Crypto Macro News and Global Policy Updates

The U.S. Securities and Exchange Commission approved rule changes for the NYSE American board on April 1, easing the restriction that previously allowed only a single crypto asset trust and opening up options trading for commodity trust ETFs with multiple crypto assets. This change will encourage financial institutions to increase their willingness to invest in hybrid crypto assets and improve market liquidity. Enhanced liquidity and regulatory measures will help prevent market risks.

Gate News update: On April 1, according to monitoring by Lookonchain, yesterday (March 31), U.S. Bitcoin ETFs saw net inflows of 1,752 BTC, Ethereum ETFs saw net inflows of 14,488 ETH, and Solana ETFs saw net inflows of 571 SOL.

The U.S. Securities and Exchange Commission approved an option for the NYSE American to list a multi-crypto-asset commodity trust, allowing a trust to support multiple cryptocurrency assets. Requirements include high-liquidity standards and listing conditions to ensure trading compliance and transparency.

In brief Moody's assigned a provisional Ba2 rating to up to $100 million in Bitcoin-backed revenue bonds issued through New Hampshire's Business Finance Authority. The bonds are backed solely by Bitcoin held in custody at BitGo, with no New Hampshire public funds at risk. The rating

Gate News news, on April 1, the Office of Iran’s Supreme Leader posted on social media the first remarks of Supreme Leader Mojtaba Khamenei, released that day, reaffirming that Iran will continue to use the blockade of the Strait of Hormuz as a countermeasure. The Office of Iran’s Supreme Leader also said in the remarks that Iran is studying ways to open up “other potential fronts,” and believes that the adversary in the relevant area “lacks experience and has clear weaknesses.” The remarks stated that if the fighting continues, after taking into account the relevant factors comprehensively, “these fronts will be activated.” (CCTV News)

In March, crude oil traders piled into large short positions, betting on a decline in oil prices, but most were dealt severe blows. Although the ProShares UltraShort ETF saw the biggest inflow of capital, it still performed poorly. At the same time, long funds also received a surge in inflows, and the market showed a high degree of divergence.

In March 2026, Bitcoin ETFs experienced a significant rebound with $1.32 billion in inflows, ending a streak of losses and signaling renewed institutional interest. BlackRock maintained its dominance in the market during this period.

On April 1, demand for OpenAI stock in the secondary market fell significantly, and investors shifted to competitor Anthropic. Institutional investors want to sell about $600 million worth of OpenAI stock, but there are no takers. Meanwhile, buyers are preparing to invest $2 billion to purchase Anthropic stock, driving its demand to a record high.

Franklin Templeton is acquiring 250 Digital to establish its crypto division, Franklin Crypto, integrating the team's investment strategies. The deal will utilize BENJI tokens as payment, marking a shift to on-chain transactions in M&A.

Gate News reports that on April 1, Musk's space exploration company SpaceX has secretly filed for an IPO.

Gate News message, April 1, according to sources, U.S. Vice President Vance held talks with an "intermediary" on the Iran conflict on Tuesday. U.S. President Trump instructed Vance to privately convey that, as long as certain U.S. demands are met—such as reopening the Strait of Hormuz—he is willing to accept a ceasefire. Vance relayed Trump's "tough" message, saying that Trump has lost patience and warning that unless Iran reaches an agreement, pressure on Iran's infrastructure will increase.

Gate News reports that on April 1, Tom Lee, chairman of the Ethereum treasury company Bitmine, stated on the X platform that, from the perspective of the major regional economic structure in the United States, high oil prices are not an absolute negative for the overall economy. Texas benefits from the energy industry, New York relies on public transportation to reduce sensitivity to oil price fluctuations, and Florida has relatively short commuting distances; these regions can, to some extent, buffer the impact of rising oil prices. Additionally, Tom Lee emphasized that the “crisis” itself contains both “danger and opportunity,” but most investors tend to focus only on risks and overlook potential opportunities.

Gate News: According to the latest Gate TradFi data, NKE (Nike) has dropped by 10% in a short period. Current volatility is significantly higher than recent averages, indicating increased market activity.

Gate News reports that on April 1, the U.S. Energy Information Administration (EIA) announced crude oil inventories for the week ending March 27 at 5.451 million barrels, well above market expectations of 814,000 barrels, with the previous value at 6.926 million barrels.

The Solana Policy Institute, a Washington-focused nonprofit launched in late 2025 to advance blockchain-specific legislative and regulatory strategy, has characterized the current U.S. crypto policy environment as entering a materially new phase – one defined by implementation rather than

The U.S. Department of Labor proposed a rule allowing fiduciaries to include alternative assets like crypto in 401(k) plans, providing legal protections if they follow defined evaluation processes. This marks a shift toward integrating digital assets cautiously into retirement investing.

Gate News message. On April 1, market news indicates that Microsoft plans to invest more than $1 billion in Thailand to build artificial intelligence infrastructure. This investment will be used to build AI-related infrastructure such as data centers and cloud computing facilities.

Gate News message, on April 1, a Federal Reserve official, Mousalem, said the Federal Reserve can reduce its balance sheet through two paths: first, by reducing the supply of reserves; second, by lowering the demand for reserves.

Gate News message, April 1, although expectations of a de-escalation in the Iran war situation have warmed somewhat, navigation through the Strait of Hormuz is still constrained, and tensions have not been fully eased. Brent crude oil futures (the international crude benchmark price) are currently holding at around $100 per barrel, indicating that the market is still waiting to see whether the situation improves. Forex.com market analyst Fawad Razaqzada noted that in the absence of a clear timetable for the Strait of Hormuz to reopen and sufficient credibility, oil prices are unlikely to sustainably fall below $100.

Gate News reports that on April 1, the President of the St. Louis Fed, Mousalem, stated on Wednesday at an event hosted by the American Enterprise Institute in Washington that energy shocks related to the war with Iran will definitely impact overall inflation and may exert pressure on core prices. Mousalem said, "I expect increases in commodity prices to feed into overall inflation on a one-for-one basis, and there will be a period of high overall inflation." He added, "Core inflation will also be affected to some extent by pass-through; I will closely monitor the degree of pass-through and the correlation between the two."