Crypto Morning Brief: Prediction Market ETF Expected to Launch Next Week; Anthropic Considering New Funding Round
TechFlow Selected TechFlow Selected
Crypto Morning Brief: Prediction Market ETF Expected to Launch Next Week; Anthropic Considering New Funding Round
The U.S. Senate Banking Committee approved Jerome Powell’s nomination as Federal Reserve Chair, sending it to the full Senate for a vote.
Navigating Web3 tides with focused insightsAuthor: TechFlow
Yesterday’s Market Updates
Trump: Naval blockade on Iran will remain in place until nuclear issue is resolved
U.S. President Donald Trump, in an interview with Israeli Channel 12 News, stated: “I will not lift the naval blockade on Iran until a nuclear program agreement is reached.” He added, “In a sense, the naval blockade is more effective than bombing,” referring to the measure.
“The Iranians are suffocating—like a fat pig. Things will only get worse for them. They cannot have nuclear weapons,” Trump asserted. He claimed, “The Iranians want reconciliation. They don’t want me to continue the blockade.” Trump further elaborated on the blockade’s effectiveness, saying, “Iran’s oil reserves and pipelines will soon burst due to the blockade.”
U.S. Senator Tillis: The Clarity Act has made significant progress; committee markup to be scheduled promptly
According to reporter Eleanor Terrett, U.S. Senator Thom Tillis (R-NC) stated he is prepared to advance the Clarity Act to the markup stage and will request the committee chair to schedule it. Tillis noted that most banking-sector concerns regarding stablecoin yield have been heard and addressed, and he welcomed other stakeholders to participate in good-faith collaboration. On timing, Tillis aims to release the stablecoin yield-related legislative text four to five days before the markup, following stakeholder previews.
U.S. Senate Banking Committee advances Waller’s Fed Chair nomination to full Senate vote
The U.S. Senate Banking Committee voted to advance Governor Christopher Waller’s nomination for Federal Reserve Chair to the full Senate for consideration.
Prediction market ETFs expected to launch next week, with initial products focused on U.S. congressional election outcomes
Bloomberg ETF analyst James Seyffart reported that prediction market ETFs are expected to officially launch next week. Roundhill’s related filing has been submitted, with an effective date set for May 5. The first batch of prediction market ETFs will be based on outcomes of the U.S. congressional elections—including which party (Democratic or Republican) controls the House or Senate.
Venus Protocol to shut down vSXP market on May 11
Venus Protocol announced that, due to lack of oracle support and persistently declining liquidity, the vSXP market will no longer be able to price assets after May 11, and the protocol has formally decided to shut down the market.
Venus Protocol urges users to close all positions in the vSXP market before May 11. Per its official statement, Venus Protocol will bear no responsibility for any funds remaining unclaimed after that date.
Meta relaunches stablecoin payments, offering USDC settlement to creators
According to Fortune, Meta has quietly launched stablecoin payment functionality, enabling select creators in Colombia and the Philippines to receive payments in USDC via Solana and Polygon networks. Creators can enter third-party wallet addresses into Facebook’s payout platform to withdraw funds. Meta does not offer USDC-to-fiat conversion services and partners with Stripe to handle relevant tax reporting.
According to Marc Boiron, CEO of Polygon Labs, the initiative is expected to expand to over 160 countries by year-end. This launch comes more than four years after Meta’s Libra project (later renamed Diem) was terminated in 2022.
MEGA token to list on MegaETH on April 30 at 18:00 (Beijing time)
MegaETH announced that its MEGA token will begin on-chain trading at 18:00 Beijing time on April 30, followed by off-chain trading at 19:00.
MoonPay acquires Israeli security firm Sodot for $100 million, launching new institutional division
According to Bloomberg, crypto payments company MoonPay acquired Israeli crypto-security startup Sodot to establish a new division—“MoonPay Institutional”—focused on serving institutional clients’ digital asset needs. The division will provide large traditional financial institutions with services including trading, tokenized securities, payments, wallet management, and stablecoin issuance. Former acting Chair of the U.S. Commodity Futures Trading Commission (CFTC) Caroline D. Pham will serve as head of the new division. She joined MoonPay in late 2025 as Chief Legal Officer and Chief Administrative Officer.
Polymarket responds to “data breach” allegations: On-chain data is inherently public and auditable
In response to external claims of a “data breach,” Polymarket clarified that no data was ever breached—the information in question is publicly accessible through Polymarket’s public API endpoints and on-chain data. This transparency is an inherent feature of on-chain data—not a security vulnerability.
Polymarket emphasized that one of the core advantages of on-chain data is its fully public and auditable nature, and anyone can freely access this data via its API without paying for it.
Earlier reports indicated that prediction market platform Polymarket may have suffered a data breach, with over 300,000 records and exploit toolkits leaked.
Bitcoin lending protocol Tropykus announces shutdown of current version; deposit and lending functions permanently discontinued
According to an official Tropykus announcement, the decentralized lending protocol Tropykus has initiated a phased shutdown of its current protocol version. Deposit and lending functions will be permanently discontinued. Users may withdraw funds and repay loans via tropykus.com until July 27, 2026; thereafter, such operations will only be supported via direct interaction with smart contracts.
The team stated that the shutdown decision stems from long-term strategic evolution—not from a prior security report received by Money on Chain, a former partner. That report had previously prompted the protocol to proactively pause deposits and new lending, but the team emphasized that internal discussions about shutting down predated the incident, and the security event merely accelerated the timeline. Technically, the team noted that the original architecture was designed for an earlier technological environment and is no longer adequate to meet long-term development needs amid emerging security challenges posed by technologies like AI.
The team advises all users to complete withdrawals and settle loan positions via tropykus.com before July 27, 2026; after that date, users will need technical capability to interact directly with smart contracts.
Anthropic considering new funding round, valuation potentially exceeding $90 billion
According to Bloomberg, Anthropic is exploring a new funding round with a potential valuation exceeding $90 billion. If successfully completed, it would surpass longtime rival OpenAI to become the world’s most highly valued AI startup.
Insiders revealed that Anthropic is currently receiving term sheets from multiple investors—some of which would more than double its current valuation. However, these considerations remain at a very early stage, and the company has not accepted any offers.
Market Data
Recommended Reading
300,000 user records leaked in bundled data dump—Polymarket trapped in its “public data” defense
https://www.techflowpost.com/zh-CN/article/31376
This article details the controversy surrounding the Polymarket user data leak, highlighting divergent interpretations of the incident’s nature and responsibility between the platform and the hacker. The hacker exploited multiple API vulnerabilities and misconfigurations to obtain approximately 300,000 user records, while Polymarket characterized the incident as a functional issue—not a data breach.
Robinhood Q1 revenue and profit miss expectations; crypto trading revenue plunges 47%, shares drop over 6% after hours
https://www.techflowpost.com/zh-CN/article/31380
This article examines Robinhood’s first-quarter total net revenue, which fell short of market expectations, with crypto trading revenue dropping 47% year-on-year—the primary drag on performance. Meanwhile, prediction market trading volume hit a record high, driving revenue up 320% and emerging as a new growth engine. User and asset base continued expanding, with Gold subscription users reaching an all-time high. The company raised its full-year operating expense guidance by $100 million, citing development of the “Trump account.” Despite a strong start to Q2, persistent crypto market weakness continues to weigh on the company’s valuation.
Microsoft and OpenAI “divorce”: The era of model exclusivity is over
https://www.techflowpost.com/zh-CN/article/31383
This article explores the background and implications of Microsoft and OpenAI’s revised partnership agreement, revealing a broader industry shift—from an era defined by exclusive AI models to one centered on compute competition. As AI models become increasingly commoditized, compute power has emerged as the new scarce resource, making infrastructure providers the true winners.
Looking back at this year’s Hong Kong Web3 Festival: Everyone is bidding farewell to the amateur era
https://www.techflowpost.com/zh-CN/article/31385
This article analyzes the main themes of the 2026 Hong Kong Web3 Festival, discussing the crypto industry’s transition from an amateur phase to mainstream adoption—with emphasis on industry direction, regulatory developments, and perspectives and actions of key figures.
Behind the “century lawsuit” between OpenAI and Musk: A trial over AI governance structure
https://www.techflowpost.com/zh-CN/article/31386
This article centers on the litigation between Elon Musk and OpenAI, exploring issues including AI governance structures, legal standing to enforce charitable donation commitments, tensions between Silicon Valley’s nonprofit ethos and commercial models, and challenges facing Musk’s own AI company, xAI.
Join TechFlow official community to stay tuned
Telegram:https://t.me/TechFlowDaily
X (Twitter):https://x.com/TechFlowPost
X (Twitter) EN:https://x.com/BlockFlow_News
深潮TechFlow
