Your Weekly Deep Dive into The World of Crypto

April 29, 2026 · 7 Min Read

GM, Readers!

What a strange week. Iran walked out of peace talks on Saturday, Trump got rushed out of the White House Correspondents' Dinner the same night after gunshots, and Bitcoin barely flinched. BTC sits around $77,500 (at the time of writing), has now closed three straight weeks above $75K, and just sealed its first weekly close above the 21-week moving average since October.

Saylor declared the bitcoin winter "over." Aave is bailing out a $292M North Korean hack. The Fed meets on Wednesday. Goldman filed for its first BTC ETF product. And ETFs notched their fourth straight week of inflows.

Let's get into it…

On Thursday, Saylor posted a Game of Thrones meme of himself on horseback in a fur coat: "Winter's over." Bitcoin had just reclaimed $78,000 for the first time in two months. By Monday morning, Strategy disclosed another 3,273 BTC for $255 million, lifting total holdings to 818,334 BTC.

The full stack is worth $63.7 billion at an average cost of $75,537 per coin, and Saylor's 2026 BTC yield is 9.6%. The 1 million BTC target by year-end now needs roughly 182,000 more coins.

For the first time since October 2025 (when it traded near $115K), Bitcoin closed a weekly candle above the 21-week moving average. The chart that bears have been pointing at for six months just stopped working in their favor.
BTC is up about 14% over the past month, the best monthly performance in over a year. Bulls want a clean break of $80K. Twice this past week, $79,500 was the ceiling. April 22 and April 27, both rejected. The wall is real.

The largest DeFi exploit of 2026 happened on April 18. An attacker hit KelpDAO's LayerZero bridge to mint 116,500 unbacked rsETH (roughly 18% of supply), then deposited the fakes on Aave to borrow about $190M in real ETH. LayerZero has attributed the attack to North Korea's Lazarus Group.

Aave deposits dropped from $45.8B to $28.6B as the run started, a $17B exodus in days. Lido, EtherFi, Mantle, and Aave founder Stani Kulechov have pledged ETH to a "DeFi United" recovery fund. Arbitrum has frozen $71M tied to the hacker.

Goldman Sachs filed for its first Bitcoin ETF product on April 14, putting the last major Wall Street holdout in the ring with BlackRock, Fidelity, and Morgan Stanley. Reuters broke the news earlier in the week.

BlackRock's IBIT alone now holds 802,823 BTC and pulled in $733M last week. Strategy passed it. Goldman wants in. Bitcoin no longer needs convincing. It just needs deciding which channel.

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Spot Bitcoin ETFs pulled in $824M last week per SoSoValue, the fourth straight weekly inflow. BlackRock's IBIT did $733M of that (89% of the total). Morgan Stanley's MSBT added another $129M. FBTC and GBTC saw small outflows, but the trend is clear.

Total Bitcoin ETF AUM is now $102.6 billion. Cumulative inflows since January 2024 sit at $58.6 billion. The 9-day daily inflow streak is still active.

Your CFO opens Slack. There's a weekly Stripe revenue recap in #finance with a churned-accounts flag and a net-new breakdown. She didn't ask for it.

Your head of product opens Slack. There's a GitHub summary in private channel: PRs merged, PRs stale, Linear tickets that moved. He didn't ask for it.

Your marketing lead opens Slack. There's a Google Ads performance comparison in private channel, with a note: "Meta CPA crept up 18% this week. Might be worth pausing the broad match campaign." She didn't ask for it either.

All-hands at 10am. Everyone already knows the numbers. The meeting is about decisions, not catch-up.

That's what happens when one colleague works across every tool your company uses. Not one department's assistant. The whole company's coworker.

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On January 12, 2026, twelve days after leaving office, former NYC Mayor Eric Adams launched the NYC Token at a Times Square press conference. He claimed it would fight "antisemitism and anti-Americanism." The mechanics told a different story.

Within minutes, market cap hit $600M. Within 30 minutes, a wallet linked to the deployer pulled $2.5M in USDC from the one-sided pool on Meteora and added back only $1.5M. The token crashed 81% to about $110M. Bubblemaps documented the entire sequence in real time. Hayden Davis, of Argentina LIBRA scandal fame, was reportedly involved in the structure.

Adams blamed his "market maker" for "rebalancing liquidity" and insisted the team had not sold any tokens. New York State has since proposed legislation to criminalize on-chain rug-pull conduct.

While Adams plays civic philanthropist, the professionals had a banner month. North Korea's Lazarus Group, the state-sponsored hacking unit operating under DPRK military command, has now been linked to two major DeFi exploits in three weeks.

•    Drift Protocol on April 1: $285M drained.

•    KelpDAO on April 18: $292M. 

That's $577M stolen in 18 days. The group has been active since 2009 and has stolen over $4 billion in crypto since 2017, including the Ronin bridge and last year's $1.5B Bybit heist.

The playbook is consistent: spear-phish a developer via a fake LinkedIn job, compromise a private key, mint or move tokens via cross-chain bridge, and drain. Ledger's Charles Guillemet thinks 2026 will be the worst year for crypto hacks ever.

$195M of volume backing what is basically a non-bet. Polymarket sees no chance of a cut at the April 28 to 29 FOMC. Watch Powell's tone in the press conference, not the statement.

The single most likely outcome on a 13-bracket market. One cut sits at 28.5%. March CPI hit 3.3%, the highest since May 2024. The case for sticky inflation just got louder.

A 62% rally is needed to break $126,198. Mostly priced as fantasy right now. $80K still has to break first, and it has been rejected twice in a week.

The Fed wraps on Wednesday. Apple, Microsoft, Amazon, Meta, and Alphabet all report earnings. Q1 GDP and March PCE drop on Thursday. Iran talks remain technically alive, technically failing. KelpDAO recovery progress matters for DeFi confidence. Strategy's next 8-K likely lands Monday. If BTC clears $80K with conviction, the bracket math gets interesting fast.