Tag: computadores quânticos

CME Bitcoin futures open interest hits a 14-month low, primarily driven by large-scale unwinding of basis trades. As Bitcoin’s price retreats, the annualized basis yield has compressed to near the risk-free rate, eliminating arbitrage opportunities and prompting institutional capital withdrawal.

OpenAI has paused its UK-based Stargate project, primarily due to soaring energy costs and regulatory uncertainty. The project—originally intended to deploy a large number of GPUs—has now been shelved. The company stated it will wait for more favorable investment conditions before proceeding and has adjusted its strategy by shifting to third-party cloud services, significantly reducing its compute expenditure budget.

Amid the Iran war, Asian customers are turning to the U.S. for alternative oil supplies, pushing U.S. crude oil exports in April to an expected record high of 5.2 million barrels per day. Currently, 68 empty tankers are en route to the U.S.—far exceeding pre-war levels. Oil prices remain elevated due to the conflict, and the U.S. has released strategic petroleum reserves to stabilize the market.

On April 8, Ethereum spot ETFs recorded a total net outflow of $18.63 million, with Fidelity’s FETH accounting for the largest outflow at $32.43 million; meanwhile, BlackRock’s ETHB saw a net inflow of $44.23 million. The total assets under management (AUM) of Ethereum spot ETFs currently stand at approximately $12.56 billion, with cumulative net inflows exceeding $11.5 billion since inception.

On April 8, U.S. bitcoin spot ETFs recorded a total net outflow of $125 million. Fidelity’s FBTC led with a net outflow of approximately $79.12 million—the largest outflow among all products that day—while BlackRock’s IBIT posted a逆势 net inflow of roughly $40.37 million. The total assets under management (AUM) for bitcoin spot ETFs currently stand at approximately $91.9 billion, with cumulative net inflows exceeding $56.1 billion to date.

Morgan Stanley's spot Bitcoin ETF attracted $34 million on its first trading day, entering the market with an industry-low fee of 0.14%. Leveraging its wealth management distribution channel, the product aims to attract traditional investors to allocate to Bitcoin assets. The market remains dominated by leading products, and its long-term performance will depend on its ability to sustain capital inflows.

Meta has launched Muse Spark, its first AI model, aiming to catch up with OpenAI and Google. The model will power the Meta AI assistant, enhancing intelligence and response speed, and integrate content across Meta's platforms to deliver personalized visual responses. Additionally, Muse Spark shows potential applications in healthcare and shopping, with some benchmark tests outperforming competitors.

AB Network, a partner of the Trump family's crypto project WLFI, has been exposed for its Timor-Leste blockchain resort project involving three sanctioned individuals linked to the Cambodian fraud syndicate Prince Group. AB Network's majority shareholder, Yang Jian, has also been sanctioned. WLFI stated it conducted due diligence on AB and denies knowledge of these connections. Currently, USD1's circulating supply is approximately $3.6 million, with around 3,000 holders.

BlackRock's Ethereum staking ETF ETHB charges an 18% fee on staking rewards, triggering industry discussion on the reasonableness of the fee level. This fee covers custody, risk, and operational costs, and is currently lower than the highest fees charged for direct retail staking. Industry opinions are divided: some believe the fee is acceptable for institutional products—and may shrink over time—while others worry excessive competition could compromise security and transparency, and question whether such high fees are justified.

A JPMorgan report notes that Q1 2026 crypto market inflows were primarily driven by Bitcoin purchases from Strategy and a handful of large venture capital deals, while retail and institutional inflows remained weak. The broader market declined ~20% during the quarter, with Bitcoin down 23%, driven by macroeconomic and geopolitical pressures prompting sell-offs. Spot Bitcoin ETFs recorded net outflows for the quarter, though showed signs of recovery in March. Corporate holders remained relatively conservative, and miners were net sellers. Venture capital funding continued flowing into infrastructure, stablecoins, and other sectors.

Blockstream CEO Adam Back stated that quantum computers pose a long-term challenge to BTC, but the industry must act immediately. He recommends reserving approximately a ten-year window for BTC holders to migrate their keys to quantum-resistant formats. Related research has already entered the implementation phase, with the Liquid network serving as a testbed; the industry must coordinate an orderly migration before risks intensify.

In his autobiography, Changpeng Zhao disclosed that after OKX founder Xu Mingxing was placed under 'soft detention' by police for five weeks in 2020 and subsequently released, Huobi founder Li Lin and others were arrested. Li Lin, detained for 90 days, decided to exit the industry and sold Huobi to Sun Yuchen. Zhao stated that Li Lin later learned Xu Mingxing had reported him to the authorities, leading to his arrest.