DeepFlowTech

Research indicates that stablecoins have become a core part of the global financial infrastructure, driving a new generation of banking-as-a-service, integrating accounts, payments, foreign exchange, and credit through on-chain infrastructure and self-custody wallets, reducing reliance on traditional intermediaries. The report divides blockchain into general public chains, dedicated payment chains, and compliant networks, pointing out that after the GENIUS Act, stablecoin issuers are vying for the Federal Reserve's payment track. Cross-border payment progress is significant, but local fiat liquidity bottlenecks still exist; in the long term, on-chain credit may become a new opportunity, and the global status of the US dollar could become even stronger.

Bernstein indicates that the market fundamentals are continuously improving, with the Bitcoin 60k bottom already established, and the current price approaching 80k. Institutional demand may lead to a long-term bull market. Drivers: expansion of institutional channels, STRC holding 818,334 BTC, stablecoin supply exceeding $300 billion, tokenized asset scale reaching $345 billion, up 110%. Also warns of long-term risks from quantum computing, but blockchain has time to complete the quantum security transition.

Decrypt reports that Strategy bought only 3,273 BTC last week, down about 91% from 34,164 BTC the previous week, analysts say this is related to the cooling of the STRC market. Previously, STRC drove its largest coin purchase in nearly 16 months with an 11.5% monthly dividend; after the dividend payout, the stock price remained below $100, and Strategy switched to issuing 1.4 million common shares for financing. Michael Saylor plans to change STRC dividends to biweekly to ease fluctuations in acquisition pace.

OpenClaw releases v2026.4.25, with a comprehensive upgrade to TTS, adding six major speech service providers and supporting session-level automatic TTS, Persona cross-account coverage; plugin registry migration to improve update and discovery reliability; OpenTelemetry full-link observability extension covering model calls, tokens, tool loops, memory, and other scenarios; browser automation enhancements (iframe snapshots, CDP readiness, headless startup, diagnostic probes); fixes for multi-platform installation and update issues, with improved stability.

U.S. stocks opened lower on Monday, with the Dow down 0.24%, the S&P down 0.15%, and the Nasdaq down 0.17%. Technology stocks came under pressure: Microsoft fell about 0.5% after announcing that its license with OpenAI has shifted to non-exclusive and will no longer share revenue. Several individual stocks weakened, with TRON down about 3%, MARA down about 2.5%, and CRCL down about 2.3%; COIN and HUT also fell, while DJT rose slightly.

Microsoft and OpenAI reach revised agreement: Microsoft remains the primary cloud partner, OpenAI products are prioritized on Azure but can also be deployed on any cloud. Intellectual property rights are licensed until 2032, now non-exclusive; Microsoft no longer receives revenue sharing, while OpenAI and Microsoft’s revenue share continues until 2030 with a cap, and Microsoft remains a significant shareholder and participates in OpenAI’s growth.