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New Algorithmic Standards and Migration Policy Timelines Propel Post-Quantum Cryptography Toward Billion-Dollar Market by 2030

NEW YORK, April 29, 2025 /PRNewswire/ — The commercialization of Post-Quantum Cryptography (PQC) solutions is well underway, and global technology intelligence firm ABI Research expects market growth to be dynamic and ramp up quickly over the next five years, despite an increasingly uncertain economic outlook.

The newly published U.S. NIST PQC standards (FIPS 203, 204, and 205), various national policies dictating PQC transition timelines (in North America, the EU, and parts of the Asia-Pacific region), as well as the announcement of RSA and ECC deprecation, mean that the march towards PQC migration is inevitable.

“2030 is the PQC transition target year for priority industries such as government, defense, and critical infrastructure in those regions,” says Michela Menting, Senior Research Director at ABI Research. “Dictated in large part by national mandates, these sectors have to start planning their migration today in order to meet the deadline.” The process is expected to be long and complex, and it will require assistance from several different experts as stakeholders move through the various migration phases. This will dictate market traction and technology adoption.

In the first instance, it’s about assessment and planning, driving a surge in PQC services to provide cryptographic asset discovery and inventory management, and transition strategies. This will make up the brunt of the market initially, expected to reach US$255 million globally by the end of the year. The second phase will be focusing on updating or migrating to new systems and integrating PQC technologies. This will require commercial point solutions that organizations can leverage, preferably off-the-shelf. ABI Research expects point solutions to grow much more dynamically across the forecast period, at a CAGR of 63%.

A host of small companies with strong PQC offerings are emerging with dedicated PQC services and technology solutions to the market. PQShield, Post-Quantum Solutions, CryptoNext Security, Secure-IC, Crypto4A, InfoSec Global, PQSecure, CryptoExperts, QuSecure, genua, wolfSSL, SEALSQ, ISARA, and Quantropi each have a strong focus on cryptographic libraries and applications. They are accompanied by digital security leaders such as Thales, Entrust, Utimaco, IBM, Keyfactor, GlobalSign, DigiCert, Sectigo, Kudelski IoT, Rambus, and Eviden, among others, offering their share of consulting services and PQC technology integrations.

The PQC market is still only nascent, and further standards for primitives and protocols are yet to be announced. “As such, there will be significant commercial opportunities for specific integration and specialization by end markets, by application, and by use case. With an increasingly clear timeline on adoption, this market is expected to grow exponentially over the coming years,” Menting concludes.

These findings are from ABI Research’s Post-Quantum Cryptography market data report. This report is part of the company’s Quantum Safe Technologies research service, which includes research, data, and ABI Insights.

About ABI Research

ABI Research is a global technology intelligence firm uniquely positioned at the intersection of technology solution providers and end-market companies. We serve as the bridge that seamlessly connects these two segments by providing exclusive research and expert guidance to drive successful technology implementations and deliver strategies proven to attract and retain customers.

ABI Research是一家全球性的技术情报公司,拥有得天独厚的优势,充当终端市场公司和技术解决方案提供商之间的桥梁,通过提供独家研究和专业性指导,推动成功的技术实施和提供经证明可吸引和留住客户的战略,无缝连接这两大主体。

For more information about ABI Research’s services, contact us at +1.516.624.2500 in the Americas, +44.203.326.0140 in Europe, +65.6592.0290 in Asia-Pacific, or visit www.abiresearch.com.

Contact Info:

Global
Deborah Petrara
Tel: +1.516.624.2558
pr@abiresearch.com

Paranovus Entertainment Technology Limited Regains Compliance with Nasdaq Periodic Financial Reports Filing Rule

NEW YORK, April 29, 2025 /PRNewswire/ — Paranovus Entertainment Technology Limited (“PAVS” or the “Company”), (NASDAQ: PAVS) announced today that it has received a formal notification from the Nasdaq Stock Market LLC (“Nasdaq”), dated April 25, 2025, notifying that the Company has regained compliance with Nasdaq Listing Rule 5250(c)(2) (the “Rule”).

The Nasdaq staff has determined that the Company complies with the Rule based on the Form 6-K furnished by the Company on April 24, 2025, disclosing its interim financial statements for the six-month ended September 30, 2024. Accordingly, the Company has regained compliance with Nasdaq Listing Rule 5250(c)(2) and this filing delinquency matter is now closed.

About Paranovus Entertainment Technology Limited

Paranovus Entertainment Technology Ltd. focuses on the development of AI-powered entertainment products, including AI-driven games and applications, as well as TikTok-related e-commerce solutions through its subsidiary. The Company is committed to delivering immersive and engaging experiences through innovative AI and digital commerce platforms.

In March 2025, the Company completed the acquisition of the controlling equity interests of Bomie Wookoo Inc., a New York company that offers e-commerce solutions. As part of its strategic transformation, Paranovus has exited its legacy businesses, including the e-commerce, internet information, and advertising businesses in September 2023 and ceased its automobile sales business in July 2024.

For more information on our latest innovations and developments, visit https://www.pavs.ai/.

Forward-Looking Statements

This press release contains forward-looking statements as defined by the Private Securities Litigation Reform Act of 1995. Forward-looking statements include statements concerning plans, objectives, goals, strategies, future events or performance, and underlying assumptions and other statements that are other than statements of historical facts. When the Company uses words such as “may, “will, “intend,” “should,” “believe,” “expect,” “anticipate,” “project,” “estimate” or similar expressions that do not relate solely to historical matters, it is making forward-looking statements. Forward-looking statements are not guarantees of future performance and involve risks and uncertainties that may cause the actual results to differ materially from the Company’s expectations discussed in the forward-looking statements. These statements are subject to uncertainties and risks including, but not limited to, the following:  the Company’s goals and strategies; the Company’s future business development; the Company’s future acquisition opportunities; the Company’s ability to identify any acquisition opportunities that fit with our business strategies; the Company’s ability to consummate an attractive acquisition and realize the benefits of such transaction; product and service demand and acceptance; changes in technology; economic conditions; reputation and brand; the impact of competition and pricing; government regulations; fluctuations in general economic, the COVID-19 outbreak and its impact on our operations and assumptions underlying or related to any of the foregoing and other risks contained in reports filed by the Company with the U.S. Securities and Exchange Commission.  For these reasons, among others, investors are cautioned not to place undue reliance upon any forward-looking statements in this press release. Additional factors are discussed in the Company’s filings with the U.S. Securities and Exchange Commission, which are available for review at www.sec.gov. The Company undertakes no obligation to publicly revise these forward-looking statements to reflect events or circumstances that arise after the date hereof.

For more information, please contact:

Michael Chen
929.288.7418
michael@pavs.ai

Compass Mining Energizes New 30 MW Self-Owned Bitcoin Mining Facility in Iowa

Phase I of state-of-the-art facility now online; construction of remaining capacity to start in Q4

WILMINGTON, Del., April 29, 2025 /PRNewswire/ — Compass Mining (the “Company”), a leading provider of Bitcoin mining hardware, hosting, and operational solutions, today announced the successful energization of Phase I of its new self-owned, state-of-the-art Bitcoin mining facility in Iowa. The first phase, with a 8 megawatts (MW) power capacity, is now fully operational, with construction of the remaining capacity expected to start in Q4.

Located on a 5-acre greenfield site, the new Iowa facility marks a significant step in the Company’s growth strategy, increasing its self-owned infrastructure portfolio. Completely owning and operating a site allows the Company to strengthen control over its operations and offer enhanced flexibility to its customers, who now have the option to select “Iowa 4” as the deployment location for new machines purchased through Compass Mining’s platform.

“Expanding our self-owned infrastructure is a crucial step in strengthening Compass Mining’s position as a leader in Bitcoin mining hosting,” said Paul Gosker, CEO of Compass Mining. “Owning and operating our own sites gives customers greater operational control while still allowing them to choose from our network of reliable third-party facilities to best meet their individual needs and preferences.”

The Iowa facility builds on Compass Mining’s broader U.S. expansion, following the recent launch of its hydro-cooled Bitcoin mining facility in North Dakota. In 2024 alone, Compass Mining energized nearly 50 MW of new power capacity across sites in Indiana, Iowa, Ohio, Kentucky, Nebraska, and Texas, reinforcing its role as a premier provider of Bitcoin mining hosting solutions.

About Compass Mining

Compass Mining is a customer-first company that provides a platform for individuals and businesses to purchase Bitcoin mining hardware, host machines, build and manage mining facilities, and access a range of ancillary services. With a commitment to exceptional customer support and transparency, Compass Mining sets the benchmark for bitcoin mining hosting. Its mission is to make Bitcoin mining accessible to everyone. To learn more about Compass Mining or to start mining today, visit compassmining.io.

Media Contact

BlocksBridge Consulting
compass@blocksbridge.com 

Metabolon Launches Microbiome Research Solution Combining New Microbiome Panel, Metagenomics Sequencing, and Multiomics Bioinformatics Tools

The combination of metagenomics and metabolomics data, integrated within an intuitive bioinformatics platform, enables deeper microbiome insights than possible with either approach individually

MORRISVILLE, N.C., April 29, 2025 /PRNewswire/ — Metabolon, Inc., the global leader in providing metabolomics solutions advancing a wide variety of life science research, diagnostic, therapeutic development, and precision medicine applications, today announced the launch of a comprehensive new microbiome research solution that integrates metagenomics sequencing and bioinformatics tools with a new microbiome metabolite panel to create the industry’s most powerful microbiome research toolkit.

While metagenomics identifies microbial species and their genetic potential, it does not reveal their functional contributions – specifically, the metabolic activities and bioactive compounds that microbes produce that may impact the host. Metabolomics, which measures the collection of small molecules in a sample, addresses this need by offering a phenotypic snapshot of microbiome activity. Metabolites are critical mediators linking microbial functions to host physiology, immune responses, and disease progression. Metabolon’s new microbiome research solution is a user-friendly toolkit supporting novel computational approaches that rapidly address complex biomedical research and precision medicine challenges.

Metabolon’s new microbiome research solution contains:

  • High-quality metagenomic sequencing options – customers can select different sequencing methods and depths to integrate metagenomics data seamlessly with metabolomic and phenotypic data.
  • A new microbiome panel focusing on hundreds of metabolites, providing comprehensive insights into the microbiome. Customers may also combine metagenomics sequencing options and bioinformatics tools with Metabolon’s industry-leading Global Discovery Panel.
  • An easy-to-use suite of microbiome bioinformatics tools that will appeal to both expert and aspiring microbiome researchers. Tool features include:
    • Gold-standard bioinformatics pipelines for processing raw shotgun and 16S sequencing data to answer critical research questions like “How does the microbial community differ in composition across my samples and groups, and in an unsupervised approach, what microbial groups are important among my samples?”
    • Machine learning–driven integration that uncovers multiomic relationships between microbial community composition and metabolic profiles, revealing phenotype-associated biomarkers and identifying novel associations between microbes and metabolites.

“Metabolon is now a one-stop shop for high-quality metagenomics and metabolomics data, integrated and visualized within an easy-to-use bioinformatics platform,” said Dr Karl Bradshaw, Chief Business Officer at Metabolon. “This synergy enables deeper microbiome insights than possible with either approach individually.  Metabolomics is an essential companion to metagenomics and rapidly reveals the biological impact of microbiome variations.”

To learn more about Metabolon’s new microbiome research solution, please visit: https://www.metabolon.com/services/untargeted-metabolomics/microbiome-panel/

About Metabolon
Metabolon, Inc. is the global leader in metabolomics, with a mission to deliver biochemical data and insights that expand and accelerate the impact of life sciences research and complement other ‘omics’ technologies.  With 25 years of experience, 15,000+ client projects, 3,500+ scientific publication references, and ISO 9001:2015, CLIA, and CAP certifications, Metabolon has developed industry-leading scientific, technology, and bioinformatics techniques.  Metabolon’s Global Discovery Panel is powered by the world’s largest proprietary metabolomics reference library.  Metabolon’s industry-leading data and translational science expertise help customers and partners address some of the most challenging and pressing questions in the life sciences, accelerating research and enhancing development success.  The company offers scalable, customizable multiomics solutions, including metabolomics and lipidomics, that support customer needs from discovery through clinical trials and product life-cycle management.  For more information, please visit www.metabolon.com and follow us on LinkedIn and Twitter.

About Metabolomics
Metabolomics, the large-scale study of all small molecules in a biological system, is the only omics technology that provides a complete current-state functional readout of a biological system.  Metabolomics helps researchers see beyond the genetic variation of individuals, capturing the combined impact of genetic and external factors such as the effect of drugs, diet, lifestyle, and the microbiome on human health. By measuring thousands of discrete chemical signals that form biological pathways in the body, metabolomics can reveal important biomarkers, enabling a better understanding of a drug’s mechanism of action, pharmacodynamics, and safety profile, as well as individual responses to therapy.

Nanoprecise Introduces ReKurv.ai – A New Era of Conversational Asset Intelligence

EDMONTON, AB, April 29, 2025 /PRNewswire/ — Nanoprecise, the leader in Energy-Centered predictive maintenance, today announced the launch of ReKurv.ai, a powerful and one-of-its-kind Generative AI solution purpose-built to support how maintenance professionals think, troubleshoot, and act in real-world industrial environments.

ReKurv.ai is powered by Nanoprecise Sci Corp.
ReKurv.ai is powered by Nanoprecise Sci Corp.

ReKurv.ai is purpose-built conversational intelligence for the real world of asset management.

Trained on thousands of machine hours and shaped by real use cases, it’s designed for field technicians, reliability engineers, plant managers, or C-suite who need fast, contextual answers grounded in how equipment behaves and how operations actually run.

“We built ReKurv for the people who keep the world running,” said Manpreet Singh, CTO at Nanoprecise. “When a motor starts vibrating erratically during a critical production hour, they don’t need assumptions, they need fast, real-time answers from something that understands how their machines actually work.”

Designed for the Factory Floor. Powered by Real-World Data.

Accessible through a mobile-friendly web app, ReKurv.ai brings machine-specific reasoning to the fingertips of maintenance teams everywhere. Unlike traditional AI tools, ReKurv.ai understands site structures, failure histories, and operational context and evolves with every interaction.

ReKurv.ai. is built to:

  • Interpret questions with plant-floor context
  • Map conversations to equipment hierarchies, so responses reflect operational structure
  • Retain historical threads for continuity and deeper reasoning
  • Deliver responses grounded in a curated, ever-growing knowledge base, trained on thousands of real-world use cases and guided by Nanoprecise subject matter experts

From Alert to Action – Zero Guesswork

Whether it’s a sudden fault, an unexpected trend, or a question about what might happen next, ReKurv.ai helps users move past alert fatigue and into real-time decision-making.

“ReKurv is a thinking partner for maintenance teams,” said Manpreet. “It brings machine context, memory, and logic into every conversation, helping teams act faster, smarter, and with greater confidence.”

A New Standard in Industrial Intelligence

ReKurv.ai introduces the future of Guided Maintenance – combining generative AI with real-world equipment context to support the people behind industrial performance.

By empowering the human in the loop, ReKurv.ai augments the expertise of technicians, engineers, and maintenance leaders, enabling smarter decisions in less time, saving hundreds of hours in troubleshooting, and preventing thousands of dollars in avoidable downtime.

Now publicly available to use, ReKurv.ai reflects Nanoprecise’s commitment to innovation, thought leadership, and delivering accessible, real-time intelligence that works the way maintenance teams think. Watch Video.

Sign up in minutes. Start using it instantly. Bring your team in.

Catch the buzz at www.ReKurv.ai – where smart maintenance decisions begin.

About Nanoprecise

Nanoprecise is a global leader in predictive and prescriptive maintenance. Its edge-to-cloud platform combines 6-in-1 IoT sensing with AI-driven analytics to help industrial leaders reduce unplanned downtime, cut energy use, and extend asset life. With a growing portfolio of patented technologies and global deployments across oil & gas, manufacturing, mining, and heavy industry, Nanoprecise is shaping the future of Energy-Centered Maintenance.

 

Recorded Future AI Passes the Malware Turing Test

Patent Pending Malware Intelligence uses AI-driven dynamic analysis, Auto YARA, and plain English search to outpace AI-weaponized malware in real time.

BOSTON, April 29, 2025 /PRNewswire/ — The world’s largest intelligence company, Recorded Future[1], today announced Malware Intelligence, which includes breakthrough, patent-pending capabilities that enable proactive threat prevention by automating the identification of emerging malware threats, accelerating threat hunting, and streamlining incident response. By connecting malware samples to threat actor infrastructure, attack patterns, and the global threat landscape, Malware Intelligence delivers real-time insights that empower security teams to stay ahead of fast-moving threats with greater speed, context, and precision.

As attackers rapidly weaponize AI and automation to modify malware at scale, traditional defenses are falling behind—over 70 ransomware variants emerged in late 2024 alone. Malware Intelligence counters this with AI-driven detection that identifies 1.5M+ unique malware samples daily and combines Auto YARA, plain English querying, and dynamic analysis to match or surpass expert-level human analysts—making it the first system of its kind to pass the Malware Turing Test. Powered by the Recorded Future Intelligence Graph and 15+ years of adversary data, it connects malware samples to threat actors, infrastructure, and vulnerabilities, automating detection and revealing how threats fit into broader campaigns.

“Malware is evolving at an unprecedented rate, with attackers leveraging automation and AI to create new variants faster than traditional security measures can keep up. Security teams need more than just isolated detection—they need intelligence that connects malware to its broader context. Malware Intelligence provides automated detection engineering, real-time malware tracking, and rapid response capabilities, ensuring defenders can stay ahead of emerging threats with speed and precision.” – Jamie Zajac, VP of Product at Recorded Future

Key capabilities of Malware Intelligence include:

  • Real-time Threat Correlation – Correlates 1.5M+ unique malware samples daily using the Intelligence Graph to automate detection
  • AI-Generated Rule Automation (Auto YARA) – Eliminates manual rule development with AI-generated YARA rules tailored for evolving threats
  • Dynamic Analysis at Scale – Tracks and adapts to evolving malware behaviors, ensuring detection keeps pace with AI-weaponized threats and emerging TTPs.
  • Plain English Querying – Allows any analyst to hunt and investigate malware without complex syntax, democratizing advanced detection.
  • Accelerated Incident Response – Cuts threat identification time by 65% and alert triage time by 63%, enabling faster investigations and remediation.
  • Seamless Security Integration – Operates across existing security controls to automate detection and response without disrupting workflows.

“Recorded Future’s Malware Intelligence has transformed the way we hunt threats. With natural language processing, we can search in plain English, easily map TTPs, with the option for analysts to build both broad and targeted queries, and identify adversaries using similar tactics. It helps us move beyond IOCs to gain a deeper understanding of threats—strengthening our defenses and streamlining threat hunting.” — Mark Paranto, Cyber Defense Senior Threat Hunter, SAP

Malware Intelligence is now available to purchase to all current and prospective Recorded Future customers. Visit booth S-926 at RSA Conference 2025 for a demo or learn more at https://www.recordedfuture.com/rsac-2025

To dive deeper into Malware Intelligence and see it in action, join our live webinar on April 29 at 8 AM PST / 11 AM EST. Register here: [https://bit.ly/4cHPur6]

About Recorded Future
Recorded Future is the world’s largest threat intelligence company. Recorded Future’s Intelligence Cloud provides end-to-end intelligence across adversaries, infrastructure, and targets. Indexing the internet across the open web, dark web, and technical sources, Recorded Future provides real-time visibility into an expanding attack surface and threat landscape, empowering clients to act with speed and confidence to reduce risk and securely drive business forward. Headquartered in Boston with offices and employees around the world, Recorded Future works with over 1,900 businesses and government organizations across more than 80 countries to provide real-time, unbiased and actionable intelligence. Learn more at recordedfuture.com.

[1]  Recorded Future was acquired by Mastercard in 2024.

 

EP Cube Receives Prestigious 2025 iF Design Award and Gold at the 2025 MUSE Design Awards

KITCHENER, ON, April 29, 2025 /PRNewswire/ — Canadian Solar Inc. (the “Company” or “Canadian Solar”) (NASDAQ: CSIQ) today announced that its residential energy storage system, EP Cube, has won the prestigious 2025 iF Design Award and Gold at the 2025 MUSE Design Awards. 

Both the iF Design Award and MUSE Design Award highlight the innovative and outstanding design of EP Cube, which stood out among tens of thousands of submissions from over 60 countries. EP Cube is designed by Eternalplanet, a subsidiary of Canadian Solar.

EP Cube’s minimalist aesthetic blends metal finishes with rounded edges. Its ultra-slim body ensures easy installation. With quick connectors replacing conventional cables and wiring, the system allows users to stack modules directly to increase storage capacity, significantly reducing installation time.

Each EP Cube stackable battery module has a capacity of 3.33 kWh. Customers can choose from five capacity options, ranging from 6.6 kWh to 19.9 kWh. In addition, EP Cube offers three energy-efficient modes: backup mode, self-consumption mode, and time-of-use mode, catering to different energy management needs.

Susanne Pflug, Chief Commercial Officer of Canadian Solar’s Home Energy Storage Business Unit, said, “Our team is deeply honored by these recognitions for EP Cube. Since its launch, we have upheld a philosophy of meticulous craftsmanship and earned widespread acclaim across global markets.”

Further award information about EP Cube can be found on iF Design Award and MUSE Design Award official websites. 

About Canadian Solar Inc.
Canadian Solar is one of the world’s largest solar technology and renewable energy companies. Founded in 2001 and headquartered in Kitchener, Ontario, the Company is a leading manufacturer of solar photovoltaic modules; provider of solar energy and battery energy storage solutions; and developer, owner, and operator of utility-scale solar power and battery energy storage projects. Over the past 24 years, Canadian Solar has successfully delivered nearly 150 GW of premium-quality, solar photovoltaic modules to customers across the world. Through its subsidiary e-STORAGE, Canadian Solar has shipped over 10 GWh of battery energy storage solutions to global markets as of December 31, 2024, boasting a US$3.2 billion contracted backlog as of December 31, 2024. Since entering the project development business in 2010, Canadian Solar has developed, built, and connected approximately 11.5 GWp of solar power projects and 4.5 GWh of battery energy storage projects globally. Its geographically diversified project development pipeline includes 25 GWp of solar and 75 GWh of battery energy storage capacity in various stages of development. Canadian Solar is one of the most bankable companies in the solar and renewable energy industry, having been publicly listed on the NASDAQ since 2006. For additional information about the Company, follow Canadian Solar on LinkedIn or visit www.canadiansolar.com.

About Eternalplanet
Eternalplanet is a consumer-oriented independent brand of energy storage solution provider under Canadian Solar, with independent design, R&D, manufacturing and global service capabilities. In September 2022, Eternalplanet launched the first self-designed-and-developed residential energy storage system in the United States – EP Cube. EP Cube adopts industry-leading technologies to provide all-round power backup for every household, with higher safety performance and more flexible capacity expansion. More information on the company can be found at https://epcube.com.

About iF DESIGN AWARD
Since 1954, the iF DESIGN AWARD has been a globally recognized trademark when it comes to design excellence. The iF Design brand is internationally established as a symbol of outstanding design achievements. The iF DESIGN AWARD is one of the most important design prizes in the world. It honors design achievements in all disciplines: product, packaging, communication and service design, architecture and interior design as well as professional concept, user experience (UX) and user interface (UI). All award-winning entries are presented on ifdesign.com.

About MUSE DESIGN AWARD
The MUSE Design Awards is an international design competition dedicated to recognizing excellent and original design work from across the globe. With a mission to honor, celebrate, and elevate outstanding design innovators, MUSE also serves as a key stage to unveil up-and-coming stars in Architecture, Interior, Product, Landscape, Lighting, Furniture and Fashion Design worldwide.

CANADIAN SOLAR INC. INVESTOR RELATIONS CONTACT 
Wina Huang
Investor Relations Canadian Solar Inc.
investor@canadiansolar.com 

ETERNALPLANET PUBLIC RELATIONS CONTACT
Eli Hu
Public Relations
+86 137 5825 8975
eli.hu@eternal-planet.com 

HTX DeepThink: Tariff Shift and Capital Inflows — A Brief Window for Crypto Opportunity

SINGAPORE, April 29, 2025 /PRNewswire/ — HTX DeepThink is dedicated to exploring global macro trends, key economic indicators, and major developments across the crypto industry. In a world where volatility is the norm, HTX DeepThink aims to help readers “Find Order in Chaos.”

This week, Bitcoin surged to $95,000 as President Trump signaled a softer stance on tariffs, boosting market sentiment. However, uncertainty around trade negotiations persists. With critical economic data releases on the horizon, early May may offer a brief but significant liquidity window for crypto markets. In this edition of HTX DeepThink, Chloe (@ChloeTalk1) from HTX Research breaks down the shifting macro landscape and outlines key risks and opportunities for the digital asset space.

Trump’s Second 100 Days Agenda: Delivering on Promises, Catching the Next Wave

In his first 100 days, President Trump swiftly implemented several crypto‐friendly measures, including refining the stablecoin regulatory framework and cutting government spending via DOGE. Next, the White House will focus on finalizing trade agreements and advancing a Russia–Ukraine peace effort, while pushing through the “Big, Beautiful” package—featuring large tax cuts, robust border security measures, and regulatory rollbacks—and securing Senate passage of the FIT21 bill to provide a clear framework for U.S. digital‐asset regulation.

Last Week’s Market Recap: Decoupling and Key Drivers

Last week, crypto markets initially decoupled from U.S. equities, driven by a weakening dollar, increased crypto allocations from traditional firms and financial institutions, rising on‐chain stablecoin issuance, and continued net inflows into Bitcoin ETFs—pushing Bitcoin up to $88,000. Later, softened rhetoric on tariffs from President Trump and Treasury Secretary Bissenet further boosted sentiment. However, while signals of trade progress were encouraging, actual agreements remain months away, and hard‐line tariff hawks within the administration continue to exert significant influence, posing major uncertainty for the outlook.

Key Data Ahead: Short‐ and Medium‐Term Inflection Points

This week’s macro calendar is pivotal.

  • April 30 @ 12:30 UTC: U.S. Q1 GDP (expected 0.2–0.4%, down from 2.4%) and Core PCE (month-over-month: ~0.1%)
  • May 2 @ 12:30 UTC: April nonfarm payrolls (estimated 130K vs. 228K prior) and unemployment rate (steady at 4.2%)

If the data shows weakening growth but easing inflation, it will bolster mid-year rate-cut expectations and likely lift risk assets such as Bitcoin and Ethereum in tandem. Conversely, if all metrics exceed forecasts, rate-cut hopes may be delayed or rate-hike fears revived, driving Treasury yields and the dollar higher and weighing on the crypto market in the short term.

In extreme cases:

  • Negative GDP + job losses → panic sell-off, rebound on easing bets
  • Hot inflation + stalled growth → stagflation risks emerge

Fed Holds Steady: The “Self‐Preservation” Behind a Technically Valid Rate Cut

As of now, the Fed’s reserve balances stand at about $3.3 trillion, overnight reverse repos at $94 billion, and the Treasury General Account remains high—conditions that technically allow for a rate cut. Yet in FY 2024, the Fed paid $226.8 billion in interest on reserves and RRP, while earning only $158.8 billion on Treasuries and MBS, resulting in a $77.5 billion net loss. A 0.3 ppt rate cut would reduce annual portfolio income by roughly $20 billion on $6.7 trillion of assets, widening losses and slashing remittances to the U.S. Treasury. To preserve its financial sustainability and political independence, the Fed has chosen to keep rates unchanged.

Liquidity Window & Summer Risks: Timing the Optimal Entry

If this week’s data align with a slowdown, May may offer a brief liquidity window as funds rotate back into crypto. However, once the debt ceiling is raised—likely in June to July—the Treasury will refill its TGA to $50–60 billion via new bond issuance, draining equivalent liquidity from markets. Short‐term rates will rise, and risk assets will come under pressure; historically, Bitcoin and the broader market have fallen about 5%–10% in the weeks following such TGA rebuilds. Investors should therefore capitalize on the early‐May window while hedging for the summer liquidity drain.

Outlook: Stay Disciplined, Follow the Trend

Against a backdrop of intersecting policy catalysts and liquidity shifts, near‐term tactics should focus on key data releases and the May liquidity window, while longer‐term attention centers on FIT21 implementation and continued institutional adoption of BTC and other assets like Solana. The next major uptrend may well arise under these dual tailwinds—seize the opportunity.

*The above content  is not an investment advice and does not constitute any offer or solicitation to offer or recommendation of any investment product.

About HTX Research

HTX Research is the dedicated research arm of HTX Group, responsible for conducting in-depth analyses, producing comprehensive reports, and delivering expert evaluations across a broad spectrum of topics, including cryptocurrency, blockchain technology, and emerging market trends.