💥 Stablecoins could pump the payment market to $1.5 quadrillion
According to Chainalysis, the volume of real economic transactions in the stablecoin segment could increase from $28 trillion to $719 trillion by 2035 — and considering macro factors, reach $1.5 quadrillion.
The key driver is the generational shift. In the coming decades, up to $100 trillion will transfer to millennials and Gen Z, who are already actively using crypto assets and view them as a basic financial tool.
Against this backdrop, stablecoins are ceasing to be a niche — instant settlements, 24/7 operation, and the absence of intermediaries make them a direct competitor to Visa and Mastercard.
💎 Binance за 90 дней превратилась из криптобиржи в площадку для глобального прайсинга активов — объёмы торговли золотом выросли с $1.5 млн до $7.6 млрд в день, что сопоставимо с крупнейшими товарными площадками.
Платформа даёт доступ к рынкам 24/7, из-за чего часть цен формируется ещё до открытия традиционных бирж.
TAO слился из-за того, что Covenant AI, крупный разработчик подсетей на платформе Bittensor и автор Covenant-72B, объявила в четверг о выходе из ориентированной на ИИ экосистемы.
Также они обстаканили 37 000 TAO на $10 млн. Индекс страха и жадности 46.
The company launched the Intelligent Commerce Connect platform – a system that allows AI agents to independently choose products and pay for them. Without human involvement.
🔎 How does it work?
You set the rules: how much can be spent, on what, under what conditions. Then the AI agent acts on its own – enters the store, selects, pays. All within your limits, but without your involvement in each transaction.
Visa positions the platform as a universal entry point for any AI that wants to make purchases on behalf of the user – once connected, your agent can pay everywhere.
🔏 Why is this important?
The same niche is already being contested by crypto networks – Ethereum, Tron, Solana, and fintech startups. Everyone wants to become the standard for AI payments.
At the same time, the fintech company Nevermined has already connected to the platform through the x402 protocol from Coinbase and conducted $24 million in transactions in a month.
Soon AI will not just advise what to buy, it will buy itself. The only question is who will set the rules of this game – Visa, crypto protocols, or someone else.
🐂 В настоящее время на рынке наблюдается больше лонгистов, чем шортистов.
• Если цена BTC резко упадет до примерно $62,800, объем ликвидаций LONG-позиций может превысить $5,760,000,000. • Если ETH резко снизится до около $1,930, объем ликвидаций LONG-позиций может составить более $3,630,000,000.
Oil has collapsed: the US and Iran truce has plunged prices by 15%+
April begins with a historic drop in oil quotes. Within a few hours, the market changed beyond recognition.
What happened?
On the evening of April 7 (US time), Trump announced a two-week truce with Iran and the opening of the Strait of Hormuz for the free passage of ships.
Prices as of the morning of April 10 (≈10:00 Minsk time) — Brent: ~$96 (down 15%) — WTI: ~$92 (down 17%)
To understand the scale: just on Monday, WTI closed at $112, and Brent — at $110. This was the largest one-day drop in oil since 1991.
What's next?
The truce is in place for two weeks. But even after the ceasefire, the Gulf infrastructure is damaged, and it will take months to restore normal supply volumes. Bank of America notes that the market remains extremely tense.
EIA predicts Brent below $80 by the third quarter — but only if the strait indeed opens. Goldman Sachs estimates $71 per barrel for Brent by autumn in the baseline scenario. But if disruptions last for months, the forecast is $93.
☀️ Good morning! 📉 Today, the main altcoins are trading in the red. 🟠 BTC is trading around $70,928 🪙 BTC dominance is 59.46% ⚪️ ETH is trading around $2,179 The Fear and Greed Index is at 43 points and remains at a "Neutral" level.
A selection of important news: 1️⃣ Four suspected insiders earned $663K betting on a ceasefire between the US and Iran by April 7 2️⃣ Iran reported that the US and Israel violated the truce 3️⃣ Iran demands one dollar for every barrel of oil passing through the Strait of Hormuz
The AI bubble doesn’t seem to be planning to collapse yet, but the stocks of neural network developers are already heavily overbought, so investors have shifted their focus to AI infrastructure. Over the past year, the stocks of optical communication equipment manufacturers have skyrocketed: • Lumentum +1,137% • Applied Optoelectronics +551% • Coherent +282% • Corning +223% • Fabrinet +176%
In comparison, the entire Nasdaq has grown by +38% during the same period.
🔎 Why optics?
AI requires transmitting colossal amounts of data between servers within data centers. Copper wires cannot handle this; optics are needed. That’s why companies that most people have never heard of suddenly showed a thousand percent growth.
🔗 How does this cycle work?
Investors are not standing still. When the stocks of neural networks became overbought, the money went into infrastructure. First, there was a boom in copper and memory manufacturers. Then optics.
🔏 Now the focus is shifting further:
Data centers consume such a huge amount of energy that national power grids cannot cope. The demand for backup generation is increasing.
The more densely GPUs are packed, the sharper the overheating problem becomes. The demand for cooling is rising.
After several weeks of strikes, a two-week ceasefire has been announced. Negotiations will take place in Islamabad on April 10.
⚙️ What is happening? Iran did not agree to a pause for no reason. Now it wants to turn the crisis into business: a fee for passage through the Strait of Hormuz is being discussed – $2 million from each tanker. This could bring the country's budget much more money than ever in history.
📍 Market reaction Oil fell by 10% in a day. It turned out that $15–20 in price was pure fear of war. The ceasefire was announced, the fear went away, and prices collapsed.
📌 But for how long? The U.S. Vice President himself called the ceasefire "fragile". The Iranian ambassador stated: "everything is temporary". Both sides are selling this as their victory – which means no one is ready to concede yet. The real decisions will be made in the coming days.
Trump has made a great deal with Iran... The first ship is already passing through the Hormuz Strait with Iran's permission, in return Iran demands 1 dollar for each barrel of oil passing through the Hormuz Strait, and payments must be made only in cryptocurrency. Thus, Iran will earn 15-20 million USDT in profit per day.
🍿 CZ released a book "Freedom of Money", interesting points:
🔵 Why the FTX exchange collapsed so quickly. Caroline Ellison publicly stated that she was ready to buy back the FTT token at $22 — that was a mistake, as the market perceived that price as a ceiling and began to actively short it. As a result, the token fell. 🔵 Missed opportunity with Ethereum. CZ met Vitalik back in 2013 and from the very beginning knew about Ethereum, but he didn't invest because he doubted that the idea was even feasible. 🔵 The story with the head of the SEC. In 2019, CZ met Gary Gensler and even offered him to become an advisor to Binance — he declined, saying he wanted to head the SEC. A few years later, it was under him that the regulator filed a lawsuit against Binance. 🔵 Why they didn't sell LUNA at the peak. Binance invested $3 million in LUNA back in 2018, by the time of the collapse, the position had grown to $1.6 billion, but Changpeng Zhao refused to sell: he didn't want to heighten the panic in the market. As a result, the asset practically became worthless.
🤣 CZ said that Curly Sam 'seriously' asked him for a couple of billion dollars during the call — 'as if he was asking for a sandwich with sausage'.
At the same time, he emphasized that he did not plan to buy F-T-X, and the letter of intent was merely a formality for assessing the situation and protecting users.
🏦 Stablecoins are actively displacing banking infrastructure: in February 2026, their monthly turnover first exceeded ACH — the system of bank non-cash transfers in the USA — $7.2 trillion versus $6.8 trillion.
According to the FBI, in 2025, Americans lost $11.36 billion to cryptocurrency fraud — 22% more than the previous year.
The most damage came from fake "investments", and nearly 40% of all losses were incurred by people over 60 years old. Separately, the number of frauds using AI sharply increased: over 22,000 such complaints were registered in a year, resulting in nearly $900 million in damage.