Global TradFi & Macroeconomics

On Monday (May 4), US stock futures rose as improving risk sentiment was buoyed by prospects of shipping resuming through the Strait of Hormuz and progress toward a US-Iran deal. S&P 500 Index futures gained 0.2% after the underlying gauge closed at a record high on Friday. Brent crude declined 2% i

According to CME FedWatch, as of early May 2026, the Federal Reserve has a 92.8% probability of keeping rates unchanged in June, with only a 7.2% chance of a 25 basis point rate cut. For July, the probability of holding rates steady stands at 88.8%, with a 10.9% probability of a 25 basis point cut a

According to ChainCatcher, U.S. stock index futures opened higher on Monday (May 4), with Dow futures up 0.2%, based on Gate trading data.

Gate News: According to the latest Gate TradFi data, XTIUSD (WTI Crude USOIL) has dropped by 2% in a short period. Current volatility is significantly higher than recent averages, indicating increased market

Gate News: According to the latest Gate TradFi data, USDHUF (US Dollar vs Hungarian Forint) has dropped by 1% in a short period. Current volatility is significantly higher than recent averages, indicating increased market

Figure achieved a $1 billion monthly milestone, capping a years-long effort to remove intermediaries from credit markets and move real-world assets, lending, and equities onto blockchain networks. The company's strategy focuses on bringing traditional financial infrastructure onchain, with an

Dennis Porter, founder of Satoshi Action, explained that the U.S. government and military are shifting their perspective on Bitcoin from a purely financial investment to a critical component of national defense. According to Porter, Bitcoin is increasingly being considered a "national security

According to BlockBeats, Bitcoin surged above the $80,000 level on May 4 as global markets entered a period of intensifying macroeconomic and geopolitical events. The U.S. military announced Operation Prosperity Guardian, deploying 15,000 personnel and naval and air assets to the Strait of Hormuz fo

According to The Block, on May 1, lawyers representing North Korea terrorism creditors served a restraining notice on Arbitrum DAO, preventing the release of 30,766 ETH (~$71.1 million) that the Arbitrum Security Council froze on April 20 following the Kelp DAO exploit. The notice names Arbitrum DAO

Guo Ming-chi said Intel EMIB-T’s verification yield is about 90%, which still falls short of TSMC’s 98% CoWoS, and mass production remains challenging; Google also asked about the cost difference of chips calculated based on its own in-house wafer production, showing its intent to control costs. With CoWoS starting at 98%, TSMC’s lead, Humufish’s capacity allocation, and MediaTek’s wafer-fabrication strategy will affect TPU costs and supply stability.

Tether added over 6 tons of gold in Q1 2026, bringing total USDT-backed reserves to 132 tons valued near $19.8 billion. Gold now makes up about 10% of reserves, alongside $117B in U.S. Treasuries and $7B in Bitcoin holdings. Combined gold holdings hit 154 tons, positioning Tether among to

CFTC grants no-action relief on swap reporting and recordkeeping for Gemini Titan, Olympus, and participants under specific conditions. Move shows ongoing regulatory flexibility as agency addresses compliance gaps through temporary guidance and exemptions. Raagnee Beri named

Key Insights XRP trades within a tightening rising channel, with resistance near $1.40 and SAR at $1.4734 defining short-term breakout direction. Spot ETF inflows into XRP remain positive, reaching $1.30 billion cumulatively, while Bitcoin and Ethereum funds record notable outflows in

According to a Reuters investigation published Friday, May 2, Nobitex, Iran's dominant crypto exchange with roughly 11 million users, was founded by brothers Ali and Mohammad Kharrazi, members of a family related by marriage to all three of Iran's supreme leaders. The brothers registered the company

Bitcoin miner Riot's shares jumped 8% following an expansion of its AMD data center deal. The expanded agreement and improved financing terms reflect Riot's strategic pivot away from bitcoin mining toward growing its data center business, strengthening investor confidence in the

Families holding decades-old judgments against North Korea are attempting to seize 30,765 ETH frozen following an rsETH exploit, according to a post on Arbitrum DAO forums. The families cite alleged links between the attack and DPRK-linked hacking groups, including Lazarus, and are invoking a New Yo

Berkshire Hathaway increased its cash reserves to an all-time high of $397 billion in the first quarter of 2026, according to the company's financial results. The move comes as valuations in U.S. stock markets have reached historical highs, reigniting debate over whether the company is positioning f

Canadian pension giant AIMCo has returned to Michael Saylor's bitcoin treasury company Strategy, now holding an unrealized gain of $69 million. The move marks AIMCo's re-entry after previously exiting the

Over the past 9 weeks, the United States exported more than 250 million barrels of crude oil, averaging about 4 million barrels per day, becoming the world’s largest crude oil exporter and overtaking Saudi Arabia; Gulf ports have become the global oil-tanker hub, serving as the “last oil source” when the Strait of Hormuz is disrupted. The reason is idle shale production capacity and pipeline network expansion. On May 3, OPEC+ increased output by 188 thousand barrels per day, but it still falls short of the United States’ explosive exports. Key points to watch next include the upper limit of shale production capacity, consumption of strategic reserves, and changes in the dollar’s position in crude oil price denominators.

According to The Information, SpaceX launched a major IPO roadshow on May 3, attracting around 200 investors from major Wall Street funds. The roadshow was so heavily oversubscribed that a chartered aircraft could not accommodate all interested investors. As the company prepares to go public,