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5/9
10:02
Svmuu reported that BitcoinTreasuries.NET posted on X platform, stating according to its latest monthly report, Strategy MSTR purchased 56,000 BTC in April, which is 28 times the total amount purchased by all other publicly traded companies combined during the same period.
09:44
According to Svmuu, as the Iran war disrupts oil transportation in the Persian Gulf, global oil inventories are being consumed at a record pace, eroding the buffer stocks intended to withstand supply shocks. The rapid decline in inventories means the risk of more extreme price spikes and supply shortages is drawing closer. With the Strait of Hormuz approaching two months of near-closure, governments and industries have fewer and fewer options to cope with the impact of a supply loss exceeding 1 billion barrels. The sharp drawdown in inventories also implies that even after the conflict ends, the market will remain vulnerable to future supply disruptions for a longer period. Morgan Stanley estimates that global oil inventories averaged a drawdown of approximately 4.8 million barrels per day from March 1 to April 25, far exceeding the previous peak in quarterly inventory declines recorded in data compiled by the International Energy Agency. Crude oil accounted for nearly 60% of the drawdown, with the remainder being refined products. The key point is that the oil system also requires a minimum inventory level. Natasha Kaneva, Global Head of Commodities Research at JPMorgan, indicated that this means the system will reach a point where the safety stocks that cannot be tapped any further are hit well before inventories are truly depleted. (Jinshi)
09:39
Svmuu News: Crypto trader Eugene posted on his personal channel, stating that as Bitcoin hovers around the $80,000 mark, multiple market charts have already shown signs of a "bottoming out." He predicts that the real market movement will begin within the next week or so, potentially pushing a large number of altcoins to break out of their current consolidation ranges. From the perspective of overall trading volume and Open Interest (OI) levels, most tokens currently require only marginal buying pressure to drive prices higher, indicating that the market remains in an "under-positioned" state. He believes that the key at this point is whether BTC can effectively break through the $80,000 level and drive major tokens like ETH, SOL, and HYPE to start a new upward trend simultaneously. Eugene also expressed hope that the market will not encounter resistance to a pullback at its current position.
09:38
Svmuu reports that BlackRock is planning to launch two money market funds for investors holding cash in stablecoins. The company has filed documents to create a digital share class for the approximately $6.1 billion BlackRock Select Treasury Based Liquidity Fund (BSTBL). The fund primarily invests in cash, U.S. Treasury notes, bills, and other securities with a remaining maturity of no more than 93 days. The relevant tokenized securities will be offered on the Ethereum blockchain and will operate in parallel with existing traditional share classes. (Bloomberg)
09:17
Svmuu News: According to Iran’s Mehr News Agency on the 9th, Hassan Khomeini, the grandson of Iran’s first Supreme Leader, stated that Iran’s current Supreme Leader has full control over national affairs, with relevant decisions progressing in an orderly manner. During a meeting on the same day with managers and rescue personnel of the Iranian Red Crescent Society, Hassan Khomeini said, “The Supreme Leader has a comprehensive grasp of the overall situation, and relevant decisions are being carried out according to procedures, subsequently approved and signed by him.” He also called on all sectors of society to respect the decisions made by Iran’s national system and to trust in the “capability, understanding, and judgment” of frontline officials. (CCTV News)
08:42
Svmuu reported that Strategy CEO Phong Le stated on platform X that Bitcoin per Share (BPS) is the core objective of Strategy. The company uses a multivariate model daily to optimize capital, equity, debt, and credit decisions to maximize annual BTC yield (BPS growth). Year-to-date, Strategy has achieved a 9.4% BTC yield and $5 billion in BTC gains.
08:34
Svmuu reported that, according to on-chain analyst Ai Yi's monitoring, an account that shorted a basket of altcoins has realized total profits of $86.36 million. Currently, its 29 short positions face a floating loss of $4.06 million. The shorts include 28 altcoins such as ZEC, TON, NEAR, and LIT, as well as CL crude oil, with a total position value of $47.66 million, and the account is still increasing its positions.
08:07
Svmuureports that the World Uncertainty Index has climbed to its third-highest level in history, with the current value surpassing those observed during the dot-com bubble and the global financial crisis. (Cointelegraph)
Svmuu Note: The World Uncertainty Index (WUI) is a forward-looking pressure indicator that primarily reflects the sense of uncertainty among economic agents (businesses, households, investors) regarding the future economic, political, and policy environment. It helps analyze how uncertainty impacts economic growth, investment decisions, and financial markets. The global WUI has reached historical highs multiple times over the past decade, particularly under the influence of overlapping multiple crises.
08:04
Svmuureports that Bitwise CEO and Chief Investment Officer Matt Hougan stated that although Bitcoin and gold have been declared "dead" multiple times, the reality is that the fiat currency system is "dead." (Bitcoin News)
07:56
Svmuu reported that Kelp posted on platform X, stating that within the next 24 hours, the Kelp team will coordinate with Aave to execute a series of contract operations as the next step in the rsETH endorsement process. No user action is required during this period. Kelp will announce the next steps after the operations are completed, and users should only obtain information about the reopening window through Kelp's official channels.
07:39
Svmuureports that on the 9th local time, the head of the Iranian Parliament's Energy Committee stated that oil production at multiple fields across the country is ongoing continuously. The enemy's actions against Iranian oil tankers are completely illegal, and the pressure exerted on Iran's oil exports has not been notably effective. There are currently no official reports regarding an oil leak around Kharg Island. Earlier reports indicated that satellite images showed what appeared to be a massive crude oil leak in the waters near Iran's key oil export hub, Kharg Island, with pollution covering an area of tens of square kilometers. (CCTV News)
07:32
1.A whale bought 143,674 HYPE within 12 hours, valued at $6.26 million;
2.UBS increased its holdings in MSTR to 6.31 million shares, with a position value of approximately $1.12 billion;
3.Follow-up on DeepSeek and Alibaba financing talks breaking down: Alibaba did not engage in negotiations;
4.Market expects the Federal Reserve to maintain a prolonged pause on rate hikes, with the first rate cut potentially delayed until December 2027;
5.Bernstein set its price target for IREN at $100, following the company's signing of a $3.4 billion AI cloud computing agreement with Nvidia;
6.Iran's parliament will hold its first meeting via video conference since the outbreak of the war;
7.Bitdeer currently maintains zero holdings, having sold 193.8 BTC this week;
8.A new market "When will the Trump administration declassify the next batch of UFO files" has been launched on Polymarket.
07:04
Svmuu reported that UBS Group purchased 551,121 shares of Strategy for $98 million, increasing its total holdings to 6.31 million shares, valued at approximately $1.12 billion. (Bitcoin News)
06:20
Svmuu reported that Bernstein has set a target price of $100 for IREN, following the company's signing of a $3.4 billion AI cloud computing agreement with Nvidia, which also granted Nvidia an option for a $2.1 billion equity investment. (Cointelegraph)
05:30
Svmuu reported that in April, DeepSeek launched a rare massive fundraising plan, attracting major players Tencent and Alibaba. Earlier, media sources claimed that negotiations between Alibaba and DeepSeek had collapsed. In response, a market source exclusively told reporters on May 9 that Alibaba likely did not participate in any talks. (National Business Daily)
05:12
Svmuu News: Margaret Garnett, a U.S. District Judge in Manhattan, has approved Aave's asset recovery proposal, allowing the transfer of approximately $71 million in ETH previously frozen on Arbitrum and linked to North Korean-linked attacks, to a wallet controlled by Aave LLC, while preserving the legal claims of terrorism victim plaintiffs over the funds. The ruling also amended the earlier freeze notice against the Arbitrum DAO, permitting the transfer to be executed through an on-chain governance vote and exempting those who propose, vote on, or participate in the transfer from liability under the freeze order. The transfer is still subject to an official vote by Arbitrum's on-chain governance. (CoinDesk)
05:03
Svmuu reports that the market has already priced in expectations of an extended pause in rate hikes by the Federal Reserve, with no rate cuts anticipated before December 2027. (Cointelegraph)
The market expects the Federal Reserve to maintain a prolonged pause on rate hikes, with the first rate cut potentially delayed until December 2027
04:28
Svmuu reported that, amid rising memory chip costs and ByteDance's accelerated push into artificial intelligence (AI), the company has increased its planned AI infrastructure spending for this year by 25% to 200 billion RMB. (Jin Shi)
04:23
According to Lookonchain monitoring, a whale purchased 143,674 HYPE worth $6.26 million over the past 12 hours.
04:23
Svmuu reported that according to Iran's Mehr News Agency on the 9th, the Islamic Consultative Assembly of Iran will hold its first meeting via video on the 10th since the outbreak of the war. A spokesperson for the parliament's presidium stated that the parliament will focus on discussing issues such as inflation. (Xinhua News Agency)

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