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5/16
21:30
1. Arthur Hayes: Hopes the Clarity Act is rejected; cryptocurrencies can survive without regulation;
2. Polish Sejm passes amended cryptocurrency bill, bringing the market under the MiCA framework;
3. VanEck and Grayscale submit BNB ETF amendments on the same day;
4. Harvard University liquidates its Ethereum ETF holdings, while Abu Dhabi's sovereign wealth fund increases its position in IBIT;
5. Circle CEO: Willing to invest in teams exploring "letting AI Agents sign legal contracts" on Arc;
6. The Information: BlackRock considers investing billions of dollars in SpaceX's IPO;
7. An Ethereum OG buys ETH during the market downturn, having previously made an 803x profit on ETH investments;
8. Upbit operator Dunamu sees Q1 operating profit drop 78% year-on-year;
9. Data: Morgan Stanley's total Bitcoin ETF holdings increase to 3,389 BTC;
10. A whale suspected to be associated with BIT increases its long ETH position, now worth $248.65 million, with an unrealized loss of $10.3 million;
11. U.S. President Trump: The Save America Act must pass now;
12. Grayscale: U.S. inflation is accelerating; the market expects the Fed will not cut rates before September 2027.
20:58
Svmuu News, OKX market数据显示, BTC has fallen below 78,000 USDT, currently trading at 77,983.8 USDT, a 24H decrease of 1.41%.
20:58
Svmuu reports, according to monitoring by EmberCN, Hyperliquid's largest long position holder holds 114,000 ETH in long positions, valued at $259 million. This long position has shifted from an unrealized profit of $13 million to a current unrealized loss of $10 million. The trader opened a long position of 99,000 ETH at a price of $2,270 at the end of April, subsequently adding two smaller positions, bringing the total ETH long position to 114,000 ETH, with an average cost of approximately $2,268. Ten days ago, when ETH was priced at $2,400, the position showed a $13 million unrealized profit. Currently, with ETH priced at $2,180, the position shows a $10 million unrealized loss.
20:57
Svmuu reports that the Solana validator client Firedancer, developed by Jump Crypto, is now officially running on the Solana mainnet and has started producing blocks.
Firedancer Lead Engineer Ritchie Patel stated that over the past few months, the client has processed tens of millions of transactions. However, the team is currently adopting a gradual deployment strategy and has no plans for a large-scale public rollout. Patel noted that until all security audits are complete, upgrading more than half of the network's validators simultaneously would pose significant risks.
Firedancer is an independent validator client developed by Jump Crypto for Solana, aimed at enhancing network performance and reducing the risks associated with reliance on a single client. Patel indicated that the project's architecture draws from traditional high-frequency trading systems, with the goal of bringing blockchain performance closer to that of conventional financial market infrastructure.
Additionally, the team has recently concluded a public security audit competition with a total prize pool of $1 million. According to Patel, with Firedancer's gradual deployment, the Solana network's stability during high-concurrency scenarios such as meme coin and NFT trading has already seen a notable improvement. (CoinDesk)
20:45
Svmuu reported that Circle co-founder and CEO Jeremy Allaire reposted an article on X about "how to build an AI agent that can sign legal contracts."
Allaire commented that he would love to back a team building such a business on Arc using the Circle Agent Stack.
20:36
Svmuureports, according to GMGN data, the market cap of Meme coin ALT on the HyperEVM chain has surpassed $7 million, currently reported at approximately $6 million, with a 24-hour increase of over 440%.
Svmuu reminds users that Meme coin prices are highly volatile, and investors should be aware of the risks.
20:30
Svmuu reported that several sovereign wealth funds, universities, and traditional financial institutions have recently disclosed their 13F holdings for the first quarter of 2026.
Among them, Mubadala, the Abu Dhabi sovereign wealth fund, increased its holdings in the BlackRock iShares Bitcoin Trust ETF (IBIT) from 12.7023 million shares to 14.7219 million shares. The newly added holdings are valued at over $90 million, bringing the total value of its position to nearly $660 million. Meanwhile, its subsidiary, the Abu Dhabi Investment Council (ADIC), maintained its IBIT position unchanged at 8.2187 million shares, worth approximately $315.8 million.
Regarding university funds, Harvard University's endowment fund held 3.0446 million shares of IBIT, valued at around $117 million, a reduction of about 43% compared to the end of 2025. Additionally, Harvard completely liquidated its position in the BlackRock Ethereum spot ETF, which was established last quarter and valued at approximately $86.8 million.
Furthermore, Dartmouth College maintained its IBIT holdings unchanged and disclosed for the first time holding approximately 304,800 shares of the Bitwise Solana Staking ETF, valued at around $3.67 million, making it one of the first university endowment funds to publicly allocate to a Solana-related ETF.
On the traditional financial institution side, institutions such as the Royal Bank of Canada (RBC) and Barclays continued to increase or adjust their IBIT-related spot and options positions, while Hong Kong-based Laurore reduced its IBIT holdings from 8.7863 million shares to 6.8463 million shares. (The Block)
20:27
Svmuu reported that VanEck filed the fifth amendment to its BNB ETF registration statement with the U.S. Securities and Exchange Commission (SEC) on May 15. Grayscale also submitted the second amendment to the Grayscale BNB ETF prospectus on the same day.
Bloomberg ETF analyst James Seyffart stated that the simultaneous submission of amended documents by both institutions indicates they are responding to SEC feedback and may be planning to advance product launches in the near term.
James Seyffart also noted that BNB could become the next crypto asset to pass SEC review and potentially be listed in the United States. (The Block)
20:24
Svmuu reported that Arthur Hayes stated he hopes President Trump will veto the Clarity Act if it reaches his desk, arguing that cryptocurrency can survive without regulation and that it's all about the macroeconomy.
20:21
Svmuu reports that Polish lawmakers on Friday approved a government-backed bill to bring the country’s cryptocurrency market under the European Union’s MiCA framework for crypto asset regulation, following two previous vetoes of earlier versions of the bill by President Karol Nawrocki. According to official parliamentary records, the vote took place during the 57th session of the Sejm in Warsaw on Friday, with 241 lawmakers voting in favor and 200 against the legislation. The approved Bill No. 2529, backed by the Ministry of Finance, grants the Polish Financial Supervision Authority (KNF) the power to oversee market participants, impose administrative penalties, and temporarily freeze accounts and transactions.
20:19
Svmuu: A wallet linked to WLFI (0x77a5) sold 4,870 ETH at an average price of $2,178 8 hours ago, receiving 10.61 million USDC.
12:05
Svmuu reported that, according to The Information, BlackRock's subscription order for this SpaceX issuance could be as high as $75 billion. (Jin10)
12:04
Svmuu reported that according to The Information, BlackRock is considering investing billions of dollars in SpaceX's IPO. (Jinshi)
10:45
According to Lookonchain monitoring, a whale suspected to be associated with BIT increased its long position in ETH during the market downturn. The whale has previously realized a profit of $59 million and currently holds 114,160 ETH in long positions across 4 wallets, with a position value of $248.65 million and an unrealized loss of $10.3 million.
10:17
Svmuu报道 According to monitoring by on-chain analyst Ember, the suspected investment fund Gammafund address gammafund.eth (0xaB7...b698) transferred 5,480 ETH (worth $11.93 million) to Binance 15 minutes ago. Over the past two days, this address has cumulatively transferred 11,035 ETH (worth $24.46 million) to Binance, essentially selling all of the 11,215 ETH purchased at a price of $1,999 in March, realizing a profit of $2.4 million.
10:00
According to Lookonchain monitoring, an Ethereum OG bought ETH during the market downturn. The address received 11,005 ETH from ShapeShift 10 years ago, at a unit price of $3.46. Over a year ago, the address sold the aforementioned ETH at a price of $2,777, receiving 30.56 million USDC, realizing a profit of $30.5 million, representing a return rate of 803x.
09:47
Svmuu reported that Donald Trump, President of the United States: The Save America Act must be passed now, and the housing bill and the Foreign Intelligence Surveillance Act should be used to push it through. (Jin Shi)
09:02
Svmuu reports that according to Lookonchain monitoring, Machi Big Brother (@machibigbrother) is facing liquidation again after more than two weeks without any liquidation events. His account balance has dropped to $85,000, with total losses reaching $31.99 million. His current holdings amount to 1,275 ETH ($2.77 million), with a liquidation price of $2,152.96.
08:45
According to Arkham monitoring data, Morgan Stanley's spot Bitcoin exchange-traded fund, MSBT, has increased its holdings by an additional 74.536 BTC, valued at $5.93 million. As of now, its total Bitcoin holdings have reached 3,389 BTC, worth $273 million.
08:08
Svmuu reports that Upbit operator Dunamu disclosed its consolidated revenue for the first quarter of 2026 was approximately $157 million, down 55% year-on-year; operating profit was approximately $59 million, down 78% year-on-year; net profit was approximately $46.6 million, down 78% year-on-year. Dunamu stated that the performance decline was primarily due to the global economic slowdown and a decrease in trading volume in the digital asset market. (Asia Economy)

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