exit

Tin tức từ ChainCatcher, mô hình video lớn của Alibaba Wan 3 chính thức ra mắt, Nvidia đang đàm phán đầu tư với định giá trên 30 tỷ USD cho Perplexity.Xiaomi ra mắt bộ vi xử lý O3 sử dụng quy trình 3 nm, nhà sản xuất nhẫn thông minh Oura dự định IPO huy động tối đa 3 tỷ USD.

Tin tức từ ChainCatcher, theo báo cáo của The Information, NVIDIA đang thảo luận về việc đầu tư vào Perplexity với định giá hơn 30 tỷ USD và đang xem xét việc đạt được thỏa thuận cấp phép công nghệ.

According to BBX data, yesterday the intertwining news of traditional finance's entry into cryptocurrency and corporate reserve exits presented the following core dynamics:SoFi Technologies, Inc. (NASDAQ: $SOFI) announced through a BusinessWire official press release that its SoFiUSD stablecoin has officially opened to approximately 14.7 million members within the SoFi app, supporting buying, selling, holding, and conversion, becoming the first national bank in U.S. history to embed its own stablecoin within a banking app (the issuer is SoFi Bank, N.A., regulated by the OCC). SoFiUSD (on-chain code SOFID) is pegged 1:1 to the U.S. dollar and can be used on the Ethereum and Solana networks, with reserves backed by liquid assets and subject to regular independent CPA audits; in the coming weeks, tokenized deposits and 24/7 cross-border transfer functions will be launched, and an institutional trading channel will be opened in collaboration with Bullish exchange. SoFi CEO Anthony Noto stated, "Users no longer have to choose between blockchain technology and regulated bank products." The company's Q1 2026 crypto trading revenue reached $121.6 million, with a net income of approximately $852,000 after costs; SoFiUSD is not insured by FDIC or SIPC, does not constitute legal tender, and on-chain transactions are generally irreversible.Coinbase Global, Inc. (NASDAQ: $COIN) and the prediction market platform Kalshi announced that the two platforms have received approval from the CFTC to launch cryptocurrency perpetual contract products for U.S. customers, becoming the first exchanges approved to offer such products within the U.S.; this move by the CFTC officially brings perpetual contracts from a regulatory gray area into the federal derivatives legal framework, and a policy statement was released simultaneously, indicating that future applications for perpetual contracts in other asset classes will be reviewed on a case-by-case basis. In 2025, the global trading volume of cryptocurrency perpetual contracts reached $61.7 trillion (up 29% year-on-year, according to CryptoQuant data), and the U.S. previously lacked regulated domestic trading venues. This approval is expected to drive a significant amount of institutional and retail funds back from offshore platforms to compliant channels in the U.S., with several other exchanges expected to follow suit with applications.Sequans Communications S.A. (NASDAQ: $SQNS) CEO Georges Karam clearly announced during the recent Q1 2026 earnings call that the company has completely terminated its previously initiated Bitcoin treasury reserve strategy. The company began its cryptocurrency layout in June 2025, raising approximately $384 million through debt and equity financing, and quickly accumulated 3,000 BTC by the end of July 2025; however, the crypto market crash in October 2025 triggered the company to deleverage, selling 970 BTC in November 2025 and another 1,025 BTC in Q1 2026; as of now, it holds approximately 658 BTC (completely debt-free, worth about $46.8 million), and the company stated it will gradually liquidate over time, with all funds returning to its core chip business. Sequans is an IoT/5G semiconductor company, and this case is one of the most significant "failed corporate Bitcoin reserve strategy cases" in 2026.

According to BBX data, yesterday there was a structural differentiation in the Bitcoin treasury strategies of globally listed companies and large asset management entities, with the core dynamics as follows:Cardone Capital increases holdings on dips: Grant Cardone, CEO of the well-established American real estate investment and asset management giant Cardone Capital, officially posted on social platform X announcing that the company has increased its holdings by 130 BTC during the recent market correction. He emphasized that as a strategic asset reserve against inflation, the company will continue to utilize cash flow to allocate Bitcoin spot on dips.Sequans liquidates 80% of holdings to repay debts: Sequans Communications S.A. (NYSE: $SQNS) released an official announcement on Thursday, stating that it has successfully redeemed all debts related to its Bitcoin treasury by liquidating approximately 80% of its Bitcoin holdings, marking its official exit from the previous cryptocurrency asset treasury strategy. Currently, the company holds only 658 BTC and is completely debt-free, with future focus shifting back to its core business in IoT and cellular semiconductors.

According to Cointelegraph, the crypto analysis platform Swissblock stated that Bitcoin is sliding into a high-risk environment due to continuous selling by institutions. Its Bitcoin risk index is currently at 33 points, in the high-risk zone. Swissblock pointed out that every time the risk index signals a structural selling pressure overwhelming the market, it is backed by institutions selling off.Glassnode reported that since May 7, the U.S. Bitcoin ETF has recorded net outflows almost every trading day, with continuous institutional selling signals increasing pressure on the supply side for more than two weeks, while demand has not offset this. CoinEx chief analyst Jeff Ko stated that over the past two weeks, more than $2 billion has flowed out of spot ETFs, and institutional risk appetite remains in a marginally sensitive state. News of the U.S. launching new strikes against Iran on Tuesday morning further intensified the risk, causing Bitcoin to drop by 1%, falling from $77,000 to below $76,500.

According to on-chain analyst Ai Yi (@ai_9684xtpa), a certain whale built a position of 3,845 ETH at $2,074 in the early morning, worth $7.97 million. Previously, this whale had built a position of 4,386 ETH at $2,377 on May 5, and sold at $2,314, incurring a loss of $277,000.

The encrypted messaging app Signal stated that if Canada's Bill C-22 is officially passed and requires platforms to establish "lawful access" monitoring capabilities, the company may choose to exit the Canadian market rather than weaken end-to-end encryption. Signal's Vice President of Strategy and Global Affairs, Udbhav Tiwari, indicated that the bill could force communication services to create technical backdoors, thereby undermining encryption security and making private communications more susceptible to exploitation by hackers and foreign attackers.Bill C-22 was introduced in March 2026 as part of a new round of regulatory measures in Canada, requiring electronic service providers to establish law enforcement monitoring capabilities and retain certain user metadata for up to a year to assist in investigations of crimes such as terrorism and child exploitation. Critics argue that the bill is similar to the EU's previously controversial "chat monitoring" proposal, which could threaten end-to-end encryption and user privacy. Canadian Conservative MP Jacob Mantle stated that nearly all Canadian MPs use Signal precisely because of its privacy and security features, yet the bill could grant the government the ability to read private messages.Tiwari stated, "Signal would rather exit Canada than violate the privacy commitments made to users." In addition to Signal, the VPN provider Windscribe also indicated that if the bill passes in its current form, the company may follow Signal in withdrawing from the Canadian market. Windscribe claimed that the bill could force VPN services to log data that could identify users, violating its core privacy principles.

As the first federally chartered crypto bank in the United States, Anchorage Digital has stated that it will reduce its involvement in the Global Dollar (USDG) stablecoin alliance and will no longer play a more prominent role as it did previously. Members of the alliance include institutions such as Robinhood, Kraken, Galaxy Digital, OKX, and Visa Inc.Nathan McCauley, co-founder and CEO of Anchorage, stated that the company will adopt "a higher degree of neutrality" in the stablecoin issuance space in the future, avoiding targeted support for any single stablecoin to accommodate its expansion as a white-label issuance and custody platform. He pointed out that as more institutions seek to issue stablecoins through Anchorage (with about 20 potential partners currently), the company needs to reassess its incentive structures and alignment of interests.Currently, USDG is issued by Paxos Digital Singapore and regulated by the Monetary Authority of Singapore, with a circulation size of approximately $3 billion. Market participants generally believe that stablecoin issuance is entering a new phase of parallel development among multiple institutions and networks.

Curve Finance officially announced that it is introducing a bad debt recovery mechanism based on on-chain market mechanisms, allowing CRV-affected users in certain lending markets with bad debts to choose different recovery strategies: directly selling their claims to exit, continuing to hold and wait for potential recovery, or providing liquidity to earn fees and incentives. The core of this mechanism is to establish a trading pool between crvUSD and the tokens of the affected claims, allowing bad debt claims to be priced in the market and creating liquidity, thereby providing users with an immediate exit channel instead of relying solely on the final liquidation results.It is reported that after the cryptocurrency market crash in October last year, some lending markets under Curve Finance experienced bad debt issues, with various liquidity pools being impacted by severe price fluctuations and liquidity contraction, leading to some deposit users facing withdrawal restrictions and asset losses.Curve stated that the recovery mechanism will not eliminate losses or guarantee recovery, but will gradually reflect risks and recovery expectations through a market-oriented approach. Additionally, if the governance layer distributes rewards through the veCRV incentive mechanism, it will help enhance liquidity depth, improve exit conditions, and strengthen market pricing efficiency.

The crypto fund C1 Fund announced a partial exit from its investment in Ripple, achieving approximately 150% returns in less than four months, but has not disclosed the amount of profit. The portfolio of C1 Fund also includes Kraken, Consensys, and Chainalysis, and it stated that it will continue to invest in high-quality crypto companies in the future.

Binance co-founder He Yi responded to questions about personal plans and the company's management structure at the BNB Chain event in Hong Kong.Regarding whether he would write a book, He Yi said, "Never say never," but at this stage, he has no desire to express that and is not considering writing a book for now. When discussing how to face challenges, He Yi summarized two points: first, the mutual trust between Binance and its users; second, having great employees is crucial.Regarding changes in the management structure, He Yi pointed out that CZ is the founder and the foundation, but he has currently stepped back from management. The current management structure is led by him and Richard Teng, and they will continue to seek suitable partners globally in the future. On this basis, Binance will focus on applying for more global licenses, with Richard responsible for establishing standards, while He Yi focuses on user growth and service.

According to monitoring by Hyperinsight, a whale starting with 0x01f has completely closed a BTC short position in the past half hour, recording a loss of approximately $56,000, with an average closing price of $74,942.The position was opened early this morning, with a size of 139 BTC, approximately $10.42 million. Address: 0x01f135c734b4aae018ebf4e7995c560a38422e50.

According to Theblock, Covenant AI, the main subnet developer on Bittensor, has announced its exit from Bittensor. Covenant AI founder Sam Dare stated that Bittensor attracted builders, miners, validators, and investors into this ecosystem because of its promise of not being controlled by any single entity. However, this promise is a lie.Dare listed Bittensor co-founder Jacob Steeves as a major reason for the departure. He claimed that Jacob has been exercising authority over the subnet to regain control of Covenant, as Covenant has grown too large to manage.It is reported that after Covenant's announcement, the price of Bittensor's TAO token plummeted significantly, dropping from $338 to $285 in a short period, a decrease of 15%.

According to monitoring by Hyperinsight, in the past 10 minutes, the top 4 short addresses on Hyperliquid (0x4a2) closed their short positions all at once, causing a temporary price increase at the 15-minute level. The closing scale reached 15,000 ETH, approximately 32.94 million USD, with a closing price of 2,196 USD, recording a profit of about 260,000 USD.

According to crypto analyst Ai Yi @ai_9684xtpa, a certain address accumulated 4,827 ETH at approximately $2,047.53 from April 4 to April 5, and sold it on April 7 at approximately $2,100.94.This batch of ETH was transferred to Binance and exchanged for USDT in the past 3 hours, with a transaction amount of about $10.14 million, realizing a profit of approximately $256,000 from this swing trade.

Aave founder Stani Kulechov tweeted that Aave respects Chaos Labs' decision to withdraw from its risk management role and thanks them for their contributions over the past years. The smart contracts, asset listings, and network deployments of the Aave protocol are not affected, and both parties will maintain close cooperation during the withdrawal process.Aave currently employs a dual-layer economic risk management model, jointly managed by Chaos Labs and LlamaRisk. Given the scale of the Aave protocol, it will continue to maintain the dual-layer model in the future and additionally add a technical risk layer managed by Aave Labs. Aave Labs will work closely with LlamaRisk to ensure that risk coverage remains uninterrupted during the transition and to support LlamaRisk in increasing its budget and team size.

According to Jin Shi reports, Middle East issue scholar Mohammad Ali Shabani stated in an interview that he believes U.S. President Trump is ready to fulfill his threat to strike Iran's critical infrastructure, which poses a serious risk of escalating the regional situation. Iran, on the other hand, has conveyed its signal of "not backing down" to the U.S. by launching attacks on Kuwaiti infrastructure. He added, "The current situation is somewhat similar to a standoff, with neither side able to exit gracefully. In this context, I believe the possibility of a serious escalation in the region within the next 24 hours is very high."

On-chain analyst Murphy stated that the average cost of all loss-making Bitcoin chips has currently fallen below $100,000, now at only $93,600. This means that under the current chip structure, BTC will reach the market average breakeven point when it rises back to $93,000. During the two rapid declines at the end of last year and the beginning of this year, a large number of high-position trapped chips chose to cut losses and exit, lowering the average cost of overall floating loss chips.It is also observed that the average cost of loss-making chips has a deviation coefficient of 1.4 compared to the current 30-day average price of BTC, while in the past three bear market bottoms, the deviation coefficient has exceeded 2 at least. When the average deviation coefficient is greater than or equal to 2, it indicates that the market has entered an absolute bottom range, at which point the price of BTC is less than 50% of the average cost of loss-making chips. To meet this condition, the lowest point of BTC in this round would need to drop to $46,800, but historical patterns may not always hold true. This bear market may be less painful than any previous bear market. According to PolyBeats monitoring, in the market related to whether Bitcoin will reach $60,000 or $80,000 first on Polymarket, the probability of reaching $60,000 first is 68%, while the probability of reaching $80,000 first is 32%.

According to monitoring by Hyperinsight, the whale starting with 0x664 closed all of its SOL short positions, recording a loss of approximately $160,000, with an average closing price of $84.9.This short position was fully opened after the address deposited about $440,000 into Hyperliquid in the past 2 hours, with an average opening price of $83.5 and a position size of $9.096 million. After the stop-loss closure, the address withdrew the remaining $272,000 from the account completely.