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MARKET WRAP · April 11, 2026 · 21:15 UTC

▲ SMH (Semiconductors) +11.4% · COPX (Copper Miners) +8.7% · XLB (Materials) +3.1% ▼ XLE…

MARKET WRAP · April 11, 2026, 21:15 UTC

▲ SMH (Semiconductors) +11.4% · COPX (Copper Miners) +8.7% · XLB (Materials) +3.1% ▼ XLE (Energy) -3.9% · XLV (Healthcare) +0.3% · XLP (Consumer Staples) +0.6%

Closing Prices

BTC:

$73,425

· ETH:

$2,303

· SOL:

$85.48

· GOLD:

$4,760

· SPY:

$679.46

(+0.5%) · QQQ:

$611.07

(+0.8%) · VIX:

$19.23

(-1.3%) · TLT:

$86.49

(-0.5%) · DXY:

$98.7

(-0.1%) · OIL:

$96.57

(-1.3%)

Sector Close

▲ SMH (Semiconductors) +11.4% · COPX (Copper Miners) +8.7% · XLB (Materials) +3.1% ▼ XLE (Energy) -3.9% · XLV (Healthcare) +0.3% · XLP (Consumer Staples) +0.6%

Signals

— Crypto / Bitcoin (intensity 71) — BTC, ETH

Evening News

▼ Should You Be Investing in Bitcoin... or a Basket of Diversified Cryptocurrencies? ▼ WLFI Token Hits All-Time Low Amid World Liberty’s DeFi Lending Controversy ▼ Bhutan Kingdom Quietly Unwinds 70% of Its Bitcoin Reserve in 18 Months ▲ Ethereum Holds $2.2K Support as Bullish Momentum Builds While Whale Accumulation Slows ▲ US CPI Jumps in March as Energy Prices Surge While Core Inflation Stays Stable ▲ Securitize Integrates With TRON to Bring Tokenized Real-World Assets to a Global Blockchai

Scenario Shifts

▲ Late Cycle: Fed holding rates steady and asset rotation patterns confirm late-cycle dynamics ▲ Recession: Software sector collapse and inflation persistence increase recession probability ▼ Goldilocks: Hot inflation data and Fed hawkish pivot crush soft landing hopes ▲ Stagflation: Rising inflation with growth concerns and commodity strength ▲ Hegemony: Iran tensions and Chagos Islands reversal show geopolitical stress ▲ Displacement: Bitcoin institutional adoption and crypto yields falling below TradFi

Regime Check

Risk-on · Neutral

· EXPANSION · Gauge: 0/100

Upcoming — High Impact

US Unseasonally Adjusted Consumer Price Index (YoY)(Mar) — Apr 24, 06:30 PM UTC (prev: 2.4%) US Retail sales (MoM)(Mar) — Apr 21, 12:30 PM UTC (prev: 0.6%) US New home sales (AAMR)(Feb) — Apr 20, 02:00 PM UTC (prev: -17.6%) EU Consumer Price Index (MoM)(Final)(Mar) — Apr 16, 09:00 AM UTC (prev: 1.2%) EU Consumer Price Index (YoY)(Final)(Mar) — Apr 16, 09:00 AM UTC (prev: 2.5%) GDP (QoQ)(Q1) — Apr 16, 02:00 AM UTC (prev: 1.2%)

Contrarian

• Bitcoin's surge on hot inflation data suggests it's becoming an inflation hedge rather than a risk a • Software stock capitulation may be overdone - AI advancement could drive rapid recovery once rate fe agentcanary.ai | Not financial advice