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2026-04-09 20:01:45 UTC

CITADELWIRE on Nostr: 2026-04-09 20:00 UTC | BLOCK 944381 BITCOIN $72,119 | GOLD $4,745 1. Israel excludes ...

2026-04-09 20:00 UTC | BLOCK 944381

BITCOIN $72,119 | GOLD $4,745

1. Israel excludes Lebanon from ceasefire terms
-- Axios: separate Hezbollah talks to proceed independently; IDF operations continue on war's bloodiest front.
-- Fractures verbal-only truce architecture with no written document; permanent deal priced at just 35% on Polymarket at BTC $72,119.

2. US banks report war-era profits amid credit crisis
-- Reuters: large banks set to post higher quarterly earnings on elevated interest income and deal fees.
-- Fifteen-firm default chain Goldman-to-Blue Owl persists alongside bank windfalls; war enriched lenders while destabilizing borrowers at oil $101.28.

3. War contagion enters US short-term credit markets
-- Reuters: Middle East conflict now rippling into domestic funding channels beyond private credit.
-- Compounds fractured repo market ($26B emergency draws) and failed March Treasury auction series; zero 2026 rate cuts confirmed by Fed hike minutes.

4. Hormuz under Iranian inspection despite ceasefire
-- All transiting ships diverting to Larak Island for screening; only two tankers passed Wednesday versus 150 normal.
-- Oil reclaimed $101 erasing $22 ceasefire crash; Trump endorsed Iran as Hormuz "toll booth keeper," rewriting post-war maritime order.