1. 🔬Opportunities to watch
SOON: Token airdrop query has launched
Olympus Pact will launch globally on May 20
2. ❇️DeFi
a. New projects in the past day
v60 --- Dexs (Prom, 280,000)
USD AI --- RWA Lending (Arbitrum, 910,000)
Phantom SOL --- Liquid Staking (Solana, 8,970,000)
b. Project list
c. Related projects
On-chain trading platform MyStonks.org launches three U.S. stock tokens: BTCS.M, DFDV.M, ANTA.M today
SOON founder announces live trading product and opens airdrop link
COOK will soon be launched on PancakeSwap, prioritized deployment on BNB Chain
BounceBit collaborates with BlackRock BUIDL to create 'RWA + CeDeFi' structured products
Virtuals: Proxy staking is now online, staking can earn points
3. 🌏Macro
Ethereum spot ETF saw a net inflow of $41.59 million last week, with BlackRock ETF ETHA leading at $66.04 million
Bitcoin spot ETF had a net inflow of $604 million last week, continuing five weeks of net inflows
Federal Reserve's Kashkari: There is significant uncertainty in the economy, and it's unclear when tariffs will be resolved
Federal Reserve's Williams: Not immediately worried about foreign investors selling U.S. assets
Federal Reserve's Bostic: Moody's downgrade of U.S. credit rating will impact the entire economy and financial markets
Federal Reserve's Bostic: More inclined to lower interest rates only once this year
4. 🐳Whale movements
a. Institutions, large investments, whale behavior
Whale James Wynn continues to open long positions on BTC with 40x leverage, with a position value reaching $570 million
Metaplanet increases its holdings by 1,004 bitcoins, total holdings reach 7,800 bitcoins
Hyperliquid whale shorts mainstream coins with profits exceeding $15 million
Strategy increases holdings of 7,390 bitcoins at an average price of $103,498
b. DeFi, NFT, On-chain activities
USDC Treasury adds 250 million USDC minted on Solana chain
c. Exchange-related fund flows
One address transferred 21.31 million LDO to CEX in the past six days
A newly created wallet withdrew 500 BTC from Binance, worth $51.58 million
A whale deposited 7,000 ETH into Binance, approximately worth $16.87 million
Two whales sold 7,300 ETH within three hours, cashing out nearly $18 million
5. 📃Industry
b. Exchanges/wallets
MetaMask co-founder confirms native SOL support will be launched in May
Binance Alpha will launch SOON, trading starts on May 23 with airdrop distribution
Binance Alpha new listing: Xterio (XTER)
Binance wallet accounts for nearly 90% of mainstream wallet trading volume, ranking first
Revolut plans to invest $1 billion in France and apply for a cryptocurrency license
c. Public chain/L2
Sei Labs releases Sei Giga whitepaper, aiming to become an EVM L1 blockchain supporting multiple proposers
Cardano founder denies allegations of misappropriating $600 million in ADA and promises to release an audit report
Vitalik proposes a new direction for Ethereum L1 scaling, emphasizing local nodes and user privacy
HONEY on Berachain has been unable to be redeemed for USDC for a long time, possibly due to treasury USDC depletion
Sui network's stablecoin supply surpasses $1 billion
e. Regulation
U.S. SEC delays decision on VANECK SPOT SOLANA ETF review
Tornado Cash developer's lawyer claims prosecution concealed favorable evidence, requests reconsideration of dismissal motion
Coinbase faces class action lawsuit in Illinois for biometric data collection
U.S. Senate will hold a key vote tonight on the stablecoin regulation bill GENIUS Act
f. Security
Printer company exposed for having drivers with backdoors, leading to 9.3 bitcoins being stolen
Australian police seize assets related to hacker cases, including 25 BTC and a seaside mansion
g. Others
British listed company Vinanz acquires 16.9 bitcoins at an average price of $103,341
Listed fintech company DigiAsia plans to raise $100 million and use 50% of profits to purchase bitcoins
6. 🤖AI-related
Sahara AI announces SIWA public testnet will launch tomorrow
7. 🔧Tools
Matrixdock launches XAUm 'smart investment' feature, achieving 'dual returns' on gold investments
8. 💡Opinions
In-depth exploration of Sei: blockchain performance, compliance, and interoperability
Matrixport: Bull-Bear indicator returns to bullish range, Bitcoin may reach new highs
1confirmation founder: Crypto projects that allocate 50% of tokens to insiders will go to zero, ETH will reach $120 trillion
Ten questions for Arthur Hayes: When will the altcoin season arrive? Who will be stronger in the future between ETH and SOL?
Not just FOMO: The new trends and patterns behind Solana's treasury transformation
Strategy faces class action lawsuit, accused of making misleading statements regarding its Bitcoin strategy
(Rich Dad Poor Dad) Author: Save physical gold, silver, and BTC to withstand the next crisis, rather than buying ETFs
AI × Crypto Thought Framework: How to find clarity in chaos
CM: Thoughts on DeFi over the past week
Opinion: Although the 'altcoin season' has not yet arrived, institutional investors have begun to increase their holdings of SOL
Michael Saylor: In the first 49 days of Q2, MSTR achieved a 4.8% return on BTC
JPMorgan CEO Jamie Dimon: Will allow clients to buy Bitcoin but will not provide custody services for it
Arthur Hayes: If U.S. Treasury volatility transmits to the MOVE index, it may trigger policy intervention
Cycle Capital: Bitdeer (Btdr.US) Q1 2025 performance review
