DeepFlowTech

The U.S. government has announced a full blockade of the Strait of Hormuz starting April 13, prohibiting all ships entering or leaving Iran to cut off its oil revenue and reverse its economic advantage. This move will impact cryptocurrencies and global oil prices, although Iran may continue to export oil by escalating conflicts and relying on Chinese support, and market risks will persist.

The report indicates that stablecoins are mainly used for crypto trading and liquidity support within the financial ecosystem, with less than 1% actually used for payments. Although payment giants plan to support stablecoin technology, their payment applications are still in the early stages and need to address issues such as interoperability and compliance.

The valuation of tech stocks is rapidly compressing, with the forward price-to-earnings ratio of the S&P 500 Information Technology sector dropping from 40 times during the AI boom to 20 times, returning to previous levels. The triple pressures of Middle East conflicts, doubts about AI investment returns, and slowing profit growth have led to a revaluation of tech giants. At the individual stock level, companies like NVIDIA and Microsoft are showing divergent performance, and debates about an AI bubble are intensifying. Investors need to pay attention to whether capital expenditures can generate corresponding profit returns.

Researchers at the University of California have found that some third-party large language model (LLM) routers pose security risks that could lead to cryptocurrency assets being stolen. Testing results show that some routers inject malicious code, steal credentials, and increase security vulnerabilities. The study recommends developers avoid transmitting private keys through AI agents and calls on AI companies to strengthen security measures.