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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.

Storage-related stocks in the U.S. market showed strength during trading. According to Odaily, five stocks in the sector rose while one declined, with Micron Technology leading the gains.

Micron Technology (MU.US) saw a peak increase of 9.62% and is currently up 5.78%, trading at $790 with a trading volume of $11.427 billion.

Western Digital (WDC.US) experienced a peak rise of 6.45% and is now up 4.5%, priced at $501.61 with a trading volume of $578 million.

Seagate Technology (STX.US) reached a peak increase of 5.28% and is currently up 3.62%, trading at $811 with a trading volume of $522 million.

XRP broke through the $1.45 resistance level that had capped the token's rallies for weeks, surging 2.5% and outperforming both Bitcoin and Ether in the process. The breakout came on one of the largest volume spikes seen in weeks — a sign that larger players rather than retail traders were behind the move — before profit-taking emerged near the psychologically significant $1.50 level and pulled price back toward the breakout zone.
What happened: a fast, volume-driven breakout
XRP climbed from $1.4176 to a session high of $1.5073 over the 24-hour period, trading within a 6.5% range. The decisive moment came during the 16:00 to 17:00 UTC window on May 10, when volume surged above 169 million units and price pushed cleanly through the $1.4450 level that had repeatedly rejected upside attempts since April.
The volume signature matters. When a breakout through long-standing resistance arrives on a sudden, concentrated volume spike rather than a gradual build, it typically indicates institutional or large-account positioning rather than retail momentum chasing. That kind of participation tends to produce more durable breakouts — though it does not guarantee the move holds on the first attempt.
XRP reached a session high of $1.5073 before sellers stepped in near the $1.50 psychological level, triggering short-term profit-taking that pulled price back toward the $1.45 breakout zone. Despite the pullback, XRP closed the session holding above the prior resistance area — a constructive sign that keeps the broader bullish structure intact.
Why $1.45 breaking matters
The $1.45 level had rejected every significant rally attempt since April, making it the clearest line of supply in XRP's recent price structure. Each failed breakout attempt at that level depleted some of the selling interest sitting there — a process that typically precedes a genuine breakout when volume finally arrives to absorb the remaining supply.
Traders had been tracking XRP's tightening range for days ahead of the move. Multiple analysts had flagged bull flag and triangle formations building beneath resistance, and thin liquidity conditions across major exchanges had raised expectations that any confirmed breakout would produce exaggerated moves. That is largely what occurred — the breakout accelerated quickly once the $1.45 ceiling gave way, and the pullback from $1.5073 was similarly sharp.
Key levels: where the trade stands now
The $1.44 to $1.45 zone is now the critical support area to watch. As long as XRP holds above that band, the breakout structure remains technically valid and the bullish case stays intact. A sustained move back above $1.50 — clearing the level that prompted Friday's profit-taking — would shift near-term focus toward $1.56, a level several analysts have identified as the next meaningful resistance on the way higher.
Beyond $1.56, the broader target that has appeared consistently in analyst commentary sits in the $1.80 area, tied to the bull flag and falling wedge formations that have been building on higher timeframes.
The downside scenario is equally clear. A failure back below $1.44 would invalidate the breakout and raise the probability of a retracement toward the $1.38 to $1.40 range — the prior consolidation zone XRP spent weeks building before Friday's move.
The bigger picture
XRP's breakout arrives in a broader market context that is increasingly supportive for altcoins. Bitcoin has been holding above $80,000, the Senate is scheduled to vote on the CLARITY Act this week — described by analysts as the most significant crypto legislation in years — and risk appetite across financial markets has been elevated following a strong jobs report and record equity highs. XRP specifically has benefited from continued ETF inflow interest and thinning order-book liquidity that amplifies directional moves.
Whether Friday's breakout marks the beginning of a sustained move toward $1.56 and beyond, or resolves as a false break that gets reclaimed below $1.44, will likely be determined by whether the volume that drove the initial move returns to defend the breakout zone in the sessions ahead.

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.

Zcash mining has proven to be significantly more profitable than Bitcoin mining in terms of power efficiency. According to NS3.AI, the efficiency of Zcash mining is more than four times that of Bitcoin. Additionally, the Zcash network hashrate has experienced a substantial increase, doubling since September of last year.

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.

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.

Benchmark analyst Cody Acree has reiterated a strong buy rating for Nvidia, projecting that the stock could increase from approximately $215 to $250. According to NS3.AI, Nvidia shares have risen nearly 14% year-to-date, with the majority of the gains occurring in the second quarter.

MoonPay has acquired AI trading startup Dawn Labs and introduced an AI trading assistant named Dawn CLI, aimed at enhancing predictive market strategies. According to ChainCatcher, this new tool allows users to generate and execute automated crypto trading strategies using natural language commands, initially integrating with Polymarket.

Dawn CLI is designed to streamline the process of strategy description, code generation, and trade execution into a single interface, thereby lowering the barriers to quantitative and automated trading. Neeraj Prasad, founder of Dawn Labs and now Chief Engineer at MoonPay Labs, emphasized that users do not need a background in development or quantitative analysis; they can simply describe their strategies in natural language for the system to execute.

MoonPay CEO Ivan Soto-Wright highlighted that the AI Agent's capability to autonomously develop and execute complex trading strategies is a crucial part of MoonPay's next phase in AI financial infrastructure. Previously, MoonPay has launched an AI Agent stablecoin payment card, an open-source AI wallet standard, and acquired crypto key management company Sodot.

Bitcoin's peer-to-peer network has experienced a significant increase in daily unique IP and IP-like addresses, reaching approximately 250,000 in unsolicited ADDR messages. According to NS3.AI, this marks a substantial rise from the usual range of 30,000 to 60,000 observed over the past eight years. Jameson Lopp, a prominent figure in the cryptocurrency community, suggested that this surge might indicate fake node addresses and potential preparation for a sybil attack. However, the exact cause of this increase remains unresolved. Possible explanations include IP rotation or a genuine rise in node activity.

Ondo Finance has announced that its tokenized stocks and ETFs can now be transferred cross-chain from BNB Chain and Ethereum to Hyperliquid's HyperEVM using the Ondo Bridge, supported by LayerZero. According to Foresight News, the supported assets include SPYon, NVDAon, TSLAon, QQQon, GOOGLon, CRCLon, among others, totaling 35 options. Users on Hyperliquid can combine tokenized spot positions with perpetual contract positions to execute basis trading, funding rate arbitrage, and delta-neutral strategies. Protocols such as Felix and Melt have already integrated this feature.

EmberCN data reveals contrasting financial outcomes for Strategy and Bitmine in the cryptocurrency market. According to NS3.AI, Strategy has reported approximately $4.54 billion in unrealized Bitcoin profit, while Bitmine faces about $6.297 billion in unrealized Ethereum loss. Strategy's holdings include 818,869 BTC, acquired at an average price of $75,540. In contrast, Bitmine possesses 5,206,790 ETH, purchased at an average price of $3,539.

According to CoinMarketCap data, the global cryptocurrency market cap now stands at $2.7T, up by 0.2% over the last 24 hours.Bitcoin (BTC) traded between $80,280 and $82,479 over the past 24 hours. As of 11:00 (UTC) today, BTC is trading at $80,919, up by 0.12%.Most major cryptocurrencies by market cap are trading mixed. Market outperformers include OSMO, SAGA, and MOVE, up by 131%, 18%, and 12%, respectively.Bitcoin Surges to $82K as Trump Rejects Iran Deal and Confirms Beijing Summit — The Most Consequential Week of 2026 BeginsBitcoin cleared $82,000 on a short squeeze triggered by Trump's Iran rejection, then held the level as China confirmed a May 13–15 state visit — setting up a week of simultaneous catalysts: CPI and PPI inflation prints, the Trump-Xi summit on trade and Hormuz, a Senate vote on Warsh's Fed confirmation, and the CLARITY Act markup that could be the most significant crypto legislation in years.Beneath the bullish price action, US consumer sentiment just hit an all-time survey low of 48.2 — even as the Nasdaq hit records and Bitcoin posted its best April in a year — a widening Wall Street-vs-Main Street divide that may be the most important macro tension of the second half of 2026.China Sets May 13-15 Dates for Trump State VisitKey Takeaways:China confirmed Trump will make a state visit to Beijing from May 13–15 — the first US presidential trip to China in nearly a decadeKey agenda items: Iran and the Strait of Hormuz reopening, extension of the October trade truce covering rare earth exports, and TaiwanA US business delegation including Blackstone CEO Steve Schwarzman and Citigroup CEO Jane Fraser is expected to accompany Trump, with commercial deals anticipatedThe summit had been delayed once due to the Iran war — its confirmation signals both sides see the diplomatic window as viableSummary:The Trump-Xi summit is the week's most consequential geopolitical event for markets. A Hormuz resolution requires Iranian cooperation, and China — as Iran's largest oil customer — holds significant influence over Tehran's calculus. Any signal that Beijing is actively pressuring Iran toward a deal would be a major positive catalyst for oil prices and risk assets. The rare earth trade truce extension matters separately: rare earth export restrictions have been a direct threat to the AI infrastructure buildout driving Nasdaq and Bitcoin higher, and any progress there removes a structural supply-chain risk from the market's biggest growth narrative.Binance Releases May Proof of Reserve Update, BTC Reserve Ratio Reaches 100.22%Key Takeaways:As of May 1, Binance's BTC reserve ratio stood at 100.22% — wallet balance of 608,067.979 BTC against user net balance of 606,742.388 BTCETH reserve ratio: 100% (3,762,328.82 ETH held vs 3,762,321.834 ETH in user balances)USDT reserve ratio: 104.27%; BNB reserve ratio: 101.68% — all major assets fully or over-collateralizedSummary:Binance's May proof of reserve update shows all major assets at or above 100% collateralization — a clean bill of health that matters most in the context of the exchange's dominant $149B reserve position confirmed in April's CoinMarketCap report. With proof-of-reserve transparency increasingly a baseline institutional expectation post-FTX, consistent monthly disclosures above 100% are a structural trust signal that reinforces Binance's position as the default venue for institutional-scale activity.Key Macro Events and Market Focus This WeekKey Takeaways:US CPI (Monday) and PPI (Tuesday) are the week's defining inflation prints — softer readings could push real yields lower and provide a structural tailwind for crypto; hotter readings reinforce the Fed's holdTrump-Xi Beijing summit (May 13–15) covers tariffs, rare earths, and the Middle East — markets will watch for any concrete Hormuz or trade truce progressSenate Banking Committee CLARITY Act markup (Thursday) could be the most significant piece of US crypto legislation to advance in years, addressing how digital assets are classified and regulatedBitcoin is holding above $80,000 with volatility near yearly lows and the VIX around 18; $84,000 is identified as the next key resistance levelDespite last week's ETF outflows, Bitcoin's range-bound behavior above $80K signals consolidation rather than distributionSummary:No week in 2026 has packed this many simultaneous market-moving catalysts into five trading days. CPI and PPI set the Fed tone; the Beijing summit sets the geopolitical tone; and the CLARITY Act markup sets the regulatory tone — all within 72 hours of each other. Bitcoin above $80K with low volatility heading into this convergence is the most favorable possible starting position: it means the market isn't pricing in perfection, which leaves room for upside surprises without the risk of a crowded-trade unwind if one catalyst disappoints.Bitcoin and Nasdaq Hit Record Highs While US Consumer Sentiment Crashes to All-Time LowsKey Takeaways:University of Michigan consumer sentiment hit a preliminary record low of 48.2 in May — down 7.7% year-on-year — even as the Nasdaq climbed 22% to 23,235 and Bitcoin rose ~18% since AprilOne-third of survey respondents cited surging gas prices as their biggest concern; another third pointed to tariffs — inflation and cost-of-living pressures are dominating household sentiment~30% of American adults own crypto; ~62% have owned stocks — but paper gains feel abstract against daily energy and grocery cost increasesBitcoin's institutionalization via ETFs has tightened its correlation with the Nasdaq, meaning it now moves with professional capital allocation cycles rather than retail sentimentBank of America now forecasts no Fed rate cuts until H2 2027 — removing a traditional support mechanism for risk assets if consumer weakness eventually hits corporate earningsSummary:The record consumer sentiment low alongside record equity and crypto highs is the defining macro paradox of 2026. The explanation is structural: Bitcoin's ETF-driven institutionalization has decoupled its price from retail sentiment and tied it to professional capital allocation cycles instead — the same AI and tech earnings boom driving the Nasdaq is driving BTC. The risk is the transmission lag: consumer spending is 70% of US GDP, and a consumer this pessimistic eventually pulls back enough to drag corporate earnings lower. When that happens, the institutional capital that bid up both the Nasdaq and Bitcoin will rotate out of risk simultaneously. The question is timing — and Bank of America's H2 2027 rate cut forecast suggests the Fed won't provide a buffer when it does.Bitcoin Surges Past $82,000 After Trump Rejects Iran Peace Deal — Senate Votes This Week Could Push HigherKey Takeaways:Bitcoin fell from $81,430 to $80,520 within 45 minutes of Trump posting "TOTALLY UNACCEPTABLE" in response to Iran's counteroffer — then surged 2.3% to $82,347 within three hoursThe whipsaw triggered a short squeeze: nearly $64M in short positions liquidated in the four hours following Trump's post, adding mechanical fuel to the rallyOil rose 4.6% to $98.7/bbl on Trump's rejection; S&P 500 futures rose a more modest 0.13%Bitcoin is up 29.7% since the war began on February 28 — outperforming both the S&P 500 and gold over that periodSenate vote on Warsh's Fed confirmation Monday and CLARITY Act Banking Committee markup Thursday are the week's two most significant crypto-adjacent legislative catalysts10x Research CEO Markus Thielen: "Both events lean bullish for Bitcoin — regulatory clarity reduces institutional friction, and a smooth Fed transition avoids policy uncertainty"Summary:The Iran rejection-to-short-squeeze sequence is now a repeating pattern — every failed peace signal triggers a dip, every recovery triggers a squeeze, and Bitcoin ends up higher each time. The more important story is the 29.7% gain since the war began: Bitcoin has quietly outperformed gold as a geopolitical hedge over the same period that the conflict has been the primary macro headwind for risk assets. This week's Senate votes on Warsh and the CLARITY Act add legislative momentum to an already constructive setup — if both pass cleanly, Bitcoin gets simultaneous monetary policy certainty and regulatory clarity for the first time this cycle. Market movers:ETH: $2336 (+0.30%)BNB: $652.4 (+0.21%)XRP: $1.4516 (+1.81%)SOL: $95.24 (+0.77%)TRX: $0.3508 (+0.37%)DOGE: $0.10989 (+1.00%)WBTC: $80709.17 (+0.11%)U: $1 (+0.00%)ADA: $0.2776 (+1.91%)XAUT: $4655.73 (-1.16%)

Strategy has made its smallest Bitcoin purchase of 2026, acquiring just 535 BTC between May 5 and May 11, according to BeInCrypto. This $43 million transaction brings the company's total holdings to 818,869 BTC at a blended cost of $75,540 per coin. The firm's BTC Yield, a per-share Bitcoin growth metric, remains at 9.4% year-to-date. This recent purchase marks a significant deceleration from previous weeks, where Strategy bought 34,164 BTC in mid-April. The company is transitioning from accumulation to active management, with potential Bitcoin sales to fund dividends and manage taxes. Shares fell 3% following CEO Phong Le and Michael Saylor's disclosure of possible sales, indicating a shift from Saylor's previous stance against selling.

OpenAI has announced plans to acquire the consulting firm TOMORO to establish a private equity joint venture. According to Jin10, this strategic move aims to expand OpenAI's influence in the financial sector by leveraging TOMORO's expertise. The acquisition is expected to enhance OpenAI's capabilities in providing AI-driven solutions to private equity firms, marking a significant step in its business diversification efforts.

OpenAI has announced a collaboration with TPG and Brookfield to establish a new joint venture aimed at advancing artificial intelligence applications. According to Jin10, this partnership seeks to leverage the strengths of each organization to drive innovation and expand the use of AI technologies across various sectors. The joint venture is expected to focus on developing cutting-edge AI solutions that can be integrated into different industries, enhancing efficiency and productivity. This move marks a significant step in OpenAI's strategy to broaden its impact and foster the adoption of AI on a global scale.

U.S. White House National Economic Council Director Hassett stated that the core inflation rate has averaged 2.6% over the past six months. According to Jin10, this figure reflects the economic conditions and inflationary pressures experienced in the United States during this period.

According to Whale Alert, a significant transaction occurred as 1 billion USDT was minted at the Tether Treasury. This development is noteworthy in the cryptocurrency market, as such large-scale minting activities can influence market liquidity and trading dynamics. According to NS3.AI, the minting of USDT, a widely used stablecoin, often signals potential shifts in market sentiment or upcoming trading activities. Market participants will be closely monitoring the impact of this minting on the broader crypto market.

Sharplink Gaming announced that it held 872,984 ETH as of the first quarter of this year and has not sold any of it. According to NS3.AI, the company attributed a net loss of $685.6 million to the decline in ETH's price. Previously, Sharplink stated its intention to establish a $125 million DeFi fund in collaboration with Galaxy.

BNY Mellon has announced plans to introduce a compliant institutional-grade digital asset custody service at the Abu Dhabi Global Market (ADGM). According to Odaily, this initiative aims to position Abu Dhabi as a global hub for digital finance by offering secure and scalable digital asset custody solutions to institutional clients. Initially, the service will support the custody of Bitcoin and Ethereum, with future expansions to include stablecoins, tokenized real-world assets (RWA), and other regulated digital financial products. The project is pending final agreement and regulatory approval.

BitMine has increased its Ethereum holdings by approximately 26,790 ETH last week. According to Foresight News, as of May 10, 2026, BitMine's total Ethereum holdings reached 5,206,790 ETH, representing about 4.31% of the total Ethereum supply. The total value of BitMine's cryptocurrency, cash, and other investment assets is approximately $13.4 billion. This includes $775 million in cash, 201 Bitcoin, $200 million in equity assets of Beast Industries, and an $88 million investment in Eightco Holdings (ORBS). Additionally, BitMine has staked 4,712,917 ETH, which accounts for over 90% of its total holdings, valued at approximately $11.1 billion, with an annualized staking yield of about $319 million.

SoftBank CEO Masayoshi Son has reportedly engaged in discussions with French President Emmanuel Macron regarding an ambitious AI data center project in France. According to Odaily, the plans for this project may be announced in the coming weeks, with SoftBank considering a multi-billion dollar investment in the country. Sources indicate that Son had previously suggested the possibility of investing up to $100 billion in France. However, if resources are allocated to other projects, the actual investment could be significantly lower.

The concept for this AI project was initially proposed by Macron during a recent meeting with Son in Tokyo. The outcomes of these discussions could be revealed as early as this month. Sources also noted that while Son often receives similar investment proposals from corporate executives, the direct involvement of a head of state in this case has piqued his interest, prompting a serious evaluation of the project.

Binance Wallet announced on X that its 'Signals' feature has undergone a comprehensive upgrade, introducing a new backtesting system. This enhancement allows users to customize token filters, backtest historical performance, and create personalized alpha signals. Users can now import their Meme Rush filters with a single click or utilize strategy templates to expedite the setup process.

The upgrade includes a launch bonus, offering users an additional 15 backtest credits per day for the next two weeks. This initiative aims to provide users with enhanced tools for analyzing and strategizing their cryptocurrency investments. The new system is designed to facilitate a more tailored and efficient approach to managing digital assets, enabling users to refine their strategies based on historical data and performance metrics.

SharpLink, a Nasdaq-listed company, has released its financial results for the first quarter ending March 31, 2026, highlighting the expansion of its Ethereum (ETH) treasury strategy. According to Odaily, the company is transitioning from basic staking to broader on-chain yield management.

The financial report indicates a substantial year-over-year revenue increase to $12.1 million, primarily driven by its active ETH management strategy. During the same period, SG&A expenses rose to $9.9 million, reflecting investments in expanding institutional-grade ETH asset management infrastructure. Due to accounting standards, the company reported a net loss of $686 million for the quarter, largely attributed to $507 million in unrealized ETH losses and a $192 million impairment of LsETH. SharpLink emphasized that these are non-cash accounting losses and do not represent realized economic losses or a reduction in ETH holdings.

As of the end of March, SharpLink held approximately 870,800 ETH, which increased to 873,000 ETH by May, with the GAAP-valued crypto assets totaling around $1.7 billion. Since the initiation of the ETH treasury strategy in June 2025, the ETH Concentration metric has risen from 2.0 to 4.02, with cumulative staking and on-chain yields generating about 18,800 ETH.

SharpLink CEO Joseph Chalom stated that the company's goal is to enhance ETH capital productivity through institutional-grade on-chain strategies, aiming for cross-cycle shareholder value growth. The company has internalized most of its ETH management capabilities and shifted from single staking returns to a multi-strategy yield system, including DeFi, to improve risk-adjusted returns.

Tether has issued 1 billion USDT on the Tron network, according to BlockBeats On-chain Detection. This issuance occurred just four minutes prior to the report. The move is part of Tether's ongoing efforts to manage liquidity across various blockchain networks.

Circle has announced the launch of Circle Agent Stack, providing infrastructure support for the AI agent economy. According to Foresight News, the initial products include Circle CLI, a command-line interface for developers and AI agents to manage wallets and payment strategies; Nanopayments, powered by Circle Gateway, enabling gas-free USDC micropayments as small as $0.000001 between machines; Agent Wallets, which allow AI agents to autonomously hold and manage funds within preset permissions using permissionless strategy wallets; and Agent Marketplace, a service directory for humans and AI agents to browse, integrate, and programmatically pay for services. These products are now available on agents.circle.com.

Corpay has announced a partnership with BVNK to integrate stablecoin wallet and payment functionalities into its platform, which serves over 800,000 corporate clients. According to NS3.AI, Corpay processes $12 billion in business payments monthly. This collaboration will enable customers to store, convert, and send stablecoins, with their balances displayed alongside fiat currency balances.

Binance Blog published a new article, highlighting the company's strategic deployment of AI technologies to combat the increasing threat of AI-powered scams and exploits. This initiative aims to protect users and their funds from fraudulent activities, which have been accelerating due to advancements in AI technology. From the first quarter of 2025 to the first quarter of 2026, Binance successfully blocked $10.53 billion in fraud, safeguarding over 5.4 million users.

The article details how Binance has implemented over 24 AI initiatives and more than 100 models to intercept scams and phishing attempts, thereby protecting approximately $1.98 billion in user funds in the first quarter of 2026 alone. The company emphasizes the importance of user education alongside technological defenses, as the barrier to entry for scam perpetrators continues to fall. AI has made it easier for individuals to execute scams at scale, with smart contract exploits costing as little as $1.22 per contract and achieving a 72.2% success rate. These attacks are increasingly targeting individuals through social engineering tactics, such as deepfakes and voice cloning.

Binance's response includes strengthening its defenses with AI-driven initiatives that enhance fraud controls and reduce card fraud rates by 60–70% compared to industry benchmarks. The company's KYC systems have evolved to counter sophisticated deepfakes and synthetic identities, achieving significant operational efficiency gains. Binance Ai Pro introduces a controlled operating environment to minimize risk exposure, segregating funds managed by AI agents from main user accounts and restricting permissions to trading activities only.

User education remains a critical component of Binance's strategy, with account takeover education initiatives reaching over 179,000 users in the first quarter of 2026. These efforts have contributed to the interception of 22.9 million scam and phishing attempts, preventing $10.53 billion in user losses from the beginning of 2025 through the first quarter of 2026. Binance has also blacklisted over 36,000 malicious addresses and issued more than 9,600 real-time warnings daily.

Despite strong preventive measures, some incidents may still occur due to the irreversible nature of blockchain transactions. In 2025, Binance assisted in recovering $12.8 million across 48,000 cases and worked with global authorities to confiscate $131 million in illicit funds. This approach reflects Binance's commitment to not only prevention but also response and recovery when necessary.

The article concludes by emphasizing the transformative role of AI in both enabling and combating security threats. Binance is dedicated to evolving its security measures to keep pace with these intelligent threats, ensuring comprehensive protection for its users through AI deployment, real-time monitoring, and secure-by-design architecture.

Ronin is set to execute a hard fork on May 12, transitioning to an Ethereum layer 2 solution. According to NS3.AI, this migration will occur at block 55,577,490 and is expected to result in approximately 10 hours of downtime. During this period, transfers, swaps, smart contract interactions, and games will be temporarily halted.

The upgrade aims to significantly reduce RON inflation from over 20% to below 1%. Additionally, 90 million RON, which was initially allocated for staking rewards, will be redirected into the treasury as part of the transition strategy.

Michael Saylor announced on the X platform that Strategy has purchased 535 BTC for approximately $43 million, with an average price of around $80,340. According to Odaily, the BTC return rate since early 2026 has reached 9.4%. As of May 10, 2026, Strategy holds 818,869 BTC, with a total acquisition cost of about $61.86 billion, averaging approximately $75,540 per BTC.

Galaxy and Ethereum treasury company Sharplink have announced plans to launch the 'Galaxy Sharplink Onchain Yield Fund' with a total size of $125 million. According to Foresight News, the fund is expected to be officially launched in the coming weeks. Of the total, $100 million will come from Sharplink's Ethereum treasury, while Galaxy will contribute $25 million. Galaxy will serve as the exclusive manager of the fund, responsible for protocol selection, position management, and risk control. The fund will primarily focus on active DeFi strategies such as lending and liquidity provision, aiming for an annualized return of over 10%. Currently, Sharplink holds $2.1 billion in Ethereum, all of which is staked, and has generated $44.6 million in revenue since its establishment in June 2025.

Florida has initiated a criminal investigation into OpenAI following allegations from families of victims of the Florida State University shooting. They claim that ChatGPT provided guidance to Phoenix Ikner before the April 2025 attack, which resulted in two deaths and six injuries. According to NS3.AI, the Florida Attorney General's Office has issued subpoenas to determine if OpenAI's conduct could be considered as aiding a crime. OpenAI has responded by stating that ChatGPT only provided publicly available information and did not promote illegal activities.

Tether has announced a new developer grant program aimed at those developing on its open-source technology stack. According to Foresight News, the program offers rewards ranging from $1,500 to $4,000 per task, payable in USDT or Bitcoin. The initiative covers five key areas: the local-first AI platform QVAC, the mobile operating system MOS, the Wallet Development Kit (WDK), the core library of Pears, and areas such as technical documentation, application development, decentralized and edge AI research, tool integration, and open standards.

The WDK is Tether's open-source wallet development framework, enabling developers to integrate self-custody wallets into applications. It supports local key generation, transaction signing, and asset transfers without relying on custodial services or third-party APIs.

Social media giant Kuaishou is planning to spin off its AI video generation business, Kling AI, and aims to secure independent financing before an IPO next year. According to Odaily, Kuaishou has initiated pre-IPO financing discussions with potential investors, with Kling AI's valuation potentially reaching $20 billion. Kling AI focuses on developing AI video generation models and is currently competing with similar products from ByteDance, Google, and Alibaba.