According to ChainCatcher, Anthony Scaramucci, founder of SkyBridge Capital, stated that some sovereign wealth funds have marginally allocated Bitcoin. However, large-scale inflows are unlikely to occur until clear digital asset regulatory laws are enacted in the U.S. He pointed out that if the U.S. passes stablecoin regulatory legislation, allowing traditional banks to custody Bitcoin and making progress in the tokenization of stocks and bonds, it could trigger a wave of large purchases of Bitcoin by sovereign wealth funds. Anthony Scaramucci emphasized that it is only when sovereign wealth funds view Bitcoin as part of global financial infrastructure that it could drive the price of Bitcoin to the million-dollar level.
● Viewpoint: $16 trillion in physical assets may be tokenized by 2030, with smart contracts as the key
According to Deep Tide TechFlow, Lumia stated on platform X that by 2030, $16 trillion in physical assets is expected to be tokenized, with smart contracts being the key infrastructure to achieve this goal. Smart contracts, as self-executing protocols on the blockchain, can automate ownership transfers, payments, and compliance processes, eliminating manual handling and cumbersome paperwork. Lumia also mentioned that Hamilton Lane, a private market company with over $800 billion in assets, has partnered to tokenize shares of its flagship equity fund, where smart contracts automatically verify investor qualifications and track transactions.
● Goldman Sachs holds 30.8 million shares of IBIT stock, worth about $1.4 billion
According to Deep Tide TechFlow, on May 11, SEC documents showed that Goldman Sachs is the largest holder of IBIT in the world, holding 30.8 million shares worth about $1.4 billion, a 28% increase since the beginning of the first quarter of 2025.
Additionally, Goldman Sachs also holds 3.5 million shares of FBTC, worth about $315 million. Filings show that the company increased its holdings by about 30,000 shares in the first quarter of 2025.
● Bitcoin whales increased their holdings by over 20,000 BTC within 48 hours
According to BlockBeats, crypto analyst ali_charts reported that in the past 48 hours, Bitcoin whales have increased their holdings by over 20,000 BTC.
● India and Pakistan reach a ceasefire agreement
According to BlockBeats, on May 10, sources within the Indian government stated that the ceasefire agreement between India and Pakistan was reached through direct negotiations between the two countries. Previously, U.S. President Trump had indicated that the agreement was reached through negotiations mediated by Washington.
According to Odaily Planet Daily, Nick Tomaino, founder of 1confirmation, pointed out that while BTC has achieved a market value of $2 trillion, it has high concentration and lacks practical application support. In contrast, ETH, as a trusted and neutral native internet value storage, supports key sectors such as stablecoins, DeFi, and NFTs, promoting the expansion of the crypto user base. Nick believes that currently, only BTC and ETH are trusted and neutral value storage solutions, and there may be more options in the future.
● Viewpoint: Metaplanet's Bitcoin yield will surpass Strategy
According to Deep Tide TechFlow, Blockstream CEO Adam Back stated that the Japanese company Metaplanet will surpass Strategy in Bitcoin yield. Metaplanet uses the "months to mNAV cover" metric, achieving a 2x Bitcoin yield in just 3 months, with a growth rate 3.8 times that of Strategy. Currently, Metaplanet's market net asset value (mNAV) is 3.3 times, and if the current growth rate is maintained, it is expected to reach 8.3 times, increasing its stock price from ¥533 to ¥1,340. Metaplanet has already held Bitcoin worth over $536 million, with an average purchase price of $86,672 per coin. In 2025, its Bitcoin yield reached 136.7%, and the company's stock price recently rose by 11.5%, closing at ¥477. Metaplanet plans to issue $250 million in bonds through its U.S. subsidiary, Metaplanet Treasury Corp., for further Bitcoin purchases, demonstrating its strong commitment to its Bitcoin strategy.
● X will launch XMoney service later this year
According to Deep Tide TechFlow, on May 10, Linda Yaccarino, CEO of X (formerly Twitter), confirmed that the XMoney service will be launched later this year. XMoney is part of the evolving ecosystem of the X platform, which includes video tags and message enhancement features. Yaccarino stated that the new features will be integrated into a system driven by real-time interaction and artificial intelligence. The X Originals content program, supported by Khloé Kardashian and Anthony Pompliano, will launch new shows this summer. The development of XMoney marks an important step in Elon Musk's vision to integrate payment and financial services into the X platform.
