what they hate is the blockade. Once oil wells are shut down, sometimes they are permanently closed. Trump expects that when negotiations restart, Iran’s foreign minister will still be there. Earlier reports by Fox News and Axios claimed Trump would extend the ceasefire by 3 to 5 days, not indefinitely. In response, White House press secretary Karine Jean-Pierre issued a statement denying that Trump set a final deadline for extending the ceasefire with Iran, and that the claim about giving Iran 3 to 5 days to respond is false.

▌U.S.-Iran ceasefire scheduled to end today; Trump says talks could restart as early as the 24th; Iran denies

On April 23, according to CCTV, the temporary ceasefire between the U.S. and Iran was scheduled to end on the evening of April 22 Eastern Time, and the morning of April 23 Beijing time. However, negotiations for a new round of talks have been difficult to advance. On the evening of the 21st, Iran officially refused to attend the second round of talks scheduled in Pakistan on the 22nd. On the same day, Trump said he agreed to extend the ceasefire with Iran but will continue maritime blockade and maintain military readiness. On April 22, Trump stated that the earliest possible date for restarting U.S.-Iran talks is the 24th, and there is currently no timetable for ending the conflict. Iran has denied holding new negotiations.

Blockchain Applications

▌Google Cloud launches $750 million fund to accelerate AI development with partners

Google Cloud announced a $750 million fund aimed at providing new resources and incentives to its partner ecosystem to help accelerate their joint clients’ transformation through intelligent agent AI. The fund is open to global consulting firms, system integrators, software partners, and channel partners. (Bloomberg)

▌Tencent and Alibaba in talks to invest over $20 billion in DeepSeek

On April 22, according to The Information: Tencent and Alibaba are in negotiations to invest over $20 billion in DeepSeek at a valuation exceeding $200 billion.

▌Robinhood Ventures invests $75 million in OpenAI

Robinhood Ventures, through its recently launched public trading fund Robinhood Ventures Fund I, invested $75 million in OpenAI, reportedly the largest deal by the fund to date. Sarah Pinto, president of Robinhood Ventures Fund I, said that including Robinhood as an investor provides a way to connect with future shareholders of companies like OpenAI that are considering IPOs.

▌SBF invested $200,000 early on in Cursor; if not sold, its stake is currently worth about $3 billion

On April 22, SpaceX announced a cooperation agreement with AI startup Cursor, which granted SpaceX the right to acquire it later this year at a valuation of $60 billion, or to pay $10 billion to advance cooperation. Cursor’s developer Anysphere completed a $400,000 pre-seed round in April 2022, jointly invested by Alameda Research and Heroic Ventures. Alameda invested $200,000 for about 5% equity, which was sold at original price during FTX bankruptcy liquidation; if not sold, this stake is now worth about $3 billion.

Cryptocurrency

▌Coinbase Q1 report: crypto market in a bear or late-bear phase, Bitcoin undervalued significantly

On April 23, Coinbase Institutional and Glassnode jointly released the “Q1 2026 Crypto Market Chart Analysis Report,” highlighting: 1. 75% of institutional investors and 61% of non-institutional investors still believe Bitcoin is undervalued. “The crypto market is still influenced by some key factors, such as regulatory progress and the rise of agentic AI, but their importance has diminished amid global macroeconomic turbulence.” 2. Currently, 82% of institutional investors and 70% of non-institutional investors believe the crypto market is in a bear or late-bear phase, a significant increase from 31% and 36% in December. Meanwhile, expectations of Bitcoin dominance are shifting toward a more “stable” state, reflecting macroeconomic influences. 3. In Q1 2026, the supply of BTC moved in the past three months decreased by 37%, while the supply that hasn’t moved in over a year increased by 1%. This indicates reduced short-term trading activity and more holdings being locked by long-term holders. 4. Despite a more volatile period in the crypto market, cumulative inflows into Bitcoin ETFs remain near historical highs. Overall, the report suggests market sentiment is cautious, but the underlying fundamentals of the crypto market continue to improve.

▌BlackRock’s Bitcoin holdings reach 806,700 BTC

On April 22, according to Lookonchain, BlackRock has been continuously increasing its BTC holdings, reaching 806,700 BTC (about $6.37 billion), a new all-time high.

▌Aave founder responds to recent events: recovering $70 million worth of ETH, advancing multiple risk mitigation strategies

On April 23, Aave founder Stani Kulechov stated that the team is actively pursuing multiple solutions to safeguard user interests and restore normal market order. He revealed that through multi-party cooperation, the Arbitrum Security Council has successfully recovered about $70 million worth of ETH, significantly reducing overall risk exposure. The team is currently discussing with various partners to evaluate different disposal options and is confident in the final solution. Kulechov emphasized that the current focus is on resolving the issue rather than assigning blame, and they will continue reviewing the incident and optimizing mechanisms. He noted that this event is not only about Aave but also an important moment for the DeFi industry, and the team will keep sharing progress externally.

▌Aave funds continue to flow out, total deposits drop to $30.7 billion

On April 22, according to on-chain analyst Yu Jin, affected by the rsETH incident, funds on Aave have continued to exit. Total deposits have fallen from $48.5 billion to $30.7 billion, with about $15.1 billion leaving in three and a half days, nearly one-third of the total. Meanwhile, other major lending platforms show mixed performance: Morpho’s total deposits dropped from $11.7 billion to $10.2 billion, a withdrawal of about $1.5 billion. Spark’s SparkLend TVL increased from $1.9 billion to $3.2 billion, an increase of about $1.3 billion, absorbing some of the whale and institutional funds withdrawn from Aave, including Justin Sun and a whale who bought in with $500 million in February this year.

▌USDC Treasury mints an additional 200 million USDC on Ethereum

On April 22, at 22:00:23 Beijing time, Whale Alert reported that USDC Treasury minted an additional 200 million USDC on Ethereum.

▌Coinbase to list Fluent (BLEND)

On April 23, Coinbase will list Fluent (BLEND) for spot trading.

Major Economic Developments

▌Hasset supports Powell’s explanation of remaining as “acting Federal Reserve Chair”

On April 23, White House National Economic Council Director Hasset expressed support for Federal Reserve Chair Powell’s plan—that if Powell’s successor is not confirmed by the Senate when his term ends in May, Powell will remain as acting chair. Hasset said Wednesday: “I think that’s a proper legal understanding.” Trump has nominated Waller to succeed Powell, but Republicans currently lack enough votes to send the nomination from the Senate Banking Committee to the Senate for confirmation. Senator Tom Tillis said he will delay voting until the Justice Department stops the so-called “false” investigation into the cost overruns of the Federal Reserve building renovation. Hasset said of Waller: “We are very confident he will become chairman at the appropriate time. I believe there will be discussions on how to proceed.” (Jinshi)

▌Iranian Parliament Speaker: Reopening the Strait of Hormuz is “impossible” if ceasefire is openly violated

On April 23, Iranian Parliament Speaker Kalibaf said that a comprehensive ceasefire is only meaningful if it is not violated by maritime blockade and actions that “hijack the global