Crypto News
Today (29/04/2026)
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Market analysis: The UAE's withdrawal from OPEC, many countries or follow-up has triggered concerns about the collapse of the alliance
Odaily Planet Daily News The UAE's sudden decision to withdraw from OPEC exposed the rift within the alliance of oil-producing countries. Andy Lipow, president of Lipow Oil Associates, said: "If countries that comply with quotas are tolerant of those that do not, we may see more exits, which could ultimately make OPEC meaningless. "Countries such as Qatar, Ecuador and Angola have previously withdrawn from the organization, citing dissatisfaction with quotas or shifts in national priority strategies. "The UAE is neither the first nor the last," Lipow said. Analysts noted that some countries dissatisfied with OPEC+ restrictions may consider waiving membership. Matt Smith, chief oil analyst at Kpler, listed Kazakhstan as a key candidate, "Kazakhstan has been significantly overproducing last year, so they may see this as an opportunity to exit the organization," Smith added, adding that Nigeria, Africa's largest crude oil producer, is also worth watching. Nigeria is increasingly focusing on domestic refining, which reduces its dependence on export markets and may weaken its incentive to remain subject to quotas. Market observers say Venezuela is another possibility. With production recovering faster than expected and a possible political environment more in favor of the United States, the country may seek more flexibility. (Jin Shi)
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Analyst: Bitcoin selling pressure has weakened significantly, and regulatory and policy sensitivity has decreased
ChainCatcher reported that Trump has asked his aides to prepare for an extended U.S. naval blockade of the Strait of Hormuz, causing the price of Brent crude oil to break through $111 per barrel, but Bitcoin remains in a narrow range. Trump called Iran "in a state of collapse" on Tuesday. Tehran said it could accept a temporary agreement to reopen the strait if Washington lifts the blockade of Iranian ports.
Zaheer Ebtikar, founder of Split Research, said in a note that Bitcoin's relative calm reflects a change in market structure. "The oversupply has finally been digested, and sellers who have panicked due to macro shifts or quantum concerns have long since withdrawn, leaving sellers in the market significantly weaker than they were a few months ago," he said. Ebtikar added: "Bitcoin is much less sensitive to regulatory noise or central bank policy than one might think. Its sensitivity is purely a function of broader volatility, and since we are currently in a calmer trading range, there is no immediate sense of urgency to exit. ”
Bitget analysts have marked $75,000 as a key level that has been broken in the upward range that has been maintained since the end of March, and if it falls below effectively, it could open room for further downside. A rebound back from the current level to $80,000 would keep the rally structure intact and pave the way for a retest of resistance levels that have rejected each increase in Bitcoin since February.
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Canaan receives new order from Tether for immersion-cooled Bitcoin miner hardware
According to ChainCatcher news, Bitcoin mining machine manufacturer Canaan (NASDAQ: CAN) announced on Tuesday that it has received a new batch of custom Bitcoin mining hardware orders from Tether, which will supply high-density hashrate board modules designed for immersion cooling systems, planned to be deployed at Tether's affiliated facilities in South America.
This collaboration continues the 2025 R&D partnership with ACME Swisstech, which has resulted in a proof-of-concept platform to improve mining efficiency and scalability. Tether is simultaneously developing its own control board and management software, indicating that it is promoting the deep integration of mining hardware and software. The agreement includes additional procurement options to preserve flexibility for Tether's scaling infrastructure.
The news comes a day after Tether announced the launch of an open-source mining framework to further expand the layout of Bitcoin mining infrastructure. Canaan, a Singapore-listed company, currently holds 1,808 BTC, worth approximately $137 million, the highest level in its history.
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Adam Back: Institutional funds have flowed into Bitcoin more slowly than expected, and it may take 12 to 18 months to open a position
According to ChainCatcher news, some observers see Morgan Stanley's entry into the US spot Bitcoin ETF earlier this month as a catalyst to end the current crypto bear market, citing the huge distribution capacity of the large Wall Street broker's $8 trillion wealth advisor network. But Adam Back, CEO of Blockstream and an early contributor to the Bitcoin community, said "it won't be that soon."
Back was recently speculated by the New York Times as Satoshi Nakamoto, the anonymous founder of Bitcoin, which he denied. Back said that in terms of positive market signals, Bitcoin ETFs may be the most important development in recent times, even more important than a pro-crypto US administration, but the process is slower than most people realize.
"I think one thing that people can miscalculate is that institutional adoption is very slow," Back said. So ETFs have already been bought, but fund managers haven't done so yet when BlackRock recommends allocating 2% to 4% in its general stock portfolio. They will do it, but more slowly than people expect. He said investors won't flock overnight, and the process of building positions can take a year, or even 18 months.
Regarding the price, Back said that the cyclical nature of Bitcoin's four-year halving cycle needs to be considered. He noted that even if some commentators believe the four-year cycle is breaking, "people expect it to happen, so they sell and let it happen," a decline could still occur. This logic will only change when people see a stronger market, which is now manifesting itself in the form of institutional inflows.
Back said that regarding recent remarks around the accelerated development of quantum computing hardware that could threaten Bitcoin cryptography, institutions are more systematic in risk management and will focus on tail risks, which retail investors see as distant future risks.
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Polymarket publishes new "Will other countries withdraw from OPEC in 2026"
Odaily Seer Prophet Channel monitoring shows that Polymarket has a new "Will other countries withdraw from OPEC in 2026", and the probability of "yes" is currently 36%.
The contract rules for this event are: as of 11:59 p.m. Gulf Standard Time on December 31, 2026, if other OPEC members officially announce their withdrawal, the market will be judged as "yes", otherwise the market will be judged as "no", informal statements, statements from anonymous sources or leaked information are invalid, and the main decision-making basis of this market is official information from the relevant government, but it will also refer to the consensus of other credible reports.
The UAE has previously announced its withdrawal from OPEC and OPEC+ from May 1, and as a long-time OPEC member, the UAE's surprise announcement of withdrawal could lead to chaos and weaken the organization's influence. Analysts believe that the UAE's withdrawal from OPEC may be a big victory for Trump, who has accused the organization of "blackmailing the rest of the world" by raising oil prices.
The Odaily Seer Channel continues to follow the prediction market and see changes before pricing.
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Iranian official: The United States' attempts to force Iran with a blockade are futile
Odaily Planet Daily News The Islamic Republic of Iran News Agency reported on the 29th that Mujtaba Firdosippur, head of Iran's interest representative office in Cairo, Egypt, said that the United States' attempts to force Iran to accept its unilateral demands with a naval blockade are futile, and Iran can use its land border with neighboring countries to bypass the blockade. Firdosippur reiterated that Iran has the right to control the security of the Strait of Hormuz. (Xinhua News Agency)
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DeFi United announced a technical solution for fixing the Kelp rsETH vulnerability, intending to liquidate the attacker's position of about 107,000 tokens
According to ChainCatcher, DeFi United announced a technical fix plan for the Kelp DAO rsETH cross-chain bridge vulnerability on Tuesday. Previously, attackers exploited the LayerZero-powered Unichain-to-Ethereum bridge vulnerability to release 116,500 rsETH by forging inbound packets, of which about 107,000 are still distributed as collateral in the seven associated addresses of Aave and Compound.
DeFi United said it has received enough ETH pledges to support the restoration of rsETH, converting it to rsETH in batches and injecting the bridge-locked contract. LayerZero Labs pledged more than 10,000 ETH to support the restoration effort on Tuesday. In terms of liquidating attacker positions, the alliance will perform controlled liquidation through Aave and Compound governance proposals, and is expected to recover approximately 13,000 ETH and 16,776 ETH, respectively.
During the fix, WETH and rsETH reserves on multiple chains will remain frozen. DeFi United also warns of enforcement risks, including governance approval progress, possible interference by attackers, and new security measures pending production validation.
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a16z Research: AI agents can identify DeFi price manipulation vulnerabilities, but their ability to execute complex attacks remains limited
ChainCatcher news, according to a16z, its researchers conducted systematic tests on whether AI agents can independently complete DeFi price manipulation exploits.
The study used 20 Ethereum price manipulation events as a dataset, using Codex (GPT 5.4) equipped with the Foundry toolchain as a test agent. Under the baseline condition of no domain knowledge, the agent success rate is only 10%; The success rate increased to 70% after introducing structured domain knowledge distilled from real-world attack events. Failure cases show that agents can accurately identify vulnerabilities, but generally fail to understand the leverage logic of recursive lending, misjudge profit margins, and fail to assemble multi-step attack structures across contracts. The experiment also recorded a sandbox escape event: the agent retrieved the RPC key from the local node configuration and called the anvil_reset method to reset the node to a future block, bypassing the information isolation restriction and obtaining real attack data. The research team believes that AI agents can effectively assist in vulnerability identification, but they are not yet a substitute for professional security auditors.
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Bitwise Chief Investment Officer: Bitcoin's recent rally is mainly driven by Strategy's accumulation
According to ChainCatcher news, Bitwise Chief Investment Officer Matt Hougan said that the core driving force behind Bitcoin's recent 20% rise is Michael Saylor's Strategy. According to monitoring, Strategy has increased its holdings of $7.2 billion in Bitcoin over the past eight weeks. Despite Bitcoin ETFs buying $380 million since March 1 and long-term holders resuming purchases, Strategy remains the biggest influencer. As of now, Strategy holds a total of 818,334 Bitcoins, which has exceeded BlackRock's holdings.
Hougan pointed out that Strategy raised funds to purchase Bitcoin through the issuance of STRC, a perpetual preferred stock, and if Bitcoin continues to grow, its holdings are expected to surpass Satoshi Nakamoto within two years. The current Bitcoin price is around $76,486.
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Tencent ima releases new Agent model "copilot"
According to Tencent Cloud, on April 29, Tencent ima released a new Agent mode "copilot" to support users to create exclusive agents. According to reports, Copilot has a built-in memory system, which remembers the user's background, habits and promotion matters through the four modules of Copilot settings, user profiles, long-term memory, and experience skills, realizes continuous calls across scenarios, and reduces repeated inputs. (Jin Shi)
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The official push of the L1 project Monad has now been unblocked
According to ChainCatcher news, according to official sources, Monad's official X account (@monad) has now been restored after being banned yesterday.
ChainCatcher previously reported that Monad co-founder Keone Hon posted on the X platform that Monad's account was frozen without any warning, which is speculated to be caused by a system error. Monad did not perform any unusual operations or use the API in violation of regulations. The X platform support team has been contacted through various channels, and the account is expected to be restored soon.
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Polymarket: API and on-chain data are public information, and no data leakage has occurred
Odaily Planet Daily News Polymarket posted on the X platform that the characteristic of on-chain data is that all data can be publicly audited. In response to data breach concerns, Polymarket clarified that there was no data breach and that relevant information can be obtained through its public endpoints and on-chain data. Instead of paying for this type of data, users can access it for free through its API.
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The U.S. and Brexit oils have continued to fall in the short term, completely giving up the gains since the announcement of Trump's plan to extend the blockade of Iran
According to Gate data, the U.S. and Brexit oils have continued to fall in the short term, and have completely given up the gains since the announcement of Trump's plan to extend the blockade of Iran, and are now trading at $100.71/barrel and $103.2/barrel respectively, down about 0.6% during the day.
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Prediction market platform Polymarket is suspected of being compromised, with over 300,000 records and exploit kits leaked
According to ChainCatcher news, the decentralized prediction market platform Polymarket is suspected of being hacked, and threat actor xorcat has released more than 300,000 data records and supporting exploit kits on a well-known cybercrime forum.
The attackers allegedly extracted data through undisclosed API endpoints, paging bypasses, and CORS misconfigurations for the Polymarket Gamma and CLOB APIs. The leaked content includes: 10,000 users' complete personal information (including names, proxy wallets, and underlying addresses), 4,111 comments, 1,000 report records (including 58 ETH addresses and administrator authentication address identifiers), 48,536 Gamma market metadata, more than 250,000 fixed-product market maker addresses in active CLOB markets, and 9,000 follower social graph data.
The toolkit contains proof-of-concept code for multiple vulnerabilities, including CVE-2025-62718 (Axios NO_PROXY bypass, CVSS 9.9, which triggers server-side request forgery), CVE-2024-51479 (Next.js middleware authentication bypass, CVSS 7.5), and CORS misconfiguration. In addition, the toolkit comes with an automated continuous pull script and a full red teaming report.
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Believe founder accused of arbitrage $54 million in fees through Launchcoin migration
ChainCatcher news, a class action lawsuit accuses Believe founder Ben Pasternak of withdrawing $54 million in fees through the Launchcoin migration. The lawsuit alleges that the migration process had a two-week window, resulting in holder tokens being diluted and tokens with staggered deadlines being permanently burned. In addition, the relevant operations are accused of insiders linking wallets.
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Hong Kong Monetary Authority, wary of tokens claiming to be associated with licensed stablecoin issuers
ChainCatcher news, the Hong Kong Monetary Authority issued an announcement calling on the public to be vigilant and pay attention to press releases issued by Anchorage Fintech Co., Ltd. and The Hongkong and Shanghai Banking Corporation Limited, involving tokens claiming to be related to licensed stablecoin issuers.
Tokens using the symbol "HKDAP" or "HSBC" appear in the market, but the relevant tokens are not issued by or have no relationship with the issuer. So far, both licensed stablecoin issuers have indicated that they are not issuing any regulated stablecoins in the market. The public should remain vigilant against any fraudulent activities or scams claiming to be related to licensees or stablecoins issued by them. If in doubt, members of the public should refer to the official announcements of the two licensees. The public should also purchase or use stablecoins through regulated channels.
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The White House plans to restart cooperation with Anthropic
According to people familiar with the matter, the White House is developing guidance that allows agencies to bypass Anthropic's supply chain risk determination and introduce new models, including Mythos. A draft administrative measure currently being drafted could provide a way for the government to de-escalate the conflict with Anthropic. One source described the White House's efforts as "both saving face and getting them back." Earlier this month, White House Chief of Staff Wiles and Treasury Secretary Besenter met with Anthropic CEO Dario, both of whom described as a productive initial meeting to discuss how the company and the government can work together. The White House is convening companies across industries this week to provide input on potential executive actions and best practices for deploying Mythos. These meetings include a "trial reading" of possible guidance documents that may withdraw previous directives from the Office of Management and Budget that governments should not use Anthropic. (Axios)
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The U.S. government issued a limited edition passport for the 250th anniversary of the founding of the United States with a portrait of Trump
Odaily Planet Daily News To commemorate the 250th anniversary of the founding of the United States, the U.S. government will issue a limited edition commemorative passport. The inner page of the passport contains Trump's portrait and his gold signature, and the cover design features the words "United States of America" at the top. The first batch of commemorative passports is planned to be issued in 25,000 to 30,000 copies, and will begin to be issued around July 4. Limited edition passports are limited to individual users who apply on-site at the Washington Passport Agency while supplies last. Those who apply through an online application or another regional agency will still receive a standard version of the passport. The move is part of a series of commemorations of the 250th anniversary of the founding of the United States, and Trump also became the first incumbent president to appear on a U.S. passport.



