🇺🇸 BREAKING: Eric Trump returns to Consensus!

Bullish on Bitcoin in America? Meet us in Miami ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­  

SECURE YOUR PASS It's official: Eric Trump is returning to Consensus for our next gathering in Miami, May 5–7.   The Co-Founder of American Bitcoin joins a stacked lineup of the 500+ speakers actually building the future of finance: policymakers from the White House and Capitol Hill, market movers from Wall Street, and the Web3 founders putting infrastructure into action.   The U.S. is the best place in the world to be in crypto right now: $158B in institutional-grade assets, the highest ownership rate globally, and more regulatory clarity than ever. The question is no longer if digital assets go mainstream here, it's who gets there first.   Consensus is where the people answering that question will be: 20,000 decision-makers, 500 speakers, three days of intel and insights — the deals practically make themselves. SECURE YOUR PASS Deeper discounts available for groups. Copyright © 2026 CoinDesk. All rights reserved. CoinDesk, Inc., 61 9th Avenue, 5th Floor, New York, NY, 10011, USA Unsubscribe Manage Preferences

⛔ Stop trading Trump's Iran headlines

Stop chasing Trump's Iran headlines. These are the three signals that actually matter for BTC — plus a $286M Drift Protocol exploit and Grayscale on why investors are sidelined. ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Thursday, April 2, 2026 Bitcoin traders keep chasing Trump's Iran noise. The real signals are elsewhere. BTC has spent five weeks whipsawing on Trump's shifting Iran rhetoric, but the fundamentals that matter are in the oil market. Ship insurance for Hormuz transits has surged from under 1% to 7.5% of vessel value, and only 21 tankers have passed through since the war began — down from 100+ daily. Until those numbers normalize, rallies on political headlines are unlikely to stick. Read the full story → Policy Coinbase wins initial OCC nod for trust charter, boosting custody push The conditional approval moves Coinbase closer to operating as a federally regulated crypto custodian. A finalized charter would let it run a non-insured national trust company focused on digital asset custody — supporting its push for steadier institutional revenue beyond trading fees. Read more → Markets Oil shock, Iran war risk keep crypto investors on sidelines: Grayscale The crypto asset manager said investors are sidelined by Middle East tensions, but resilient valuations and structural adoption trends could set up the next leg higher once the conflict stabilizes. Read more → Consensus by CoinDesk Join CoinDesk at Consensus Miami, where agentic commerce, crypto at scale, and institutional integration are redefining the future of finance. Save 20% with the code HEADLINES Get your pass → Know someone who should be reading this? Share this newsletter See all of CoinDesk's newsletters    CoinDesk, Inc., 61 9th Avenue, 5th Floor, New York,NY,10011,USA, Unsubscribe Manage Preferences   Copyright © 2026 CoinDesk, All rights reserved.

😅 $200M hack hit SOL, plus Trump kills peace rally

Drift lost $200M after a compromised admin key. SOL hits five-week lows. Trump threatened Iran "extremely hard" — erasing yesterday's rally. ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ SPONSORED BY Thursday, April 2, 2026   SOL hit five-week lows after Drift, one of Solana's largest perpetual DEXes, was drained of at least $200 million via a compromised admin key — not a smart contract flaw. The attack is a reminder that DeFi's security perimeter extends beyond code. Meanwhile, Trump's address to the nation threatened to hit Iran "extremely hard," erasing the two-day rally built on war-end hopes and sending BTC, ETH, and SOL sharply lower. U.S. initial jobless claims are due this morning. Read today's full report → Market snapshot As of 8am EST Asset Price 24h BTC $66,817 −2.69% ETH $2,051 −3.67% SOL $79.47 −5.17% XRP $1.32 −2.79% Prices approximate. Visit coindesk.com/price for live data. A message from Nexo Unlock 30 Days of Wealth Club Premier with Nexo Nexo is a premier digital wealth platform offering crypto yield up to 16%, crypto-backed credit lines, and a wide range of digital assets. It is returning to the U.S. with an enhanced platform and 30-day access to exclusive privileges for new clients. Join Nexo Nexo's products and services are not available to residents of certain jurisdictions. This content is not intended for use by persons in any country or jurisdiction where such distribution or use would be contrary to local law or regulation. Rates, product availability, features, and applicable terms may vary based on jurisdiction, eligibility, loyalty tier, and other factors, and are subject to change at any time. What matters today Security   Story 1 of 3 Drift loses $200M in Solana's biggest DeFi hack. The culprit: one admin key. The attacker compromised Drift's admin key — a single credential granting god-like control over the protocol — then used it to create a fake collateral market for a worthless token and drain at least $200 million from multiple Drift vaults, including JLP Delta Neutral, SOL Super Staking, and BTC Super Staking. This is Solana's largest DeFi exploit outside of the $326M Wormhole bridge hack. SOL fell to five-week lows. The lesson, per Chaos Labs founder Omer Goldberg: "Audit the surface area of your admin key. Not only the smart contracts." Read more → Geopolitics   Story 2 of 3 Trump threatened to hit Iran "extremely hard," killing the peace rally overnight The two-day bounce in crypto and equities built on war-end hopes was erased after Trump's national address took a hawkish turn rather than the ceasefire hint markets had priced in. BTC, ETH, and SOL all sold off, with derivatives data showing weak conviction in the prior rally — muted open interest suggested it was driven by spot demand and short covering rather than fresh positioning. The Iran war narrative remains the single biggest macro variable for crypto heading into Q2. Read more → Markets   Story 3 of 3 Bitcoin traders keep chasing Trump's Iran signals. The real indicators are elsewhere. BTC has been whipsawed by Trump's shifting Iran rhetoric for six weeks, but analysts say the headline-driven moves are masking more durable signals: oil options positioning, U.S. Treasury yields relative to the 4.5% level that historically forces Trump policy pivots, and ETF flow trends. With yesterday's ceasefire hopes dashed and war risk back in the foreground, traders who chased the Tuesday–Wednesday pop are now nursing losses. The jobs report arrives tomorrow, a Good Friday with equity markets closed, adding another layer of complexity. Read more → CoinDesk Disclosure: The information contained in this newsletter, and any information linked through the items contained herein, is not intended to provide sufficient information to form the basis for an investment decision. You should seek additional information regarding the merits and risks of investing in any cryptocurrency or digital assets. L1.co Disclosure: This material is for informational purposes only, and the content contained herein should not be considered investment advice or a solicitation, offer, or recommendation to sell or buy any asset, strategy, or product. Investing in digital assets involves a high degree of risk, including the loss of principal. Crypto Daybook Americas: A newsletter from CoinDesk Were you forwarded this newsletter? Sign up here.  Copyright © 2026 CoinDesk, All rights reserved.  CoinDesk, Inc., 61 9th Avenue, 5th Floor, New York, NY 10011, USA Unsubscribe Manage preferences