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MARKET WRAP · April 2, 2026 · 21:15 UTC

▲ XBI (Biotech) +3.4% · XLE (Energy) -3.9% · XLU (Utilities) +2.2% ▼ ITA…

MARKET WRAP · April 2, 2026, 21:15 UTC

▲ XBI (Biotech) +3.4% · XLE (Energy) -3.9% · XLU (Utilities) +2.2% ▼ ITA (Aerospace/Defense) +0.9% · XLY (Consumer Disc) -0.5% · XLV (Healthcare) +0.6%

Closing Prices

BTC:

$66,937

· ETH:

$2,068

· SOL:

$79.17

· GOLD:

$4,673

· SPY:

$655.83

(+0.8%) · QQQ:

$584.98

(+1.4%) · VIX:

$23.87

(-2.7%) · TLT:

$86.79

(+0.1%) · DXY:

$100.01

(+0.4%) · OIL:

$112.06

(+11.9%)

Sector Close

▲ XBI (Biotech) +3.4% · XLE (Energy) -3.9% · XLU (Utilities) +2.2% ▼ ITA (Aerospace/Defense) +0.9% · XLY (Consumer Disc) -0.5% · XLV (Healthcare) +0.6%

Signals

— Crypto / Bitcoin (intensity 99) — BTC, ETH — Oil / Energy (intensity 57) — XLE, USO, OXY — Iran / Middle East (intensity 56) — Defense / Geopolitics (intensity 54) — ITA, LMT, RTX

Evening News

▲ Coinbase wins conditional OCC approval as crypto moves deeper into U.S. banking system ▼ Crypto Markets Tumble as Iran Strikes Resume, Drift Exploit Rattles Solana ▲ Cattle Extending Higher on Thursday ▼ $1B Ethereum Derivatives Sell-Off Follows Trump Remarks ▲ Odds of US forces entering Iran by april 30 rise to 63% after trump’s speech ▼ Drift Protocol's $285 Million Exploit on Solana Raises Questions Over DeFi Security

Scenario Shifts

▲ Late Cycle: Crypto volatility and risk asset pressure suggest market maturity ▼ Goldilocks: Geopolitical tensions and market volatility disrupting stable conditions ▲ Stagflation: Iran conflict risk threatens energy supplies and inflation expectations ▲ Hegemony: US military intervention odds rising, testing American global influence

Regime Check

Risk-off · Neutral

· EXPANSION · Gauge: 93/100

Upcoming — High Impact

US University of Michigan Consumer Confidence Index (Preliminary)(Apr) — Apr 10, 02:00 PM UTC (prev: 53.3) US Unseasonally Adjusted Consumer Price Index (YoY)(Mar) — Apr 10, 12:30 PM UTC (prev: 2.4%) US Core Consumer Price Index (Unseasonally Adjusted) (YoY)(Mar) — Apr 10, 12:30 PM UTC (prev: 2.5%) Consumer Price Index for Residents (YoY)(Mar) — Apr 10, 01:30 AM UTC (prev: 1.3%) US Personal income (MoM)(Feb) — Apr 9, 12:30 PM UTC (prev: 0.4%) US Personal consumption expenditure price index (MoM)(Feb) — Apr 9, 12:30 PM UTC (prev: 0.3%)

Contrarian

• Crypto selloffs may be overdone - institutional infrastructure continues strengthening despite short • Geopolitical premium in markets could reverse quickly if Iran tensions de-escalate, creating buying agentcanary.ai | Not financial advice