BTC holds above $95 k — day range $94 420-95 935; futures close $95 690. 

ETF inflow +$172.8 M yesterday; April net ≈ $4.1 B. 

BlackRock adds $54 M in ETH, total stack ≈ $2.06 B.

🔥 Trends & second-line themes
Layer-2 momentum: ARB +4.2 % / OP +3.8 % on TVL growth.

HK stablecoin framework launches in May.

NFT/GameFi revival: weekly volumes +10 %

Fed risk (1 May): 67 % odds of rate hold, tone key for volatility. 

RWA tokenisation: Norque debuts blockchain insurance + AI payments. 

🎯 Point-by-point analysis
BTC: breakout above $95 k targets $97.5-98 k; support $93.7 k.

ETH/BTC: institutional flow may lift pair toward 0.020 in May.

Layer-2: ARB/OP could add 8-12 % if TVL inflows persist.

Risk: rising UST yields could spark 2-3 % market pullback on hawkish Fed.