Morning Report | Will the War End Soon? Global Asset Rally: BTC Breaks 82K, US Stocks, Japanese Stocks, and Gold Hit New Highs; But the Fed's Rate Hike Sword Still Hanging, Quantum Doomsday Countdown Ticks Away

1⃣ Stimulated by the significant progress in ending the war between the US and Iran, BTC temporarily broke through $82k, with geopolitical risk reduction costs rising directly as a catalyst
2⃣ Multiple Federal Reserve officials collectively hawkish, US March PCE year-over-year rose to 3.5%, St. Louis and Chicago Fed presidents both do not rule out further rate hikes
3⃣ Quantum security company Project Eleven warns that "Q-Day" may arrive as early as 2030, with over a 50% probability before 2033, approximately 6.9 million BTC (over $560 billion) face quantum attack risk
4⃣ WorldLibertyFi's governance proposal to unlock 62.2 billion WLFI tokens was overwhelmingly approved, with the founding team’s tokens changed to a 2-year lock-up + 3-year linear unlock, not circulating for at least two years
5⃣ White House digital asset advisor Witt stated at the Consensus conference that details of the US strategic Bitcoin reserve will be announced "within the next few weeks," with the current priority being to inventory and audit crypto assets held by various institutions
6⃣ Trump’s crypto advisor said that a compromise has been reached on stablecoin yield terms, and the White House aims to pass the Clarity Act before July 4
7⃣ US stocks closed higher on Wednesday, with the Nasdaq rising 2% to hit a new high, Nvidia surged 5.7%, regaining a market cap of $5.05 trillion, and the Dow briefly returned to 50,000 points during the day
8⃣ The Nikkei 225 index broke through 61,000 points for the first time to hit a record high, and spot gold also surpassed $4,700 per ounce on the same day
9⃣ Anthropic announced that Claude Code's quota has doubled and peak speed limits have been removed, supported by 220k GPUs provided by SpaceX for computing power