Wu's Daily Selected Crypto News + This Week's Macro Indicators

1. Large Token Unlocks This Week

In the next 7 days, there are single large unlocks (unlock value greater than $5 million) such as APT BABY, etc.; and in the next 7 days, linear large unlocks (daily unlock value greater than $1 million) such as RAIN SOL CC TRUMP WLD DOGE TAO, etc. The total unlock value exceeds $190 million.

2. Bitmine Immersion Adds 71,252 ETH, Bringing Total Holdings to 4,803,334 ETH

Bitmine Immersion has announced its latest addition of 71,252 ETH. Its total holdings are currently 4,803,334 ETH (about 3.98% of the total supply). Bitmine’s total holdings of crypto assets and cash are about $11.4 billion, including about $8.64 billion in ETH, $86.4 million in cash, and other crypto assets and investments; meanwhile, 3,334,637 ETH are already participating in staking (about $7.1 billion). In addition, the company has been approved to transfer from NYSE American to the NYSE main board starting April 9.

3. Strategy Buys 4,871 BTC, Total Holdings 766,970 BTC

Strategy announced that from April 1 to April 5, it purchased 4,871 BTC for about $329.9 million, with an average buy price of about $67,718. As of April 5, the company had accumulated holdings of 766,970 BTC, with total capital deployed of about $58.02 billion and an average holding cost of about $75,644. The funding for this BTC purchase came from proceeds of ATM stock issuance.

4. Circle L1 Chain Arc Releases Anti-Quantum Design and Roadmap

Circle L1 blockchain Arc has released its anti-quantum design and roadmap, proposing to achieve full-stack quantum resistance in stages, covering wallet authorization, private state, validator authentication, and infrastructure. It will also introduce an anti-quantum signature mechanism on the mainnet and use an opt-in approach to avoid forced migration. The roadmap shows that it will push forward anti-quantum private-state protection, infrastructure upgrades (including TLS 1.3), and validator signature hardening. Circle noted that quantum computing will threaten public-key cryptography in 2030 or earlier, and warned about the risks of “collect first, decrypt later.”

5. @tayvano_ : DPRK (North Korea) IT practitioners were already involved in building multiple mainstream crypto protocols during the DeFi Summer era

On-chain analyst @tayvano said that DPRK (North Korea) IT practitioners were already involved in building multiple mainstream crypto protocols as early as the DeFi Summer period, including dozens of protocols such as SushiSwap, THORChain, Harmony, Ankr, Shiba Inu, Yearn, Shib, Floki, etc. The ones listed are only partial examples, and it claims that the “7 years of blockchain development experience” in its resume is not fake.

6. Wu Says This Week’s Macro Indicators and Analysis: Developments in the Iran Conflict, Fed Meeting Minutes, US CPI PCE

Summary

Last week saw an escalation of the Iran situation, and nonfarm employment data came in above expectations. This week’s focus is on the Iran situation: Trump demanded that Iran open the Strait of Hormuz by April 6, along with the Fed meeting minutes and US inflation data such as CPI and PCE.

Review of Last Week

Fed Chair Powell said that, against the backdrop of the US economy facing increasing risks of employment downside and inflation upside at the same time, different views within the Fed are “to be expected.” When discussing quantitative easing (QE), Powell said that when he took office, he never anticipated that QE would need to be implemented, and said whether QE would be used again in the future depends on market conditions. He also hinted that when necessary, the Fed would continue to support stability in the US Treasury market.

The US unemployment rate in March was 4.3%, down 0.1 percentage point from February’s 4.4%, and below market expectations (4.4%). Nonfarm payrolls added 178k jobs that month, far exceeding expectations, reflecting a rebound in the labor market, mainly driven by growth in the healthcare, construction, and leisure and tourism industries.

The US ADP employment count in March was 62k, versus expectations of 40k. The total number of new jobs in February was revised from 63k to 66k.

A voting member at the Bank of Japan: If the Iran war continues, it should be considered whether to accelerate interest rate hikes.

Over the past week, the Iran conflict has shifted from localized military strikes to a high-intensity confrontation aimed at completely paralyzing national functions. The U.S.-led and Israeli forces, through Operation “Roaring Lion,” seized absolute air superiority and shifted the strike focus from air defense systems to energy core targets and defense industrial bases. With the deadline of Trump’s “ultimatum” to open the Strait of Hormuz on April 6 drawing near, Iran faces the ultimate choice between accepting ceasefire conditions or suffering the total destruction of civilian infrastructure. The war is at the life-or-death turning point between escalating into full-scale conflict and reversing through diplomacy.

China’s manufacturing PMI for March rose to 50.4, and the non-manufacturing PMI has risen for the second consecutive month.

In March 2026, the US ISM manufacturing PMI was 52.7, higher than February’s 52.4 and the expected 52.5, reaching the highest level since August 2022, indicating that manufacturing activity has remained in expansion for two consecutive months.

In the week ending March 28, the number of initial jobless claims in the US was 202k, versus expectations of 212k. The prior value was revised from 210k to 211k.

This Week’s Key Events & Indicators

April 06

Continue to monitor the Iran conflict; Trump demands Iran open the Strait of Hormuz by April 6

April 09

The Fed releases the minutes of the monetary policy meeting (02:00)

US initial jobless claims for the week ending April 4 (in ten-thousands) (20:15)

US February core PCE price index year-over-year (20:30)

April 10

China’s March CPI year-over-year (09:30)

US March CPI year-over-year, not seasonally adjusted (20:30)