Tesla mantém posição em BTC no Q1 sem vender Irã ainda não decidiu se realizará negociações na sexta-feira

Headlines

▌Bitcoin held by Tesla was not sold in Q1 2026

On April 23, Tesla disclosed that it did not adjust its Bitcoin holdings in the first quarter of 2026, still holding 11,509 BTC, worth approximately $880 million at current prices. Due to Bitcoin’s price dropping from about $90,000 to $68,000, the company recorded an after-tax fair value loss of approximately $173 million on digital assets. Despite this, Tesla’s overall financial report showed mixed results, with profits exceeding expectations but revenue slightly below market forecasts, causing the stock to rise about 4% after hours.

▌Iran has not decided whether to hold negotiations on Friday

According to the Iranian Tasnim News Agency: Iran has not decided whether to hold negotiations on Friday.

Market Data

As of press time, according to CoinGecko data:

BTC price is $78,266.46, up 2.5% in 24 hours;

ETH price is $2,377.69, up 2.1% in 24 hours;

BNB price is $637.72, up 1.1% in 24 hours;

SOL price is $86.96, up 1.3% in 24 hours;

DOGE price is $0.09579, up 0.6% in 24 hours;

XRP price is $1.43, up 0.2% in 24 hours;

TRX price is $0.3298, down 1.0% in 24 hours;

WLFI price is $0.07829, down 0.9% in 24 hours;

HYPE price is $41.19, up 3.5% in 24 hours.

Policies

▌Russian State Duma passes first reading of digital currency bill, central bank to control market access and trading regulation

On April 22, news reports indicate that the Russian State Duma (lower house of parliament) has passed the first reading of the “Digital Currency and Digital Rights Bill,” marking a key step toward the legalization of crypto assets in the country. According to the bill, the Bank of Russia will become the core regulatory authority for the crypto market, responsible for issuing licenses, approving or banning related transactions, and defining transaction legality. The bill proposes to classify cryptocurrencies as “property,” but explicitly prohibits their use as a means of payment domestically, with the ruble remaining the only legal tender. However, under Western sanctions, crypto assets can be used for cross-border trade settlements, including service payments and intellectual property transfers. Additionally, the bill allows Russian residents to legally invest in crypto assets through licensed institutions, with a tiered investor system, testing for ordinary investors, and annual investment limits (suggested cap of 300,000 rubles). Initially, only high-market-cap assets like Bitcoin and Ethereum will be permitted for trading, with a whitelist established by the central bank. The bill is expected to be formally passed and enacted by July 2026 at the latest. However, some lawmakers and banking industry figures criticize the regulation as overly strict, potentially impacting market activity or causing funds to remain in the gray market. Meanwhile, accompanying legislation may introduce criminal penalties, with illegal crypto trading punishable by up to 7 years in prison.

▌Trump and White House deny setting a deadline to extend ceasefire

On April 23, Trump told Fox News that reports about a 3 to 5-day window to extend the ceasefire are false. Regarding Iran’s seizure of ships in the Strait of Hormuz, Trump said they are not U.S. ships and that he will continue to monitor the situation. When asked about when the war might end, Trump said there is no timetable and he is not in a hurry. “People say I want to resolve this quickly because of the midterm elections, but that’s not true,” Trump said, adding that the government hopes to secure a good deal for Americans. Trump also said that blockade is more frightening than bombing; they have been bombed for many years, but what they hate is the blockade. Once oil wells are shut down, sometimes they are permanently closed. Trump expects that when negotiations restart, Iran’s foreign minister will still be there. Earlier, Fox News and Axios reported that Trump would extend the ceasefire by 3 to 5 days, not indefinitely. In response, White House press secretary Karine Jean-Pierre issued a statement denying that Trump set a final deadline for extending the ceasefire with Iran, and that reports about giving Iran 3 to 5 days to respond are false.

▌U.S.-Iran ceasefire scheduled to end today; Trump says talks could restart as early as the 24th; Iran denies

On April 23, according to CCTV, the temporary ceasefire between the U.S. and Iran was scheduled to end on the evening of April 22 Eastern Time, and the morning of April 23 Beijing time. However, negotiations for a new round of talks have been difficult to advance. On the evening of the 21st, Iran officially refused to attend the second round of talks scheduled for April 22 in Pakistan. On the same day, Trump said he agreed to extend the ceasefire with Iran but will continue to enforce maritime blockade and maintain military readiness. On April 22, Trump stated that the earliest possible restart of U.S.-Iran talks could be on the 24th, and that there is currently no timetable for ending the conflict. Iran, however, denies holding new negotiations.

Blockchain Applications

▌Google Cloud launches $750 million fund to accelerate AI development with partners

Google Cloud announced the establishment of a $750 million fund aimed at providing new resources and incentives to its partner ecosystem to help accelerate their joint clients’ transformation through intelligent agent AI. The fund is open to global consulting firms, system integrators, software partners, and channel partners. (Bloomberg)

▌Tencent and Alibaba in talks to invest over $20 billion in DeepSeek

On April 22, according to The Information: Tencent and Alibaba are in negotiations to invest over $20 billion in DeepSeek at a valuation exceeding $200 billion.

▌Robinhood Ventures invests $75 million in OpenAI

Robinhood Ventures, through its recently launched public trading fund Robinhood Ventures Fund I, invested $75 million in OpenAI, reportedly the largest deal by the fund to date. Sarah Pinto, president of Robinhood Ventures Fund I, said that including Robinhood as an investor provides a way to connect with future shareholders of companies like OpenAI that are considering IPOs.

▌SBF early invested $200,000 in Cursor; if not sold, its stake is currently worth about $3 billion

On April 22, SpaceX announced a partnership with AI startup Cursor, which granted SpaceX the right to acquire the company later this year for $60 billion or to pay $10 billion to advance cooperation. Cursor’s developer, Anysphere, completed a $400,000 pre-seed round in April 2022, jointly invested by Alameda Research and Heroic Ventures. Alameda invested $200,000 for about 5% equity, which was sold at original price during FTX bankruptcy liquidation; if not sold, this stake is currently worth about $3 billion.

Cryptocurrency

▌Coinbase Q1 report: crypto market in bear phase or late stage, Bitcoin undervalued significantly

On April 23, Coinbase Institutional and Glassnode jointly released the “Q1 2026 Crypto Market Chart Analysis Report,” with key points: 1. 75% of institutional investors and 61% of non-institutional investors still believe Bitcoin is undervalued. “The crypto market is still influenced by some key factors, such as regulatory progress and the rise of agentic AI, but in the context of global macro turbulence, the importance of these factors has decreased.” 2. Currently, 82% of institutional investors and 70% of non-institutional investors believe the crypto market is in a bear phase or late stage, a significant increase from 31% and 36% in December. Meanwhile, expectations for Bitcoin dominance are shifting toward a more “stable” state, reflecting macroeconomic influences. 3. In Q1 2026, the supply of BTC moved in the past three months decreased by 37%, while the supply that hasn’t moved in over a year increased by 1%. This indicates reduced short-term trading activity and more holdings being locked by long-term holders. 4. Despite a more volatile period, Bitcoin ETF’s cumulative fund inflows remain near record highs. Overall, the report suggests market sentiment is cautious, but the underlying fundamentals of crypto continue to improve.

▌BlackRock’s Bitcoin holdings reach 806,700 BTC

On April 22, according to Lookonchain, BlackRock has been increasing its BTC holdings recently, reaching 806,700 BTC (about $637.3 billion), a new all-time high.

▌Aave founder responds to recent events: recovering $70 million worth of ETH, advancing multiple risk mitigation strategies

On April 23, Aave founder Stani Kulechov issued a statement saying that the team is actively pursuing multiple solutions to protect user interests and restore normal market order. He revealed that, through collaboration, the Arbitrum Security Council has successfully recovered about $70 million worth of ETH, significantly reducing overall risk exposure. The team is currently discussing with various partners to evaluate different disposal options and is confident in the final solution. Kulechov emphasized that the current focus is on resolving issues rather than assigning blame, and will continue to review and optimize mechanisms. He stated that this incident is not only about Aave but also an important moment for the DeFi industry, and the team will continue to update externally.

▌Aave funds continue to flow out, total deposits drop to $30.7 billion

On April 22, according to on-chain analyst Yu Yan, affected by the rsETH incident, funds on Aave have continued to exit. Total deposits have fallen from $48.5 billion to $30.7 billion, with about $15.1 billion leaving in three and a half days, nearly one-third of the total. Meanwhile, other major lending platforms show mixed performance: Morpho’s total deposits dropped from $11.7 billion to $10.2 billion, a loss of about $1.5 billion. Spark’s SparkLend TVL increased from $1.9 billion to $3.2 billion, a growth of about $1.3 billion, absorbing some of the whale and institutional funds withdrawn from Aave, including Justin Sun and a whale who bought in with $500 million in February this year.

▌USDC Treasury mints an additional 200 million USDC on Ethereum

On April 22, at 22:00:23 Beijing time, Whale Alert detected that USDC Treasury minted an additional 200 million USDC on Ethereum.

▌Coinbase to list Fluent (BLEND)

On April 23, Coinbase will list Fluent (BLEND) spot trading.

Major Economic Developments

▌Hasset supports Powell’s explanation on remaining as “Acting Chair of the Fed”

On April 23, White House National Economic Council Director Hasset expressed support for Federal Reserve Chair Powell’s plan—that if Powell’s successor is not confirmed by the Senate when his term ends in May, he will remain as acting chair temporarily. Hasset said on Wednesday: “I think that’s a proper legal understanding.” Trump has nominated Waller to succeed Powell, but Republicans currently lack enough votes to move the nomination from the Senate Banking Committee to the Senate for confirmation. Senator Tom Tillis said he will delay voting until the Justice Department stops the so-called “fake” investigation into the cost overruns of the Fed building renovation. Hasset, when discussing Waller, said: “We are very confident he will become chairman at the appropriate time. I believe there will be discussions on how to proceed.” (Jinshi)

▌Iranian Parliament Speaker: Reopening the Strait of Hormuz is “impossible” if ceasefire is openly violated

On April 23, Iran’s Parliament Speaker, Kalibaf, stated that a comprehensive ceasefire is only meaningful if it is not violated by maritime blockade and actions that “hijack the global economy.” Under such blatant violations, reopening the Strait of Hormuz is impossible. They failed to achieve their goals through military invasion and will never succeed through bullying. The only way out is to recognize the rights of the Iranian nation.

▌Pakistani officials: receiving positive signals from Iran about resuming face-to-face negotiations

On April 23, Pakistani officials remain optimistic, believing it is still possible to bring the U.S. and Iran back to the negotiating table, despite Iran’s seizure of two ships in the Strait of Hormuz creating new obstacles for their peace efforts. Pakistani Prime Minister Sharif met with the Iranian ambassador on Wednesday. A Pakistani official briefed on the talks said a second round of negotiations could be held in the coming days. Former Pakistani ambassador to the U.S. and UK, Malihah Lodhi, said: “The ceasefire has opened space for diplomatic efforts, and Pakistan believes this space is sufficient. Neither side has rejected negotiations.” Another Pakistani official, who requested anonymity, said that after the ceasefire extension, mediators in Pakistan received positive signals from Iran, hoping to restart face-to-face talks. The official did not specify what these signals were or whether Iran told Pakistani mediators that lifting the blockade of the Strait of Hormuz is a prerequisite for the second round of talks. (The New York Times)

▌Trump: Good news on Iran talks possible as early as Friday

On April 22, according to the New York Post, U.S. President Trump and Pakistani officials on Wednesday indicated that good news about a second round of talks with Iran could come as early as Friday. Pakistani sources said that active diplomatic efforts with Iran make the possibility of holding more peace negotiations within “36 to 72 hours” reappear. When asked about this potential breakthrough, Trump replied via text: “Possible!” Earlier, Trump said he would extend the ceasefire until Iran’s leadership could propose a “unified plan.” In the following hours, Pakistan continued diplomatic talks with Iran. A Pakistani official said this timeline was based on assessments of the relevant work.

▌Hasset: Trump hopes Waller will take office at the Fed as soon as possible

On April 23, White House National Economic Council Director Hasset said Trump wants Waller to take office at the Fed as soon as possible; core inflation is falling sharply, and this should help the Fed normalize interest rates.