🚨 JPMorgan's Natalia Lipikhina said a U.S. profit "super cycle" could drive the stock market to new highs.
Lipikhina said JPMorgan has raised its S&P 500 forecast and expects earnings growth could reach 20% in 2026. $BTC $USDC The bullish outlook comes as S&P 500 earnings growth has reached its highest level in five years during the current earnings season, signaling strong corporate performance across the market.
🚨 Bitcoin dropped 3.7% in the last 24 hours, reaching a low of $70,147 after U.S.-Iran talks reportedly failed once again.
According to CoinGecko data, BTC is now down around 8% over the past week, with the $70,000 level acting as a key support zone.
The breakdown in negotiations comes as the Strait of Hormuz faces renewed disruptions, increasing concerns over global energy supplies and potential oil price spikes. $BTC Market participants are also watching the Federal Reserve closely as inflation concerns remain elevated.
🚨 Strategy sold 32 Bitcoin between May 26 and May 31 at an average price of $77,135, generating approximately $2.5 million to help fund dividend payments for STRC.
Despite the sale, Strategy still held more than 843,700 BTC at the end of May, meaning the transaction represented just 0.004% of its total Bitcoin holdings. $BTC Analysts described the move as financially insignificant, with many believing Bitcoin sales are unlikely to become Strategy's primary source of dividend funding.
📊 Insight: While the amount sold was minimal, the transaction has sparked discussion about whether Strategy could become more flexible with its Bitcoin treasury management as it balances shareholder returns and capital structure priorities.
🚨 #DonaldTrump said political opposition from Democrats and some Republicans is making a near-final Iran agreement harder to complete.
The statement came after weekend U.S. strikes on Iranian military sites and Iran’s retaliatory attack on a U.S. air base in the Gulf.
Reports suggest negotiators were close to a 60-day framework that would:
Reopen safer shipping through the Strait of Hormuz
Require Iran to remove naval mines within 30 days
Reinforce commitments against nuclear weapons development
Offer sanctions relief on Iranian oil exports
Meanwhile, Bitcoin traded near $73,300 and Ethereum hovered around $1,994 as markets monitored developments. $TRUMP $BTC $ETH 📊 Insight: Any progress toward a Hormuz agreement could ease geopolitical tensions, reduce energy-market uncertainty, and improve risk sentiment across both crypto and traditional financial markets.
🚨 U.S. Treasury Secretary Scott Bessent revealed that the United States has seized roughly $1 billion in Iranian-linked crypto assets. $BTC $USDT While the government has not disclosed the specific cryptocurrencies or wallet addresses involved, questions remain over whether any seized Bitcoin could eventually be added to the Strategic Bitcoin Reserve established under Trump's 2025 executive order.
The order created:
A Strategic Bitcoin Reserve for forfeited BTC
A U.S. Digital Asset Stockpile for non-Bitcoin digital assets
Meanwhile, Tether confirmed it froze $344 million in USDT across two addresses in coordination with U.S. authorities. The remaining seized assets have not yet been publicly identified.
📊 Insight: The case highlights how cryptocurrencies are increasingly becoming part of international sanctions enforcement, with governments and stablecoin issuers playing a growing role in tracking and freezing illicit funds.
🚨 Aave has released its post-mortem on the April 18 rsETH exploit, revealing how the attacker drained liquidity through a forged cross-chain message.
According to Aave, Kelp's rsETH LayerZero V2 bridge accepted a fake message during a Unichain-to-Ethereum transfer, allowing the attacker to mint 116,500 rsETH without a corresponding burn on the source chain.
The attacker then deposited the stolen rsETH into 8 Aave V3 positions and borrowed:
82,650 WETH
821 wstETH $ETH $AAVE Aave said recovery efforts have made significant progress. The attacker's rsETH on Arbitrum has been burned, while the LayerZero OFT adapter replenished 116,131.72 rsETH across five separate batches.
📊 Insight: The incident highlights the risks associated with cross-chain bridge infrastructure and why security remains one of the biggest challenges in DeFi.
🚨 U.S. spot Bitcoin ETFs have now recorded 9 straight trading days of net outflows, totaling roughly $2.84B — the longest outflow streak since the ETFs launched in 2024.
Analysts said BlackRock’s IBIT was the main driver behind the recent Bitcoin ETF redemptions.
Meanwhile:
Hyperliquid-related ETFs continued seeing inflows
Some XRP spot ETFs also attracted capital
Spot Ethereum ETFs extended their own outflow streak to 13 consecutive days, totaling around $694M $BTC $XRP $ETH 📊 Market Insight: The sustained ETF outflows suggest institutions are currently reducing risk exposure amid broader market uncertainty, adding pressure to crypto liquidity and short-term sentiment.
🚨 BlackRock’s iShares Bitcoin Trust (IBIT) recorded a massive $527.84M outflow on Wednesday, nearly matching its all-time record redemption day.
Overall, U.S. spot Bitcoin ETFs saw combined outflows of $733.43M as geopolitical tensions escalated following U.S. airstrikes near the Strait of Hormuz.
Reports also showed a single investor sold $1.29B worth of IBIT shares in a dark-pool transaction earlier this week. $BTC $ETH 📊 Why it matters: Large ETF exits can increase selling pressure on spot Bitcoin markets as issuers may need to offload underlying BTC to meet redemptions.
🚨 Keyrock estimates AI agents processed over $73M across roughly 176M blockchain transactions between May 2025 and April 2026.
The report highlighted growing machine-to-machine payments powered by USDC:
Coinbase launched x402 for direct AI payments
Stripe introduced Machine Payments Protocol on Tempo
Google released AP2
Visa expanded tokenized AI commerce tools $USDC $BTC Keyrock said 98.6% of machine payments currently settle in USDC, while most AI-agent transactions remain too small for traditional card payment fee structures.
🚨 On-chain investigator ZachXBT flagged a suspected drain linked to Polymarket after more than $520K was reportedly moved from addresses tied to its Polygon infrastructure.
Polymarket developers said:
- User funds remain safe - Market outcomes were not affected - The issue involved an internal rewards wallet used for top-up operations $BTC $ETH Bubblemaps estimated total losses closer to $700K across 16 addresses, with funds reportedly routed through centralized exchanges and other services.
Andy Yajin Zhou said early findings point toward a private key compromise rather than a flaw in Polymarket’s core systems.
🚨 Nasdaq-listed Solmate ($SLMT), a company focused on holding Solana, plans to raise $11.4M through a direct offering.
The funding will reportedly come from the company’s CEO and board members, with the transaction expected to close around May 27. $SOL The move highlights continued institutional interest in Solana-focused treasury strategies.
🚨 Keone Hon said the Monad network was not affected by the recent EchoProtocol exploit and confirmed the network is operating normally. $MON Security researchers said the incident led to the theft of around $816K in eBTC after Monad-based EchoProtocol was reportedly exploited.
Earlier reports from Onchainlands had raised concerns that the exploit may have impacted the broader Monad ecosystem.
$BTC $BNB 🚨 Tempo, backed by Stripe and Paradigm, has integrated Morpho’s $7.5B lending marketplace into its network.
The integration gives fintechs and enterprises access to:
Stablecoin transfers
FX and settlement tools
Onchain lending markets
Gauntlet and Sentora are also launching curated markets on Tempo, while RedStone provides price feeds for stablecoins, BTC-backed assets, and tokenized real-world assets. #BNB #BTC #DeFi #Stablecoins #Web3
🚨 Bitcoin Depot has filed for Chapter 11 bankruptcy protection and shut down more than 9,000 Bitcoin ATMs across North America.
CEO Alex Holmes said stricter regulations, transaction limits, rising lawsuits, and state-level restrictions made the Bitcoin ATM business increasingly difficult to operate.
The company reported:
A 49.2% YoY revenue decline in Q1 2026
A $9.5M net loss, compared to $12.2M profit a year earlier
📊 Why it matters: The shutdown removes one of the largest retail cash-to-Bitcoin access networks and could increase expectations for tighter compliance and regulation across the crypto ATM sector.
🚨 Aave has restored WETH loan-to-value ratios across multiple V3 markets after emergency restrictions introduced during the April rsETH exploit. $ETH $AAVE The updated limits now apply across:
• Ethereum Core
• Ethereum Prime
• Arbitrum
• Base
• Mantle
• Linea
The restrictions were originally imposed after attackers exploited a bridge linked to Kelp DAO’s rsETH, minting around $292M in unbacked tokens and draining roughly $230M in ETH from Aave using the tokens as collateral.
Recovery efforts have reportedly recovered most of the unbacked rsETH, with the remaining shortfall expected to be covered by DeFi United.
📊 Insight: The restoration of WETH collateral limits could help improve liquidity conditions and leverage activity across affected DeFi ecosystems if recovery efforts remain stable.
🚨 Micron Technology insiders sold around $52.4M in stock over the past three months as shares traded near all-time highs. $BTC $ETH Despite the insider selling, Micron posted massive growth:
Q2 FY2026 revenue: $23.86B (+196% YoY)
Non-GAAP EPS: $12.20 vs $8.79 expected
Q3 guidance: $33.5B revenue and $19.15 EPS
CEO Sanjay Mehrotra said Micron remains a major AI infrastructure supplier, with demand extending into 2027 and HBM production already fully sold through 2026.
🚨 Lido contributors explained why Chainlink CCIP was selected for cross-chain deployment of wstETH. $ETH The decision comes as bridge security faces increased scrutiny after major exploits led to nearly $3B in stolen funds, including recent Kelp / LayerZero-related issues.
Contributors said bridge infrastructure directly impacts:
Token security
Operational safeguards
Issuer control mechanisms
wstETH is now supported through Chainlink CCIP as part of Lido’s multichain expansion strategy.