Blockchain Bulletin 1
Daily crypto analysis: ETF flows, market trends, macro & narratives. Keeping it data-driven, keeping it real.
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Übersetzung ansehen
US Spot #ETF Daily Net Flows on May 20:
$BTC
- $70.47M
$ETH
- $28.14M
$XRP
$1.45M
$HYPE
$25.46M
BTC and ETH ETFs bled on the same day HYPE's ETF set a new single-day inflow record.
HYPE's ETF launched on May 12. It's been live for under 10 days.
$BTC
- $70.47M
$ETH
- $28.14M
$XRP
$1.45M
$HYPE
$25.46M
BTC and ETH ETFs bled on the same day HYPE's ETF set a new single-day inflow record.
HYPE's ETF launched on May 12. It's been live for under 10 days.
Übersetzung ansehen
$HYPE
is up ~17% to $57.58 in 24hours
This isn't just price action. A few things are converging:
- 24h trading volume jumped 130% to $1.36B, traders are actively using the platform, not just buying the token
- The spot #HYPEETF pulled $25.5M in inflows on May 20 alone, a new single-day record, topping BTC & ETH ETF inflows on the same day.
BHYP + THYP have combined for $54M in just 7 trading days
- Adjusted for market cap, institutional money is entering HYPE ETFs faster than it did Bitcoin ETFs at a comparable stage (Presto Research)
- Coinbase is now Hyperliquid's official USDC treasury deployer. Under the AQAv2 deal, analysts estimate up to 90% of reserve yield on ~$5.8B in USDC deposits flows back to the protocol, potentially $150–225M/year toward buybacks and ecosystem growth
-Hyperliquid holds ~73% of the perp DEX market and generates ~$896M in annualised revenue.
97% of trading fees go toward token buybacks
- FDV has crossed $53B, surpassing Solana's
One risk worth noting: CME & ICE have urged the CFTC to regulate Hyperliquid. Two major market makers already pulled ~$100M in liquidity on May 18. Order book depth has thinned.
HYPE is trading near its all-time high of $59.39. The structure behind this move looks different from a typical altcoin rally.
Not financial advice.
is up ~17% to $57.58 in 24hours
This isn't just price action. A few things are converging:
- 24h trading volume jumped 130% to $1.36B, traders are actively using the platform, not just buying the token
- The spot #HYPEETF pulled $25.5M in inflows on May 20 alone, a new single-day record, topping BTC & ETH ETF inflows on the same day.
BHYP + THYP have combined for $54M in just 7 trading days
- Adjusted for market cap, institutional money is entering HYPE ETFs faster than it did Bitcoin ETFs at a comparable stage (Presto Research)
- Coinbase is now Hyperliquid's official USDC treasury deployer. Under the AQAv2 deal, analysts estimate up to 90% of reserve yield on ~$5.8B in USDC deposits flows back to the protocol, potentially $150–225M/year toward buybacks and ecosystem growth
-Hyperliquid holds ~73% of the perp DEX market and generates ~$896M in annualised revenue.
97% of trading fees go toward token buybacks
- FDV has crossed $53B, surpassing Solana's
One risk worth noting: CME & ICE have urged the CFTC to regulate Hyperliquid. Two major market makers already pulled ~$100M in liquidity on May 18. Order book depth has thinned.
HYPE is trading near its all-time high of $59.39. The structure behind this move looks different from a typical altcoin rally.
Not financial advice.
Übersetzung ansehen
Messari's State of Solana Q1 2026
Here's what actually stood out:
- RWAs crossed $2B, up 43% QoQ. BlackRock's BUIDL doubled. PRIME up 124%. The institutional layer is quietly getting real.
- DeFi TVL dropped 22%, but mostly because the $SOL
price fell 33%, not because users left. That's an important distinction.
- http://Pump.fun is still #1 by revenue at $124.7M. Axiom up 36%. Bags up 1,347% on the AI meta wave.
- And Alpenglow, if it ships, cuts finality from 12.8 seconds to 150ms. That's a different chain.
The Bigger Picture:
Solana is running two parallel stories right now: institutions coming in through RWAs and stablecoins, and retail is still very much alive through memecoins and trading apps.
Most chains have one or the other. #Solana has both, and that's harder to replicate than people think.
Here's what actually stood out:
- RWAs crossed $2B, up 43% QoQ. BlackRock's BUIDL doubled. PRIME up 124%. The institutional layer is quietly getting real.
- DeFi TVL dropped 22%, but mostly because the $SOL
price fell 33%, not because users left. That's an important distinction.
- http://Pump.fun is still #1 by revenue at $124.7M. Axiom up 36%. Bags up 1,347% on the AI meta wave.
- And Alpenglow, if it ships, cuts finality from 12.8 seconds to 150ms. That's a different chain.
The Bigger Picture:
Solana is running two parallel stories right now: institutions coming in through RWAs and stablecoins, and retail is still very much alive through memecoins and trading apps.
Most chains have one or the other. #Solana has both, and that's harder to replicate than people think.
Singapur hat #AI-Deals mit Google und OpenAI unterzeichnet
#OpenAI verpflichtet sich zu 234 Millionen Dollar und eröffnet sein erstes ausländisches AI-Labor in Singapur, 200+ Einstellungen, mit Fokus auf Bildung, Gesundheitswesen, Finanzen und öffentliche Dienste.
#Google hat keine Zahl genannt, aber geht tief in die agentische AI, schult Regierungsforscher, arbeitet mit dem Bildungsministerium zusammen und entwickelt ein gemeinsames AI-Co-Kliniker-Programm im Gesundheitswesen.
Darüber hinaus hat Singapur bereits AWS, Microsoft und Google DeepMind als Teil seiner nationalen AI-Strategie im Wert von über 750 Millionen Dollar bis 2030 gesichert.
Singapur wird still und leise zu einem der zuverlässigsten Orte, um AI zu *deployen*, mit neutralem Boden, starken Talenten und staatlicher Unterstützung.
#OpenAI verpflichtet sich zu 234 Millionen Dollar und eröffnet sein erstes ausländisches AI-Labor in Singapur, 200+ Einstellungen, mit Fokus auf Bildung, Gesundheitswesen, Finanzen und öffentliche Dienste.
#Google hat keine Zahl genannt, aber geht tief in die agentische AI, schult Regierungsforscher, arbeitet mit dem Bildungsministerium zusammen und entwickelt ein gemeinsames AI-Co-Kliniker-Programm im Gesundheitswesen.
Darüber hinaus hat Singapur bereits AWS, Microsoft und Google DeepMind als Teil seiner nationalen AI-Strategie im Wert von über 750 Millionen Dollar bis 2030 gesichert.
Singapur wird still und leise zu einem der zuverlässigsten Orte, um AI zu *deployen*, mit neutralem Boden, starken Talenten und staatlicher Unterstützung.
Übersetzung ansehen
Honestly, this is underrated news for $SUI
Full VC vesting = no more unlock drama every few months.
That constant "when are VCs dumping" anxiety? gone. What's left is just the project vs the market.
No Excuses. No Overhangs.
Either the ecosystem delivers, or it doesn't.
Agentic + Payments is a serious combo if they execute.
Watching closely👀.
Full VC vesting = no more unlock drama every few months.
That constant "when are VCs dumping" anxiety? gone. What's left is just the project vs the market.
No Excuses. No Overhangs.
Either the ecosystem delivers, or it doesn't.
Agentic + Payments is a serious combo if they execute.
Watching closely👀.
Übersetzung ansehen
Money is made on the boring stuff and $BNB
is one of them.
Trust the builders, do not chase the hype.
Screenshot this tweet. We will speak after 2 years.
is one of them.
Trust the builders, do not chase the hype.
Screenshot this tweet. We will speak after 2 years.
Übersetzung ansehen
$TRAC (OriginTrail) is up 55% in 24h to $0.51 Volume surged 1,011% to $45M while Bitcoin fell 1.59% and the total market cap dropped 1.75%. A significant move against the broader market trend. Worth watching 👀.
Übersetzung ansehen
#SpaceX is going public on June 12.
$1.75 trillion valuation. $75B raise, largest IPO in history. 8,285 BTC on the balance sheet.
The most anticipated listing of the decade isn't just a space company.
It's space + #AI + #Bitcoin . All in one stock.
$1.75 trillion valuation. $75B raise, largest IPO in history. 8,285 BTC on the balance sheet.
The most anticipated listing of the decade isn't just a space company.
It's space + #AI + #Bitcoin . All in one stock.
Übersetzung ansehen
1. Michael Saylor just dropped ₿ig Dot Energy with this chart, and honestly, the data speaks for itself 🧵 2. #Strategy now holds 818,869 $BTC worth $64.23 billion
Avg cost basis: $75,540
Current unrealised gain: +3.84% (~$2.37B)
109 purchase events since August 2020.
Every orange dot = a buy. No selling. Ever. 3. Look at the dot sizes carefully. The biggest buys came during the 2022–2023 bear market when most retail investors were panic-selling near $16K–$20K lows. That's not luck. That's a conviction-based accumulation strategy playing out exactly as designed. 4. The green dashed line (avg cost) has been steadily rising, but BTC price is still comfortably above it.
Even after the pullback from $120K+ highs, Strategy sits in profit.
The strategy isn't timing the market. It's removing the option to exit. 5. Love it or hate it, but Saylor has turned a software company into the world's largest corporate Bitcoin treasury. 818K BTC is ~3.9% of the total supply that will ever exist. That's not a trade. That's a macro bet on sound money replacing fiat reserves. 6. "₿ig Dot Energy" isn't just a flex. It's a reminder that Strategy has been accumulating through two full bear markets, multiple 50–80% drawdowns, and endless scepticism. The dots keep getting added. The average cost keeps climbing. And they keep buying.
Avg cost basis: $75,540
Current unrealised gain: +3.84% (~$2.37B)
109 purchase events since August 2020.
Every orange dot = a buy. No selling. Ever. 3. Look at the dot sizes carefully. The biggest buys came during the 2022–2023 bear market when most retail investors were panic-selling near $16K–$20K lows. That's not luck. That's a conviction-based accumulation strategy playing out exactly as designed. 4. The green dashed line (avg cost) has been steadily rising, but BTC price is still comfortably above it.
Even after the pullback from $120K+ highs, Strategy sits in profit.
The strategy isn't timing the market. It's removing the option to exit. 5. Love it or hate it, but Saylor has turned a software company into the world's largest corporate Bitcoin treasury. 818K BTC is ~3.9% of the total supply that will ever exist. That's not a trade. That's a macro bet on sound money replacing fiat reserves. 6. "₿ig Dot Energy" isn't just a flex. It's a reminder that Strategy has been accumulating through two full bear markets, multiple 50–80% drawdowns, and endless scepticism. The dots keep getting added. The average cost keeps climbing. And they keep buying.
Jamie Dimon nannte Bitcoin einmal einen "Betrug."
Seine Bank hat gerade ihre #BitcoinETF-Position um 175% erhöht, von 3M auf 8,3M Aktien von BlackRocks #IBIT (~$ 390 M).
IBIT hält jetzt über 67 Milliarden Dollar an Vermögenswerten. Die Infrastruktur ist aufgebaut. Kapital fließt.
Die Skeptiker sind nicht verschwunden; sie kaufen jetzt einfach über ETFs. #JPMorgan
Seine Bank hat gerade ihre #BitcoinETF-Position um 175% erhöht, von 3M auf 8,3M Aktien von BlackRocks #IBIT (~$ 390 M).
IBIT hält jetzt über 67 Milliarden Dollar an Vermögenswerten. Die Infrastruktur ist aufgebaut. Kapital fließt.
Die Skeptiker sind nicht verschwunden; sie kaufen jetzt einfach über ETFs. #JPMorgan
Übersetzung ansehen
Celestia $TIA
is up 13.58% in 24h
The market didn't move. $TIA
did. The volume tells you exactly why.
↳ Price: $0.50 (+13.58%)
↳ 24h Volume: $122M (+102%)
A 102% volume spike alongside a 13% price move isn't a thin-book pump. That's fresh capital entering with conviction, the kind of buying that doesn't reverse in an hour.
Volume is already well above $100M, and that threshold has been cleared and is holding. The question now is whether it sustains into the next 24h or fades once the initial momentum cools.
is up 13.58% in 24h
The market didn't move. $TIA
did. The volume tells you exactly why.
↳ Price: $0.50 (+13.58%)
↳ 24h Volume: $122M (+102%)
A 102% volume spike alongside a 13% price move isn't a thin-book pump. That's fresh capital entering with conviction, the kind of buying that doesn't reverse in an hour.
Volume is already well above $100M, and that threshold has been cleared and is holding. The question now is whether it sustains into the next 24h or fades once the initial momentum cools.
#MetaPlanet hat gerade seine FY2026 Q1 Zahlen veröffentlicht
↳ Nettoumsatz: ¥3.08B (+251% im Jahresvergleich)
↳ Betriebsergebnis: ¥2.27B (+283% im Jahresvergleich)
↳ Betriebsmarge: 73.6%
↳ BTC-Rendite: 2.8% (QTD)
↳ Gesamtvermögen: ¥402.96B (-12.1% im Quartalsvergleich)
Eine Betriebsmarge von 73.6% bei dieser Wachstumsrate ist für ein Unternehmen im Wandel nicht typisch; es zeigt, dass das BTC-Treasury-Modell echten operativen Hebel generiert, nicht nur Papiervorteile.
Das einzige Warnsignal: Das Gesamtvermögen ist im Quartalsvergleich um 12.1% gesunken, wahrscheinlich im Zusammenhang mit der BTC-Preisbewegung und nicht mit einer Verschlechterung des Geschäfts.
Die Prognose für das Gesamtjahr bleibt unverändert.
¥16B Umsatz (+80% im Jahresvergleich) und ¥11.4B Betriebsergebnis (+81%).
Keine Kürzungen der Prognose, keine Kurskorrekturen, die $BTC-These bleibt vollständig intakt.
↳ Nettoumsatz: ¥3.08B (+251% im Jahresvergleich)
↳ Betriebsergebnis: ¥2.27B (+283% im Jahresvergleich)
↳ Betriebsmarge: 73.6%
↳ BTC-Rendite: 2.8% (QTD)
↳ Gesamtvermögen: ¥402.96B (-12.1% im Quartalsvergleich)
Eine Betriebsmarge von 73.6% bei dieser Wachstumsrate ist für ein Unternehmen im Wandel nicht typisch; es zeigt, dass das BTC-Treasury-Modell echten operativen Hebel generiert, nicht nur Papiervorteile.
Das einzige Warnsignal: Das Gesamtvermögen ist im Quartalsvergleich um 12.1% gesunken, wahrscheinlich im Zusammenhang mit der BTC-Preisbewegung und nicht mit einer Verschlechterung des Geschäfts.
Die Prognose für das Gesamtjahr bleibt unverändert.
¥16B Umsatz (+80% im Jahresvergleich) und ¥11.4B Betriebsergebnis (+81%).
Keine Kürzungen der Prognose, keine Kurskorrekturen, die $BTC-These bleibt vollständig intakt.
Laut Berichten von CNBC hat der Vision Fund von SoftBank im Geschäftsjahr 2025 Gewinne von 46 Milliarden Dollar erzielt, und fast alles davon kam von einem einzigen Investment: #OpenAI.
Hier ist die Rechnung:
↳ Investiert in OpenAI: 30 Milliarden Dollar+
↳ Gewinne nur aus OpenAI: 45 Milliarden Dollar
↳ Gesamter Gewinn des Vision Funds: 46 Milliarden Dollar
Der Rest des Portfolios - Coupang, DiDi, Klarna - war im Minus.
Aber das ist nicht nur eine Erfolgsgeschichte.
S&P hat die Aussichten für SoftBank im März auf "negativ" revidiert und Bedenken hinsichtlich der Konzentration des Portfolios und der Schuldenlast geäußert. #SoftBank hat Anteile an Nvidia und T-Mobile verkauft, nur um die Position zu finanzieren.
Die Upside ist historisch. Das Risiko ist ebenso real.
Ein Unternehmen. Ein Fonds. Eine Bewertung von 852 Milliarden Dollar und es geht weiter.
Mehr lesen: <a>https://www.cnbc.com/2026/05/13/softbank-earnings-fy-2025-vision-fund-openai-stake.html</a>
Hier ist die Rechnung:
↳ Investiert in OpenAI: 30 Milliarden Dollar+
↳ Gewinne nur aus OpenAI: 45 Milliarden Dollar
↳ Gesamter Gewinn des Vision Funds: 46 Milliarden Dollar
Der Rest des Portfolios - Coupang, DiDi, Klarna - war im Minus.
Aber das ist nicht nur eine Erfolgsgeschichte.
S&P hat die Aussichten für SoftBank im März auf "negativ" revidiert und Bedenken hinsichtlich der Konzentration des Portfolios und der Schuldenlast geäußert. #SoftBank hat Anteile an Nvidia und T-Mobile verkauft, nur um die Position zu finanzieren.
Die Upside ist historisch. Das Risiko ist ebenso real.
Ein Unternehmen. Ein Fonds. Eine Bewertung von 852 Milliarden Dollar und es geht weiter.
Mehr lesen: <a>https://www.cnbc.com/2026/05/13/softbank-earnings-fy-2025-vision-fund-openai-stake.html</a>
Übersetzung ansehen
Crypto ETF flows are sending a split signal.
ETF Net Inflows (May 12):
↳ $BTC
- $239M
↳ $ETH
- $40M
US Spot ETF Daily Net Flows
$BTC
-$233.25M
$ETH
-$130.62M
$SOL
+$19.07M (led by Bitwise's BSOL at $16M)
$XRP
+$5.31M
BTC and ETH post red numbers on US spot ETFs, SOL and XRP are quietly ending the day in positive territory. Whether that's institutional rebalancing or genuine appetite for alts, the directional split is something the market will be watching closely.
SOL's DEX activity remains strong, and XRP continues to benefit from regulatory tailwinds. BTC still commands ~$100B in AUM. The throne isn't shaking yet.
ETF Net Inflows (May 12):
↳ $BTC
- $239M
↳ $ETH
- $40M
US Spot ETF Daily Net Flows
$BTC
-$233.25M
$ETH
-$130.62M
$SOL
+$19.07M (led by Bitwise's BSOL at $16M)
$XRP
+$5.31M
BTC and ETH post red numbers on US spot ETFs, SOL and XRP are quietly ending the day in positive territory. Whether that's institutional rebalancing or genuine appetite for alts, the directional split is something the market will be watching closely.
SOL's DEX activity remains strong, and XRP continues to benefit from regulatory tailwinds. BTC still commands ~$100B in AUM. The throne isn't shaking yet.
Übersetzung ansehen
$TON is knocking on $3.
The move we've been tracking all week just got louder.
↳ Up 35%+ in 24h, currently at $2.73
↳ Market cap surged 27% to $7.32B
↳ Volume spiked 81%, this isn't thin air buying
↳ RSI at 97- deeply overbought, but momentum isn't fading yet
The technicals are clean, breakout above all key MAs, confirmed by volume. Social sentiment is also leaning bullish, which is adding fuel.
Now the critical zone:
- Hold above $2.31 (daily pivot) → $3 test becomes likely
- Lose $2.50 → a pullback is on the table given how stretched RSI is
$3 is more than just a price; it's a psychological level. Whether $TON breaks through or gets rejected there will set the tone for what comes next.
Watching closely. 👀
The move we've been tracking all week just got louder.
↳ Up 35%+ in 24h, currently at $2.73
↳ Market cap surged 27% to $7.32B
↳ Volume spiked 81%, this isn't thin air buying
↳ RSI at 97- deeply overbought, but momentum isn't fading yet
The technicals are clean, breakout above all key MAs, confirmed by volume. Social sentiment is also leaning bullish, which is adding fuel.
Now the critical zone:
- Hold above $2.31 (daily pivot) → $3 test becomes likely
- Lose $2.50 → a pullback is on the table given how stretched RSI is
$3 is more than just a price; it's a psychological level. Whether $TON breaks through or gets rejected there will set the tone for what comes next.
Watching closely. 👀
Übersetzung ansehen
$TON is up 62% over the past week, and the price is the least interesting part.
↳ Telegram slashed fees 6× to $0.0005 per tx
↳ Pavel Durov staked 2.2M TON, now the network's largest validator
↳ #TON memecoins surged to a $156M market cap
↳ $7.17M in short liquidations turbocharged the move on May 5. Forced short covering accelerated the move, so part of this rally is mechanical, and not just organic demand.
1B Telegram users. Native chain. Near-zero fees.
The infrastructure is being laid quietly.
Watch for whether active addresses and developer activity follow the price, or if this fades once the short-squeeze pressure clears.
↳ Telegram slashed fees 6× to $0.0005 per tx
↳ Pavel Durov staked 2.2M TON, now the network's largest validator
↳ #TON memecoins surged to a $156M market cap
↳ $7.17M in short liquidations turbocharged the move on May 5. Forced short covering accelerated the move, so part of this rally is mechanical, and not just organic demand.
1B Telegram users. Native chain. Near-zero fees.
The infrastructure is being laid quietly.
Watch for whether active addresses and developer activity follow the price, or if this fades once the short-squeeze pressure clears.
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