Morgan Stanley's recent entry into the U.S. spot Bitcoin ETF market is seen by some observers as a potential catalyst to end the current crypto bear market, due to the firm's extensive $8 trillion wealth advisor network. According to ChainCatcher, Blockstream CEO and early Bitcoin community contributor Adam Back expressed skepticism about the immediate impact of this development. Back, who was recently speculated by The New York Times to be Bitcoin's anonymous founder Satoshi Nakamoto—a claim he denies—emphasized that while the Bitcoin ETF represents a significant market signal, its influence may unfold more slowly than anticipated. He noted that institutional adoption tends to be gradual, and although ETFs have been purchased, fund managers have yet to allocate the suggested 2% to 4% in general stock portfolios, as advised by BlackRock. Back explained that the process of building positions might take a year or even 18 months, as investors are unlikely to rush in overnight. He also highlighted the importance of considering Bitcoin's four-year halving cycle, which could still lead to price declines despite some commentators suggesting the cycle is breaking. The expectation of the cycle's occurrence often leads to selling, reinforcing its impact. Regarding recent discussions on the potential threat of quantum computing advancements to Bitcoin cryptography, Back noted that institutions are more systematic in risk management, focusing on tail risks, while retail investors view it as a distant future concern.

A QNT reserve pool has been attacked, resulting in the loss of 1,988.5 QNT tokens, according to Odaily. The attack stemmed from a design flaw in the EIP-7702 account, where the pool's administrator identity was held by an address that delegated its code to the BatchExecutor contract. The BatchExecutor authorized the BatchCall contract as a caller without permission control, and the BatchCall.batch function lacked permission checks. This allowed the attacker to exploit the vulnerability and extract tokens from the pool.

据官方公告，BitMart 合约将于 2026 年 4 月 29 日 14:00（UTC+8）分别上线 PROSUSDT、CRDOUSDT、APLDUSDT 永续合约，支持最高 20 倍杠杆。

据 SlowMist 监测，由于 EIP-7702 账户存在设计缺陷，某 QNT 储备池遭受攻击，损失 1988.5 枚 QNT，价值约 54.93 枚 ETH。攻击根源在于该储备池的管理员身份由地址持有，该地址通过 EIP-7702 将其代码委托给 BatchExecutor 合约。由于 BatchExecutor 授权了无权限控制的 BatchCall 合约作为调用者，且 BatchCall.batch 函数缺乏权限检查，导致攻击者利用任意调用漏洞提取了池内代币。

Mojtaba Ferdowsipour has stated that any U.S. efforts to impose a maritime blockade on Iran would be ineffective. According to NS3.AI, Ferdowsipour emphasized that Iran has the capability to circumvent such blockades by utilizing its land borders with neighboring countries.

Ethereum's price fluctuations could lead to substantial liquidations on major centralized exchanges. According to ChainCatcher, data from Coinglass indicates that if Ethereum's price falls below $2,197, the cumulative liquidation of long positions could reach $929 million. Conversely, if Ethereum surpasses $2,407, the liquidation of short positions could total $605 million.

Odaily Seer 先知频道监测显示， Polymarket 上新“2026 年是否会有其他国家退出 OPEC”，目前“是”的概率为 36%。该事件合约规则为：截至海湾标准时间 2026 年 12 月 31 日晚上 11:59，有其他 OPEC 成员国正式宣布退出，则该市场将判定为“是”，否则该市场将判定为“否”，非正式声明、匿名消息来源的声明或泄露信息均无效，该市场的主要决策依据是相关政府的官方信息，但也会参考其他可信报道的共识。阿联酋此前已宣布自 5 月 1 日起退出 OPEC 和 OPEC+，作为 OPEC 长期成员国，阿联酋出人意料地宣布退出可能导致该组织陷入混乱并削弱其影响力。分析认为，阿联酋退出 OPEC 对特朗普而言或是一大胜利，他曾指责该组织通过抬高油价“敲诈世界其他地区”。Odaily Seer 先知频道持续关注预测市场，在定价之前，看见变化。

Adam Back has highlighted the increasing institutional demand for Bitcoin via U.S. spot Bitcoin ETFs. According to NS3.AI, Back noted that while interest is growing, widespread adoption might take a year to 18 months rather than happening swiftly. He referenced Morgan Stanley's recent entry into ETF distribution and observed that many fund managers have yet to implement BlackRock's recommended 2%–4% portfolio allocation for Bitcoin.

根据 SoSoValue 数据，昨日（美东时间 4 月 28 日）比特币现货 ETF 总净流出 8967.54 万美元。昨日单日净流入最多的比特币现货 ETF 为 Ark Invest 和 21Shares 的 ETF ARKB，单日净流入为 4120.21 万美元，目前 ARKB 历史总净流入达 16.08 亿美元。昨日单日净流出最多的比特币现货 ETF 为贝莱德 (Blackrock） ETF IBIT，单日净流出为 1.12 亿美元，目前 IBIT 历史总净流入达 7811.80 万美元。截至发稿前，比特币现货 ETF 总资产净值为 1003.90 亿美元，ETF 净资产比率（市值较比特币总市值占比）达 6.56%，历史累计净流入已达 582.11 亿美元。

根据 SoSoValue 数据，昨日（美东时间 4 月 28 日）以太坊现货 ETF 总净流出 2180.19 万美元。昨日单日净流出最多的以太坊现货 ETF 为贝莱德（Blackrock） ETF ETHA，单日净流出为 1316.97 万美元，目前 ETHA 历史总净流出达 5564.20 万美元。其次为灰度（Grayscale）以太坊信托 ETF ETHE，单日净流出为 691.49 万美元，目前 ETHE 历史总净流出达 52.54 亿美元。截至发稿前，以太坊现货 ETF 总资产净值为 135.71 亿美元，ETF 净资产比率（市值较以太坊总市值占比）达 4.9%，历史累计净流入已达 120.26 亿美元。

DeFi市场多年来层层叠加收益，沉溺于人为制造的高收益。那个时代已经落幕。如今，DeFi正将现实世界资产视作真正的动力基石，接入实体价值体系，开启全新发展篇章。

《GENIUS法案》的主要起草人之一、共和党参议员汤姆·蒂利斯威胁称，如果特朗普不立即终止其加密货币业务，他将摧毁自己亲手缔造的这项法案。

TON Tech 已在 Telegram 上推出人工智能代理，这些代理能够利用用户充值过的钱包进行转账、兑换和交易等链上操作。用户始终掌控资金，而代理会在设定的限额内自主操作，无需对每项操作逐一批准。

数字人民币与智能体（AI Agent）之间的关系并非单向的工具与使用者，而是双向赋能的价值共同体，是智能经济的双引擎。

近期比特币的上涨行情，很大程度上由Strategy通过发行永续优先股STRC募集资金持续买入推动。这一买入势头能否延续？

金色财经推出加密货币和区块链行业早报《金色早8点》3041期，为您提供最新、最快的数字货币和区块链行业新闻。

2026年4月加密货币市场表现、资金流动、仓位和主题。

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英伟达股价创新高，但年内涨幅明显落后半导体板块。机构认为，这种「落后」反而提供了新的买入窗口。

整个AI行业，在经过三年的突飞猛进后，已经褪去了早期的理想主义光环，进入了商业化的深水区。