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5/3
23:31
Svmuu reports that, according to on-chain analyst Ai Yi's monitoring, address 0x55e…3DF26 has deposited a total of 6,200 ETH (worth $14.54 million) to Binance over the past 24 hours, with an average deposit price of $2,346. The address still holds ETH worth $17.84 million in Spark.
23:23
Svmuu reports that, according to Iran's Fars News Agency, the 14-point proposal put forward by Iran is a response to the 9-point proposal from the United States. Contrary to the reports by Al Jazeera, the proposal does not include Iran freezing uranium enrichment activities for 15 years or opening the Strait of Hormuz. (Jinshi Data)
23:21
Svmuu Strategy founder Michael Saylor posted on X yesterday stating that the company will suspend its routine weekly Bitcoin purchase plan this week, marking the second time this year it has paused weekly accumulation.
To date, Strategy holds a total of 818,334 BTC, representing approximately 3.9% of Bitcoin's total supply. Data from Saylortracker shows that as Bitcoin staged a strong rebound today, breaking through the $80,000 mark, the total market value of BTC held by Strategy has returned to above $65 billion, currently standing at $65.74 billion. The average cost price is $75,537, with an unrealized profit of $3.926 billion.
Strategy is expected to announce its Q1 earnings on Tuesday, with the market anticipating a loss per share of $18.98, higher than the loss of $16.38 per share in the same period last year. Its ongoing coin purchases are primarily financed through stock (MSTR) and perpetual preferred stock. Among these, the high-dividend product STRC (annualized yield approximately 11.5%) has raised concerns among some analysts regarding structural risks, though others argue that this model can convert yield demands into long-term Bitcoin exposure. (The Block)
23:04
Svmuu News: Ali Nikzad, Vice Speaker of the Islamic Consultative Assembly of Iran, emphasized in an interview along the coast of the Strait of Hormuz that “the Strait of Hormuz will not return to its pre-war state, and Iran will absolutely not take a single step back from the Strait of Hormuz.” Nikzad stated that the parliament will approve a “Strait of Hormuz Management Law,” which includes: a permanent ban on Israeli vessels passing through this critical waterway; vessels from “hostile nations” must pay “war reparations” to obtain passage permits; other vessels need authorization from Iran to pass. (CCTV International News)
22:40
Svmuu reported that according to Gate data, SK Hynix's stock price rose 9.8%, reaching an intraday high of 1,412,000 won, and its market capitalization surpassed 100 trillion won for the first time.
22:38
Svmuu reported that Asian stock markets surged on Monday, driven by robust earnings from major U.S. tech companies and Trump's statement that the U.S. will begin guiding some neutral vessels stranded in the Persian Gulf through the Strait of Hormuz, with tech stocks rebounding accordingly. The MSCI Asia-Pacific Index excluding Japan rose as much as 2.7%, reaching a record high.
Tech-heavy benchmark indices in South Korea and Taiwan both soared over 3.5%. SK Hynix shares surged nearly 10%, while TSMC jumped more than 6%. Dilin Wu, a research strategist at Pepperstone Group, stated that markets like South Korea are currently performing well due to this AI-driven trading or hype. She noted that she is "cautiously optimistic about Asian markets overall," as geopolitical uncertainties and high oil prices could constrain the stock market. (Jinshi)
22:27
Svmuu reports that Ryoo Sangdai, Senior Deputy Governor of the Bank of Korea, stated that since economic growth appears unlikely to fall significantly below the central bank's earlier forecasts, and inflation may exceed previous expectations, it is time to consider raising interest rates. Ryoo is also a member of the Bank of Korea's Monetary Policy Committee. He cited the economy's greater-than-expected resilience following the outbreak of the Middle East war and rising inflationary pressures. The Bank of Korea has kept its benchmark policy rate unchanged since July last year. In February, the central bank predicted economic growth of 2% and inflation of 2.2% for this year. Although policymakers initially expected turmoil in Iran to weigh on economic growth and push up prices, recent data shows that strong semiconductor shipments have prevented the growth outlook from deteriorating as feared, while inflation risks have increased.
Regarding the South Korean won's exchange rate, Ryoo stated that from an economic fundamentals perspective, the won remains weaker than in the past, although the market does not seem to view the current level as a major problem. The won's exchange rate against the US dollar recently touched its lowest level since the global financial crisis. Addressing concerns about the economy's reliance on semiconductors, Ryoo noted that the key risk lies in whether the cycle will turn or if spillover effects will be weaker than expected, rather than the sector's rising share itself. (Jin Shi)
22:25
Svmuu News According to Nick Timiraos, known as the "Fed whisperer," who cited informed sources, Powell plans to remain as a Fed governor after stepping down as chair in May 2026. This practice is historically rare, and his decision is believed to be related to a series of recent institutional and legal uncertainties. Sources say Powell’s primary goal in staying on is to maintain monetary policy continuity during a critical phase, ensuring the Fed can operate independently within its existing framework. Insiders noted that related investigations and institutional controversies have, to some extent, strengthened his willingness to continue serving.
Analysts believe that while this move helps stabilize policy expectations, it may also have certain implications for the transition to a new chair and the internal decision-making mechanism. There remains uncertainty regarding the length of his tenure and his specific role going forward. (Jinshi)
22:21
Svmuu reports that according to Hyperbot data, as the crypto market rebounds, Machi Big Brother Huang Licheng's long positions in Bitcoin, Ethereum, and HYPE have seen unrealized gains exceed $1.64 million, with the return on investment currently at 70.91%.
22:15
Svmuu reported that informed sources have revealed Anthropic is finalizing an agreement to establish a new joint venture with Blackstone Group, Goldman Sachs, and several other Wall Street firms. The venture aims to sell artificial intelligence tools to companies backed by private equity. (Jinshi)
22:14
Morgan Stanley’s Head of Digital Asset Strategy, Amy Oldenburg, stated that Bitcoin could eventually be included on U.S. bank balance sheets. However, it still faces multiple regulatory and capital rule obstacles before that becomes a reality, including Federal Reserve policies, Basel requirements, and global regulatory coordination issues.
Oldenburg noted that as the regulatory environment gradually improves and client demand rises, Morgan Stanley is continuously expanding its digital asset business. The bank recently launched MSBT, the first Bitcoin exchange-traded product (ETP) issued by a U.S. licensed bank. Within just six days of its launch, it attracted over $100 million in inflows, all from self-directed trading clients. It has not yet been opened to advisory channels, indicating strong market demand.
She also pointed out that a significant gap currently exists between client demand and advisor allocation. Morgan Stanley recommends clients allocate 2% to 4% of their assets to Bitcoin, but advisor adoption has been slow, primarily constrained by a lack of knowledge and education. Currently, approximately 80% of ETP investments on the platform come from self-directed trading.
On the industry level, BlackRock’s spot Bitcoin ETF, IBIT, has amassed over $61 billion in assets under management since its launch in January 2024, making it one of the fastest-growing ETFs in history and further validating institutional demand.
Additionally, Morgan Stanley is applying for a digital trust charter from the Office of the Comptroller of the Currency (OCC), which could potentially enable self-custody of crypto assets and spot trading services in the future. Currently, the MSBT product uses Coinbase and BNY Mellon as dual custodians. (CoinDesk)
22:07
Svmuu reports, according to Onchain Lens monitoring, as the crypto market rebounds, whale “pension-usdt.eth” is now facing $16 million in unrealized losses on its 3x leveraged long positions in Bitcoin and Ethereum.
22:04
According to Lookonchain monitoring, a whale opened a 3x leveraged long position on 133.59 million TST tokens, worth $2.05 million, through a new wallet.
22:02
Svmuu News: Polymarket official Ale posted on X to disclose platform updates, stating:
1. We are making final preparations for the launch of the "Deposit Wallet" feature to fix the "ghost fills" issue. It is expected to be released at 12:30 UTC on May 4th (which corresponds to 20:30 Beijing time). There may be a maintenance downtime of up to approximately 30 minutes during this period.
2. The remaining liquidity rewards for the migration date (April 28th) have been distributed. Participants should be able to see them on the rewards page. Rewards will be distributed as usual at 00:00 UTC.
3. Earlier today, due to the system processing historical rewards and recalculating new rewards, rewards were not accumulated normally for about 40 minutes. The issue has now been fixed, and real-time liquidity reward accumulation has resumed normally.
4. The team has noticed an increase in "not enough balance/allowance" error reports and is working on a fix.
5. Addressing the PnL (Profit and Loss) display issues some users experience after converting or merging positions, the team is developing a patch expected to go live around Wednesday.
22:02
Svmuu reported that Coinglass data shows over the past hour, total liquidations across the network reached $106 million, with short positions accounting for $104 million and long positions $2.1 million. Additionally, BTC liquidations totaled $69.87 million, while ETH liquidations reached $24.53 million.
22:00
Svmuu News: According to OKX market data, BTC has broken through 80,000 USDT and is currently trading at 80,001.9 USDT, with a 24-hour increase of 2.27%.
22:00
1. Trump's disapproval rating rises to 62%, hitting a two-term high;
2. Sato on the ETH chain surges past $9 million market cap, up over 700% intraday;
3. Figure founder predicts blockchain will reshape Wall Street credit infrastructure;
4. a16z Crypto executive: The term "stablecoin" may gradually become obsolete;
5. Cash App, Jack Dorsey's crypto finance app, plans to launch Bitcoin reserve proof;
6. Michael Saylor: No purchases this week, will resume work next week;
7. GameStop reportedly plans to acquire eBay for $56 billion;
8. ZachXBT: PolyArb is a fake prediction market product with a wallet drainer;
9. Binance updates its fiat trading market maker program, adding the KZT market tier;
10. SpaceX's IPO may trigger a capital shuffle on Wall Street for subscriptions, potentially leading to billions of dollars in tech stocks being sold off.
21:58
According to on-chain analyst Ai Yi's monitoring, the whale with a long position of 80,000 ETH has achieved an unrealized profit of $5.89 million. Currently, the two addresses hold a combined long position worth $186 million in ETH, with an average opening price of $2,265. Since opening the position on April 30, there has not been a single reduction in the position. The trading style each time is "placing large orders + enduring large fluctuations."
21:48
SvmuuNews SpaceX is about to launch a massive initial public offering (IPO), sparking intensive interest from major Wall Street funds. According to reports, about a week ago, a private jet emblazoned with the SpaceX logo carried nearly 200 investors from major Wall Street funds to Texas to attend a multi-day roadshow briefing held by SpaceX executives. Due to overwhelming subscription demand, the plane could not even accommodate all interested investors. As the listing of this company, composed of Musk's rocket and AI businesses, draws near, Wall Street may be discussing which tech stocks to sell in order to free up capital for subscribing to SpaceX shares, which is expected to trigger a sell-off in tech stocks worth tens of billions of dollars. (The Information)
21:46
Svmuu News: According to an official announcement, Binance announced that it will update its fiat trading market maker program. Starting from 16:00 (East 8th District Time) on May 4, 2026, the KZT market tier will be added to the fiat market maker program. The percentage requirement for Maker order volume for Tier 1 is 0.5%; for Tier 2, it is 1.0%. Once qualified, the Maker fee rate for Tier 1 is -0.005%; for Tier 2, the Maker fee rate is -0.010%. The qualification review for new fiat markets will take effect from 16:00 (East 8th District Time) on May 4, 2026. Market maker accounts will be audited weekly based on a new activity review mechanism. Starting from 08:00 (East 8th District Time) on May 12, 2026, maker fee rebates will be distributed based on the market maker's trading performance in the designated spot fiat market during the previous week.

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