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5/18
06:57
Svmuu reported that former OpenAI researcher Leopold Aschenbrenner has updated the stock holdings of his "Situational Awareness Fund" as of the end of the first quarter of 2026.
The disclosure shows that his major positions are concentrated in AI power, data centers, computing infrastructure, and Bitcoin mining companies. Among them, the Bloom Energy position amounts to $878.7 million, Sandisk to $724.4 million, and CoreWeave to $556.1 million.
Additionally, he holds significant positions in mining companies and AI infrastructure firms such as Iren Limited, Core Scientific, Applied Digital, Riot Platforms, Cleanspark, Bitdeer, and Bitfarms and holds stocks semiconductor-related stocks including AMD, Intel, TSMC, ASML, and Micron.
06:36
Svmuu reported that according to Onchain Lens monitoring, a wallet associated with Anchorage has purchased 397,000 HYPE from Bybit and OKX, worth approximately $18 million.
Over the past month, this address has accumulated a total of 2.13 million HYPE, valued at about $91.99 million.
06:33
Svmuu reported that, according to BitcoinTreasuries.NET, asset management giant BlackRock has increased its holdings of Strategy (MSTR) stock by 3.14 million shares, with the newly added position valued at approximately $535.6 million.
Currently, BlackRock holds a total of 17.75 million shares of Strategy, valued at approximately $3.02 billion, representing a 21.5% increase in its position size compared to before.
06:25
Svmuu: Iran's Islamic Revolutionary Guard Corps stated that it has carried out operations in Qazvin and Kerman provinces, identifying and arresting individuals linked to the US and Israel. The Corps said these individuals "attempted to create insecurity or disrupt the national economic system." (CCTV News)
06:19
Svmuu: Iranian sources say the new proposal focuses on ending the war and building trust through US measures. (Jin10)
06:18
According to foreign media reports on the 18th, Iran has established a new body named the "Persian Gulf Strait Authority (PGSA)" to manage the Strait of Hormuz. On social media, an account under the name "Persian Gulf Strait Authority" went live the same day. The account posted a message claiming to be an official account, which will provide real-time updates on the latest developments in the Strait of Hormuz. The Navy of Iran’s Islamic Revolutionary Guard Corps (IRGC) retweeted this post. Iran has not yet made an official statement on the matter. (Xinhua News Agency)
06:16
Svmuu reported that, according to CNN, a document shows that Iran has established a new set of rules for vessels wishing to pass through the Strait of Hormuz, moving forward with its efforts to institutionalize control over the waterway despite US warnings. The document, titled "Vessel Information Declaration," was issued by Iran's newly established "Persian Gulf Strait Authority" (PGSA) and must be filled out by all transit vessels to ensure safe passage. The PGSA document contains over 40 questions, requiring vessels to declare their name, identification number, former name, country of origin, and destination. The document also requires the declaration of the registered owner, operator, and crew nationality, along with cargo details. The aforementioned information must be submitted via email before transiting the strait. A PGSA email stated, "Complete and accurate information is crucial for processing vessel transit applications," and "the applicant will bear all consequences arising from any erroneous or incomplete information provided." It is currently unclear whether any shipping companies have applied for transit permits from the PGSA. Analysts noted that this move could expose shipping companies to the risk of US sanctions. (Jinshi Data)
05:54
Svmuu. Bernstein stated in its latest research report that the newly reached compromise on stablecoin yields under the U.S. CLARITY Act is structurally beneficial for Circle and the USDC ecosystem.
The report notes that the current version of the bill prohibits stablecoin issuers from paying interest to passive holders that is "economically equivalent" to bank deposits, but allows reward mechanisms tied to actual transaction, payment, and usage activities to continue. Bernstein believes this means Circle's current model, which relies on partners like Coinbase to provide USDC reward programs, will gain regulatory recognition, while also limiting the industry's ability to compete for market share through high yields.
Bernstein points out that the bill effectively reinforces the positioning of stablecoins as "payment tools" rather than "deposit substitutes," helping to protect Circle's current business model that relies on reserve income. The firm maintains an "Outperform" rating for Circle with a $190 target price.
Data shows that the total global supply of dollar-pegged stablecoins has surpassed $300 billion, with USDT and USDC collectively accounting for approximately 97% of the market share. Bernstein notes that USDC's share in on-chain payments and wallet transfers is steadily increasing, and its share of payments in the AI Agent payment protocol x402 has exceeded 99%.
Additionally, Bernstein mentioned that Circle's ARC chain has cumulatively completed 244 million testnet transactions. The ARC token pre-sale previously raised $222 million, with investors including a16z crypto, Apollo Funds, ARK Invest, and BlackRock.
However, the report also points out that the CLARITY Act still needs to complete multiple legislative procedures before it takes effect, including a 60-vote threshold in the full Senate and coordination with the House version. Polymarket currently estimates its probability of passage by 2026 at approximately 62%. (The Block)
05:51
SvmuuNews Goldman Sachs significantly reduced its crypto ETF exposure in the first quarter of 2026 and has completely exited its holdings in XRP and Solana-related ETFs.
Filings show that in the fourth quarter of 2025, Goldman Sachs held approximately $154 million in XRP-related ETFs, including products from Bitwise, Franklin Templeton, Grayscale, and 21Shares, making it one of the largest institutional holders of XRP ETFs at the time. Additionally, the firm previously held Solana-related ETFs such as the Grayscale Solana Trust ETF, Bitwise Solana Staking ETF, and Fidelity Solana Fund, all of which have now been fully sold off.
However, Goldman Sachs still retains substantial holdings in BTC and ETH ETFs. Specifically, it holds approximately $690 million in BlackRock's IBIT and about $25 million in Fidelity's FBTC, though both positions were reduced by roughly 10% compared to the previous quarter. Meanwhile, its holding in BlackRock's ETHA shrank by about 70%, leaving approximately 7.2 million shares valued at around $114 million.
Furthermore, Goldman Sachs increased its holdings in crypto-related stocks such as Circle, Galaxy Digital, Coinbase, Robinhood, and PayPal, while reducing positions in mining and infrastructure companies like Strategy, Bit Digital, Riot Platforms, and IREN. (Cointelegraph)
05:37
According to Onchain Lens monitoring, a whale has opened a short position on 5,151 SPCX with 3x leverage, valued at $1.07 million, and a liquidation price of $250.41.
05:30
Svmuu, QCP Capital released its latest market report, stating that after a prolonged consolidation around the $80,000 range, BTC has fallen below $78,000. The "long gamma" effect brought about by IBIT options had previously suppressed market volatility, but with over $4 billion in IBIT options expiring last Friday, this supporting force has significantly weakened.
QCP points out that the current macroeconomic environment is also deteriorating, with US Treasury yields reaching new highs for this cycle. The yield on the 10-year US Treasury note has risen to 4.62%, while the 30-year yield climbed to 5.14%. Simultaneously, the USD/JPY exchange rate has risen to the 158-159 range, approaching the key level of 160, leading to market concerns over potential Japanese intervention in the foreign exchange market and the risk of yen carry trade unwinding.
The report suggests that market sentiment currently remains largely dependent on progress in trade negotiations, but last week's meeting between Trump and Chinese leaders did not release specific details. Additionally, with rising oil prices and US inflation remaining high, the market has begun to price in the probability of a further 25 basis point rate hike by the Federal Reserve before January next year, with the current anticipated probability standing at approximately 50% to 60%.
QCP stated that without clearer progress on tariff policies or the US-Iran situation, the crypto market is highly likely to continue its consolidation pattern. Although short-term volatility briefly spiked during this decline, it has already begun to recede, and selling call options strategies may once again push BTC prices to fluctuate around the current range.
05:21
According to data from msx.com, crypto-related stocks broadly declined in U.S. pre-market trading. CRCL fell 2.68%, COIN dropped 2.20%, MSTR decreased 3.56%, SBET slid 3.87%, and HOOD declined 1.46%.
It is reported that msx.com is a decentralized RWA trading platform, having listed hundreds of RWA tokens, including U.S. stocks and ETF tokenized assets such as AAPL, AMZN, GOOGL, META, MSFT, NFLX, and NVDA.
04:46
Svmuu Despite warnings and related bans issued by the Indian government, prediction market platforms Kalshi and Polymarket still allow Indian users to register and trade.
According to reports, India's Ministry of Electronics and Information Technology stated in a letter last month that Indian users are still accessing "illegal and already blocked prediction markets and online entertainment platforms." The relevant announcement was subsequently published on the ministry's official website, specifically naming "Polymarket and other similar websites," stating that these platforms should have been blocked by Internet Service Providers (ISPs). (Bloomberg)
04:32
Svmuu reports that sources in Pakistan say Pakistan has forwarded Iran's revised proposal to end the war to the United States, and the US side has received the relevant proposal. (CCTV News)
04:20
Svmuu: Iran's Foreign Ministry Spokesman Baqaei stated that Iran is currently focused on ending the war. (Jin10)
04:10
Svmuu reported on the 18th, citing Iran’s Tasnim News Agency, that Iranian Foreign Ministry Spokesperson Baghaei responded the same day to threats from U.S. President Trump: “Don’t worry, we know how to respond.” On the 17th, Trump posted on social media stating that if Iran does not act quickly, it will “have nothing.” (Xinhua News Agency)
04:08
Svmuu, Digital asset trading platform Gate has released its April 2026 transparency report. As AI capabilities continue to iterate and the RWA asset system expands, the platform is accelerating its evolution into a multi-asset financial infrastructure, further enhancing the collaborative trading capabilities covering spot, derivatives, and tokenized assets. Gate currently serves over 53 million users and lists more than 4,600 assets, while continuously expanding its product matrix into TradFi and tokenized stocks, encompassing over 430 CFDs and more than 70 tokenized stocks. Following the V3 upgrade of its AI system, Web, App, Bot, and independent sites have formed a unified entry architecture. The newly launched in-depth research and smart push features are set to significantly enhance user trading and decision-making efficiency.
Simultaneously, the platform is continuously strengthening its global brand presence and ecosystem influence. Gate has officially become the official sleeve sponsor for the Inter Milan U23 youth team. It also held several major brand events in Hong Kong around its 13th anniversary, including the "Racing the Future"跨界 exhibition at Victoria Harbour, a blue carpet ceremony, and the GATE GALA anniversary dinner, attracting hundreds of industry representatives, media, and global users. Gate Founder and CEO Dr. Han published an open letter during the 13th anniversary, attended the Hong Kong Web3 Carnival, and delivered speeches and engaged in exchanges at the University of Hong Kong. Dr. Han stated that infrastructure-driven development will become the core of the next phase of industry competition and proposed the "Move Everything On-Chain" concept. Moving forward, Gate will focus on building infrastructure capabilities, promoting the deep integration of RWA, TradFi, DeFi, and AI, and accelerating the construction of a more unified and efficient global financial infrastructure system.
04:06
Svmuu Seer Prophecy Channel monitoring shows that the probability of "Hyperliquid reaching $52 in May" on Polymarket has dropped to 19%, down 22% in 24H.
If within May (from 00:00 on the 1st to 23:59 on the last day, ET), the highest price (High) of any 1-minute candlestick on the Binance HYPEUSDT contract reaches or exceeds the target price set in the title, the market will immediately settle as "Yes"; otherwise, it will settle as "No".
Settlement data is sourced exclusively from the 1-minute candlestick data of the Binance HYPEUSDT contract market. Data from other exchanges, other trading pairs, or spot markets will not be considered for settlement.
Svmuu Seer Prophecy Channel continues to monitor prediction markets, seeing changes before pricing.
03:52
Svmuu News: According to monitoring by on-chain analyst @EmberCN, a whale holding 137,400 ETH added another 5,001 ETH to their position 3 hours ago.
Data shows that the address borrowed approximately 10.6 million USDT via Spark and Aave, and purchased 5,001 ETH at an average price of around $2,120. Currently, their total holdings amount to 137,400 ETH, valued at approximately $290 million. The position utilizes leverage from Aave and Spark loans, with the current overall liquidation price being approximately $1,324.
03:39
Svmuu: Iran's Foreign Ministry spokesperson stated that the negotiation process mediated by Pakistan is ongoing. (Jin Shi)

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