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

By: blockbeats|2025/05/01 09:35:23

Featured News

1.Affected by Coinbase Listing, Worldcoin (WLD) Surges Past $1.15

2.Ripple Reportedly Made a $40-50 Billion Acquisition Offer to Circle, Which Was Rejected for Being Too Low

3.Robinhood Reports $927 Million in Q1 Revenue, a 50% Year-over-Year Growth

4.Canary Capital Submits S-1 Registration Statement to SEC for SEI Collateralized ETF

5.Weak US Economic Data May Prompt Fed to Turn Dovish, Potentially Benefiting Bitcoin

Articles & Threads

1.《Presidential "Official Media" Coin Launch and Market Performance "Desensitization": Trump's Crypto Empire Lacks Novelty》

On the day before the annual shareholder meeting on April 30, 2025, Devin Nunes, CEO of the Trump Media Company, sent a letter to shareholders mentioning the next phase of their social media platform Truth Social, streaming platform Truth+, and fintech brand Truth.Fi, all heavily linked to cryptocurrency.

2.《a16z Leads $25 Million Investment, 0xMiden to Run a Privacy Chain on Your Phone》

The privacy blockchain 0xMiden has officially secured a $25 million seed round investment, led by a16zcrypto, hackVC, and 1kxnetwork. Finality Capital Partners, Symbolic Capital, and individual investors including Avery Ching (Aptos Labs CEO) and Rune Christensen (MakerDAO Founder) also participated.

Market Data

Daily market-wide funding heat and token unlocks based on funding rate.

Data Source: Coinglass, TokenUnlocks

Funding Rate

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

Token Unlocks

This uproar in the crypto circle appears to be a cultural conflict between a traditional economist and a crypto OG, but looking deeper, it is merely the new fire leveraging Fu Peng's influence in the traditional financial sector to pry open a batch of client funds that were originally difficult to r...

Why Private Credit Became the First True Bridge from TradFi to DeFi

Unveiling the core logic of private credit leading RWA: it is no longer just simple tokenization, but rather a true reshaping of the practical value of asset on-chain through real returns and deep integration with the DeFi ecosystem.

Senior cryptocurrency investor: Blockchain is showing a siphoning effect on capital

Stablecoins are the first real-world assets on the blockchain, but they will not be the last. Every billion dollars in stablecoins generates $12.2 billion in economic activity and $19 million in protocol revenue annually; once capital is on the blockchain, it gains productivity and does not go back.

When traditional crypto derivatives start to subtract: Insights from Hyper Trade's products

Say goodbye to complex contracts, as crypto derivatives begin to "subtract": This article breaks down how Hyper Trade reduces hardcore risk pricing into "second-level multiple-choice questions," reshaping the trading experience for retail investors.

My view on blockchain has changed

In-depth Reflection on the Value of Blockchain Applications and the Time Dimension

Will AI Agents use bank cards? Why can't Agentic Payment avoid stablecoins and blockchain?

Why can't AI agents just swipe bank cards? An article to understand the new tiered payment system: stablecoins and blockchain are becoming the exclusive settlement language and verifiable trust foundation of the "machine economy" era.

ENI's RWA ambition: to create an enterprise-level BaaS platform that allows Web2 institutions to "go beyond just asset on-chain."

What are the differences between RWA 1.0 and RWA 2.0?

Morning Report | a16z releases global financial new stack report; Websea's withdrawal channel suspected of running away; Strategy purchased 3,273 bitcoins last week

Overview of Important Market Events on April 27

Bitcoin ETF News: Why Bitcoin Is Falling Even After $2.43B ETF Inflows in April

What Is RWA in Crypto? Real-World Assets Explained (2026 Guide)

What Is RWA in Crypto?RWA stands for Real-World Assets — traditional financial assets like bonds, real estate, gold, and private credit that have been converted into blockchain tokens.

Revisiting RWA: Nearly 50,000 people's first on-chain transaction was not Bitcoin, but stock indices and crude oil

The narrative of RWA is not about traditional finance trying to capture crypto users, but rather crypto trying to capture traditional users.

Altcoin Price Outlook 2026: The Rotation Is Coming — Just Not the Way You Think

Bitcoin dominance at 58%, Fear & Greed at 39. If you think altcoin season is dead, you're reading the wrong signals. Here's what the data actually says about what comes next.

Oracle: The Second Battlefield Behind the Prediction Market War

a16z's key bet: Kalshi's weekly trading volume approaches $3 billion, transitioning from "prediction games" to financial infrastructure, the market begins to price "uncertainty."

The evolution of prediction markets: from niche products to "uncertainty pricing" infrastructure