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Golden Ten Data reported on April 4 that China International Capital Corporation (CICC) released a research report. The Iran conflict has entered its fifth week, with developments becoming more complex than initially expected by the market. There is still a considerable distance to true de-escalation, and the path to easing tensions is likely to experience repeated twists and turns. At present, the key question for investors is: has the market “bottomed out”? To answer this, firstly, one must observe whether the situation is escalating. Secondly, even if the outlook remains unclear, it is possible to assess whether asset pricing has become sufficiently adjusted. Furthermore, the pricing differences among various assets and industries will result in significantly different “value for money.” In our view, April marks a critical point to determine whether the “paper disturbances” in the financial market will evolve into “actual shocks” affecting real production. In terms of asset pricing, bonds, gold, and copper remain relatively pessimistic; equity markets, in general, have not fully priced in negative scenarios. In terms of allocation, we recommend positioning early in assets that have been sufficiently priced, holding beneficial assets without chasing highs, and hedging volatility with low-volatility dividends or by reducing positions.

According to Arkham data, at 13:40 (UTC+8), 355.1 BTC (worth approximately 23.75 million US dollars) was transferred from an anonymous address (starting with 3CgfYbVV...) to another anonymous address (starting with bc1q08cy...).

Foresight News reports that, according to monitoring by Onchain Lens, a newly created wallet received 40,000 ETH, worth approximately 82.12 million US dollars, from Falcon X. This wallet may belong to BitMine.