美国参议员 Thom Tillis 正敦促参议院银行委员会将加密市场结构法案的审议推迟至 5 月，以便为银行与加密行业之间的稳定币监管妥协方案争取更多敲定时间。该举措旨在为围绕稳定币的关键分歧提供额外谈判空间，推动形成更具可行性的监管框架。（Cointelegraph）

特朗普发文表示，我们正在与伊朗达成的协议将远比《联合全面行动计划》（伊核协议）要好得多。后者是由巴拉克·侯赛因·奥巴马和瞌睡乔·拜登草拟的，是我国安全领域有史以来最糟糕的协议之一。它是一条通向核武器的有保障之路——而我们正在商讨的协议不会、也不可能允许这种情况发生。他们（前任政府）竟然将 17 亿美元美元现金装上波音 757 飞机运往伊朗，让伊朗领导层随心所欲地花掉。他把华盛顿特区、弗吉尼亚州和马里兰州银行的现金全部清空了。那些银行家们表示从未见过这样的景象。此外，还有数千亿美元被支付给了伊朗。如果我没有终止那份“协议”，核武器早就被用来攻击以色列和中东各地，包括我们珍视的美国军事基地。如果在“特朗普”任内达成协议，它将保证和平、安全和保障，不仅对以色列和中东如此，对欧洲、美国以及所有其他地方也是如此。这将是一件让整个世界都感到自豪的事情，而不是像过去多年那样，由于无能和懦弱的领导，我们被迫忍受多年的尴尬与屈辱。(金十)

据 CME“美联储观察”：美联储 4 月加息 25 个基点的概率为 0%，维持利率不变的概率为 100%。美联储到 6 月累计降息 25 个基点的概率为 2.5%，维持利率不变的概率为 97.5%。

苹果宣布 John Ternu 将于 9 月 1 日接替蒂姆·库克出任 CEO，库克将转任执行董事长。硬件工程高级副总裁特纳斯在成为 CEO 后将加入苹果董事会。苹果非执行董事长阿特·莱文森将在同日成为首席独立董事。苹果在一份新闻稿中表示：“库克将在整个夏季继续担任首席执行官，与特纳斯密切合作以确保平稳过渡。”这是自 2011 年库克接替史蒂夫·乔布斯执掌苹果以来，苹果首次进行首席执行官交接。库克是在乔布斯去世前不久接任的。在库克的领导下，苹果市值增长了约 24 倍，周一收盘时达到 4 万亿美元。

Galaxy Digital's head of research, Alex Thorn, has assessed the likelihood of the Clarity Act becoming law by 2026 at approximately 50%. According to NS3.AI, Thorn noted that the probability would significantly decrease if the Senate markup is delayed beyond mid-May. He highlighted that the Senate's schedule leading up to the August recess might not provide sufficient time for the Act's passage before the intensification of midterm election campaigns.

Galaxy Digital's research head, Alex Thorn, has issued a warning regarding the pivotal moment for the U.S. cryptocurrency legislation known as the CLARITY Act. According to BlockBeats, if the review is delayed beyond mid-May, the likelihood of its passage by 2026 will significantly decrease. Currently, the probability of the bill becoming law this year is estimated at around 50% or even lower. Data from Polymarket indicates that its passage probability has dropped from 82% in February to 47%. Thorn highlighted that the Senate's schedule is currently filled with discussions on military authorization for Iran, funding for the Department of Homeland Security, and presidential nominations, leaving limited time for the bill. If the Democrats regain control of the House after the November midterm elections, legislative progress could stall. Although the bill passed the House last July with a bipartisan majority of 294-134, negotiations in the Senate are more complex, facing several hurdles. The primary reason for the delay since January is the disagreement over stablecoin rewards. Additionally, a provision in the draft clarifying that non-custodial software developers are not "money transmitters" has faced opposition from law enforcement. Furthermore, ethical clauses are being pushed by some Democrats to restrict government officials and their families from profiting from crypto assets during their terms. Concerns over the SEC's authority and vacant commissioner seats add to the political complexity. Thorn believes that a full Senate vote in July is "theoretically possible," but it would require extraordinary political will and coordination.

大华银行（OCBC）与Lion Global Investors及DigiFT合作推出了名为GOLDX的代币化黄金基金，使机构投资者能够通过以太坊和Solana上的代币持有实物黄金。这些代币可用法币或稳定币购买，并发送至区块链钱包，从而将传统黄金投资与数字资产基础设施相连接。

DefiLlama founder 0xngmi recently shared insights on the X platform regarding Arbitrum's financial strategies. According to Odaily, 0xngmi stated that if Arbitrum prioritizes using seized funds for the AAVE market on its platform, Aave could potentially eliminate bad debt on Arbitrum. Furthermore, if the focus is solely on maintaining the value of mainnet rsETH, disregarding the Layer2 mapped version, Aave's bad debt on Arbitrum could be reduced by 80%, from $88 million to $17 million.

Unit Labs, the parent company of Unitxyz and Tradexyz, has applied for a meeting with the U.S. Commodity Futures Trading Commission (CFTC) on April 7. According to Odaily, this move is part of Unit Labs' ongoing efforts to engage with regulatory bodies and ensure compliance with U.S. financial regulations. The company aims to discuss its operations and future plans with the CFTC, highlighting its commitment to transparency and adherence to industry standards.

Mantle has issued a statement regarding the 'KelpDAO rsETH attack incident,' confirming the security of its network and collaborating with Aave and related protocols on a recovery plan. According to Foresight News, Mantle's underlying network, official bridge, and core assets remain completely secure. LayerZero has verified that the vulnerability is confined to KelpDAO's rsETH configuration, with no impact on other assets or applications. The attacker did not interact with Mantle contracts or markets. Recent localized liquidity pressures are attributed to third-party cross-chain vulnerability spillover effects, not issues with Mantle's infrastructure. Protective suspension measures are still in place and will be lifted when deemed appropriate; since April 18, funds have been steadily returning to the Mantle ecosystem. On-chain data shows that core USD assets have seen repayments totaling approximately $204 million within 48 hours, with liquidity conditions continuing to normalize. Mantle is actively communicating with the Aave team and affected protocols to coordinate recovery plans, including potential treasury involvement.

On-chain investigator ZachXBT has reported that funds linked to the KelpDAO attack are being moved. According to Odaily, approximately $1.5 million has been transferred from the Ethereum mainnet to the Bitcoin network via Thorchain, while another $78,000 has been moved using Umbra. The initial source of these funds was Tornado Cash, and the laundering and cross-chain transfers are still ongoing.

预测,投资,加密市场,预测市场不是赌博 而是被误解的「真相机器」 金色财经,看好预测市场，是最具民主精神的价值观之一。

Strategy上周花费25.4亿美元购入34,164枚比特币，目前其持仓总量已达815,061枚比特币；BitMine上周增持超10万枚ETH，总持仓超497万枚ETH。

Bybit领投了总部位于马来西亚的Hata的800万美元融资轮，多家全球家族办公室参与了本轮融资。这笔资金将用于支持用户增长、提升流动性，并在获得当地牌照的前提下推出新的加密货币产品。

Revolut已将首次公开募股（IPO）的时间表推迟至2028年左右，目前该公司正致力于在英国获得全面银行牌照，并拓展美国市场。该公司发展势头强劲，营收、利润和客户数量均呈上升趋势，目前正通过私募融资维持非上市公司身份，同时着力扩大业务规模并建立市场信任。

AI投资正从“拼GPU算力”转向“全栈系统效率”。智能体时代，瓶颈已从算力变为编排：GPU决定能不能做，系统决定能不能赚钱。

过去一年代币化大宗商品规模实现快速扩张。如今行业的核心问题已不再是代币化大宗商品能否持续发展，而是何时能成为散户与机构投资者共同认可的主流资产。

美联储,沃什,沃什提名听证会证词爆出：致力确保货币政策严格独立 金色财经,沃什明确表态：货币政策独立性至关重要

Hermes Agent未来发展路径清晰，将沿着技术完善、生态扩容、场景深化、产业普及四大方向演进，持续拓宽通用Agent价值边界。

Aave治理机制已全面禁用V3与V4版本中的rsETH市场。然而此举已属事后补救，在摆脱此次严重漏洞事件之前，协议仍须处理其数亿美元规模的未偿坏账。