1. 🔬Opportunities to watch
Kamino's third quarter empty investment qualification check channel is online, set to distribute $26 million KMNO to users in May
2. ❇️DeFi
a. New projects in the past day
Accumulated Finance Lending --- Lending (Velas, 0 million)
IVX Protocol --- Options (Berachain, 800,000)
Kofi Finance --- Liquid Staking (Aptos, 11.06 million)
b. Project list
c. Related projects
Plume and DigiFT announce that Invesco-managed senior loan strategy tracking tokenized notes iSNR will be launched on Nest
Phantom launches its LST token PSOL
0x acquires competitor Flood to compete for DEX aggregation market share
The proposal to list PEPE as a supported asset on the Aave platform passed with a support rate of 76.76%
Aethir announces the launch of the Checker Nodes buyback program, set to officially start on May 22
Synthetix launches a daily buyback limit of $1 million for sUSD to restore the stablecoin's peg
Ondo Finance launches an all-weather conversion service between OUSG and PYUSD
BNSOL super staking goes live on LAYER
WLFI proposes 'to airdrop USD 1 to WLFI holders to test the on-chain airdrop function'
Movement Labs revealed to have secretly promised to provide two advisors with up to 10% of token shares
3. 🌏Macro
Federal Reserve Chairman Powell 'admits mistake': The era of long-term low interest rates has ended
Initial jobless claims in the US for the week ending May 10 totaled 229,000, in line with expectations
US April PPI annual rate at 2.4%, expected 2.5%, previous value revised from 2.70% to 3.4%
US April retail sales month-on-month exceeded expectations, US dollar index fell over 10 points in the short term
Ethereum spot ETF saw a total net inflow of $63.4699 million yesterday, with none of the nine ETFs experiencing a net outflow
Bitcoin spot ETF had a total net inflow of $320 million yesterday, with none of the twelve ETFs experiencing a net outflow
Deutsche Bank: The Federal Reserve may not lower interest rates until December
Metaplanet announces Q1 earnings report: Benefiting from its Bitcoin reserve strategy, the company recorded its best quarterly performance in history
Data: Investment bank Jefferies' cumulative trading volume in crypto assets has exceeded $150 billion
4. 🐳Whale movements
a. Institutions, large investments, whale behavior
Avenir Group holds a Bitcoin ETF worth $857 million
US-listed Addentax plans to buy 8000 Bitcoins and mainstream cryptocurrencies like TRUMP
b. DeFi, NFT, On-chain activities
c. Exchange-related fund flows
A whale/institution withdrew 3,261 BTC from CEX in the past 4 hours
An Ethereum ICO participant's address deposited 2,839 ETH into Kraken
5. 📃Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content creation
Telegram launches a content creator competition to challenge WhatsApp
MapleStory NXPC has a strong opening, will major Korean companies revive the chain gaming industry?
b. Exchanges/wallets
Binance: Binance Alpha points will adopt a rolling 15-day cycle, with each point automatically expiring 15 days after the snapshot date
Mastercard to launch a new stablecoin payment card in collaboration with MoonPay
Coinbase plans to compensate customers for data breach incident, with costs potentially reaching $180-400 million
MetaMask plans to support native SOL this month
c. Public chain/L2
Starknet upgrades to the first phase of the Rollup decentralized framework
TRC20-USDT issuance surpasses 75.7 billion, Tron surpasses Ethereum to become the largest USDT issuance network
Bitlayer announces collaboration with Sui to jointly achieve the deployment and integration of the BitVM Bridge ecosystem
Singapore court approves Sonic Labs' application to liquidate the Multichain Foundation
Sui Network collaborates with 21Shares to expand products, research reports, etc.
d. Investment and financing
US-listed company BTCS will raise $57.8 million to accumulate ETH
AI video generation platform Hedra completes $32 million Series A financing, led by a16z Infra
Crypto fintech company Antalpha's stock surged 70% on its first day of trading, triggering a circuit breaker
GSR invests in Maverix Securities to launch compliant structured products for digital assets
Coinsilium Group raises £1.25 million through common stock placement to purchase Bitcoin
Squads launches enterprise-grade stablecoin account service Altitude, receiving strategic investment from Haun Ventures
Animoca Brands strategically invests in UXLINK
e. Regulation
US Senator: The stablecoin bill has removed references to the Trump family, the Senate aims to pass it by May 26
The bipartisan amendment draft text of the GENIUS Act has been submitted to the US Senate
Lawyer: If the US Congress fails to pass the GENIUS Act in time, crypto regulatory reform will be postponed until 2029
Coinbase Canada CEO calls on the Canadian government to accelerate the formulation of a national cryptocurrency strategy
US SEC makes a decision to delay approval of 21Shares' spot Polkadot ETF application
Nebraska passes new law to increase Bitcoin mining difficulty
f. Security
PancakeSwap: Zunami was hacked, losing approximately $500,000
Loopscale: Law enforcement assists in identifying the mastermind behind the vulnerability attack, investigation has concluded
Coinbase offers a reward of 20 million dollars for information leading to the arrest of data thieves attempting to extort its exchange
6. 🤖AI-related
CoreWeave: Has signed an additional $4 billion cooperation agreement with OpenAI
Web3 AI company Openledger establishes a foundation
7. 🔧Tools
CoinMarketCap launches project launch platform CMC Launch
8. 💡Insights
JPMorgan: Bitcoin could have more upside potential than gold in the second half of 2025
Insight: Coinbase requires KYC, but customer information has turned into a hacker 'honey pot'
eToro CEO: Decided to reduce focus on cryptocurrencies after meeting with Buffett
Analysis: Capital inflow on the Solana chain turns positive, indicating preliminary market confidence recovery
Arthur Hayes: Bitcoin is expected to rise to $1 million before 2028, but there may be tactical shorting opportunities in the short term
The ICM beneath the surface: Order and disorder in decentralized financing
Bakkt leads the charge, are crypto stocks beginning to rise again?
The crypto ecosystem is about to enter the next billion-level era, are we really ready?
The weight of execution: Gigagas and the architecture design of scalable blockchains
Wall Street's big short: betting against Strategy while buying Bitcoin
10T Holdings: A large number of crypto startups are scaring off venture capital firms with valuations of 50 to 80 times
Bernstein: Ethereum's surge driven by institutional interest and Layer 2 demand
Will you really use the 'hook' of Uniswap V4?
VC says | Ethereum's huge pump? IOSG interprets the DePIN investment framework, Coinbase’s $2.9 billion acquisition of Deribit...
