Commodities (Crude Oil & Copper) & Macro Outlook

Gate News message, April 29 — Gold prices fell to $4,582.73 per ounce, down 0.31% today, while silver declined to $72.969 per ounce, down 0.15%. The Bitcoin volatility index (BVIX) rose to 42.00, up 0.53% today. The Ethereum volatility index (EVIX) reached 58.82, down 2.94%. In foreign exchange

比特幣於 4 月 29 日暫報 76,500 美元附近，延續下跌走勢，美元兌日圓下跌近 0.5% 至 158.95。根據日本央行於 4 月 28 日公布的貨幣政策決議，委員會以 6 比 3 票決定維持基準利率於 0.75% 不變，三名委員投票主張當日立即升息，交易員隨即將 6 月 16 日升息的定價概率調升至 74%。

Gate News message, April 29 — Taiwan and South Korea's semiconductor industries, which account for 60% of global chip manufacturing and 70% of the memory chip market respectively, face a critical energy vulnerability as oil and gas shipments through the Strait of Hormuz remain disrupted since the st

戴蒙在挪威會議警告政府債務上升或引發債券危機，1.8兆美元私募信用市場的承銷標準參差，週期反轉時違約與流動性風險將上升。雖非系統性風險，但對高槓桿企業與銀行造成壓力。摩根大通仍積極參與，資產管理部門向機構募資數十億美元，並由商業銀行部門主導新私募信用策略，尋求在市場變動中奪取份額。

Gate News message, April 29 — The XRP Ledger (XRPL) has emerged as a major distribution layer for real-world assets, with tokenized U.S. Treasuries surging to over $418 million from approximately $50 million a year earlier, according to data from Evernorth. The eight-fold increase reflects growing i

Vale reported first-quarter adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $39 billion in a filing dated April 28, falling short of the market expectation of $41 billion. The

OpenAI 未達新增用戶與銷售目標，拖累科技股並致 Oracle、CoreWeave 等合作夥伴股價暴跌；美股自歷史高點回落，原油走高、比特幣跌破 8萬美元至 75,666 美元。Novogratz 指在現行宏觀環境下比特幣回到十萬美元難度增高，需央行放鬆。美聯儲兩日會議與科技股財報季在即，市場觀望。

The United Arab Emirates announced on April 28, 2024, that it will leave OPEC+ effective May 1, 2024, after nearly 60 years as a member, according to statements from OPEC+ delegates and analysts. The exit marks the departure of the fourth-largest OPEC producer and will reduce the alliance's control

川普透過白宮X貼文稱伊朗告知他們陷入『崩潰狀態』，要儘速重開荷姆茲海峽，稱在處理領導層問題；伊朗未證實、白宮亦未說明訊息管道，基礎不明。 Rubio 持懷疑。油市反應劇烈，Brent 超過110美元、WTI 近百美元，阿聯酋宣布退出 OPEC/OPEC+。此舉被視為白宮釋放談判進展信號，後續看伊方回應與油價走勢。

根據 OilPrice 與 AP 4 月 28 日報導，阿拉伯聯合大公國（UAE）國家通訊社 WAM 公告：將於 2026 年 5 月 1 日退出 OPEC（石油輸出國組織）與 OPEC+ 機制。阿聯酋自 1967 年加入、比建國（1971）還早四年，是 OPEC 的創始成員之一。退出生效後，OPEC 將失去其第三大產油國（次於沙烏地阿拉伯與伊拉克）。 退出機制：5 月 1 日生效、官方聲明強調國家戰略 阿聯酋官方在聲明中表示：「這項決定反映阿聯酋的長期戰略與經濟願景以及不斷演進的能源結構，包括加速國內能源生產投資，並強化我們在全球能源市場中負責、可靠、前瞻角色的承諾。」 另一段透過 W

Gate News message, April 28 — The World Bank forecasts that global energy prices will surge 24% in 2026, assuming the severe supply disruptions triggered by Middle East conflict resolve by May. The projection reflects expectations that energy markets will stabilize once regional tensions ease,

阿联酋退出欧佩克重塑全球能源权力格局，布伦特原油突破 110 美元。本文解析油市冲击、沙特博弈、通胀传导及加密资产联动逻辑。

Gate News message, April 28 — U.S. President Donald Trump announced that Iran has requested the reopening of the Strait of Hormuz amid ongoing negotiations to end the two-month conflict between the two nations. Trump stated that he wants Iran to lift the U.S. naval blockade and described Iran's curr

Gate News message, April 28 — The United Arab Emirates announced on April 28 that it will withdraw from OPEC and OPEC+ effective May 1, dealing a significant blow to the organization and its de facto leader Saudi Arabia amid ongoing geopolitical tensions and energy market disruptions triggered by re

Gate News message, April 28 — Saudi Aramco has extended its liquefied petroleum gas (LPG) delivery suspension through the end of May, according to market sources.

Gate News message, April 28 — According to Gate data, WTI crude oil (U.S. benchmark) broke through $103 per barrel, gaining 4.54% intraday, while Brent crude oil (international benchmark) surged past $105 per barrel with a 3.12% daily gain. Both benchmarks reached new intraday highs as energy

Gate News message, April 28 — Iran's Islamic Revolutionary Guard Corps (IRGC) Navy deputy commander stated that Iran has achieved absolute control over the Strait of Hormuz and is demanding passage fees from transiting ships. He emphasized that the strait's territorial sovereignty is inviolable, and

Gate News message, April 28 — Bitcoin price has fallen below $76,000 after failing to hold momentum near $80,000, with traders cautious amid geopolitical tensions, thin liquidity, and tighter macroeconomic conditions. The decline came despite Donald Trump claiming that Iran wants the United States t

Gate News message, April 28 — Kalshi CEO Tarek Mansour outlined the potential for institutional risk transfer markets following the platform's first customized commodities trade. Mansour stated that the company has built a community of leading forecasters who provide price benchmarks for risk

Gate News message, April 28 — Nicolai Tangen, CEO of Norway's sovereign wealth fund, stated on Tuesday that artificial intelligence is offsetting part of the energy price inflation triggered by Middle