Berit

First time since the ATH that BTC is outperforming [gold + US equities] over several weeks
Slow and steady

Worst month ever for DeFi hacks
April set a grim record: 29 incidents in 30 days, totaling ~$635M in losses
💥 Nearly 90% of the damage came from just two protocols:
▪️ Drift Protocol ~$285M
▪️ Kelp DAO ~$293M
The other 27 hacks barely made headlines

Conviction buyers kept accumulating through Q1 2026
their holding went from 2.13m to 3.60m bitcoin:native up 69%, back at levels last seen 2020
supply getting locked in stronger hands

Meta Launches Stablecoin Payouts for Creators Using Stripe
> Meta is offering Circle's stablecoin on the Solana and Polygon blockchain to pay out creators, starting with those in Colombia and Philippines.

$IBIT flows have been flat for six months

$3.8b in RWAs on BNB Chain
> 13% of the market
> #2 across chains
more than Solana and Stellar combined
for a narrative often centered around Ethereum
that stands out

Total Value Hacked from Crypto Protocols Surpasses $623M in April
Source:

60% of global stablecoin payments run through asia
Asia >$245b
North America does $95b
Europe $50b
the interesting part isn’t that stablecoins are being used for payments
it’s how much of that activity is concentrated in one region
That usually tells you where a use case is taking hold first.

Pavel Durov Accuses French Tax Officials of Selling Crypto Data, Fueling Kidnapping Spike

liquidity secured stay hydrated

85% of spot volume now runs through stablecoin pairs
not $BTC
not fiat
earlier cycles (2016-2020) ran on Btc pairs most alts were priced against $BTC
now everything routes through stables
asset -> stablecoin -> asset
Liquidity sits in stables
that’s where the flow is now

223,696 AI agents deployed in 83 days. Most people haven't noticed yet.
✅ BNB Chain leads with 64,714 AI agents, enabled ERC-8004 on March 4 and never looked back.
➡️ Base at 26,592 and Billions at 16,015 round out the top 3. Billions Network sitting above Ethereum is the real story here, a chain that barely existed one year ago.
➡️ Ethereum at 14,807 is where ERC-8004 was born, but it's being outpaced on its own standard.
➡️ Monad Foundation, Celo Foundation, and MegaETH clustered around 8,300. Gnosis and Shape are trailing at 3,399 and 1,956.
➡️ Solana 1,417 (ERC-8004 only, Solana runs its o

Arbitrum freezes hacker funds after Kelp DAO exploit
Arbitrum froze 30,765 ETH (~$70M) linked to the Kelp DAO hacker using a special system-level transaction.
What’s notable:
▪️ Funds were moved to a DAO-controlled address without the attacker’s private key
▪️ No chain rollback or block reorg blockchain history stayed intact
▪️ Instead, Arbitrum used a privileged transaction type within ArbOS to override state

largest stablecoins by market capitalization

Over $520m in stablecoins left Ethereum
largest outflow on the chart
at the same time inflows showed up on Tron, Solana , Base and BNB Chan

People who bought bitcoin:native at $69k 5 years ago

- Galaxy Research
72 of the top 100 cryptos by market cap are -50% or more from their prior all-time highs