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Metaplanet, a Japanese Bitcoin treasury company, is advancing the listing process for its preferred shares, according to Foresight News. This will mark the seventh preferred stock in the Japanese market and the first perpetual preferred stock. The listing review will assess the company's dividend capabilities across various market conditions, considering Bitcoin revenue performance over the past six quarters.

Metaplanet plans to increase dividend distribution frequency post-listing, potentially moving to monthly payments. The company is currently collaborating with partners to enhance infrastructure, ensuring compliance with Japanese regulatory and market practices. Despite the listing process taking longer than anticipated, Metaplanet emphasizes the importance of this endeavor, believing that reliable operating cash flow and a long-term growth strategy can effectively address the yield shortfall in Japan's capital markets.

Bitcoin is encountering resistance around the $82,000 mark, as indicated by the convergence of the upper Bollinger Band at $82,970 and the 200-day moving average at $82,278. According to NS3.AI, BTC/USD has managed to close above the 20-week moving average for four consecutive weeks, suggesting a potential shift in market dynamics.

Metaplanet, a Japanese Bitcoin treasury company, has announced its financial results for the first quarter of the 2026 fiscal year. According to Foresight News, the company reported a revenue of 30.8 billion yen, marking a 251.1% increase compared to the previous year. Operating profit reached 22.67 billion yen, up by 282.5%. However, the company faced a recurring loss of 114.928 billion yen, primarily due to accounting impairments from the decline in Bitcoin prices.

As of March 31, 2026, Metaplanet held 40,177 BTC, with a fully diluted per-share BTC holding increasing by 2.8% from the end of 2025. The company stated that as of May 12, 2026, the market value of its BTC holdings was approximately 514 billion yen, representing about 87% of the total BTC holdings among Japanese listed companies.

Metaplanet has maintained its full-year guidance for the 2026 fiscal year, projecting annual revenue of 160 billion yen, a 79.7% increase year-on-year, and an annual operating profit of 114 billion yen, reflecting an 81.3% growth.

Michael Saylor has projected that Bitcoin could experience an average annual growth of 30% over the next 20 years. According to NS3.AI, Saylor also revealed plans to introduce a Bitcoin capital gains fund. Additionally, he mentioned that Strategy intends to purchase 10 to 20 more BTC for every 1 BTC sold.

Saudi Arabia's Gulf International Bank (UK), owned by the Saudi government, has increased its holdings in the Bitcoin treasury company, MicroStrategy (MSTR). According to Odaily, the bank's total shares in MicroStrategy have risen to 20,207, valued at $3.76 million.

Michael Terpin has announced that he is shorting Bitcoin, anticipating a potential decline in its value. According to NS3.AI, Terpin estimates a 2-to-1 likelihood that Bitcoin's price will decrease in the near future. He projects that Bitcoin could drop to a range of $48,000 to $57,000 by October of this year. Despite this short-term outlook, Terpin maintains a long-term target for Bitcoin to reach $1 million by 2033.

Norway's largest pension fund, KLP, has increased its holdings in Bitcoin treasury company Strategy to 104,700 shares, valued at $20.5 million. According to Odaily, this move reflects KLP's growing interest in the cryptocurrency sector.

Charles Schwab has announced that its Schwab Crypto accounts are now being gradually opened to retail clients. According to PANews, starting today, the initial group of clients can trade Bitcoin and Ethereum alongside other investment products through Schwab.

Michael Saylor highlighted Bitcoin's 30–40% volatility as a strategic advantage for Strategy, allowing the company to differentiate between MSTR equity upside and STRC credit-like yield. According to NS3.AI, during the Consensus 2026 event in Miami, Saylor explained that STRC absorbs the initial 11% of Bitcoin's volatility, with the remaining fluctuations impacting MSTR equity.

Bitcoin has rebounded, surpassing the 81,000 USDT mark, according to Odaily. It is currently trading at 81,013.4 USDT, with the 24-hour decline narrowing to 0.42%.

On May 13, 2026, 01:21 AM(UTC). According to Binance Market Data, Bitcoin has crossed the 81,000 USDT benchmark and is now trading at 81,085.671875 USDT, with a narrowed narrowed 0.31% decrease in 24 hours.

MARA Holdings has sold 20,880 BTC for approximately $1.5 billion in the first quarter of this year. According to NS3.AI, the company allocated around $1 billion of the proceeds to repay convertible bonds, effectively reducing its debt from approximately $3.3 billion to $2.3 billion. Additionally, MARA Holdings announced plans to use the remaining funds for the acquisition of Long Ridge Energy, a 505 MW power plant operator based in Ohio.

Citigroup has increased its investment in Strategy, formerly known as MicroStrategy, to approximately $138 million. According to NS3.AI, Citigroup, a leading U.S. bank, has shown confidence in Strategy, a company known for its significant Bitcoin holdings.

Square has auto-enrolled approximately 1 million U.S. merchants to accept Bitcoin payments, leveraging the Lightning Network. According to NS3.AI, this feature allows customers to pay in Bitcoin while merchants receive U.S. dollars by default. Sellers have the option to opt out of this payment method. The rollout began on March 30, aiming to streamline cryptocurrency transactions for businesses.

On May 12, 2026, 16:47 PM(UTC). According to Binance Market Data, Bitcoin has dropped below 80,000 USDT and is now trading at 79,925.15625 USDT, with a narrowed 2.09% decrease in 24 hours.

U.S. core Consumer Price Index (CPI) increased by 0.4% in April, surpassing the anticipated 0.3% rise. According to NS3.AI, the core CPI climbed 2.8% compared to the previous year, exceeding the expected 2.7%. The headline CPI rose by 3.8%, outpacing the forecast of 3.7% and marking the fastest increase since May 2023. Meanwhile, Bitcoin was trading close to $80,500. The CME FedWatch tool indicated that markets are pricing in more than a 35% probability of one or more Federal Reserve interest rate hikes this year, as the Nasdaq experienced a 1.3% decline.

Arthur Hayes has highlighted the global AI arms race as a catalyst for increasing fiat credit, positioning Bitcoin as the primary beneficiary. According to NS3.AI, Hayes noted that Bitcoin reached a low near $60,000 earlier this year and expressed confidence in its potential to rebound to $126,000.

Delphi Digital has released a report titled 'How Far Can Saylor Stretch It,' focusing on the sustainability of Strategy's current Bitcoin acquisition model. According to Foresight News, the report highlights that Strategy's early ability to consistently increase its Bitcoin holdings was largely due to MSTR's stock price remaining above the company's Bitcoin net asset value (mNAV), allowing for 'per-share Bitcoin holding growth' through stock issuance. However, MSTR's EV-based mNAV has now decreased to approximately 1.24 times, indicating a reduced profit margin for further financing through common stock issuance, nearing a breakeven point.

The report also notes that Strategy has heavily relied on convertible bond financing in the past. While low-interest convertible bonds facilitated rapid expansion, the company still has approximately $8.2 billion in principal debt, with significant repayment periods beginning in September 2027. Currently, the real support for continued Bitcoin purchases comes from the STRC (Strategy Preferred) financing structure, which targets yield-oriented investors with an annualized 11.5% dividend yield paid monthly. This allows the company to continue buying Bitcoin without adding convertible bond maturity pressure. However, Delphi points out that this model incurs 'continuously growing fixed-income liabilities.' Each STRC financing increases Bitcoin reserves but also adds future dividend payment obligations.

The report warns that if Bitcoin prices continue to rise and MSTR premiums remain high, the structure can operate effectively. However, if Bitcoin prices stagnate, dividend liabilities will accumulate, and common stock financing efficiency will decline. Strategy currently has $2.25 billion in cash reserves, sufficient to cover the $1 billion convertible bond repurchase pressure in 2027, but the larger debt wall in 2028 still needs addressing. Delphi also notes that the current authorized financing limit for STRC is $28.3 billion. Once this limit is reached and cannot be expanded, Strategy's ability to offset dividend dilution through 'continuous Bitcoin purchasing' may significantly weaken or even cease.

According to CoinMarketCap data, the global cryptocurrency market cap now stands at $2.68T, down by 0.8% over the last 24 hours.Bitcoin (BTC) traded between $80,463 and $82,137 over the past 24 hours. As of 14:00 AM (UTC) today, BTC is trading at $80,739, down by 0.48%.Most major cryptocurrencies by market cap are trading mixed. Market outperformers include SAGA, GTC, and RIF, up by 52%, 35%, and 27%, respectively.Hot CPI Kills Rate Cut Hopes and Sends Bitcoin to $80,600 — Iran Ceasefire Holds, ETH/BTC Hits 10-Month Low, and GameStop Bids $56B for eBayApril CPI came in hotter than expected on every measure — 3.8% headline, 2.8% core — closing the door on Fed cuts through 2026 and sending Bitcoin down 1.2% to $80,600 as Treasury yields jumped and stock futures fell. The inflation print lands as Kevin Warsh prepares to take the Fed chair role this week, setting a hawkish tone from day one of his tenure.Despite the macro headwind, the Iran ceasefire is holding per the Defense Secretary, ETH/BTC dropped to a 10-month low signaling selective rather than broad-based risk appetite, and GameStop's $56B eBay bid adds an unexpected corporate drama to an already crowded week.Adjusted U.S. April CPI Falls to 0.6%, Meeting Market ExpectationsKey Takeaways:The seasonally adjusted US April CPI came in at 0.6% — the lowest reading since February and in line with market expectationsThe adjusted figure provides a slightly more measured read of underlying price pressures relative to the unadjusted headline beatSummary:The seasonally adjusted CPI meeting expectations at 0.6% offers a modest counterpoint to the headline beat — suggesting that some of April's inflation acceleration reflects seasonal factors rather than a pure underlying trend shift. For markets, this distinction matters at the margin: it gives Fed officials a data point to reference if they want to avoid sounding alarmist about the print while still justifying the hold. It doesn't change the rate cut calculus materially, but it does reduce the probability that the Fed shifts its language toward outright hawkishness rather than maintaining a neutral hold posture at June's meeting.U.S. Defense Secretary Affirms Iran Ceasefire Agreement Amid TensionsKey Takeaways:Defense Secretary Hegseth confirmed the US-Iran ceasefire agreement remains effective despite recent exchanges of fire and escalatory incidentsHegseth emphasized that any negotiations with Iran will proceed strictly under US terms — signaling Washington's firm stance on the diplomatic frameworkThe confirmation comes after Iranian tanker attacks near Hormuz and Trump's rejection of Iran's peace counteroffer raised doubts about the ceasefire's durabilitySummary:Hegseth's confirmation that the ceasefire holds is the stabilizing signal markets needed after a weekend of escalatory headlines. For oil and crypto, the distinction between "ceasefire technically in effect" and "Hormuz fully reopened" remains the key gap — the strait's partial closure is still the primary inflation driver, and until shipping lanes are functionally normalized, the energy risk premium stays embedded in crude prices and by extension in the Fed's inflation math. The Trump-Xi summit in Beijing this week is the next realistic catalyst for a meaningful Hormuz resolution.Hot April CPI Kills Fed Rate Cut Hopes — Bitcoin Slips as Markets Reprice Higher for LongerKey Takeaways:April CPI rose 3.8% YoY — above the 3.7% forecast and a sharp acceleration from March's 3.3%; monthly CPI came in at 0.6%, double the 0.3% estimateCore CPI (ex-food and energy) rose 0.4% MoM vs 0.2% expected; YoY core hit 2.8% vs 2.7% forecast — no soft spots anywhere in the reportBitcoin fell 1.2% to ~$80,600; 10-year Treasury yield rose to 4.44%; WTI crude added 3% to $101/bbl — itself a direct inflation feedback loopCME FedWatch was already pricing a 98% June hold ahead of the print — Wednesday's data pushes any meaningful cut discussion into 2027Kevin Warsh, widely regarded as more hawkish than Powell, is set to be confirmed as Fed chair this week — inheriting a re-accelerating inflation print on day oneSummary:There were no silver linings in April's CPI — every measure beat, every trend line moved in the wrong direction for the Fed. The rate cut narrative that had been a partial support for Bitcoin's rally above $80,000 now has to be pushed well into 2027, removing a key bullish pillar. The more immediate risk is whether sustained higher-for-longer rates begin to weigh on the institutional risk appetite driving ETF inflows — if professional allocators start treating the inflation print as a reason to reduce risk exposure, the $80,000 support level faces a more sustained test than it has so far.eBay Rejects GameStop's $56 Billion Takeover Bid, Calling It "Neither Credible Nor Attractive"Key Takeaways:eBay rejected GameStop's $125/share cash-and-stock acquisition offer valuing the e-commerce company at ~$56B — calling it neither credible nor attractiveGameStop CEO Ryan Cohen made the offer on May 4 and disclosed the company already holds ~5% of eBay's outstanding sharesCohen has signaled he is prepared to launch a proxy battle directly to eBay shareholders if the board refuses to engageAn acquisition of this scale would be transformational for GameStop — eBay's marketplace business would dwarf GameStop's current operationsSummary:Ryan Cohen taking GameStop's balance sheet — rebuilt over years of cost-cutting and pivot away from brick-and-mortar — and swinging it at a $56B e-commerce giant is an aggressive corporate move that markets will watch closely. eBay's blunt rejection sets up a proxy fight that Cohen has both the track record and the existing 5% stake to make credible. For crypto markets, the indirect relevance is the broader signal about risk appetite at the corporate level: GameStop making transformational M&A bids is the kind of behavior that tends to appear in elevated risk environments — consistent with the institutional positioning that has kept Bitcoin above $80,000 despite the macro headwinds.ETH/BTC Ratio Falls to 10-Month Low — Ether's Underperformance Against Bitcoin Signals Weakening Risk AppetiteKey Takeaways:The ETH/BTC ratio dropped to 0.02835 on Tuesday — the lowest level since July 2025 and 35% below its August peak of 0.04324Ether fell more than 2% on the day against Bitcoin's more modest 1% decline, extending a persistent underperformance patternThe ratio remains well below its 200-week moving average of 0.04828 — a long-term technical benchmark confirming Ether is in a structural bear market relative to BitcoinUS spot Bitcoin ETFs have attracted a fraction of the flows that Ether ETFs have — institutional capital is flowing predominantly into Bitcoin, not the broader crypto marketA meaningful ETH/BTC recovery would require Ether-specific catalysts — accelerating ETF inflows, a major network upgrade, or a DeFi breakout — none of which are clearly in placeSummary:The ETH/BTC ten-month low is a market structure signal, not just an Ether story. It confirms the current cycle is Bitcoin-centric institutional demand rather than the broad-based retail risk appetite that historically drives altcoin outperformance. Until ETH can reclaim the 200-week moving average near 0.04828 — nearly 70% above current levels — the structural bearish trend for Ether relative to Bitcoin remains intact. For altcoin investors, the ratio is the most useful leading indicator of when broader market rotation is beginning; right now, it's pointing the other way.Market movers:ETH: $2285.27 (-2.17%)BNB: $659.46 (+1.08%)XRP: $1.4558 (+0.29%)SOL: $95.55 (+0.31%)TRX: $0.3495 (-0.34%)DOGE: $0.10934 (-0.51%)WBTC: $80520.51 (-0.19%)U: $1.0002 (+0.01%)ADA: $0.2747 (-1.08%)XAUT: $4693.28 (+0.81%)

Bitcoin's bullish momentum remains strong despite a recent 2.5% pullback from its multi-month high of $82,800 on May 6. According to NS3.AI, analysts highlight the recovery in stablecoin liquidity and a positive spot taker Cumulative Volume Delta (CVD) as indicators of renewed spot demand.