Introduction:
1. The tension in the US-EU trade war has eased, and the US consumer confidence index for May rebounded significantly, driving US stocks to surge.
2. Trump Technology Group announced it will initiate a Bitcoin treasury plan of approximately $2.5 billion, and its stock price unexpectedly fell by 10.38%.
3. Gambling companies transforming into ETH 'micro-strategies', financing $425 million to purchase ETH.
4. According to Standard Chartered's calculated sol/btc ratio, holding sol in the subsequent 26-29 years is not as good as holding btc.
5. AI digital person x daily report has made initial progress, and is currently improving other gameplay.
6. Small-scale batch testing of BN Alpha LP, results expected on Friday.
I. Macroeconomic Market
(I) Traditional Markets
1. US stocks: Nasdaq up 2.47%, S&P up 2.05%, Dow up 1.78%, Tesla up 6.94%, Nvidia up 3.2%
Tesla's stock surged because it plans to deploy thousands of Optimus robots for repetitive tasks in factories by the end of 2025, and sell them externally in 2026, with a target price below $20,000.
2. US Dollar: The dollar index rose to 99.45
3. Gold: fluctuating at a high level, reported at 3314.
(II) Policy Trends
US = Senator Lummis = stated on Tuesday that Trump supports her proposed Bitcoin bill.
This senator's Bitcoin bill draft proposes to establish a strategic Bitcoin reserve, instructing the US government to purchase 1 million Bitcoins within 5 years, funded by the Federal Reserve system and existing funds from the Treasury.
(III) Government & Crypto Dynamics
Trump Media Technology Group (DJT.O) fell by 10.38%, marking the largest single-day drop since March 10.
Today, Trump Media Technology Group announced it will initiate a Bitcoin treasury plan of about $2.5 billion, incorporating BTC into its asset reserves.
II. Market Review
1. Market data: Trading volume increased by 28.13%
2. Stablecoin data outflow of $174 million.
3. Institutional Dynamics
(1) US stock SharpLink Gaming's stock price surged over 600%, announcing a $425 million private placement to purchase ETH.
SharpLink Gaming announced today that it has signed a securities purchase agreement for a $425 million public company private investment (PIPE), with Consensys Software Inc. as the lead investor, and participants include well-known crypto venture capital firms like ParaFi Capital, Electric Capital, Pantera Capital, and Galaxy Digital.
SharpLink plans to use the raised funds to purchase Ethereum as the company's main treasury reserve asset.
(In 2021, the company's business shifted to the gambling sector, equivalent to a gambling company announcing it has become a micro-strategy for eth after financing.)
(2) Asset management company Strive today announced the completion of a $750 million private equity financing, with the opportunity to expand to $1.5 billion through warrants. Strive will focus on deploying an 'excess Bitcoin yield' strategic portfolio, with financing used to acquire biotech companies, problematic Bitcoin debts (such as Mt. Gox compensation rights), and discounted structured Bitcoin credit products to build its Bitcoin reserve treasury.
(3) [According to Standard Chartered's calculated sol/btc ratio, holding sol in the future is not as good as holding btc.]
Standard Chartered launched a Solana rating, predicting that $SOL will reach $275 by the end of 2025 and $500 by 2029.
III. Industry Hotspots
1. Musk replied to shoggoth, the token surged in a short time, breaking through 13 million.
IV. Alpha
(1) Next important content
1. AI digital person x daily report, plus other more useful gameplay.
2. How Cookiefun and Kaito interact in the current stage.
One shocking thing is that a group friend with 900 followers became one of the top three influencers of huma, directly receiving tens of thousands of dollars in airdrops.
3. BN Alpha LP testing (currently in testing).
4. Meteroa strategy (secondary)
Previously, many strategies were made but not publicly disclosed.
This time a major organization is taking place, integrating the recent upgrades and making it public.
And also research LP army.
5. In-depth research on lighter and backpack.
1. Items 2 this week completed, 3 and 4 will be completed next week.
(II) Others
1.
2. Timefun launched a points system.
Users can earn points through the following four items.
1) Time of transaction creators.
2) Hold.
3) Exchange minutes.
4) Proactive
Personally, I feel that these points are not very useful, as the current market cap of the leading company is only $4 million, and even if points are exchanged for platform tokens, the points won't be worth much.
But it's better than nothing.
