AIDA News

**April became one of the worst months for DeFi security. ** Over $625M stolen across 20+ attacks, with nearly all losses concentrated in just two exploits. These weren’t smart contract bugs, but human-layer attacks: Drift lost $285M after months of social engineering, and KelpDAO lost $293M through manipulated collateral. The impact spread far beyond the hacks themselves. Stolen assets were used inside DeFi, triggering bad debt, liquidity stress, and over $13B in withdrawals as trust collapsed

**Prediction markets are moving closer to Wall Street standards.** Polymarket partnered with Chainalysis to monitor trading activity and detect potential insider behavior in real time. The goal is clear: reduce manipulation and increase market integrity. Using onchain analytics, suspicious patterns can now be flagged, investigated, and - if needed - shared with regulators. This brings prediction markets closer to how traditional financial markets handle insider trading. This is a structural

**Strategy may sell Bitcoin to cover dividend obligations.** Michael Saylor said the company could sell part of its BTC holdings to fund dividends, after Strategy reported a $12.54B net loss and disclosed around 18 months of dividend coverage against ~$1.5B in annual obligations. The company currently holds 818,334 BTC at an average cost of $75,537 per coin. This is a major signal because Strategy has long been seen as the ultimate corporate Bitcoin accumulator. If even the largest public BTC

**Bitmine may slow down its ETH accumulation.** Tom Lee said the company is getting close to its goal of holding 5% of Ethereum’s total supply. Bitmine already holds over 5.1M ETH, around 4.29% of supply, and at its current pace of buying 100,000 ETH per week, it could reach the target in about six weeks. But instead of continuing aggressive accumulation, Bitmine may shift focus toward staking, cash generation, and share buybacks. Around 85% of its ETH is already staked, producing more than $3

**Bitcoin and Nasdaq are rallying, but consumers are getting more pessimistic.** BTC gained 11.8% last month and moved toward $80K+, while Nasdaq is up 22% since April 1, reaching new highs. At the same time, U.S. consumer sentiment fell to a record-low 48.2, driven by inflation fears, gas prices, tariffs, and pressure on household budgets. This shows a growing split between Wall Street and Main Street. Markets are pricing future growth from AI, tech earnings, ETF inflows, and institutional de