The morning paper Strategy had 4871 BTCs last week; Toss was going to develop his own block chain and issue original encrypted currency; OpenAI CFO had privately questioned the timing of listing 2026
Photo by ChainCatcher
Important information:
- OpenAI CFO has privately questioned the timing of listing 2026, and Altman has excluded it from key financial meetings
- The U.S. Treasury Department chose Melon Bank, New York, and Robinwood to participate in the Tramp account program
- dYdX Community voting for the “Step-Step-Close 12 Markets” proposal
- Circe has been found in Solana for the past seven days
- Bloomberg: Personnel changes in the currency compliance team, Chief Compliance Officer or separation from service
- Strategy spent $329.9 million last week on 4871 BTCs
- Korea's financial technology giant Toss is going to develop a chain of own blocks and issue original encrypted currency
What's important about the past 24 hours
ImBack, says ImBack helped him recover the lost BTC
ChainCatcher News, the founder of Liquid Capital, Jack Yi, wrote in social media that the encrypted asset had been retrieved by the service provider imBack to assist him in successfully unlocking an iPhone that had been sealed for 18 years and to recover the BTC that had previously been considered permanently lost。
According to Irihua, previous expectations regarding the recovery of the wallet no longer existed and ImBack ' s technical capacity exceeded expectations. Based on this experience, he has quickly completed his investment in imback. It is alleged that ImBack can provide recovery services for early users who hold assets such as BTC, ETH but are unable to access their wallet due to equipment closures or loss of private keys。
ChainCatcher NewsAccording to FINNET, many consumer loan platforms in the fourth quarter of 2025 were in line with the combination of the formal implementation of the new loan scheme and the slowing demand for consumer credit: the scale of collection and lending declined in comparison to the size of the loan and net profits fell sharply。
As the lending operations move into a contraction, the platforms look for a second growth curve, such as “off to sea” and investment in “currency circles”. It is known that platforms such as Xinqin and EIK have been deployed overseas, South-East Asia and Latin America have become the main battlegrounds, and VISK has been in the block chain industry for almost two years。
Strategy spent $329.9 million last week on 4871 BTCs
ChainCatcher reports that, according to Strategy, Strategy bought 4,871 BTCs last week at an average price of approximately US$ 67.718 million, at a total cost of about US$ 329.9 million。
As of 2026, Strategy had a cumulative holdings of 766,970 BTCs at a total warehouse cost of approximately $5,802 million, at an average price of approximately $756.44 million。
Bitmine plus 71,252 ETH, total holding stock increased to approximately 4803 million
ChainCatcher, according to PR Newswire, Bitmine Immersion Technologies (NYSE AMERICAN: BMNNR) announced that, as of 5 April 2026, its ETH holding stock had reached a total of 480.3 million, valued at US$ 2,123 per item, at approximately US$ 10.2 billion, or 3.98 per cent of the total supply of ETH (120.7 million). Over the past week, Bitmine has purchased 71,252 new ETHs, the highest single week since the week of 22 December 2025。
At present, Bitmine has pledged 3,33.46 million ETH (approximately $7.1 billion), with an annualized pledge of approximately $196 million,7 with an annualized rate of 2.78 per cent. The company simultaneously announced the official launch of MAVAN (Made in America Validator Network)。
Bitmine ' s encrypted assets, cash and other investments together stood at $11.4 billion, including 198 BTCs, $864 million in cash, and $200 million in shares for Best Industries and $92 million for Eastco Holdings (NASDAQ:ORBS)。
In addition, Bitmine has been authorized from the NYSE American uplift to the NYSE and will be officially traded as "BMNR" in NYSE as of 9 April 2026。
ChainCatcher, according to Wall Street Journal, the U.S. Treasury Department chose New York's Melon Bank (BK.N.) and Robinwood (HOOD.O) to participate in the Trump account programTHE BANK OF NEW YORK MELON (BK.N) WILL MANAGE THE INITIAL ACCOUNTS AS A FINANCIAL AGENT, AND THE PARTIES WILL ALSO COOPERATE IN THE DEVELOPMENT OF WHITE-MARK APPLICATIONS。
ACCORDING TO THE INFORMATION RECEIVED, THE TRUMP ACCOUNT, ALSO KNOWN AS THE 530A CLAUSE ACCOUNT, WAS A TAX-RENEWED INVESTMENT ACCOUNT SCHEME INTRODUCED BY UNITED STATES PRESIDENT TRUMP ON 9 JUNE 2025 TO ESTABLISH A GOVERNMENT-FUNDED SAVINGS ACCOUNT FOR CHILDREN OF UNITED STATES CITIZENS BORN FROM 1 JANUARY 2025 TO 1 JANUARY 2029. EACH ACCOUNT STARTS AT $1,000 AND INVESTS IN INDEX FUNDS THAT TRACK UNITED STATES STOCK MARKETS。
Digital Asset Infrastructure, OFA Group reached a $15 million RWA monetization agreement
ChainCatcher NewsAccording to Globenewswire, OFA Group announced an RWA monetization service agreement with MD Queens Development, which will provide block-link infrastructure support for an integrated development project on Long Island in New York through the flagship physical asset monetization platform Hearth and monetization at an early stage of development。
THE RELATED DIGITAL ASSETS WOULD REPRESENT THE SPV EQUITY OF THE PROJECT AND NOT DIRECTLY CORRESPOND TO THE OWNERSHIP OF THE UNDERLYING REAL ESTATE, AND THE TOTAL AMOUNT OF $15 MILLION WOULD BE FUNDED UNDER THE AGREEMENT, AND WOULD BE DISBURSED IN PHASES BY MILESTONES。
ChainCatcher, according to The Block, South Korea's payment and banking giant Toss revealed that consideration is being given to developing its own block chain network and issuing original encrypted currency, possibly based on Layer1 main network, and exploring the Layer2 extension programme。
According to the source, Toss has not yet finally decided whether to adopt the Layer1 or Layer2 structure, and that decision-making has been influenced by the advancement of the Digital Assets Basic Law in Korea. The bill will regulate key areas such as currency issuance, stabilization and encryption of ETFs。
ChainCatcher, according to BloombergThere has been a change in the staffing of the Currency Compliance Team, involving key positions such as financial crime monitoring and sanctions compliance, and its Chief Compliance Officer, Noah Perlman, is discussing with management future departures or leaving this year or next year。
Noah Perlman joined in 2023 to re-establish the sanctions enforcement and anti-money-laundering system, which is one of the key corrective measures after companies have pleaded guilty to United States regulatory irregularities. In response, it stated that it had “no separation schedule and no successor identified” and that it remained focused on its current work。
ChainCatcher writes, "The war looks like it's finally over, but it's been a surprise for so long, though it's political. After that, a rebound was seen instead of a reversal, and if long-line trend investments were made, ETH 2000 could be taken to the top of the bull. In short-line bands, you can see where the position is
ChainCatcher reports that according to market sources, OpenAI CEO Sam Altman privately this year expressed the hope that the company would be able to complete the IPO as soon as possible in the fourth quarter, while CFO Sarah Friar disclosed to several colleagues that the company had not been listed in 2026 because of the process and organizational workload required and the financial risks associated with high-value procurement commitments。
Internally, Altman has repeatedly excluded Friar from financial decision-making. In recent months, when he was discussing the procurement of the servers with a top investor, Friar was not invited to participate, and one participant said that she was absent “obvious and embarrassing”, so she was involved in the previous meeting on the same subject. Since last August, Friar no longer reports directly to Altman, but to Fidji Simo, the chief of the application business, breaking the practice that large companies, CFOs, are usually directly responsible to CEOs。
At the financial level, OpenAI has committed more than $60 billion to the cloud server over the next five years, and internal projections are that it will consume more than $200 billion in cash before the positive cash flow is achieved. The $122 billion in financing commitments announced this week came mainly from Amazon and Weeda, which are also the cloud servers and chip providers of OpenAI, forming circular capital arrangements. Anthropic has moved beyond OpenAI to become an AI model for business and developer markets, and OpenAI income growth is slowing down。
Listing has begun quietly: OpenAI has commissioned Cooley and Wachtell Lipton Rosen & Katz has two law firms and has made initial communications with the IPO team in Goldman Sachs, Morgan Stanley. Altman privately expressed the wish to be listed earlier than Anthropic, who is currently discussing the IPO plan for the fourth quarter of this year. The two executives subsequently issued a joint statement stating that they were “fully consistent in their calculation strategies”。
ChainCatcher reports that the Korea Financial Services Commission (FSC) requires local encryption of CEX to establish by the end of May a system of checking internal books every 5 minutes against actual encrypted asset holdouts and to disclose asset matching balances on a daily basis and undergo external verification by accounting firms on a monthly basis。
This is seen as a regulatory tightening after the 620,000 BTC events that were wrongly distributed to users in February this year。
Arthur Hayes: Bitcoin or down by $0.06 million
ChainCatcher, Arthur Hayes, in Coin Stores podcasts, stated that the last dollar would not be invested in bitcoin at this time because the Fed had not yet been forced to expand its liquidity. Arthur Hayes believed that tariff policies would lead to inflation and possibly to a shift in capital controls in the United States, which would be a significant liquidity catalyst for Bitcoin。
Arthur Hayes maintained a long-term target price of between $250,000 and $750,000 for the current cycle, but warned that, if the conflict between the United States and Iraq persisted, the Bitcoin could fall by $60,000 in the short term. In addition, Charles Schwab confirmed that a direct spot deal between Bitcoin and the Ether Mill would be introduced through a new account in the first half of 2026。
Researcher Mercado Bitcoin shows that, within 60 days of a major global shock, Bitcoin performed consistently better than gold and the Standard 500 index. The price of bitcoin has now risen back to $67,300, while the index of encrypted currency fear and greed has been in a state of extreme fear for weeks。
dYdX Community voting for the “Step-Step-Close 12 Markets” proposal
ChainCatcher, the dYdX community voted in favour of 91.07 per cent of the proposal to " phase out 12 markets " . The proposal includes the gradual closure of the following 12 trading markets: JASMY-USD, KOMA-USD, LINEA-USD, ME-USD, NEIRO-USD, PIPPIN-USD, RAY-USD, TRB-USD, TRY-USD, USDE-USD, YFI-USD, ZEREBRO-USD。
ChainCatcher News, according to the official blog, Arc publishes a phased upgrade of the Quantum Password (PQ) road map, which plans to introduce the Quantum Signing programme as soon as the main online line is in place and to gradually cover the entire level of private state protection, infrastructure enhancement and certification of the certifier。
The Arc main network will support late quantum signatures at the beginning of the line, using optional access (opt-in) mechanisms, without the need for forced migration or full-web replacement, and users will be free to create purses with long-term security. The immediate objective is to extend the resistance of quantum to private virtual machines (VMs), protect private balances, private transactions and private collections, and the public key will contain an additional symmetric encryption layer in privacy mode。
The MTP promotes infrastructure upgrades, aligned with industry standards such as TLS 1.3, covering access control, cloud environment and hardware security modules (HSM). The long-term objective is to complete the consolidation of the certification signature and, given that the final confirmation time for Arc is less than one second, the current assessment considers this chain of quantum attacks to be relatively limited and will move steadily as the back quantum consensus tool chain matures。
At the same time, it warns that the attackers may adopt a “now collected, subsequently declassified” strategy and that the agency should plan a password migration route as early as possible。
Circe has been found in Solana for the past seven days
ChainCatcher, according to the data, in the last seven days, Circle casts around 3.25 billion USDCs in Solana, the largest single week of stable currency in 2026。
Meme Hot List
According to Meme Currency Tracking and Analysis PlatformGMGNAs of April 07, 0900
The top five of the 24h ETH popular tokens were: HEX, SHIB, LINK, PEPE, UNI
In the past 24h Solana top five hot coins were: VDOR, Punch, Net, Buttcoin, testicle
In the past 24h Base top five of the popular tokens were: SKITTEN, PEPE, BASED, B3, Skya
What are the good articles worth reading in the past 24 hours
Oil prices are approaching the threshold. What happens in mid-April
According to this paper, the real driving force for oil prices is not just the end of the conflict, but the "when across the threshold"。
The oil market is experiencing a typical "time-pricing" during the Iranian conflict, which lasted nearly four weeks. The release of strategic reserves has slowed the shock but has not been able to close the supply gap; the disruption of tanker transport and the lag in the recovery of capacity have kept stock pressure on the future. Once this key node has been crossed in mid-April, the price mechanism will shift from "buffered volatility" to "deficit-led heavy pricing"。
More notably, the game structure itself is changing. The conflict no longer presents a path of "upgrading to downgrading" but instead turns to the endurance test of market critical points. Those who manage supply-demand imbalances are market-pricing, the bargaining power is vested in them. This means that even if the conflict ends in the short term, it will be difficult for oil prices to return to their original zones. Current supply losses are reshaping the global oil balance for some time to come。
"Legally" Ponzi scheme? The Gemini Exchange and its founders are revolving
It's all a circular Ponzi scheme:
Loans from related parties WCF to BTC; mortgages to lending institutions to obtain loans in United States dollars (involving Galaxy, bond issues, NYDIG)。
SOME OF THE LOANS WERE SETTLED AT IPO IN THE FORM OF DISCOUNTED SHARES。
More than that, there are more operations (regarding Ripple and RLUSD, convertible bonds, etc.)
Deloitte issued an unqualified audit report: there were no key audit matters (KAM) and no mention was made of related parties, liquidity, business continuity, etc
How legitimate are these operations
How do we catch the next Alpha that predicts the market narrative
Over the past three months, there have been countless discussions on Twitter about how much @Polymarket is worth. How far can this new narrative go, how far can it go, and where can it go when it predicts a market narrative, compared to encrypted currency or AI。
At the same time, Wall Street tried to price everything in the world, but those elites forgot to price something that really mattered。
whether you're a prognostic market trader, a quantitative big player, a market player, a projecter, or a squirt, this article is for you, and it is for me, as the founder of the insiders.bot, and an old ordinary forecast market player, to reformulate the narrative of the “predict market” and what kind of narrative would fit into the prognosis of the market。
