Crypto News
Today (05/08/2026)
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Data: Bitcoin market volatility returns, options volatility repairs in tandem with market sentiment
ChainCatcher news, Glassnode analysis pointed out that Bitcoin broke through key resistance and rose to $82,000-83,000, ending a narrow range for several weeks, and market volatility returned.
Options data shows that short-term 1-week implied volatility rebounded by about 6 points, long-term volatility is moderate, and short-term trading demand is recovering rapidly. In terms of sentiment and positioning, the 25 delta tilt converges towards neutrality, and the demand for downside hedging weakens; Short-term bearish, long-term turning bullish, upside expectations repricing. In terms of structure, the implied volatility exceeded the realized volatility, and the VRP turned positive; There is a concentration area of about $2 billion in "short gamma" near $82,000, which may amplify fluctuations. In the past 24 hours, call options have sold 81%, and the market tends to fluctuate and consolidate.
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WHO: Response to the hantavirus outbreak has been launched
World Health Organization spokesman Christian Lindmeier said on the 8th that the hantavirus epidemic has been launched in accordance with the International Health Regulations, and WHO is working closely with relevant departments in Cape Verde, Spain, the Netherlands, South Africa, the United Kingdom and Argentina, as well as the European Center for Disease Control and Prevention. Lindemeier said contact tracing of potentially infected people continues. "We're tracking everyone, we're looking at the seating charts of planes and ships, and maybe even tracking someone's whereabouts further to see where they've been or who might have been in close contact with someone." (CCTV)
The "Will there be a hantavirus pandemic in 2026" prediction event on Predict.fun currently has a probability of 11%. The settlement standard of the event is the official notification of the World Health Organization, if the World Health Organization clearly characterizes hantavirus, hantavirus pulmonary syndrome (HPS), renal syndrome hemorrhagic fever (HFRS) or hantavirus-related outbreaks as "pandemics" in its official public statement before 11:59 p.m. EST on December 31, 2026, the market will judge as "yes", otherwise the market will judge as "no".
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The Aptos Foundation has partnered with Japan's NETSTARS to explore multi-chain payment solutions
Odaily Planet Daily News The Aptos Foundation signed a memorandum of understanding with NETSTARS, a Japanese QR code payment service provider, to jointly explore multi-chain payment solutions. The two parties plan to integrate Aptos' high-performance public chain into NETSTARS' existing cashless payment system, introducing stablecoin payments to their merchant network, focusing on instant settlement, low-cost, and compliant embedded transaction experiences.
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Analysis: The Fed will not reconsider its statement that it is not ready to tighten interest rates
Sam Stovall, chief investment strategist at CFRA Research, said that I think this employment report is positive because it confirms that the labor market is still stable, which can bring some confidence to consumers and enable them to maintain resilient consumption patterns.
At the same time, the unemployment rate of 4.3% will not force the Fed to reconsider its statement that it is "not ready to tighten interest rates." Therefore, this is a good data to confirm that the economy as a whole and consumers are still healthy. The longer oil prices remain high, the greater the risk of damaging consumer confidence and spending. At the moment, it does not appear to have a negative impact on economic growth or consumer confidence, but the longer this situation continues, the greater the risk. (Jin Shi)
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Opinion: Stablecoin regulation is clear, but infrastructure and privacy remain major obstacles
At the Consensus Miami 2026 conference, executives from MoonPay, Ripple, and Paxos said that regulatory clarity is driving stablecoins to accelerate institutional adoption, but infrastructure, privacy protection, and real-world scenario implementation are still core challenges facing the industry.
According to Richard Harrison, vice president of banking and payments partnerships at MoonPay, the GENIUS Act provides "license" for businesses to enter the stablecoin space, making it easier for traditional financial institutions to participate in the stablecoin market. He pointed out that stablecoins can significantly improve the efficiency of cross-border payments, but the current proportion of global remittances is still low, and it is expected to rise to about 10% in the next five years.
Jack McDonald, senior vice president of stablecoins at Ripple, said that institutional clients are more concerned about regulatory compliance, custody security and trusted counterparties rather than simply the market capitalization of stablecoins. He said that Ripple pays more attention to the practical utility of stablecoins in scenarios such as payments, corporate capital flows, and capital market collateral.
Brent Perrault, senior software engineer at Paxos, pointed out that on-chain privacy issues have not been effectively addressed, and disclosing the blockchain will expose transaction amounts and fund flows. He believes that the key to future stablecoin competition will be trust, distribution capacity and user incentives.
Harrison also compared stablecoins to electric vehicles, saying that "the product itself is already viable, but true mass adoption still relies on supporting infrastructure," including real-world consumption scenarios such as how to use stablecoins to pay rent or buy coffee. (CoinDesk)
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Economist: The US industrial sector is experiencing a strong recovery
ChainCatcher news, according to Golden Ten, economist Anna Wong said that hiring performance in April was unexpectedly strong, but the unemployment rate rose, a combination that means that the rate of job growth required to maintain a stable unemployment rate may be higher than the near-zero growth level previously estimated by the Federal Reserve. In the April jobs report, the freight industry contributed more than half of the new jobs for the month, confirming the recent PMI and regional Fed manufacturing surveys to signal improvement. Wong expects the Fed to remain on track until the fourth quarter, when a 50 basis point cut is expected as unemployment climbs.
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The job market is solid, and the Fed needs to be patient
According to ChainCatcher news, according to Jinshi, Alex Shahidi, co-chief investment officer of Evoke Advisors, said that the April employment report was better than expected, and the current hiring level shows that the unemployment rate is stable at 4.3%. This indicates that the labor market is cooling but the fundamentals remain solid. Shahidi believes that the Fed may need to continue to be patient rather than change its policy direction, especially if inflation remains above target.
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Hassett: There is no sign that inflation is out of control and the Fed does not need to raise interest rates
ChainCatcher news, according to Jin Shi, White House National Economic Council Director Hassett said that there is no sign that inflation is out of control, so the Fed does not need to raise interest rates.
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Fed funds futures pricing shows that the Fed will keep interest rates unchanged for the rest of the year
According to CME's "Fed Watch" data, federal funds futures still show that investors expect the Fed to keep interest rates unchanged for a considerable period of time until next year. After the better-than-expected jobs report, market expectations for the probability of interest rates remaining unchanged until December fell slightly to 71.8% from 73.1% shortly before the data was released. Expectations for interest rate hikes or cuts have risen slightly. (Jin Shi)
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Institutions: The US non-farm payroll report was stronger than expected, and the market reacted moderately
ChainCatcher news, according to Golden Ten, Florian Ielpo of Lombard Odier Investment Managers in Switzerland believes that this is a fairly "perfect" employment report. The data was stronger than expected, but not so strong that it overheated, and it did not directly reflect inflationary pressures. The market has reacted relatively modestly, and in the medium term, the report is quite positive for risk assets, especially against the backdrop of investors still being wary of potential inflation risks.
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"Fed mouthpiece": Nonfarm payrolls means the Fed's focus will shift from employment to inflation
Odaily Planet Daily News "Fed mouthpiece" Nick Timiraos said that a major question facing the Fed four months ago was: whether it needs to continue to cut interest rates to support the seemingly shaky labor market. Today, this problem no longer exists. The labor market has stabilized, and inflation is shifting from a previous decline to a resurgence due to tariffs and the Iranian war.
The April nonfarm payrolls report highlights this change in outlook and means that the focus will clearly turn to inflation data when judging the Fed's next policy direction, which is now firmly on hold.
Solid hiring activity, unemployment unchanged, and revenue growth remained strong in April were not enough to justify rate cuts. As the labor market gives the Fed room to continue waiting, the next step in policy discussions will be when and how to shift to "neutral" — i.e., the likelihood of rate hikes becoming roughly equal to rate cuts, while the answer may depend almost entirely on future inflation data. (Jin Shi)
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BlackRock: Non-farm payrolls for the Fed means maintaining the status quo, and the macro narrative has been dominated by AI themes
Odaily Planet Daily News BlackRock portfolio manager Jeffrey Rosenberg said there is a "trade-off" between strong non-farm payrolls and weak hourly wage growth. From a broader perspective, this report does not actually release any major signals of change, and it is still "maintaining the status quo" for the Fed.
From a broader perspective, the current macroeconomic data has been "dominated by AI themes". "When we look at GDP data and spending, the drivers are no longer primarily consumption, but more capital expenditure. When looking at the financial market, what really matters is more about the impact of AI. (Jin Shi)
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The US military attacked several tankers trying to break through the blockade
Odaily Planet Daily News The U.S. military conducted more airstrikes today, hitting several empty tankers trying to break through the blockade. According to a senior U.S. official, these are very large crude oil carriers (VLCCs), huge empty ships trying to return to Iran in an attempt to break through the blockade. (Jin Shi)
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After the non-farm payroll announcement, the Fed's recent interest rate decision expectations have not changed much
According to CME's "Fed Watch": the probability that the Fed will keep interest rates unchanged until June is 94.9% (96.9% before the announcement), and the probability of a cumulative rate cut of 25 basis points is 5.1% (3.1% before the announcement). The probability that the Fed will keep interest rates unchanged by July is 88.8% (90.7% before the announcement), the probability of a cumulative rate cut of 25 basis points is 10.8% (compared to 9.1% before the announcement), and the probability of a cumulative rate cut of 50 basis points is 0.4% (0.2% before the announcement).
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Non-farm payroll data did not put pressure on interest rate cuts, and U.S. Treasury yields fell instead of rising
Odaily Planet Daily News Despite higher-than-expected U.S. non-farm payrolls growth and Trump's re-escalation of tensions with Iran as a "trivial matter," U.S. Treasury yields still fell. The unemployment rate remained flat at 4.3%, putting no pressure on the Fed to cut interest rates. However, wage growth came in a lower-than-expected direction in the opposite direction of employment data, bringing potential relief to inflation. Continued after the data is released. The 10-year Treasury yield was 4.374%, down from 4.393% yesterday; The 2-year Treasury yield fell from 3.918% to 3.899%. (Jin Shi)
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Analysis: Nonfarm payrolls support the current market positioning and reduce the urgency of further policy tightening by the Federal Reserve
Odaily Planet Daily News Capital.com Senior Market Analyst Daniela Hathorn said that the latest U.S. employment report adds an interesting layer to the current market background. On the surface, the nonfarm payrolls data is stronger than expected, but the details are more complex. "From a market perspective, this combination supports the current market positioning. It reduced the urgency for the Fed to tighten policy further, but the data was not weak enough to raise recession fears.
Against the backdrop of high oil prices and rising geopolitical risks, this is a relatively 'Goldilocks' result. "However, this further reinforces the judgment that the market's current pricing already reflects an optimal scenario of resilient growth, controlled inflation and manageable geopolitical impacts. (Jin Shi)
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Analysis: If the US labor force participation rate remains at 2024 levels, the unemployment rate may reach 5.3%
Odaily Planet Daily News Financial website investinglive commented on the US non-farm payroll report: The US employment participation rate continued to decline in April, falling to 61.8%. If this data remains at 2024 levels, the unemployment rate in the United States will be 5.3% instead of 4.3%.
Market analyst Ye Xie said the labor market has recently stabilized since the end of last year, entering a state of "low layoffs and low hiring". Today's jobs report does not change that judgment.
Jordan Rochester, head of EMEA fixed income, foreign exchange and commodity strategy at Mizuho Bank, wrote that overall employment was better than expected, but wage growth was weaker, while the trend of slowing job growth over the past three months has not changed. The unemployment rate has once again remained unchanged, making it difficult to see a significant enough slowdown in the labor market to support the logic of rate cuts this year. Aside from excluding the more dovish scenario previously highlighted by some analysts, this data is not enough to drive significant market volatility in any direction. (Jin Shi)
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Strong non-farm payroll data has weakened expectations of a Fed rate cut
ChainCatcher news, according to Jinshi, interest rate strategist Ira Jersey's latest comment said that stronger-than-expected non-farm payrolls highlight that the United States is still far from a recession, so it is difficult to see the Fed choose to cut interest rates in this situation. Considering that interest rate markets have largely ruled out rate cuts, US Treasury yields are not expected to fluctuate much.


