
1. BTC retraced this morning after surging to $97,500 last night, with ETH following a similar rise-and-fall pattern, while gold and silver fluctuated at high levels.
2. U.S. November PPI rose 0.2% MoM, matching expectations, while the YoY rate hit 3%, a high since July. The Fed's Beige Book indicated moderate economic growth in most of the 12 districts, with stabilizing employment and wage growth, though price pressures from tariffs and energy costs persist.
3. Galaxy Research warned that the Senate Banking Committee's draft crypto market structure bill would significantly expand Treasury surveillance powers, imposing "Patriot Act" style regulations on DeFi, including warrantless transaction freezes and mandatory front-end compliance for sanctions and AML.
4. Accenture’s 2026 Banking Trends report notes the industry has entered a "de-constrained" era, where stablecoins, crypto assets, and tokenized deposits are scaling, posing a $200 trillion restructuring risk to traditional bank deposits, loans, and fee income.
5. Visa partnered with BVNK to launch stablecoin top-up and instant payout services via the Visa Direct network, enabling businesses to make real-time payments to digital wallets outside banking hours; BVNK processes over $30 billion in stablecoin payments annually.
6. JPMorgan projects crypto market inflows will continue to grow in 2026, with the primary driver shifting to institutional investors, following 2025’s nearly $130 billion inflow driven largely by Bitcoin/Ethereum ETFs and corporate treasuries.
7. Corporate digital asset treasuries saw a net increase of 260,000 BTC over the past six months (far exceeding the 82,000 BTC mined), bringing the total to 1.11 million BTC (up 30%). MicroStrategy holds approximately 687,000 BTC (60% of the total) and continues to accumulate.
8. The 2025 Bitwise and VettaFi survey revealed that 99% of financial advisors already allocated to crypto plan to maintain or increase their exposure in 2026.
9. Pakistan signed an agreement with a World Liberty Financial affiliate to integrate its USD1 stablecoin into a regulated digital payment framework, operating alongside the national digital currency infrastructure for cross-border payments.
10.Bitcoin advocacy groups sent a letter to the U.S. House Ways and Means Committee urging the expansion of de minimis tax exemptions to Bitcoin and major public chain tokens. They suggested compliant stablecoins be treated as cash and proposed tax exemptions for network tokens with a market cap over $25 billion (capped at $600 per transaction and $20,000 annually).
Stay updated on the latest crypto market trends, including BTC/ETH price, macro updates, SEC regulatory developments, and major corporate news.

OSL Research Daily Brief | 2026.04.02

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