金色财经_

Golden Finance reports that on April 28, according to Onchain Lens monitoring, 6 hours ago, Bitmine staked 113,808 ETH, worth $259.15 million. Currently, it has staked 3,815,397 ETH, valued at $8.76 billion.

Golden Finance reports that on April 28, a research report from CITIC Securities stated that OpenAI launched GPT-5.5 and DeepSeek released a DeepSeek-V4 preview version. Both GPT-5.5 and DeepSeek-V4 coincidentally emphasized the utmost compression of reasoning costs. This does not mean that demand for computing power has peaked; on the contrary, the decline in per-token costs may trigger an exponential increase in token consumption. Looking ahead, we are optimistic about the explosive growth on the AI applications side, and we maintain a long-term positive outlook on the North American computing-power industry chain and domestic AI computing-power breakthrough contenders. ( Dongxin She )

Golden Finance reports that on April 28th, OpenAI CEO Sam Altman posted on social media: "We have updated our partnership with Microsoft. Microsoft will remain our primary cloud partner, but we are now able to extend our products and services to all cloud platforms. We will continue to provide products and models to Microsoft until 2032, and share revenue with them until 2030."

Golden Finance reports that on April 28th, Patrick Witt, Executive Director of the White House Digital Asset Presidential Advisory Committee, previewed at the Bitcoin 2026 Conference that major announcements regarding Trump's strategic Bitcoin reserves will be released in the coming weeks.
Witt stated that since Trump signed an executive order establishing a strategic Bitcoin reserve last year, his team has been researching related mechanisms and legal interpretations to ensure that digital assets (especially Bitcoin) on the government’s balance sheet are properly protected and consolidated.
Meanwhile, legislators are pushing to legislate Trump's executive actions. Senator Cynthia Lummis and Representative Nick Begich have reintroduced the BITCOIN Act, now renamed the "U.S. Reserve Modernization Act," which includes a plan to acquire 1 million Bitcoins over five years through a "budget-neutral strategy."

Golden Finance reports that on April 28th, Renzo posted on the X platform stating that the past week was a true test for the DeFi ecosystem. To support healthy liquidity in the DeFi ecosystem, Renzo has provided over 10 million USD in liquidity support to the Aave V3 stablecoin market from the treasury.

Golden Finance reported that on April 28, Canadian Prime Minister Carney told reporters on Monday that Canada will set up a sovereign wealth fund with an initial size of 250 billion Canadian dollars ($18.38 billion) to invest in major domestic projects. The fund will become Canada’s first sovereign wealth fund, announced on the day before the release of Canada’s fiscal report. “A sovereign wealth fund is essentially a country’s savings and investment account, aimed at building wealth for future generations,” Carney said. Carney said the Canada Strong Fund will work with the private sector to invest in major projects across the country using a commercialized model, and will expand through asset turnover and reinvestment.

Golden Finance reported that the revised “Clarity Act” would narrow the passage window of the Market Structure Act to 9-10 business weeks, and that it must be delivered to the president’s desk before the August recess. The Senate Banking Committee has been stalled since January of this year. Tillis said that a compromise is needed regarding stablecoin yield and rewards for the banking industry, but he added that the April amendment is not expected to be possible. He emphasized that the process should not be rushed, and that it is necessary to listen to views from all sides and provide reasonable grounds.

Headlines
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▌Solana Releases Quantum Roadmap: Selects Falcon Solution, Existing Migration Work Ready
On April 27, the Solana official team published an article on the potential impact of quantum computing on blockchain, reaffirming that the quantum threat is still years away, but the Solana ecosystem has already conducted extensive research and made technical preparations in advance. The independent verification client development teams, Anza and Firedancer (together representing the majority of the network’s staked share), after independent research, reached a consistent conclusion that a post-quantum digital signature scheme is needed that is compact and suitable for high-throughput blockchains, and they jointly selected the Falcon scheme. Both sides have separately released initial implementation code on GitHub. In addition, Solana Winternitz developed by Blueshift

Golden Finance reports that on April 28th, the world's largest hedge fund, Bridgewater Associates, released a report comparing the current situation to the industry upheaval of the 1990s, with established software companies now facing similar survival threats. The report states: "With the official launch of the new Claude Code model, emerging industry competitors have posed a survival crisis for leading companies, just as Amazon's impact on Barnes & Noble did back then." Since the beginning of this year, the S&P 500 Software and Services Index has fallen approximately 17%. (Dongxin News Agency)

Golden Finance reports that on April 28, according to official sources, ZetaChain announced that the GatewayEVM contract was attacked today, but only affected the internal team wallet of ZetaChain. The team has blocked the attack vector to ensure no additional funds are threatened and will release a detailed post-incident analysis report after the investigation is complete. Currently, as a precaution, ZetaChain has suspended cross-chain transactions. The investigation is still ongoing, and so far, no user funds have been affected by this attack. The current status can be tracked on the relevant page.

Goldman Sachs strategists say that the disruptive risks brought by AI are intensifying market debates over stock valuations. Based on a 10-year dividend discount model, they found that the S&P 500's terminal value accounts for about 75% of the total equity value, close to the highest level in nearly 25 years. They point out that recent underperformance in software and light-asset industries has created a contrast between short-term stock price declines and stable short-term returns, highlighting the importance of long-term growth prospects.

Golden Finance reports that the revised "Clarity Act" has shortened the passage window for the Market Structure Act to 9-10 business weeks, and it must be sent to the president's desk before the August recess. The Senate Banking Committee has been stalled since January of this year, and Tillis requested a compromise on stablecoin yields and rewards for the banking industry; a revision in April is unlikely. He emphasized that the process should not be accelerated, and all parties' opinions should be listened to with reasonable justification.

Spot gold rose 0.2% in Asian morning trading to $4,691.75 per ounce, as investors evaluate Iran's proposal to the U.S. to cease attacks in the Strait of Hormuz in exchange for a comprehensive end to the war and the lifting of port blockades. Trump and his team are skeptical of this proposal. Analysts say the news has led to a weaker dollar, supporting gold, but complex diplomatic signals and potential contact setbacks make the outlook uncertain.

Golden Finance reports that on April 28, Bridgewater Fund founder Ray Dalio said on April 27 local time that inflationary pressures continue to compound with slowing economic growth, and that policymakers must remain cautious. Dalio said on Monday, “We are undoubtedly in a stagflation period,” warning that the U.S. economy has entered a stagflation environment, and noting that if Kevin Walsh, who is set to succeed the Federal Reserve Chair, chooses to cut interest rates, it would result in a policy misstep. (Jin10

Golden Finance reported that on April 28, the 11th Review Conference of the Treaty on the Non-Proliferation of Nuclear Weapons opened on April 27 at the United Nations headquarters in New York, United States. At the opening session, representatives of the United States and Iran accused each other, and both opposed the other’s bid to serve as vice chair of the conference. (Xinhua News Agency)

Golden Finance reports that on April 28th, according to official sources, Compound has launched a proposal to support the rsETH asset recovery initiative coordinated by DeFi United, with a planned maximum contribution of 3,000 ETH.
Although the direct risk exposure for Compound is expected to be small, this proposal reflects its broader commitment to maintaining the integrity of the DeFi market and participating in this recovery effort to enhance the resilience and long-term sustainability of the entire DeFi ecosystem.

Golden Finance reports that on April 28th, according to official sources, Polymarket announced that on tomorrow's CLOBv2 migration day, a total of $1 million in liquidity rewards will be offered.
During the first 2 hours after the migration, $500k in rewards will be distributed, with the remaining $500k distributed afterward.
After the migration is complete, all eligible markets will activate a rebate/fee mechanism.

Last week, Strategy increased its holdings by 3,273 BTC; Tether launched the Bitcoin mining open infrastructure layer MDK; the White House discussed Iran’s new proposal with Trump and the national security team; Spark announced a net protocol surplus of $3.46 million in Q1; a16z crypto said stablecoins are reshaping the financial system; Morgan Stanley warned that Wash brings the risk of long-term mechanism changes and exacerbates volatility in U.S. Treasuries; Gemini launched agent trading, with AI directly managing crypto accounts.

Golden Finance reports that April 28th is destined to be an extraordinary week for the Federal Reserve. After the U.S. Department of Justice concluded its investigation into Powell, Republican Senator Thillis withdrew his obstruction of the confirmation process for Fed Chair nominee Waller last Sunday. The Senate Banking Committee has scheduled a vote on Waller's nomination for Wednesday evening at 10 p.m. Beijing time, clearing the way for a full Senate confirmation vote before the week of May 11.
A few hours after the nomination vote advances, the Federal Reserve will announce its April interest rate decision, and Powell will also hold his 63rd and likely final press conference as Fed Chair.
If Waller's nomination as Fed Chair and Board Member is approved, Milan, who is temporarily filling the vacancy, will be replaced, making him the shortest-serving official since the 1950s. If he does not continue with the Fed afterward, Milan, who has been pushing for rate cuts, will participate in his sixth and final meeting this week.

Golden Finance reports that as the obstacles to Kevin Wosh being considered as a candidate for Federal Reserve Chair gradually diminish, the market is re-evaluating his potential policy stance. AMP Chief Economist Shane Oliver said that Wosh values Federal Reserve independence and may focus more on the AI transition and less on employment; the emphasis he places on tail-end mean inflation could exceed that on core PCE, but this could also be viewed as selective. His position may be slightly more dovish than Powell’s, but there is no fundamental disagreement.