吴区块链周报：DeFi大举拯救KelpDAO、Aave惠及Spark资金大量流出、香港助推资产通证化等1美国政府运营比特币节点进行网络安全测试；军方将其视为计算机科学工具链接 美国印太司令部司令塞缪尔·帕帕罗表示，美国政府目前正在运营一个比特币节点，以测试其在网络安全方面的应用，但不参与比特币挖矿。相关工作仍处于实验阶段，主要将比特币视为一种密码学和区块链工具，用于网络监控和系统安全增强。他还提到，GENIUS 法案下的稳定币立法有助于维护美元在全球体系中的地位。2。加密货币相关政治团体为美国中期选举储备近1.8亿美元链接 与加密货币行业相关的政治团体在今年美国中期选举前已积累了近1.8亿美元的资金储备，超过了一些主要共和党超级政治行动委员会的资本规模。报告显示，大部分资金是去年结转的，
绝大多数由 Fairshake 持有。其主要捐助者包括 Coinbase、Ripple Labs 和 Andreessen Horowitz。3。超过 100 家加密货币公司敦促美国参议院推进联邦市场监管框架的《清晰法案》链接 由 Coinbase、Ripple、Circle 和 Kraken 等 100 多家加密货币公司和行业组织组成的联盟正在向美国参议院银行委员会施压，要求其安排对《清晰法案》的加价，旨在为数字资产市场建立联邦监管框架。该联盟在致参议员的信中指出，仅靠政府机构的行政行为无法带来稳定的规则，并警告执法监管的风险。这封信概述了六个核心优先事项，包括澄清响应的监管部门
WuBlockchain Weekly: DeFi Rallies to Rescue KelpDAO, Massive Capital Outflows from Aave Benefit Spark, Hong Kong Boosts Asset Tokenization, etc
1. U.S. Government Operates Bitcoin Nodes for Cybersecurity Testing; Military Treats It as a Computer Science Tool link
United States Indo-Pacific Command Commander Samuel Paparo stated that the U.S. government is currently operating a Bitcoin node to test its applications in cybersecurity, without engaging in Bitcoin mining. The relevant work remains in the experimental stage, treating Bitcoin primarily as a cryptographic and blockchain tool for network monitoring and system security enhancement. He also mentioned that stablecoin legislation under the GENIUS Act helps uphold the status of the US dollar within the global system.
2. Crypto-Related Political Groups Reserve Nearly $180 Million for U.S. Midterm Elections link
Political groups associated with the cryptocurrency industry have accumulated nearly 180 million US dollars in funding reserves ahead of this year’s US midterm elections, exceeding the capital scale of some major Republican super political action committees. Reports show most of the funds were carried over from last year, and the vast majority are held by Fairshake. Its key donors include Coinbase, Ripple Labs and Andreessen Horowitz.
3. Over 100 Crypto Firms Urge U.S. Senate to Advance the Clarity Act for a Federal Market Regulatory Framework link
A coalition of over 100 crypto companies and industry organizations including Coinbase, Ripple, Circle and Kraken is pressuring the U.S. Senate Banking Committee to schedule a markup of the Clarity Act, aiming to establish a federal regulatory framework for the digital asset market. In a letter to senators, the coalition pointed out that administrative actions by government agencies alone cannot deliver stable rules, and warned against the risks of regulation by enforcement. The letter outlined six core priorities, including clarifying the regulatory division of responsibilities between the SEC and CFTC, protecting developers of non-custodial tools, streamlining disclosure rules, and establishing federal standards to prevent fragmented state-level legislation.
4. Hong Kong Officials: Push for Tokenization of More Asset Classes link
At an event held on April 20, Chan Ho Lim, Deputy Secretary for Financial Services and the Treasury of Hong Kong, stated that the government is actively working with the Securities and Futures Commission to formulate regulatory regimes for digital asset trading service providers and digital asset custody service providers, with the aim of submitting the relevant bill to the Legislative Council in 2026. The Hong Kong government will institutionalize the issuance of tokenized bonds and promote the tokenization of more asset classes. The Securities and Futures Commission is currently studying secondary market trading rules with the industry, targeting the release of policy details in the first half of 2026.
5. Strategy Acquires 34,164 BTC for Approximately $2.54 Billion link
Strategy announced the purchase of 34,164 BTC for approximately 2.54 billion US dollars at an average price of around 74,395 US dollars. Bitcoin has posted a yield of 9.5% since the start of 2026. As of April 19, the company held a total of 815,061 BTC with an overall cost of about 61.56 billion US dollars and an average cost of roughly 75,527 US dollars.
Michael Saylor stated that Strategy achieved a Bitcoin yield of about 6.2% in the first three weeks of April, recording incremental gains of 47,079 BTC valued at approximately 3.6 billion US dollars at current prices. He regards BTC Gain as a net profit metric under the Bitcoin standard.
6. BitMine Adds 101,627 ETH to Holdings, Reaching a Total of 4,976,485 ETH link
BitMine increased its holdings by 101,627 ETH, bringing its total position to 4,976,485 ETH, accounting for approximately 4.12% of the total supply. Its total assets stand at about 12.9 billion US dollars, including 1.12 billion US dollars in cash, 199 BTC, 200 million US dollars in equity of Beast Industries and 107 million US dollars in investment in Eightco Holdings. Around 3.33 million ETH have been staked, worth roughly 7.7 billion US dollars, with an annualized income of about 221 million US dollars.
7. KelpDAO Stolen Funds Enter Laundering Phase; DeFi Industry Launches Collective Rescue link
LayerZero disclosed in an official post that KelpDAO suffered an attack on April 18, 2026, resulting in losses of approximately 290 million US dollars. The incident is preliminarily suspected to be perpetrated by the Lazarus Group, also known as TraderTraitor, from the DPRK. The attackers poisoned downstream RPC endpoints used by DVN and launched coordinated DDoS attacks to trigger failover, misleading DVN into confirming no abnormal transactions. No protocol or private key vulnerabilities were exploited. The root cause lay in KelpDAO’s single 1/1 DVN configuration that created a single point of failure, with impacts limited exclusively to rsETH.
On-chain analyst Specter stated that funds stolen from the KelpDAO cross-chain bridge attack have entered the stage of fragmentation and cross-chain laundering. The attacker dispersed assets across multiple addresses, and one address initiated money laundering operations immediately after receiving the funds. Roughly 99 percent of the stolen funds were transferred to the Bitcoin network via THORChain, pushing the protocol’s daily trading volume to about 211 million US dollars, nearly ten times its 30-day average. Currently, around 442 BTC worth approximately 33 million US dollars are distributed across various addresses. More than 400 addresses have been used for fund transfers, and part of the illicit funds have been mixed with capital from previous DPRK-linked cyber attacks.
According to Ember Monitoring, the KelpDAO hacker converted almost all of their 75,700 ETH, valued at around 175 million US dollars, into BTC through cross-chain swaps within one and a half days. THORChain was the primary protocol utilized for these cross-chain conversions. Driven by the massive transaction volume, the hacker’s laundering activities generated up to 800 million US dollars in trading volume and about 910,000 US dollars in platform fee revenue for THORChain.
LlamaRisk, the official risk service provider of Aave DAO, released the rsETH Incident Report to quantify the potential bad debt risks posed by the rsETH crisis to Aave and put forward two core scenarios. In the first scenario, all rsETH holders share losses proportionally with a write-down ratio of 15.12 percent, leading to 123.7 million US dollars in bad debt. In the second scenario, losses are concentrated on L2-based rsETH with a write-down ratio of 73.54 percent, resulting in 230.1 million US dollars in bad debt mainly borne by blockchains including Mantle, Arbitrum and Base. The report also pointed out that the utilization rate of multi-chain WETH reserves has reached 100 percent with idle balances below 20 US dollars, restricting liquidation liquidity and potentially exacerbating risk contagion. For risk mitigation, it recommends an immediate suspension of the WETH Umbrella module to maintain risk coverage capacity, and calls for joint efforts between the Aave DAO treasury and ecosystem participants to address potential bad debt. The ultimate impact hinges on Kelp’s loss allocation rules and asset recovery progress.
8. Aave Sees $15.1 Billion Outflows, Part of Funds Flows to Spark link
Monitored by @EmberCN, funds on Aave have continued to flow out recently, reaching 15.1 billion US dollars in three and a half days. Its total deposits have dropped from 48.5 billion US dollars before the incident to 30.7 billion US dollars currently, with approximately one-third of the capital withdrawn. Meanwhile, other major lending platforms have shown divergent capital movements. Morpho’s total deposits fell from 11.7 billion US dollars prior to the rsETH incident to 10.2 billion US dollars, representing an outflow of 1.5 billion US dollars. In contrast, the TVL of SparkLend under Spark rose from 1.9 billion US dollars to 3.2 billion US dollars, recording a capital inflow of 1.3 billion US dollars. Spark has absorbed funds withdrawn from Aave by certain crypto whales and institutions, including Justin Sun and a renowned large investor who allocated 500 million US dollars for bottom-hunting in February.
As of press time, after Aave coordinated the establishment of “DeFi United” for recovery and rescue efforts, securing 30,000 ETH in loans and 13,500 ETH in donations, market confidence has rebounded notably, and no further capital outflows have been observed on Aave in recent hours. It was also disclosed that Aave’s current total deposits stand at 28.6 billion US dollars, a decrease of 17.2 billion US dollars compared with the period before the rsETH incident. If no additional outflows occur, the cumulative capital loss of Aave caused by the rsETH incident will reach 37 percent.
9. JPMorgan States Persistent Security Vulnerabilities Weaken Institutional Appeal for DeFi link
JPMorgan stated that ongoing security vulnerabilities and stagnant total value locked (TVL) continue to weaken institutional appetite for DeFi. The report noted that the KelpDAO exploit erased approximately 20 billion US dollars in TVL within days. Attackers minted 292 million US dollars in unsecured rsETH via the cross-chain bridge and used it as collateral to drain funds from lending protocols, causing around 200 million US dollars in bad debt. JPMorgan pointed out that hacking losses this year remain on par with 2025 levels, and vulnerabilities in infrastructure and cross-chain bridges persist as major risks. Meanwhile, although DeFi’s TVL has partially recovered in dollar terms, it has remained largely flat when measured in ETH, indicating limited organic expansion. The report also added that capital has flowed out of DeFi lending into USDT following the incident, reflecting investors’ continued shift toward stablecoins during periods of market stress.
Haseeb, Managing Partner at Dragonfly, stated in a post that DeFi has weathered multiple shocks including the Terra collapse, liquidation mechanism failures in 2020, and the stETH depeg in 2022, while relevant mechanisms have gradually improved through repeated revisions. This evolution mirrors the continuous advancement of traditional finance amid successive crises. He argued that current risks do not pose a systemic threat, and protocols such as Aave possess sufficient capacity to absorb bad debt. The industry is continuously optimizing its structural design through ongoing discussions and mechanism adjustments.
10. SBF Invested $200,000 in Cursor’s Early Funding Round; Equity Would Be Worth Approximately $3 Billion if Retained link
Elon Musk’s SpaceX announced a partnership with AI programming startup Cursor. The latter granted SpaceX the right to acquire it at a price of 600 billion US dollars later this year, or pay 100 billion US dollars to advance bilateral cooperation. Cursor’s developer Anysphere completed a 400,000 US dollar Pre-Seed financing round in April 2022, jointly invested by Alameda Research and Heroic Ventures. Alameda, led by SBF, invested 200,000 US dollars in Anysphere and obtained approximately 5% equity. The FTX bankruptcy estate sold Anysphere shares held by Alameda Research’s affiliated entities for 200,000 US dollars in April 2023. Analysts estimated that the equity previously divested by FTX is now worth around 3 billion US dollars.
Sam Bankman-Fried (SBF) posted on his X account that if FTX’s legal team had not sold its core holdings, the combined value of FTX’s top six former assets would reach 114 billion US dollars as of April 22, 2026. The breakdown includes Anthropic at roughly 82.3 billion US dollars, Solana at 5.1 billion US dollars, Robinhood at 4.9 billion US dollars, Genesis Digital at 3.5 billion US dollars, SpaceX at 15 billion US dollars, and Cursor at 3 billion US dollars.
Fundraising
- Polymarket is in talks for a financing round at a valuation of approximately 15 billion US dollars. link
- Japanese stablecoin project JPYC has completed a secondary Series B financing of around 2.8 billion Japanese yen. link
- Tether co-led an 8 million US dollar strategic financing round for KAIO, a regulated tokenization platform based in Abu Dhabi. link
- Malaysian digital asset exchange Hata has secured 8 million US dollars in Series A financing led by Bybit. link
- RealGo announced the completion of over 3.5 million US dollars in strategic financing, with investors including Animoca Brands and Cogitent Ventures. link
- 3F has raised 4 million US dollars in funding and plans to launch its RWA leverage product in the second quarter of 2026. link
Learn more, check out crypto-fundraising.info.
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