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Strategy's Bitcoin treasury reached a record $63.46 billion on April 26, with holdings totaling 815,061 BTC. According to NS3.AI, company filings reveal that Strategy acquired 34,164 BTC for approximately $2.54 billion last week, marking its largest single-week purchase in 17 months. The acquisition was funded through $2.18 billion from STRF perpetual preferred equity and $366 million from at-the-market sales of MSTR shares. Current spot prices indicate that the treasury is approximately $1.9 billion above Strategy's total cost basis.

Iran's parliament speaker has indicated that Tehran retains unused supply levers as oil exports through the Strait of Hormuz remain significantly below normal levels, at about 95% less than usual. According to NS3.AI, data from Goldman Sachs reveals that Gulf crude production has decreased by approximately 14.5 million barrels per day, representing a 57% drop from pre-war levels. Goldman analysts predict that only 70% of the lost supply might be restored within three months following a complete and secure reopening, with 88% potentially returning within six months. U.S. President Donald Trump stated that American producers could mitigate part of the impact as Brent crude prices hover near $100 per barrel.

On April 27, Jin10 reported that as tensions in the Middle East drive up oil prices, U.S. Treasury market traders are closely monitoring this week's Federal Reserve meeting to assess officials' views on inflation prospects. According to Jin10, the market widely expects the Fed to keep interest rates unchanged on Wednesday, but traders lean towards a rate cut by the end of the year. Swap market data from Friday indicates that the probability of a rate cut by year-end has risen to around 40%. This development could pave the way for Kevin Warsh, nominated by U.S. President Donald Trump, to lead the Fed and implement more accommodative policies in the future. In this context, traders will listen carefully to current Chairman Jerome Powell's remarks at the post-meeting press conference for updates on his plans after his term ends next May. Meanwhile, this week will also see a series of U.S. Treasury auctions, including 2-year and 5-year notes, to test market demand at current yield levels.

Coachella has collaborated with Google DeepMind to develop three artificial intelligence prototypes during the 2026 festival. According to NS3.AI, these prototypes include a tool for recreating 3D shows, a stage-planning application, and a mobile game. Coachella has stated that these projects are currently internal proofs of concept as the festival evaluates the potential for implementing any of these features in future events.

US equity ETFs experienced a significant surge in average daily inflows, reaching a record $7.5 billion in April, more than doubling the $2.9 billion pace observed in March. According to NS3.AI, this increase was reported by Strategas Asset Management. Spot Bitcoin and Ethereum ETF products also rebounded in tandem with equities since the market bottom in March.

Crypto social engineering attacks are on the rise, with criminals having stolen $786 million from crypto projects so far this year. According to NS3.AI, security executives have noted that DeFi teams are once again a primary target as hackers increasingly exploit human error rather than relying solely on code vulnerabilities.

The Office of the Comptroller of the Currency (OCC) is set to close the comment window for the GENIUS Act on May 1. According to NS3.AI, this leaves U.S. banks with only four days to respond to the proposed 376-page stablecoin rule. The proposal outlines reserve, custody, capital, and supervisory requirements, and introduces a two-tier licensing system with a $10 billion threshold for federal oversight.

UTXO Management has introduced a new private fund, UTXO Preferred Income Strategies LP, designed to generate income from preferred digital credit securities. According to NS3.AI, the fund features a dual-class structure, comprising a Senior Income Class and a Total Return Class. At the time of the announcement, no capital had been deployed under this strategy.

The U.S. Treasury has expanded its Pay.gov debt donation form to include PayPal and Venmo as payment options. According to NS3.AI, despite this addition, the average monthly donations amount to approximately $120,000, which is minimal compared to the nation's $39 trillion debt. Treasury data indicates that the donation program has been in operation since 1961, accumulating around $67 million since 1996, with about $30,000 collected in February 2026.

In parallel, the BITCOIN Act of 2025, which proposes the acquisition of 1 million BTC over a five-year period, is currently stalled in committee. This legislative proposal aims to integrate Bitcoin into the national financial strategy, but its progress remains uncertain.

Bridgewater Associates has significantly increased its investment in Nvidia, boosting its stake by over 54% in the last quarter. According to NS3.AI, analysts on TradingView have set a consensus price target for Nvidia at approximately $269, with a high target of $380. Nvidia reported a substantial rise in its Q4 fiscal 2026 revenue, reaching $68.1 billion, which marks a 73% increase compared to the previous year. Additionally, Nvidia has projected its Q1 FY2027 revenue to be $78 billion, surpassing Wall Street's expectations of $73 billion.

U.S. President Donald Trump is preparing for a visit to Beijing, facing a more challenging situation compared to his last meeting with President Xi Jinping six months ago. Bloomberg posted on X, highlighting that while China is managing the repercussions of the Iran conflict with relative stability, the United States is experiencing increasing difficulties. The geopolitical landscape has shifted, presenting new challenges for the U.S. administration as it navigates international relations and domestic pressures.

Indonesia is set to commence oil imports from Russia starting in April, according to Energy Minister Bahlil Lahadalia. The country currently produces 600,000 barrels of oil daily but consumes 1.6 million barrels, creating a significant shortfall. According to NS3.AI, Indonesia requires approximately 300 million additional barrels annually to satisfy its energy needs. Minister Lahadalia emphasized the necessity for expanded gas and energy cooperation to address this demand.

The Clarity market structure bill has seen minimal public progress over the past month, with Memorial Day identified as a critical deadline for advancing the legislation before the upcoming election. According to NS3.AI, over 100 industry participants recently signed an open letter urging the Senate Banking Committee to conduct a markup. However, the timing of the committee's action remains uncertain. Even if the Senate issues are addressed, the bill would still require another vote in the House.

Elon Musk's $134 billion lawsuit against OpenAI, Sam Altman, and Microsoft is scheduled for trial on Monday in federal court in Oakland, California. According to NS3.AI, Judge Yvonne Gonzalez Rogers has reduced the case from 26 claims to two counts: unjust enrichment and breach of charitable trust. This decision follows Musk's withdrawal of fraud claims just days before jury selection.

ETH Hong Kong Hub, Asia's first offline Ethereum community center, officially opened on April 21, 2026. According to NS3.AI, the opening event attracted over 1,500 registrants, marking a significant milestone for the Ethereum community in the region. The center is supported by the Ethereum Foundation's Ethereum Everywhere program and features an initial cohort of over 30 projects from the Ethereum ecosystem. This initiative aims to foster collaboration and innovation within the Ethereum community across Asia.

U.S. President Donald Trump stated in an interview with Fox News that he anticipates the conflict with Iran will conclude soon, with the United States emerging victorious. According to Odaily, Trump suggested that Iran could initiate negotiations by contacting the U.S., expressing hope that Iran would act wisely.

XRP has experienced a significant drop, falling over 61% from its July 2025 high of $3.65. According to NS3.AI, this decline raises concerns about the token's effectiveness as a portfolio hedge. Bitcoin has also seen a decrease, dropping 38.6% from its peak, which further supports the notion that major cryptocurrencies are too volatile to be considered defensive assets.

Michael Saylor, founder of Strategy, has released new information regarding the Bitcoin Tracker, accompanied by the caption 'The ₿eat Goes On.' According to Odaily, Strategy typically announces additional Bitcoin acquisitions the day after such updates are shared.

DoorDash is partnering with Stripe-backed Tempo to integrate stablecoin-powered payouts into its marketplace, spanning over 40 countries. According to NS3.AI, this collaboration involves DoorDash, Stripe, Coastal Bank, and ARQ, aiming to introduce stablecoin payments. Andy Fang highlighted that the primary attraction for DoorDash is the faster and more affordable payout system offered by stablecoins.

Bitcoin futures traders are maintaining a strong long position, with a ratio exceeding three-to-one, as Bitcoin trades near $77,500, below the $80,000 mark. According to NS3.AI, Coinglass data indicates that BTC perpetual open interest decreased by approximately 6% to 744,300 BTC over a 24-hour period. Additionally, Coinglass recorded $22.44 million in long liquidations on April 25, compared to $11.60 million in short liquidations.

U.S. President Donald Trump held a phone conversation with UK Prime Minister Keir Starmer on April 26 to discuss the current situation in the Middle East. According to Odaily, both leaders emphasized the urgent need to resume shipping through the Strait of Hormuz. The UK highlighted that the ongoing blockade, lasting several weeks, has left numerous crew members stranded in the Gulf region. Starmer warned of the severe consequences this situation could have on the global economy and the cost of living for UK citizens. On the same day, Iran issued a warning that the waterway would not return to its previous state under any circumstances.

The stock market has been influenced by various factors, including economic data, Federal Reserve announcements, and corporate developments. Bloomberg posted on X that over the past 15 months, traders have seen their fortunes closely tied to the actions and statements of U.S. President Donald Trump.

Stake utilized a clipping network to amplify an Adin Ross campaign, resulting in 430 million views from 11,000 videos posted by 520 clippers. According to NS3.AI, Bloomberg reported that Anthony Fujiwara’s company, Clipping, generated approximately $7.7 million in revenue and now handles millions of dollars monthly in stablecoin payments.

According to data from Glassnode, Hyperliquid whales transitioned from a net short to a net long position in early March. According to NS3.AI, Coinglass reported that the seven-day bitcoin perpetual funding rate stands at -0.13%. This negative funding rate has persisted for approximately 47 consecutive days, marking the strongest long bias observed in the dataset.

DeepSeek has announced a significant reduction in input cache hit prices across its model series, effective immediately. According to NS3.AI, the company has lowered the prices to one-tenth of the original launch price. Additionally, DeepSeek-V4-Pro is offering a limited-time 75% discount until 23:59 UTC+8 on May 5, 2026, reducing its input cache-hit price to 0.025 yuan per million tokens.

This week's roundup focuses on significant developments in the Asian cryptocurrency landscape. According to NS3.AI, Singapore has taken steps to ease regulations on public chain assets, aiming to foster a more conducive environment for blockchain innovation. Meanwhile, Thailand has opened its doors to digital asset derivatives, marking a significant expansion in its financial offerings.

In addition to these developments, Uzbekistan, Russia, and the Philippines have also made notable policy moves in the crypto sector. These changes reflect a broader trend of regulatory adjustments across Asia, as countries seek to balance innovation with oversight in the rapidly evolving digital asset space.

Elon Musk has announced that X is on the verge of launching X Money, a new banking and payments tool. According to NS3.AI, early testers of the service have reported benefits such as 3% cash back and 6% interest on cash savings. Musk has committed to making the service available to the public this month, with early public access anticipated soon.

Elon Musk is approaching his long-term objective of transforming Twitter into an 'everything app.' According to Bloomberg, Musk plans to introduce a new financial services tool for public use this month. This development comes more than three years after Musk acquired Twitter, marking a significant step towards his vision for the platform.

El Salvador has increased its Bitcoin holdings by 31 BTC over the past 30 days, according to ChainCatcher. The country's total Bitcoin reserves now stand at 7,633.37 BTC. The value of these holdings is approximately $624 million.

Vietnam plans to initiate a five-year pilot program for regulated crypto asset trading in the second quarter of 2026. According to ChainCatcher, this initiative aims to transition from offshore, unregulated crypto trading to a domestic, regulated market. Currently, Vietnamese traders handle an annual crypto trading volume of $220 billion to $230 billion, with daily transactions exceeding $600 million. The pilot program will only permit participation from locally registered institutions that meet stringent capital and compliance requirements. Additionally, the traded assets must be backed by real-world assets and settled in Vietnamese dong.

Ciarán Fitzpatrick, Global Head of ETF Products at JPMorgan Securities Services, expressed confidence in the transformative potential of tokenization for the market. According to Odaily, Fitzpatrick highlighted that tokenization could significantly impact not only ETFs but the entire fund industry. He noted the ongoing experiments with ETF tokenization, citing benefits such as easier subscription and redemption processes, 'near-instantaneous settlement,' and continuous access. Fitzpatrick added that while tokenization is expected to become part of the ETF ecosystem, it may take several years before practical use cases emerge.

On Apr 26, 2026, 14:20 PM(UTC). According to Binance Market Data, Bitcoin has crossed the 78,000 USDT benchmark and is now trading at 78,077.65625 USDT, with a narrowed 0.53% increase in 24 hours.

Samuel "Chad" Patt has suggested that freezing approximately 5.6 million dormant bitcoins could lead to an immediate market repricing. According to NS3.AI, this is because the market would perceive circulating bitcoins as conditionally owned. This discussion arises from BIP-361, a proposal by Jameson Lopp and other developers, which considers phasing out bitcoin’s current cryptographic signatures. The proposal could potentially freeze assets that do not transition to the new system.

Crypto analyst Amonyx has shared a long-term monthly chart for XRP, projecting a potential rise to $140, compared to its current price of approximately $1.40. According to NS3.AI, this optimistic forecast comes as Ripple experiences increased interest from U.S. banks. Ripple CEO Monica Long stated that the company is now receiving numerous requests for proposals from U.S. banks seeking custody products.

A recent working paper analyzing Polymarket trades from 2023 to 2025 has revealed that a small fraction of traders are responsible for the majority of price discovery. According to NS3.AI, the study examined data from 1.72 million accounts and a trading volume of $13.76 billion. It found that only 3% of traders significantly influence price movements, while the remaining 97% primarily provide liquidity and tend to incur losses overall. Additionally, trades based on non-public information have a more pronounced impact on prices per dollar traded.

On April 26, a significant Bitcoin transaction was observed as a whale moved 300 BTC into a centralized exchange (CEX) after a two-year hiatus. According to BlockBeats On-chain Detection, the whale had originally withdrawn these 300 BTC from another CEX three years ago when the price of Bitcoin was $19,329. This transaction has resulted in a profit of $17.6 million for the whale.

On April 26, the Chairman of the National Security and Foreign Policy Committee of Iran's Islamic Parliament, Aziz, stated in an interview that all ships wishing to pass through the Strait of Hormuz must pay a fee. According to Odaily, he emphasized that the Strait of Hormuz has become a significant pillar of Iran's strength.

According to ChainCatcher, data from Coinglass reveals that a whale on the Hyperliquid platform currently holds positions worth $3.51 billion. The long positions amount to $1.77 billion, representing 50.56% of the total, while short positions are valued at $1.73 billion, accounting for 49.44%. The long positions have incurred a loss of $8.52 million, whereas the short positions have a loss of $21.55 million.

Notably, a whale address, 0x0ddf..02, has taken a 3x leveraged short position on Bitcoin at a price of $67,992.10, resulting in an unrealized loss of $9.81 million.

Scallop, a lending protocol within the Sui ecosystem, has reported a vulnerability in an affiliate contract related to its sSUI reward pool, resulting in a loss of approximately 150,000 SUI. According to ChainCatcher, the affected contract has been frozen to prevent further issues. Scallop assures that its core contracts remain secure and that only the sSUI reward pool was impacted, with all other reward pools remaining unaffected. The company has committed to covering 100% of the losses and will provide further updates soon.

Jeanine Pirro announced the closure of the criminal investigation into Jerome Powell, coinciding with Kevin Warsh's upcoming confirmation hearing. According to NS3.AI, Warsh recently stated that Bitcoin and cryptocurrencies are already integrated into U.S. financial services. His financial disclosures revealed several investments related to the crypto sector.