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Capital Flow

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Capital FlowFinTech & Future Assets

Crypto and DeFi Security Incidents Surge in April 2026: DefiLlama Counts 29, CertiK Estimates $651 Million in Losses

According to three sources, April 2026 became a high-frequency month for crypto project hacks. DefiLlama counted 29 incidents, while CertiK estimated related losses at about $651 million. All three sources mention large incidents involving Drift and Kelp/KelpDAO, but they differ on details, loss attribution, and project naming; some information cannot be confirmed from the provided sources.

May 6, 2026
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TSO / High confidence
Capital FlowCorporate Strategy

China’s NDRC Orders Meta to End Its Roughly $2 Billion Acquisition of Manus on National Security Grounds

Three sources point to the same event: around April 27, 2026, China’s National Development and Reform Commission ordered Meta to unwind or terminate its acquisition of AI startup Manus, a deal worth about $2 billion, citing national security. The sources differ slightly in wording, with some saying “unwind” and others saying the deal was “prohibited” or “blocked.” No source provides confirmed details on next steps, parties’ responses, or the specific regulatory basis.

May 6, 2026
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TSO / High confidence
Capital FlowMacro Insights

Fed Keeps Rates Unchanged in April, In Most Divided Vote Since 1992

On April 29, 2026, the Federal Open Market Committee kept the federal funds rate unchanged at 3.5%-3.75%. All three sources confirm that the meeting produced the most divided vote since 1992: four officials dissented, with three opposing the statement’s dovish tilt and one favoring a rate cut. The provided sources contain only limited information about market reaction and the broader macroeconomic backdrop.

May 5, 2026
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TSO / High confidence
Capital FlowSector Deep-dive

U.S. House passes farm bill, sending it to the Senate as agtech watches the legislative timetable

The U.S. House has passed the Farm, Food, and National Security Act, and the bill has moved into the Senate process. Three sources consistently confirm the core development that the House passed the bill and it is now headed to the Senate; one source adds that the measure is intended to extend major USDA programs through 2031, while another highlights the Senate’s tight schedule to negotiate, pass, and send the bill to the president before the August recess. Related agtech coverage also mentions industry developments involving Halter, InSoil, and Pivot Bio, but their direct connection to this bill’s progress cannot be confirmed from the provided sources.

May 4, 2026
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TSO / High confidence
Capital FlowCorporate Strategy

Kompas VC Launches New €160 Million Fund Targeting Regional Manufacturing and Supply Chains

Based on three sources, Kompas VC has announced a new €160 million fund focused on regional industrial and manufacturing startups, with themes spanning manufacturing, supply chains, infrastructure, and decarbonization. The first two sources consistently confirm the fund’s size and overall direction; the third source provides BMW i Ventures fund information from the same period and can only serve as contextual evidence of broader industrial investment themes, not as confirmation of Kompas VC details.

May 4, 2026
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TSO / High confidence
Capital FlowMacro Insights

Japan FX Intervention Suspicions Intensify: Yen Rebounds Sharply as Market Fixates on 160 Level

Japanese authorities are widely believed by markets and media to have stepped into the foreign exchange market on April 30, buying yen to slow its decline. On May 1, finance officials further signaled they were “ready to intervene again,” triggering sharp USD/JPY volatility. The three sources collectively point to a stronger yen and official intervention warnings, but they differ on whether intervention has actually been formally confirmed; some details can only be verified as market rumors or media reports and cannot be independently confirmed from the provided sources.

May 4, 2026
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