April 10, 2026
Easing Geopolitical Tensions Support Risk Assets in a Choppy Uptrend
Summary
Macro: Rising expectations around Israel–Lebanon talks have reinforced hopes for a sustained US–Iran ceasefire, lifting overall risk appetite. US equities extended gains, with the S&P 500 and Nasdaq posting a seven-day winning streak. Earlier Israeli strikes on Lebanon briefly clouded the outlook and pushed oil prices higher; however, after Israel signaled willingness to proceed with negotiations, oil retraced more than half of its gains. Precious metals remained strong, with spot gold rising nearly 2% intraday and silver gaining over 4%.
Crypto Market: A temporary Russia–Ukraine ceasefire, combined with ongoing Islamabad talks and direct Israel–Lebanon dialogue, helped improve market sentiment. BTC briefly rallied but faced resistance and pulled back. It is now consolidating around the $72,000 level with declining volume, with strong resistance in the $72,500–$73,000 range.
Project Updates
Trending Tokens: RAVE, VVV, TNSR
• RAVE: A platform focused on offline electronic music festivals, recently gained attention due to events in Hong Kong. Capital inflows surged, with 24-hour trading volume up over 2x and price rising დაახლოებით 225%.
• TNSR: Significant expansion in both price and volume, with trading activity surging; 24-hour volume increased over 33x, and the token gained more than 44%.
• VVV: Venice Token topped the Base AI Agents leaderboard. Coupled with Aerodrome’s WETH-VVV liquidity incentives (around 140% APY), strong capital inflows pushed the token up over 15%.
• ZEC: The privacy sector strengthened overall, with ZEC rising about 14%, also lifting DASH by a similar margin.
• SIREN: Highly concentrated token ownership combined with AI narrative hype has driven continued gains, up over 24% on the day. However, signs of potential price manipulation remain, warranting caution on downside risks.
Major Asset Performance
Data as of April 10, 2026, 00:00 (UTC+0)
• BTC: $71,809.30 | 24h: +1.03%
• ETH: $2,190.42 | 24h: +0.03%
• S&P 500: 6,824.63 | 24h: +0.62%
• NASDAQ: 22,822.42 | 24h: +0.83%
• WTI Crude: $98.42 | 24h: +1.33%
• Crypto Fear & Greed Index: 16 (vs. 14 24h ago) — Extreme Fear
Today’s Outlook
• US March CPI (YoY, unadjusted)
• US March CPI (MoM, seasonally adjusted)
• US March Core CPI (MoM, seasonally adjusted)
• US March Core CPI (YoY, unadjusted)
• US April 1-Year Inflation Expectations (Preliminary)
• BABY token unlock: 12.33% of circulating supply (~$5.46 million)
Macro Developments
• US Core PCE YoY edged lower, while MoM remained unchanged.
• Putin announced a 32-hour ceasefire for Orthodox Easter, followed by Ukraine President Zelensky confirming participation.
• Netanyahu ordered direct negotiations with Lebanon, with the first round reportedly set to take place in the US next week.
• Trump pressured European allies to present concrete escort plans within days.
• The US is filling Middle East oil supply gaps, with empty tankers from Asia redirecting to the US.
• Japan plans to release 20 days’ worth of oil reserves starting early May.
Crypto Policy
• The SEC Chair stated readiness to implement the “Clarity Act” once passed by Congress.
• Dubai released updated guidelines for token issuance, including RWA and stablecoins.
Industry Highlights
• Telegram founder announced a major upgrade to the TON blockchain, improving speed by 10x.
• Circle launched CPN Custody Payments, enabling financial institutions to join and operate within the network.
• Visa introduced its AI-powered “Intelligent Commerce Connection,” allowing AI agents to autonomously browse and complete payments.
• Bhutan transferred another 319.7 BTC, potentially for sale.
• AI platform Surf launched Surf Skill, offering users up to $200,000 in free API credits.
