ev

As market sentiment warms and liquidity returns, AI technology is accelerating its leap from a mere "analytical tool" to a core "trading hub," deeply reconstructing the underlying logic of the financial market's game.At 8 PM on April 28, a cutting-edge roundtable discussion focusing on "AI Trading" will be held in Space. At that time, several industry experts will engage in in-depth discussions from the perspectives of AI infrastructure evolution, trading structure reshaping, and financial paradigm shifts, jointly analyzing whether AI's deep integration into the trading process is becoming the true starting point driving a new cycle of evolution in Web3, guiding participants to accurately capture real Alpha opportunities with long-term value in a market landscape full of uncertainties.Users are encouraged to follow the official accounts @sunpumpmeme and @Agent_SunGenX, retweet the post, and @ three friends. The official account will randomly select 5 lucky users from the participants to receive a reward of 10 USDT each.

According to SoSoValue data, as of 8 AM Eastern Time on April 27, 2026, the total net purchase of Bitcoin by global listed companies (excluding mining companies) for the week was $260 million, a decrease of 89.8% compared to last week.Strategy (formerly MicroStrategy) announced an investment of $255 million (a decrease of 90% compared to last week) to purchase 3,273 Bitcoins at a price of $77,906, bringing the total holdings to 818,334 Bitcoins.The Japanese listed company Metaplanet did not purchase any Bitcoin last week.In addition, three other companies purchased Bitcoin last week. The Japanese fashion brand ANAP invested $770,000 on April 21 to increase its holdings by 9.1785 Bitcoins at a price of $84,239.7, bringing the total holdings to 1,431.9716 Bitcoins; the UK Bitcoin company The Smarter Web Company announced an investment of $3.39 million on April 24 to purchase 44 Bitcoins at a price of $77,071, bringing the total holdings to 2,750 Bitcoins; the French Bitcoin company announced an investment of $460,000 on April 27 to purchase 6 Bitcoins at a price of $77,151, bringing the total holdings to 2,943 Bitcoins.Metaplanet has issued zero-interest bonds worth 8 billion yen (approximately $50 million) for the purpose of purchasing Bitcoin.As of the time of writing, the total amount of Bitcoin held by the global listed companies (excluding mining companies) in the statistics is 1,084,909 Bitcoins, an increase of 0.3% compared to last week, with a current market value of approximately $8.434 billion, accounting for 5.4% of the circulating market value of Bitcoin.

According to Jinshi reports, Goldman Sachs analysts pointed out that investors' risk appetite has rebounded to pre-Iran war levels. With bets that the worst-case scenario of a U.S.-Iran war will not occur, stock market volatility has significantly decreased. Retail investors in the U.S. have re-entered the stock market, and automated trading has also driven the stock market up. In the four weeks ending last Wednesday, investors withdrew nearly $125 billion from safe-haven money market funds, marking one of the largest outflows on record.

According to monitoring by Hyperinsight, in the past hour, 0xbac opened a 40x leveraged BTC short position, with a scale of 11.67 million USD, an average price of 77,749 USD, and a liquidation price at 81,286 USD. In addition, this address has also placed a market take-profit order, planning to close the position when BTC drops to the integer level of 70,000 USD.

According to monitoring by Hyperinsight, a major BTC short position (0x004) briefly fell into unrealized losses today as the BTC price dropped below its cost line, creating an opportunity for the short position to close. The whale then continued to reduce its position.As of 10 minutes before this report, it had completely closed all positions, with an average closing price of $77,893, realizing a small profit of about $41,000 compared to the average opening price of $78,000. The previous position size was 170 BTC, approximately $13.26 million.

QCP Group analysis indicates that the negotiations between the U.S. and Iran have once again broken down, the ceasefire in the Middle East continues, and the overall geopolitical landscape remains static. A shooting incident occurred at the White House Correspondents' Dinner, with Trump suspected to be the target. After the Asian market opened, BTC briefly surpassed $79,000 and ETH broke through $2,400, but concerns arose following news of the Iranian foreign minister's visit to Russia for talks with Putin, leading to a rapid pullback in gains.The current key resistance level in the market is the CME gap around $82,000. The funding rate for BTC perpetual contracts continues to be negative, and if the price breaks upward, it may trigger short covering. Implied volatility continues to decline, and the risk reversal skew has narrowed, with market interest in upward exposure gradually increasing. Key focus this week: April 29 earnings reports from Microsoft, Amazon, Meta, and Google, as well as the FOMC interest rate decision; April 30 earnings report from Apple, U.S. Q1 GDP, and March PCE data.

According to a report from CoinShares' research department, digital asset investment products recorded a net inflow of $1.2 billion this week, marking the fourth consecutive week of positive inflows. Total assets under management (AuM) rose to $155 billion, the highest level since February 1. Among them, Bitcoin led with an inflow of $933 million, bringing the year-to-date total inflow to $4 billion; Ethereum saw inflows of over $190 million for the third consecutive week; XRP returned to net inflow after a week of outflows.Regionally, the United States dominated this week's inflows ($1.1 billion), while Germany, Switzerland, and Canada also recorded positive inflows, indicating a broadening demand. Additionally, blockchain stock ETFs have cumulatively attracted $617 million over the past three weeks, setting a record for weekly inflows, reflecting growing interest from institutional investors in this sector. The market is currently focused on the FOMC meeting on April 28-29, which may create some disturbances in short-term sentiment.

According to Jinshi reports, the Office of the Foreign Investment Security Review Mechanism (National Development and Reform Commission) has made a decision to prohibit investment in the foreign acquisition of the Manus project in accordance with laws and regulations, requiring the parties involved to withdraw from the acquisition transaction.

Morpho CEO Paul Frambot posted on X, stating that over the past week, he communicated with several large institutions to understand their views on the current DeFi situation. The core conclusions are as follows.First, institutional interest will not disappear. The reason is simple: distribution channels will not vanish ------ massive assets under management (AUM), payment, and lending operations are moving on-chain. Almost all fintech companies aim for full on-chain integration. For institutions, this is not a question of "whether" but "a must."Second, they have lost trust in the pool/hub model. Institutions and distributors want to control everything, including control over the code, control over risks, and control over compliance. At the same time, they also want flexibility, meaning the ability to isolate their own business and connect to a global liquidity network that is compatible with them.

According to CoinDesk, Paul Sztorc, a developer who has long focused on Bitcoin scaling solutions, proposed a Bitcoin hard fork named eCash to be initiated in August 2026 at block height 964,000, distributing eCash to users holding BTC at a 1:1 ratio at the time of the fork, and introducing a Drivechains sidechain architecture in the new chain.The controversy mainly revolves around the plan to pre-allocate a portion of eCash corresponding to Satoshi Nakamoto's address on the new chain to early investors, a move that has drawn criticism from the community, with some individuals claiming it involves "stealing" tokens. Paul Sztorc stated that this move aims to provide incentives for development and collaboration before the project's launch.

According to a report by Bitcoin Suisse, Hyperliquid recorded an annual revenue of $820 million in the past year, ranking fourth in global perpetual contract trading volume, becoming one of the few decentralized platforms that can compete with centralized exchanges. In the field of decentralized perpetual contracts, Hyperliquid held a 41% share of open interest and over 30% of total trading volume in 2025.Additionally, the platform launched over 120 new markets linked to RWA in less than six months, covering off-chain instruments such as tokenized stocks and commodities, averaging about five new markets launched each week. Bitcoin Suisse pointed out that Hyperliquid's order book design and native blockchain architecture are its key differentiating advantages, and the introduction of HyperEVM along with a capital-efficient trading mechanism will support its further expansion, setting a new benchmark for decentralized trading platforms.

International gold and silver prices are fluctuating at high levels. According to data from the Gate platform, the current price of gold (XAU) is $4,724.38; the current price of silver (XAG) is $76.47. Despite signs of a temporary easing in the international situation, market risk aversion remains strong, driving active trading and positions in related contracts.According to CoinGlass data, the 24-hour trading volume of Gate XAU contracts reached $41.85 million, an increase of 745.48% compared to the previous period, with a position size of $18.87 million, ranking first in the industry; the 24-hour trading volume of Gate XAG contracts reached $31.89 million, a significant increase of 3429.96%, with a position size of $16.51 million, also ranking among the top in the network. In the context of high-level fluctuations, Gate's trading activity has rapidly increased.Gate has pioneered the metal contract trading sector, providing 24/7 uninterrupted trading, offering users greater strategic flexibility and asset management efficiency in volatile markets. Gate contracts cover various traditional financial assets, including stocks, metals, foreign exchange, indices, and commodities, supporting trading in core targets such as gold, silver, and globally popular stocks. Gate continues to build a more efficient and professional multi-asset one-stop trading platform for global users.

According to SoSoValue data, the net inflow for Bitcoin spot ETFs during the last trading week (Eastern Time from April 20 to April 24) was $824 million.The Bitcoin spot ETF with the highest net inflow last week was BlackRock ETF IBIT, with a weekly net inflow of $733 million, bringing IBIT's historical total net inflow to $65.37 billion. The second was Ark & 21Shares ETF ARKB, with a weekly net inflow of $59.6 million, and ARKB's historical total net inflow currently stands at $1.610 billion.The Bitcoin spot ETF with the highest net outflow last week was Grayscale Bitcoin Trust GBTC, with a weekly net outflow of $59.01 million, and GBTC's historical total net outflow has reached $26.22 billion.As of the time of writing, the total net asset value of Bitcoin spot ETFs is $102.64 billion, with an ETF net asset ratio (market cap relative to total Bitcoin market cap) of 6.60%, and the historical cumulative net inflow has reached $58.23 billion.

According to SoSoValue data, last week's trading day saw a net inflow of $155 million for Ethereum spot ETFs.The Ethereum spot ETF with the highest net inflow last week was BlackRock ETF ETHA, with a weekly net inflow of $138 million, bringing ETHA's historical total net inflow to $11.97 billion. The second was BlackRock ETF ETHB, with a weekly net inflow of $60.9053 million, and ETHB's historical total net inflow currently stands at $456 million. The Ethereum spot ETF with the highest net outflow last week was Grayscale Ethereum Trust ETHE, with a weekly net outflow of $49.2393 million, and ETHE's historical total net outflow has reached $5.25 billion. As of the time of writing, the total net asset value of Ethereum spot ETFs is $13.79 billion, with an ETF net asset ratio of 4.91%, and the historical cumulative net inflow has reached $12 billion.

According to on-chain analyst Ai Yi's monitoring, the "two-month profit of 44.61 million dollars from ETH leveraged whales" has a remaining long position of 20,000 ETH, which has once again realized a profit of 2.134 million dollars. The fluctuation from a floating loss of 1.227 million dollars to a floating profit represents a difference of 3.361 million dollars. Its average opening price was 2,287.2 dollars, and there were two instances of position reduction on April 20 and April 21, with a total profit-taking of 1.042 million dollars.

The market data platform Polysights posted on platform X, analyzing over 20,000 Polymarket markets in the past 6 months and providing a volatility ranking. The main findings are as follows:Cryptocurrency-related markets occupy four of the top ten, exhibiting a high degree of information asymmetry, with few able to predict accurately.There is a phenomenon of deadline anxiety, with questions like "Will X happen before [date]?" generating more volatility than "Who will win?"Market outcomes tend to favor "yes"—in markets over $1 million, the probability of a "yes" outcome is 50%, while the overall probability is only 27%; when markets experience significant volatility, the final outcomes are mostly "yes."Medium-sized markets ($1 million to $7 million) are chaotic; markets over $10 million tend to have smoother price trends due to large capital involvement.

The Humanity Foundation recently requested early investors to make a binary decision regarding the ownership plan for the $H token. On-chain monitoring data shows that the well-known market maker Jump Trading's associated address transferred 50 million $H to a centralized exchange on April 26, just before the deadline for investor responses.Further on-chain records indicate that Jump Trading began transferring $H tokens in batches starting from December 2025, with a cumulative processing scale measured in hundreds of millions. Trix Ventures subsequently released an on-chain analysis report, indicating that Jump Trading's actions, combined with the foundation's enforced binary decision plan, may trigger market participants to price in the unlocking event on June 25 in advance.

According to Lookonchain monitoring, a suspected insider trading address that previously made a profit of 2.27 million dollars in an APE trade is now going long on LDO.The address is using 2 wallets to go long on 5.57 million LDO (worth approximately 5.16 million dollars) with 5x leverage.

According to The Block, Ciarán Fitzpatrick, the global head of ETF products at JPMorgan Securities Services, stated: "We believe that tokenization will definitely drive changes in the market, not only for ETFs but for the entire fund industry as well."Ciarán Fitzpatrick pointed out that given the many benefits that tokenization may bring, such as more convenient subscription and redemption, "almost instant settlement," and uninterrupted access, experiments with ETF tokenization are still ongoing. He added: "I think tokenization will become part of the ETF ecosystem, but it will be a few years before we see some really good use cases."