Жаңалықтар

According to Bloomberg, China confirmed that Trump will pay a state visit to Beijing from May 13 to 15, Xinhua reported Monday, citing a Foreign Ministry spokesperson. The summit — the first US presidential trip to China in nearly a decade — had been delayed once due to the now three-month-old Iran war. Key agenda items include Iran and the reopening of the Strait of Hormuz, an extension of the October trade truce covering rare earth exports, and Taiwan. An American business delegation including Blackstone CEO Steve Schwarzman and Citigroup CEO Jane Fraser is expected to accompany Trump, with a series of commercial deals anticipated.

Binance has released its May proof of reserve update. As of May 1st, users' net BTC balance stood at 606,742.388 BTC, while Binance's wallet balance was 608,067.979 BTC, resulting in a BTC reserve ratio of 100.22%.Additionally, users' net ETH balance was 3,762,321.834 ETH, with Binance's wallet balance at 3,762,328.82 ETH, giving an ETH reserve ratio of 100%. The USDT reserve ratio was 104.27%, and the BNB reserve ratio was 101.68%.

Grayscale is reportedly planning to introduce an ETF focused on Cardano by the end of 2026. According to ChainCatcher, the ETF is expected to trade under the ticker symbol GADA. This new product will convert Grayscale's existing Cardano Trust into a publicly listed ETF. If regulatory filings are activated by mid-August, it could trigger a streamlined review process by the SEC, potentially allowing trading to commence by late October 2026.

Recently, Grayscale has adjusted the asset allocation within its smart contract fund, increasing Cardano's weight from approximately 17.96% to 18.33%, while reducing exposure to other assets like Ethereum.

Iran has turned down the United States' peace proposal, leading to a notable impact on financial markets. According to Odaily, West Texas Intermediate (WTI) crude oil opened 3% higher on Monday following the news. U.S. President Donald Trump expressed dissatisfaction with Iran's latest response, labeling it as unacceptable. In reaction, U.S. stock index futures experienced a decline of approximately 0.3%. Meanwhile, Bitcoin saw a 1.59% increase over the past 24 hours, climbing back above the $82,000 mark.

Michael Saylor recently discussed the integration of Bitcoin (BTC) with the decentralized finance (DeFi) ecosystem as a promising trend. According to ChainCatcher, Saylor said in an interview with The Wolf Of All Streets Podcast that the rapid growth of yield tokens based on STRC, with some protocols experiencing an increase in total value locked (TVL) by $1 million per hour.

Saylor highlighted that current DeFi protocols are utilizing STRC to create yield products offering returns between 8% and 11%, further amplified by leveraging three to five times. He anticipates that the yield token market will evolve into a multi-billion dollar industry in the coming months. Additionally, Saylor revealed that STRC's current Sharpe ratio stands at 2.5, surpassing many traditional credit products, stocks, and hedge fund strategies.

Saylor stated, "When you possess assets with a high Sharpe ratio, tokenization and leveraging can create a new digital financial structure."

Michael Saylor has indicated that Strategy might restart its Bitcoin acquisitions this week, following its previous purchase of 3,273 BTC for approximately $255 million on April 27. This acquisition increased Strategy's Bitcoin holdings to 818,334 BTC. According to Cointelegraph, during Strategy's Q1 earnings call, Saylor mentioned that the company might occasionally sell parts of its Bitcoin treasury to finance dividends on its credit instruments.

According to The Block, Morgan Stanley's bitcoin ETF (MSBT) absorbed $194 million in assets during its first month of trading with no net daily outflows recorded—a notably clean launch. The bulk of capital came from self-directed clients, as the bank's 16,000-person financial advisor network has not yet received clearance to recommend the fund. The strong debut underscores growing retail demand for regulated bitcoin exposure through traditional brokerage channels ahead of broader advisor distribution.

According to the announcement from Binance, the platform is set to expand its trading options by introducing new trading pairs on Binance Spot. Trading for MEGA/U, TON/U, and TON/USD1 pairs will commence on 2026-05-12 at 08:00 (UTC). Additionally, Binance will activate Trading Bots services for these pairs at the same time, enhancing the trading experience for users. The introduction of these pairs aims to provide more choices for traders and improve overall market liquidity.
Binance will also implement a zero fee promotion for eligible users trading on U spot and margin pairs, specifically MEGA/U and TON/U. This promotion will begin on 2026-05-12 at 08:00 (UTC) and will continue until further notice. During this period, users will benefit from zero maker fees, although standard taker fees will still apply. The trading volume from these pairs will contribute to users' VIP tier volume calculations. Standard trading fees will resume once the promotion period ends, and users are encouraged to review the trading fee structure for detailed information.
Eligibility to trade these new pairs is subject to the user's country or region of residence. Currently, users from Canada, Cuba, Crimea Region, Iran, Netherlands, North Korea, Syria, the United States and its territories, and non-government controlled areas of Ukraine are restricted from participating. Binance reserves the right to modify the list of restricted countries in accordance with legal and regulatory changes. Users must complete account verification to engage in trading these pairs. Binance emphasizes that all trading activities are monitored to prevent dishonest behavior, and reserves the right to disqualify users involved in such activities. The platform retains the discretion to amend or cancel promotions without prior notice.

Strategy CEO Phong Le announced on the X platform that the company's software business achieved its strongest performance in nearly a decade during the first quarter of 2026, with revenue increasing by 12%. According to Odaily, cloud business revenue grew by 59%, and profits rose by 27%. Le highlighted the unique synergy between the company's Bitcoin treasury and software business, noting that the software division's expertise in engineering, security, and compliance provides institutional-level capabilities to the Bitcoin operations, while the Bitcoin mission attracts talent and accelerates software innovation.

Additionally, the company has developed an AI data platform named Mosaic and plans to utilize multiple AI models over the next year to restructure internal processes and achieve system autonomy.

This week's cryptocurrency agenda is highlighted by a procedural vote in the U.S. Senate concerning Kevin Warsh's nomination package for the Federal Reserve. According to NS3.AI, other significant events include the Azul mainnet upgrade by Base and earnings announcements from major cryptocurrency firms. Additionally, the schedule features the release of U.S. inflation data, a Senate Banking Committee markup on the Digital Asset Market Clarity Act of 2025, and various DAO votes and token unlocks.

Bitcoin is experiencing an upward trend primarily driven by spot demand rather than leverage, according to ChainCatcher. Markus Thielen, founder of 10x Research, noted on social media that this structure is healthier compared to the crowded long positions seen earlier in the cycle. He highlighted continuous inflows into ETFs, significant rises in mining-related stocks, and a more optimistic outlook in the options market. Thielen also pointed out two key catalysts this week supporting Bitcoin and the broader altcoin market. With improved trading volumes and moderate capital inflows, the set target of $88,000 for Bitcoin appears achievable. The current total market capitalization of the crypto market stands at $2.69 trillion, marking a 2.7% increase from last week, while the average weekly trading volume is $123 billion, 2% above the average level.

PANews posted on X (formerly Twitter). Moomoo, an overseas independent brand under Futu, has obtained a compliance license for the forecast market from U.S. regulatory authorities. This makes Moomoo one of the first online brokers authorized to offer 'event contract' trading services to retail users in the United States. The company plans to introduce event contract trading to U.S. users soon, covering areas such as sports, economics, politics, and culture. Details regarding the launch date, product specifics, and trading varieties will be announced later.

Uniswap v4 Hooked Pool has achieved a significant milestone, with its trading volume exceeding $2 billion over the past week, marking a new all-time high. According to NS3.AI, data from the Sealaunch dashboard reveals that Sato Hook recorded a trading volume of $66 million, Angstrom reached $63 million, and Uniswap itself saw $41 million in trading activity. This surge in trading volume highlights the growing interest and activity within the Uniswap v4 Hooked Pool.

Vitalik Buterin has published a research article on May 10, advocating for a shift in crypto payments from pseudonymity to default privacy. According to ChainCatcher, Buterin proposes replacing standard transactions with zero-knowledge proof (ZK) transactions, allowing users to validate payments without revealing their full balance or transaction history.

Buterin highlights the importance of privacy in the era of autonomous AI agents, which need to pay for services like LLM API fees without leaving traceable marks. He suggests using recursive SNARKs and ZK API credits to enable Ethereum Layer 2 to handle privacy payments with the same speed and cost as transparent transactions. The proposal includes mechanisms for selective disclosure and innocence proof, allowing users to provide specific evidence to compliance agencies or tax authorities without public data exposure, addressing anti-money laundering regulatory requirements.

Buterin believes that the public transparency of blockchain is a major barrier to crypto payments replacing traditional payments, and the ZK payment standard aims to make privacy a default feature.

PANews posted on X (formerly Twitter). According to the latest data from OpenRouter, Anthropic has achieved the highest share of token usage on the platform without offering model usage subsidies. This statistic is based on token consumption generated by actual API calls, primarily covering the Claude series models.

The market value of tokenized real-world assets (RWA) is projected to reach $19.32 billion by March 31, 2026, according to a report by CoinGecko. This marks a 256.7% increase from the $5.42 billion recorded at the beginning of 2025. According to ChainCatcher, tokenized U.S. Treasury bonds remain the largest category, exceeding $10 billion in value. Additionally, tokenized commodities have grown to $5.55 billion, driven primarily by gold-backed tokens such as XAUT and PAXG.

The report also highlights that in the first quarter of 2026, the trading volume of tokenized gold spot reached $90.7 billion, while tokenized stock spot trading volume hit $15.1 billion, both surpassing the levels of the corresponding period in 2025. During the same timeframe, the total trading volume of RWA perpetual contracts rose to $524.8 billion.

PANews posted on X (formerly Twitter). Rising tensions between the U.S. and Iran have driven Brent crude oil prices to $105 per barrel, while U.S. stock futures have weakened. In contrast, South Korea's KOSPI index surged by 5% to a record high, and China's Shanghai Composite Index surpassed 4,200 points, marking a ten-year peak.

Global storage chip stocks have seen significant gains, with SK Hynix rising 14%, and U.S. companies Micron and SanDisk increasing by over 15%. In China, the storage sector experienced a wave of limit-up gains.

Bitcoin has increased by 30% since the onset of the U.S.-Iran conflict, closing the week above $82,000. Retail investors have added 23,000 BTC this month, while large holders, or 'whales,' have accumulated 140,000 BTC, reaching a two-year high. The low volatility in options suggests that significant market movements may be imminent.

Market attention is now focused on the Consumer Price Index (CPI) data set to be released on Tuesday. If the data exceeds expectations, it could raise concerns about potential interest rate hikes.

Tokenized gold products have seen a significant increase in trading activity, according to CoinGecko data. In the first quarter of 2026, these products generated $90.7 billion in spot trading volume, surpassing the total spot trading volume of $84.6 billion for all of 2025. This growth highlights the rising interest in tokenized assets as investors seek alternatives in the evolving financial landscape.

Nvidia CEO Jensen Huang addressed the 128th commencement ceremony at Carnegie Mellon University, stating that the traditional computing paradigm, which lasted approximately 60 years, has concluded. According to Odaily, Huang emphasized that AI is driving a shift from 'human-written software' to 'machine learning-generated capabilities.'

Huang noted that while certain tasks like programming and medical imaging analysis are becoming automated, AI primarily amplifies human abilities rather than simply replacing humans. He remarked, 'AI is unlikely to replace you, but someone who uses AI better than you might.'

Reflecting on Nvidia's early challenges, Huang recounted the company's near-bankruptcy due to issues with chip architecture delivery, which led them to request contract termination from Sega. Nvidia survived thanks to continued payments from Sega.

Huang concluded by stating that AI infrastructure development will be one of the largest technological infrastructure investments in human history, urging graduates to 'run, don't walk.'

French publicly traded company Capital B has successfully raised €15.2 million in funding. According to Foresight News, the financing round saw participation from Blockstream CEO Adam Back, TOBAM, and global institutional investors. The funds were raised through a private placement of shares, with no preferential subscription rights. Each share comes with four share subscription warrants (ABSA), priced at €0.66 each.

Bank of England Governor Andrew Bailey has expressed concerns that global standards for stablecoins might conflict with the United States as the market surpasses $317 billion. According to NS3.AI, Bailey emphasized that stablecoins could be integrated into global payment systems only if there are established international standards. He cautioned that certain stablecoins might pose challenges in converting to cash without the use of a crypto exchange, potentially leading to financial stability risks in cross-border transactions.

SUI experienced a significant 50% increase in value over the past week, driven by substantial staking activities and strategic collaborations. According to NS3.AI, SUI Group Holdings staked over 108 million tokens, valued at more than $143 million, contributing to the price rise from approximately $0.94 on May 4 to $1.41 by Sunday. Concurrently, trading volume surged from over $213 million to more than $2.5 billion.

Mysten Labs announced the upcoming rollout of zero-fee stablecoin transfers and reaffirmed plans for private transactions, enhancing the platform's appeal. Additionally, Paga Group has partnered with Sui to facilitate cross-border transfers and develop stablecoin products, further strengthening SUI's market position.

Indian Prime Minister Narendra Modi has urged citizens to reduce fuel consumption and revive work-from-home practices as the closure of the Strait of Hormuz tightens global oil supplies. According to BeInCrypto, Modi emphasized the importance of conserving petrol and diesel, increasing electric vehicle usage, and shifting freight transport to railways. He also called for postponing foreign travel and gold purchases, reducing cooking oil consumption, and cutting fertilizer use by up to 50%. These measures aim to mitigate the impact of the Iran-US conflict on India's economy.

South Korea's National Tax Service is investing $2.2 million in an artificial intelligence system aimed at monitoring cryptocurrency transactions to address tax evasion. According to NS3.AI, the system is anticipated to be operational by the end of 2026, integrating exchange records with blockchain data, including activities from non-custodial wallets. A survey conducted by the Financial Services Commission reveals that South Korea has over 11 million verified crypto investors, although the growth of tradable accounts has decelerated in the second half of 2024.

Blackstone's BCRED private credit fund has encountered redemption requests amounting to 7.9% of its equity in the first quarter of 2026. According to NS3.AI, this development has sparked concerns that mixed portfolios might liquidate crypto holdings. BCRED, which manages approximately $48 billion, received requests totaling around $3.7 billion. In March, the fund experienced a 0.4% monthly loss, marking its first monthly decline since September 2022. In response, Blackstone introduced a $400 million support package and increased the quarterly redemption limit from 5% to 7%.

Bitcoin spot ETFs attracted $623 million in net inflows last week, marking the sixth consecutive week of positive movement. According to NS3.AI, Ethereum spot ETFs also experienced growth, with $70.49 million added. BlackRock's ETHA was a significant contributor to Ethereum spot ETF inflows, bringing in $100 million.

XRP experienced a notable increase of 2.5% within 24 hours, surpassing the performance of Bitcoin and Ether. According to NS3.AI, the surge was particularly pronounced during the May 10 16:00–17:00 window, when trading volume peaked at 169 million. Following this, XRP reached a high of $1.5073 before retreating towards the breakout area.

Pavel Durov announced that the TON network has significantly reduced its fees by sixfold, bringing them close to zero. According to NS3.AI, Telegram is set to replace the TON Foundation as the primary driver of the network. Durov stated that Telegram will become the largest validator for TON and will concentrate on launching a new TON website, enhancing developer tools, and implementing performance upgrades within the next 2–3 weeks.

According to Odaily, Arkham has reported that trader CBB has deposited $2 million into the tradeXYZ platform for stock perpetual contract trading. Currently, CBB's largest position is a short position in MU valued at approximately $20 million, which is currently experiencing a floating loss of about $3 million. Data indicates that since the portfolio peaked 40 days ago, CBB0FE has accumulated losses totaling $14.49 million.

Bitcoin's adjusted Spent Output Profit Ratio (aSOPR) has returned to a structurally significant zone, according to ChainCatcher. Analyst Oro Crypto noted that the indicator has remained above 1 for nine consecutive days since May 1, indicating ongoing profitable selling in the market.

aSOPR measures whether spent Bitcoin is in profit or loss, with values above 1 suggesting profitable sales and values below 1 indicating losses. The current signal's persistence over nine days reduces noise interference, showing a substantial shift in market structure. A similar profitable sequence last occurred from October 19 to November 4, 2025, when Bitcoin also experienced consecutive days of profitable on-chain spending.

From a market structure perspective, this suggests Bitcoin is absorbing selling pressure from profit-taking without immediate price deterioration, demonstrating sufficient market absorption capacity. While this does not necessarily indicate a market frenzy, it shows a shift from a loss-making environment to one where participants consistently realize profits. As long as aSOPR remains above 1, the market structure remains constructive, with participants cashing in profits while maintaining absorption capacity. A sustained drop below the threshold of 1 would signal a return to loss-making transactions, weakening the current constructive signal.

Bitcoin is not only being sold in a profitable state again, but this process is also showing persistence. This persistence transforms aSOPR into a constructive signal reflecting internal market improvements, marking the most significant positive sequence since October to November 2025.

South Korean virtual asset exchanges have begun revealing fee discounts and coupon benefits for VIP customers, following standards set by DAXA. According to NS3.AI, DAXA has admitted to not maintaining records on how these VIP benefit disclosure standards were developed. This lack of documentation contradicts the intended purpose of demonstrating benefits for specific users and addressing any resulting concentration issues.

The upcoming week beginning May 11 is set to feature several significant events that could impact financial markets, according to CoinDesk. Investors and analysts will be closely monitoring developments across various sectors, including potential regulatory updates, earnings reports, and macroeconomic indicators. As the week unfolds, market participants will be assessing how these factors might influence asset prices and trading strategies. Stay tuned for detailed coverage and analysis of these events as they occur.

Indian jewelry stocks experienced a decline after Prime Minister Narendra Modi urged citizens to refrain from purchasing gold for at least a year. Bloomberg posted on X, highlighting the unexpected nature of this appeal in a nation where gold is integral to savings, weddings, and religious festivals. Modi's request comes as part of broader economic measures, aiming to stabilize the country's financial landscape. The appeal has sparked discussions among investors and the public, given the cultural and economic significance of gold in India.

According to the Financial Times, the UK's National Health Service (NHS) is set to grant Palantir, a data analytics company, unlimited access to patient data. This decision has sparked discussions about data privacy and security within the healthcare sector. The move is part of a broader initiative to enhance data-driven decision-making in the NHS, aiming to improve patient care and operational efficiency. However, concerns have been raised regarding the potential implications for patient privacy and data protection.

According to PANews, while there is no shortage of tools for issuing tokens in the market, there is a significant demand for talented developers who can design effective token mechanisms.

Hungary's newly appointed foreign minister has announced a shift in the country's approach to European Union policy, stating that Hungary will cease using its veto power as a tool for blackmail. Bloomberg posted on X, highlighting this significant change in Hungary's diplomatic stance. This move marks a departure from previous practices where Hungary frequently exercised its veto to influence EU decisions. The foreign minister emphasized a commitment to fostering more cooperative relations within the EU framework. This development is expected to impact Hungary's interactions with other EU member states, potentially leading to more harmonious policy negotiations and decision-making processes within the union.

Galaxy Digital has highlighted that seven Democratic members may play a crucial role in determining the advancement of the U.S. CLARITY Act during a Senate Banking Committee markup and vote scheduled for May 14. According to NS3.AI, the committee comprises 13 Republicans and 11 Democrats, and the bill requires a minimum of 60 votes to pass on the Senate floor.

Emerging Asian currencies experienced a downturn, with the Korean won and the Thai baht leading the losses. Bloomberg posted on X that this decline comes amid ongoing tensions in the Middle East, where talks to resolve the 10-week-long conflict between the U.S. and Iran have reached a stalemate. The prolonged geopolitical uncertainty has impacted investor sentiment, contributing to the depreciation of these currencies. Market analysts suggest that the lack of progress in diplomatic negotiations is likely to continue influencing currency markets in the region.

India's consumer inflation rate is anticipated to increase in April, according to a survey conducted by The Wall Street Journal involving ten economists. The median forecast suggests a rise from March's 3.4% to 3.85%. According to Jin10, analysts from Citi Research attribute the potential increase to unfavorable base effects in food inflation and strengthening core inflation momentum. Dhiraj Nim from ANZ Research noted in a report that oil price shocks and rising input cost pressures are likely to drive further acceleration in India's inflation rate in the coming months. The relevant data is scheduled for release on Tuesday.

Trader Chuan Mu reported a profit exceeding 29 million yuan from his investment in the China-Korea Semiconductor ETF after withdrawing his principal. According to NS3.AI, the ETF closed at its limit-up in the final trading session, with a trading volume of 6.9 billion yuan.