Global TradFi & Macroeconomics

MicroStrategy now holds 815,061 BTC, surpassing BlackRock after buying 34,164 BTC for $2.54B; reserve ~$61.6B with cost basis ~$75.5k. Unrealized profit ~ $242M; 6.2% April yield (9.5% YTD).

Gate News: According to the latest Gate TradFi data, XUNCE (XUNCE 03317.HK) has surged by 8% in a short period. Current volatility is significantly higher than recent averages, indicating increased market

Gate News message, April 22 — Tether's flagship stablecoin, USDT, has reached a record circulating supply of $188 billion, according to Tether CEO Paolo Ardoino. The milestone builds on early March levels when USDT's market cap stood at $184 billion, representing approximately 58% of the $315 billio

Abstract: Trump's Fed chair nominee Kevin Warsh argues digital assets are already part of U.S. finance, rejects a central bank digital currency, and favors market-led crypto innovation. He disclosed more than $100 million in crypto holdings, inviting questions about independence. Summary: Warsh, Trump's Fed nominee, says digital assets are integral to U.S. finance, rejects a CBDC, and favors market-driven crypto innovation; he disclosed more than $100 million in crypto holdings, raising independence concerns.

ASMPT lifts Q2 revenue guidance to $540–600m on AI-driven demand; Q1 revenue was $507.9m with record bookings. Growth from TCB and HBM4, photonics, wire/die bonding, and AI-driven SMT demand; SMT segment options under review. ASMPT announced a higher second-quarter revenue outlook of $540 million to $600 million, driven by AI-related semiconductor demand, following first-quarter revenue of $507.9 million and record bookings. Growth is led by Thermo-Compression Bonding tools for logic chips, HBM4 modules, and photonics for data centers, with contributions from wire/die bonding and AI-driven SMT demand. The company reported no material impact from the Iran conflict and is evaluating strategic options for its SMT Solutions Segment to focus on the higher-growth Semiconductor Solutions Segment.

Global risk appetite rose on easing Middle East tensions, lower energy prices, and strong institutional support, pushing equities to new highs; gold held gains while crypto and ETFs posted modest moves. Global risk sentiment improved as tensions eased and energy prices fell, with equities at highs, gold firm, and crypto modestly higher; regulatory steps included France backing euro stablecoins and Circle's USDC Bridge.

The article explains the actively managed ETFs that have been benefiting from recent enthusiasm in the Taiwan stock market. 00403A is being offered by Uni-President Asset Management from 4/22 to 4/24, with an issue price of 10 yuan. Actively managed ETFs seek excess returns by dynamically adjusting holdings through a fund manager, and are especially suitable for markets led by semiconductors and technology. 00403A uses a “core and enhanced” strategy: it takes the top 50 stocks by market cap as the core, adds stocks ranked 51–200, caps any single holding at 30%, and charges a fee rate of 1.0–1.2%. The planned portfolio is expected to focus on leading stocks such as TSMC. Compared with the same-family 00981A, 00981A has a more aggressive style and targets high growth; 00403A is more steady, based on large-cap stocks, and is suitable for investors with a moderate risk tolerance.

Iran's envoy says talks can start once Washington ends its naval blockade and ceases ceasefire violations; signals of a possible lift, with markets moving as metals rise and the dollar and oil fall. Abstract: The piece reports that Iran's UN envoy is ready to negotiate immediately if the U.S. ends its blockade and ceases ceasefire violations, citing Tasnim News Agency; it notes signals of a possible lift and related market reactions.

Gate News message, April 22 — Bitcoin surged above $78,000 this morning following Trump's extension of a temporary ceasefire between the US and Iran. The ceasefire, mediated by Pakistan, was extended just before the original two-week agreement was set to expire. As BTC approaches $80,000, Jack Yi,

Gate News message, April 22 — Thailand's largest hospitality group, Minor International, is seeking to list a real estate investment trust (Reit) on the Singapore Exchange (SGX) before the end of 2026 to fund the development of branded residences. The Reit will be seeded with 14 hotels—12 in

Gate News message, April 22 — Just 15 minutes before U.S. President Trump announced an extension of the ceasefire agreement with Iran, traders placed a $430 million bet on falling oil prices. This marks the third such wager this month and the fourth since the conflict began, demonstrating a pattern

Gate News message, April 22 — The U.S. Dollar Index (DXY) declined 10 points in short-term trading to 98.28, according to Gate's market data.

Abstract: This article reports Japan’s FY2025 trade data, showing a 1.71 trillion yen deficit—the fifth consecutive—driven by imports growing slowly despite 4% export gains led by semiconductors. It notes surging U.S. crude and LNG exports, with weaker auto and semiconductor equipment shipments to the United States due to tariffs. Summary: Japan posted a 1.71 trillion yen FY2025 trade deficit, exports up 4% on semiconductors, imports up 0.5%; U.S. energy exports rose, but auto and semiconductor equipment shipments to the U.S. fell due to tariffs.

Gate News message, April 22 — Spot gold intraday gains expanded to 1%, trading at $4,766.86 per ounce.

Bitcoin mining and AI compute company Soluna Holdings (Nasdaq: SLNH) announced on April 21 that it has signed its fourth expansion agreement with Blockware. The company added 3.3 megawatts of installed capacity to Blockware’s Dorothy 1B wind-powered data center project in West Texas, bringing Blockware’s total capacity across all Soluna sites to over 17 megawatts.

According to a Reuters report on April 22, in a draft of its S-1 registration statement to be filed soon, SpaceX issued a warning to potential investors, saying that its plans to develop space-based AI data centers and to industrialize the Moon and interplanetary space are “still in an early stage, involve significant technical complexity and unproven technology, and may not achieve commercial viability,” sharply contrasting with the optimistic attitude its CEO, Musk, has publicly expressed this year.

Gate News: According to the latest Gate TradFi data, XUNCE (XUNCE 03317.HK) has surged by 4% in a short period. Current volatility is significantly higher than recent averages, indicating increased market

Gate News message, April 22 — ProCap Financial, backed by crypto entrepreneur Anthony Pompliano, has partnered with prediction market operator Kalshi to launch a professional research product tailored to predictive markets. ProCap will access Kalshi's data through a direct pipeline and employ AI age

Gate News message, April 22 — The U.S. military boarded and seized the stateless oil tanker M/T Tiffany in the Indian Ocean overnight on April 21 (local time), according to the U.S. Department of Defense. The vessel, carrying approximately 2 million barrels of crude oil, was traveling from waters

China’s demand for gold picked up sharply in March as imports hit their highest level in two years. The latest data shows China imported 162 metric tonnes of gold during the month, a sign that buyers stayed active even as prices remained high. At the same time, the People’s Bank of China