1. 🔬 Opportunities to watch

2. ❇️ DeFi

a. New projects in the past day.

  • Solido Cash --- CDP (Supra, 20,000)

  • Lista Lending --- Lending (Binance, 23,026 million)

  • Interest Curve --- Dexs (Movement, 0 million)

b. Project list

c. Related projects

  • Solayer launches native on-chain jade debit card, supporting global consumption and enjoying 4% U.S. Treasury yield.

  • Raydium launches token issuance platform LaunchLab.

  • The RWA stablecoin yield protocol R2 has officially become a liquidity provider for Ondo Finance.

  • Liquidity infrastructure Orderly launches OmniVault.

  • Superform announces the establishment of a foundation and will launch the token UP this year.

3. 🌏 Macro

  • Ministry of Foreign Affairs responds to the U.S. imposing a 245% tariff on China: China does not wish to fight, but is also not afraid to fight.

  • Federal Reserve Powell: The Fed will not be influenced by political pressure.

  • Federal Reserve Powell: It is expected that there will be deviations from the established goals for the remainder of this year, but perhaps next year the goals can be re-achieved.

  • Federal Reserve Powell: Despite increasing uncertainties, the U.S. economy remains 'robust'.

  • Federal Reserve Powell: The labor market is solid, overall balanced, and currently does not exert pressure on inflation.

  • Federal Reserve Powell: If there is a shortage of dollars, the Fed is prepared to provide dollars to global central banks.

  • Federal Reserve overnight reverse repurchase usage hits a new low since 2021.

  • Federal Reserve Powell: The market is digesting the current drop in the stock market and U.S. Treasury yields.

  • Federal Reserve Powell: The Fed's two goals have not yet come into conflict, but the current trend is that the unemployment rate and inflation levels will rise.

  • Powell: Don't expect the Fed to intervene to save the market; Trump changes daily.

  • Bank of America: Investors' risk appetite has dropped to a near two-year low.

  • U.S. March retail sales month-on-month recorded 1.4%, the largest increase since January 2023.

  • Bitcoin spot ETF saw a total net inflow of $76.4151 million yesterday, with BlackRock's Bitcoin ETF IBIT leading with a net inflow of $38.2155 million.

  • Ethereum spot ETF saw a total net outflow of $14.1821 million yesterday, continuing six days of net outflows.

4. 🐳 Whale movements

a. Institutions, large investments, whale behavior

  • CryptoQuant: This week, whale holdings have decreased by approximately 30,000 BTC.

  • Whales that averaged $1,819 per ETH two years ago sold 5,596 ETH in the past hour.

b. DeFi, NFT, On-chain activities

c. Exchange-related fund flows

  • A newly created wallet withdrew 818,474 UNI from Cumberland.

  • Galaxy Digital has transferred a total of 37,500 ETH to Binance in the past four days, worth over $60 million.

  • Multiple institutions transferred over 24,000 ETH to exchanges within 24 hours.

5. 📃 Industry

a. NFT & GameFi & SocialFi & DID & DAO & Content creation

  • Social protocol Towns Protocol confirms it will issue coins this quarter, with an initial airdrop of 10%.

  • AI farm management game Love Terminal officially launched on Kaia Chain and listed on Dapp Portal.

  • Humanity Protocol founder: TGE is coming soon, and token H is on the way.

b. Exchanges/wallets

  • OKX announces entry into the U.S. market and will establish a regional headquarters in California.

  • Bitget will launch the Launchpool project GOMBLE (GM), locking BGB to earn 15 million GM.

c. Public chain/L2

  • BNB has completed its 31st quarterly token burn, totaling approximately $916 million.

  • Hyperlane Foundation: The pre-application for HYPER has ended, and applications are expected to open next week.

  • Soneium Sony Chain and EigenLayer, AltLayer collaborate to build a fast confirmation layer for Soneium.

d. Investment and financing

  • Bitcoin mining manufacturer Auratine completes $153 million Series C financing, led by StepStone Group.

  • Securitize acquires MG Stover's fund management business, becoming the largest digital asset fund management platform.

  • Hana Network completes $6 million financing, with mainnet phases two and three set to officially launch in the coming months.

  • Crypto investment service company Glider completes $4 million financing, led by a16z.

  • Resolv Labs completes $10 million seed round financing, led by Cyber.Fund and Maven11.

  • DeFi protocol Neutrl completes $5 million seed round financing, led by STIX and others.

e. Regulation

  • SEC completes two-year review of Coinbase, no need for modifications or restatements.

  • The joint motion to stay the appeal filed by the SEC and Ripple has been approved.

  • Federal Reserve Powell: Working with Congress to establish a compliance framework for stablecoins.

  • Federal Reserve Powell: It is expected that there will be 'partial easing' of cryptocurrency-related bank regulations.

  • Korean presidential candidate: Plans to follow the U.S. government's significant easing of regulations on blockchain and virtual assets.

f. Security

  • 110 million ZK tokens were stolen and discovered two days later; ZKsync prematurely falls into Endgame.

  • A Ponzi scheme involving CBEX has emerged in Nigeria, with amounts involved potentially reaching tens of millions of dollars.

  • ZKsync founder responds to security incident: No code or key leaks, will release a full investigation result.

  • U.S. Secret Service launches 'Avalanche Operation' to combat Ethereum network phishing scams.

6. 🤖 AI-related

  • Market news: OpenAI is in talks to acquire Windsurf for approximately $3 billion.

7. 🔧 Tools

  • GMGN launches Meme real-time tweet preview and real-time pool monitoring functions.

8. 💡 Opinions

  • Interpretation of Bitcoin's latest soft fork: What opportunities will Thunderbolt bring?

  • Jefferies: The era of a strong dollar has peaked, and the dollar may further weaken.

  • Oppenheimer: Coinbase's revenue and trading outlook are impacted by tariff tensions.

  • CoinGecko report reveals LBank's core competitiveness: Industry-leading listing speed.

  • Coinbase: Bitcoin may see a rebound in Q3, and its ability to withstand macro market headwinds is strengthening.

  • Analyst: Bitcoin's current 'surrender zone' is $65,000.

  • Coinbase Research: Multiple indicators show the market may enter a new round of 'crypto winter'.

  • VanEck: It is expected that Bitcoin's share in global trade settlement will rise to 10% against the backdrop of de-dollarization.

  • A new consensus paradigm in blockchain: The evolution from Hyperliquid to Sonic.

  • Interview with Bitwise Alpha's strategy director: Bitcoin will reach $200,000 by the end of the year.

  • Analysis states that BTC bullish sentiment is warming up, with Binance buy-sell ratio rising to neutral territory.

  • Oracle detailed series on Chainlink (Part 2).

  • Intent value chain: Reshaping a new paradigm of on-chain interaction.

  • The crypto industry is maturing, but VCs are still stuck in the past?

  • QCP: Bitcoin is not favored as a safe haven, participants remain defensive until a clearer situation emerges.

  • Analyst: The volatility of the crypto market may continue until the macroeconomic situation eases, and in the long run, the short-term pullback of BTC is a positive sign.

  • Santiment: The crypto market has rebounded moderately, and traders are optimistic about BTC returning to $90,000.

  • Analysis: Bitcoin is expected to experience a rebound similar to that of 2023.

  • Matrixport: Bitcoin ETF fund inflows are concentrated in top institutions, reflecting that institutional demand is stronger than widespread retail participation.