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5/11
08:56
Svmuu: White House National Economic Council Director Hassett stated that he will not comment on the Federal Reserve's interest rate policy. (Jin Shi)
08:53
Svmuu reports that Hassett, Director of the White House National Economic Council, stated that Trump will decide whether a new executive order on artificial intelligence is necessary and does not want a large new bureaucracy to oversee AI. (Jin10)
08:52
Svmuu reports According to JPMorgan's forecast, major US tech companies will invest up to $700 billion in capital expenditures by 2026, with the majority allocated to artificial intelligence infrastructure. Companies like NVIDIA rely on Asian suppliers for 90% of their hardware.
Estimates for AI capital expenditure this year and next have been rising recently, a trend that benefits derivative products related to this spending in Asia. The capital expenditure of major US tech companies on AI hardware has primarily benefited Asian tech enterprises, while having a relatively minor impact on the US GDP.
JPMorgan emphasizes that earnings growth in emerging markets is not only more attractive but also comes with more reasonable valuations. The price-to-earnings ratio for this asset class is low in absolute terms and, compared to developed markets, "is at historical lows." Additionally, investor positions remain low, and capital inflows are accelerating. (Jin Shi)
08:50
Svmuu reported that according to on-chain analyst Yu Jin's monitoring, Bitcoin treasury company Strategy (MSTR) purchased 535 BTC ($43 million) at a price of approximately $80,340 last week. They currently hold a total of 818,869 BTC ($66.398 billion) at an average cost of $75,540, with a floating profit of $4.54 billion (+7.3%).
Ethereum treasury company Bitmine (BMNR) purchased 26,659 ETH ($62.14 million) at a price of approximately $2,331 last week. They currently hold a total of 5,206,790 ETH ($12.132 billion) at an average cost of $3,539, with a floating loss of $6.297 billion (-34.1%). Additionally, 90% of their ETH (4.713 million coins) has been deposited into Ethereum staking to earn interest.
08:48
Svmuu reported that, according to Arkham monitoring, about one hour ago, BlackRock transferred 339 Bitcoin to Coinbase, valued at approximately $27.56 million.
08:43
Svmuu Seer Prophet Channel monitoring shows that the probability of Polymarket's "WTI crude oil to hit $105 by May 2026" has risen to 66%, up 12% in 24 hours.
The event contract rules stipulate: If the "high" price of any 1-minute candlestick for the active month of WTI crude oil futures during May 2026 equals or exceeds the listed price, the market resolves to "Yes"; otherwise, it resolves to "No." Prices will follow those published by Pyth, without rounding. Previously, the rules for the WTI crude oil March price prediction event contract were: If the official settlement price of the current active month (front month) of Chicago Mercantile Exchange crude oil futures contracts on any trading day equals or exceeds the listed price as of the last trading day of March 2026, the market resolves to "Yes"; otherwise, it resolves to "No."
It is reported that Saudi Aramco is making all-out efforts to boost export volumes from the country's western refineries. Saudi Aramco CEO Amin Nasser has stated that the company's maximum crude oil production capacity of 12 million barrels per day remains intact and ready for use at any time.
Svmuu Seer Prophet Channel continues to monitor the prediction market, observing changes before pricing occurs.
08:40
Svmuu reported that the Bank of New York Mellon (BNY) has announced the launch of a compliant institutional-grade digital asset custody service in the Abu Dhabi Global Market (ADGM), aiming to position Abu Dhabi as a global digital finance hub. The service is designed to provide institutional clients with highly secure and scalable digital asset custody solutions. Initially, the service will support the custody of Bitcoin and Ethereum, with subsequent phases expanding to stablecoins, tokenized real-world assets (RWAs), and more regulated digital financial products. The project remains subject to final agreement confirmation and relevant regulatory approvals. (Crowdfundinsider)
08:37
Svmuu News, according to Gate data, U.S. and Brent crude both fell about $1 in the short term, with WTI crude briefly dropping below $97 per barrel and Brent crude hitting a low of $101.03 per barrel.
08:34
Svmuureports that Ethereum treasury company Bitmine Immersion Technologies has disclosed its current crypto asset holdings, including 5,206,790 ETH, 201 BTC, an equity stake in Eightco Holdings valued at $88 million, and shares in Beast Industries worth $200 million. Additionally, the total amount of ETH staked by the company is 4,712,917 (totaling $11.1 billion based on an ETH price of $2,336 each). (PRNewswire)
08:31
Svmuu reports that C1 Fund, a closed-end fund listed on the New York Stock Exchange, has released its Q4 and full-year financial reports for 2025. Its digital asset private investment strategy continues to expand, with portfolio optimization and liquidity events advancing simultaneously.
As of the end of 2025, CFND's digital asset infrastructure investment portfolio includes industry-leading companies such as Alchemy, Blockchain.com, Chainalysis, Consensys, Figment, Kraken, and Ripple, covering core sectors including blockchain development, compliance analytics, trading platforms, and cross-border payments. In 2025, the fund made new investments exceeding $10.47 million in projects like BitGo, Fireblocks, and Polymarket (Blockratize Inc.), and completed additional allocations to holdings such as Ripple, further strengthening its deployment depth in the digital asset infrastructure space. (Businesswire)
08:28
Svmuu News: According to a report by Jin10, sources familiar with the matter revealed that Masayoshi Son, CEO of SoftBank, has held talks with French President Emmanuel Macron regarding an ambitious AI data center project in France, with details of the plan expected to be announced in the coming weeks. SoftBank The company is considering making a multi-billion-dollar investment in France. Sources say Son proposed the idea of investing up to $100 billion in France, but the actual investment could be significantly lower if he prioritizes resources for other projects.Reportedly, the concept for this AI project was initially proposed by Macron during a recent meeting with Son in Tokyo, and the results could be announced as early as this month.Sources indicate that while Son has frequently received similar investment proposals from corporate executives in the past, the fact that this one came directly from a head of state has piqued his interest, and he has begun seriously evaluating the project.
08:26
Svmuu reported, according to Gate data, spot gold briefly rose by approximately $25, currently trading at $4,689.56 per ounce. New York silver futures surged over 3.00% intraday, now at $83.30 per ounce. Spot silver climbed above $82 per ounce, up over 2% intraday.
08:25
According to Onchain Lens monitoring, Tether minted 6 billion USDT on the Ethereum and Tron networks over the past three weeks, while simultaneously burning 2 billion USDT on the Ethereum chain.
08:23
Svmuureports that Tether Treasury has just minted 1,000,000,000 USDT on the Tron blockchain, equivalent to approximately $999.6 million. (Whale Alert)
08:17
Svmuureports, Ronin, the gaming-focused blockchain behind Axie Infinity, will migrate from an independent sidechain to an Ethereum Layer 2 network (L2) via a hard fork on May 12. The upgrade adopts the OP Stack architecture and is expected to trigger approximately 10 hours of network downtime, during which transfers, swaps, contract interactions, and on-chain gaming activities will all be paused.
This upgrade simultaneously introduces the Proof of Distribution mechanism, which automatically rewards ecosystem builders based on their actual network contributions. In terms of tokenomics, RON's inflation rate will be drastically reduced from over 20% to below 1%; the 90 million RON originally allocated for staking rewards will be transferred to the treasury fund; and the market fee will be increased from 0.5% to 1.25% to enhance network security, scalability, and long-term economic stability. (CoinDesk)
08:16
Svmuu reports that Nasdaq-listed SharpLink (SBET) has announced its first-quarter financial results for the period ending March 31, 2026, revealing the continued expansion of its Ethereum (ETH) treasury strategy and a transition from basic staking towards a broader on-chain yield management phase.
The financial report shows that Q1 2026 revenue surged year-over-year to $12.1 million, primarily driven by an active ETH management strategy. During the same period, SG&A expenses rose to $9.9 million, allocated to expanding institutional-grade ETH asset management infrastructure. Impacted by accounting standards, the company recorded a net loss of $686 million for the quarter, mainly composed of a $507 million unrealized loss on ETH and a $192 million impairment on LsETH. SharpLink emphasized that these are non-cash accounting losses and do not represent realized economic losses or a decrease in ETH holdings.
As of the end of March, SharpLink held approximately 870,800 ETH, which had increased to 873,000 by May, with its GAAP-valued crypto assets totaling around $1.7 billion. Since initiating its ETH treasury strategy in June 2025, the ETH Concentration metric (ETH per share) has risen from 2.0 to 4.02, with cumulative staking and on-chain yields generating approximately 18,800 ETH.
SharpLink CEO Joseph Chalom stated that the goal is to enhance ETH capital productivity through institutional-grade on-chain strategies, achieving cross-cycle shareholder value growth. The company has largely internalized its ETH management capabilities and shifted from a single staking yield to a multi-strategy yield system encompassing DeFi, aiming to improve risk-adjusted returns.
08:12
Svmuu News, Bloomberg Senior ETF Analyst Eric Balchunas stated on the X platform that the pure memory chip exchange-traded fund DRAM (Roundhill Memory ETF, launched by Roundhill) has seen its assets under management (AUM) surpass $6.5 billion just 36 days after its launch, setting a new all-time record for ETFs and exceeding the previous record of 43 days held by BlackRock's spot Bitcoin ETF, IBIT.
Eric Balchunas noted that DRAM surged 13% in a single day last Friday while attracting approximately $1 billion in inflows, a key driver behind its rapid asset expansion. He described this performance as "stunning" and stated that regardless of future trends, it is one of the most "perfectly timed" ETF launches on record.
08:06
Svmuu reported that Galaxy, a crypto financial firm founded by billionaire Mike Novogratz, announced it will collaborate with Ethereum treasury company SharpLink to launch a $125 million DeFi fund called the "Galaxy SharpLink Onchain Yield Fund." The fund will focus on high-yield strategies such as on-chain lending and liquidity provision.
The fund is expected to go live within the coming weeks. SharpLink will contribute $100 million from its ETH reserves, while Galaxy will contribute $25 million. Galaxy will serve as the exclusive fund manager, responsible for protocol selection, position allocation, and risk management.
Joseph Chalom, CEO of SharpLink and former Head of Digital Asset Strategy at BlackRock, stated that the company's goal is to continuously enhance the productivity of its ETH assets. Currently, SharpLink holds approximately $2.1 billion in ETH reserves, all of which are staked and deployed on platforms such as Linea, Ether.fi, and Liquid Collective. Since June 2025, the firm has accumulated roughly $44.6 million in yield.
With ETH staking annual percentage yields (APY) hovering around 2.5%-3.5%, some crypto treasury companies are seeking higher-yield DeFi strategies, including on-chain lending and liquidity market making. Such strategies can often yield annualized returns exceeding 10%, but they also come with significantly increased risks. Recent DeFi security incidents have been frequent. In April, the Solana-based derivatives protocol Drift Protocol was attacked by North Korean hackers, resulting in a loss of approximately $285 million. Subsequently, a cross-chain bridge vulnerability in Kelp DAO led to the theft of around $292 million in rsETH, further highlighting the security risks behind high-yield DeFi strategies. (Forbes)
08:04
Svmuu, Tether has announced the launch of its Developer Grants Program, providing financial support to developers building products based on its open-source technology stack. There is no total cap on the funding amount, and payments are made based on specific technical deliverables. The program is now open for applications. Developers can earn USDT or Bitcoin rewards by completing designated tasks, with individual grants ranging from approximately $1,500 to $4,000, covering areas such as wallet infrastructure, browser extensions, and e-commerce payment integrations.
Additionally, Tether will focus on enhancing its open-source wallet development kit, WDK (Wallet Development Kit), allowing developers to embed non-custodial wallets directly into applications. This enables local key generation, transaction signing, and asset transfers without relying on custodial services or third-party APIs.
Tether CEO Paolo Ardoino stated that much of the current infrastructure still relies on centralized platforms and data-driven business models. Tether aims to support systems that can "run locally, directly hold value, and operate without dependency on external service providers" to enter the market.
The grants program covers four main areas: core protocol development, technical documentation and educational resources, application development based on the Tether technology stack, and research into decentralization, edge AI, P2P networks, and cryptography.
08:04
Svmuu reported that Michael Saylor posted on X, stating that Strategy purchased 535 BTC for approximately $43 million, at an average price of around $80,340; the BTC yield since the beginning of 2026 has reached 9.4%. As of May 10, 2026, Strategy holds 818,869 BTC, with a total acquisition cost of approximately $61.86 billion, at an average price of about $75,540.

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