On Apr 27, 2026, 15:05 PM(UTC). According to Binance Market Data, Ethereum has dropped below 2,300 USDT and is now trading at 2,294.889893 USDT, with a narrowed 2.23% decrease in 24 hours.

Key Takeaways Digital asset investment products attracted $1.2 billion in inflows last week, a fourth consecutive weekly gain, per CoinSharesBitcoin captured $933 million of last week's inflows, bringing year-to-date flows to $4 billion; Ether attracted $192 million for the third straight week above that thresholdTotal crypto fund AUM rose to $155 billion -- the highest since February 1 -- though still well below the $263 billion peak reached in October 2025Blockchain equity ETFs saw $617 million in inflows over the past three weeks, including a record weekly figure, as allocators unable to hold spot Bitcoin rotate into equity wrappersMegacap tech earnings from Alphabet, Microsoft, Amazon, Meta, and Apple this week represent roughly a quarter of S&P 500 market cap and could determine whether Bitcoin clears $80,000 or retreats Institutional money is returning to crypto at a pace that is outrunning retail participation, with four consecutive weeks of fund inflows and total assets under management climbing to their highest level since February -- a backdrop that analysts say sets up a critical test of whether the current rally has enough fuel to push Bitcoin through the $80,000 ceiling it has twice failed to clear. Digital asset investment products attracted $1.2 billion in inflows last week, according to CoinShares data published Monday. Bitcoin dominated, capturing $933 million and lifting year-to-date inflows to $4 billion. Ether drew $192 million -- its third straight week above that level -- continuing a trend of improving institutional sentiment toward the second-largest crypto asset. Total AUM across crypto funds climbed to $155 billion, the highest reading since February 1. The figure remains well below the $263 billion peak recorded in October 2025, underscoring the scale of recovery still required to reclaim prior highs even as the directional trend improves. Blockchain Equity ETFs See Record Demand Beyond direct crypto fund flows, blockchain equity ETFs -- products that invest in publicly traded companies deriving revenue from crypto infrastructure such as miners, exchanges, and semiconductor suppliers -- are drawing significant attention. These funds attracted $617 million in combined inflows over the past three weeks, including a record single-week figure, which CoinShares analyst James Butterfill described as an explosion in demand for indirect technology exposure to the crypto asset class. The trend points to a growing cohort of institutional allocators -- pension funds, insurance companies, and regulated asset managers -- that cannot or will not hold spot Bitcoin directly but are gaining exposure through equity wrappers around the sector. The scale of rotation into these products adds a layer of structural institutional demand that does not show up directly in Bitcoin ETF flow data. $80,000 Remains the Line in the Sand Bitcoin tagged $79,399 overnight -- its highest level since January 31 -- before reversing to $77,705. The $80,000 level carries particular significance because it represents the approximate breakeven point for buyers who accumulated during January and February before the war-driven correction pushed prices lower. As those investors approach cost basis, they create natural selling pressure that has now capped two separate rally attempts. The week ahead will determine whether the institutional inflow momentum is sufficient to absorb that supply. CoinShares' Butterfill framed it as a test of whether four consecutive weeks of crypto fund inflows can overpower the breakeven-driven sell wall or whether a third rejection from $79,000 begins to define a range rather than precede a breakout. Tech Earnings as the Macro Catalyst The most significant external variable is the megacap tech earnings slate. Alphabet, Microsoft, Amazon, and Meta report Wednesday and Thursday, with Apple following Thursday. Together, these companies represent approximately a quarter of the S&P 500's market capitalization, and their results will directly influence the broader risk-on bid that has been lifting Bitcoin alongside equities through April. Strong earnings would likely extend the four-week inflow streak and provide Bitcoin with the external catalyst it needs to absorb $80,000 resistance and clear the level decisively. Disappointing results, by contrast, could unwind the equity-crypto correlation trade and send prices lower heading into the May monthly open.

U.S. Secretary of State Rubio stated that the United States cannot tolerate Iran's actions to normalize control over the Hormuz Strait. According to Odaily, this statement was reported by Fox News.

루비오 미국 국무장관: 미국은 이란이 호르무즈 해협을 장악하는 행위를 정상화하는 것을 용납할 수 없다. (폭스 뉴스)

버나스타인(Bernstein)은 연구 보고서에서 암호화폐 시장이 현재 펀더멘털이 강화되는 조짐을 보이고 있다고 밝혔다. 애널리스트들은 비트코인이 6만 달러 부근에서 바닥을 형성했으며, 8만 달러 선을 향해 나아가고 있다고 지적했다. 기관 자금 유입, 마이크로스트래티지(MicroStrategy)의 STRC 상품을 통한 지속적인 비트코인 축적, 그리고 블록체인과 금융 인프라의 심도 있는 융합이 결합되어 비대칭적인 상승 여력을 형성하고 있다. 버나드(Bernstein)는 모건 스탠리의 비트코인 ETF와 찰스 슈왑의 현물 거래 플랫폼을 통한 새로운 유통 채널이 시장 참여도를 확대했다고 강조했다. 현재 비트코인 공급량의 약 60%는 1년 동안 이동이 없었으며, 기관 수요가 보유 기반을 강화하고 있다. 또한 스테이블코인 공급량은 3,000억 달러라는 사상 최고치를 기록했으며, 이에 대한 결제 수요는 시장 심리와 분리되어 있다. 실물 자산의 토큰화 분야는 전년 대비 110% 성장하여 3,450억 달러 규모에 달했다. 양자 컴퓨팅이 장기적인 위험 요인으로 작용할 수 있지만, 애널리스트들은 업계가 안전한 전환을 위한 충분한 시간을 가지고 있다고 보고 있다.

Kremlin spokesperson Dmitry Peskov announced on April 27 that Russia is prepared to mediate in the ongoing conflict involving Iran, provided all parties are open to such intervention. According to NS3.AI, Peskov emphasized Russia's commitment to facilitating a lasting and guaranteed peace, expressing support for continued negotiations to end the hostilities. He further noted that a resurgence of war would be detrimental not only to Iran but also to nations along the Strait of Hormuz and the global economy.

Key Takeaways Bitcoin briefly climbed above $79,000 during Asian trading before slipping back below $78,000, with concentrated sell orders at $80,000 capping upside for the second time in daysFxPro chief market analyst Alex Kuptsikevich describes the pullback as temporary and consistent with the broader uptrend that began in late MarchBinance has recorded $3.4 billion in net stablecoin inflows this month per CryptoQuant, following $3 billion in March, signaling fresh capital waiting for an entry pointUS spot Bitcoin ETFs have pulled in $2.44 billion in April -- the strongest monthly inflow since October when Bitcoin hit record highs above $126,000DeFi hacks have totaled an estimated $623 million in April alone per Memento Research, with cumulative all-time DeFi exploit losses reaching $7.72 billion per DeFiLlamaWTI crude is hovering above $90 per barrel with Brent above $100, significantly higher than pre-war levels below $70, threatening to keep inflation elevated Bitcoin is caught in a familiar pattern just below a major psychological level, with $80,000 acting as a near-term ceiling for the second time in days as concentrated sell orders absorb buying pressure even as the underlying demand picture continues to strengthen. The leading cryptocurrency briefly cleared $79,000 during Asian trading hours before slipping back below $78,000, trading at approximately $77,952 with a modest 0.4% loss over 24 hours. Ether fell 0.6%, XRP dropped 0.8%, and Solana slid more than 1%. The CoinDesk Memecoin Index and Smart Contract Platform Select Index both fell more than 1%. Sell Wall at $80,000 Is Structural, Not Fundamental Alex Kuptsikevich, chief market analyst at FxPro, identified the source of resistance clearly. "Bitcoin has approached the $80,000 mark for the second time in the last few days, but has since experienced significant downward momentum. As it approaches this round figure, a build-up of sell orders is preventing the coin from moving further upwards," he said. The concentration of sell orders at a round number is a well-documented market microstructure phenomenon, amplified in Bitcoin's case by $80,000 representing a breakeven point for a significant cohort of recent buyers who accumulated during the late 2025 decline. Kuptsikevich, however, argued the pullback is temporary rather than a trend reversal, describing it as consistent with the broader uptrend in place since late March. Billions in Stablecoin Liquidity and ETF Capital Wait in the Wings On-chain data reinforces the view that the $80,000 resistance is a timing problem rather than a structural one. Binance recorded approximately $3.4 billion in net stablecoin inflows in April, following $3 billion in March, according to CryptoQuant data -- a signal that fresh capital is accumulating at the edges of the market rather than exiting. "This indicates an influx of new capital waiting to participate in the recovery," pseudonymous CryptoQuant analyst Darkfost wrote on X. Institutional demand is equally robust. US-listed spot Bitcoin ETFs have attracted $2.44 billion in investor capital this month -- the strongest monthly inflow since October, when Bitcoin was trading at record highs above $126,000. The combination of stablecoin dry powder and ETF demand suggests that once the $80,000 sell wall is absorbed, the available liquidity could accelerate rather than gradually grind the next leg higher. DeFi Hacks Hit $623 Million in April Alone The constructive demand picture is offset by an escalating DeFi security crisis. On Sunday, Sui-based lending platform Scallop was exploited for approximately 150,000 SUI tokens worth around $142,000 -- a relatively small incident that nonetheless adds to a growing list of April attacks including the large-scale Drift and KelpDAO exploits. Total DeFi hack losses in April alone have reached an estimated $623 million, according to Memento Research. Since the inception of DeFi, cumulative exploit losses have climbed to approximately $7.72 billion per DeFiLlama -- a figure that underscores the persistent structural security vulnerabilities weighing on sector sentiment and institutional confidence in decentralized protocols. Oil Prices Remain a Macro Wildcard In traditional markets, energy prices continue to apply upward pressure on the macro environment. WTI crude is hovering above $90 per barrel with Brent trading above $100 -- significantly above the sub-$70 levels that prevailed before the Iran war began in late February. Sustained elevated oil prices risk keeping inflation elevated and financial conditions tighter for longer, a headwind for risk assets including crypto that could complicate Bitcoin's push through $80,000 even if the technical sell wall is eventually cleared.

The Telegram username NFT @boss was sold for 500,000 USDT on Monday through a single TON transaction. According to NS3.AI, the previous owner acquired the handle for 40,000 TON in November 2022, which was valued at approximately $64,000 at that time.

Key Takeaways Bitcoin spiked to $79,480 before reversing sharply to $77,800, dropping 2% in an hour after failing to break $80,000, currently trading around $78,154Brent crude hit $107 per barrel -- its highest since the US-Iran ceasefire began -- after Trump canceled plans to send officials for Pakistan talks, weighing on risk sentimentNearly $300 million in crypto futures positions were liquidated in 24 hours, the majority being short positions caught in the brief rally toward $79,500Lido (LDO) led altcoin losses with a 17% drop; the Smart Contract Platform Select Index fell 2.5% and the DeFi Select Index lost 2.3%Sui-based DeFi protocol Scallop was hacked for approximately 150,000 SUI tokens worth just over $140,000Bitcoin's $80,000 strike call option holds over $1.5 billion in notional open interest on Deribit, with positive dealer gamma suggesting market makers could sell into a breakout and buy the dip, dampening volatility near that level Crypto markets turned volatile on Monday as Bitcoin spiked to $79,480 before reversing sharply after failing to break above $80,000, with the selloff coinciding with a fresh surge in oil prices tied to deteriorating US-Iran diplomatic progress. The move began around 23:00 UTC with the opening of US equity markets and CME Bitcoin futures -- a period that historically sees elevated volatility. By 05:30 UTC, with Bitcoin unable to clear the $80,000 level, price dropped approximately 2% in an hour, falling from near $79,500 to $77,800 before stabilizing around $78,154. Oil Surge Accelerates the Reversal The selloff was amplified by a rise in Brent crude to $107 per barrel -- its highest level since the US-Iran ceasefire began -- after President Trump canceled plans to send US officials to Pakistan for talks on Saturday. The development rekindled geopolitical risk premium in energy markets and weighed directly on crypto sentiment, reinforcing the tight correlation between oil price moves and Bitcoin's near-term direction that analysts have flagged throughout the Iran conflict. Ether fell 2.2% to around $2,320, underperforming Bitcoin's 1.1% decline. The altcoin market absorbed the sharpest losses, with the Smart Contract Platform Select Index (SCPX) falling 2.5%, the DeFi Select Index (DFX) losing 2.3%, and the CoinDesk 20 Index down 1.5% since midnight UTC. $300 Million in Liquidations, Mostly Shorts Nearly $300 million in crypto futures positions were liquidated over the past 24 hours, with the majority being bearish short plays caught by the brief rally toward $79,500 before the reversal. The liquidation dynamic explains the sharpness of the initial spike -- short covering accelerated the move higher before the $80,000 level absorbed the momentum and sellers reasserted control. Open interest in XRP futures rose nearly 2.5% in 24 hours, the largest increase among major tokens, touching a one-week high of 1.82 billion XRP. Negative funding rates and negative OI-adjusted cumulative volume delta in XRP paint a bearish near-term picture consistent with the broader market. HBAR, XLM, and HYPE were other notable OI gainers over the period. Analysts cautioned against reading Bitcoin's persistently negative funding rates as an outright bearish signal, noting the dynamic is primarily driven by institutions hedging bullish exposure in related markets rather than expressing directional short bets. $80,000 Options Wall Creates Two-Way Friction Bitcoin's $80,000 strike call option is the most popular contract on Deribit, carrying over $1.5 billion in notional open interest. Crucially, dealer gamma at that strike is positive -- meaning market makers are likely to sell into any breakout above $80,000 and buy the dip on a move lower, a dynamic that mechanically suppresses volatility near the level and makes a sustained clean break more difficult to achieve. Laser Digital noted that investor flows are currently favoring risk reversals over outright puts, suggesting traders prefer options strategies that profit from price swings and volatility surface dislocations rather than taking direct directional bets on a selloff. Bitcoin and Ethereum's 30-day implied volatility indexes continued to decline, pointing to underlying market calm despite Monday's session volatility -- a dynamic consistent with the recent drop in the VIX and record highs in the Nasdaq. Altcoins Hit Hard; a Few Buck the Trend Lido (LDO) led sector losses with a 17% decline, surrendering all of Sunday's gains in a single session. SUI recorded the most negative cumulative volume delta among major tokens, reflecting sustained aggressive selling -- compounded by news that Sui-based DeFi protocol Scallop was exploited for approximately 150,000 SUI tokens worth just over $140,000. A handful of tokens avoided the carnage. PENGU surged 9.1%, JUP gained 4%, and CHZ rose 3.1%. CoinMarketCap's Altcoin Season indicator held at 39 out of 100, unchanged from last week and well below last month's peak of 51 -- signaling that broad altcoin participation in the current Bitcoin-led recovery remains limited.

과거의 주기적 패턴을 고려할 때, 지금은 BTC를 더 많이 매집해 두고 다음 강세장 주기가 도래하기를 기다릴 적기입니다.

골든파이낸스가 《골든 Web3.0 데일리》를 출시하여, MEME, DeFi, DAO, NFT 및 메타버스 업계의 최신 소식을 가장 빠르게 전해드립니다.

마누스, 앞으로 달려라, 뒤를 돌아보지 마라: 마누스의 거래 중단이 발표된 이 순간에, 골든파이낸스, 거대한 시대의 흐름 앞에서는 더 이상 똑똑함이 가장 중요한 것이 아니다.

금의 토큰화는 아마도 올해 전통 금융과 웹3 사이에서 가장 주목할 만한 접점 중 하나일 것이다.

STRC의 진정한 취약점은 BTC 가격이 아니라 mNAV입니다.

각기 다른 국가와 기관들이 각자의 필요에 따라, 저마다의 방식으로 동일한 프로토콜을 활용하고 있다.

DMT-NAT 및 기타 비트코인 온체인 자산에 대한 제 견해를 공유해 보겠습니다.

하루 만에 월가는 4개 기술 대기업의 실적 발표와 여러 차례의 금리 결정 소식을 동시에 소화해야 한다. 이날은 시장에서 “최근 몇 년간 가장 중요한 실적 발표일”로 불린다.

올해 4월 홍콩 블록체인 위크에서 가장 기억에 남는 것은 특정 패널 토론이 아니라 한 장면이었다.

중국은 암호화폐 활동과 외국인 투자에 대한 규제를 강화하는 한편, 금융·기술·자본 시장 전반에 걸쳐 압박을 가하고 있다. 이는 미국이 이란산 원유 수입과 연루된 중국 에너지 기업들을 겨냥해 제재를 강화하는 시점과 맞물린다. 이러한 조율된 움직임은 베이징과 워싱턴 간의 확대되는 경제적 대립이 새로운 국면에 접어들었음을 보여준다.