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According to The Block, Binance founder Zhao Changpeng stated that the MiCA license application submitted by Binance in Greece fully complied with regulatory requirements and was close to approval before being withdrawn, but ultimately the process was interrupted due to "external political factors."In an interview, Zhao Changpeng mentioned that several countries within the EU had expressed interest in the license, and there was even a certain degree of "competitive pursuit," but the regulatory progress was ultimately affected by non-regulatory factors, forcing the application to be withdrawn. Binance officially withdrew its application in Greece last week and stated that it would turn to other EU member states to continue pursuing MiCA authorization.In response to market rumors regarding his connections with high-level EU politicians, Zhao Changpeng stated that he had not seen any verifiable documents and only saw similar claims online, which he did not confirm. Zhao Changpeng also pointed out that the EU MiCA transition period will officially end on July 1, at which time platforms that have not obtained licenses must cease related services. Regulatory agencies in various countries have made it clear that they will not postpone enforcement, and they evaluate this outcome as a "lose-lose situation," using the regulatory processes in Japan and Singapore as examples to emphasize that compliance processes often require a longer period.Additionally, when discussing Strategy's STRC preferred stock product, Zhao Changpeng stated that its structure is "too complex" and expressed difficulty in fully understanding its mechanism, but emphasized that he does not comment on the credibility of its founder Michael Saylor, considering him a "staunch supporter of Bitcoin."

According to CoinDesk, Binance founder Zhao Changpeng stated that the significant decline in the crypto market in the first half of 2026 does not have a single cause. Geopolitical tensions, investors shifting funds to AI, and the typical four-year cycle of crypto may collectively lead to the continued decline of Bitcoin and other crypto assets. Bitcoin reached a historical high of over $126,000 last October and has since fallen by about 50%. At the beginning of this year, Bitcoin opened near $89,000, briefly rose to just above $96,000, and then dropped to around $60,000.In the long term, the crypto industry will continue to develop, and the demand for fintech will increase as the number of transactions continues to rise, so they are not concerned about the industry itself or short-term price fluctuations. They stated that emerging industries like AI are absorbing "hot money" from the crypto sector, but in the long run, this could be a positive factor. When discussing prediction markets, Zhao Changpeng mentioned that the rapid growth of prediction markets as tools for price discovery and liquidity is a good thing for the public.Regarding regulation, Zhao Changpeng stated that separate bills like the U.S. Clarity Act are important but more tactical matters that will not determine the long-term growth of the crypto industry. He hopes the Clarity Act can pass and believes that if U.S. legislation is delayed, other countries may take the lead in advancing rule-making.Zhao Changpeng also mentioned that if the U.S. Democratic Party regains control of at least one chamber of Congress after the midterm elections, there may be a review of Trump's support for the crypto industry and his pardons for crypto executives. Zhao Changpeng stated he "has nothing to hide" and is willing to cooperate if relevant parties seek information. When discussing political influence, Zhao Changpeng said he tries to stay away from U.S. politics but believes that any anti-crypto individuals may now lose a significant number of votes.

According to a post by BIT Official analysts, in the past 30 days, the total capital flow of stablecoins, MicroStrategy, and Bitcoin ETFs has turned into a net outflow, reaching a record scale of $8 billion, indicating that institutional investors are actively reducing risk exposure before the summer.Unlike the stagnation of capital inflow in the fourth quarter of 2025, this capital movement has clearly turned negative. Analysts believe that without significant positive catalysts such as a dovish shift from the Federal Reserve, buying pressure is unlikely to recover. The decline of BTC from $82,000 to $62,000 may have a greater impact than the previous drop from $102,000 to $82,000. Currently, the upside potential is limited, and there may still be trading opportunities in shorting volatility.

QCP Group's latest market commentary points out that the United States and Iran reached a memorandum of understanding (MOU) over the weekend. The market expects the Strait of Hormuz to resume navigation, and the marginal easing of geopolitical risks has driven overall strength in risk assets. S&P 500 futures opened more than 100 points higher and broke historical highs, while oil prices fell below $75 per barrel, reflecting a decrease in market pricing for the risk of energy supply disruptions.

According to CoinDesk, NYDIG's Global Research Director Greg Cipolaro stated that the decline in Bitcoin does not have a single cause, but is due to multiple overlapping factors. The AI sector continues to siphon funds from the crypto market, and investors are preparing for large tech IPOs such as SpaceX, OpenAI, and Anthropic, with institutions needing to raise cash or reduce existing positions.The U.S. Treasury Secretary claimed to have seized approximately $1 billion in Iranian-related crypto assets, raising concerns about government intervention in the digital asset market. Quantum computing threats have once again become a focal point, and Strategy's sale of 32 BTC, while negligible on the supply side, has a greater psychological impact.Cipolaro pointed out that on-chain indicators show that several metrics are approaching historical bottom levels, with the MVRV ratio dropping to 1.2 and the proportion of profitable supply recently falling below 50%. However, the current 53% drawdown is far lower than the previous cycle's levels of 75%-90%, and it has only been 242 days since the peak. This suggests that either institutions have fundamentally changed Bitcoin's cyclical behavior, or the market has not yet truly entered a capitulation phase.

Affected by profit-taking from AI concept assets and a decline in market risk appetite, Bitcoin has fallen to around $62,000, a cumulative drop of nearly 16% from last week's high of over $74,000. Market analysis suggests that if it falls below the key level of $60,000, the next key technical support for Bitcoin may be around $55,000. In addition, the U.S. spot Bitcoin ETF has recorded net outflows for 15 consecutive trading days, totaling over $4.7 billion, while Strategy disclosed this week that it sold Bitcoin for the first time since 2022, further weakening market expectations for institutional buying.

According to Cryptonomist, Standard Chartered announced a large-scale restructuring plan on Tuesday, aiming to cut more than 7,000 jobs by 2030, which accounts for 15% of the total workforce in the company's functional departments.Standard Chartered CEO Bill Winters described the layoffs as a technology-driven long-term transformation, focusing on replacing low-value-added jobs with automation and artificial intelligence, rather than merely reducing costs. The report states that the plan primarily affects back-office support departments in locations such as Chennai and Bangalore in India, Kuala Lumpur in Malaysia, and Poland.

According to The Block, HIVE Digital, a Bitcoin mining company transforming into an AI infrastructure company, announced plans to build a 320 MW AI infrastructure park in the Toronto area, aiming to create one of Canada's largest sovereign AI "super factories." Following the announcement, HIVE's stock price surged over 35% at the market open on Monday.HIVE stated that the project is being advanced by its high-performance computing subsidiary BUZZ, and once fully completed, it is expected to accommodate over 100,000 GPUs, with a target to begin operations in the second half of 2027. The total investment for the project is estimated to be around CAD 3.5 billion (approximately USD 2.55 billion), which will be used for the construction of large-scale data centers to train and run AI models.In recent years, HIVE has been continuously pushing its business from traditional Bitcoin mining towards AI and high-performance computing infrastructure, having previously expanded its GPU cluster and AI data center operations in Paraguay and Sweden.

According to Jinshi reports, Federal Reserve's Williams stated that considering inflation remains above target, background factors are crucial.

According to Decrypt, Google's Threat Analysis Group confirmed that cybercriminals used an AI model to discover and exploit a zero-day vulnerability in a popular open-source web management tool that could bypass two-factor authentication. Google stated that this is the first time the company has confirmed AI-assisted zero-day vulnerability development in a real-world environment. Before attackers could exploit it on a large scale, Google worked with the affected vendor to patch the vulnerability. Google's report noted that the vulnerability was a logic error, where the software trusted a condition that could bypass two-factor authentication. Unlike traditional scanners that look for crashes or error codes, AI analyzed the expected behavior of the software and detected logical contradictions, allowing attackers to bypass security checks without compromising encryption.

Arthur Hayes stated at the Consensus 2026 conference that the cryptocurrency industry does not rely on regulation to drive development, and the core factors affecting Bitcoin prices are only technological reliability and fiat liquidity, with the latter being the true driving force.He pointed out that every round of monetary expansion, from the quantitative easing during the Obama era, fiscal stimulus during Trump's first term, to the release of reverse repo liquidity through short-term debt replacing long-term debt during Biden's term, has been highly correlated with the rise of Bitcoin. Arthur Hayes believes that although the Trump administration has promoted several cryptocurrency regulatory bills, Bitcoin has still fallen about 25% over the past 18 months, indicating that favorable regulation does not directly drive price increases.He also mentioned that the Trump family has previously experienced events such as de-banking, asset freezes, and lawsuits, which may make them better understand the value of Bitcoin as an asset that is detached from state control. Arthur Hayes stated that if Bitcoin ultimately evolves into a regular financial product on bank balance sheets, it will lose its original meaning.

According to market news, Musk's SpaceX plans to invest $55 billion in the Terafab super factory in Texas.

According to TechFundingNews, the blockchain trading platform Ekiden announced the completion of a $2 million seed round financing, with the company's valuation reaching $20 million.This round of financing was led by Unicorn Factory Ventures and P2 Ventures, and also attracted angel investors who have previously invested in projects such as GSR, Pyth, Aptos, LayerZero, and Cube Exchange.It is reported that Ekiden is committed to bringing institutional-level trading on-chain, providing efficient and secure trading solutions through blockchain technology.

According to Jinshi reports, Federal Reserve's Goolsbee stated that the inflation situation in the service industry is not optimistic in the long term, and this is not caused by oil factors.

According to Jinshi reports, Danske Bank analyst Asger Wilhelm Dalsjo stated in a report that as the Middle East conflict enters its ninth week, central banks will assess its current impact and future expectations. This week, the Bank of Japan, the Bank of Canada, the Federal Reserve, the Bank of England, and the European Central Bank will hold policy meetings. The analyst said, "This week, monetary policy decisions will become the main driving force for the market." It is expected that the aforementioned five central banks will keep interest rates unchanged, but their assessments of the economic impact of the Middle East conflict will be closely monitored.

BIT tweeted that in the past two issues of the "Biton Target" report, we hinted that the bear market phase of Bitcoin may be nearing its end. Signals from multiple time dimensions are gradually forming resonance, supporting this judgment. When this judgment was made, Bitcoin was approaching the downward trend line formed since the bear market began in October 2025, just one step away from breaking upwards. Meanwhile, the weekly stochastic oscillator has fallen to a low not seen since January 2023, which was near the phase bottom after the end of the 2021/2022 bear market. Historically, this indicator reading often corresponds to market bottom areas.Our Bitcoin trend model has turned bullish. Trend signals do not always materialize, but considering that Bitcoin itself has strong trends and high volatility characteristics, after the previous two signals reversed quickly, the current round of movement has better conditions for continuation. Additionally, Bitcoin's price is gradually approaching the 21-week moving average, which has a critical boundary significance in our bull-bear judgment framework.$73,000 has always been an important watershed since March 2024 and is a key threshold for confirming whether this trend can reverse. Recently, Bitcoin has been fluctuating around $70,000. If it can effectively break through and stabilize above $73,000, the reversal signal will be further confirmed. Currently, various indicators are overall positive, but before the price enters this round's target range, the upward pace may still be disturbed by phase risk factors, so attention should be maintained.

According to CoinDesk, JPMorgan released a report stating that the total inflow of digital assets in the first quarter of 2026 is approximately $11 billion, annualized at about $44 billion, which is about one-third of the same period in 2025.Analysts Nikolaos Panigirtzoglou and others pointed out that the inflow of funds from retail and institutional investors is low or even negative, with the inflow in the first quarter mainly coming from Bitcoin purchases by Strategy and concentrated crypto venture capital financing.The overall cryptocurrency market declined in the first quarter, with the total market capitalization dropping by about 20%, Bitcoin falling by about 23%, and ETH declining by over 30%. The sell-off was driven by macroeconomic and geopolitical pressures, with altcoins experiencing even larger declines. Prices stabilized towards the end of the quarter, with Bitcoin consolidating around $70,000.The report noted that CME futures positions for Bitcoin and ETH weakened compared to 2024 and 2025, with net outflows for spot Bitcoin and ETH ETFs occurring in the first quarter, mainly concentrated in January, while inflows for Bitcoin ETFs rebounded in March.Strategy remains the main buyer, primarily providing funding for Bitcoin purchases through equity issuance, while other corporate holders are relatively conservative, with some selling Bitcoin for buybacks. Bitcoin miners were net sellers in this quarter. The annualized pace of crypto venture capital funding is higher than in the previous two years, but it is concentrated in a few large transactions, with funds continuing to flow into infrastructure, stablecoins, payments, and tokenization.

QCP's weekly report pointed out that against the backdrop of escalating geopolitical tensions and rising oil price volatility, Bitcoin remains around $67,000, demonstrating a certain level of resilience; Ethereum shows steady performance, while altcoins lag behind.Market positions have been cleared, selling pressure has eased, and short-term hedging demand remains active, indicating that the market is no longer overly crowded. There is indeed support, but it is relatively limited. There is buying support for Bitcoin, but a comprehensive chase for higher prices has not yet emerged.

According to the BIT on Target weekly report, Bitcoin is entering a critical observation window. After several months of correction, BTC has recently rebounded slightly and is once again testing the previously lost key support range (approximately $65,881--$66,396), but the overall recovery foundation remains unstable, and the trend is relatively weak.The report points out that macro pressures continue to accumulate, liquidity is marginally weakening, and with key policy events approaching, the market pricing logic is gradually adjusting. Looking ahead to April, although it is historically considered a relatively strong month, the report believes it is not appropriate to simply extrapolate seasonal patterns. Whether April can achieve a phase of recovery depends on whether the funding situation, position structure, and external catalysts can resonate.

Bitcoin fell back after reaching $69,000 on Wednesday, following U.S. President Trump's speech that failed to assure an end to the Iran war, while WTI crude oil prices rose above $110, triggering market risk aversion. Meanwhile,the U.S. Treasury expressed concerns about the $2 trillion private credit market, and Blue Owl, which manages $30.7 billion in assets, announced that two of its private credit funds experienced "unconventional redemption requests," setting a withdrawal request limit of 5%. The number of people continuously applying for unemployment benefits in the U.S. rose to 1.84 million.Bitcoin has maintained a support level of $66,000 this week but faces multiple selling pressures. The U.S.-listed spot Bitcoin ETF has seen a net outflow of $450 million since March 24, with the industry holding $88 billion in Bitcoin assets, of which BlackRock's IBIT leads with $53.9 billion. MARA Holdings sold 15,133 BTC in March, Riot Platforms transferred out 500 BTC for sale, and Nakamoto Holdings sold 284 BTC.The U.S. federal deficit is expected to reach $1.9 trillion by 2026, and the market believes that economic stimulus measures may provide support for Bitcoin prices in the medium term. Companies like Strategy and Metaplanet continue to buy Bitcoin, partially offsetting the aforementioned selling pressure.