
1. BTC rebounds as the broader market rallies. Correlation between BTC and US stocks strengthens, while diverging from Gold's safe-haven trend. US stocks rebound as Gold corrects. Trump states he will not use military force against the US and will pause tariffs on Europe. Denmark agrees to allow US military bases on parts of Greenland.
2. The Senate Agriculture Committee has released the latest text of the crypto market structure bill. Failing to reach an agreement with Democrats, the bill is expected to face partisan struggle, which is not a positive signal.
3. Approximately $2.1 billion in BTC and ETH options are set for expiry this Friday. Current Implied Volatility (IV) stands at 42% for BTC and 56% for ETH.
4. On Polymarket, the probability of Rick Rieder becoming the next Fed Chair has risen to 27%.
5. Vietnam launches a pilot for crypto platform licensing, requiring local firms to have a minimum paid-in capital of 10 trillion VND (~$380 million). About ten securities firms and banks have expressed plans to enter the market upon obtaining a license.
6. Ripple President Monica Long predicts that by the end of 2026, approximately 50% of Fortune 500 companies will hold crypto assets and have a formal strategy in place.
7. Coinbase CEO clashes with the Governor of the Bank of France at Davos, with stablecoin yields and the "Bitcoin Standard" as focal points.
8. Vanguard Value Index Fund has purchased 1.23 million shares of MicroStrategy (valued at $202.5 million), following a previous purchase of 2.91 million shares ($505 million) by its Mid-Cap Fund.
9. Bitpanda is set to launch trading for approximately 8,000 stocks and 2,500 ETFs on January 29, supporting fractional shares and positioning itself as a multi-asset platform.
10. CoinGate Data: In 2025, BTC accounted for 22.1% of crypto payments, followed by USDT at 16.6%, with LTC in third place. Europe recorded the highest payment volume.
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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