adjustment

In response to recent community doubts about the Ethereum Foundation and the potential for a funding crisis, Grayscale Research Director Zach Pandl posted on the X platform, stating that in the long run, the current institutional adjustments being made by the Ethereum Foundation are positive for Ethereum for two main reasons: first, more development work will be transferred to commercial organizations, which can reduce the development responsibilities borne by the Foundation and may encourage more work to be driven by commercial entities, thereby improving the overall efficiency of the ecosystem; second, the structural adjustments help maintain Ethereum's core principles as a digital currency infrastructure, and a Foundation with clearer responsibilities and a more focused scope may be more beneficial in ensuring that Ethereum continues to adhere to the "CROPS" principles necessary for building a sound digital currency.If the Ethereum Foundation reduces its direct involvement in ecosystem development in the future and focuses on maintaining Ethereum's long-term core goals, it may help strengthen ETH's positioning as a decentralized digital asset infrastructure.

According to Jinshi reports, Bank of Japan Deputy Governor Shinichi Uchida stated that today's decision took into account the risk of needing to raise interest rates significantly if policy adjustments are delayed.

BIT released the latest weekly report "Will the FIFA World Cup Mark the End of the Bitcoin Bear Market?" The report believes that the current bear market trend of Bitcoin is largely consistent with its outlook for early February 2026. The previously predicted A-B-C correction structure has entered its final stage: after wave A falls to the range of $60,000 to $69,000, Bitcoin rebounds to the range of $80,000 to $90,000, peaking around $83,000 before the rebound momentum gradually weakens.BIT points out that the current Fear and Greed Index is approaching historically significant low levels, showing some similarity to the bottom structure of the 2022 bear market. It maintains the previous view that the summer trading lull during the 2026 World Cup may mark the final phase of this bear market for Bitcoin. The report states that it will focus on the key price range for the end of the bear market, the macro catalysts for the next bull market, and the trend reversal signals released by cyclical indicators. If the relevant framework holds, this market bottom may become one of the historically concentrated low point areas for Bitcoin, with relatively clear triggering conditions.

According to the latest weekly report from Gate Ventures, the market has shown a significant cooling of risk appetite under the influence of strong economic data and ongoing inflationary pressures, with global growth assets generally under pressure.The cryptocurrency market has also pulled back, with BTC down 14.4% for the week and ETH down 15.7%. The total market capitalization of cryptocurrencies has decreased by 12.5%, and market sentiment has dropped to the "extreme fear" range. In terms of capital flow, the spot BTC ETF saw a net outflow of $1.72 billion in a single week, setting a record for the largest weekly outflow in history; the spot ETH ETF experienced a net outflow of $168.2 million during the same period, indicating that institutional funds are becoming more cautious in the short term.In terms of industry development, Mastercard announced the expansion of stablecoin settlement applications in its global payment network, supporting various compliant stablecoins for round-the-clock settlements in payment scenarios, further promoting the integration of stablecoins into mainstream financial infrastructure.In terms of investment and financing, three financing transactions were disclosed last week, with the infrastructure sector continuing to dominate. Among them, the digital asset derivatives infrastructure project SignalPlus completed a $50 million financing, demonstrating that market funds are still focused on underlying infrastructure and long-term application scenario development.Overall, the market is temporarily disturbed by macro factors, but stablecoin payments and infrastructure development remain important directions for industry growth.

StarkWare announced on the X platform that the Starknet v0.14.3 version will go live on the mainnet this month, with the testnet launch scheduled for June 9 and the mainnet launch scheduled for June 22. The new version will support dynamic L2 Gas base fee adjustments based on STRK, improve block generation speed, reduce the target L2 Gas consumption per block while keeping the maximum block size unchanged, and deprecate RPC 0.8.Due to the significant changes included in this update, the official recommends that all developers carefully read the pre-release notes to prepare for compatibility and upgrades.

Yuga Labs CEO Michael Figge posted on the X platform that the team will make some adjustments to ApeCoin. Yuga Labs and ApeCo previously adopted a parallel coordination model due to unclear regulations, resulting in lower efficiency.As the regulatory environment changes, the team has decided to simplify the structure and eliminate the independent ApeCo leader role. ApeCo leader Cam will depart, and the core technology and BD teams of ApeChain will work directly with Yuga Labs, while other members will also leave, with the transition to be completed by June 5.

Famous trader and chart analyst Peter Brandt, who successfully predicted the Bitcoin crash in 2018, shows the SOL weekly chart and states that it has formed a 14-week rectangular pattern. "If it breaks down and continues the pattern, it will confirm a large head and shoulders target price of $43.7."

The U.S. Senate Banking Committee has released the first updated complete draft of the CLARITY Act since January of this year. The new draft has made significant adjustments in several key chapters.These include: a major rewrite of Chapter 1 concerning definitions, the authority of the U.S. Securities and Exchange Commission (SEC), and other content; the addition of insider trading provisions in Section 109; updating "joint control" to "coordinated control" in Chapter 2; rewriting Section 301 to further clarify the regulatory boundaries between DeFi and CeFi; updating Section 404 to incorporate the compromise proposal from Tillis and Alsobrooks; adjusting Section 505 to narrow the scope of SEC's authority limitations in the tokenization field; and restructuring the bankruptcy and insolvency framework in Sections 701 and 702. Additionally, Section 904 is a new addition, titled the "Build Now Act."Alex Thorn also pointed out that the protective provisions for developers in the Blockchain Regulatory Certainty Act in Section 604 remain largely intact, with only minor modifications that do not weaken its core protective content.

According to The Cryptonomist, Grayscale rebalanced two of its crypto funds after reviewing the first quarter of 2026. Among them, the DeFi fund added Ethena (ENA), giving it a weight of 13.59%, making it the fourth largest holding in the fund. The previous holding, Aerodrome Finance, has been removed. The current top four holdings in the fund are: Uniswap (35.22%), Aave (21.36%), Ondo (19.83%), Ethena (13.59%).The other Smart Contract fund did not introduce new assets but adjusted the proportions of its internal holdings. Ethereum remains the largest holding (30.14%), followed by Solana (29.69%) and Cardano (17.96%).

According to Jinshi reports, Fed's Logan stated that the next interest rate adjustment could be a rate cut or a rate hike.

The Humanity Foundation recently requested early investors to make a binary decision regarding the ownership plan for the $H token. On-chain monitoring data shows that the well-known market maker Jump Trading's associated address transferred 50 million $H to a centralized exchange on April 26, just before the deadline for investor responses.Further on-chain records indicate that Jump Trading began transferring $H tokens in batches starting from December 2025, with a cumulative processing scale measured in hundreds of millions. Trix Ventures subsequently released an on-chain analysis report, indicating that Jump Trading's actions, combined with the foundation's enforced binary decision plan, may trigger market participants to price in the unlocking event on June 25 in advance.

The Humanity Foundation has recently made significant adjustments to the $H token allocation plan, requiring investors to make a final choice between two options by April 26 at 09:00 UTC: one, extend the distribution, pushing the Cliff to September 25, 2026, and changing to equal distribution over 12 quarters; two, a 3:10 discounted immediate unlock, replacing the original 16,666,666 tokens with 5,000,000 $H (a 70% reduction), to be fully distributed on June 25, 2026.It is understood that the Humanity Foundation has sent adjustment notifications to over 100 investors. Early investment firm Trix Ventures has publicly disclosed its choice of the discounted immediate unlock.It is reported that this firm invested during the project's valuation phase of approximately $60 million, and even after the 3:10 discounted replacement, it can still achieve about 7 times return. Notably, the Humanity Protocol previously reached an in-depth cooperation with payment giant Mastercard, and the project's fundamentals have received endorsement from traditional financial institutions. The on-chain identity verification sector it belongs to is currently in its early market stage, but with the continuous expansion of AI-generated content and automated accounts, the demand for on-chain real identity verification is widely believed to grow exponentially, giving this sector long-term potential to become a leading project in the Web3 infrastructure field.The project is about to face a test of significant selling pressure from a one-time massive unlock, and whether it can grow explosively alongside the AI sector is crucial. Analysts point out that choosing the one-time unlock on June 25 is a safer decision. In the current market cycle, "certain liquidity" far outweighs paper numbers. The deferred plan extends the cycle to 3 years, with huge uncertainties regarding the protocol's survival and team stability.From a market structure perspective, June 25 faces obvious concentrated selling pressure risks: the Sablier contract release node is transparent on-chain, and quantitative and short-selling funds will precisely target this node; institutions may lock in profits by hedging in advance during the two-month window; market makers may withdraw buy depth in advance, causing the actual realization value to be less than 10% of the nominal value. Historically, large-scale concentrated unlocks of Starknet (STRK) and ApeCoin (APE) have triggered severe selling pressure, with the former dropping over 95% from its peak and the latter declining 77% within 7 months.

According to The Block, Yuga Labs announced a management adjustment, with co-founder and CEO Greg Solano transitioning to the role of chairman of the board, and current Chief Product Officer Michael Figge taking over as CEO; Figge joined the company in 2021 and began his duties a few weeks ago. This adjustment comes as the company continues to advance its metaverse project, Otherside.

According to Jinshi reports, ECB board member Müller stated that the possibility of an interest rate adjustment at the April meeting cannot be ruled out.

According to L2BEAT analysis, users of the Ethereum Layer 2 network Scroll were overcharged more than $50,000 in transaction fees within about four days last week. The reason is that the Scroll team manually adjusted two rate multipliers in their Gas price oracle six times within six days, increasing each by 2 to 10 times, cumulatively raising the L1 data cost parameter to 1,280 times the original benchmark.Approximately 139,000 affected transactions originally had a total cost of only about $280, but were actually charged over $50,000, with automated bots accounting for the vast majority. L2BEAT pointed out that the overcharging was not an issue with the sequencer, but rather stemmed from the team's multiplier adjustments executed through a multi-signature wallet. This incident has raised questions about whether Scroll had previously subsidized users with rates below cost to maintain activity. According to DeFiLlama data, Scroll currently has a TVL of only $24 million, down 96% from its peak of $585 million in October 2024. As of the time of publication, Scroll has not publicly responded.

According to the official announcement, in order to enhance market liquidity and trading experience, Binance will complete the adjustment of the minimum price fluctuation unit (TickSize) for multiple spot trading pairs on April 14, 2026, at 05:00 (UTC), involving ARKM/TRY, ARKM/USDC, ARKM/USDT, AUDIO/TRY, CELO/TRY, CELO/USDT, CHR/USDT, DYDX/TRY, DYDX/USDC, DYDX/USDT, EIGEN/FDUSD, EIGEN/TRY, EIGEN/USDC, EIGEN/USDT, HAEDAL/USDC, HAEDAL/USDT, IO/TRY, IO/USDC, IO/USDT, LINEA/USDC, LINEA/USDT, NIL/TRY, NIL/USDC, NIL/USDT, SAGA/FDUSD, SAGA/TRY, SAGA/USDC, SAGA/USDT, SEI/USDC, SEI/USDT, SXT/TRY, SXT/USDC, SXT/USDT, USDC/USDT, and other trading pairs.This adjustment will not affect spot trading and other related functions, but API users should pay attention to updates. Existing orders will be executed according to the original minimum fluctuation unit, and users are advised to adjust their trading bot settings accordingly.

According to Jinshi reports, European Central Bank Governing Council member Villeroy stated that the next key interest rate adjustment is very likely to be an increase.

According to Jinshi Data, the People's Bank of China Monetary Policy Committee held its first quarter meeting of 2026 (the 112th meeting) on March 26. The meeting analyzed the domestic and international economic and financial situation, noting that the current changes in the external environment have deepened, the momentum of the world economy is weak, geopolitical conflicts and trade conflicts are frequent, the economic performance of major economies is diverging, and there is uncertainty in inflation trends and monetary policy adjustments.China's economic operation is generally stable, with progress in stability and new achievements in high-quality development, but it still faces issues and challenges such as strong supply and weak demand, and external shocks. It is necessary to continue implementing a moderately loose monetary policy, increase counter-cyclical and cross-cyclical adjustments, better leverage the dual functions of monetary policy tools in terms of both total volume and structure, and strengthen the coordination and cooperation between monetary and fiscal policies to promote stable economic growth and a reasonable rebound in prices.