1. 🔬 Opportunities to watch
2. ❇️ DeFi
a. New projects in the past day
Tholgar Rings Auto Voter --- Yield (Sonic, 2.93 million)
Citadel Vaults --- Yield (Supra, 3.25 million)
Robots.Farm --- Gaming (Base, 10,000)
Hyperbeat --- Yield Aggregator (Multi-Chain, 30.4 million)
Cyclo --- Derivatives (Flare, 490,000)
b. Project List
c. Related projects
Calastone and Fireblocks partner to launch fund tokenization platform
Haedal airdrop query page is now online
PancakeSwap: v4 version will be renamed PancakeSwap Infinity
Binance Wallet's new project MilkyWay announces token economic model: Airdrop ratio 10%, full unlock in 12 months
Jupiter announces the launch of Ultra v2 mode, enhancing trading efficiency and security
Lombard collaborates with Eigen Foundation to introduce Bitcoin re-staking into EigenLayer ecosystem
FLock.io will soon launch gmFLOCK staking mechanism, optimizing token economic model
3. 🌏 Macro
Bitcoin spot ETF had a net inflow of $3.06 billion last week, the second highest in history
Analyst: U.S. Treasury quarterly refinancing data remains stable
Ethereum spot ETF ends eight weeks of net outflows, recording a net inflow of $157 million last week
QCP: The options market indicates optimistic market sentiment, this week's macroeconomic data and corporate earnings will affect Bitcoin's trend
U.S. Treasury Secretary: The first trade agreement may be reached as early as this week or next week
JPMorgan: The stablecoin market size is expected to grow to $500 billion to $750 billion in the next few years
Reuters: Abu Dhabi sovereign wealth fund plans to launch dirham stablecoin in cooperation with multiple entities
4. 🐳 Whale Movements
a. Institutions, large investments, whale behavior
Strategy spent $1.42 billion in the past week to increase holdings of 15,355 BTC
A certain ETH whale reversed its short position to long, after a stop-loss of $50,000, bought 7,289 ETH with all funds
The 7th largest holding address of LAYER withdrew 1 million LAYER from Binance 40 minutes ago
A trader invested $120,000 in HouseCoin, earning over $1.27 million in a month
Lorenzo Protocol associated address deposited 560 BTC into Binance and OKX, if sold, would profit $11.86 million
Melania project party sold 3.19 million MELANIA through DCA strategy in the past two days, totaling about $1.57 million
A certain whale made a 10x long position on TRUMP, currently showing over $10 million in unrealized profit
The 1inch team sold part of their WBTC investment fund and bought 5.498 million 1INCH
A certain smart money bought another 488,000 Fartcoin in the past hour, bringing total holdings to 2.12 million Fartcoin
A whale holding 1.32 million SOL has transferred a total of 135,000 SOL to Binance over the past 19 days
b. DeFi, NFT, On-chain activities
New address deposited 1.33 million USDC into Hyperliquid to short TRUMP
5. 📃 Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
Pudgy Penguins CEO: Users can earn token incentives through UGC creation
Four.Meme launched 'Rush Mode', aiming to quickly realize potential gains
Catizen received strategic investment from Animoca Brands to help expand the Telegram Mini App ecosystem
LINE FRIENDS and Walrus reach cooperation on AI-driven multi-chain game on-chain storage
b. Exchanges/Wallets
OKX Pay's first version officially launched, focusing on stablecoin payments
Coinbase has fixed interface errors that falsely reported 2FA failures, which caused user security panic
CompoSecure, Baanx, and MetaMask announced that the MetaMask Metal Card will be launched in Q2 2025
OKX will collaborate with Mastercard to launch the OKX Card
Binance Wallet will open MILK token TGE on April 29
Binance Alpha adds limit order feature
Binance will launch FET/USDC and RENDER/USDC spot grid and spot DCA trading
Binance will launch JSTUSDT perpetual contracts
OKX Wallet has opened Haedal airdrop query
c. Public Chain/L2
Hyperliquid: HyperEVM mainnet has launched reading precompiled features
Ethereum Foundation Executive Director clarifies: The Pectra upgrade is unrelated to the controversial EOF, the former will be released on schedule
Ethereum researcher proposes to raise the Gas limit by 100 times to enhance mainnet scalability
Raydium LaunchLab token creation and active address numbers both hit new highs
soonBase mainnet launched on Base, connecting SVM and EVM ecosystems
d. Investment and Financing
Animoca Brands, Coinbase, and others launch Web3 accelerator in the UK, focusing on blockchain and AI projects
e. Regulation
Coinbase calls for the repeal of the SEC's rule prohibiting employees from holding cryptocurrencies
Crypto industry leaders wrote to the Trump administration, calling for the cessation of lawsuits against software developers
The U.S. Congress accelerates the advancement of cryptocurrency legislation, aiming to complete it before August
f. Security
ZachXBT: A certain address suspected of being hacked for 3,520 BTC, funds converted to Monero caused XMR to rise over 50%
MistTrack: The address suspected of stolen Bitcoin has transferred funds to multiple platforms
QuantMaster project suffered theft of hundreds of thousands of U, preliminary investigation confirms human-implanted malicious code
Community Reminder: Be cautious when exporting Google Authenticator local passwords, mistakes will clear all local authenticators
Loopscale: The attacker claims to be willing to return the stolen funds; the platform will delay the release of the complete review
Grafana responds to previous hacking incident: No code modification or customer data leakage found
6. 🤖 AI-related
AI agency market platform Access Intelligence successfully presented its product MVP at the Solana CrossRoad conference
Eight major projects collectively bet on MCP, will AI Agent welcome a second wave of speculation?
Some thoughts on the landing scenarios of Web3 AI Agent
8. 💡 Insights
What is the essence of B2B payments with stablecoins?
Analyst: Bitcoin's correlation with gold is as high as 0.7, compared to U.S. tech stocks, Bitcoin's performance is closer to gold
WLFI founder meets with CZ in Abu Dhabi to discuss global expansion of cryptocurrency
NYDIG: Bitcoin has risen over 10% since Trump's 'liberation day', demonstrating non-sovereign value storage attributes
Bitfinex: Bitcoin has reached a key support level, determining whether it can continue to hit new highs in the coming weeks
Analyst: Bitcoin may reach an all-time high due to corporate accumulation and ETF fund inflows
Lawyer John Deaton interprets Ripple's targeting of tokenization services to expand custody infrastructure
Standard Chartered: Now is a good time to buy Bitcoin, expected to rise to $120,000 in Q2
