mon

The World Gold Council released the February central bank gold purchase report this week, showing that central banks net bought 19 tons of gold in February 2026. Although this is still below the monthly average of 26 tons reported for 2025, it represents an increase compared to the net purchase of 5 tons in January 2026.The World Gold Council stated that the situation in February seems to indicate a rebound in central bank gold purchases after a quiet January, highlighting the recognition and commitment of central banks to gold as a reserve asset. Additionally, the report shows that some central banks have maintained a record of continuous net gold purchases, accumulating 44 tons from November 2024 to February 2026, with the Czech Republic reporting net purchases for the 36th consecutive month. China has increased its gold holdings for the 16th consecutive month.Goldman Sachs' research report at the end of March pointed out that supported by the ongoing gold purchases by central banks and the expectation that the Federal Reserve will cut interest rates twice this year, the medium-term outlook for gold remains solid, with gold prices expected to rise to $5,400 per ounce by the end of the year. UBS also projected at the end of March that the target price for gold in early 2027 will be $5,900 per ounce.

According to Onchain Lens monitoring, after being dormant for 5 months, a certain whale deposited 1 million USDC into HyperLiquid and opened a long position of 20,000 BRENTOIL with 20x leverage.Previously, this whale had already made over 12.44 million dollars.

The People's Court of Qinzhou District, Tianshui City, Gansu Province recently tried a criminal case involving virtual currency, where the defendant, through a "high-paying errand" job, knowingly withdrew a total of over 390,000 yuan within 7 days in areas without surveillance, and converted the funds into virtual currency to transfer to their superior, profiting 21,500 yuan in the process.The court determined that the defendant constituted the crime of concealing and disguising criminal proceeds, sentencing them to two years and four months in prison and imposing a fine of 10,000 yuan, as well as ordering the return of illegal gains. The judge reminded that offline cash withdrawals have become a key link in "laundering" telecom fraud proceeds, and that "errand cash withdrawals" and "high-paying daily settlements" are often part of the fraud chain. The public should be vigilant against behaviors such as cash collection, transfers, and assisting in fund transfers to avoid becoming accomplices in crime.

Monad co-founder Keone Hon released a protocol security self-inspection checklist on the X platform, focusing on core issues such as management permissions, fund security, and multi-signature mechanism design, which mainly includes ten points:Clearly identify which admin functions may lead to fund loss;Ensure that relevant operations are time-locked;Establish a real-time monitoring mechanism;Provide timely alerts when admin functions are called;Review all privileged accounts and try to use a multi-signature (k-of-n) structure;Clarify signature threshold parameters;Multi-signature signers should use independent cold devices solely for signing operations and follow best practices (such as independently verifying transaction hashes);Set rate limits on withdrawals and avoid control by the same multi-signature;Ensure employee devices have malware detection and management capabilities;Predefine extreme scenarios where multi-signature signers are compromised, reverse engineer potential attack paths from the attacker's perspective, and optimize system design accordingly to increase attack costs and complexity.

According to official news, the blockchain security agency SlowMist recently released a security assessment report, conducting a special audit of OKX Wallet. The results showed that in the audited version, no behavior was found where the application transmitted sensitive information such as private keys or mnemonic phrases to external servers, and no risk of sensitive data leakage was detected overall.It is reported that this assessment focused on whether there were issues with the external transmission of private keys and mnemonic phrases in OKX Wallet, and the results indicated that the relevant core information was processed locally. The current handling of private keys and mnemonic phrases has become the core of wallet security, and such audit results also provide users with a more direct security reference.

According to Onchain Lens monitoring, a giant whale sold 1,323 ETH at a price of $2,041 after holding it for 2 months, exchanging it for 2.7 million USDC, resulting in a loss of $1.28 million.The whale initially withdrew 1,327.48 ETH from Binance, worth $3.99 million, and currently still holds 5.76 ETH, worth $11,800.

CZ posted on Binance Square that his new book "Freedom of Money" is scheduled for official release next week. The e-book is currently available for pre-order, offering both English and Traditional Chinese versions. The English physical book will also be released next week, and versions in other languages will be launched in the coming months.

According to Jinshi reports, Federal Reserve's Williams stated that uncertainty and two-way risks have increased, and monetary policy is "in a favorable position" to manage these risks.

Drift Protocol tweeted that a malicious actor gained unauthorized access through a new type of attack involving durable nonce, quickly taking over the management rights of the Drift security committee. The attack was highly sophisticated, prepared over several weeks, and included the use of durable nonce accounts to pre-sign transactions to delay execution. Current investigations show that the cause of this incident is not due to vulnerabilities in the Drift program or smart contracts; there is no evidence that the mnemonic phrases were stolen; the attacker gained access through unauthorized or forged transaction approvals (possibly involving social engineering).The final result led to approximately $280 million in funds being withdrawn from the protocol. All lending, vault deposits, and trading funds were affected. DSOL (the portion not deposited in Drift, including assets staked to Drift validators) and insurance fund assets were not affected, and the latter is being withdrawn for protection. As a precaution, all remaining protocol functions have been frozen, and the multi-signature has been updated to remove the compromised wallet.

According to on-chain analyst aryan's disclosure on the X platform, in the attack incident on the Drift protocol treasury, the attacker's address obtained funds through NEAR Intents 8 days ago but remained inactive until receiving a large amount of assets from the Drift treasury.The attacker transferred the funds to multiple money laundering addresses. Notably, these money laundering addresses received funds through Backpack yesterday, and Backpack should have conducted KYC verification on these accounts. Subsequently, the money laundering addresses transferred the funds to an Ethereum address via Wormhole, which had previously received funds through Tornado Cash.

According to BBX data, as the second quarter kicks off, global enterprises are taking frequent actions in asset listing and rating infrastructure. The core data is as follows:2,000 spot purchases: Bitfarms (NASDAQ: $BITF) announced yesterday the completion of a $50 million structured debt financing provided by top private equity, which has been fully utilized before yesterday's market close to purchase approximately 2,000 BTC in the open market, further defending its ranking among North American mining companies.$15 million regular investment initiated: MicroAlgo (NASDAQ: $MLGO) announced before the market opened yesterday that the board has approved the establishment of a $15 million special fund for digital assets and officially launched the "Daily Investment (TWAP)" program yesterday, aimed at reducing the volatility risk of single-point purchases.Game ecosystem reserves: Roblox (NYSE: $RBLX) disclosed in its developer newsletter yesterday that it has converted 2% of its redundant cash on its balance sheet into ETH and AVAX. This move is not purely a financial investment but is intended to support the underlying liquidity for its next-generation creator economy's on-chain settlement.Rating giant enters the arena: S&P Global (NYSE: $SPGI) released the "Corporate Bitcoin Treasury Index (CBTX)" yesterday. This index specifically tracks globally listed companies with more than 1% BTC exposure on their balance sheets, marking the formal inclusion of "crypto treasuries" into mainstream financial measurement standards by traditional rating agencies.Computing power completely restructured: Northern Data (XETRA: $NB2) announced yesterday that it has divested its last portion of traditional cloud storage business, declaring that starting from the second quarter, 100% of the company's energy and computing power will solely serve AI rendering and the absolute accumulation of its internal BTC treasury.

According to Cointelegraph, Bitcoin rose about 2% in March, ending a consecutive five-month decline, marking the first positive turn after the longest consecutive decline since 2018, with the market focusing on trend reversal signals. Historical data shows that similar rebounds often accompany strong recoveries after several months of decline.In 2019, there was an approximately 300% increase after consecutive declines, and some analysts believe that this round may have found a temporary bottom around the $60,000 mark. However, seasonal patterns indicate discrepancies in April's performance: since 2013, April has mostly seen gains, but in recent years, after a rise in March, the probability of a decline in April has increased, leaving short-term direction uncertain.In terms of price, BTC is currently trading around $68,000, with a key resistance zone between $69,000 and $70,000 above. Further up, attention is on the supply zone between $70,000 and $72,000. If it breaks through effectively, it may test $76,000 or even $80,000; conversely, if it faces pressure, the market may continue its oscillating pattern.

Australia has officially passed the "2025 Company Amendment (Digital Assets Framework) Bill," becoming the country's first comprehensive digital asset regulatory legislation. The bill requires cryptocurrency exchanges and custodial platforms to apply for a financial services license from the Australian Securities and Investments Commission (ASIC) and to complete compliance within six months.The new law establishes two types of regulated entities: "digital asset platforms" and "tokenized custodial platforms," which are subject to the same core rules for client asset protection, information disclosure, and dispute resolution as brokers and fund managers. The aim is to prevent risks such as the mixing and misappropriation of client assets. Research institutions estimate that Australia could generate up to AUD 24 billion annually from the tokenized market, payments, and digital assets, accounting for about 1% of GDP; without a regulatory framework, this figure could drop to only about AUD 1 billion by 2030.

According to market news, Bitcoin (BTC) closed up 1.8%, ending a five-month decline since 2025, but faced a new round of volatility at the beginning of April, dropping to $67,630 during the Asian morning session.Although April has historically been a strong month for BTC (with an average historical increase of 12.1%), the market has continued to deviate from seasonal patterns since the end of 2025. Regarding macro and geopolitical uncertainties, Binance Research pointed out that if clear signals of a ceasefire between the U.S. and Iran emerge, it could boost the crypto market for further recovery.On the technical side, some analysts believe that the current macro environment closely resembles the market structure before the significant BTC rises in 2016 and 2020. However, Alphractal's CEO and CryptoQuant models both indicate that the current bottom may appear between September and November 2026, at which point there is a possibility of prices falling below $40,000.

According to GMGN data, the top 5 tokens with net inflow of smart money in the past 24 hours are as follows:Chicky (2ecW....ump): Net inflow of $2,000, with a 24-hour increase of 15920.5%, currently priced at $0.0005.BELIEVE (HeC2....ump): Net inflow of $1,000, with a 24-hour increase of 6899.9%, currently priced at $0.0002.Rise (CpFJ....ump): Net inflow of $704, with a 24-hour increase of 0%, currently priced at $0.0004.Mbappe (CQJ3....ump): Net inflow of $577, with a 24-hour increase of 338.8%, currently priced at $0.0001.Claire (7aRu....ump): Net inflow of $506, with a 24-hour increase of 4027.9%, currently priced at $0.0001.

The first batch of issuer licenses in Hong Kong was originally scheduled to be issued in March 2026, but it has not materialized as planned. A spokesperson for the Hong Kong Monetary Authority (HKMA) responded that the HKMA is fully committed to advancing the licensing process and will make announcements to the public at the appropriate time.Regarding who will obtain the first batch of stablecoin licenses in Hong Kong, the market has previously focused on two major Hong Kong dollar issuing banks, HSBC and Standard Chartered. HSBC has not publicly disclosed whether it has submitted an application for a stablecoin license. However, as early as mid-January this year, there were rumors in the market that HSBC had a good chance of obtaining the first batch of licenses. Currently, there is no clear official disclosure on why the issuance of stablecoin licenses has been delayed beyond the anticipated timeline.Individuals close to the stablecoin license applications revealed that the HKMA has been in close contact with the first batch of potential compliant licensees, and there are still proposed amendments regarding the issuance matters. In addition, the second batch of compliant stablecoin licenses in Hong Kong is also in the application process. Reliable sources indicate that Futu Securities and OSL Group are strong contenders for the second batch of licenses.

Last night, the US and Iran simultaneously released signals of reconciliation, and the market reacted noticeably. Bitcoin quickly rebounded above $68,000, which also allowed it to narrowly escape a six consecutive monthly decline, ultimately closing March up 1.62%. Looking ahead to April, Bitcoin has historically experienced 8 increases and 5 decreases, with an average return of 13.06% and a median increase of 7.27%.