1. 🔬Opportunities to watch
B² Network launches Mining Squared DeFi yield strategy, with annualized BTC returns of 2%–5%
Details of the latest Aethir node repurchase plan revealed, eATH will be used as a voucher to participate in Aethir Season2&3 AirDrop
Jupiter announces that it will launch its lending product “Jupiter Lend” in July
Huma Finance announces token economic model: initial airdrop of 5%, creation circulation ratio of 17.33%
2. ❇️DeFi
a. New projects in the past day
LuckyFuture --- Derivatives (Solana, 5490万)
Avant Protocol --- Basis Trading (Avalanche, 6228)
Propchain --- RWA (Polygon, 430万)
Lido Impact Staking --- Liquid Staking (Ethereum, 35万)
b. Project List
c. Related Projects
Bitcoin Mining Firm MARA Allocates 500 BTC to Two Prime to Expand Profit Strategy
Synthetix terminates $27 million acquisition of Derive
Binance Alpha will launch Huma Finance (HUMA) airdrop on May 26
WLFI announced the purchase of some B tokens to support the BUILDon team
BNP Paribas Asset Management issues tokenized money market fund units on Allfunds blockchain
3. 🌏Macro
The yield on the 30-year U.S. Treasury bond rose to 5.088%, the highest level since October 2023
Fed Governor Waller: If tariffs fall, the Fed is expected to cut interest rates in the second half of 2025
Today, the US Bitcoin ETF has a net inflow of 5,404 BTC, and the Ethereum ETF has a net inflow of 222 ETH
The number of initial jobless claims in the United States for the week ending May 17 was 227,000, while the expected number was 230,000.
Japan's 40-year bond yield rose 6 basis points to 3.675%, the highest level since 2007
U.S. House of Representatives approves Trump's sweeping tax cut bill
4. 🐳Whale Movements
a. Institutions, large investments, and whale behavior
A smart money bought 3.32 million B within one hour after buying WLFI, with a return rate of 117%.
James Wynn once again increased his BTC long position, with his position rising to about $720 million
A whale invested 14 million USDC an hour ago and went long on Bitcoin with 40x leverage
Strategy Bitcoin holdings currently have a floating profit of over $23 billion
James Wynn bought 3.3 million SUI with 10x leverage, with a position value of $13.22 million
A whale/institution bought and sold 30,000 ETH through Wintermute OTC, making a profit of $23.73 million in 25 days
James Wynn recently made a profit of about $40.87 million on BTC long orders
b. DeFi, NFT, On-chain activities
A newly created address raised 200,000 SOL and transferred it to JitoSOL for staking
c. Exchange-related fund flows
Galaxy Digital deposited 100 BTC to Binance 2 hours ago
5. 📃Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
Interactive Tutorial | How to quickly play Cookie.fun?
SOON: COMMING SOON NFT claims are scheduled to start on May 23
b. Exchange/Wallet
OKX launches packaged Bitcoin asset xBTC to meet BTC cross-chain liquidity and DeFi revenue needs
Kraken to offer over 50 tokenized stocks and ETFs, plans to allow non-US customers to trade
Ledger launches non-custodial wallet specifically for Solana
Bitget Wallet releases its product roadmap after brand upgrade: focusing on four major scenarios: "trading, financial management, payment, and exploration"
Binance Launchpool Launches HUMA, Opens BNB, FDUSD, and USDC Mining
Binance to List World Liberty Financial USD (USD1) on May 22
c. Public chain/L2
Brazilian financial institution Braza Group launches USDB stablecoin on XRPL
Linea Product Manager: LINEA Token Economics Enters Final Legal Review Stage
Sui: The Cetus team is exploring ways to recover funds and return them to the community
Centrifuge Brings RWAs of $400M U.S. Treasury Fund to Solana
Ethereum returns to L1 narrative, Solana consensus accelerates
d. Investment and Financing
Bitcoin project Roxom Global completes $17.9 million financing, with Borderless Capital and others participating
VanEck to Launch New Web3 Private Fund on AVAX in June
Stablecoin cross-border trading startup OpenFX completes $23 million financing, led by Accel
Strategy to sell 10% preferred stock worth $2.1 billion
e. Supervision
US SEC Delays Decision on 21Shares Spot Ethereum ETF’s Collateralization Plan
The Hong Kong SAR Legislative Council passed the Stablecoin Bill
Michigan lawmakers introduce four new cryptocurrency-related bills
Volatility Shares to Launch First XRP Futures ETF on Nasdaq Today
US CFTC Commissioner: Cryptocurrency Perpetual Futures Can Be Traded in the US
El Salvador’s president reveals his country’s BTC holdings: $386 million in floating profits, never sold so far
f. Security
SlowMist CISO: Cetus theft is suspected to be caused by a vulnerability due to calculation accuracy issues
Cetus hacked with losses exceeding $150 million
SUI Lianchuang: The $160 million stolen from Cetus has been frozen and will be returned to the pool soon
ZachXBT: Coinbase data leak hacker provoked on-chain, suspected of laundering $42.5 million
SlowMist Cosine: Almost all the unfrozen funds of Cetus hackers have been exchanged for ETH, a total of 23,243
SlowMist: Suspicious activities detected on Nexo platform
g. Others
6. 🤖AI related
7. 🔧Tools
8. 💡Viewpoint
AVS Architecture Paradigm Explained: How Do Task and Cycle Models Drive Scalable Services?
Stablecoin bill GENIUS voted through, which crypto assets will benefit from it?
Virtuals Genesis data analysis: The average return on new shares is 32 times, and the degree of oversubscription is strongly correlated with returns
Analysis: This round of Bitcoin bull market is driven more by institutions and long-term capital rather than retail speculation
Bitwise: The US Stablecoin Bill may trigger a long-term bull market, and assets such as ETH and SOL may benefit
Standard Chartered analyst: BTC may reach $200,000 by the end of the year and $500,000 by 2028
Analysis: Bitcoin monthly RSI enters overbought range again, Bitcoin rises strongly after two previous overbought periods
JPMorgan Chase: Market expectations of stablecoin market value breaking through the trillion dollar mark are too optimistic
What are the indicators for judging whether BTC is close to the top of the cycle?
Greeks.live: Despite BTC's potential 15-20% pullback, the community remains generally bullish
Why this bull run is different than the past? Six charts reveal what’s driving Bitcoin’s rise
Analyst: Cryptocurrency rebound partly due to favorable macro environment and institutional influx
a16z Crypto proposes a strategy to protect crypto assets after data breaches, emphasizing the importance of ZK technology
Analysis: BTC's "huge profit cashing" after reaching a new high is a typical bull market sprint signal
Opinion: BTC rises to all-time high, partly because investors seek alternatives to US assets
