Key TakeawaysWTI crude oil surged more than 5% intraday on April 29 to $106.58 per barrelBrent crude broke through $109.10 per barrel for the first time since March 23, rising 4.90% on the dayThe continued oil price surge keeps inflation expectations elevated and poses a direct headwind for risk assets including BitcoinOil prices extended their sharp rally on April 29, with WTI crude surging more than 5% intraday to $106.58 per barrel and Brent crude breaking above $109.10 -- its highest level since March 23 -- as the Strait of Hormuz standoff showed no signs of resolution and supply concerns continued to build.The moves represent a significant escalation from the already-elevated price environment that has persisted since the Iran conflict began in late February, when WTI was trading below $70 per barrel. The latest surge marks a more than 50% increase in crude prices since the outbreak of hostilities, a move that is feeding directly into global inflation expectations and central bank policy calculus.The timing is particularly significant for financial markets. The Federal Reserve concludes its two-day policy meeting Wednesday, and the renewed oil spike complicates the already difficult balance between slowing growth and persistent inflation that policymakers must address in their statement. Any signal of a more prolonged hold on rates -- amplified by a fresh energy price shock -- could add further pressure to Bitcoin and risk assets already navigating a rejection from the $79,000--$80,000 resistance zone.

Blockworks has successfully raised an undisclosed amount in its Series A funding round, achieving a valuation of $192 million. According to NS3.AI, the company plans to utilize the newly acquired capital to pursue acquisitions and enhance its data and research infrastructure, specifically targeting on-chain asset investors.

Israeli Prime Minister Benjamin Netanyahu will not be traveling to Washington next week, as confirmed by the Israeli Prime Minister's Office. According to NS3.AI, the cancellation comes amid ongoing discussions and developments in Israeli-U.S. relations. The decision has sparked various speculations regarding diplomatic engagements and future meetings between the two nations. Further details on the reasons behind the cancellation have not been disclosed.

The Iranian currency, the rial, has reached a historic low against the US dollar, with the exchange rate surpassing 1 USD to 1.81 million rials. According to Odaily, the rial's value accelerated its decline, dropping more than 230,000 rials since the downward trend began two days ago.

The Ethereum Foundation has announced a funding allocation of approximately $9.86 million for the first quarter of 2026 through its Ecosystem Support Program. According to Foresight News, the funds will be directed towards projects in various fields, with a focus on protocol development, security, and zero-knowledge proof infrastructure. The funding will support clients and development tools such as EthereumJS, Lighthouse, Erigon, and Besu, as well as data and dashboard projects like L2BEAT and Pectra for post-state monitoring. Privacy-focused initiatives, including Kohaku, Tor integration, and RPC load balancing, will also receive support, alongside cryptanalysis projects like the Poseidon series and zkVM formal verification research. Additionally, the foundation will fund strategic forums in Hong Kong, developer events, and policy research institutions to foster global dialogue on Ethereum's ecosystem and regulatory discussions.

Key Takeaways Silicon Motion Technology surged more than 32% after first-quarter results exceeded expectations, hitting a new highSeagate Technology rose more than 15%, also reaching a new highWestern Digital gained nearly 10%, SanDisk rose nearly 7%, and Micron Technology added nearly 4%The broad-based rally signals renewed institutional appetite for data storage and semiconductor infrastructure plays US-listed storage stocks surged across the board on April 29, led by Silicon Motion Technology's 32%-plus gain after the company reported first-quarter results that beat market expectations, triggering a sector-wide rally that lifted peers to multi-month highs. Seagate Technology was the second-biggest mover, rising more than 15% to hit its own new high alongside Silicon Motion. Western Digital followed with a nearly 10% gain, while SanDisk added nearly 7% and Micron Technology rose approximately 4%. The broad-based nature of the rally suggests the Silicon Motion beat was interpreted by markets as a positive read-across for the entire storage sector rather than a company-specific event -- a signal that demand for data storage infrastructure remains robust despite the uncertain macro environment. For crypto markets, the storage stock surge carries indirect relevance. Strong performance in semiconductor and storage infrastructure plays reflects sustained demand for AI compute and data center buildout -- a backdrop that has historically supported risk appetite across tech-adjacent assets including Bitcoin and AI-related crypto tokens.

欧洲金融巨头法国巴黎银行（BNP Paribas）在最新季度展望中，对全球经济前景发出严峻预警，认为包括油价达到每桶 200 美元等三种潜在情景可能使全球经济陷入衰退。伊朗战争已对全球经济造成明显冲击，但尚未使其彻底脱轨。相比年初预期，全球 GDP 增速将放缓、通胀持续高企，各国央行也将维持更鹰派的货币政策。当前油价上涨势头迅猛，美、布两油持续走高，WTI 原油日内涨幅一度扩大至 5%，布伦特原油触及 109 美元/桶，为 3 月 23 日以来首次，因伊朗威胁就美方海上封锁做出“前所未有”的军事反击，而白宫官员称特朗普与石油公司讨论了在必要时将伊朗封锁措施持续数月的计划。法巴银行指出，除油价飙升至 200 美元外，还有两大可能触发全球衰退的相关因素。且三者在冲突长期化的情况下，大概率同时发生、相互强化。第一个风险是中东能源供应中断，加剧全球供应链瓶颈。霍尔木兹海峡航运受阻，导致全球能源及关键零部件运输不畅，部分物资可能被迫限量供应。第二个风险是通胀高企，倒逼各国央行收紧货币政策。持续的货币紧缩，将进一步抑制经济活动，放大衰退风险。

Solana 生态多签协议 Squads 宣布完成 1800 万美元战略融资，Solana Ventures 领投，Coinbase Ventures、Haun Ventures、L1D 等参投，截至目前其累计融资规模达到 4290 万美元。据悉，Squads 旗下稳定币支付平台 Altitude 允许企业通过自托管钱包以稳定币形式进行 24/7 全球支付结算，并通过合规与风控体系接入全球支付网络。（The Block）

Key Takeaways Standard Chartered says DeFi was "bent, not broken" by the $292 million KelpDAO exploit on April 18, which triggered a bank-run dynamic at AAVE with deposits falling 38% and active loans dropping 31%A $300 million industry backstop led by AAVE and a coalition of DeFi firms helped stabilize the system, with yields normalizing and deposits recoveringStandard Chartered maintained its forecast that tokenized real-world assets will reach a $2 trillion market cap by end-2028, up from $35 billion in October 2025AAVE's V4 upgrade and the forthcoming Ethereum Economic Zone aim to reduce cross-chain bridge dependency -- a primary attack vector in the KelpDAO exploitJPMorgan said hacks and stagnant capital levels continue to weigh on DeFi's institutional appeal, citing a $20 billion hit from the KelpDAO incident The $292 million exploit on KelpDAO on April 18 sent shockwaves through decentralized finance, triggering contagion at AAVE and exposing the systemic vulnerabilities of interconnected blockchain infrastructure -- but Standard Chartered argues the sector's response demonstrated a new level of institutional maturity that leaves its long-term outlook intact. In a Wednesday research report, Geoff Kendrick, head of digital assets research at Standard Chartered, described DeFi as having been "bent, not broken" by the attack, and maintained the bank's projection that tokenized real-world assets will reach a $2 trillion market cap by end-2028. "We still project that tokenised real-world assets will reach a market cap of $2 trillion by end-2028, up from $35 billion in October 2025," Kendrick wrote. How the Contagion Spread The KelpDAO exploit triggered a cascading effect that extended well beyond the initial hack. Stolen tokens were used as collateral on AAVE, the largest DeFi lending protocol, to borrow other assets -- a mechanism that rapidly spread the damage across the ecosystem. The resulting liquidity crunch saw AAVE deposits fall by approximately 38% and active loans drop by 31% in what Standard Chartered described as a bank-run dynamic, as users rushed to withdraw capital amid uncertainty about exposure and solvency. The episode highlighted the amplifying risks inherent in DeFi's interconnected architecture. Cross-chain bridges -- while expanding functionality across blockchain networks -- widen the attack surface significantly, and have accounted for billions in aggregate losses due to complex designs, shared validation systems, and intricate cross-chain mechanics that create multiple potential failure points. Industry Backstop Stabilizes the System AAVE and a coalition of DeFi firms moved rapidly to contain the damage, committing more than $300 million to stabilize the protocol. According to Standard Chartered's report, the intervention succeeded in normalizing conditions, with borrowing yields easing and deposits beginning to recover. The speed and scale of the industry response was cited as evidence of growing DeFi institutional maturity -- a sector capable of self-organizing a credible backstop without relying on centralized intermediaries or government intervention. Structural Upgrades Accelerated Standard Chartered noted that the incident is accelerating planned infrastructure improvements. AAVE's V4 protocol upgrade and the forthcoming Ethereum Economic Zone are both designed to reduce reliance on cross-chain bridges -- the primary attack vector in the KelpDAO exploit and a recurring vulnerability across major DeFi hacks. The upgrades represent a structural response to a structural weakness rather than a cosmetic patch. JPMorgan Takes a Harder Line Not all institutional observers share Standard Chartered's measured optimism. JPMorgan said the KelpDAO exploit and its broader market impact -- estimated at a $20 billion hit to DeFi capital levels -- underscore the persistent barriers to institutional adoption of decentralized finance. The bank highlighted hacks and stagnant capital formation as the two primary factors suppressing DeFi's appeal to regulated institutional participants, a more skeptical read of the sector's resilience than Standard Chartered's assessment. The divergence between the two Wall Street banks reflects a broader institutional debate about DeFi's trajectory -- one that will likely be resolved less by individual opinions than by whether the structural upgrades being accelerated by the KelpDAO aftermath can demonstrably reduce the frequency and scale of future exploits.

伊朗货币里亚尔兑美元汇率跌至历史新低，目前汇率已突破 1 美元兑 181 万里亚尔的水平。报道说，当天里亚尔兑美元汇率加速了自两天前开始的下跌趋势，下跌超过 23 万里亚尔。（新华社）

AI 加速时代，以太坊要回答的真正问题，已经远不是如何更快、更便宜。

香港证监会于2026年4月20日公布有关代币化证监会认可投资产品（以下简称代币化产品）在二级市场买卖的通函，为这类产品提供了一种新的交易渠道选择。

美联储是否仍愿意保留“下一步更可能降息”的政策暗示，还是开始承认风险已经转向双向。

这一时间窗口，也将是阿联酋调整节奏、全面增产的关键窗口。

在加密货币圈外的人尚未察觉时，金融基础设施的重建进程已经越过了临界点。

原以为这个疯狂的 AI 疯狂更新应该已经告一段落了，没想到上周才发完 V4 的 DeepSeek ，突然端出一个更大的惊喜。

A software founder’s account of a catastrophic failure is reigniting concerns about the risks of deploying AI in live environments, after an autonomous coding agent reportedly deleted an entire production database and its backups in just seconds.

KelpDAO,人工智能,AI 无法拯救人类的愚蠢：从 KelpDAO 2.92 亿美元事件 看区块链安全的真正盲区 金色财经,AI 审计解决不了的问题，需要人来解决。

A hacker claimed to have taken over 300,000 Polymarket user records and tried to sell them on the dark web. Polymarket denied any breach, saying the data is already public through its on-chain systems and tools.

「Bitcoin 2026」大会让比特币的机构时代迎来审视时刻，执法部门、ETF 基金、企业储备资产与链上自主托管理念在此激烈碰撞。