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Seven Green Candles Meet Three White Soldiers | Rewire News Morning Brief
The S&P 500 is up for the seventh consecutive day, with the Dow turning positive for the year, but the underlying assumption of the ceasefire rally will be tested by CPI tonight.
1｜S&P 500 Up Seven Consecutive Days to 6824, Dow Turns Positive for the Year, Ceasefire Rally to Face CPI Tonight
The U.S. stock market closed higher on Thursday, extending its rally since the ceasefire. The S&P 500 rose 0.62% to 6824.66, marking its longest winning streak since October. The Nasdaq rose 0.83% to 22822.42, the Dow Jones rose 275.88 points to 48185.80, turning positive for the year. The seven-day gains are built on one assumption: that the ceasefire can contain oil prices and peak energy inflation.
Tonight at 8:30 pm Beijing time, the March CPI will be released. FactSet's consensus of three institutions forecasts a median of 3.4%, the highest since April 2024. The March data collection window covered the period of the Hormuz closure, with the average oil price still above $100. If the actual number falls within the upper end of the forecast range at 3.9%, the ceasefire narrative of seven consecutive days will be abruptly challenged by inflation data. The Fed's minutes released last night already signaled "maintaining tightening," with the CPI serving as the second boot.
(Source: Yahoo Finance / Bloomberg / CNBC / TheStreet / FactSet)
2｜72-Hour Ceasefire, Three Negotiation Fronts Simultaneously Open
The Islamabad negotiations are in the final stages of preparation. The Vans delegation arrived in Pakistan today, with formal talks scheduled for tomorrow morning. The Iranian delegation, led by Speaker Galibaf, with Sherif mediating. The Iranian ten-point plan is the nominal basis, with the core demands being passage rights in the strait and the lifting of all sanctions. Trump accused Iran of charging tolls last night, saying, "This is not the agreement we reached," while the White House stated that the ceasefire condition is "unrestricted, free" access to Hormuz.
The second front only emerged yesterday. Netanyahu announced instructing the cabinet to "engage in immediate direct talks with Lebanon," focusing on disarming Hezbollah. This invitation came 24 hours after an airstrike that killed 303 people, with Hezbollah already rejecting it, stating that a ceasefire is a prerequisite. The three fronts are vying for interpretive authority over the same ceasefire agreement, each pulling in a different direction. (Continued from yesterday's report)
(Source: CNBC / Axios / Al Jazeera / CNN / Washington Times)
3｜Burry Publicly Declares "Anthropic Is Having Palantir for Lunch," PLTR Dives 7.3% in a Single Day
Palantir closed Thursday down 7.3% at $130.49, with a volume of 90.8 million shares, 82% higher than the three-month average. The trigger was Michael Burry's post on X stating "Anthropic Is Having Palantir for Lunch," pointing out that Anthropic achieved an annualized revenue of $90 billion to $300 billion in just a few months, while Palantir took 20 years to reach $5 billion. Ramp data shows that Anthropic took away 73% of the new enterprise AI spend.
Burry's timing was not random. Just on Wednesday, Anthropic released the Managed Agents beta, a cloud AI agent deployment product positioned as a lightweight alternative to Palantir Foundry. Foundry deployments typically require Palantir on-site consultants and months of integration, while Managed Agents claim to compress this cycle to days. This is not just a valuation dispute but a fork in the enterprise AI delivery model.
(Source: Benzinga / Motley Fool / Yahoo Finance / Disruption Banking)
4｜Private Credit Redemption Wave Hits Four Giants Simultaneously, Carlyle Forced to Impose Gates
Carlyle's flagship private credit fund, CTAC, saw redemption requests of 15.7% in the first quarter, with net assets of around $4.8 billion, but could only honor the 5% limit, approximately $240 million, less than a third of what investors applied for. Meanwhile, Blackstone's private credit fund had a redemption rate of 8%, Apollo 11.2%, Ares 11.6%, and Blue Owl 21.9%.
Five top funds simultaneously hit or approached redemption limits, indicating this is not just a liquidity issue of individual funds. The Middle East conflict has raised rate hike expectations, prompting investors to reassess the liquidity premium of private credit. A Carlyle spokesperson cited redemption windows lagging behind peers as the main reason, but when all five funds are giving their own "special reasons," systemic signals have overshadowed individual explanations.
(Source: Bloomberg / WSJ / Reuters / Benzinga / Yahoo Finance)
Also Good to Know ↓
The March CPI will be released tonight at 8:30 PM Beijing time, with FactSet forecasting a 3.4% year-over-year increase, the highest since April 2024. The forecast range is 3.3% to 3.9%, with a core CPI forecast of 2.7%. The March data collection window covers the period of high oil prices due to the Iran conflict, with the energy price month-over-month increase expected to be the largest since 1957. CME FedWatch shows a high probability of no change on April 29. (Source: FactSet / CBS News / Morningstar)
Trump warned Iran last night on social media to "stop it now" with regard to the collection of tolls in the Strait of Hormuz. The White House stated that the ceasefire condition is for the strait to be open "unrestricted and toll-free," but Iran's Supreme Leader Khamenei stated they will "take strait management to a new stage." Less than 72 hours into the ceasefire, the definition of the strait has become a negotiating chip. (Source: CNBC / Axios / ABC News)
Morgan Stanley becomes the first U.S. bank to issue a physically backed Bitcoin ETF. MSBT debuted on April 8 with $34 million in net inflows, sporting a management fee of 0.14% lower than BlackRock's BIT at 0.25%. Analysts project a first-year AUM target of $5 billion. BTC rose by 5.2% in the past 24 hours to $71,800. (Source: CoinDesk / Bloomberg / Fortune / BusinessWire)
Meta signs a $210 billion expansion deal with CoreWeave, adding to the previously promised total commitment of $350 billion. The data centers will run on NVIDIA's Rubin system, with deliveries scheduled between 2027 and 2032. Meta's capex guidance for this year is between $115 billion and $135 billion. In the same week, Meta released the closed-source model Muse Spark, the first time not opening up the weights. (Source: Bloomberg / CNBC / CoreWeave Website)
Amazon CEO Jassy reveals for the first time that AWS AI's annualized revenue has surpassed $15 billion, accounting for about 10% of AWS's total revenue. The in-house chip business has an annual revenue exceeding $20 billion, doubling since the beginning of the year. Amazon's capex for this year remains at $200 billion. (Source: Sherwood News / GeekWire / Yahoo Finance)
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Mixin has launched USTD-margined perpetual contracts, bringing derivative trading into the chat scene.
The privacy-focused crypto wallet Mixin announced today the launch of its U-based perpetual contract (a derivative priced in USDT). Unlike traditional exchanges, Mixin has taken a new approach by "liberating" derivative trading from isolated matching engines and embedding it into the instant messaging environment.
Users can directly open positions within the app with leverage of up to 200x, while sharing positions, discussing strategies, and copy trading within private communities. Trading, social interaction, and asset management are integrated into the same interface.
Based on its non-custodial architecture, Mixin has eliminated friction from the traditional onboarding process, allowing users to participate in perpetual contract trading without identity verification.
The trading process has been streamlined into five steps:
· Choose the trading asset
· Select long or short
· Input position size and leverage
· Confirm order details
· Confirm and open the position
The interface provides real-time visualization of price, position, and profit and loss (PnL), allowing users to complete trades without switching between multiple modules.
Mixin has directly integrated social features into the derivative trading environment. Users can create private trading communities and interact around real-time positions:
· End-to-end encrypted private groups supporting up to 1024 members
· End-to-end encrypted voice communication
· One-click position sharing
· One-click trade copying
On the execution side, Mixin aggregates liquidity from multiple sources and accesses decentralized protocol and external market liquidity through a unified trading interface.
By combining social interaction with trade execution, Mixin enables users to collaborate, share, and execute trading strategies instantly within the same environment.
Mixin has also introduced a referral incentive system based on trading behavior:
· Users can join with an invite code
· Up to 60% of trading fees as referral rewards
· Incentive mechanism designed for long-term, sustainable earnings
This model aims to drive user-driven network expansion and organic growth.
Mixin's derivative transactions are built on top of its existing self-custody wallet infrastructure, with core features including:
· Separation of transaction account and asset storage
· User full control over assets
· Platform does not custody user funds
· Built-in privacy mechanisms to reduce data exposure
The system aims to strike a balance between transaction efficiency, asset security, and privacy protection.
Against the background of perpetual contracts becoming a mainstream trading tool, Mixin is exploring a different development direction by lowering barriers, enhancing social and privacy attributes.
The platform does not only view transactions as execution actions but positions them as a networked activity: transactions have social attributes, strategies can be shared, and relationships between individuals also become part of the financial system.
Mixin's design is based on a user-initiated, user-controlled model. The platform neither custodies assets nor executes transactions on behalf of users.
This model aligns with a statement issued by the U.S. Securities and Exchange Commission (SEC) on April 13, 2026, titled "Staff Statement on Whether Partial User Interface Used in Preparing Cryptocurrency Securities Transactions May Require Broker-Dealer Registration."
The statement indicates that, under the premise where transactions are entirely initiated and controlled by users, non-custodial service providers that offer neutral interfaces may not need to register as broker-dealers or exchanges.
Mixin is a decentralized, self-custodial privacy wallet designed to provide secure and efficient digital asset management services.
Its core capabilities include:
· Aggregation: integrating multi-chain assets and routing between different transaction paths to simplify user operations
· High liquidity access: connecting to various liquidity sources, including decentralized protocols and external markets
· Decentralization: achieving full user control over assets without relying on custodial intermediaries
· Privacy protection: safeguarding assets and data through MPC, CryptoNote, and end-to-end encrypted communication
Mixin has been in operation for over 8 years, supporting over 40 blockchains and more than 10,000 assets, with a global user base exceeding 10 million and an on-chain self-custodied asset scale of over $1 billion.
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