Planet Noon News
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SC Ventures, the venture capital arm of Standard Chartered Bank, has invested in crypto market maker GSR, valuing the company at over $1 billion.
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U.S. equities closed with broad gains among crypto-related stocks; CRCL surged over 19.89%.
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Ethena has opened claims for its fifth season airdrop.
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Compound Foundation: Trading has resumed on the Comet markets for WETH and wstETH.
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Polymarket’s Vice President of Engineering: “Ghost trades” have declined from a peak of 30% to 0.17%.
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Eugene: Bitcoin’s move above $80,000 signals a key range repair; sustained stability could attract speculative capital back into the market.
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An account with losses exceeding $2.8 million purchased a $103,000 bet on the NBA Western Conference Semifinals Game 1: Spurs vs. Timberwolves — Spurs -4.5.
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Telegram’s founder: TON transaction fees have been reduced by 6x, and Telegram will become the largest validator.
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Aave has submitted an emergency motion requesting the withdrawal of the asset freeze notice targeting ArbitrumDAO.
Non-custodial liquidity protocol Tydro suspends all lending and borrowing markets due to third-party oracle issues.
On May 5, the non-custodial liquidity protocol Tydro announced on X that it has temporarily suspended all markets out of caution, following reports of issues with a third-party oracle.
According to its official website, Tydro is a decentralized, non-custodial liquidity protocol built on Ink and powered by Aave, allowing users to supply and borrow assets.
Tydro stated that user funds remain secure. The team is actively investigating the issue and will provide updates as soon as more information becomes available.
[PANews]
Eugene: Bitcoin’s move above $80,000 signals a key range repair; if it stabilizes, it may attract speculative capital back.
Trader Eugene stated that the current crypto market lacks a clear narrative, whereas opportunities in the stock market are more apparent; however, he has already observed new trading opportunities.
He pointed out that Bitcoin’s move above $80,000 is highly significant—it marks the first time since the downward trend began in September 2025 that a range recovery signal has emerged. He believes that in the crypto market, price movements often precede fundamental changes; if Bitcoin can sustainably stabilize above $80,000, speculative capital may gradually flow back into the market.
[Odaily]
Bitcoin spot ETFs saw a total net inflow of $532 million yesterday, marking the third consecutive day of net inflows.
According to SoSoValue data, yesterday (May 4th, US Eastern Time), the total net inflow of Bitcoin spot ETFs was $532.00 million. The Bitcoin spot ETF with the largest single-day net inflow yesterday was Blackrock’s ETF IBIT, with a single-day net inflow of $335.00 million. Currently, IBIT’s total historical net inflow has reached $662.00 million.
The second largest was Fidelity’s ETF FBTC, with a single-day net inflow of $185.00 million. Currently, FBTC’s total historical net inflow has reached $11267.00 million.
As of press time, the total net asset value of Bitcoin spot ETFs is $106436.00 million, and the ETF net asset ratio (market value as a percentage of the total market value of Bitcoin) reached 6.65%, with a total historical net inflow of $59250.00 million.
[Foresight News]
Aave files an emergency motion to rescind the asset freeze notice against ArbitrumDAO
Aave LLC has filed an emergency motion to vacate the asset freeze notice issued against ArbitrumDAO on May 1, 2026. The notice pertains to approximately $71 million worth of ETH, which belongs to users affected by the April 18 attack.
Aave stated that stolen assets do not confer lawful ownership due to the act of theft, and that the relevant funds were originally intended for reimbursing impacted users; the freeze instead hinders the compensation process.
Aave has requested the court to hold an emergency hearing and temporarily lift the freeze, while affirming its continued collaboration with the Arbitrum community and DeFiUnited to advance user compensation efforts.
[Odaily]
SC Ventures makes a strategic investment in crypto market maker GSR
Standard Chartered Bank’s fintech and investment unit, SC Ventures, has made a strategic investment in crypto market maker GSR. This investment makes SC Ventures the first external strategic shareholder of GSR since its establishment in 2013.
Prior to this, GSR led the investment in Libeara, a tokenization platform launched by SC Ventures, with transaction terms undisclosed.
[Foresight News]
Multi-asset trends diverge, gold rises by 0.34%, European stock indexes generally fall
According to the latest data from Gate, the price of gold has risen to $4,539.50 per ounce, up 0.34% on the day. Silver prices have climbed to $72.815 per ounce, up 0.18% on the day.
The BVIX (BTC Volatility Index) is currently quoted at 40.87, up 0.86% on the day. The EVIX (ETH Volatility Index) is currently quoted at 57.00, up 2.89% on the day.
In foreign exchange, the USD/CNH (U.S. Dollar vs. Offshore Chinese Yuan) pair rose 0.03% on the day, trading at 6.83289. The USD/JPY (U.S. Dollar vs. Japanese Yen) pair fell 0.01% on the day, trading at 157.212.
Regarding global stock indices: the EURO STOXX 50 (EUSTX50) declined 2.28% on the day to 5,748.87 points; the UK FTSE 100 (UK100) declined 0.76% on the day to 10,280.95 points; and the German DAX 40 (GER40) was unchanged (+0.00%) on the day, closing at 23,903.31 points.
In commodities, WTI crude oil fell 0.71% on the day to $106.22 per barrel. Brent crude oil fell 0.60% on the day to $118.26 per barrel.
Gate enables users to directly trade traditional financial market products on its platform—offering one-stop access to precious metals, foreign exchange, global stock CFDs, major indices, and commodities. This facilitates deep integration between crypto assets and traditional financial assets. Gate’s TradFi-related features are fully integrated into both the Gate App and Web platform, allowing users to seamlessly participate in global asset price trading without switching platforms—unlocking more strategies and opportunities beyond the crypto market, and continuously enhancing the multi-asset allocation experience.
[Odaily]
US stock market closed with a broad rally in crypto-related stocks; CRCL surged over 19.89%.
According to msx.com data, at the close of the U.S. stock market, the Dow Jones Industrial Average fell 1.31%, the S&P 500 index fell 0.41%, and the Nasdaq fell 0.19%. Crypto-related stocks generally rose, with CRCL up over 19.89%, HODL up 27.78%, COIN up 6.14%, HOOD up 3.92%, and MSTR up 3.74%.
It is reported that msx.com is a decentralized RWA trading platform that has listed hundreds of RWA tokens, covering U.S. stock and ETF token targets such as AAPL, AMZN, GOOGL, META, MSFT, NFLX, and NVDA.
[Odaily Planet Daily]
Polymarket team members hint that the POLY token may be issued soon.
Polymarket team member Mustafa, when answering a community user’s question about “when can we reduce taker fees by staking POLY tokens, or use it for future maker fee discount mechanisms that may be launched,” said “soon.”
[Foresight News]
Tydro, an Ink ecosystem protocol, has paused all markets due to an oracle issue.
Ink ecosystem protocol Tydro tweeted that the team has suspended all markets after receiving a report of a third-party oracle issue, and user funds are safe.
[Foresight News]
Today’s Market Pulse
Today’s market is defined by traditional finance’s accelerating integration into crypto, evidenced by SC Ventures’ investment in GSR and continued Bitcoin ETF inflows, while Bitcoin’s move above $80,000 signals a potential range repair that could attract speculative capital back into the market.
Key Themes
Traditional Finance Crypto Integration
Major financial institutions are increasingly embracing crypto infrastructure, with SC Ventures investing in market maker GSR at a $1+ billion valuation and Bitcoin spot ETFs recording $532 million in net inflows for the third consecutive day. This institutional adoption is complemented by the performance of crypto-related stocks, with CRCL surging over 19.89% and HODL climbing 27.78%. The convergence is further evidenced by platforms like Gate facilitating multi-asset trading that bridges traditional markets with crypto, creating unprecedented liquidity and accessibility.
Market Sentiment Shift
Bitcoin’s breakthrough above $80,000 marks a significant technical development, representing the first range recovery signal since the downward trend began in September 2025. If sustained, this price action could reignite speculative interest in the market, which currently lacks a clear narrative. The elevated BVIX (40.87) and EVIX (57.00) indicate continued volatility but also potential opportunity as market participants position for a potential trend reversal.
Protocol Developments and Risk Management
The DeFi landscape continues to evolve with mixed signals: Aave is actively working to resolve the ArbitrumDAO asset freeze situation that impedes user compensation, while Tydro has temporarily suspended all markets due to third-party oracle issues, underscoring the critical importance of robust oracle infrastructure. On a positive note, Polymarket has significantly reduced “ghost trades” from 30% to 0.17%, improving market integrity, and the platform hints at an upcoming POLY token issuance, which could enhance utility and governance.
Cross-Asset Market Divergence
While crypto shows signs of recovery, traditional markets are diverging, with European stock indexes generally falling (EU STOXX 50 down 2.28%) and precious metals rising (gold up 0.34% to $4,539.50). This divergence creates both opportunities for multi-asset strategies and challenges for portfolio construction, particularly as crypto continues to establish its correlation with traditional asset classes.
RichSilo Verdict
Smart money should monitor Bitcoin’s ability to sustainably hold above $80,000, as this psychological level could trigger significant speculative inflows. Key catalysts include continued institutional adoption through ETFs, resolution of regulatory uncertainties like the ArbitrumDAO situation, and improvements in DeFi infrastructure reliability. However, the Tydro oracle incident serves as a reminder that protocol vulnerabilities remain a significant risk factor, particularly for protocols reliant on third-party data providers. The convergence of traditional finance with crypto markets presents both opportunity and complexity for sophisticated investors navigating this evolving landscape.
