Patrick Witt announced a breakthrough legal framework for the Strategic Bitcoin Reserve, which holds 328,372 BTC worth ~$25 billion. The update precedes potential codification via the 2026 NDAA.
Sen. Thom Tillis ends his blockade of Kevin Warsh's Fed chair nomination after the DOJ drops its probe into Jerome Powell, with markets now pricing in at most one rate cut for all of 2026.
The Fed holds rates steady at 3.5%-3.75% in Jerome Powell's final meeting as chair, with inflation at 3.3% due to Iran war oil shock. Markets see no rate cut in 2026.
BlackRock Investment Institute advises moving from bonds to stocks, citing persistent inflation from the Iran war and a 40-basis-point surge in 10-year Treasury yields to 4.39%.
Bitcoin slid to $76,472 on April 28 as stalled US-Iran talks and rising oil prices rattled crypto markets, even as BlackRock's IBIT pulled in $3 billion and spot ETF flows hit their strongest weekly haul since January.
Strategy (formerly MicroStrategy) purchased 3,273 BTC for ~$255 million, bringing total holdings to 818,334 BTC worth $63.5 billion. The firm now controls 76% of all corporate-held Bitcoin.
Microsoft loses exclusive access to OpenAI technology as the pair renegotiate their partnership. OpenAI can now serve products on any cloud provider, including AWS and Google Cloud, resolving legal risk from a $50 billion Amazon deal.
AI-driven earnings growth remains concentrated in tech, yet the Magnificent Seven have fallen 7% YTD despite 18% earnings growth estimates for 2026, highlighting a divergence between market performance and fundamentals.
Goldman beat Q1 EPS by $1.63 and revenue by $570M while the Fed proposed cutting capital requirements 4.8%-7.8% across the bank stack. Two tailwinds collide on the same tape.
The Stanford AI Index 2026 documents AI coding reaching near-perfect scores, a $581 billion investment year, and a 2.7% US-China performance gap that a single model release can now flip.
SEC Chair Paul Atkins, making history as the first sitting chair to address the Bitcoin conference, confirmed a regulatory sandbox for trading tokenized securities on public blockchains and DeFi.
The BEA's advance Q1 GDP estimate lands April 30 as Atlanta Fed's nowcast sits at 1.2% and Brent trades above $107, trapping the Fed between a growth scare and oil-driven inflation.
The IMF cut its 2026 global growth forecast to 3.1% and raised inflation to 4.4%, while Wall Street's biggest banks posted record Q1 earnings on a trading boom driven by the same war.