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๐ฃ Anthony Pompliano today on CNBC said:
"Bitcoin outperformed both the stock market and gold" in the last 7 financial crises. link
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"Bitcoin outperformed both the stock market and gold" in the last 7 financial crises. link
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๐ต๏ธ $ETH's On-Chain Price Dynamics just crossed above its Price Dynamics for the first time in months.
When the on-chain fundamental curve overtakes the market-price curve, the network's underlying activity is leading the tape, not lagging it.
This comes alongside 9 consecutive days of ETH ETF inflows, with ETHA pulling $37M solo, amplifying the significance of this crossover.
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When the on-chain fundamental curve overtakes the market-price curve, the network's underlying activity is leading the tape, not lagging it.
This comes alongside 9 consecutive days of ETH ETF inflows, with ETHA pulling $37M solo, amplifying the significance of this crossover.
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๐ฐ Spark released its Q1 2026 financial report, showing $31.5 million in gross protocol returns, $6.91 million in net returns, and $3.46 million in net surplus. Treasury assets reached $46.1 million, with $986,000 allocated for SPK buybacks. Notably, distribution rewards surpassed the Spark Liquidity Layer (SLL) as the primary driver of net returns, indicating compressed lending spreads and increased demand for savings-based products. link
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๐ Geopolitics - Tasnim: Iranian officials are not conducting any negotiations with the US.
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๐ Aave DAO Proposes 25,000 ETH Contribution to rsETH Recovery Effort
Aave DAO has published an ARFC proposal to contribute 25,000 ETH from its treasury to the DeFi United recovery effort after the April 18, 2026 Kelp rsETH bridge incident. The remaining shortfall is approximately 75,081 ETH, with additional commitments of 14,570 ETH and a credit facility of up to 30,000 ETH from Mantle. link
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Aave DAO has published an ARFC proposal to contribute 25,000 ETH from its treasury to the DeFi United recovery effort after the April 18, 2026 Kelp rsETH bridge incident. The remaining shortfall is approximately 75,081 ETH, with additional commitments of 14,570 ETH and a credit facility of up to 30,000 ETH from Mantle. link
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๐ Total spot crypto exchange volume surpasses $3.85 trillion so far in 2026.
1. Binance: $1.22 trillion
2. ByBit: $255 billion
3. Coinbase: $230 billion
4. Gateio: $227 billion
5. Crypto.com: $220 billion
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1. Binance: $1.22 trillion
2. ByBit: $255 billion
3. Coinbase: $230 billion
4. Gateio: $227 billion
5. Crypto.com: $220 billion
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๐บ๐ธโ ๏ธ The 10Y-2Y yield curve just sat at 51 bps going into a Fed meeting.
US 10Y at 4.30%.
2Y at 3.79%.
That's a 51 bp spread โ compressed ahead of FOMC Apr 29-30.
Markets price only ~26% odds of a December cut, down from two cuts at the start of the year.
Our Macro catalog tracks the full yield curve alongside crypto flow.
Curve tension this close to a meeting historically precedes volatility prints in risk assets.
Bonds are whispering. Is crypto listening?
Open the Macro catalog โ #macro link
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US 10Y at 4.30%.
2Y at 3.79%.
That's a 51 bp spread โ compressed ahead of FOMC Apr 29-30.
Markets price only ~26% odds of a December cut, down from two cuts at the start of the year.
Our Macro catalog tracks the full yield curve alongside crypto flow.
Curve tension this close to a meeting historically precedes volatility prints in risk assets.
Bonds are whispering. Is crypto listening?
Open the Macro catalog โ #macro link
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๐ #BTC The World's Largest Bitcoin Conference Officially Starts in Less Than 3 Days.
You Are Not Prepared.
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You Are Not Prepared.
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๐ Rep. Anna Paulina Luna claims it's "statistically not possible" for Nancy Pelosi to outperform billionaire Warren Buffett in the stock market without insider information. Pelosi's stock portfolio reportedly gained an estimated 17,000% since joining Congress, exceeding $280 million.
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๐ฃ Anthony Pompliano: Itโs better off if we donโt know who Satoshi is. link
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๐ง๐ท๐ฎ Brazil Bans Prediction Markets, Blocks Kalshi and Polymarket
Brazil has imposed a sweeping ban on prediction markets and related betting platforms, making Kalshi and Polymarket inaccessible in the country. The central bank stated that these platforms do not comply with derivatives regulations and pose risks to investor protection and market integrity. Finance Minister Dario Durigan noted that around 28 platforms are covered by the ban. link
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Brazil has imposed a sweeping ban on prediction markets and related betting platforms, making Kalshi and Polymarket inaccessible in the country. The central bank stated that these platforms do not comply with derivatives regulations and pose risks to investor protection and market integrity. Finance Minister Dario Durigan noted that around 28 platforms are covered by the ban. link
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๐ฎ Polish Crypto Exchange CEO Flees to Israel as $100M+ Crisis Unfolds
According to Onet, Polish crypto exchange Zondacrypto CEO Przemysลaw Kral has fled to Israel and may be beyond extradition due to his Israeli citizenship. The exchange is reportedly on the verge of bankruptcy, with about 99% of its Bitcoin reserves missing.
Kral claims around 4,500 BTC are inaccessible as the private keys are held by founder Sylwester Suszek, who has been missing since 2022 and is believed by prosecutors to have been killed. Withdrawals have been halted, management has stepped down, and Polish authorities have launched criminal and financial investigations. Total losses may exceed $100 million. link
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According to Onet, Polish crypto exchange Zondacrypto CEO Przemysลaw Kral has fled to Israel and may be beyond extradition due to his Israeli citizenship. The exchange is reportedly on the verge of bankruptcy, with about 99% of its Bitcoin reserves missing.
Kral claims around 4,500 BTC are inaccessible as the private keys are held by founder Sylwester Suszek, who has been missing since 2022 and is believed by prosecutors to have been killed. Withdrawals have been halted, management has stepped down, and Polish authorities have launched criminal and financial investigations. Total losses may exceed $100 million. link
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