GM,

This is Eli5DeFi Daily Newsletter bringing you the latest update and information about crypto, AI and broader markets.

Here’s the Highlights for today:

• SpaceX - Eyes $60B Cursor Buyout to Dominate AI Coding

• Justin Sun - Sues Trump-Backed Project Over $45M Dispute

• New York - Sues Coinbase & Gemini Over “Illegal” Prediction Markets

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• Understanding DeFi Bankrun

• Stablecoins - From DeFi Plumbing to Government Priority

• Volo Protocol - Exploit: Team Pledges to Absorb $3.5M Loss

• Base - Unveils “Azul” Upgrade: A Major Leap Toward Decentralization

• Russia - Passes Crypto Bill: Foreign Trade Settlements Now Legal

• Bybit - Uncovers SEO-Poisoning Attack Aimed at Crypto Wallets

• OpenAI - Launches Workspace Agents: The Next Evolution of GPTs

• China - Issues Draft Rules to Regulate AI "Digital Humans"

• The Big Three Go Public: GSR Launches $BESO ETF on Nasdaq

• Lazarus Group - Unveils "Mach-O Man": The New MacOS Threat to Fintech

• Kraken - Pushes for "De Minimis" Exemption to End Crypto Tax Bloat

• London P2P Sweep: FCA Raids 8 Illegal Crypto Trading Hubs

• American Bitcoin (AMBT) - Surges to $1.38 After Scaling Alberta Site

• The UK "Tax-Free" Loophole: Crypto ETNs Enter the IFISA Wrapper

• Gensyn - Launches Delphi: The World’s First AI-Settled Information Market

• Securitize x Upshift - A First for Native On-Chain Fund Administration

• Infinite & Thiel-Backed Erebor Bank - Launch Full-Stack Crypto Banking

• Binance.US - Slarshes Maker Fees to 0% Across All Pairs

• 24/7 Commodities Are Here: Kalshi Taps Pyth for Gold, Oil & Wheat

• Nikita Bier - New on X: Algorithmic Custom Feeds for Niche Interests

• Anthropic - The Economic Index: What 81,000 People Think About AI Work

• Jesse Hamilton - Banks vs GENIUS Act: The Fight to Slow Down Stablecoin Rules

• Cardano’s Lean Pivot: Input Output Proposes Scaled-Back Treasury Plan

• Jon Russell - Razorpay IPO Update: 65% Revenue Surge Ahead of Public Listing

• Kakashii - Supply Chain as a Weapon: Nvidia’s Real Moat Revealed

• Matt Suiche - High-Quality Data is Expensive to Clean, Easy to Steal

• Cheshire Capital - The STRC Trap: High Yields vs Strategy’s Solvency Risks

• ZenithTON - Instant Payments for AI: TON Upgrades to Catchain 2.0

• Memento Research - Why SpaceX is Betting Big on Cursor AI

• Erik Torenberg - The Internet is Real Life: Why "Normies" Don't Exist Anymore

• Decentralised.co - Why Capital Aggregators are Swallowing the Ecosystem

• Warsh - Denies "Sock Puppet" Label in Contentious Senate Hearing

• Tim Culpan - Unveiling Apple’s Secret Operating Model

• Rex Woodbury - How AI is Merging Designers, Coders & PMs

• Galaxy - 1-of-1 Vulnerability: KelpDAO vs LayerZero in $290M Blame Game

• HIVE - Raises $115M

• N/A

GM,

This is Eli5DeFi Daily Newsletter bringing you the latest update and information about crypto, AI and broader markets.

Here’s the Highlights for today:

• Arbitrum Council - Freezes $71M in Stolen Kelp DAO ETH

• Japan - Tests Blockchain for Real-Time Government Bond Trades

• Quantum Proof: Ripple Unveils 2-Year XRP Roadmap

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• The Missing Infra for AI

• The $154 Billion Heist, A Tale of Broken Dreams and Nation-State Crime

• Mantle Spring Creative Marathon

• The Verification Layer of Agentic Company

• UK - Merge Stablecoin and Payment Rules into Single Framework

• DoorDash - Tests Stablecoins to Speed Up Earnings Payouts

• NY - Seeks Fines Against Coinbase and Gemini Titan Platforms

• Anthropic x Amazon - Ink $100B Deal for AI Infrastructure

• Plasma (XPL) - Lands Integration With $32B Fintech Ramp

• USD.AI ($CHIP) Token - Launch: Financing the AI Arms Race

• OpenAI - Launches ChatGPT Images 2.0 With "Thinking" Capabilities

• Starknet v0.14.2 - Goes Live: The Privacy Engine is Here

• Firstpoint VC - Launches €50M Fund for AI Gaming and Media

• RedotPay - Integrates SUI and Native USDC for Global Payments

• Stablecoins Hit the Streets: WalletConnect Pay x iMin Partnership

• Core Scientific - Bets $3.3 Billion on the AI Revolution

• Securitize - Recruits IMF Veteran as $1B Valuation Looms

• Polymarket x Bitget - A 90-Million User Expansion Move

• Circle - Defies the Slump: 30% Gains Lead the Crypto Stock Sector

• Pompliano x Kalshi - Real-Time Prediction Data Hits Pro Research

• Ramp - Launches $0 USDT-to-Dollar Conversions

• SoFi - Adds XRP Support: The Catch That Has Users Fuming

• Iran - Fires on Ships Tricked by Fake Crypto Tolls

• BOK - Pivot: Governor Prioritizes CBDCs and Deposit Tokens

• EU - Ultimatum: 39 Finance Giants Demand Faster Crypto Rules

• UK - Invites Bybit CEO to Rival UAE Innovation

• KelpDAO - Clarifies $95M Exploit Attempt via LayerZero Breach

• Aave - Restores Partial Functionality After rsETH Market Pause

• Radar - Drainer Alert: Malicious Google Ads Target Crypto Wallets

• Optimist Prime - The Last Barrier: Confidential Computing Hits the OP Stack

• Rasheed Saleuddin - The Multitrillion-Dollar Hostage Crisis

• tzedonn - Quantum Threats & AI Attacks: The Case for Leaving Crypto

• Etherealize - ETH to $250K: The Case for Ethereum as "Better Money"

• Dan Smith - Safe Haven: Sparklend Gains $1.4B as DeFi Markets Contract

• The Loyalty Crisis: European Investors Willing to Switch Banks for Crypto

• Revolut - Sets Sights on a Historic $200 Billion Valuation

• Tempo - DoorDash, Stripe, and Coastal Bank Move Payments to Stablecoins

• Coinbase Council - Releases Blueprint for Quantum-Proofing Crypto

• Base - Announces “Azul”: The First Independent Upgrade for the Scaled Stack

• A16Z News - Top VCs Launch MTS: A New Media Powerhouse for the X Era

• Ark Invest - SpaceX Confidentially Files for Historic $1.75T IPO

• Murmurations II - Nic Carter Debunks the "Century Began in 1901" Pedantry

• Ching Tseng - Investor Framework: The Four Quadrants of Web3 Founders

• 0xSammy - AI Agent Risk Gap: The Hidden Cost of Cross-Chain Dependency

• PlayKami - The Four Pillars Driving the Pokémon Card Market

• Hata - Raises $8M Series A

• N/A

GM,

This is Eli5DeFi Daily Newsletter bringing you the latest update and information about crypto, AI and broader markets.

Here’s the Highlights for today:

• Kelp DAO - Blames LayerZero “Defaults” for $290M Exploit

• Strategy Inc. - Acquires 34,164 BTC for $2.54 Billion

• Cobo - Launches “Agentic Wallet” With Three Industry Firsts

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• LayerZero Post-Mortem Analysis

• Why Pendle & RWA Will Win

• Crypto Calendar Week 17/2026

• Spark Probably Good Alternative (NFA.DYOR)

• Lazarus Group - Linked to $292M Kelp DAO Exploit

• Coinbase - Launches USDC Borrowing for UK Users

• x402 Protocol - Launches "App Store" for AI Agents

• Bitmine - Controls 4% of Total ETH Supply After New Buy

• Coinbase x Bybit - Partner to Tokenize U.S. Stocks

• Apple - Names John Ternus as New CEO; Tim Cook Steps Down

• OCBC - Launches Southeast Asia’s First Tokenized Physical Gold Fund

• Reabold Resources - Targets Bitcoin Mining as Data Center “Pilot”

• Vercel - Confirms Breach; $2M Ransom Demanded

• Polymarket - Eyes $400M Raise at Shuttering $15 Billion Valuation

• Coinbase - Deploys AI "Digital Twins" of Balaji and Fred Ehrsam

• Spot Bitcoin ETFs - Smash Records With Nearly $1B in Weekly Inflows

• Ripple - Unveils 2028 Roadmap for Quantum-Resistant XRP Ledger

• Tether - Discloses 8.2% Stake in Bitmain-Linked Antalpha

• Pokémon TCG Marketplaces - Near Record Highs as Tokenization Takes Hold

• EasyDNS - Confirms 28-Year Security Streak Broken by eth.limo Hijack

• DeFi “Fear Index” - Plummets as $6.2B Leaves Aave Ecosystem

• Binance x Bitget - Launch Full Investigation into RAVE Manipulation

• Grinex - Claims "Foreign Intelligence" Behind 1 Billion Ruble Cyberattack

• DefiLlama - April 2026 on Track for Record Crypto Hacks

• CoinShares Research - Institutional Floodgates Open: $1.4B Weekly Inflow

• a16z crypto - 5 Ways Blockchain Fixes the "Agentic Infrastructure Gap"

• Nick_Prince12 - The "Homepage" of the Agentic Economy is Live

• Memento Research - 32 Protocols Pause LayerZero Bridges Following Kelp DAO Hack

• impulsive - Lovable Faces Criticism Over Major Data Exposure Concerns

• BIS - Warns of Market Fragmentation as Stablecoin Rules Stall

• Deutsche Bank - U.S. Crypto Adoption Rebounds to 2025 Highs

• ZachXBT - Accuses RaveDAO of Withholding Identity of Token Manipulators

• Russell Thompson - Risk Assets Bracing for Sharp Tightening

• Systematic Long Short - Quant vs Discretionary: The Battle for Structural Alpha

• The Funding - Why Crypto VC Funding is Harder Than Ever

• Lookonchain - The Great DeFi Contraction: $13 Billion Wiped in 48 Hours

• Sonic Research - Unveils "Quantum-Safe" Proof-of-Stake Roadmap

• Matt Van Horn - Efficiency Gains: Hermes Saves 30 Minutes Per Client Call

• Alan Shiflett - Rebuilding the Internet for Non-Humans

• KAIO - Raises $8M

• N/A

Eli5 Weekly Reading is back, let’s explore this week’s top post!

P.S. You can also find the reading list on our Substack. Subscribe to receive it in your inbox along with other updates and insights.

• Colossus - Hyperliquid & Jeffrey Yan: Beyond the Sky

• Keone Hon - How Parallel Execution Actually Works

• CoinGecko - Spot CEX Report 2026

• Financial IT - HSBC Announces Successful Tokenised Deposit Pilot on the Canton Network

• Stablecoin Insider - Do Stablecoins Have a KYC Problem?

• Franklin Templeton Digital Assets - Detangling Tokenization of RWAs

• Systematiclongshort - Being Front-Run On DEXes

• Dara_VC - The State of Crypto VC — What’s Actually Happening, Who’s Left, and Why We Are Doubling Down

• Social Graph Ventures - The Tokenization of Stocks: Public, Private, and The In Between

• Arkham - A Guide to Crypto Crime (2026)

• Novora - IR & Token Transparency in 2026

• Rekt - Who Vets the Vetters?

• Charles Edwards - Uncharted Waters

• Tim.0x - The Dark Horse of Prediction Markets

• Thejaswini M A - The Data Goes First

• Bitcoin Core - BIP-0361

• Grayscale - The Stack: Crypto Tailwind — The Greatest Wealth Transfer in History

• Zackary Skelly - Crypto Hiring Looks Nothing Like Prior Cycles

• Theo - Tokenization 101

• Paxos - The Difference Between Regulated and Unregulated Stablecoins

• Jump Crypto - PropAMMs and the Next Chapter of Permissionless Market Structure

• Joshua Lim - Quantum Computing Implications for Crypto Markets Around Q-Day

• Shuyao Kong - They Said Crypto Can’t Have Real Yield. Now It Does, with Brix.

• Polygon Labs - The GENIUS Act, Explained: What Enterprise Payment Teams Need to Know

• AU🧲 - How Market Makers Manipulate Crime Coins from Onchain and Perp

• Arthur Hayes - No Trade Zone

• BitMEX - Avoiding an Unnecessary Quantum Freeze

• Tempo - Privacy on Tempo

• Fortune - Top Crypto VCs Like Paradigm and a16z See Portfolios Shrink

• Delphi Digital - Jupiter: A Gassed Up Giant

• Murmuration - How to Resolve the Matter of the Satoshi Coins Without a Freeze

• DWF Ventures - Will Agents Take Over DeFi?

• Dune - Faster, Shorter, More Automated: Anatomy of Polymarket’s Fastest Markets

• Memento Research - $795 Million Total Hacked in DeFi in 2026 Alone

• DeFi Prime - The KelpDAO rsETH Exploit: $292M Minted From a 1-of-1 Bridge

• monetsupply.eth - Stablecoin Markets Beginning to Become Illiquid

• Dune - The Rise of Composable RWAs

• Zheng Jie - Hyperliquid Strategies ($PURR)

• theinterfold - Verifiability in the Coordination Trilemma

• spyzer - The Most Complete Memecoin Guide Ever Made

• Dragonfly - The Agentic Economy Will Be Massive. Agentic Commerce Won’t.

• Jaya Gupta - The AI Lock-In Is Beginning!

• a16z - Surviving AI Price Wars Without Destroying Your Business

• NVIDIA - Launches Ising: The World’s First Open AI Models to Accelerate the Path to Useful Quantum Computers

• EigenCloud - Project Darkbloom: Unlocking Idle Compute for AI

• Oliver Hsu - Frontier Systems for the Physical World

• Andy Hall - Can Glasswing Stop the AI Backlash?

• Jensen Huang - Will Nvidia’s Moat Persist?

• Tara Tan - AI Swallows Software Whole

• Tom Tunguz - The Beginning of Scarcity in AI

• Artemis.ai - Announcing Artemis II

• Priyanka Vergadia - Researchers Just Proved AI Layoffs Will Collapse the Economy

• zostaff - Building a Football Match Prediction System with Claude AI

• Alex Vacca - How to Build a Services-as-Software Business

• Zeneca - What Are LLMs, and How Do They Work?

• Officer’s Notes - The EMP Blackout Is Coming: How to Keep Your Family Alive When the Grid Dies for 6 Months

• Ilya Strebulaev - Introducing Private Equity

• Tara Tan - The Strange Brief

• Rob Hadick - The Venture Capital Discourse This Weekend Broadly Misses the Mark

• thiccy - Trump Is in Step 5 of His Negotiating Playbook, Leaving Iran at the Altar

• WSJ - It’s Not Doomscrolling — We’re Just ‘Monitoring the Situation’

• Greenfield Capital - Investing in Share: The Backbone for Africa’s Fragmented Internet Landscape

• Jords - Proof of Work

• Working Theorys - The Season Finale of TBPN

• dbreunig - Cybersecurity Looks Like Proof of Work Now

• Dan Gray - The Frontiersmen

• Markets.inc - Become Legible

• Trillion-Dollar Salvage - Trillion-Dollar Salvage — Chapter 1

• a16z - Charts of the Week: Are Tech Stocks Cheap?

• NVCA - Q1 2026 PitchBook-NVCA Venture Monitor

• Axios - Venture Capital Is Not What It Was

• goodalexander - Stuff I Wish I Knew When I Was Younger

• Goshawk Trades - How a 31-Year-Old Made $380M Trading Russian Oil in 30 Months

• Chamath Palihapitiya - Deep Dive: The 60 Critical Minerals That Power the Modern World

• Kris Abdelmessih - Market Maker Privilege

• Dylan Abruscato - The Future of Entertainment Is Interactive

• Ed Elson - The Clip Economy

• Minara AI - We Found 21 Money-Printers After Backtesting 236 TradingView Strategies

• arxiv - All Elementary Functions from a Single Operator

• The Verified Post - The Man Who Dies Rich Dies Disgraced: The Forgotten History of Philanthropy

GM,

This is Eli5DeFi Daily Newsletter bringing you the latest update and information about crypto, AI and broader markets.

Here’s the Highlights for today:

• Aave - Bad Debt: $121M Gap Remains After Umbrella Wipeout

• RAVE - Plummets 88% Following ZachXBT Insider Exposure

• Memento Research - $795M Lost: 2026 Already DeFi’s Deadliest Year

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• KelpDAO hacked for $280M

• Eli5 Weekly Reading List 16/2026

• EasyDNS - Admits Breach: First Social Engineering Loss in 28 Years

• NEO Co-Founders - Clash Over $461M Treasury Control

• Russia - Proposes 7 Years Hard Labour for Illegal Exchanges

• Curve - Pauses LayerZero Bridges Following rsETH Security Breach

• Kyrgyzstan - Launches National Stablecoin on TRON Network

• earnETH Exposure: LidoFinance Evaluates Impact of rsETH Breach

• Midas - Re-Enables Minting & Redemptions Following rsETH Lockdown

• Sky - Halts USDS Bridging; Protocol Remains 100% Collateralized

• Marc Zeller - Ends ACI Frontier; ETH Returned to Aave DAO

• StaniKulechov - rsETH Markets Frozen: Aave Moves to Limit Bad Debt

• Lookonchain - Aave TVL Plummets $6B as Whales Flee rsETH Fallout

• mablejiang - Manycore Tech IPO: Stock Soars 170% on HK Debut

• Daimo - ¥350M in 3 Months: The JPYC Stablecoin FX Surge

• zhengjielimm - Beyond the Treasury: PURR’s Debt-Free Bet on HYPE

• $200 in Crypto: South Korea’s "Elite Degree" Forgery Ring

• Kamino - Preemptive Strike: Kamino Halts Deposits for LayerZero Reserves

• Paul Frambot - Isolated Victory: Morpho Contracts Safe Amid rsETH Crisis

• Andre Cronje - Why PUT Exited Aave During rsETH Hack

• ether.fi - Liquid Vaults Lockdown: Ether.fi Halts Deposits & Withdrawals

• 4-Layer Defense: Ondo’s DVN Strategy Prevents rsETH Contagion

• Vercel - Security Update: Users Advised to Rotate Environment Variables

• MonetSupply - ETH Borrow Rates Fail to Incentivize Vital Repayments

• The Odin Times - Boost VC Fund I: A Masterclass in Sci-Fi Investing

• Zengineer Blog - AI Agent Flagged $292M Kelp DAO Hack 12 Days Early

• The Strange Review - The Next Era: AI Agents Meet Quantum Computing

• Stablecoins as Yield Engines: Paxos Co-founder Outlines ROI

• Tobias Bauer - The Identity Crisis: Why Web3 VCs All Sound Alike

• N/A

• N/A

GM,

This is Eli5DeFi Daily Newsletter bringing you the latest update and information about crypto, AI and broader markets.

Here’s the Highlights for today:

• Kelp DAO - rsETH Bridge Exploited for $292 Million

• $JENNER Lawsuit - Dismissed: Judge Rejects “Security” Classification

• World - Unveils World ID 4.0: The “Proof of Human” Stack

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• Stake-Based Transaction Ordering

• Weekly Highlight 16/2026

• ARK Invest - Partners With Kalshi for Prediction Market Research

• Strategy - Proposes Semi-Monthly Dividends for STRC Preferred Stock

• RaveDAO - Denies Involvement in $RAVE Price Manipulation

• Aave - Freezes rsETH Markets After $292M Kelp DAO Exploit

• Rhea Finance - Exploit: $18.4M Drained, Some Funds Recovered

• Salesforce - Launches Headless 360 to Power AI Agents

• SEC - Debuts "Material Matters" Podcast With Heavy Crypto Focus

• NYDIG - Nears Deal for 1,300-Acre Alcoa Site in New York

• Zondacrypto - Crisis: 4,500 BTC Lost & Political Scandal Erupts

• Stripe - Integrates Stablecoins to Slash Global Settlement Times

• Sarah Wolf - Exits Coinbase After Five Years of Growth

• Japan - Reclassifies Crypto as Financial Instruments Under FIEA

• Polymarket V2 - Goes Live April 22: Major Exchange Overhaul

• Bridge - Adds USDT on Solana for Custodial Wallets API

• TRON - Integrates deBridge MCP for AI-Driven Cross-Chain Execution

• Metaplex App - Launches Bonding Curves for Humans and Agents

• Vitalik Buterin - Warns Against eth.limo Following DNS Attack

• DL Research - How ZK, FHE, and MPC Protect Data

• ZachXBT - $RAVE Price Volatility Sparks Calls for Insider Investigations

• Dune - The RWA Shift: From "Sitting" Treasuries to "Active" Credit

• Joseph Lubin - Decentralization is the Answer to Big Tech AI

• Artemis - $PURR vs MSTR: Why Hyperliquid Strategies Misprices HYPE

• Ripple - XRP ETFs: The Era of Institutional Adoption is Here

• ARK Invest - Robotaxis Now Active in 50+ Cities Globally

• iwillpat - L1s are Dead: The Rise of Rollup-as-a-Service

• Coinbase Ventures - 2026 is a "Builders Market" for Crypto

• Google Paper - Reveals Realistic Quantum Path to Bitcoin Theft

• Miles Deutscher - Claude + TradingView: Live Data Integration Now Possible

• Jukan - Nvidia’s Strategic Dilemma: Why Time Outranks Technical Moats

• Keone Hon - Public Blockchains Strike Back: Solving the MEV Problem

• Alex Thorn - OFAC’s Growing Reach: 518 Bitcoin Addresses Now Sanctioned

• N/A

• N/A

GM,

This is Eli5DeFi Daily Newsletter bringing you the latest update and information about crypto, AI and broader markets.

Here’s the Highlights for today:

• CZ - SBF’s $6B Bailout Request Was “Casual as a Sandwich”

• XRP - Officially Launches on Solana via wXRP Bridge

• Kraken Parent - Acquires Bitnomial to Boost U.S. Derivatives

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• AI Trading Platform Comparisons

• Tokenization Has a Paradox Problem

• Circle - Launches Official USDC Bridge for Native Transfers

• Strategy - Proposes Semi-Monthly Dividends for STRC Preferred Stock

• Anthropic - Launches Claude Design: A Conversational Figma Competitor

• 0G App - Launches: Build and Deploy AI via Browser

• Singapore Gulf Bank - Launches 24/7 Stablecoin Minting on Solana

• Robert Dunlap - Sentenced for $20M Fake Gold and Art Scam

• Yuga Labs - Names Michael Figge CEO; Solano Moves to Chairman

• Grinex Exchange - Shuts Down Following $15M State-Linked Hack

• Flow Capital - Tokenizes $150M Private Credit Fund

• Blumenthal - Demands DOJ Update on Binance Compliance Monitor

• Crypto Council for Innovation - Acquires Digital Energy Council

• Rep. Sheri Biggs - Discloses $250K BlackRock Bitcoin ETF Buy

• Rhea Finance - Hack Hits $18.4M; Double Initial Estimates

• Circle - Sued Over "Sluggish" Response to $295M Drift Hack

• PeptAI - The First Fully Autonomous Peptide Drug Pipeline

• Kunal Doshi - Kalshi Scales Sports Prediction Markets

• paulkhls - OX2R-004: A Potential First-in-Class Orexin Agonist for ADHD

• Tiger Research - Drift Protocol Swaps USDC for USDT After Tether Financing

• Nikita Bier - X Trading Pilot Hits $1 Billion Globally

• Jim Esposito - Citadel Could Market-Make for Geopolitical Contracts

• Roland Lescure - Backs Qivalis to Challenge U.S. Stablecoin Dominance

• Donald Tusk - Claims Zondacrypto Has Russian Mafia and Intelligence Ties

• Artemis - Artemis II: Compare Hyperliquid and Robinhood on One Platform

• The Interfold - The Math of Verifiable Multiparty Execution

• Dune - On-Chain Deep Dive: Anatomy of Polymarket’s Fastest Markets

• Markets, Inc. - Solving Crypto’s Structural Funding Gap

• Arrakis - DEX Liquidity Design: Beyond Passive Full-Range Pools

• Thejaswini M A - Fed Nominee Must Divest Solana and Polymarket Stakes

• A16Z News - Software Stocks Trading at Rare Historical Discounts

• ORO AI - The "Model Collapse" Risk: Training AI on Synthetic Content

• N/A

• N/A

GM,

This is Eli5DeFi Daily Newsletter bringing you the latest update and information about crypto, AI and broader markets.

Here’s the Highlights for today:

• Charles Schwab - Launches Spot Bitcoin and Ethereum Trading for 39M Users

• Tether - Leads $148M Rescue for Drift After $270M Exploit

• Mastercard - Enters the Agentic Era: Secure AI Payments via Lobster.cash

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• Jensen Huang Interview Summary

• Stanford AI Index 2026 Report

• The Evolution of SSV

• Project Darkbloom

• South Korea - Pilots Blockchain Tokens to Cut Government Card Waste

• Hyperbridge - Traces Stolen $2.5M to Binance After Exploit Update

• Tether - Adds $70M in Bitcoin to Growing Reserve Wallet

• Tempo - Launches ‘Zones’ for Private, Institutional Parallel Blockchains

• Google Chrome - Adds ‘Skills’ to Turn AI Prompts into Shortcuts

• DFlow - Launches Agent CLI for Autonomous Solana Trading

• Pumpcade - Launches First-Ever 'ACE' Round

• OpenAI - Launches GPT-Rosalind for Bio-Research

• Talus Protocol v1.0 - Hits Sui Mainnet

• Superstate - Launches 'FundOS' Infrastructure

• The Tether-Cantor Alliance: $10M Donation to Crypto Fellowship PAC

• Crypto Capital - Escalates: $8M Offensive Against Sherrod Brown

• HIVE - Shifts to AI: $75M Raise for GPU Expansion

• UK Crypto Roadmap: FCA Eyes October 2027 Final Rollout

• Joe McCann - Investigation: Passport Withheld in Zanzibar Prob

• DoubleZero Edge - Shaves Milliseconds Off Solana Data

• Morgan Stanley’s MSBT - Hits $100M Inflows in Just 6 Days

• Unified Labs - Joins Morpho: Asia’s First RWA-Focused Curator

• VerifiedX - Launches "Prism": Zero-Knowledge Privacy for Bitcoin

• Ether.fi - Pledges $3B to ETHGas for Realtime Ethereum Vision

• Paxos - Audit vs Algorithm: The Structural Gap in Stablecoins

• Nikita Bier - X Goes Global: Real-Time Cashtags Now Live on iOS

• Dwarkesh Patel - Compute vs Capability: Jensen Huang on China’s AI Path

• Drift - Protocol Update: Recovery Tokens and the Path to 1:1 Parity

• Nic Carter - Trillion-Dollar Salvage: Why 2029 is the Dead-Line for Crypto

• Tara Tan - Why AI is Swallowing Software Whole

• Arthur Hayes - The 'No Trade' Warning: Why Arthur Hayes is Sitting Out Q2

• dbreunig - Why Spending Tokens is the New Firewall

• kir_varlamov - DeFi Intents: The Financial Rails for AI Agents

• X Money vs PayPal: Mizuho Warns of Crypto Regulatory Hurdles

• 01Resolved - The High Stakes of Building in Public

• Axios - VC is Not What it Was: The Rise of the Mega-Round Era

• BitMEX - The Quantum Canary: A 'Nuclear Tripwire' for Bitcoin Security

• A16Z - From Seagrass to Submarines: The Rise of Maritime Robotics

• ETH Rangers - Recap: 785+ Vulnerabilities Fixed in Six Months

• Nic Carter - Beyond the Freeze: The New Strategy for Satoshi’s Stash

• 1kxnetwork - Fees vs Price: Why Q1 Revenue Collapsed Alongside BTC

• Autonomous by Design: Opus 4.7 Leapfrogs 4.6 in Coding and Agents

• Theo_Network - Tokenization 101: Killing the Financial Middleman

• DWF Ventures - The Distilled Recap: The State of Agentic DeFi

• Free Systems - Can 'Glasswing' Fix AI's Trust Deficit?

• Polygon - Why US Enterprises Are Moving to On-Chain Rails

• Shuyao Kong - The New 'Real Yield': Brix Bridges Global Interest Rate Gaps

• jumpcrypto - PropAMMs Bring Pro-Grade Liquidity On-Chain

• Ed Elson - The Narrative Battlefield: How Clips Shape Global Perception

• N/A

• N/A

GM,

This is Eli5DeFi Daily Newsletter bringing you the latest update and information about crypto, AI and broader markets.

Here’s the Highlights for today:

• BIP-361 - Plan to Freeze Satoshi’s $74B Stash Proposed

• X-Perps - Go Live: Elon Musk Launches Crypto Derivatives in Europe

• Ondo x Clearstream - Bridge €18T Infrastructure to RWA

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• The Competence Collapse

• $3B ETH Staked in Single AVS

• WLFI Borrowing Cycle

• Ether.fi - Supplies $3B Liquidity for ETHGas Blockspace Market

• WLFI - Moves to Unlock 62B Tokens Amid Insider Controversy

• OP Mainnet - Hits Record TVL as Ether.fi Goes Live

• Virginia - Protects "Lost" Crypto with Mandatory 1-year Hold

• Pakistan - Ends 8-year Crypto Banking Ban

• Tether - Adds $70M in Bitcoin to Massive Reserve Stash

• Amex - Launches ACE: The First AI Agent Developer Kit

• SIX Exchange - Brings Swiss and Spanish Stock Data On-chain

• Lattice - Winding Down: Redstone to Shut Down May 15

• Winklevoss Capital - Ends Selling Streak: $43M BTC Moved to Cold Storage

• WULF - Drops on $900M Dilution: Financing the AI Data Center Pivot

• Legal & General - Goes On-Chain: £50 Billion ($68B) Moved to Calastone

• 21Shares - Files for Nasdaq Listing of Hyperliquid ETF

• Riot ($RIOT) - Shares Dip 6% After Losing Key Infrastructure Exec

• BAVA - Live: Bitwise Launches the First Staking-enabled Avalanche ETF

• Bitdeer - Hits 70 EH/s, Overtaking MARA

• Hyperliquid - Reports $2 Billion Open Interest for HIP-3 Asset Class

• Kyber and CowSwap - Flip 1inch for Market Dominance

• SocGen - Launches MiCA-compliant Stablecoin on MetaMask

• Sony - Targets ¥20B ($135M) for New "Innovation Fund 4"

• Goldman Sachs - Files for Bitcoin "Fund of Funds" ETF

• Rakuten - Opens XRP Trading to 44 Million Users

• eToro - Acquires Zengo for $70M to Lead the Self-Custody Race

• Apple’s "Walled Garden" - Breached: Fake Ledger App Drains $10M

• Bitmine - Holds 4.87M Ether: A $10 Billion Bet on the Future of ETH

• Justin Sun - Tron to Become First Quantum-resistant Public Chain

• Nikita Bier - One-tap Trading: X Moves Closer to "Everything App" Goal

• rekt - The KYC Paradox: Sumsub Hosted an Uninvited Guest for 1.5 Years

• Charles Edwards - AI is the New "Y2K Moment" for DeFi

• Zach Pandl - Generational Wealth Transfer is Crypto’s Silent Catalyst

• A16Z News - The "Physical AI" Era: Beyond LLMs and Chatbots

• Tim.0x - Why Prediction Markets are the "Dark Horse" of 2026

• K33 - Report: Negative Funding + Rising Price = High Breakout Probability

• Thejaswini M A - Why the SIX/Chainlink Deal is the "Bloomberg Killer"

• EigenCloud - Project Darkbloom: Turning Idle Macs into AI Powerhouses

• Zackary Skelly - Crypto Hiring 2026: Why This Cycle is Different

• CyprxResearch - USDC is the New Visa: The Rise of "Invisible Crypto"

• Brix - Raises $5.5M

• SDEV - Raises $134M

• N/A

GM,

This is Eli5DeFi Daily Newsletter bringing you the latest update and information about crypto, AI and broader markets.

Here’s the Highlights for today:

• Y Combinator - Settles First Investment via USDC on Solana

• Visa x Stripe - Join Tempo Blockchain as Validators

• Tether - Launches tether.wallet: Direct Self-custody for Billions

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• Mantle Clawhack

• BIT-00111 - The Locked Stake TAO

• The $12.6 Trillion Market Moving to Ethereum That Nobody Is Talking About

• LI.FI Earn is Live

• NHN KCP - Targets Sub-second Payments via Avalanche L1

• CoW Swap - Pauses Backend Following Domain Hijacking Incident

• DOJ - Offers $40M for Victims of $4B OneCoin Fraud

• NVIDIA - Launches Ising: AI Models to Speed Up Quantum Computing

• Claude Code - Launches 'Routines' for Hosted, Persistent AI Automation

• Sei v6.4 - Live: Moving Toward an EVM-only Architecture

• Ethereum Foundation - Launches $1M Audit Subsidy for Builders

• IRS - Steps Up Crypto Enforcement for April 15 Deadline

• Russia - Mandate KYC for All Crypto Withdrawals

• Deutsche Börse - Buys $200M Stake in Kraken’s Parent Company

• Ether - Outperforms Bitcoin Amid $325M BTC ETF Outflows

• Goldman Sachs - Files for Yield-focused Bitcoin Income ETF

• Kevin Warsh - Files Financial Disclosure Ahead of Fed Confirmation

• FCA - Probe Requested Over Nigel Farage's Crypto Promotion

• Ledger - Unveils "Human in the Loop" AI Security Roadmap

• STRC - Hits Record $1.1B Daily Trading Volume

• HIVE and Bitfarms - Lead AI-mining Rally with 11% Gains

• Squads - Alerts Users of Ongoing Address Poisoning Attack

• Scroll - Proposes Dissolving Security Council for Leaner Governance

• Caleb Shack - YouTube: The Next Global Neobank for the Creator Economy

• tatsuya_kohrogi - 44M Rakuten Users Gain Access to XRP via Pay App

• Catrina - Contrarian View: HYPE’s $43B FDV Limits Further Upside

• Stani Kulechov - "Zero Room for Friction" in Aave DAO

• Delphi Digital - 69% of New Tokens Trade Below Private Valuations

• Printr - Proof of Belief: Stakers Earn 100% of Trading Fees

• Sen. Tillis - Release Key Stablecoin Yield Compromise Draft

• Bernstein - Prediction Markets to Hit $1T Volume by 2030

• ZachXBT - $9.5M Stolen via Fake Ledger Live Application

• Underwriting Crypto - Digest: Lending Mispricing & WLFI Controversy

• Arkham - A Guide to Pig-butchering, Ransomware, and On-chain Theft

• socialgraphvc - Wall Street Goes On-Chain: The $140 Trillion Opportunity

• basedpotato - Lido DAO Proposes $20M Buyback as LDO Hits Lows

• Dara_VC - Crypto VC Funding Surged 433% to $50B in 2025

• Zeneca - How LLMs Work: A Foundational Guide for Daily Users

• Enterprise Onchain - Licensed, Filed, Funded: The Institutional Surge

• Paxos Labs - Raises $12M

• Pumpcade - Raises $5M

• Mintlify - Raises $45M Series B

• N/A

GM,

This is Eli5DeFi Daily Newsletter bringing you the latest update and information about crypto, AI and broader markets.

Here’s the Highlights for today:

• Coinbase - Launches DEX Portal in UK: The “DeFi Mullet” Strategy Arrives

• Strategy - Acquires 13,927 More BTC for $1 Billion

• StarkWare - Cuts Staff to Pivot Toward Revenue-Focused Growth

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• Investable Token Landscape

• Crypto Calendar Week 16/2026

• DeFi Security Illusion

• Aave DAO - Approves $25M Grant Despite Key Internal Dissent

• Exodus - Sues W3C to Force $175M Acquisition Deal

• Jeremy Allaire - Defends Refusal to Freeze USDC in Drift Exploit

• Bitmine - Reports $11.8B in Total Crypto and Cash Holdings

• SEC - Issues New Guidance on Crypto Interface Broker Registration

• Ondo Finance - Files SEC No-Action Request for Tokenized Notes

• Lovable - Launches "Lovable Payments" for One-Conversation Monetization

• Grab - Launches 13 AI Services in Major "Everyday Guide" Pivot

• HSBC - Successfully Pilots Tokenized Deposits on Canton Network

• Superstate x Invesco - Partner to Launch New Suite of Tokenized Products

• Alameda - Unstakes $16M in SOL for Expected Creditor Payouts

• Bank of Korea - Proposes Stock-Style Circuit Breakers for Crypto Exchanges

• World Liberty Financial - Shuffles $22M in Stablecoins Amid Debt Fallout

• Foundry - Launches Zcashinfo.com as Mining Pool Hits Critical Milestone

• ClearBank Europe - Gains CASP Status to Bridge Fiat and Stablecoins

• Coinone - Hit with $3.5M Fine & Suspension

• Coinbase - Shares "De-Risked" as USDC Gains Market Share

• Chris Giancarlo - Exits Law for Crypto Advisory

• CoinShares Research - Digital Assets See $1.1B Inflows as Risk Appetite Returns

• Polkadot - Hyperbridge Paused After Exploit Hits DOT on Ethereum

• dango - Perps Hit by Insurance Fund Exploit; $1.9M Impacted

• Castle Labs - Beyond Neobanks: The Rise of the Onchain Banking Era

• FTDA_US - Innovation Head: RWAs vs Native Crypto

• Eli Ben-Sasson - StarkWare Internal Memo Reveals the "Why" Behind the Pivot

• Nick Percoco - Kraken Refuses to Pay Criminals After Client Data Exposed

• Ilya Strebulaev - From Startups to Buyouts: How Private Equity Really Works

• Tara Tan - Intel Partners With Musk’s $25B Terafab for Mass Compute

• Rob Hadick - The VC Marketplace: Why Investors Prioritize LPs Over Hype

• Stani Kulechov - Aave’s "Master Plan" Officially Begins: The $AAVE Pivot

• Brian Armstrong - x402 Protocol Introduces "Upto" for Efficient Agentic Billing

• Garrett - “World Extortion”: Trump Shuts Down Iranian Maritime Trade

• Fintech Brainfood - Rethinking AML for the Stablecoin Era

• Jaya Gupta - The AI Lock-In: Is "State" the New Competitive Moat?

• thiccy - Trump’s Playbook Backfires: Not Enough Panic to Force a Deal

• Stablecoin Insider - The Real Reason KYC is Throttling Adoption

• Green Field - Africa's Fragmented Internet Gets a Unified Backbone via Share

• H.E. Justin Sun - Is World Liberty Financial (WLFI) as Decentralized as It Claims?

• A16Z News - Surviving AI Price Wars: Beyond Outcome-Based Pricing

• Systematic Long Short - Strategies on DEXes: How to Hide Your Footprint

• Sterling Crispin - Nothing Ever Happens: The Bot Betting on a Boring Future

• N/A

• N/A

Eli5 Weekly Reading is back, let’s explore this week’s top post!

P.S. You can also find the reading list on our Substack. Subscribe to receive it in your inbox along with other updates and insights.

• Alex Weseley - The Neobank Moment

• Ethena - USDe Backing Diversification: Building Resilience Across Market Cycles

• Dirt Roads - The Physics of On-Chain Lending

• MegaETH - New Products, New Mafia Apps, Omega Through and Through

• Dopamine Markets - States vs. Prediction Markets: The Fight Over the Meaning of ‘Swap’

• Kaviish - The Financialization of Uncertainty

• Veradi Verdict - Wall Street Goes Onchain: Why the Ondo x Franklin Templeton Deal Changes Everything

• Lemniscap - Pod Network: An Infrastructure Layer for Fair, High-Performance Global Markets

• The Block - A Deep Dive into the Future of Onchain Liquidity Routing

• DCo - Why HIP-4 Will Take Over Finance

• Solana - Raising the Bar on Solana Ecosystem Security

• Jeff Dorman - The List of “Investable” Tokens Is Very Short

• Wintermute Ventures - What Are Crypto Builders Actually Building Right Now?

• Tempo - Stablecoins for Neobanks

• Biconomy - Introducing ERC-8211: The Execution Standard for Onchain Agents

• New York Times - Who Is Satoshi Nakamoto? My Quest to Unmask Bitcoin’s Creator

• HTX - 2026 Digital Asset Trends White Paper

• Kraken - The TGE Checklist

• Paradigm - An Interactive Guide to GENIUS Implementation

• James - Which Blockchain Will AI Choose?

• insights4vc - Erebor: A Stablecoin-Native U.S. Bank for the Innovation Economy

• Ryan Yoon - 2026 Korea Crypto Market Guide

• Keyrock - The $400T Future of Tokenised Assets

• 0xJeff - Enterprise Gap Is the Biggest Blocker for x402

• Agentic Money Guide - Agentic Money: A Beginner’s Guide

• Katie Chiou - Where Do Fees Go When Rails Are Free?

• Jay - How Perps Are Rewriting Global Trading

• Yuki - Tokenization’s Oracle Problem

• Darren - Leverage in Prediction Markets

• Strata - Risk-Tranching DeFi Vaults

• Shaunda Devens - Hyperliquid: Weekend Price Discovery in 24/7 Markets

• Murmuration - One Simple Reason Why Satoshi Is No Longer With Us

• Hack VC - Cycle Tested Volume 2: The Evolution of Blockchain and Crypto

• A1 Research - Agentic Payments: The Real Money Is Somewhere Else Entirely

• Category Labs - Blockspace Under Pressure: An Analysis of Spam MEV on High-Throughput Blockchains

• Sebastien Davies - Balance Sheet Battleground

• Messari - An Analysis of Public Token Sales: The Valuations Are Too Damn High

• Delphi Digital - An Answer to Short Squeeze Risk: Basket Trading

• Tom Dunleavy - The Shift in the Crypto Fundraising Landscape Over the Past 6 Months

• Category.xyz - Blockspace Under Pressure: An Analysis of Spam MEV on High-Throughput Blockchains

• Vaidik Mandloi - Polymarket Is Not a Truth Machine

• Catrina - The Great Attrition of Crypto VCs

• McTyasha - Nobody in Web3 Is Actually Thinking About Adoption

• Kevin Simback - Agents of Finance: Building an Agentic Hedge Fund

• EigenCloud - Agents Will Become Companies

• Anthropic - Expands Partnership with Google and Broadcom for Multiple Gigawatts of Next-Generation Compute

• Anthropic - Project Glasswing: Securing Critical Software for the AI Era

• Anthropic - Claude Mythos Preview

• Auditless Research - Jack Dorsey Wants to Redesign Organizations

• a16z - Where Enterprises Are Actually Adopting AI

• Tara Tan - Too Dangerous to Ship

• AISLE - AI Cybersecurity After Mythos: The Jagged Frontier

• Meta AI - Introducing Muse Spark: Scaling Towards Personal Superintelligence

• NFX - The Last Problem for AI to Solve Is Health

• Jaya Gupta - Anthropic Sees the Moat. Do You?

• Anand Iyer - The Forward Deployed Roboticist

• Demis Hassabis - Why AGI Is Bigger than the Industrial Revolution & Where Are the Bottlenecks in AI

• Ole Lehmann - How to Stay Digitally Secure in the Age of Claude Mythos

• Pete Florence - Going Beyond World Models & VLAs

• Lenny Rachitsky - Claude Code Is Giving a 5-Person Engineering Team the Output of 15–20

• Andy Hall - Mythos Isn’t the End of the State

• FD - Org Design in the Age of AI

• Beauty of SaaS - Your Parents Raised You for a Game That No Longer Exists

• Citrini Research - Strait of Hormuz: A Citrini Field Trip

• Tara Tan - The Strange Brief

• Dan Gray - The Storytellers

• Eastworlds - Eastworlds

• Stale Quant - Stop Being So Insecure

• Security Alliance - Advisory on DPRK (UNC1069) Fake Microsoft Teams and Zoom Calls

• Cloudflare - Cloudflare Targets 2029 for Full Post-Quantum Security

• Zellic - OPSEC 101: Personal Security

• Ray Dalio - The Big Thing: We Are in a World War That Isn’t Going to End Anytime Soon

• Ann Ravinther - How to Lose Your Life Savings and Still Eat Dimsum

• Bill Gurley - So You Want to Be a VC

• a16z - Charts of the Week: Venture’s $300B Quarter

• Dan Gray - Heavy Is the Head That Wears the Crown

GM,

This is Eli5DeFi Daily Newsletter bringing you the latest update and information about crypto, AI and broader markets.

Here’s the Highlights for today:

• Naval Lockdown: Trump’s Blockade Orders Send Bitcoin Below $71k

• WLFI - Strikes Back: Project Threatens Legal Action Against Justin Sun

• Arthur Hayes - Buys $1.1M More HYPE; Total Holdings Top $10M

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• Eli5 Weekly Reading List 15/2026

• Crypto Fraud - Hits Record $11.4 Billion in 2025

• Aave DAO - Approves $25M Grant for Aave Labs

• J.D. Vance - Announces Negotiation Breakdown; Bitcoin Drops 2%

• TRUMP Tokens - Move to Private Wallets Ahead of Gala

• Tether-Linked Super PAC - Launches First $300k Ad Buy

• Hyperliquid Oil - Spikes 7% Following Trump’s Hormuz Blockade

• Bhutan - Sells $216M in Bitcoin as Mining Revenue Slows

• Aave V4 - Hits Max Capacity; Deposit Caps Increased

• Argentina - Expands Market Access via Crypto Net Worth Rules

• SpaceX - Holds $603M Bitcoin Despite $5B Yearly Loss

• ECB - Backs Unified Oversight to Boost EU Competitiveness

• Keone Hon - How Parallel Execution Fixes Ethereum’s Biggest Bottleneck

• H.E. Justin Sun - WLFI Smart Contract Backdoor Exposed

• Chaos Labs - Dolomite Looping Activity Sparks Contagion Fears

• Dan Gray - Heavy is the Head: The Risks of Over-Funded Startups

• Morpho vs Aave - Analyzing the DeFi Revenue Efficiency Gap

• WuBlockchain - Asia’s Weekly Top 10 Crypto News

• Freda Duan - Beyond Workflows: Rethinking Org Design in the AI Era

• IMF - Warning: Stablecoin Stability Depends Entirely on Reserves

• Santolita - Privacy by Design: Tether’s QVAC Runs AI Without the Cloud

• Peter Girnus - Tracking WLFI Fees: A Realistic Look at Trading Revenue

• McTyasha - Mass Adoption vs Mass Friction: The Web3 Product Gap

• Existential Theft: Why North Korea Targets Crypto for Survival

• GoDark - Using ZK-Proofs to Shield Solana Trading Playbooks

• Mike Selig - States Lack Power to Police Prediction Market Providers

• Tok-Edge - Raises $1.5M at $15M Valuation for Crypto Pivot

• N/A

GM,

This is Eli5DeFi Daily Newsletter bringing you the latest update and information about crypto, AI and broader markets.

Here’s the Highlights for today:

• Pudgy Penguins - Launches PenguBot: The AI Trading Evolution

• Bhutan - Sells 70% of Bitcoin Stash Since 2024

• Polymarket - Polymarket USD: How pUSD Powers Your Next Trade

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• ERC-8211 - Ethereum Batching

• Project Spotlight Week 15/2026

• Kamino - Launches Whitelisted Reserves for Enhanced Vault Security

• Accenture - Invests in Replit to Scale Enterprise “Vibe Coding”

• Ether Machine and Dynamix - Scrap $50M SPAC Merger Deal

• Bitwise - Updates Hyperliquid ETF: Launch Appears Imminent

• ECB - Backs Centralized EU Oversight for Major Crypto Firms

• Federal Judge - Halts Arizona’s Criminal Case Against Kalshi

• Crypto Perps - The New 89% Accurate Wall Street Crystal Ball

• SpaceX - Holds $603M Bitcoin Despite $5B xAI Loss

• Crypto Q2 - Kickoff: Startups Raise $76M in Week One

• Dogecoin Devs - Begin Testing Post-quantum Cryptography

• OpenAI - Updates macOS Security to Block Counterfeit Apps

• Sam Altman - AI Anxiety is Justified, but Violence is not

• Tom Dunleavy - VC Power Shift: Capital Now Trumps Networking in Crypto

• Arkham - Zcash Privacy: Why Most ZEC Transactions are Still Trackable

• Vaidik Mandloi - Polymarket Disputes: Why the "Truth" is Often Delayed

• Tim.0x - Verifiable Data: The Invisible Layer of Trust in Web3

• Artemis - The "Ceasefire Rally" and the Rise of MSBT

• Candid Contemplation - Why Crypto VCs are Disappearing

• The Bitcoin Split: Mandated Buyers vs the Panic Sellers

• CLARITY Act - Wintermute Pegs Passing Odds at Just 30%

• Graeme - Hermes + OC: Building an Autonomous "Dreamer" Agent

• Etherealize - The Stripe Wall: Why AI Agents Need DeFi to Scale

• ZeusRWA - Tokenized Stocks: How Real Shares Become Digital Assets

• Ramp Labs - Latent Briefing: A Realistic Path to Scalable Agent Teams

• Alfred Lin - The Altitude Error: Why Strategy Fails Without Perspective

• Vikram Singh - Beyond the Doomerism: Finding the Upside of AI

• N/A

• N/A

GM,

This is Eli5DeFi Daily Newsletter bringing you the latest update and information about crypto, AI and broader markets.

Here’s the Highlights for today:

• WLD Inflation - Drop 43% in Major Tokenomics Pivot

• Japan Cabinet - Reclassifies Crypto as Financial Products

• Sovereign Sell-Off: Bhutan’s BTC Holdings Down 70% from Peak

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• Why Covenant is Leaving Bittensor?

• L2 is The Future

• How I Cut My Workload by 80% with 4 Steps (And How You Can Too)

• Covenant AI - Quits Bittensor, Citing Founder’s Unilateral Control

• HSBC x StanChart - Lead Hong Kong’s Stablecoin Launch

• Euronext - Joins Pyth: Institutional FX Data Goes On-Chain

• Securitize x TRON - Bringing Institutional Assets to 200M+ Users

• Tether - Launches QVAC SDK: The Atomic Unit for 1 Trillion AI Agents

• Intel x Google - Deepen Ties to Scale Next-Gen AI Cloud

• Greenlane - Holds 32% of BERA Supply; Launches Share Buyback

• Claude for Word - AI Co-Authoring Moves Directly into the Sidebar

• WLFI vs FUD - Trump-Backed Project Defends $75M Loan

• Trade SpaceX - Launched on Bitget: IPO Prime Brings Pre-IPO Tokens

• Strategy PT - Cut to $350: TD Cowen Revises BTC Outlook

• Justin Sun’s $75M WLFI Bet Crumbles: Frozen and Down 60%

• DOJ - Moves Seized Steroid Conspiracy BTC to Coinbase

• Vietnam’s $380M Gate: OKX x HashKey Back CAEX Exchange

• Flare’s ‘FIRE’ Proposal: Slashing Inflation and Capturing MEV

• Binance - Offers UAE Exit: 1,000 Staff Offered Asia Relocation

• Claude - Anthropic’s New Strategy: Opus Reasoning at Sonnet Prices

• Shopify - Shopify AI Toolkit: Native Store Control for Claude & Cursor

• Circle - Defends "Rule of Law" After $270M Drift Exploit

• Artemis - SoFi’s "Inflection Point": Mispriced Growth in a Risk-Off Market

• insights4vc - Erebor Bank: First Trump-Era National Bank Charter Approved

• Vikram Singh - Beyond Citrini: Reclaiming the Narrative of Human Agency

• Ilya Strebulaev - VC 101: Decoding the Cap Table and Post-Money Valuation

• A16Z News - The $300B Quarter: Venture Investment Smashes All-Time Records

• Artemis - Crypto Factor Model: Launching the "Stablecoin Flow" Signal

• Free Sytems - Mythos & the State: Why AI Won’t Topple the Leviathan

• Jaya Gupta - From Advice to Action: AI’s New Battle for Permission

• blocmates - AI as an Employee: The New Standard for Autonomy

• Youssef - x402 Foundation’s First Big Move: Variable-Cost Payments

• PeiChen01 - Strategy is the New Chain: The Curator’s Rise

• Mythos AI - Scare: Bessent and Powell Summon Bank CEOs

• Enterprise Onchain - Identity, Assets, and Data: The Three Pillars of Agentic Ethereum

• Moonrunner - The Race for a Compute Index: Pricing the $7T AI Boom

• NfX - Health: The Final Economic Problem for AI to Solve

• Moses Capital - Venture’s Invisible Funnel: What LPs Actually Look For

• jay_drainjr - Perps Rewrite Global Trading: DEX Volume Surges 346%

• Momir - The Bittensor Dilemma: Narrative vs Structural Reality

• N/A

• N/A

GM,

This is Eli5DeFi Daily Newsletter bringing you the latest update and information about crypto, AI and broader markets.

Here’s the Highlights for today:

• Trump - Signs Executive Order Allowing Crypto in 401(k) Retirement Plans

• TON - Goes Sub-Second: Durov Unveils 400ms Block Times

• Fartcoin - Crashes 50% After $145M Long Bet Liquidated on Hyperliquid

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• One-Pager on How to Landed Deals on Bear Markets

• The Endgame Was Always User-Generated

• The Illusion of Victory

• Flare’s FIP Is Not an Inflation Cut. It Is a Value Capture Proposal

• Canary - Files for PEPE ETF; SEC Review Process Begins

• WLFI - Hits Record Low After $75M Stablecoin Borrowing Maneuver

• Morpho - Launches Beta Interface Purpose-Built for AI Agents

• Yuga Labs - Settles Bored Ape Lawsuit; Copycat NFTs Banned

• Tether - Launches QVAC SDK: Universal "Local-First" AI Building Block

• Umbra Privacy - Launches Browser Suite Testing on April 13

• Perplexity x Plaid - AI Now Analyzes Your Bank and Credit Data

• Crossmint - Launches Stablecoin-Backed Virtual Visa Credit Cards

• Meta - Launches Muse Spark: A "Ground-Up" Rebuild for AI

• Monad - Launches Hardware Subsidy Program for High-TVL Teams

• Sky & Spark - Overhaul Yield Strategy to Boost S&P Credit Rating

• Russia’s Energy Ministry - Denies Rumors of Moscow Crypto Mining Ban

• Tornado Cash - Update: Judge Weighs Acquittal for Roman Storm

• Tokenized Perps - Explode: Weekly Volume Hits $31B

• Meta x CoreWeave Ink - $21B Deal for NVIDIA Superchip Dominance

• Binance - Integrates Prediction Markets: Retail Access for Millions

• Novogratz - Hails Helios as $15B Infrastructure Giant in Galaxy Annual Report

• Ben Delo - Donates £4M to Reform UK

• Bitmine - Graduated to NYSE; Launches $4B Share Buyback

• U.S. Treasury - Extends Traditional Bank "Cyber-Shield" to Crypto Sector

• Securitize - Appoints Former SEC Director Brett Redfearn as President

• Crypto Card - Spending Smashes $600M Monthly Milestone

• Morgan Stanley’s MSBT - Beats Estimates with $34M Trading Debut

• Bitcoin Depot - Hack: $3.7M in BTC Stolen from Corporate Wallets

• Bhutan - Moves $23M in Bitcoin; National Reserves Plummet 70% from Peak

• ZachXBT - Unmasks 390-Account DPRK Fraud Network

• Binance App - Launches One-Click Prediction Markets via Predict.fun

• Stablecoin FX - Reaches "Institutional-Grade" Parity in LATAM and East Africa

• CME Bitcoin - Futures Activity Slumps to 14-Month Low

• US Secret Service - Freezes $12M in Multi-National Crypto Crackdown

• AlphaTON Capital - Targets $43M Raise for Telegram’s Cocoon AI Project

• LlamaRisk - Expands Mandate to Cover Aave V4 and Horizon

• Base - Base Batch 003: The New Builders Defining the On-Chain Economy

• Keyrock - $27B On-Chain: Tokenized Assets Eye $400T Global Market

• CZ - Memoir: U.S. Rivals Spent Millions to Block My Presidential Pardon

• CryptoQuant - BTC & ETH Rally Fueled by $4B Surge in Fresh Long Positions

• A16Z News - Enterprise AI Debunked: Hard Data Shows ROI is Working

• Category Labs - Spam MEV Crowds Out Users on Low-Fee Rollups

• Tara Tan - Anthropic’s "Mythos" Leak: The AI with a Personality Structure?

• Nic Carter - Dismisses NYT Satoshi Report as "Surprisingly Weak"

• Hack VC - Institutional Adoption Hits "Key Fulcrum" in 2026

• Cloudflare - Expedites Post-Quantum Security Goal to 2029

• Token Terminal - $5.1B in Commodities Now Tokenized on Ethereum Mainnet

• Aisle - Dissects Mythos: "Jagged Frontier" in AI Security Exposed

• Paul Atkins - "Now is the Time" for Congress to Pass Crypto Bill

• buffalu - MEV Rebrand: From "Toxic Tax" to Anti-Fragile Engine

• Delphi Digital - Crypto Privacy: The "Quiet Convergence" of 2026

• CFTC - Sues Arizona: "Sports Betting is Finance, Not Gambling"

• Bithumb - Sues Users Over $40 Billion "Fat-Finger" Error

• Saylor - Declares $60K Bottom: "Forced Sellers Have Left the Building"

• Enhanched - Raises $1M

• N/A

GM,

This is Eli5DeFi Daily Newsletter bringing you the latest update and information about crypto, AI and broader markets.

Here’s the Highlights for today:

• Alchemy - Unveils AgentPay: The Interoperability Layer for AI Agents

• SEC - Admits “Flaws” in Years of Crypto Enforcement Actions

• Chainalysis - Stablecoin Volume Projected to Hit $1.5 Quadrillion by 2035

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• How Reenlever Unlocks 12% USDT Yield

• Project Glasswing & Claude Mythos 101

• Polymarket vs Kalshi vs Hyperliquid HIP-4

• My Takes on Bear Market Deals for Creators

• USX Private Transfer is Live

• UBS x Sygnum - Join New Swiss Franc Stablecoin Sandbox

• Ethereum Foundation - Swaps 5,000 ETH into Stablecoins for Funding

• South Korea - Regulates RWAs and Stablecoins Under Existing Laws

• U.S. Treasury - Demands Stablecoin Firms Police All Illicit Transactions

• Morgan Stanley - Launches Cheapest Bitcoin ETF with $34M Debut

• Apple x Google x NVIDIA - Join Project Glasswing for AI Defense

• Tempo - Launches Accounts SDK for Seamless Wallet App Integration

• Intel - Joins SpaceX and Tesla to "Refactor" Silicon Manufacturing

• Bybit - Thwarts Coordinated Fake Deposit Attack Worth 1B DOT

• Securitize - Tokenizes Nasdaq-listed Currenc on Ethereum and Solana

• YieldCompass - Launches Objective Risk Framework for Solana DeFi

• Circle Mint Singapore - Launches USDC Payouts API for Global Partners

• DPRK Group UNC1069 - Uses Fake Teams and Zoom for Malware

• Trump - Proposes U.S.-Iran “Joint Venture” for Hormuz Shipping Tolls

• DOJ - Blocks Roman Storm’s Bid to Dismiss Tornado Cash Charges

• Coinbase - Secures Australian AFSL: Crypto and Equities Merge

• Standard Chartered - Absorb Zodia’s Crypto Custody Operations

• Iran - Demands Bitcoin for Strait of Hormuz Tanker Passage

• NGHT ETF - Taps Into Global Bitcoin Volatility Outside U.S. Hours

• SEC - Appoints David Woodcock as New Enforcement Director

• Yuga Labs - Settles with Ryder Ripps, Ending BAYC Lawsuit

• Ethereum Researchers - Propose Smart Transaction Batching for DeFi

• GSR - Quantum Watch: The "ECC Crack" Threshold Just Dropped

• Decentralisedco - HIP-4 Projected to Drive $125 Billion in Annual Volume

• Adam Back - Denies Being Satoshi While Reflecting on Early Ecash

• Artemis - $CRCL Deep Dive: Why the Market is Wrong About Circle

• David Lopez Mateos - Why There Is No "GPU Price"

• Kraken - The 13 Decisions That Define Your TGE Success

• Presto Research - Major M&A Deals Signal Total Shakeup for Korean Exchanges

• JohnWRichKid - Monad Nitro vs Hype: A Focus on Product-Market Fit

• Paradigm - GENIUS Act Rulemaking: The Race to Define U.S. Stablecoins

• White House - Stablecoin Yields Won’t Trigger Bank Deposit Flight

• CZ - SBF Asked for Billions “Like a Bologna Sandwich”

• Dopamine Markets - How Dodd-Frank Classifies All Trades as “Swaps”

• Biconomy - ERC-8211 Enables Secure, Non-custodial Execution for AI Agents

• Category Labs - Spam MEV Consumes Over 50% of Block Gas on Major L2s

• Wintermute Ventures - EthCC Cannes Signals Institutional DeFi Pivot

• Jeff Dorman - Market Vibe Check: The "Investable" List is Shrinking

• Google Gemma - Run Gemma 4 Locally with OpenClaw in Three Easy Steps

• Pharos - Raises $44M Series A

• Giggles - Raises $1.2M Pre-Seed

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GM,

This is Eli5DeFi Daily Newsletter bringing you the latest update and information about crypto, AI and broader markets.

Here’s the Highlights for today:

• CME Group - Launches Avalanche and Sui Futures in May

• FDIC - Approves New Stablecoin Rules Under GENIUS Act

• EigenCloud - Crypto x AI: Democratizing Capital for Internet-Native Entities

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• Polymarket CTF + CLOB V2 in Plain English

• $100M FDV. $50M Day-One Liquidity. Is $BLEND Really Worth Your Money?

• The Next Trillion Company is AI x Crypto

• Phantom Wallet - Reports Outage: In-App Balances Temporarily Affected

• Anthropic - Secures Gigawatts of Compute for Next-Gen Claude Models

• Fox News - Integrates Kalshi Data Across All Major Platforms

• Crypto RWA-Perp - Volume Hits 4.9% of Primary Futures

• Bitdeer - Delivers: SEALMINER A4 Series Meets Technology Roadmap Goals

• Polygon - Hardfork: Giugliano Upgrade Activates for Faster Finality

• Figure - Hits $1B Milestone: Monthly Loan Volume Doubled Year-over-Year

• Split Capital - Winds Down as Founder Joins Plasma

• Selig - Under Fire: CFTC Faces April 15 Deadline on War Contract Oversight

• The Great Divergence: Bitcoin Breaks Correlation with Software Stocks

• Digital Ruble - Launch Set for Sept 1 Amid Low Adoption

• Kookmin, Shinhan, and Hana - Meet Circle Over USDC Adoption

• Stabble DEX - Warns LPs of North Korean Link

• Paul Atkins - Confirms SEC Crypto Safe Harbor Review is Underway

• Kevin Simback - Building a Hedge Fund with AI Agents

• kelxyz_ - Trade[xyz] and the Global Finance Revolution

• Dopamine Markets - Landmark Federal Ruling Backs Prediction Markets

• 0xSammy - Bittensor Hits the Big Time: Search Interest at All-Time Highs

• EIA - Forecast: Six Nations to Cut 9M Barrels Amid Iran Conflict

• 300 BTC Inflow: Arkham Data Tracks Large Whale Move to Binance

• Charles Schwab - Outlines Two Approaches to Crypto Investing

• Quantum-Safe BTC - The Real Obstacle is Governance, Not Code

• CoinShares Research - Weekly Fund Flows: XRP Gains While Ethereum Faces Outflows

• Will Manidis - OpenAI Policy Brief: A Blueprint for the Intelligence Age

• kimmonismus - OpenAI Proposes Wealth Funds & Robot Taxes

• shaunda devens - The 24/7 Market Dilemma: Hyperliquid Tests Onchain Equity Accuracy

• Aleks Gilbert - Senate Crypto Debates Intensify as Q2 Deadlines Loom

• StaniKulechov - Risk Manager Shakeup: Chaos Labs to Offboard from Aave DAO

• Artemis - Kalshi and Polymarket Process $52B in Q1 2026 Alone

• OAK Research - How MetaDAO Reinvents Capital Raising in Crypto

• Ray Dalio - Warns: Current Global Conflict Won't End Anytime Soon

• Darren - Leverage in Prediction Markets: The New High-Stakes Frontier

• nihar bobba - The Rise of MCP-First Startups: Beyond Static Dashboards

• VeradiVerdict - Trade Franklin Templeton ETFs 24/7 On-Chain

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Eli5 Weekly Reading is back, let’s explore this week’s top post!

P.S. You can also find the reading list on our Substack. Subscribe to receive it in your inbox along with other updates and insights.

• Hyperliquid Research Collective - Hyperliquid HIP-4 and the Outcomes Nobody Talks About

• CoinTracker × Coinbase - 2026 Crypto Tax Readiness Report

• Storm - Crypto Is Dead. Long Live Blockchain.

• Privy - Building Crypto Neobanks with Privy

• DeFi Cheetah - Why We Need On-chain Liquidity to Support Non-USD Rails, NOT APIs

• Google Research - Safeguarding Cryptocurrency by Disclosing Quantum Vulnerabilities Responsibly

• Pairie Koh - How Prediction Markets Are Entering Political Discourse on TikTok

• Pink Brains - The ve-Tokenomics Exodus

• Justin Drake - Quantum Breakthroughs That Could Crack Elliptic Curve Cryptography

• Meltem Demirors - Capital Markets Maximalism

• Token Dispatch - Moving Money Better

• Capriole Investments - Discounting Bitcoin’s Value for Quantum Risk

• Base - Base 2026 Mission, Vision, and Strategy

• Systematiclongshort - Crypto Is a Bet on Humanity’s Ceaseless Desire for Progress

• Tiger Research - Retail Investor Landscape Across 9 Asian Markets

• The Block - Strategic Selection: A Practical Guide to Choosing the Right Market Maker

• Connor King - Does IR Matter in Crypto?

• DWF Labs - Evolution of RWAs: Perpification and 24/7 Markets

• Rune - The Trenches Are Dead — They Need a Roaring Kitty

• James - Blockchain’s Biggest Upgrade: zkEVM

• 0xsmac - First Mover Advantage in Crypto: Maybe, Potentially, Probably Last

• Linux Foundation - Launching the x402 Foundation and the x402 Protocol

• Artemis Analytics - The Anxiety Economy: Why Trading Explodes

• BlockFlow - The $24 Billion Underground River: How Crypto’s Largest Criminal Marketplace Was Brought Down

• IMF - Tokenized Finance 2026

• ZachXBT - The Circle $USDC Files: $420M+ in Alleged Compliance Failures

• Marc Zeller - EthCC Reflections: Bear Market Vibes and the Agentic AI Job Crisis

• AJC - Only 6 of 41 Token Sales Are Above Their Sale Price Since 2025

• Drift Protocol - Drift Protocol Incident Background Update

• Thejaswini M A - Canton Picked a Fight

• Bank of Canada - DeFi Lending: Returns, Leverage, and Liquidation Risk

• Ben Lakoff - Mar ‘26: AI Is Eating Crypto’s Lunch (For Now)

• Peter Bell - How I Built an Agentic Org

• Not Boring - World Models: Computing the Uncomputable

• Lucas Shin - Machine Economy 2030

• Lavanya - The Agent Flywheel

• Ethan Eismann - Two ways to build a second brain with LLMs

• Karpathy - LLM Knowledge Base

• Auditless Research - We Are All Reviewers Now

• Jack - From Hierarchy to Intelligence

• McKinsey - AI Venture Building: How to Scale Faster and Smarter

• Ed Zitron - The Subprime AI Crisis Is Here

• Sequoia Capital - Services: The New Software

• Rex Woodbury - The Robot Training for the 2028 Olympics

• Google - Gemma 4: Our Most Capable Open Models to Date

• Random Labs - Skill Chaining for AI Agents

• Jaya Gupta - The Trillion Dollar B2B Loop AI Never Had

• New York Times - How A.I. Helped One Man (and His Brother) Build a $1.8 Billion Company

• insights4vc - AI Captured 80% of Global Venture Funding

• Vitalik Buterin - My Self-Sovereign, Local, Private & Secure LLM Setup (April 2026)

• Connor Dempsey - The Coming Wave of AI IPOs

• Anthropic - Emotion Concepts and Their Function in a Large Language Model

• Healthcare AI Guy - Healthcare AI Weekly (March 31)

• BeinCrypto - AI Agent Economic Infrastructure Research Report

• Yoni Rechtman - There Will Only Be Four Jobs

• T. Greer - China and the Future of Science

• Rye Lang - The Cognitive Dark Forest

• Peter Deng - Why Consumer Investing Is So Hard

• Business Times - Fine Dining in Singapore Hit by Iran War Cancellations

• Lawrence Wong - Singapore Launches Its National Space Agency

• Garrett’s Signal - The Ghost Headline

• Morgan Housel - Long Term Money

• a16z - America’s Energy Problem Isn’t Supply. It’s Delivery.

• Tara Tan - The Design-Build Loop

• Scenes with Simon - How to Be Illegible in the Age of Slop

• Ozeco & Felix - The Nuclear Renaissance

• Jason Liu - Advice to Young People: The Lies I Tell Myself

• Systematiclongshort - How to Build a Quantitative Model for Selecting Start-Ups

• Tolks - Some Thoughts on Things

GM,

This is Eli5DeFi Daily Newsletter bringing you the latest update and information about crypto, AI and broader markets.

Here’s the Highlights for today:

• Polymarket - Overhauls Stack With CLOB v2 and Native USD

• Chaos Labs - Exits Aave After Managing $26B in Growth

• Ethena - Slashes Perp Exposure to 11% in Major Diversification

Sponsor Section

Want to become our patron and be featured in this newsletter? Send us a DM here or reach us out on X or Telegram Channel

• Claude Banned Openclaw, What’s Next?

• Weekly Crypto Calendar 15/2025

• Why DeFi Insurance Can’t Scale?

• Toss - Eyes Native Crypto Amid South Korean Regulatory Delays

• Strategy - Buys 4,871 More BTC as Treasury Hits 766K Bitcoin

• Bitmine - Hits 4.8M ETH Holdings and NYSE Uplisting Approval

• Robinhood - Tapped as Broker for New Federal “Trump Accounts”

• Titan - Launches DART: Real-Time On-Chain Routing for Solana

• Solana Foundation - Launches STRIDE and SIRN Security Initiatives

• Microsoft - Pledges $16.5B for AI Infrastructure Across Asia

• Blockchain Association - Rejects Citadel’s Stance on DeFi Regulation

• Galaxy - Partners With Broadridge for On-Chain GLXY Voting

• Kalshi - Wins NJ Appeal: CFTC Holds Exclusive Jurisdiction

• Milei - Phone Logs Reveal 7 Calls With $LIBRA Founder

• China - Forces Apple to Ban Jack Dorsey’s Bitchat App

• Lorenzo Valente - Why Raw Developer Counts May No Longer Signal Growth

• Arc - Unveils Roadmap for Quantum-Resistant Blockchain Security

• Hyperliquid - RWA Open Interest Hits Record $2.3B High

• Stephan Lutz - World May "Carve Its Own Path" if Clarity Act Fails

• The Block Research - 1inch Expands to Solana With New Cross-Chain Intent Engine

• IMF - Instant Settlement Could Turn Minor Crises Into Flash Crashes

• Eric Balchunas - IQQ vs QQQ: BlackRock Aims for Invesco’s $440B Crown

• Zaddycoin - OWS Explores Safe Signing for AI-Driven Prediction Markets

• Fairblock - The New Secret Weapon for On-Chain Confidentiality

• Nic Carter - Quantum Attack Threshold Drops 20x in New Research Papers

• CV.in.Bio - The PDF Resume is Dead: AI Agents Now Screen Candidates

• Jerome - Crypto’s Missing Market: Why Volatility Is the Next Frontier

• Dirt Roads - The Physics of Risk: Rethinking On-Chain Lending Frameworks

• The Funding - Why Some Tokens Trade 90% Below Spot

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