24H热门币种与要闻｜特朗普指示助手为对伊朗的长期封锁做好准备；美国财政部长称已打击伊朗加密货币使用渠道（4月29日）
- Quan điểm chính: Nội dung kỳ này bao gồm dữ liệu tăng giảm của thị trường tiền mã hóa, căng thẳng địa chính trị Mỹ-Iran leo thang (liên quan đến xuất khẩu dầu mỏ và lệnh trừng phạt tiền mã hóa của Iran), thành viên OPEC là UAE tuyên bố rút lui, cùng nhiều diễn biến trong ngành như Binance điều chỉnh đòn bẩy, Tether phát triển cơ sở khai thác, pumpfun đốt token hàng loạt, Israel phê duyệt stablecoin neo theo pháp định đầu tiên, v.v.
- Yếu tố then chốt:
- Dữ liệu thị trường: Top 10 sàn CEX về khối lượng giao dịch giảm phổ biến (BTC -1,10%), đồng J dẫn đầu tăng giá 24h trên OKX (+58,60%), các Meme nổi bật trên chuỗi bao gồm SCAM, BEE, v.v.
- Địa chính trị: Trump chỉ đạo phong tỏa lâu dài Iran, Bộ Tài chính Mỹ tuyên bố đã triệt phá các kênh tiền mã hóa của Iran, Lục quân Iran tuyên bố sẵn sàng chiến đấu, UAE tuyên bố rút khỏi OPEC+.
- pumpfun: Đã đốt token PUMP trị giá khoảng 370 triệu USD (chiếm 36% nguồn cung lưu hành), và cam kết dùng 50% doanh thu trong năm tới để mua lại và đốt.
- Diễn biến quản lý: Israel phê duyệt phát hành stablecoin BILS đầu tiên neo theo Shekel và chịu sự quản lý, nhằm duy trì chủ quyền kỹ thuật số.
- CFTC: Dự định sử dụng AI để xem xét đơn đăng ký trên thị trường tiền mã hóa và tăng cường giám sát thị trường, nhằm bù đắp khoảng trống nhân lực do sa thải liên bang.
1. CEX Top Coins
CEX Trading Volume Top 10 & 24h Change:
- BTC: -1.10%
- ETH: -0.80%
- SOL: -0.69%
- DOGE: +0.41%
- XRP: -1.39%
- BNB: -0.46%
- CHIP: -13.15%
- TRX: -0.80%
- ZEC: -4.71%
- PENGU: -3.00%
24h Gainers (Data source: OKX):
- J: +58.60%
- BIO: +22.58%
- API3: +18.17%
- DORA: +13.44%
- OL: +12.08%
- FLOW: +11.14%
- LIT: +9.32%
- ACH: +8.77%
- LRC: +8.25%
- APE: +7.65%
24h Crypto-Stock Gainers (Data source: msx.com):
- SIMO: 24.03%
- QNTM: 21.12%
- STX: 15.26%
- BBAI: 12.87%
- VVPR: 11.23%
- GAME: 9.69%
- BE: 8.23%
- FFAI: 7.7%
- SOXS: 7.48%
- WDC: 6.93%
2. Top 5 On-Chain Meme Coins (Data source: GMGN):
- SCAM
- BEE
- LUCA
- ewon
- MOGMAN
Headlines
WSJ: Trump Directs Aides to Prepare for Long-Term Blockade on Iran
According to the Wall Street Journal, U.S. President Donald Trump directed his aides to prepare for a long-term blockade on Iran.
Trump chose to continue pressuring Iran's economy and oil exports by blocking ships entering and leaving Iranian ports. He assessed that other options—resuming bombing or withdrawing from the conflict—carried greater risks than maintaining the blockade.
US Treasury Secretary: Cracked Down on Iran's Crypto Access Channels
US Treasury Secretary Scott Bessent stated that the Treasury Department has taken action against Iran's international shadow banking infrastructure, cryptocurrency access channels, shadow fleet, weapons procurement networks, regional terrorist proxy funding, and Chinese independent refineries supporting Iranian oil trade through economic sanctions. These actions have disrupted tens of billions of dollars in revenue that could have been used to finance terrorism. Under the President's maximum pressure campaign, Tehran's inflation rate has doubled, and its currency has rapidly depreciated. Iran's main oil export terminal, Kharg Island, is nearing its storage capacity limit, forcing the regime to cut oil production, resulting in an additional daily loss of approximately $170 million in revenue and causing permanent damage to Iran's oil infrastructure. The Treasury will continue to apply maximum pressure; any individuals, vessels, or entities assisting Tehran's illicit flows face the risk of US sanctions.
Iranian Army Spokesman: War Is Not Over, Military Is on High Alert
Iran's Tasnim News Agency reported on the 28th, quoting Iranian Army Spokesman Mohammad Akraminia, saying that the military considers the current situation a state of war. Ground forces have been deployed across the country, standing ready to counter threats. He stated that Iran has completed a comprehensive update of its target list and combat equipment, and all units are fully prepared to respond to potential enemy military attacks.
UAE Announces Withdrawal from OPEC and OPEC+, Trump May Be the 'Biggest Winner'
The UAE announced on Tuesday its withdrawal from OPEC and OPEC+ effective May 1st, dealing a heavy blow to the organization and its de facto leader, Saudi Arabia, against the backdrop of an already historic energy shock triggered by the Iran war that is shaking the global economy. The UAE's surprise exit, as a long-time OPEC member, could plunge the organization into chaos and weaken its influence—though OPEC usually strives to present a united front despite internal divisions on issues ranging from geopolitics to production quotas. This could be a major victory for US President Donald Trump, who has accused the organization of 'blackmailing the rest of the world' by inflating oil prices. Trump has also linked US military support in the Gulf region to oil prices, stating that while America defends OPEC members, they exploit this by setting high oil prices. The UAE is a regional commercial hub and one of Washington's most crucial allies. This move follows UAE criticism of other Arab nations for not doing enough to protect it from multiple Iranian attacks during the war.
Industry News
Binance to Adjust Multi-Asset Collateral Rates and Contract Leverage in May 2026
According to an official announcement, Binance will update the collateral rates for assets like STX, APT, and the tiered collateral rates for PM Pro under the Portfolio Margin (PM) mode starting at 06:00 UTC on May 1, 2026. The adjustment is expected to take approximately 30 minutes. Simultaneously, Binance Futures will adjust the leverage and margin tiers for several USD-margined perpetual contracts, including ZENUSDT and EIGENUSDT, at 06:30 UTC on the same day. The adjustment is expected to take approximately 1 hour.
Elon Musk Arrives at California Court for Opening Statement in Lawsuit Against OpenAI
Yesterday, Elon Musk arrived at the federal court in Oakland, California, to deliver his opening statement in his lawsuit against OpenAI.
According to official sources, Tether is expanding its custom computing infrastructure through a new type of modular, high-density mining system designed to enhance efficiency and performance for large-scale operations. Collaborating with Canaan Inc. and ACME Swisstech, Tether builds systems around application-specific hashboard modules, integrating them into proprietary control architectures, thermal management systems, and software stacks.
Data: Binance Platform Saw Over $6 Billion in Stablecoin Inflows Over Past Two Months
According to Cryptoquant data, the total stablecoin inflow into the Binance platform over the past two months exceeded $6 billion.
Crypto Hacks Have Stolen $17.1 Billion in Assets Over the Past Decade
Total losses over the past decade (2016–2026) reached $17.1 billion, spanning 518 incidents. Over the past five years (2021–2026), losses amounted to approximately $15.2 billion across over 450 incidents. In the past year (April 2025 – April 2026), losses were about $2.5 billion from over 140 incidents. Recent losses indicate that crypto attacks have shifted from smart contract vulnerabilities to private key leaks and access control breaches.
Project News
Robinhood Q1 Revenue $1.07 Billion, Crypto Transaction Revenue Down 47% YoY
Robinhood's Q1 2026 earnings report shows quarterly revenue of $1.07 billion, up 15% year-over-year. Net profit increased 3% to $346 million. Total platform assets reached $307 billion, up 39% YoY. Cryptocurrency business revenue was $134 million, down 47% YoY. Notional crypto trading volume was $24 billion, down 48% YoY. Options business revenue grew 8% to $260 million, and stock business revenue increased 46% to $82 million. Robinhood Gold subscription revenue rose 32% to $50 million. Additionally, the company repurchased $250 million in stock during the quarter.
Over Protocol Announces Shutdown and Infrastructure Closure
The Over Foundation announced the cessation of Over Protocol operations due to financial constraints. All infrastructure and services, including OverWallet, OverNode, OverFlex, RPC endpoints, the block explorer, and API, have been shut down with no plans for restoration. Although Over Protocol was designed as a decentralized Layer 1 mainnet, the network is highly likely to become inoperable in practice following the foundation's service termination. The continued production of blocks will depend on independent validators running open-source client software.
pumpfun: ~$370 Million PUMP Burned; Commits 50% of Next Year's Revenue to Buyback and Burn
pumpfun founder alon stated that over the past ~9 months, PUMP has used 100% of its revenue for buybacks. Today, approximately $370 million worth of PUMP, representing 36% of the circulating supply, has been burned. Furthermore, PUMP commits to allocating 50% of its revenue over the next year to programmatic buybacks and burns. The other 50% of revenue will be used for business growth, product development, infrastructure building, and ecosystem reinvestment. Alon stated this move aims to enhance community trust and ensure long-term business growth.
Polymarket Plans to Bring Primary Exchange to the US, Pending CFTC Approval
Polymarket plans to bring its primary exchange to the United States, pending approval from the CFTC.
Investments & Fundraising
Despite Acquisition Being Halted, Manus Investors Have Received Returns
According to sources familiar with the matter, investors in Manus, including venture capital firm Benchmark, have received their returns despite the acquisition being called off. (WSJ)
Previously, the Foreign Investment Security Review Work Office (National Development and Reform Commission) made a decision to prohibit the foreign acquisition of the Manus project according to laws and regulations, requiring the parties to rescind the acquisition deal.
Regulatory Developments
Israel Approves First Regulated Stablecoin Pegged to the Shekel
Israel's Capital Market Authority approved Bits of Gold's issuance of BILS, the country's first stablecoin pegged to the Shekel. The token is a regulated asset launched by Bits of Gold after a two-year evaluation and pilot phase, supported by the Solana network, Fireblocks, and Ernst & Young. Bits of Gold stated that bringing the Shekel on-chain aims to place it alongside currencies like the Euro, Japanese Yen, and Singapore Dollar that have already entered the blockchain financial system. With the stablecoin market cap now exceeding $300 billion, this issuance aims to counter the dominance of dollar-pegged tokens in on-chain payments and safeguard digital sovereignty.
Voices
CFTC Chairman Mike Selig stated in an interview that the CFTC is building tools that leverage AI to review registration applications in the US crypto market and monitor transactions. Mike Selig noted that due to federal government layoffs reducing the agency's staff by over a fifth, AI and automation technologies will be used to fill the manpower gap and improve document review efficiency. Currently, staff are undergoing Microsoft Copilot training, and the agency is also developing internal tools for reviewing swap data and market surveillance.
Furthermore, Mike Selig stated that the digital asset classification guide jointly published by the CFTC and SEC is the most important initiative during his tenure, aiming to provide regulatory clarity for market participants. Regarding prediction markets, Mike Selig reiterated the CFTC's exclusive jurisdiction and emphasized stringent enforcement actions against violations like insider trading.
