WEEKLY BRIEF Mar 29–Apr 5, 2026

Headlines
• Drift Protocol $200M exploit linked to DPRK-linked social engineering operation
• Tether seeking final fundraise push at $500B valuation
• Telegram integrates Lighter to allow in-app perpetuals trading
• Franklin Templeton to acquire crypto spinoff for institutional digital-asset expansion
• SBI Holdings' B2C2 designates Solana as primary institutional stablecoin network
• Paradigm building its own prediction markets trading terminal
• Strategy filing shows 762,099 BTC held ($51.5B); no purchases in the past week
• Steakhouse Finance domain reported as compromised
• Tether fires top gold traders months after hiring from HSBC
• Liquity (LQTY) spikes 11% following fake Circle acquisition announcement for April Fool's

Weekly ETF Flows
• BTC: +$22.2M net inflows
• ETH: -$42.1M net outflows
• SOL: -$5.3M net outflows

Exchange Listings
• Binance: $BASED (futures), $CL, $BZ, $NATGAS (futures), $PRL (futures), $QQQ, $SPY, $AAPL, $TSM (futures), $MU, $SNDK (futures)
• Bybit: $BASED (launchpool, futures, spot), $EDGE (spot)
• Coinbase: $EDGEX (spot), $MEZO (spot), $CHECK, $SIGN (spot)
• Upbit: $SKY, $USDS (KRW)
• Bithumb: $VVV (spot)

Regulatory
• CFTC and DOJ file lawsuit against Illinois for attempting to regulate prediction markets
• Senator Lummis introduces "Mined in America Act" to promote US BTC mining
• Coinbase secures conditional US approval for trust charter

Market Flows
• Nakamoto DAT reports $20M BTC sale at $70,422, below average cost
• Polymarket odds for $200 crude oil reach 13% amid geopolitical tensions

STRATEGY HAS ACQUIRED 4,871 BTC FOR ~$329.9 MILLION AT ~$67,718 PER BITCOIN

SOURCE

ROBINHOOD AND BNY MELLON TO DEVELOP WHITE LABEL APP FOR TRUMP ACCOUNTS: WSJ

SOURCE

KEY CONTRIBUTOR CHAOS LABS LEAVES AAVE DAO, FOLLOWING BGD AND ACI EXIT: GOV

SOURCE

POLYMARKET TO CHANGE COLLATERAL TOKEN TO POLYMARKET USD, WHICH IS CURRENTLY BACKED BY 100% USDC: PRESS RELEASE

SOURCE

ETF Flows: 06 Apr 2026

🟢 Bitcoin ETFs: $471.4M net inflows

🟢 Ethereum ETFs: $120.2M net inflows

🔴 Solana ETFs: $0.0M net outflows

CRYPTO HEDGE FUND SPLIT CAPITAL WINDS DOWN AS ITS FOUNDER NABS NEW GIG AS AN EXEC AT STABLECOIN STARTUP PLASMA: FORTUNE

SOURCE

$ORCA listed on Robinhood spot

via @NewListingsFeed

$CHIP added to Coinbase roadmap

via @NewListingsFeed

ETF Flows: 07 Apr 2026

🔴 Bitcoin ETFs: -$159.1M net outflows

🔴 Ethereum ETFs: -$64.7M net outflows

🔴 Solana ETFs: -$15.3M net outflows

POLYGON LABS IN TALKS TO RAISE UP TO $100 MILLION FOR PAYMENTS BUSINESS: THE INFORMATION

SOURCE

‎POLYGON LABS IN TALKS TO RAISE UP TO $100 MILLION FOR PAYMENTS BUSINESS

SOURCE

🌲 IRAN TO CHARGE TANKER TRANSIT TOLLS IN BITCOIN, SAYS HOSSEINI — FT

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IRAN TO CHARGE TANKERS CROSSING HORMUZ STRAIT UP TO $2M PER TANKER, PAYABLE IN EITHER CRYPTOCURRENCY OR CHINESE YUAN

SOURCE

ETF Flows: 08 Apr 2026

🔴 Bitcoin ETFs: -$124.5M net outflows

🔴 Ethereum ETFs: -$18.6M net outflows

🔴 Solana ETFs: -$2.0M net outflows

SCOTT BESSENT AND JEROME POWELL URGENTLY SUMMONED WALL STREET LEADERS TO DISCUSS RISKS FROM ANTHROPIC’S NEW MYTHOS MODEL: BBG

SOURCE