rns

In response to external doubts about its data being "leaked," Polymarket issued a statement clarifying that the relevant data has never been leaked, and all data can be publicly accessed through its public endpoints and on-chain data, which is an inherent feature of on-chain data transparency, not a security vulnerability.Polymarket stated that one of the core advantages of on-chain data is that it is fully publicly auditable, and anyone can freely access the relevant data through its API without having to pay for it.According to previous news from ChainCatcher, the prediction market platform Polymarket is suspected of experiencing a data leak, with over 300,000 records and an exploit toolkit leaked.

Bitcoin fell below $77,000, with the U.S. spot Bitcoin ETF recording a net outflow of $263.2 million, ending a nine-day streak of net inflows. This coincided with the eve of this week's Federal Reserve FOMC meeting, adding a touch of caution to the already resilient April rebound.Bitcoin declined today, but it has still risen about 15% over the past month, reaching a high of $79,000 in April. The interruption of ETF fund momentum is significant because it occurs just before a week of major macroeconomic events. The market is currently digesting the Federal Reserve's decisions, new inflation concerns, GDP data, a series of earnings reports from major tech companies, and another round of interest rate decisions from central banks in Europe and Asia.Timothy Misir, head of research at BRN, stated that the crypto market entered this week with inspiring momentum, but there are too many cross factors to determine a clean risk appetite trend. In his view, investors are showing signs of "war fatigue" regarding the situation in the Middle East, while central banks are forced to find a balance between supply-driven inflation and weakening confidence along with mixed data.Glassnode expressed a similar view in its latest weekly pulse report. Analysts noted that Bitcoin still exhibits a "mix of bullish momentum, cautious sentiment, and consolidation," with strong buying pressure offset by weaker speculative participation and lower trading activity.QCP Capital stated that Bitcoin had a significant rebound in April, maintaining an overall constructive pattern. However, the firm believes that $82,000 remains a key level, with the nearby CME gap constituting the next real test.Andy Baehr, managing director at GSR Asset Management, mentioned that prices are "gradually rising," and $80,000 remains a key psychological level.

OpenAI's recent internal growth targets have not met expectations. CFO Sarah Friar warned that if revenue growth does not keep pace, the company may struggle to fulfill its commitment of approximately $600 billion in computing power procurement, and the board has begun to review the data center investment expansion plans.Reports indicate that ChatGPT user growth, revenue targets, and subscription retention are all under pressure. Despite OpenAI recently completing a $122 billion financing round, the company's management is still discussing long-term capital expenditures and the pace of an IPO. OpenAI has denied that there are significant internal disagreements.

According to The Block, analysts at research firm Bernstein stated in their latest report that the fundamentals of the crypto market are continuously improving. The recent low of $60,000 for Bitcoin has formed a clear bottom, and the current price is approaching $80,000. Driven by institutional demand, a longer structural bull market is expected.Bernstein analyst Gautam Chhugani pointed out the following core driving factors:Institutional channels continue to expand: Morgan Stanley's Bitcoin ETF and Charles Schwab's spot Bitcoin/Ethereum trading platform have been launched one after another, with about 60% of Bitcoin supply not having moved for over a year, indicating a stable holder structure;Strategy continues to increase holdings: its STRC perpetual preferred stock product attracts income-focused investors, with current holdings reaching 818,334 Bitcoins;Demand for stablecoins reaches an all-time high: stablecoin supply has surpassed $30 billion, decoupling from the price cycle of the crypto market, showing that real payment and settlement demand continues to grow;Tokenization of real assets accelerates expansion: the scale of tokenized assets such as private credit and government bonds has reached $345 billion, a year-on-year increase of 110%.Bernstein also noted that quantum computing poses a long-term potential risk, but the blockchain ecosystem is expected to have ample time to complete the post-quantum security transition.

According to Jinshi, U.S. President Trump warned bankers at a cryptocurrency conference not to obstruct the advancement of cryptocurrency legislation.

Arkham posted on the X platform that Avi Eisenberg, the attacker who profited approximately $110 million in 2022 by manipulating the price oracle of Mango Markets, has recently signed a transaction with his on-chain address, drawing widespread attention from the community.Avi Eisenberg previously exploited a vulnerability in Mango Finance to conduct "high-profit trades," and later threatened to attack Aave. He was also liquidated on Curve while attempting to liquidate others' positions, and was arrested and imprisoned after the incident. Now, his address has reappeared with on-chain activity, leading the market to speculate whether he has returned to the crypto market, although no further details have been disclosed yet.

According to The Information, Anthropic and OpenAI have both experienced security incidents, raising market concerns about the safety of AI models themselves.Currently, Anthropic is investigating potential unauthorized access to its Claude Mythos model by users. Almost simultaneously, OpenAI was also reported to have accidentally exposed several unreleased models in its Codex application. Industry opinions indicate that these vulnerability incidents have intensified scrutiny on the security governance capabilities of AI companies and reflect that the security systems of current AI technology still need improvement as it rapidly develops. Analysts believe that even AI model providers that focus on cybersecurity capabilities face significant security challenges themselves. As AI is gradually used to defend against cyberattacks, issues related to platform security and access control have also become critical risk points.

The Smart Allocator of the decentralized stablecoin USDD has accumulated investment returns exceeding $16 million, demonstrating its strong self-sustaining capability and further strengthening its long-term competitiveness in the stablecoin sector.Smart Allocator is the profit-sharing mechanism of USDD, which obtains interest and platform rewards by participating in quality projects and returns the profits to users. This mechanism emphasizes the stability and sustainability of profit sources rather than relying on short-term high-yield strategies. At the same time, its fund allocation and profit situation remain transparently on-chain, available for public inquiry and verification by users.

According to Jinshi reports, the S&P 500 index has shown signs of turning upward, and market sentiment has improved.

According to Jinshi reports, the Nasdaq 100 index has turned positive, indicating a slight recovery in market sentiment.

According to KOL AB Kuai.Dong (@_FORAB), FTX founder SBF is imprisoned for misappropriating about $16 billion of user assets, but the potential value of his investment portfolio has sparked widespread discussion.If FTX had not gone through bankruptcy liquidation, the estimated returns on its holdings are as follows: Anthropic approximately $82.3 billion (about 165 times), SpaceX approximately $15 billion (about 75 times), Robinhood approximately $4.9 billion (about 8 times), Genesis Digital Assets approximately $3.5 billion (about 3 times), and the AI programming tool Cursor approximately $3 billion (about 15,000 times, with an original investment of only $200,000 for a 5% stake). The total potential value of the above assets exceeds $100 billion.

SpaceX stated in its IPO application documents that orbital AI computing and the industrialization efforts on the Moon and Mars are still in the early stages, involving significant technological complexities that may not be commercially viable.Elon Musk has called space AI computing an obvious choice, believing that orbit could become the lowest-cost storage location for AI within two to three years. The documents warn that orbital AI data centers operate in harsh and unpredictable space environments, where systems may fail. Additionally, delays in the development of Starship could also limit the company's growth strategy. SpaceX currently targets a valuation of approximately $1.75 trillion and plans to raise $75 billion in the coming months.

Grayscale analyst Zach Pandl disclosed data showing that Bitcoin has rebounded over 20% from its low of about $63,000 in early February, with the current price around $76,000, slightly above the average cost (realized price) of about $74,000 for buyers in the past 1 to 3 months, indicating that most short-term investors have returned to the breakeven zone.Analysis suggests that if the price continues to rise, more recent buyers will enter a profitable state, which is often seen as one of the important signals at the beginning of a bull market. However, Bitcoin is still below the peak from last October. Market views indicate that this round of recovery may have formed a relatively solid phase bottom in the range of $65,000 to $70,000.

Kevin Warsh stated at the Senate hearing that digital assets "have become a part of the U.S. financial system" and supports their inclusion in the financial system to provide more opportunities and protections for investors.This statement is seen as a signal of a relatively open policy towards the cryptocurrency industry should he become the chairman of the Federal Reserve. Warsh has previously referred to Bitcoin as "an important asset that aids in policy-making." However, Elizabeth Warren expressed concerns during the hearing, mentioning risks such as "shadow accounts" in the crypto space, emphasizing the need for enhanced regulation and prevention of abuse.

The Spark strategy chief monetsupply.eth tweeted criticism of Aave's decision to unfreeze the core Ethereum WETH market, arguing that this decision is poorly considered under current conditions. After the unfreezing, it will allow LST/LRT holders to establish extremely high-yield looping positions, resulting in continuous liquidity shortages for aEthWETH, making it difficult for ordinary users to withdraw normally.Taking weETH looping as an example: weETH is currently trading at a 0.5% discount, and if it returns to par within a month, the implied yield is about 6%. Combined with the basic staking yield, the total yield can reach 8%. Meanwhile, the maximum borrowing rate for core ETH on Aave is 5.15%, allowing loopers to earn an additional 2.85% yield; weETH can be leveraged up to 14 times, resulting in a maximum annualized yield of about 45%.He believes that this essentially provides LST/LRT loopers with a "free lunch," while further deteriorating the user experience for aWETH holders and stablecoin borrowers.

According to Cointelegraph, the Monetary Authority of Singapore (MAS) has urged banks to strengthen their cybersecurity defenses due to heightened regulatory concerns arising from the spread of the Mythos AI model under Anthropic in the Asia region.

According to CNBC, a recent study shows that adding Bitcoin to a traditional gold allocation can effectively enhance the overall return of the investment portfolio without significantly increasing the risk level.At the same time, Goldman Sachs released a report indicating that cryptocurrency prices may have bottomed out, and some related stocks have high investment appeal; Standard Chartered Bank has halved its Bitcoin price forecast; other analysts pointed out that due to the recent continuous decline in the cryptocurrency market, the profitability of Bitcoin mining has significantly narrowed, making it difficult to achieve profitability in current mining operations.