1. 🔬 Opportunities to Watch
2. ❇️ DeFi
a. New projects in the past day
Compound Blue --- Lending (Polygon, $66.55 million)
Yaka V3 --- Dexs (Sei, $150,000)
Pencil Finance --- RWA Lending (EDU Chain, $10.42 million)
c. Related Projects
Hyperliquid announces new fee system for novices and staking levels will go live on May 5
Gauntlet publishes a detailed explanation of Unichain incentive measures and incentive pool selection criteria and methods
Eigen Foundation releases 2025 community funding strategy, allocating 40 million EIGEN
B² Network: Users who complete airdrop registration before TGE will receive airdrop on April 30 at 8 PM
MilkyWay has opened airdrop claims
Overview of 10 emerging Launchpad platforms: from AI Agents to MEME, Solana becomes the 'launch center'
SOON launches Beta version of Simpfor.fun, creating Web3 eToro for the Solana ecosystem
JUST reaches strategic cooperation with DWF
Market news: 150 million OM tokens have been sent to the burn address
Mastercard collaborates with Nuvei, Circle, and Paxos to expand stablecoin payments
3. 🌏 Macro
Economist: The Federal Reserve will cut interest rates twice in the second half of this year
Concerns over tariffs drag down economic outlook, U.S. consumer confidence plunges to a near five-year low in April
Bitcoin spot ETF saw a total net inflow of $591 million yesterday, with continuous net inflows for 7 days
Ethereum spot ETF saw a total net inflow of $64.1159 million yesterday, with continuous net inflows for 3 days
4. 🐳 Whale Movements
a. Institutions, large investments, whale behavior
Strategy Bitcoin holdings currently have an unrealized profit exceeding $14.8 billion, average price $68,459
Suspicious TRUMP team address transferred 1.346 million TRUMP to three CEXs nine hours ago
A whale bought 14,994 ETH, sold 4,491 ETH three hours later at a loss
Previously, a whale 'flipping short to long' cleared 15,000 ETH, ultimately realizing a profit of $301,000
ETH wave trader again lends 4,000 ETH for shorting, average price $1,832
Wave trader who went long on ETH sold 4,491 ETH six hours ago, partially closing positions at a small loss
A whale deposited 13.94 million ENA into Binance five hours ago, approximately $4.66 million
b. DeFi, NFT, On-chain activities
ALPACA liquidated $1.114 million in the past hour, second only to BTC in the entire network, mainly short positions
An address follows the Letsbonk.Fun founder's wallet, making a profit of 767 SOL within 3 hours
Confirming ownership of 1.5 million UNI across chains to Unichain's Ring Protocol
c. Exchange-related capital flows
A new address withdrew 250,000 TRUMP from Binance, approximately $3.52 million
5. 📃 Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
Letsbonk.fun generates nearly $800,000 within three days of launch, BONK rises 54% in the past week
Trump Media Group plans to launch utility token for Truth Social
Fan interaction protocol YOAKE collaborates with the anime (The Seven Deadly Sins) to launch a new series of NFTs, promoting on-chain fan interaction narratives
dingaling: Token issuance platform boop will launch this week, with airdrop at the time of release
Pudgy Penguins collaborates with Walrus, migrating to decentralized storage platform
b. Exchange/Wallet
Binance Wallet will launch exclusive TGE for B² Network
1inch has expanded to Solana network
European digital bank Bunq launches cryptocurrency services, supported by Kraken's technology
Binance adjusts the funding rate ceiling for ALPACAUSDT contracts
OKX 30th PoR: Total value of BTC, ETH, USDT, USDC amounts to $23.1 billion
Binance will adjust the settlement frequency of the SIGNUSDT contract funding rate
Coinbase appoints Joe Salama as new Chief Compliance Officer
Binance: Sub-accounts do not qualify for independent Alpha point acquisition and will not participate in airdrops separately
Binance completes USDC integration with Sonic network and opens recharge
c. Public Chains/L2
Base achieves decentralized first phase of Ethereum Rollup, launching fault-proof mechanism and establishing security committee
Bitlayer announces BitVM Bridge integration with Monad testnet, unlocking new experiences for BitVM landing products
Vitalik and StarkWare-supported Kakarot launches STARK-based Ethereum ZK new solution
Tim Beiko: Ethereum developers decide to remove EOF proposal from Fusaka upgrade
Scroll co-founder: Scroll becomes the first zk-Rollup to reach Stage 1
Interpreting the logic and breakthroughs behind NEAR chain's abstraction strategy
Ethereum Foundation releases three documents: restating vision, confirming direction, disclosing management structure
BNB Chain has completed hard fork upgrade of BSC and OpBNB
d. Investment and Financing
ether.fi launches $40 million venture capital fund, with first investment projects being Resolv, Rise Chain, Symbiotic
Privacy high-performance blockchain Miden announces completion of $25 million seed round financing, led by a16z
Camp Network completes $25 million Series A financing, led by 1kx and Blockchain Capital
Crypto startup Unto Labs completes $14.4 million financing, led by Framework Ventures and Electric Capital
e. Regulation
U.S. SEC delays decision on Bitwise's spot DOGE ETF application
Circle obtains principle approval from Abu Dhabi regulators, allowing it to operate as a money service provider
UK government releases draft rules for cryptocurrencies, adding regulations for exchanges and stablecoin issuance
Nasdaq submits listing application for 21Shares Dogecoin spot ETF to SEC
U.S. SEC delays approval of Franklin's XRP spot ETF until June 17
Arizona House passes two BTC reserve bills
South Korea plans to introduce seven cryptocurrency policies, aiming to open BTC spot ETF trading within the year
Italian central bank warns that crypto assets pose risks to financial stability
Unicoin CEO accuses SEC of taking 'retaliatory' action
U.S. Department of Justice seeks 20-year prison sentence for Celsius founder Alex Mashinsky
f. Security
Loopscale has recovered approximately 19,200 WSOL
6. 🤖 AI Related
Endless releases AI white paper, building a decentralized smart creator ecosystem
REVOX launches on-chain AI digital avatar platform DEVA, token REX rises 104% in five days
8. 💡 Opinions
Analyst: Bitcoin retests early year price level, whether it can hold around the support level of $93,500 becomes key
Coinbase Asset Management President: U.S. re-evaluation of gold may prompt U.S. Treasury to buy Bitcoin early
Fidelity: Several Ethereum on-chain metrics indicate ETH is 'undervalued'
1confirmation founder: There is a negative correlation between the heat of seed round stages and the success of project products
Trader Eugene: Negative news has limited impact on BTC, market structure remains solid
Bernstein: As corporate accumulation and ETF 'supply tightening' intensifies, Bitcoin will reach new highs
Matrixport: Bitcoin momentum strengthens, expected to break through the $106,000 mark
Q2 Market Insights: In a risk-averse environment, Bitcoin regains dominance, ETF remains crucial to market structure
This is the winter for VCs, but it is the spring for KOL Agencies
IOSG Weekly Report｜Ethereum Foundation's New Era: Dual Leadership and Strategic Transformation
