Geopolitics

Iran announced on April 11 a 71-member delegation for negotiations with the United States. The delegation is led by Speaker of Parliament Kalibaf. Members include Foreign Minister Aragchi and multiple experts. The U.S. delegation has 300 members, covering multiple areas such as security.

A U.S. bank research report said that since the 1970s, the global economy’s reliance on oil has declined, and the oil required now is only one-third of that at the time, with economic resilience strengthening. In addition, Haitong Securities’ analysis found that gold did not exhibit safe-haven characteristics; after experiencing a pullback due to geopolitical shocks, it rebounded.

Bitcoin’s weekly gain this week reached nearly 7%, marking the strongest single-week performance since October 2025, as the U.S. core CPI data came in below expectations and a ceasefire agreement between Iran and Israel boosted market sentiment. The price briefly broke through $73,000. Market expectations have intensified that the Federal Reserve may start cutting rates sooner, and technical indicators show volatility compression, suggesting that significant price swings may be ahead. In the short term, attention should be paid to the ceasefire negotiations and the Federal Reserve’s policy direction.

Gate News message, April 11, according to Reuters, a senior U.S. White House official said that skepticism is pervasive inside the White House. The official said that during recent conversations with his advisers, Trump seems to have acknowledged that the Strait of Hormuz is unlikely to fully reopen in the short term. However, at the same time, on Thursday Trump posted on social media that oil supplies will be restored soon, but provided no further details.

Gate News message. On April 11, Iranian Islamic Parliament Speaker Qalibaf said in a statement delivered in Islamabad, Pakistan’s capital, at around 1 a.m. local time on the 11th that Iran is sincere about negotiations with the United States, but does not trust the U.S. side. The reason is that the parties’ previous negotiations “have always ended in failure and betrayal.” Qalibaf said that if the U.S. side tries to use this round of talks to put on a show, Iran is prepared to defend its own rights.

Taiwan’s crypto-specific regulatory framework will be implemented in 2026, and financial institutions will begin acquiring virtual asset service providers (VASPs). Financial holding groups such as Fubon and Federal Bank are actively positioning themselves, accelerating the integration of traditional finance and the crypto industry, while emerging platforms like HOYA BIT are competitive. The market expects that as regulations roll out, demand for virtual assets will increase significantly.

Reports say that Iran plans, during a U.S.-Iran ceasefire period, to require tankers transiting the Strait of Hormuz to pay a toll of $1 per barrel in Bitcoin and cryptocurrencies. The cost for a single trip could reach $2 million. A fully loaded tanker must declare its cargo and make payment with cryptocurrency, while also ensuring the transaction is not tracked. The move is intended to evade the risk of sanctions from the traditional financial system.

Taiwan’s crypto-specific law will be implemented in 2026, and financial institutions will begin acquiring virtual asset service providers (VASP). Financial holding groups such as Fubon and Federal Bank are actively positioning themselves to accelerate the integration of traditional finance with the crypto industry. Emerging platforms like HOYA BIT are gaining competitiveness. With the regulations rolling out, the market expects demand for virtual assets to increase significantly.

Taiwan’s crypto-specialized legal framework will be rolled out in 2026, and financial institutions will begin acquiring virtual asset service providers (VASPs). Financial holding groups such as Fubon and the United Bank of Taiwan have been actively positioning themselves, accelerating the integration of traditional finance with the crypto industry. Emerging platforms such as HOYA BIT are showing strong competitiveness. The market expects that once the regulations are implemented, demand for virtual assets will increase significantly.

Gate News message: On April 10, U.S. and Iranian delegations are expected to hold talks in Islamabad, the capital of Pakistan, on April 11. As of now, Islamabad has increased its security measures, and the media center has begun operations. According to CCTV, as of now, there is no clear information on the specific timing and format of the talks. There are reports that in the first phase, the U.S. and Iran may not hold face-to-face talks; instead, each side may meet with Pakistan first, and then decide whether to proceed with direct talks between the U.S. and Iran.

Gate News update: On April 10, according to market sources, on April 11, U.S. Democratic Senator Elizabeth Warren sent a letter to the U.S. Commodity Futures Trading Commission (CFTC), requesting an investigation into oil trades related to remarks made by U.S. President Donald Trump about Iran.

Trump warned that if peace talks with Iran fail, U.S. warships are ready to deploy advanced weapons for a military strike. He expressed doubts about his commitments to Iran and said he would soon know the outcome of the negotiations.

Gate News message. On April 10, the spokesperson of the Islamic Revolutionary Guards’ Khatam al-Anbiya Central Headquarters, Iran, said in a statement released on the 10th that due to repeated breaches of trust by the United States and Israel in the past, Iran’s armed forces remain in full readiness, prepared to open fire at any time. (Xinhua)

U.S. stocks rebounded after the ceasefire agreement was announced, nearing a full recovery of the losses caused by the Iran war, but the oil market remained cautious, with prices holding at elevated levels. Investors’ confidence in future economic and political developments increased, and they may continue to add to their positions.

Gate News message: On April 10, U.S. National Economic Council Director of the White House, Hassett, said the Strait of Hormuz could be reopened within two months. In addition, Hassett said the Federal Reserve still has room to cut interest rates, and this outlook will be very solid.

Amid the impact of the Iran war, a certain CEX offered about 1,000 temporary relocation options for its employees in the UAE, including to places such as Hong Kong. Its UAE operations remain normal, and global user services are unaffected. This move is intended to address disruptions to cryptocurrency activities caused by regional conflicts.

Gate News message: On April 10, U.S. Vice President Vance said that Trump has provided very clear guidance for the negotiations, is looking forward to talks with Iran, and believes that the negotiations with Iran will be positive.

Gate News message: On April 10, the U.S. dollar spot index has fallen cumulatively by about 1.4% this week, marking the largest weekly drop since January. After the CPI data was released, market trading strategies focused on buying the U.S. dollar and oil. The foreign exchange market has now entered a news-headline-driven trading phase, and progress in the Iran-U.S. negotiations amid a fragile ceasefire is becoming the new focal point.

The crypto market has seen a 1.14% decline, with Bitcoin and Ethereum experiencing slight gains. Top gainers include PEPE and IRISnet. DeFi TVL increased, while NFT sales dropped. Notable events include xAI suing Colorado and South Korea tightening crypto regulations.

Gate News message. On April 10, Pakistani media confirmed that an Iranian delegation has arrived to begin negotiations. The main round of talks between Iran and the United States will be held in Pakistan tomorrow (April 11), and the discussions will focus on two issues: opening the Strait of Hormuz and extending the ceasefire.