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 partners with Fireblocks to launch a fund tokenization platform

  • Haedal airdrop query page is now live

  • PancakeSwap: v4 version will be renamed PancakeSwap Infinity

  • Binance wallet's new project MilkyWay announces token economic model: Airdrop ratio 10%, requires 12 months for full unlock

  • Jupiter announces the launch of Ultra v2 mode, enhancing trading efficiency and security

  • Lombard collaborates with Eigen Foundation to introduce Bitcoin re-staking into the EigenLayer ecosystem

  • FLock.io is about to launch gmFLOCK staking mechanism to optimize the token economic model

3. 🌏Macro

  • Bitcoin spot ETF saw a net inflow of $3.06 billion last week, the second highest in history

  • Analysts: U.S. Treasury quarterly refinancing data remains stable

  • Ethereum spot ETF ends eight weeks of net outflow, last week recorded a net inflow of $157 million

  • QCP: The options market shows optimistic sentiment, this week's macroeconomic data and corporate earnings will influence Bitcoin trends

  • U.S. Treasury Secretary: The first trade agreement may be reached as early as this week or next

  • JPMorgan: The stablecoin market size is expected to grow to $500 billion to $750 billion in the coming years

  • Reuters: Abu Dhabi Sovereign Wealth Fund plans to collaborate with multiple entities to launch a Dirham stablecoin

4. 🐳Whale Movements

a. Institutions, Large Investments, Whale Behavior

  • Strategy spent $1.42 billion in the last week to increase holdings of 15,355 BTC

  • An ETH whale flipped from short to long, buying 7,289 ETH after a $50,000 stop-loss

  • The 7th largest LAYER holding address withdrew 1 million LAYER from Binance 40 minutes ago

  • A trader invested $120,000 in HouseCoin, making over $1.27 million in profit in one month

  • Lorenzo Protocol associated address deposited 560 BTC into Binance and OKX; selling would yield a profit of $11.86 million

  • Melania project team sold 3.19 million MELANIA over the past two days using a DCA strategy, totaling about $1.57 million

  • A whale made a 10x long bet on TRUMP and has already made over $10 million in profit

  • 1inch team investment fund sold part of WBTC and then bought 5.498 million 1INCH

  • Smart money bought 488,000 Fartcoin again in the past hour, bringing total holdings to 2.12 million Fartcoin

  • A whale holding 1.32 million SOL has transferred 135,000 SOL to Binance in the last 19 days

b. DeFi, NFT, On-chain Activities

  • New address deposits 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 launches 'Rush Mode', aiming to quickly realize potential profits

  • Catizen receives strategic investment from Animoca Brands to help expand the Telegram Mini App ecosystem

  • LINE FRIENDS collaborates with Walrus 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 had caused user security panic

  • CompoSecure, Baanx, and MetaMask announce the launch of the MetaMask Metal Card 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 functionality

  • Binance will launch FET/USDC and RENDER/USDC spot grid and spot DCA trading

  • Binance will launch JSTUSDT perpetual contracts

  • OKX Wallet is now open for Haedal airdrop queries

c. Public Chain/L2

  • Hyperliquid: HyperEVM mainnet has launched the read precompiled feature

  • Ethereum Foundation Executive Director clarifies: Pectra upgrade is unrelated to the controversial EOF, the former will be released on schedule

  • Ethereum researcher proposes increasing Gas limit by 100 times to enhance mainnet scalability

  • Raydium LaunchLab token creation and active address count both hit record highs

  • soonBase mainnet goes live on Base, connecting SVM and EVM ecosystems

d. Investment and Financing

  • Animoca Brands, Coinbase, etc., launch Web3 accelerator in the UK, focusing on blockchain and AI projects

e. Regulation

  • Coinbase calls for the cancellation of the SEC rule prohibiting employees from holding cryptocurrencies

  • Leaders in the crypto industry send a letter to the Trump administration, urging to stop suing software developers

  • U.S. Congress accelerates crypto legislation with a goal to complete by August

f. Security

  • ZachXBT: An address suspected of being hacked has transferred 3,520 BTC, and funds converted to Monero have triggered a 50% rise in XMR

  • MistTrack: Addresses suspected of hacked Bitcoin have moved funds to multiple platforms

  • QuantMaster project hit by theft of hundreds of thousands of U, preliminary investigations confirm malicious code implanted by humans

  • Community Reminder: Be cautious when exporting Google Authenticator local passwords, misoperations will clear all local authenticators

  • Loopscale: Attackers express willingness to return stolen funds, the platform will delay the release of a complete review

  • Grafana responds to previous hacking incident: No code modification or customer data leakage detected

6. 🤖AI Related

  • AI agent market platform Access Intelligence successfully presented its product MVP version at the Solana CrossRoad conference

  • Eight major projects collectively bet on MCP; will AI Agent usher in a second wave of hype?

  • Some thoughts on the landing scenarios for Web3 AI Agents

8. 💡Opinions

  • What is the essence of stablecoin B2B payments?

  • Analysts say Bitcoin's correlation with gold is as high as 0.7, and compared to U.S. tech stocks, Bitcoin's performance is closer to gold

  • WLFI founder meets CZ in Abu Dhabi to discuss global expansion of cryptocurrencies

  • NYDIG: Since Trump's 'Liberation Day', Bitcoin has risen over 10%, demonstrating non-sovereign value storage properties

  • Bitfinex: Bitcoin stands on a key support level, the next few weeks will determine if it can continue to hit new highs

  • Analysts predict Bitcoin may hit an all-time high due to corporate accumulation and ETF fund inflows

  • Lawyer John Deaton interprets Ripple's focus on tokenization services, expanding custody infrastructure

  • Standard Chartered Bank: Now is a good time to buy Bitcoin, expecting it to rise to $120,000 in Q2