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GoPlus Security stated that a user fell victim to a typical address poisoning attack, mistakenly transferring 100,000 DAI to a fake address created by the attacker after copying a similar address from the transaction history.In this incident, the user had previously transferred 300,000 DAI to the target address, and the attacker subsequently sent 0.0003 DAI from a similarly structured address to lure the user into mistakenly selecting the wrong address for the second transfer.GoPlus Security reminds users not to copy addresses from transaction history, to verify the complete address before transferring, and to conduct a small test transfer before making large transactions.

According to Decrypt, Microsoft's threat intelligence department disclosed that attackers implanted malicious code into the Mistral AI package distributed through the PyPI platform. This malicious code automatically runs when developers use it on Linux systems, downloading a malicious file named transformers.pyz and executing it in the background, with the filename deliberately mimicking the widely used Hugging Face Transformers library to confuse users.Microsoft pointed out that this malware primarily steals developer login credentials and access tokens, and it avoids Russian systems. Some of the code can randomly delete device files located in Israel or Iran. This attack is related to the "Shai-Hulud" supply chain attack campaign that started in September. Mistral responded that investigations show the attack originated from compromised developer devices, and the company's infrastructure was not breached.

According to Jinshi reports, Federal Reserve's Goolsbee stated that he is optimistic about a significant decrease in interest rates, but progress needs to be made on inflation.

Bernstein reiterated its "Outperform" rating on Figure Technology Solutions (FIGR) and maintained a target price of $67, implying about a 72% upside from the current stock price of $38.97. Figure's Q1 2026 performance was strong: loan issuance reached $2.9 billion, a year-on-year increase of 113%; adjusted revenue was $167 million, a year-on-year increase of 92%, exceeding market expectations by 6%; adjusted EBITDA was $82.7 million, with a profit margin of about 50%, slightly above market expectations. However, the GAAP diluted EPS was $0.18, about 9% below expectations, primarily impacted by $26 million in equity incentive expenses.Bernstein's analysis suggests that this performance should reshape the market's perception of Figure, as it is not a traditional credit company, but rather a "tokenization-driven capital market platform," with core profits coming from network fees and operational leverage, and it maintains a pricing model based on a 25x EBITDA valuation for 2027. Additionally, the tokenization ecosystem continues to expand: the yield-bearing security token YLDS reached $598 million (up 80% quarter-on-quarter); the balance of stock lending products was $368 million (up 79%); and the small business loan segment contributed $6 million in revenue. Figure's current stock price is still not far from the 2025 IPO issue price of $36, but there remains a significant gap from the historical high of $78.

According to Jinshi reports, economist Anna Wong stated that the hiring performance in April was unexpectedly strong, but the unemployment rate rose. This combination suggests that the job growth rate needed to maintain a stable unemployment rate may be higher than the near-zero growth level previously estimated by the Federal Reserve. In the April employment report, the freight industry contributed more than half of the new jobs for the month, confirming the improvement signals released in recent PMI and regional Federal Reserve manufacturing surveys. Wong expects the Federal Reserve to likely keep interest rates unchanged until the fourth quarter, at which point, as the unemployment rate rises, a 50 basis point rate cut is anticipated.

According to Fortune, the AI agent platform Nova Intelligence announced the completion of a $31.5 million Series A funding round, led by Chemistry, with participation from Accel, Conviction, and SAP's venture capital arm SAP.io.The AI platform built by Nova is used to analyze, modernize, and generate custom code that operates the payroll, supply chain, and financial functions of Fortune 500 companies.

According to Jinshi reports, Federal Reserve's Goolsbee stated that the inflation situation in the service industry is not optimistic in the long term, and this is not caused by oil factors.

According to Jinshi reports, White House National Economic Council Director Hassett stated that if the European Central Bank and the Federal Reserve raise interest rates, it would be a policy mistake.

According to market news, attackers exploited a flawed EIP-7702 account to steal 1,988.5 QNT (approximately 54.93 ETH) from the QNT reserve pool. The root cause is that the reserve pool administrator EOA delegated the code to the BatchExecutor contract via EIP-7702, and this contract set the permissionless BatchCall contract as the authorized caller.Since the BatchCall.batch() function did not have any permission checks set, any external caller could invoke it, ultimately leading to the depletion of the reserve pool assets.

According to Jinshi reports, former Federal Reserve Vice Chairman and economist Roger Ferguson stated that the labor market is currently in a generally stable state, but inflation remains high at 3%, and much work still needs to be done. He expects the Federal Reserve to temporarily hold its position and observe the development of the situation. Goldman Sachs economist David Mericle also expects that the statement after the Federal Reserve meeting will acknowledge the improvement in the job market and the rise in inflation, but the policy guidance will remain unchanged, with most expecting to maintain interest rates.

According to Jinshi reports, Bridgewater founder Ray Dalio stated on April 27 local time that inflationary pressures continue to accumulate alongside slowing economic growth, and policymakers must remain cautious. He pointed out that the U.S. economy is undoubtedly in a stagflation period and warned that if Kevin Warsh, who is about to take over as Federal Reserve Chairman, chooses to cut interest rates, it will lead to a decision-making error.

According to Jinshi News, Asian stock markets are expected to perform weakly when they open on Tuesday, as investors turn their attention to the earnings reports of U.S. tech giants with a total market capitalization of nearly $16 trillion. Walter Todd, president and chief investment officer of Greenwood Capital Associates, stated that the U.S. stock market has rebounded to historical highs, seemingly ignoring the ongoing geopolitical risks, mainly due to upward revisions in earnings expectations and improved market sentiment. He warned that any cracks in optimistic expectations could pose significant risks to market trends.

According to Caixin, Kenneth Rogoff, former chief economist of the International Monetary Fund (IMF), warned that the Trump administration's push for financial deregulation, particularly the relaxation of bank capital requirements and regulatory transparency, is significantly increasing the risk of a systemic financial crisis in the United States in the future.Kenneth Rogoff pointed out that one of the important reasons supporting the relaxation of regulations is to allow traditional banks to maintain innovation and market competitiveness in the competition with cryptocurrencies, especially stablecoins pegged to the dollar. If cryptocurrency regulations are relaxed simultaneously, combined with the deregulation of the traditional financial system, it could trigger a "double deregulation" risk, ultimately leading to systemic collapse. Although a comprehensive banking crisis may not erupt in the short term, the risks have clearly increased, and the regulatory balance between stablecoins and the traditional banking system is becoming a key hidden danger.

The newly appointed chief economist of New Fire Group, Fu Peng, stated on Twitter that the underlying business model of Bitcoin perpetual contracts is essentially the same as the "rollover fee/overnight fee" in traditional finance's gold and industrial commodity spot exchanges.Fu Peng pointed out that back in the day, gold exchanges settled through daily forced liquidation, with longs and shorts paying each other rollover fees. When retail investors held a large number of high-leverage long positions, the rollover fee became the most stable and hidden source of income for the platform. Nowadays, Bitcoin spot platforms mainly rely on perpetual contracts, with both sides settling the funding rate every 8 hours. When longs dominate, retail investors holding long positions continuously pay funding rates to shorts.Although the platform does not directly collect this fee, it significantly enhances trading activity, open interest, and liquidity, indirectly generating a large amount of fee income and forming a stable and substantial cash flow. Essentially, it is a business model where large players/institutions "collect rent" from long-term holdings, retail investors pay for leverage to go long, and the platform indirectly takes a cut.

Circle Chief Economist Gordon Liao submitted a governance discussion proposal for Aave, suggesting adjustments to the USDC interest rate parameters of the Aave v3 Ethereum core market to address the high utilization and liquidity strain that persisted for several days following the KelpDAO rsETH event.The proposal suggests raising the "Slope 2" to 40% initially, with a target of 50%, while lowering the optimal utilization rate to attract more USDC deposits. Some members of the Aave community believe that higher borrowing costs may exacerbate the liquidation risk for borrowers. Data shows that Aave's current total locked value is approximately $15.3 billion.

Liquid Capital founder Jack Yi stated on the X platform: "In the past, the wave of crypto VC and project disappearances had a core reason, which is that the financing funds were mostly consumed on: maintaining teams to develop useless web3 products. The biggest misconception is benchmarking against web2 products. Essentially, web3 is a financial industry and does not need to replicate web2 products. The most successful companies in the past crypto industry have all been financial products, from stablecoins and exchanges to successful companies in payments.Now that the AI era has arrived, first, there is no need for large financing to recruit teams, and second, AI + finance presents new opportunities. We believe that excellent founders with a few elites can achieve top-tier companies, which is currently the biggest opportunity in primary investment."

According to Jinshi reports, a Reuters survey shows that among 103 economists, 71 expect the Federal Reserve to cut interest rates at least once this year.

Dragonfly Capital partner Haseeb tweeted that despite recent issues such as bad debts with AAVE, he remains optimistic about the long-term development of DeFi.Haseeb pointed out that the DeFi industry learns and progresses through repeated failures. Whether it was the collapse of Terra, the failed auction on Black Friday in 2020, or the stETH de-pegging incident in 2022, DeFi has repeatedly faced setbacks, but it becomes stronger after each failure. This is no different from TradFi—traditional finance has also experienced multiple failures, such as the 2008 banking crisis, the lending crisis, and the savings and loan crisis of the 1980s.The core of DeFi is risk aversion and resilience. Even with some bad debts like those of AAVE, the protocol has enough equity to cover the losses, and these failures are not fatal. He emphasized that DeFi will not disappear, and the intense discussions around how to improve DeFi are part of its ongoing progress. He is bullish on DeFi and on this community.

Fu Peng, the former chief economist of Northeast Securities, has officially joined the Hong Kong-listed company New Fire Group as the chief economist. New Fire Group has confirmed this news.