News linked to both this project and an event.
financial infrastructure company TVL Capital announced the completion of a $5 million funding round, led by Framework Ventures, with participation from Flow Traders and other institutions. Co-founder Lars previously served as Head of Market Research at The Block. The company's products are benchmarked against traditional exchange-traded products, aiming to build compliant, composable derivatives and diversified yield structures, primarily targeting institutional investors to meet various structured investment and yield management needs.
Odaily News “1011 Insider Whale” agent Garrett Jin pointed out in his latest market commentary that, against the backdrop of the Middle East conflict, the Strait of Hormuz has been effectively “blockaded” for three months. However, the market has already become “desensitized” to this geopolitical risk, and the AI narrative is reshaping traditional risk pricing logic. As a result, AI is significantly weakening the market's sensitivity to oil prices and geopolitical shocks. Since the emergence of ceasefire signals, U.S. stocks have “decoupled” from energy shocks, with gains in chip and tech stocks offsetting the impact from the energy sector, leading the market to gradually overlook the Strait of Hormuz risk. Nevertheless, he cautioned that the AI sector faces short-term risks of overvaluation and crowded trades, and a pullback could occur at any time.In the energy market, the earlier assessment that the Strait of Hormuz risk had not been fully priced in has proven correct. Oil prices had risen due to supply shock expectations, but peaked and then declined following the release of strategic reserves and the U.S. intervention as a “supplier of last resort.” A successful exit was achieved on April 29-30. He believes the current risk-reward ratio for oil prices is no longer attractive.On the macro and equity market front, U.S. households' holdings of stocks as a percentage of financial assets have reached approximately 47%, surpassing the level seen during the internet bubble era. This means a market downturn would, in turn, constrain policy. The VIX volatility index triggered different policy shift thresholds around 30 and 50, reflecting a “risk-off driven policy” characteristic.In the gold market, the recent pullback in gold is not due to the fading of a war premium but rather changes in long-term structural demand. Since 2022, central banks globally have been purchasing gold at an average annual rate of over a thousand tons, primarily for de-dollarization and hedging against sanctions risks. He defines gold as “an ultimate exit tool outside the dollar system” rather than a mere safe-haven asset.In the crypto market, the liquidity inflection point occurred last October, with funds flowing more toward AI assets, leading to a periodic drain from the crypto market. However, he believes the market is currently in a cyclical bear phase. Rebound rallies exist, but they do not equate to the start of a new bull run. The market must wait for liquidity to restart in a new cycle. The AI era is emerging as the dominant capital narrative. Even if a bubble exists, the structural opportunities it brings represent “a rare window of opportunity for ordinary investors.” Nevertheless, market cycle discipline should not be overlooked.
Odaily Odaily News Gate Research recently released its "April 2026 Cryptocurrency Market Review" report, indicating that the overall cryptocurrency market saw a volatile upward trend in April, with total market capitalization significantly higher than in March. BTC and ETH ETF trading volumes maintained high volatility overall. The report shows continued divergence in activity across major public chain ecosystems. Solana's daily transaction volume remained in the range of approximately 90 million to 110 million transactions, maintaining its leading position.Regarding trending sectors, the report notes that Pokemon TCG RWA has become one of the fastest-growing on-chain RWA sub-sectors, entering a second explosive growth phase in April. Major trading platforms saw monthly trading volumes exceed $220 million, with weekly revenue briefly approaching $6 million, setting new historical records. Meanwhile, Aave experienced its most severe liquidity crisis ever in April, with TVL outflows reaching tens of billions of dollars within a few days and net outflows exceeding $9 billion for the entire month.In terms of fundraising and security incidents, the Web3 industry completed 51 financing rounds in April, totaling approximately $834 million, with capital further concentrating on leading financial and infrastructure tracks. Among these, Payward ranked first for the month with a $200 million financing round. On the security front, Web3 security incidents in April resulted in losses of approximately $306 million, a month-over-month increase of about 858%, primarily driven by a single cross-chain infrastructure attack on Kelp DAO worth approximately $293 million. The report suggests that against the backdrop of a recovering market, on-chain activity and capital liquidity are both increasing simultaneously. However, the security risks associated with cross-chain infrastructure and high-leverage protocols remain worthy of continued attention.
On April 17, South Africa’s National Treasury released the Draft Capital Flow Management Regulations (2026) for public consultation. The draft proposes incorporating crypto assets into the foreign exchange control framework to address associated risks and strengthen oversight of emerging financial instruments. It also aims to align the foreign exchange control framework with recommendations from the OECD and the FATF on combating money laundering, terrorist financing, and illicit financial flows, further clarifying exemptions, licensing requirements, and conditions of application, while imposing administrative penalties for violations.