Key Market Information Discrepancy on April 1st - A Must-Read! | Alpha Morning Report

By: blockbeats|2025/04/01 10:00:04

Top News

1.CZ Donates Wallet Destroying $3.59M Worth of Meme Coin

2.Coinbase Lists Doginme (DOGINME) and Keyboard Cat (KEYCAT)

3.Trump Family Holds at Least 60% of WLFI Through New Holding Company

4.BlackRock CEO: US Dollar at Risk of Losing Global Reserve Currency Status, Could Be Replaced by Bitcoin and Other Digital Assets

5.Tether Acquires 8888 BTC, Becomes Sixth Largest BTC Holding Address

Articles & Threads

1. "Exclusive Interview with Independent Developer Haole: Working at Tech Giants by Day, Dream Building on Chain by Night | Base Builder Talk"

This edition of Base Builder Talk features haole, the developer of the Farcaster protocol client Recaster. He has witnessed the rise and fall of Steemit, the first decentralized social media platform, experienced the fervor of DeFi Summer, and in the midst of the prophecy of AI devouring everything, he, as an independent developer, roams outside the mainstream, dedicated to building the applications he needs and believes in. This dedication stems not only from his pure love for technology but also from a philosophical contemplation: should one accept data fed in the comfortable centralized "matrix" or choose the red pill leading to data sovereignty in the "real world"? In the current wave of AI sweeping through and Web2 giants building high data barriers, Haole's persistence appears particularly commendable.

2. "In-depth Analysis: Timeline and Full Picture of Traditional Institutions Embracing the Crypto Industry"

By March 2025, the interaction between traditional finance and the crypto industry has shown a cautious yet steadily accelerating trend. Traditional finance is no longer merely observing from the sidelines in the crypto space but is beginning to cautiously explore some practical use cases (such as digital asset custody, on-chain lending, and tokenized bonds). The next few years will be a critical period to determine whether TradFi and DeFi can deeply integrate into the global financial system.

Market Data

Daily Marketwide Funding Heatmap (reflected by funding rate) and Token Unlocks

Data Source: Coinglass, TokenUnlocks

Funding Rate

Key Market Information Discrepancy on April 1st - A Must-Read! | Alpha Morning Report

Token Unlocks

Naval personally stepped in as the chairman of the USVC Investment Committee. This SEC-registered fund launched by AngelList attempts to bring top private tech assets like OpenAI, Anthropic, and xAI to the general public with a $500 entry threshold. It is not just a new fund, but a structural experi...

a16z Crypto: 9 Charts to Understand the Evolution Trends of Stablecoins

Stablecoins are evolving from trading tools into universal payment infrastructure, and this process is quieter and more thorough than most people expected.

Refutation of Yang Haipo's "The End of Cryptocurrency"

This may be the true test of cryptocurrency. It's not about whether the price has reached a new high, nor about who will achieve financial freedom in the next bull market, but rather whether, after all the grand narratives have been washed away by cycles, it can still leave behind some simpler, more...

Can a hairdryer earn $34,000? Interpreting the reflexivity paradox of prediction markets

Prediction markets are essentially betting on reality, and when participants can access or even influence this path earlier, the market no longer just reflects reality but begins to shape it in return.

6MV Founder: In 2026, the "landmark turning point" for crypto investment has arrived

"I will deploy funds in 2026, so I will tell you this is the best year in history."

Abraxas Capital Mints $2.89 Billion USDT: Liquidity Boost or Just More Stablecoin Arbitrage?

Abraxas Capital just received $2.89 billion in freshly minted USDT from Tether. Is this a bullish liquidity injection for crypto markets, or is it business as usual for a stablecoin arbitrage giant? We analyze the data and the likely impact on Bitcoin, altcoins, and DeFi.

A VC from the Crypto world said AI is too crazy, and they are very conservative

Amid the Crypto frenzy and with investors who once missed out on Pinduoduo, a new AI fund called Impa Ventures was established, rejecting bubble narratives and adhering to a conservative "problem-first" strategy to seek real business value.

The Evolutionary History of Contract Algorithms: A Decade of Perpetual Contracts, the Curtain Has Yet to Fall

The ten-year evolution of perpetual contracts: from pulling the plug on 312 to the shocking short squeeze of TRB, a deep dive into the pricing machine that averages $200 billion daily, written with countless liquidations and real money, detailing the blood and tears of risk control theory.

Kicked out by PayPal, Musk aims to make a comeback in the cryptocurrency market

Cashtags generated a trading volume of 1 billion dollars just a few days after its launch, marking a strong start for Musk's super app strategy. For the cryptocurrency market, X's layout may be one of the most anticipated sources of retail growth after the meme coin craze subsides.

Solana ETF News: What Is a Solana ETF and Why Is Goldman Sachs Betting $108 Million on SOL?

Solana ETF news today shows Goldman Sachs disclosed a $108M position while total SOL ETF inflows reached $1.45B. Analysts now expect up to $6B in institutional demand as Solana trades 71% below its all-time high.

Bitcoin ETF News Today: $2.1B Inflows Signal Strong Institutional Demand for BTC

Bitcoin ETFs news recorded $2.1B inflows over 8 consecutive days, marking one of the strongest recent accumulation streaks. Here’s what the latest Bitcoin ETF news means for BTC price and whether the $80K breakout level is next.

Michael Saylor: Winter is Over – Is He Right? 5 Key Data Points (2026)

Michael Saylor tweeted yesterday “Winter‘s Over.” It is short. It is bold. And it has the crypto world talking.

But is he right? Or is this just another CEO pumping his bags?

Let us look at the data. Let us be neutral. Let us see if the ice has really melted.

This Week's Key News Preview | The Federal Reserve Announces Interest Rate Decision; MegaETH Conducts TGE

Highlights of the week from April 27 to May 3.

Lower the expectations for the next bull market of BTC

Morning News | Aave announces the establishment of a recovery fund; Michael Saylor releases Bitcoin Tracker information; Vietnam plans to launch a pilot project for crypto assets

Overview of Important Market Events on April 26

Crypto ETF Weekly | Last week, the net inflow for Bitcoin spot ETFs in the U.S. was $823 million; the net inflow for Ethereum spot ETFs in the U.S. was $155 million

GSR enters the cryptocurrency ETF market, launching its first multi-asset cryptocurrency ETF.

How to balance risk and return in DeFi yields?

Have these yields ever been reasonable? Have we ever received the compensation we deserve for the risks taken in DeFi, and where should the future spreads be set?

Tom Lee's Ethereum Thesis: Why the Man Who Called the Last Cycle Is Doubling Down on Bitmine