2026-05-02 20:00 UTC | BLOCK 947614 BITCOIN $78,486 | GOLD $4,599 | OIL $108.17 1. Iran Strait offer falls short of U.S. nuclear-talk demands -- Reuters reported that Iran proposed reopening the Strait of Hormuz before nuclear talks, while Trump said he remained dissatisfied but preferred a non-military path. -- Oil and shipping desks still face headline risk until a verified corridor opens, and failed diplomacy would leave energy prices exposed to another military premium. 2. EU presses Meta on digital ID and age checks under DSA threat -- Reclaim The Net reported that EU regulators are pushing Meta toward digital ID and age-verification measures under the Digital Services Act, with fines of up to 6% of revenue possible. -- Platform compliance would normalize identity checks for ordinary social-media access, expanding privacy and civil-liberties exposure beyond the original child-safety rationale. 3. OPEC+ lines up another output hike despite Hormuz closure -- Reuters reported that OPEC+ is set to approve another oil-output quota increase for June even as the Strait of Hormuz remains disrupted. -- Extra barrels may cap crude spikes only if shipping routes hold, leaving energy markets split between producer supply policy and chokepoint security. 4. Credit skeptics brace for April rally to reverse -- Bloomberg reported that investors including Aegon Asset Management and Barclays are preparing for April's credit-market rally to fade. -- Wider spreads would tighten financing conditions for weaker borrowers and test whether risk assets can absorb higher energy costs and slower growth.