Aave 토큰, Kelp DAO 해킹 이후 반등 시도 – 시장 동향

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1409 ET - Aave, the token used for governance of the Aave DeFi platform, is showing a rebound after the weekend's hack of Kelp DAO, which sent shockwaves as fear rippled through DeFi lenders. The hack of Kelp DAO's LayerZero bridge resulted in the draining of thousands of rsETH tokens worth over $200 million, according to data from Etherscan. Drained tokens were then used as collateral for loans on DeFi platforms like Aave, sparking an exodus of billions of dollars from DeFi as a whole, according to Etherscan. From Saturday until today, Aave remains down 19%, but the token has gained roughly 5-6% in the past 24 hours, says CoinMarketCap. The token is trading $91.72 currently. (kirk.maltais@wsj.com)

1403 ET - Bonds sell off, bumping yields higher, as Kevin Warsh makes the case for Fed reform while a new round of U.S.-Iran peace talks remains uncertain. In a two-hour Senate hearing, the Fed chair nominee avoids discussing Trump's economic policies and pledges commitment to central bank independence. He proposed less Fed communication with the press and a smaller balance sheet. Tehran is yet to decide on sending negotiators to Pakistan to meet with U.S. officials. The 10-year is at 4.296%, up from 4.268% this morning. The WSJ Dollar Index rises 0.2% and Brent crude is up 3%. (paulo.trevisani@wsj.com; @ptrevisani)

1322 ET - Microsoft says that starting today it's dropping the price of Game Pass Ultimate to $22.99 from $29.99 a month, while the PC Game Pass falls to $13.99 from $16.49 monthly. Microsoft also says that beginning this year, future Call of Duty titles won't join Game Pass Ultimate or PC Game Pass at launch. "New Call of Duty  games will be added to Game Pass Ultimate and PC Game Pass during the following holiday season (about a year later), while  existing Call of Duty titles already in the library will continue to be available," Microsoft says. "Our players cover a wide breadth of geographies, preferences, and tastes, so while there isn't  a single model  that's  best for everyone, this change responds to a lot of feedback  we've  gotten so far. " (elias.schisgall@wsj.com)

1245 ET - Steel Dynamics CEO Mark Millett isn't showing any interest in upping his offer further for BlueScope Steel's mill in northwest Ohio. The Australian steelmaker rejected an $11 billion joint offer in February from Steel Dynamics and conglomerate SGH for all of BlueScope plants as being too low. Millett, who has tried for years to buy BlueScope's North Star plant, told analysts on a conference call, "There has been no constructive engagement by the company since" the offer was turned down. "We presented what we consider a best and final joint offer. It was absolutely full and fair." (robert.tita@wsj.com)

1215 ET - Mondelez International should eventually get a boost from declining cocoa costs, but not for a little while, Jefferies analysts say in a note. Cocoa trends have improved lately due to lower farmgate pricing and more favorable weather conditions in West Africa, the analysts say.That's driven 2027 futures to slide about 19% year to date and spot prices down about 10% week over week, they say. But Mondelez is largely hedged for this year, which limits the near-term benefit for its margins, the analysts say. The pace of decline raises the risk of pricing pressure from competitors, particularly private labels, which can typically adjust their prices more quickly given shorter hedge cycles, the analysts say. (kelly.cloonan@wsj.com)

1205 ET - Keurig Dr Pepper and Nestle USA announce an extended agreement renewing and expanding their strategic partnership, including the manufacturing and distribution of Starbucks K-Cup pods in the U.S. and Canada. Nestle, which is responsible for distributing Starbucks at-home products into grocery and retail channels, first teamed up with Keurig for K-Cups in 2020. The renewal of the agreement comes as Keurig prepares to split its beverage and coffee segment businesses into two separate public companies. "As our coffee business evolves, our partners' continued trust reinforces the strength of our innovation, manufacturing and commercial expertise and our ability to deliver long-term value together," Olivier Lemire, president of U.S. coffee at Keurig Dr Pepper says. (elias.schisgall@wsj.com)

1131 ET - Equifax is seeing more mortgage originators are using VantageScore more to measure prospective borrowers' creditworthiness. The new credit score, which regulators approved last year to be used on Fannie Mae and Freddie Mac mortgages, is gaining momentum among originators who have traditionally relied on Fair Isaac's FICO score. Equifax says it expects conversions to VantageScore to accelerate once the government activates the score by providing the data and infrastructure needed to make it used more widely. Equifax lowered its VantageScore pricing to incentivize conversion to the new score. (katherine.hamilton@wsj.com)

1125 ET - Zipline expanded the number of brands that make deliveries via its drones in Texas. The robotics company says customers near Rowlett, Texas, can now order food from 16 brands, including Walmart and several restaurants. Zipline launched its restaurant delivery service in August 2025. The company now delivers thousands of orders each day to customers across the Dallas-Fort Worth metro area. Flight volumes on Zipline's urban and suburban delivery platform grew 50 times year-over-year in 2025. (katherine.hamilton@wsj.com)

1100 ET - The U.S.-Iran cease-fire is bearish for the dollar, JPMorgan's Meera Chandan and Arindam Sandilya write. "We selectively re-enter USD shorts," they say, adding that bets against the greenback should be "more selective and carry-efficient vs pre-conflict." They expect inflation to remain stubborn, supporting high-yielding currencies. Among attractive bets in a post-war scenario, Chandan and Sandilya list the Australian dollar, the Norwegian Krone, the New Zealand dollar, the euro, the Hungarian forint, the Brazilian real, the Mexican peso and the Chinese yuan. WSJ Dollar Index rises 0.1%. (paulo.trevisani@wsj.com; @ptrevisani)

1049 ET - 3M says it is hiking prices to cover $125 million in higher expenses related to oil. The material maker says the cost of ethylenes-the oil-derived chemicals used to make plastic-has been going up due to the ongoing conflict in Iran, and the company aims to pass that onto its customers. CEO Bill Brown says higher oil prices could also affect consumer spending, but 3M is sticking with its earlier guidance of 4% adjusted total sales growth in 2026. Shares edge higher. (john.keilman@wsj.com)

1046 ET - The size of GE Aerospace's backlog would have prompted it to raise its guidance were it not for the war in the Middle East, says Chief Executive Larry Culp in the company's earnings call. The war has reduced flight departures in the Middle East and the company lowered its outlook for full-year departures, while maintaining its financial guidance. "We are acknowledging that if there is sustained softness in departures, that there is an effect typically in the commercial services, but with a lag," Culp says. "It's very hard for any of us to call the duration of what's happening in the Middle East at this point." (nicholas.miller@wsj.com)

1043 ET - Equifax says mortgage activity is on the decline since the Iran conflict began. Executives tell analysts on an earnings call that mortgage activity went down in the past six weeks from elevated levels in February, which the company linked to higher interest rates. Equifax expects lower levels of mortgage inquiries to continue until the Iran conflict is resolved and rates moderate. Current mortgage run rates are slightly below the levels reflected in the 2026 framework Equifax shared in February. Because of these factors, executives said they felt it was prudent to maintain full-year guidance until there is more clarity about the direction of the economy. (katherine.hamilton@wsj.com)

source: https://www.tradingview.com/news/DJN_DN20260421007811:0/