1. 🔬Opportunities to watch
Zora: Airdrop claims are now open, with no deadline for claims
Tether, SoftBank Group, and Jack Mallers launch Bitcoin company Twenty-One
PayPal plans to launch the stablecoin PYUSD rewards incentive mechanism for U.S. users
2. ❇️DeFi
a. New projects in the past day
Stakingverse --- Liquid Staking (LUKSO, 1.25 million)
Universal Page --- Staking Pool (LUKSO, 1.15 million)
b. Project list
Project list: TVL > 5m & (7-day new | 24h TVL change > 10%)
c. Related projects
Riot Platforms and Coinbase Credit reach a $100 million credit agreement
Chiliz plans to return to the U.S. market, has met with the SEC to discuss regulatory issues
Synthetix: Details of the perps V4 design will be announced in the coming weeks, pushing for Q2 deployment on the mainnet
RWA stablecoin yield protocol R2 collaborates with Plume to officially launch on the Plume testnet
3. 🌏Macro
Today, the net inflow of Bitcoin ETF in the U.S. is 9,882 BTC, and the net inflow of Ethereum ETF is 8,156 ETH
Institutions: Market pricing for the Fed's interest rate cuts seems reasonable
The U.S. Treasury Department releases data on investment funds and foreign investors buying U.S. Treasuries over the past two weeks
Federal Reserve Beige Book: Economic activity is stable, but uncertainty has significantly worsened the outlook in several regions
Standard Chartered: If the risk to Fed independence continues, Bitcoin may continue to rise
The total net inflow of Bitcoin spot ETF yesterday is $936 million, continuing three days of net inflows
Canary registers SEI ETF in Delaware
The total net inflow of Ethereum spot ETF yesterday is $38.7406 million, with no outflows from nine ETFs
Bloomberg: Details on the U.S. strategic Bitcoin reserve may be announced in the coming weeks
4. 🐳Whale movements
a. Institutions, large investments, whale behavior
Galaxy Digital swaps $100 million ETH for SOL, on-chain data shows a major strategy adjustment
A FOMO trader repurchased 1,734 ETH today, worth $3.11 million
A whale liquidated 35,754 ETH, approximately $64.12 million
A giant whale again highly leverages long ETH, with the liquidation price approaching $1,586
Satoshi's Bitcoin holdings value returns to $100 billion
A giant whale again shorts 2,000 ETH through borrowing, increasing short positions to 6,000 ETH, already at a floating loss of $300,000
A whale has sold over 30,000 ETH to avoid liquidation, with a loss of about $40 million
A whale redeems $7.38 million in SOL after being dormant for 5 months, expecting a loss of $4.17 million
A whale sells 4 million FARTCOIN at an average price of $1.14
b. DeFi, NFT, on-chain activities
c. Exchange-related capital flow
A whale withdrew 12,145 ETH from Binance, worth approximately $21.78 million
Two whales transferred over 80,000 SOL to CEX just 53 minutes ago, worth approximately $12.54 million
A SOL whale deposited 39,015 SOL to Binance 40 minutes ago, selling would incur a loss of $1.127 million
5. 📃Industry
b. Exchange/wallet
Binance Alpha launches Zora (ZORA)
Coinbase International: 36 new perpetual contracts in Q1, nominal trading volume nearly $800 billion
New global monetary flow standard? Overview of Circle's cross-border payment network CPN
c. Public chain/L2
Aptos becomes the blockchain provider for the official digital wallet of the Osaka World Expo
Scroll introduces the 'Euclid' upgrade expected to enhance network throughput and security
Ethereum L2 Reddio announces token economic model: total supply of 10 billion, with 8% allocated to the community
BNB Chain upgrades MVB: Adjusted to a rolling application system, covering more Web3 entrepreneurs
Tim Beiko confirms Ethereum mainnet will execute the Pectra upgrade on May 7
d. Investment and financing
SOL Strategies and ATW Partners reach a $500 million convertible note financing agreement, planned for increasing SOL holdings
The son of the U.S. Secretary of Commerce leads the launch of a $3 billion cryptocurrency investment plan
AI digital asset trading tool BitradeX completes £12 million Series A funding, led by Bain Capital
Rehypothecation agreement Symbiotic completes $29 million Series A funding, led by Pantera Capital
Aethir announces the sixth round of supported projects for its $100 million ecological fund, focusing on the RWA sector in this round
Du Jun responds to ABCDE stopping new investments and second phase fundraising: Post-investment management will continue to invest resources and efforts
DWF Labs collaborates with Mask Network, having purchased $5 million worth of MASK tokens
e. Regulation
The new chairman of the SEC, Paul Atkins, will speak at the next cryptocurrency roundtable
The SEC confirms the spot Avalanche ETF submitted by VanEck
The SEC drops the lawsuit against the founder of Hex
The new SEC chairman: Will ensure that the U.S. becomes 'the best and safest place in the world' for crypto
About 15 cryptocurrency and fintech companies are applying for bank licenses from the U.S. Office of the Comptroller of the Currency
The U.S. Office of the Comptroller of the Currency clarifies that certain crypto-related activities are legally permitted
Coinbase CLO: Alabama withdraws enforcement action against Coinbase
The SEC charges PGI Global founder with $198 million cryptocurrency and forex fraud
The National Digital Asset Committee of El Salvador submits a proposal for cross-border regulatory sandbox cooperation to the SEC
6. 🤖AI-related
Galaxy collaborates with CoreWeave to host more AI and high-performance computing infrastructure
New focus in the AI track? A review of 8 major Web3+MCP projects
Bybit CEO: Exchange AI use cases disclosed, offering 3 major client tools, 6 internal use cases
7. 🔧Tools
8. 💡Viewpoints
Bernstein: BTC price trend performs excellently, investors' valuation has changed
Blockchain payment gateway Paydify discusses the future of crypto payments at Money20/20: Standardization, compatibility, and merchant integration are key issues
Bloomberg analyst: The spot Bitcoin ETF welcomes a 'Pac-Man' model, with BlackRock making significant contributions
Viewpoint: The surge in Bitcoin open interest shows investors' confidence in trade agreements and Powell
CryptoQuant CEO: If Bitcoin sets an ATH before Q4, the cycle theory will be completely abandoned
CryptoQuant analyst: In the past 3 days, the BTC futures market added $5.34 billion in positions, the largest increase in the past year
BitMart April 23 market report: BTC strongly breaks through $93,000, altcoins generally rise
Coinbase executive: BTC and gold have become the two main inflation hedging tools
Vitalik and Balaji's top ten predictions: Crypto, AI, and future order
Viewpoint: If Trump wants to lower interest rates, he must fire the entire Federal Reserve Board
Analysis: Most hedge funds expect BTC's dominance to continue rising, the altcoin season may be delayed
Recent reflections on DeFi
MoonPay CEO: Crypto wallets will eventually replace traditional bank accounts, and stablecoins may be launched in the future
Greeks.live: Bitcoin seems to perform relatively strong, while holding a bearish view on altcoins
QCP Capital: Market risk appetite is recovering, with funds noticeably shifting to digital assets
Viewpoint: Bitcoin's recent rise is synchronized with gold, but market caution remains
Token holders locked in for the past year have suffered heavy losses, OTC prices fell 50%, with $40 billion still needing to be unlocked at a discount
Glider: DeFi enters a simple investment era
(Forbes) Focus on LBank: Using Memecoin as a bridge to reshape global financial channels
Looking for potential Alpha: Reviewing 10 early unissued projects
New Launchpad goes live, can auto.fun extend the life of ai16z?
Benchmark: Increased institutional cryptocurrency adoption will benefit Coinbase, giving it a 'buy' rating
Glassnode: $97,000 is a key resistance level for Bitcoin
Analyst: Given that stablecoin minting indicators have not returned to active levels, caution should be taken regarding rebounds
Unveiling the big business of MEV on Solana
1confirmation founder: Vitalik agrees that the Ethereum Foundation should pay more attention to ETH investors
The truth behind 58.7 billion staked: Why is the attack cost for Ethereum far higher than Solana?
