Hormuz just made Bitcoin easier to understand.

A $1 per barrel toll on pre-war Hormuz flows would generate about $20 million a day.

At current prices, that is about 281 BTC.

Bitcoin only issues 450 new BTC a day.

If stablecoins can be frozen by the U.S., then neutral settlement matters.

Bitcoin is the obvious candidate.

So one geopolitical chokepoint could theoretically absorb about 62% of all new Bitcoin supply.

Scarcity matters more as the world gets more fragmented.

$INFQ: Infleqtion today announced 2026 revenue guidance of $40 million in conjunction with its previously announced business update call.

The Company’s outlook reflects growing customer demand for quantum sensing and computing solutions.

$META/USD H2 #Indicator #Signal #Trading #GlobalOneAI

Top 100 24h Gainers 🚀

ZEC      $328.69    +22.28%
MON      $0.0319    +21.85%
ENA      $0.0920    +13.13%
ZRO      $2.03        +10.97%
ICP      $2.54        +10.96%

Top 100 24h Losers 🔻

EDGE    $0.9792    -9.17% 
DEXE    $7.98        -8.47% 
XDC      $0.0313    -0.44% 
CC        $0.1429    +0.47% 
BNB      $605.27    +0.66%

$RDW $LUNR $LHX $LMT | Redwire is one of 14 companies selected by the USAF Andromeda program, a multi award, fixed price IDIQ contract.

The contract carries a combined ceiling value of $1.843B and is designed to accelerate the development of next generation SDA satellites.

Applied Digital $APLD scales HPC capacity as Polaris Forge 1 hits 100MW.

With a 15 year hyperscaler lease secured for Polaris Forge 2 and ground broken on the 300MW Delta Forge 1, the firm is locking in 650MW of specialized AI load across its top four sites.

Thursday, Apr 9 2026, 18:00 UTC time

😊 📋 US-Iran Ceasefire Fragility 
📌 Market impact: Dollar rises, US 10Y yield ticks up; gold steady as investors weigh ceasefire risks and incoming US inflation data. US troops remain on alert. ✅

🟢 ✅ US Inflation in Focus 
📌 Markets brace for key US data: March CPI/PCE expected to show energy shock effects — major input for the Fed and rate expectations. Dow futures and US stock futures volatile on inflation + Mideast uncertainty. 🔖

🇬🇧 🔖 UK Macro & Markets 
📌 House price balance falls to a 27-month low; FTSE 100 dips on ceasefire doubts. UK 10Y gilt yield climbs toward 4.7% amid ceasefire and oil risks. ✅

🇪🇺 📌 Eurozone/Germany Rates & Trade 
📌 German exports rise more than expected but industrial output unexpectedly falls; Bund yield rebounds to ~2.98% on ceasefire and oil surge. France OATs and Italy BTP yields jump. EU budget rules debate — Italy PM suggests pause if Middle East crisis persists. ✅

🇦🇺 📋 Australia — Markets & Rates 
📌 Australian equities retreat as ceasefire rally fades; AUD holds gains. Australia 10Y yield stabilizes after earlier decline. ✅

🇳🇿 🔖 New Zealand — Growth & FX 
📌 RBNZ Breman: growth hinges on conflict resolution. NZ equities hit 4-week highs; NZD climbs to 2+ week high. ✅

🇯🇵 📌 Japan — Flows & Corporates 
📌 Japan stocks see record foreign inflow (~$18.6B) after 3-week selloff; Fast Retailing flags record year after strong quarter. ✅

🇰🇷 🔖 South Korea / Asia Risk 
📌 Kospi slips as Iran/Hormuz tensions re-ignite Asian risk-off moves; broader Asian indices under pressure. ✅

🇨🇦 📋 Canada — Corporate Restructuring 
📌 Colabor Group advances asset sales and court approvals in restructuring process; transactions expected in coming weeks. ✅

🇧🇷 🔖 Brazil & Commodities 
📌 (Market note) Oil jumps on Mideast risks — global commodity and inflation implications for Brazil and EMs. ✅

🇨🇭 📌 Switzerland / FX & Gold 
📌 Gold steady/firm as investors weigh US-Iran talks and inflation; Swiss-related safe-haven demand persists amid risk-off. ✅

🇩🇪 📋 Broader Europe: Trade, Inflation & Yields 
📌 Mixed trade data across EU: Norway producer inflation high, Lithuania and Ireland inflation up, various countries’ trade balances shifting. Markets cautious ahead of inflation prints. ✅

Summary tag: Market theme: Geopolitical fragility (US‑Iran) + rising energy/oil risks drive safe-haven flows, higher sovereign yields in Europe, and elevated volatility ahead of US inflation prints. 🔖

🔥 US Macroeconomic Data (PCE):

▪️ Core Personal Consumption Expenditure Index (YoY) (Feb)

FACT: 3.0%
FORECAST: 3.0%
PREV.: 3.1%

▪️ Core Personal Consumption Expenditure Index (MoM) (Feb)

FACT: 0.4%
FORECAST: 0.4%
PREV.: 0.4%

▪️ Personal Consumption Expenditure Index (YoY) (Feb)

FACT: 2.8%
FORECAST: 2.8%
PREV.. 2.8%

▪️ Personal Consumption Expenditure Index (MoM) (Feb)

FACT: 0.4%
FORECAST: 0.4%
PREV.: 0.3%

▪️ GDP (QoQ) (4th Qtr)

FACT: 0.5%
FORECAST: 0.7%
PREV.: 4.4%

▪️ GDP Deflator (QoQ) (4th Qtr)

FACT: 3.7%
FORECAST: 3.8%
PREV.: 3.7%

▪️ Number of initial unemployment claims

FACT: 219K
FORECAST: 210K
PREV.: 203K

▪️ Total number of persons receiving unemployment benefits

FACT: 1,794K
FORECAST: 1,840K  
PREV.: 1,832K

$RDW $UMAC $RCAT $KTOS $ONDS | Apex scales up with Comet Mini and Comet XL buses for missile defense and space based computing.

These high power platforms support 24/7 missile tracking and AI edge processing, fueling the DoD’s Proliferated Warfighter Space Architecture.

Jefferies maintains a Hold on Eos Energy $EOSE with an updated $5 price target.

While analysts remain watchful, a record Q1 performance confirms the "Z3" automated production pivot is successfully converting a multi billion dollar pipeline into revenue.

$BABA $SERV $RR $PONY $MBLY | Alibaba and Unitree Robotics to launch "Project ShuMaitong" next week.

The debut of the R1 humanoid robot on AliExpress targets North America, Europe, Singapore and Japan, leveraging Alibaba’s global logistics to scale embodied AI worldwide.

$AMZN $IREN $NBIS $CIFR $BITF | Amazon scales Mississippi investment to $25B, creating 2,000 jobs.

The expansion includes an $11B Madison County surge and a $1B Hinds County project to retrofit the Delphi plant, locking in MS as a premier hub for global AI infrastructure.

$CRWV Outperform and $120 price target.

Analyst Amit Daryanani notes the massive $21B Meta $META deal through 2032 provides "unprecedented" revenue visibility, locking in long term growth as CoreWeave scales its global AI factory footprint.

$INTC $TSM $AMAT $KLAC $MU | Intel and Google expand their AI alliance to build next generation cloud infrastructure.

Google is deploying Intel Xeon 6 to power the shift to Agentic AI, while codeveloping custom ASIC IPUs to offload critical networking and security tasks.

$CRWV $META $NVDA | CoreWeave secures a massive $21B expansion deal with Meta through December 2032.

The agreement includes early access to NVIDIA’s "Vera Rubin" platform, scaling Meta’s AI capacity across multiple global regions.

$UEC $MP $UUUU $UAMY $USAR | Uranium Energy starts production at Burke Hollow, the first U.S. in situ recovery Uranium mine in over a decade.

Tapping the country's largest ISR wellfield, the company now operates two active U.S. hubs with a third, Ludeman, slated for 2027.

RBC raises Plug Power $PLUG price target to $2.75, citing high confidence in the 2026 profitability roadmap.

With a landmark 275MW electrolyzer win and "Project Quantum Leap" slashing costs, Plug is pivoting from cash burn to a Tier 1 green hydrogen powerhouse.

Eos Energy $EOSE sees record Q1 2026 revenue of $56M - $57M as shipments surge 17% quarter over quarter.

With Line 2 Factory Testing complete and automation yields up 22%, Eos is scaling its automated Z3 production to fulfill a $600M backlog and $13.3B commercial pipeline.

$MP $UUUU $UAMY $USAR $LAC $CRML | USTR Greer: "We’re working with partners on rare earths stockpiling, processing, refining, manufacturing and pricing mechanisms to ensure long term economic sustainability."

$OKLO $SMR $UEC $NEE $LEU | Antares makes history as the first startup to secure U.S. Department of Energy safety approval for a microreactor.

The Mark0 is cleared for operations at INL this summer, marking a massive leap for off grid AI power and decentralized energy.

Sunbird is a nuclear fusion-powered spacecraft concept developed by Pulsar Fusion to reduce deep-space travel time.

It uses a Dual Direct Fusion Drive powered by deuterium and helium-3 and is designed to act as a space tug from low Earth orbit.

Still in development, it could become the fastest self-propelled spacecraft ever built if testing is successful.