omi

The Chief Information Security Officer of Slow Fog, 23pds, disclosed on platform X that node-ipc has been compromised again. The released three malicious versions of node-ipc (9.1.6, 9.2.3, 12.1) carry the same credential-stealing payload, with the package being downloaded over 10 million times per week.

USDC issuer Circle announced further deepening of its cooperation with Hyperliquid, becoming the technical deployment partner for USDC on Hyperliquid and positioning USDC as an Aligned Quote Asset. Hyperliquid, as a high-performance on-chain trading platform, is expanding from perpetual contracts to outcome-based markets, with USDC continuing to serve as the primary collateral and quote asset to support liquidity, collateral management, and cross-chain capital flows.Circle is responsible for providing reliable minting, redemption, and cross-chain transfer infrastructure, allowing USDC to play a more central role in new markets. Circle also announced an increase in financial investment in the Hyperliquid ecosystem: following the initial purchase of HYPE tokens in September 2025, it has staked an additional 500,000 HYPE tokens, further aligning the interests of both parties and moving towards becoming a validator.

The Gate Research Institute recently released the "April 2026 Cryptocurrency Market Review" report, which pointed out that the cryptocurrency market in April showed an overall upward trend, with total market capitalization significantly rising compared to March. The trading volume of BTC and ETH ETFs remained high and volatile. The report indicates that the activity levels of major public chain ecosystems continue to diverge. Solana's daily trading volume remained in the range of approximately 90 million to 110 million transactions, continuing to lead.In terms of hot sectors, the report noted that Pokemon TCG RWA has become one of the fastest-growing sub-sectors of on-chain RWA and entered a secondary explosion phase in April. Major trading platforms saw monthly trading volumes exceed 220 million USD, with weekly revenue nearing 6 million USD at one point, setting a new historical high. Meanwhile, Aave experienced the most severe liquidity shock in its history in April, with TVL outflows reaching hundreds of billions of dollars within days, and net outflows for the month exceeding 9 billion USD.Regarding financing and security incidents, the Web3 industry completed a total of 51 financing rounds in April, with a total amount of approximately 834 million USD, with funds further concentrating in leading finance and infrastructure sectors. Among them, Payward topped the monthly financing with 200 million USD. On the security front, Web3 security incidents in April resulted in losses of approximately 306 million USD, a month-on-month increase of about 858%, primarily driven by a single cross-chain infrastructure attack incident involving Kelp DAO, which amounted to about 293 million USD. The report believes that against the backdrop of a market recovery, on-chain activity and capital liquidity are improving simultaneously, but the security risks of cross-chain infrastructure and high-leverage protocols still warrant ongoing attention.

The Gate Research Institute recently released the report "April 2026 Cryptocurrency Market Review," indicating that the cryptocurrency market in April showed an overall upward trend, with total market capitalization significantly higher than in March, and BTC and ETH ETF trading volumes maintaining high volatility. The report shows that the activity levels of major public chain ecosystems continue to diverge. Solana's daily trading volume remains in the range of approximately 90 million to 110 million transactions, continuing to lead.In terms of hot sectors, the report points out that Pokemon TCG RWA has become one of the fastest-growing sub-sectors of on-chain RWA and entered a secondary explosion phase in April. Major trading platforms saw monthly trading volumes exceed 220 million USD, with weekly revenue nearing 6 million USD at one point, setting a new historical high. Meanwhile, Aave experienced the most severe liquidity shock in its history in April, with TVL outflows reaching hundreds of billions of dollars within a few days, and net outflows for the entire month exceeding 9 billion USD.Regarding financing and security incidents, the Web3 industry completed a total of 51 financing rounds in April, with a total amount of approximately 834 million USD, with funds further concentrating in leading finance and infrastructure sectors. Among them, Payward ranked first for the month with 200 million USD in financing.On the security front, Web3 security incidents in April resulted in losses of approximately 306 million USD, a month-on-month increase of about 858%, primarily driven by a cross-chain infrastructure attack incident involving Kelp DAO, which amounted to about 293 million USD. The report believes that against the backdrop of market recovery, on-chain activity and capital liquidity have both increased, but the security risks of cross-chain infrastructure and high-leverage protocols still warrant ongoing attention.

According to Jinshi reports, Mitsubishi UFJ analysts stated in a report that the dollar may strengthen further in the coming days and weeks, potentially rising in sync with U.S. Treasury yields. If there is no resolution to the Iran conflict and the Strait of Hormuz remains closed, this trend will become more pronounced. Analysts pointed out that the current market enthusiasm surrounding artificial intelligence is an important support against the risk of a stock market correction, and once the stock market adjusts, it usually benefits the dollar.

Crypto journalist Eleanor Terrett disclosed on the X platform that since last Friday, members of the American Bankers Association have sent over 8,000 letters to Senate offices urging lawmakers to amend the stablecoin revenue compromise proposal. Sources say this does not include additional phone lobbying activities.

The cryptocurrency research institution Delphi Digital released the latest report "How Far Can Saylor Stretch It," which systematically analyzes the Bitcoin (BTC) funding expansion mechanism of Strategy, pointing out that its financing structure is transitioning from "low-cost accumulation" to the "diminishing marginal efficiency" stage. The report shows that in the current asset accumulation system centered around Bitcoin, STRC has become the core financing tool for Strategy's continuous purchase of BTC. Initially, it relied on a significant premium in MSTR's stock price (mNAV far exceeding BTC's net value) to achieve a positive cycle of "issuance leads to accumulation," but as the valuation has fallen back to about 1.24 times the EV-based mNAV, the BTC per share enhancement effect from common stock issuance is nearing breakeven.At the same time, while convertible bond tools have played an important role historically, they have accumulated about $8.2 billion in principal and will face concentrated repayment pressure after September 2027, putting long-term sustainability of the financing structure under pressure. STRC provides a continuous financing source for Strategy by offering approximately 11.5% annualized monthly dividends to income-oriented investors, to maintain the pace of BTC purchases. However, this mechanism also introduces ongoing cash flow obligations, meaning that each round of financing increases BTC assets while simultaneously accumulating future dividend burdens.The report emphasizes key risk scenarios: if BTC prices remain stagnant and MSTR's premium fails to recover, then the "STRC financing purchase gain" may be gradually offset by "common stock dilution and dividend obligations." Although the company's approximately $2.25 billion cash reserves can cover about $1 billion in redemption pressure in 2027, larger-scale debt and dividend structures in 2028 still need to be addressed. Additionally, the current authorized issuance limit of about $28.3 billion for STRC becomes a critical constraint point. Once the limit is reached, the ability to purchase new BTC may slow down, but existing dividend obligations will continue to exist, thus altering the overall BTC per share dynamic growth path.

According to data released by Binance Research, currently 28% of Binance users allocate at least half of their investment portfolio to stablecoins, a significant increase from 4% in 2020; in emerging markets, this proportion is as high as 36%.

Aptos announced that after the governance vote passes, it will become the first Layer 1 public chain to provide a native encrypted mempool. This feature achieves complete confidentiality of transaction intentions, does not affect transaction speed, and aligns the trust assumptions with the network itself, aiming to protect users from frontrunning at the protocol level.

a16z Crypto published an article explaining the investment logic behind Arc, pointing out that stablecoins have evolved from tools for crypto trading to a core layer of global financial infrastructure, driving the upgrade of blockchain from "application layer finance" to "system-level economic operating systems."The trading volume of stablecoins reached approximately $9 trillion last year, placing them on the same scale as global payment networks like Visa and PayPal. The total supply of US dollar stablecoins has also exceeded $270 billion, with cross-border payments, B2B settlements, and foreign exchange trading becoming the core use cases for stablecoins, gradually making them the "upgrade layer for global capital flows."a16z Crypto stated that the existing blockchain infrastructure is still primarily aimed at crypto-native users and individual developers, lacking native support for large institutional-level demands. The reason for participating in the ecosystem construction related to ARC tokens is mainly due to the gradual on-chain transition of global finance; in the future, only a few public chains will be able to support the "on-chain economic system foundation."

According to Bloomberg, on the eve of the Senate Banking Committee's upcoming review of the digital asset bill, banking groups are proposing last-minute modifications to the compromise on stablecoin yields, aiming to completely ban stablecoin issuers from offering any form of rewards, rather than the previously allowed model of "users receiving rewards when actively using stablecoins."Six banking lobbying groups, including the American Bankers Association, stated in a letter that the exception clause in the senators' compromise would "harm deposits." The crypto industry quickly countered, with Coinbase Chief Legal Officer Paul Grewal stating on the X platform that the banking industry's proposal is not a "narrow adjustment," but rather aims to "stifle competition." Senators Angela Alsobrooks and Thom Tillis, who previously facilitated the compromise, issued a joint statement disagreeing with the banking industry's position, emphasizing that the compromise also allows crypto companies to offer other forms of customer rewards, and most importantly, provides a bipartisan path for the passage of the CLARITY Act.

Michael Saylor stated in an interview that one of the trends he is currently most optimistic about is the integration of BTC with the DeFi ecosystem. He mentioned that yield-bearing tokens based on STRC have recently grown rapidly, with some protocols' TVL even expanding at a rate of $1 million per hour.Saylor indicated that there are currently DeFi protocols utilizing STRC to construct yield-bearing products with returns of 8% to 11%, and further amplifying returns through 3x to 5x leveraged cycles. He expects the yield-bearing token market to develop into a new industry worth billions of dollars in the coming months. Additionally, he revealed that the current Sharpe ratio of STRC has reached 2.5, which he claims is higher than most traditional credit products, stocks, and hedge fund strategies.Saylor stated, "When you have high Sharpe ratio assets, tokenization and leveraging will create a whole new digital financial structure."

Trump Media & Technology Group (TMTG) announced its Q1 2026 financial report, with a net loss of $405.9 million, of which unrealized losses from digital assets and equity securities amounted to $368.7 million, accounting for the vast majority of the total loss. According to CoinGecko data, TMTG's cryptocurrency asset portfolio is currently valued at $821.9 million, with a cost basis of $1.24 billion, resulting in an overall unrealized loss of approximately $423 million.The asset portfolio holds 9,542 BTC (valued at $767 million, average price $118,529) and 756 million CRO (valued at $54 million). In Q1, Bitcoin fell by about 22%, marking the worst quarterly performance since 2018. On the operational side, Truth Social generated only $900,000 in revenue, but operating cash flow reached $17.9 million, marking the fourth consecutive quarter of positive cash flow. The company's total assets reached $2.2 billion, nearly tripling from $759 million in the same period last year.

DeepSeek's financing negotiations with Alibaba have broken down. DeepSeek launched a massive financing round, attracting major companies like Tencent and Alibaba to participate, but the two sides ultimately failed to reach an agreement. The core conflict lies in Alibaba's desire to strengthen its AI ecosystem through investment, while DeepSeek, as an independent model company, insists on minimizing binding terms and maintaining technological independence, unwilling to accept excessive ecosystem ties.DeepSeek founder Liang Wenfeng has long rejected external equity financing. Although this time he has opened the door for the first time, his bottom line remains unchanged, with the most emphasis on offers with "the least additional conditions." DeepSeek's current financing round is valued at approximately 300 billion RMB (about 45 billion USD), with the fundraising focus on supplementing computing power and R&D funds, while also providing a market valuation anchor for employees to retain talent. Tencent had proposed to subscribe for up to 20% of the shares, but this was politely declined by DeepSeek as they did not want to relinquish a large proportion of control. Ultimately, the China National Investment Fund and others may lead the investment, with relatively loose terms that align more closely with DeepSeek's technological idealism.

According to a report by The Block, the crypto security firm CertiK released a report today indicating that in the first four months of 2026, there have been 34 confirmed cases of crypto "ransom attacks" globally (i.e., offline physical assaults and extortion targeting crypto asset holders), an increase of 41% compared to the same period in 2025, with total losses for victims amounting to approximately $101 million. If the trend continues, the total number of incidents for the year is expected to reach around 130, with losses potentially soaring to hundreds of millions of dollars.In terms of geographical distribution, out of the 34 incidents, 28 (82%) occurred in Europe, with France being particularly notable, having recorded 24 incidents in just the first four months of 2026, surpassing the total of 20 incidents for the entire year of 2025. CertiK attributes this to France's hosting of flagship crypto companies like Ledger and Binance, frequent data breaches, and a prevalent culture of "showing off wealth and doxxing" within the community. In contrast, the number of reported incidents in the United States dropped from 9 in 2025 to 3 in the first quarter, while Asia saw a decrease from 25 to 2.Regarding attack patterns, CertiK pointed out that criminal groups have shifted to a "data-driven targeting" model, reducing the need for on-site reconnaissance by purchasing victims' names, addresses, and asset information from data intermediaries. This year, over half of the incidents involved threats or direct harm to victims' family members (spouses, children, elderly parents) as a means of exerting pressure. In terms of execution, small groups of 3 to 5 individuals typically operate through

LayerZero Labs posted on the X platform that the internal RPC used by LayerZero Labs was attacked by the Lazarus Group in the past three weeks, resulting in the compromise of the true source of its DVN (Decentralized Verification Network), while external RPC providers faced DDOS attacks. This incident affected 0.14% of applications and approximately 0.36% of asset value.LayerZero Labs stated that asset security is currently intact, and since April 19, over $9 billion in funds have been completed across chains through the protocol. In response to security risks, LayerZero Labs has stopped providing services for its DVN in a 1/1 configuration, and all default configurations for channels will be migrated to at least a 3/3 or 5/5 multi-DVN mode.Additionally, in response to an incident three years ago where multi-signature holders mistakenly used hardware wallets for personal transactions, LayerZero Labs has removed that signer and changed wallets, while also developing a OneSig custom multi-signature system. LayerZero Labs recommends that developers lock configurations to avoid relying on default settings and plans to launch an asset management platform Console to enhance security monitoring.

After the U.S. Senate reached a compromise on the issue of stablecoin yields, expectations for the advancement of the cryptocurrency market structure bill have significantly improved. Industry insiders say this progress has "significantly boosted market sentiment," and the Senate Banking Committee may advance the review and vote next week.Previously, the probability of the bill passing was only about 20%–30%, but expectations have now risen to about 60%. However, ethical issues surrounding Donald Trump and his connections to cryptocurrency businesses are still seen as a key obstacle. The bill aims to establish a comprehensive regulatory framework at the federal level for the first time and delineate the regulatory authority between the SEC and CFTC.

The MegaETH Foundation announced that the MEGA token buyback plan has officially launched, and the first MEGA buyback has been completed, using funds from all net earnings generated by the issuer of USDm as of the end of April.The official emphasized that USDm is not issued or operated by the MegaETH Foundation or MegaLabs. The current supply of USDm is approximately $480 million, and future MEGA buybacks will be executed using a programmatic mechanism as much as possible, running automatically based on preset rules, rather than being timed by the foundation. The scale of funds available for each subsequent buyback is not fixed and will be influenced by changes in the supply of USDm and the yield of underlying reserve assets.