کرپٹو انڈسٹری کی خبریں اور مارکیٹ رجحانات

DeFi Deleveraging Hits AAVE – Analyst Explains Why Borrowing Demand Falls Off A Cliff

Tech　　DeFi Deleveraging Hits AAVE – Analyst Explains Why Borrowing Demand Falls Off A Cliff　　Aave entered April 2026 as DeFi‘s largest lending protocol. By mid-month, it was managing the fallout from one of the most damaging exploits in its history — and the on-chain data is now revealing just how deeply the event disrupted the protocol’s core activity.　　The incident began at Kelp DAO, where attackers exploited a $293 million vulnerability and used the stolen tokens as collateral on Aave V3. Aaves smart contracts were never breached — the protocol functioned exactly as designed. However, it could not defend the integrity of the assets it accepted. Fraudulent collateral entered the system. Borrowers used it to take out real assets, and the resulting bad debt triggered a confidence crisis that drove billions in deposits toward the exit within days.　　A CryptoQuant report tracking Aave V3 activity in the aftermath has now quantified the impact of that crisis on the protocols borrowing market. The data tells a two-chapter story. Borrowing rates across USDT, USDC, and WETH spiked sharply. A reflexive response to sudden liquidity tightening as participants scrambled to adjust positions. Then, almost as quickly, borrowing activity collapsed toward near-zero levels.　　That second chapter is the

04-30

Rivian (RIVN) Q1 Earnings Preview: Key Metrics Wall Street Is Tracking Thursday

Rivian Automotive, Inc., RIVN　　The electric vehicle manufacturer delivered 10,400 units during the first quarter, representing a 20% climb compared to last years corresponding period and exceeding Street expectations of approximately 9,900 vehicles. Management stood by its annual delivery forecast of 62,000 to 67,000 units, indicating confidence in accelerating production through the remainder of 2026.　　With delivery figures already disclosed, investor focus shifts to profitability metrics and revenue composition.　　Wall Street analysts project first quarter revenue of $1.37 billion, which would mark roughly 10.5% growth versus the year-ago quarter. The Streets EPS forecast stands at a loss of $0.60 per share.　　Historically, Rivian has surpassed earnings per share projections just 38% of the time across the previous two years, though it has exceeded revenue forecasts 63% of reporting periods. Recent estimate revisions lean positive, with 10 upward EPS adjustments in the past 90 days against zero downgrades.　　Analysts are particularly interested in average transaction prices. Should automotive revenue outpace unit delivery growth, it would indicate stronger sales mix toward the premium R1T pickup and R1S SUV models — a favorable development for gross margin expansion.　　Software Segment Drives Margin Opportunity　　The software and services division generated $447 million in the fourth quarter, representing more than double the

04-30

DeFi absorbs $292 million shock as AAVE-led rescue steadies markets: Standard Chartered

Decentralized finance (DeFi) was “bent, not broken” after a $292 million exploit on April 18 exposed systemic risks, according to investment bank Standard Chartered.　　The attack on KelpDAO spilled into AAVE, the largest DeFi lender, after stolen tokens were used as collateral to borrow other assets. The episode sparked a sharp liquidity crunch, with the liquidity protocol seeing deposits fall by roughly 38% and active loans by 31%, in what the bank described as a bank-run dynamic.　　Despite the shock, tokenized real-world assets are still expected to reach a $2 trillion market cap by end-2028, driven by continued growth in DeFi lending and stablecoin liquidity, the report said.　　“We still project that tokenised real-world assets (RWAs) will reach a market cap of $2 trillion by end-2028, up from $35 billion in October 2025,” wrote Geoff Kendrick, head of digital assets research at Standard Chartered, in the Wednesday report.　　Hacks and exploits remain a core risk in crypto, undermining trust in systems built on code rather than intermediaries. Smart contract bugs, phishing and cross-chain bridge flaws can expose large pools of locked assets, where a single weak point can trigger outsized losses.　　These risks are amplified by the complexity and interconnected nature of blockchain infrastructure. Cross-chain

04-30

Hong Kong Warns of Fake HSBC Tokens Ahead of Stablecoin Launch

Tech　　Hong Kong Warns of Fake HSBC Tokens Ahead of Stablecoin LaunchHong Kongs HKMA warned that fake HSBC and HKDAP tokens are not linked to licensed issuers.HSBC and Anchorpoint confirmed that no regulated stablecoins are currently live.Hong Kongs stablecoin regime faces an early test from token impersonation risks.　　Hong Kongs financial regulator has warned the public that fake tokens using the “HSBC” and “HKDAP” tickers are not linked to approved stablecoin issuers. According to an April 28 report, the Hong Kong Monetary Authority (HKMA) acknowledged that neither Anchorpoint Financial Limited nor The Hongkong and Shanghai Banking Corporation Limited had issued any regulated stablecoin.　　The alert came before HSBCs planned official stablecoin launch later in 2026. Consequently, the authority urged the public to watch for scams that claim links to approved firms or their planned digital currency products.　　The regulator also advised users to rely only on official announcements and regulated channels when acquiring or using stablecoins. The warning reflects early enforcement pressure around Hong Kongs new licensing framework for digital assets.　　Fake Tokens Raise Investor Protection Concerns　　Per reports, the fake “HSBC” token could confuse retail users who expect the banks official stablecoin to launch later in 2026. Initially, HSBC had said it plans to issue

04-30

Rivian (RIVN) Q1 Earnings Preview: Key Metrics Wall Street Is Tracking Thursday

Rivian Automotive, Inc., RIVN　　The electric vehicle manufacturer delivered 10,400 units during the first quarter, representing a 20% climb compared to last years corresponding period and exceeding Street expectations of approximately 9,900 vehicles. Management stood by its annual delivery forecast of 62,000 to 67,000 units, indicating confidence in accelerating production through the remainder of 2026.　　With delivery figures already disclosed, investor focus shifts to profitability metrics and revenue composition.　　Wall Street analysts project first quarter revenue of $1.37 billion, which would mark roughly 10.5% growth versus the year-ago quarter. The Streets EPS forecast stands at a loss of $0.60 per share.　　Historically, Rivian has surpassed earnings per share projections just 38% of the time across the previous two years, though it has exceeded revenue forecasts 63% of reporting periods. Recent estimate revisions lean positive, with 10 upward EPS adjustments in the past 90 days against zero downgrades.　　Analysts are particularly interested in average transaction prices. Should automotive revenue outpace unit delivery growth, it would indicate stronger sales mix toward the premium R1T pickup and R1S SUV models — a favorable development for gross margin expansion.　　Software Segment Drives Margin Opportunity　　The software and services division generated $447 million in the fourth quarter, representing more than double the

04-30

USD/CAD reverses post-Fed spike to settle near 1.3680

Monetary policy in the US is shaped by the Federal Reserve (Fed). The Fed has two mandates: to achieve price stability and foster full employment. Its primary tool to achieve these goals is by adjusting interest rates.　　When prices are rising too quickly and inflation is above the Feds 2% target, it raises interest rates, increasing borrowing costs throughout the economy. This results in a stronger US Dollar (USD) as it makes the US a more attractive place for international investors to park their money.　　When inflation falls below 2% or the Unemployment Rate is too high, the Fed may lower interest rates to encourage borrowing, which weighs on the Greenback.　　The Federal Reserve (Fed) holds eight policy meetings a year, where the Federal Open Market Committee (FOMC) assesses economic conditions and makes monetary policy decisions.　　The FOMC is attended by twelve Fed officials – the seven members of the Board of Governors, the president of the Federal Reserve Bank of New York, and four of the remaining eleven regional Reserve Bank presidents, who serve one-year terms on a rotating basis.　　In extreme situations, the Federal Reserve may resort to a policy named Quantitative Easing (QE). QE is the process by which the Fed substantially

04-30

MoonPay Folds Sodot Into New Institutional Platform

Former acting CFTC Chairman Caroline Pham will run the new business, which bundles key management, custody, execution, and white-label stablecoin issuance into a single stack.　　MoonPay on Wednesday said it has acquired Israeli key management infrastructure firm Sodot and launched MoonPay Institutional, a new business targeting financial institutions, asset managers, trading firms, and exchanges moving into digital assets.　　The unit will be led by Caroline D. Pham, the former acting Chairman of the U.S. Commodity Futures Trading Commission, who joined MoonPay as CEO of Moon Global Markets and also serves as the companys Chief Legal Officer and Chief Administrative Officer.　　Sodot, founded in 2023 by Ido Sofer, Shalev Keren, Matan Hamilis, and Elichai Turkel, builds self-hosted multi-party computation (MPC) and trusted execution environment (TEE) products for managing private keys and API credentials. The company says its platform has secured more than $50 billion in transactions and protected over 10 million wallets.　　The full Sodot team, technology, and customer base are moving over, and MoonPay said it intends to expand the companys Israeli operations.　　Institutional Stack　　MoonPay Institutional combines wallet infrastructure and key management built on Sodots MPC and TEE stack, custody through MoonPay Trust Company (a New York Limited Purpose Trust Company regulated by the NYDFS),

04-30

Visa Scales Stablecoin Rails to Nine Networks as Partners Cite Real-World Demand

Visas settlement pilot reached a $7 billion annualized run rate in April 2026, up 50% from the prior quarter.Visa now supports nine , including Polygon, Base, and Arc, covering 130-plus card programs in over 50 countries.Circle, Coinbase, and Polygon joined Visas expanded multi-chain settlement layer.　　Visa Pushes Settlement to 9 as $7B Run Rate Hits 50% Growth　　The expansion gives issuers and acquirers more options for settling VisaNet obligations directly in . Visa‘s pilot originally launched with four networks: Avalanche, Ethereum, , and Stellar. The five new additions bring the program’s multi-chain reach into territory that covers institutional compliance, consumer-grade throughput, and programmable settlement infrastructure.　　Rubail Birwadker, Global Head of Growth Products and Strategic Partnerships at Visa, said the expansion reflects how partners operate today. “Our partners are building in a multi-chain world, and they expect their options to reflect that reality,” Birwadker said. “Expanding our settlement pilot program to more means our partners can choose the networks that best fit their needs, while relying on Visa to provide a common settlement layer across all of them.”　　Each newly added serves a different segment of the payment market. Arc, built by Circle, targets programmable commerce and real-time settlement using USDC. Base, powered by Coinbase,

04-30

UAE OPEC Split Shakes BTC: 76K Level

Bitcoin　　UAE OPEC Split Shakes BTC: 76K Level　　The United Arab Emirates decision to leave OPEC as of May 1 shook up the oil markets and pushed Brent crude oil up 6% to beyond $103.000 per barrel. Bitcoin fell to $75.849 with this development on Tuesday, currently trading at the $76.609 level with a +0.99% change (April 29, 2026, 14:57 UTC).　　Why Did UAEs OPEC Exit Drop the BTC Price？　　Markets were already reeling from the echoes of US-Israel-Iran tensions when the oil surge pressured risky assets. The S on the contrary, it fueled volatility. On the Myriad platform, the probability of oil jumping to $120 is 75%. Strait of Hormuz uncertainty is keeping oil high, pulling down risk assets like BTC.　　BTC Order Book: 80-82K Resistance Wall　　In Bitcoins order book, sell orders of 3.3 million dollars each have accumulated in the 80.400-82.000 dollar range, resisting for over 24 hours. This barrier is limiting recovery. On the downside, there are buys at 76.800 and 75.000 dollars, but spot buys and ETF inflows are weak.　　Technical Levels: Support and Resistance TableLevelPrice (USD)ScoreDistanceSourcesS1 (Strong Support)73.66477/100 ⭐-4.05%Swing Low, EMA 50, SMA 100, HVN 5S2 (Strong Support)76.38971/100 ⭐-0.50%Fibo 0.500, Prev DR1 (Strong Resistance)77.60966/100 ⭐+1.09%Prev Day High, LVN 3, R1R2 (Medium

04-30

First Prediction Market ETFs to Launch Next Week – Bloomberg Analyst

The post First Prediction Market ETFs to Launch Next Week – Bloomberg Analyst appeared first on Coinpedia Fintech News　　The U.S. ETF market may be about to enter a completely new phase. Bloomberg ETF analyst James Seyffart says the first-ever prediction market ETFs may begin trading next week, letting investors bet on U.S. election outcomes like regular stocks.　　This comes after Roundhills latest filing showed a May 5 effective date, opening the door for six new ETFs tied directly to upcoming U.S. political races.　　New Type of ETF Is About to Launch　　It all began on February 14, when New York-based fund issuer Roundhill Investments filed for a new group of ETFs linked to political prediction markets.　　The RPM Democratic President ETF and RPM Republican President ETF are tied to the outcome of the 2028 U.S. presidential election.　　The RPM Democratic Senate ETF, RPM Republican Senate ETF, RPM Democratic House ETF, and RPM Republican House ETF focus on the November 2026 midterm elections, tracking which party wins control of Congress after the votes are counted.　　Now, these six prediction-based ETFs could go live as early as next week.　　If launched, they would give investors a new way to take positions on political outcomes through regular ETF products.　　Prediction Market

04-30