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After the FOMC statement, the probability of the Federal Reserve raising rates in September has decreased
According to the CME FedWatch, the probability of keeping the interest rate unchanged in September is 36.8%, the probability of cumulative rate hikes of 25 basis points is 63.2%, and the probability of cumulative rate hikes of 50 basis points is 0%. For October, the probability of keeping it unchanged is 26.2%, the probability of cumulative rate hikes of 25 basis points is 55.6%, the probability of cumulative rate hikes of 50 basis points is 18.2%, and the probability of cumulative rate hikes of 75 basis points is 0%. Source: Jin10.
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Six Trump-related companies deny involvement in an IRS tax exemption agreement; Blanche’s nomination is blocked
Warren announced the results of her investigation into 11 Trump and family-related companies: six said they were not involved and not subject to exemption requirements, while five refused to respond. The exemption provision is part of an IRS settlement; amid a dispute over the scope, Republicans asked to narrow it, and the confirmation of DOJ nominee Blanche has been delayed. Democrats proposed an amendment to repeal the exemption and bar the IRS from reaching similar deals with sitting presidents and related parties; a vote will be held on Thursday.
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KALSHI-6.57%
WLFI-1.34%
TAG-4.03%
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2026 April WTI crude oil price forecast significantly revised upward
ME News: Message, April 28 (UTC+8). Market prediction data shows that in the poll “Will WTI crude oil reach the $100 high point in April 2026?”, the trading probability for the “Yes” option jumped from 58.5% to 91.0%, increasing by 32.5 percentage points in a single day.
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Microsoft World-R1: Use reinforcement learning to teach video models to “understand” 3D, boosting PSNR by 10 dB without changing the architecture
AIMPACT news, April 28 (UTC+8). According to Dongcha Beating monitoring, a team from Microsoft Research and Zhejiang University proposed World-R1, using reinforcement learning to help text-to-video models learn 3D geometric consistency without modifying the model architecture or relying on 3D datasets. The core idea is: after generating a video, use the pretrained 3D foundation model Depth Anything 3 to reconstruct the scene’s 3D Gaussians (3DGS), then render from a new viewpoint and compare with the original video. Combine reconstruction error, trajectory deviation, and new-viewpoint semantic trustworthiness (scored by Qwen3-VL) into a reward signal, and feed it back to the video model via Flow-GRPO (a reinforcement learning algorithm adapted for flow-matching models). The base models are the open-source Wan 2.1 by Wanxiang (1.3B and 14B), trained separately
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April 2026 WTI crude oil price trend forecast significantly revised upward
ME News update: April 28 (UTC+8). Predicted market data shows that in the forecast “Will WTI crude oil reach the $100 peak in April 2026?”, the selection probability for the “Yes” option rose from 58.5% to 91.0%, increasing by 32.5 percentage points in a single day.
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Crypto hackers have stolen $17.1 billion in assets over the past decade
ME News, April 28 (UTC+8): In the past decade, total cumulative losses reached $17.1 billion, involving 518 incidents; in the past five years, losses were about $15.2 billion, involving more than 450 incidents; in the past year, losses were about $2.5 billion, involving more than 140 incidents. Recent losses show that crypto attacks have shifted from smart contract vulnerabilities to private key leaks and access control. (Source: ChainCatcher)
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Institution: The Bank of Japan’s “policy reaction function” has changed, and the yen’s trend now hinges on rate hikes
On April 28, the sharp weakening of the yen could prompt the Bank of Japan to act. In its report, the central bank said it will continue raising interest rates based on economic, price, and financial conditions, and that the policy reaction function may change. Foreign exchange volatility is increasingly likely to affect prices and, by altering inflation expectations, influence underlying inflation. The BOJ does not directly target the yen, but if yen depreciation significantly accelerates price increases, it may adjust policy.
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The IDF Chief of Staff threatens to expand the scope of operations in southern Lebanon, saying he will not withdraw from the control areas.
ME News, July 30 (UTC+8): Israel Defense Forces Chief of the General Staff Eyal Zamir said that before ensuring Israel’s security, the IDF will not withdraw from areas it has occupied in southern Lebanon. Zamir made the remarks while inspecting the occupied areas in southern Lebanon, mentioning that the IDF has already taken control of parts of the area and cleared terrorist infrastructure; if necessary, it would expand the scope of operations to include more areas. He stressed that they will not withdraw from areas under their control before ensuring long-term security. (Source: ChainCatcher)
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Tom Lee: The market has already digested the impact of the Iran war, and the S&P 500 is targeting 7,700 points
Fundstrat founder Tom Lee said investors have become desensitized to geopolitical risks, the U.S. economy is resilient, and the S&P 500 is expected to break through 7,700 this year, still offering about 7.3% upside from 7,173.91 points. The three core drivers of the upside in U.S. stocks are: during the earnings season, profits at more than 89% of companies came in above expectations; AI is boosting productivity and promoting business growth; and the private credit market is recovering, with underwriting performing better than expected. Historical data shows that after major wars, U.S. stocks typically rebound quickly.
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SPYX0.60%
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Galaxy Digital OTC-related address deposited 21,369 ETH into a CEX at an average price of $2,307.34.
ME News, April 28 (UTC+8). In the past 24 hours, Galaxy Digital OTC-related addresses have cumulatively transferred 21,369 ETH to trading platforms, totaling $49.3 million, with an average top-up price of $2,307.34. Wallet address: 0x16F6d15381bEE4A25B25F0d1C4161b78f7F21Fde (Source: ChainCatcher)
ETH1.53%
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Alibaba Cloud PolarDB and MemTensor jointly launch an AI memory solution, with the P99 latency reduced by up to 89.2%
Alibaba Cloud PolarDB and MemTensor jointly launch an all-in-one AI memory solution that integrates relational search, vector search (PGVector), and graph search (PolarAGE) within a single PolarDB-PG instance, reducing the maximum P99 latency by 89.2%. MemTensor positions it as a MemOS persistent memory layer, emphasizing that it will never go down. The solution directly combines database infrastructure with AI memory management, targeting AI applications that require long context windows or persistent state management.
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BIT: Strategy and Bitcoin’s price action show some divergence; pay attention to their relative performance
ME News said Strategy (formerly MicroStrategy) holds Bitcoin at a cumulative cost of about $62B. Despite Bitcoin being volatile over the past two quarters, the company has still financed through the capital markets and increased its BTC holdings. Historically, Strategy’s stock price has been closely linked to Bitcoin’s price: in bull markets it is more sensitive, with strong upside elasticity; during pullbacks, the stock price sometimes weakens before BTC. Currently, the two are diverging—if the divergence persists, it needs attention; if they converge in the future, it may indicate an improvement in Strategy’s relative performance versus BTC, but it still depends on the overall market environment.
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BTC1.33%
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Zuckerberg declares: Within five years, billions of people will have their own AI assistants, and Meta is betting big on the future with a heavy investment
[ME AI]() news flash: Zuckerberg believes that intelligent agents will be deeply integrated into everyday financial, health, social, and home scenarios. As interactions between multi-agent systems become widespread, instant messaging platforms such as WhatsApp have become a central hub for users to access AI, highlighting their importance. Tech giants are racing to roll out intelligent systems that can proactively represent users to carry out tasks. (Source: MLion)
META-9.31%
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The Political Bureau of the CPC Central Committee: Fully implement the “AI+” action plan, and develop new forms of intelligent economy
On April 28, the Political Bureau of the CPC Central Committee analyzed the current economic situation and work priorities, stressing the need to speed up the construction of a modern industrial system and maintain a reasonable share of manufacturing; to advance the nationwide unified big market and crack down on involution-style competition; to fully implement the “AI+” initiative, develop the intelligent economy, and improve AI governance; to deepen reform of state-owned assets and state-owned enterprises; and to enhance the ability to respond to external shocks and ensure energy and resource security, leveraging high-quality development to address uncertainties.
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What kind of trend will the WTI crude oil price face in July 2026?
ME News, July 30 (UTC+8): market forecasts show that in the event “What impact will WTI crude oil face in July 2026?”, the expected probability for the prediction “WTI crude oil will fall to (below) $80 in July 2026” under the “Yes” option dropped from 50.0% to 10.0%, a single-day decrease of 40.0 percentage points.
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China will implement zero tariffs for some African countries that have diplomatic relations.
ME News update, April 28 (UTC+8). According to a notice issued by the Ministry of Finance of the People’s Republic of China, the Tariff Commission of the State Council announced that from May 1, 2026 to April 30, 2028, zero tariffs will be applied to 20 African countries with which China has diplomatic relations that are not classified as least developed countries. The specific country list and the relevant tariff line rates are specified in the attached “Country List and Tariff Line Rate Table.” (Source: PANews)
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CEO of Norway’s sovereign wealth fund: AI partially offsets energy inflation, helping markets absorb shocks
Norwegian sovereign wealth fund CEO Nicolai Tangen said the advent of the AI era is offsetting some of the inflation pressure caused by energy price rises triggered by the Middle East war, helping the market absorb the shock. He noted there is a risk that energy prices could transmit to Europe and the United States, but the deflationary effect of AI is being digested by the market, and no major dislocation has occurred yet.
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Yingjiehua Investment: During Wüsh’s tenure as Chairman of the U.S. Federal Reserve, investors must live with uncertainty.
ME News, July 30 (UTC+8). Ed Hutchings, head of investment interest rates at Engieva Investment, said in a report that under the leadership of the new Fed chair, Waasch, investors will have to become more accustomed to uncertainty. Although the decision by the Federal Reserve to keep interest rates unchanged largely matched expectations, ahead of the meeting there was a considerable degree of uncertainty regarding both the outcome and the subsequent wording. Under the leadership of the new Fed chair, this is apparently something investors will have to become more accustomed to. (Source: Jin Ten)
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“AI stock god hard to protect himself”: Leopold is seeking financing, while Serenity has already pulled back by 50%
Recently, AI-related stocks have generally fallen sharply. High-beta assets are under pressure. The Nasdaq 100 and South Korea’s KOSPI have both recorded a significant drop. The AI compute-power supply chain has entered a rapid deleveraging and valuation re-assessment phase. The Situational Awareness Fund is seeking new capital to mitigate losses and replenish its capital base; “white-hair stock geniuses” represented by Serenity saw nearly half of their positions withdraw in a high-leverage environment after betting on AI bottleneck stocks, reflecting the market’s renewed scrutiny of the AI industry chain’s return cycle, leverage, and crowding level.
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NAS1003.38%
NBIS28.94%
AXTI22.98%
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