Gold: As I said yesterday morning, as long as 4500 isn’t broken, it should still return to 4620. This morning, it followed through as planned and made 100 points. By now it’s already Wednesday. On Wednesday, I’ll continue to look for the upward move to extend. It’s currently at 4645. A mild pullback can still play out in the 4630 to 4610 range. Watch for around 4720.#比特币站稳8万关口

#LayerZeroCEOAdmitsProtocolFlaws The Kelp DAO exploit (April 18, 2026) is one of the largest DeFi hacks of the year, where attackers linked to North Korea’s Lazarus Group drained around $290M in ETH by exploiting LayerZero V2 bridge infrastructure. Core Incident The attack targeted a major weakness in the 1-of-1 verifier setup, meaning a single validation point secured billions in TVL. Once compromised, attackers minted fake assets and drained real liquidity. This incident contributed to $651M total crypto losses in April 2026 across 29 hacks, making it the worst month for DeFi security on record. Market Impact Frozen and disputed funds include around $71M–$92M ETH (Arbitrum DAO seizure), while total stolen ETH flows exceeded $175M+. ETH volatility increased significantly, trading broadly in the $2,300–$2,600 range during the event. LayerZero Response CEO Bryan Pellegrino admitted: The 1-of-1 security model was a critical failure Communication issues with Kelp DAO worsened the damage Full security overhaul is now underway Future design shifts toward 3–5 verifier systems to reduce single-point risk. Controversy LayerZero initially blamed Kelp DAO misconfiguration, triggering backlash. Critics argued the default setup itself was unsafe, raising debate: User error vs protocol design failure Whether single-verifier bridges can ever be truly secure Legal & Recovery Arbitrum froze around $71M ETH for recovery Competing legal claims attempted to seize funds Dispute continues over rightful ownership and victim priority Token Impact ZRO price: ~$1.42 Down ~67% from 2024 highs Market cap: ~$360M STG down 95% from peak ($2.5B ecosystem collapse zone) Upcoming 25.7M ZRO unlock (May 20, 2026) adds pressure Broader Impact Over 76% of 2026 crypto thefts linked to North Korea activity Cross-chain bridges remain the weakest DeFi infrastructure layer ETH remains sensitive in $2,300–$2,600 range during risk events Key Insight This hack exposed a structural flaw in DeFi: bridge security remains a single-point risk system capable of multi-hundred-million-dollar failures. Despite upgrades and promises, trust in cross-chain infrastructure remains under pressure.