Floating profit has not gone, BTC's previous bear list has rebounded and hit the sixth place

Analysts from the research department of DBS Group stated that the Bank of Japan may accelerate the pace of interest rate hikes from every 6 months to every 3 to 4 months, and advance the next expected rate hike to September. It is expected that the overnight lending rate will reach 1.75% by mid-2027. DBS Group has raised its GDP growth forecast for Japan in 2026 from 0.5% to 0.9%, and for 2027 from 0.5% to 1.0%. (Golden Ten)

Analysts at Bitunix pointed out that the yield of the 30-year treasury bond bond of the United States rose to 5.31%, adding geopolitical risks and financial pressures of the United States and Iran, and the risk of market volatility increased. Cryptocurrency ETFs have had a net outflow of $90.55 million in the past week, a net inflow of $977 million in the past month, and a net outflow of $5.406 billion in the past quarter. Overvalued assets are facing pressure from rising long-term interest rates and risk premiums.

Ethereum developer Kovaundray submitted an EIP-12188 proposal on GitHub, suggesting reducing the consensus layer block retention window to alleviate node storage pressure. The proposal is currently in the public review stage and has received support from some Ethereum client developers. Developer Dapplion expressed support for the idea, and Lighthouse client contributor Michael Stroul believes that the adjustment will not cause significant issues with Lighthouse's operation. The proposal suggests that reducing the retention time of historical blocks in the consensus layer can optimize node resource utilization. During the discussion, it was mentioned that the pruning of historical data in the execution layer may affect the provision of old block data by some long-term running nodes, but developers believe that this will not threaten network security or the normal operation of nodes. Currently, EIP-12188 has not been merged.

The Bank for International Settlements stated in its annual economic report that the valuation of AI core companies is at a high level, and the risk premium is significantly reduced. Additionally, some chip and cloud manufacturers have formed circular financing through equity investment, long-term procurement commitments, computing power leasing, and data center leaseback arrangements, which poses a risk of asset duplicate pledge.

[Stripe in Talks to Acquire OpenRouter, a16z and Menlo Ventures to Reap Significant Returns] According to Business Insider, Stripe is in negotiations to acquire the AI model marketplace OpenRouter for over $8 billion. If the deal goes through, Andreessen Horowitz (a16z), which holds more than 17% equity, will see its stake valued at nearly $1.5 billion, with an initial investment of approximately $20 million. Menlo Ventures, holding over 6% equity with an investment of less than $50 million, now sees its stake valued at over $500 million. Combined, the two firms are set to achieve returns nearing $2 billion.