CEO Consensys stated that ETH will become the foundation of a new financial system
Joe Lubin, one of the co-founders of Ethereum and the CEO of Consensys, announced that negotiations are taking place with major state funds and banks from a large country.
The goal of the negotiations is to create infrastructure based on Ethereum.
The following issues are being discussed as part of the negotiations: Launch of solutions on Ethereum Layer 1 and custom Layer 2, the possibility of creating a strategic ETH reserve.
"Ethereum is not just a blockchain, it is a global computer, energy, oil... and a standard of trust. ETH could become even more valuable than BTC," emphasized Joe Lubin.
The trend in DEX exchanges continues to gain momentum.
As of May, we saw that DEX exchanges accounted for 25% of the total trading volume, which became an absolute record. The trend in DEX exchanges actively began to develop with the end of the bullish cycle of 2021 and the beginning of the bearish one in 2022.
Most likely, we will see the indicators rise to the range of 35% - 45% of the total volume, as centralization is not liked by many. Many exchange tokens will show good returns against this backdrop.
It is worth paying attention to DYDX, which is currently not showing the best results, but the exchange itself is functioning excellently.
ScamSniffer published a phishing report for May 2025 - 9.69 million$ u 7547 victims. In April, there were 83% fewer losses, while the number of victims remained practically the same.
$3.13 million was stolen through phishing approval signatures.
$2.59 million – through address poisoning attacks.
Scams in crypto remain one of the main issues. Remember - do not click on any links, do not open any images sent to you in private messages, and it's better not to communicate with anyone in direct messages at all.
Arkham tracked 87% of the bitcoins belonging to Strategy
Arkham Intelligence, a company specializing in analytics, reported the discovery of previously unknown bitcoin addresses associated with the firm Strategy. As a result of the investigation, 70,816 bitcoins belonging to this company were found. At the current exchange rate, this amounts to approximately $7.6 billion.
"Michael Saylor stated that he would never disclose his addresses. So we did it," Arkham reported.
Analysts also noted that this amount constitutes 87.5% of the total number of bitcoins owned by Strategy.
Arkham's statement came after comments from the company's founder regarding the risks of publishing wallet addresses. At the Bitcoin 2025 conference in Las Vegas, he emphasized that publishing addresses could be dangerous for companies holding bitcoin.
"No specialist in institutional or corporate security would consider it a good idea to publish all wallet addresses so that the company could be tracked," Saylor said.
In the first quarter, Strategy earned $5.8 billion from bitcoin, while the company's losses exceeded $4 billion.
In the last month of spring, we saw a growth of BTC by 11% and a growth of ETH by over 40%.
Last week concluded with the first net outflow from spot BTC ETFs in a long time (-$144.8 million). In contrast to BTC, there was a relatively impressive weekly inflow in spot ETH ETFs (+$285.8 million).
Ahead of us is summer, which is statistically the weakest season in terms of volatility. Your expectations for June:
The White House has announced its intention to make the USA a cryptocurrency superpower, and so far everything is going according to plan.
Countries with the largest official BTC reserves - the USA is the leader
Countries with the largest corporate BTC reserves - the USA is the leader
Countries with the highest BTC hash rate - the USA also leads
According to CryptoRank, the USA views cryptocurrencies as the financial system of the future.
At the Bitcoin 2025 conference in Las Vegas, US Vice President JD Vance noted the growing strategic importance of Bitcoin and digital assets in the US economy.
Despite the ATH update for BTC, investors are still ready to invest serious capital
On average, about $1.8 billion in new investments comes into the cryptocurrency market daily, which roughly corresponds to the ATH level of November 2021 ($64,000).
The most significant inflows were observed at levels around $73,000 ($3.6 billion at peak) and $92,000 ($4.5 billion).
CryptoQuant notes that even after reaching a new all-time high, investors continue to actively invest significant funds in the cryptocurrency market.
OTC is an over-the-counter market where companies and large investors buy and sell BTC without affecting the price. Since September 2021, the volume of available supply on OTC has decreased from 486,000 to 115,000 BTC (4.2 times).
If the rate of outflows continues (currently 276 coins per day), then by the summer of 2026 all the coins will run out.
This is certainly a positive trend for market growth
Telegram will attract $1.5 billion as part of a bond deal involving BlackRock, Mubadala, and Citadel.
Telegram will receive AI functionality.
TON Foundation has hired a former top manager from Visa Crypto as the vice president of payments.
Since TON is deeply integrated into Telegram, it reacts joyfully to the company's successes, and the coin has risen by more than 10% in just a few hours.
Circle submitted an updated IPO application valued at $5.4 billion
The company Circle, which issues the stablecoin USDC, has updated its documents for an initial public offering (IPO) on the New York Stock Exchange (NYSE). The goal is to raise approximately $600 million at a company valuation of $5.4 billion.
According to the filing with the U.S. Securities and Exchange Commission (SEC), Circle plans to sell 9.6 million Class A common shares at a price ranging from $24 to $26 per share. An additional 14.4 million shares will be offered by current shareholders. Underwriters will receive an option to purchase an additional 3.6 million shares within 30 days.
With an average price of $25 and a total number of shares of 217.3 million (including options), Circle's market capitalization will reach $5.43 billion. The company will receive $240 million, while selling market participants will receive $360 million.
The leading underwriters will be JPMorgan, Citigroup, and Goldman Sachs.
Strategy has bought another 4,020 BTC for $427.1 million at $106,237 per coin. As of May 25, Saylor and Co. have bought 580,250 BTC for $40.61 billion at $69,979 per BTC.
Saylor also advised companies not to publish proof of Bitcoin reserves, saying it is a “bad idea” that increases the risk of a security breach.
“It actually undermines the security of the issuer, the custodians, the exchanges, and the investors. It is not a good idea, it is a bad idea.”
“No institutional or enterprise-level security analyst would think it is a good idea to publish all your wallet addresses so that you can be traced back and forth.”
Bitwise: institutions will absorb 20% of Bitcoin issuance by the end of 2026
By the end of 2026, the volume of bitcoins held by institutional investors, including governments and corporations, will amount to approximately 20% of the total cryptocurrency issuance (about 4.2 million BTC) - this forecast was made by Bitwise.
In 2025, analysts predict an inflow into Bitcoin of around 120 billion dollars from institutional investors, and in 2026 - about 300 billion dollars. At current prices, this will amount to over 4.2 million BTC.
Experts also expect a doubling in the number of companies holding bitcoins.
"ETF is the first step towards much larger changes in the financial market. With the emergence of the first administration friendly to cryptocurrencies in the US and new leadership at the SEC ready for innovation, the market is aiming for a greater diversity of cryptocurrency products. In 2025, there is potential for a wide range of new offerings," noted Bitwise.
Analysts believe that by 2045, 50% of all BTC will belong to companies.
According to analytics, over 10 million coins will be on the accounts of large companies, and you can see this trend yourself. Almost every company is trying to buy BTC and create a strategic reserve, as it significantly boosts their stock prices and enhances their investment attractiveness.
Moreover, large capital is looking for the best means of saving assets, and BTC is becoming that.
About 5 million coins will be held in accounts by Strategy, which is currently the largest holder of the asset.
The U.S. Securities and Exchange Commission (SEC) has begun reviewing an application from CBOE for the registration of a spot exchange-traded fund (ETF) based on TRON (TRX) with staking functionality from Canary Capital.
The product's custodian will be Bitgo.
The commission has reached out to stakeholders for their opinions regarding the proposed rule change.
Previously, Canary Capital had submitted applications for launching spot exchange-traded funds based on Sui, Hedera, and Litecoin.
On May 22, the SEC postponed the review deadlines for the listing proposals of XRP-ETF from Bitwise, XRP-ETF and LTC-ETF from Coinshares, as well as BTC-ETF from Fidelity with the option for physical redemption.
The International Football Federation (FIFA) will launch its own blockchain based on the Avalanche network.
The new platform will be compatible with the Ethereum Virtual Machine (EVM). The organization will transfer the FIFA Collect NFT collection from Algorand and Polygon.
The decision to switch to a new network is related to the need to increase the speed, scalability, and security of the ecosystem, said FIFA Collect CEO Francesco Abbate.
According to him, the integration with Avalanche will simplify the connection of popular crypto wallets and create a foundation for the further development of FIFA's digital assets.
Support for Algorand and Polygon for the NFT collection will be discontinued after the migration is complete. The exact timeline for the launch of the blockchain is not disclosed.
In case someone forgot, exactly 15 years ago a historic moment occurred - on May 22, 2010, programmer Laszlo Hanyecz bought two Papa John’s pizzas for 10,000 BTC — since then, the crypto community has been celebrating Bitcoin Pizza Day.
On the BitcoinTalk forum, he asked who could exchange 10,000 BTC ($25 at that time) for two pizzas, and after 4 days he reported that the deal was successful.
Congratulations to everyone, although globally 99% of people don't care about this event, as altcoins are practically stagnant and show no movements, while dominance is again above 64%.
At the moment, 99% of BTC investors are in profit and only 1% are at break even. Soon we will know the trend for the upcoming months in the market, as there are many contradictory formations in the market.
Are there any of you who bought BTC and are holding it?
The growth of BTC is associated with several factors, including the statement by the head of JPMorgan allowing clients to invest in BTC.
💡 This decision by the largest bank (90 million users) could support a bullish trend in the market.
At the same time, there are other factors, for example, U.S. President Donald Trump continues to lobby for the Fed's movement towards lowering the key interest rate.
🪐 The halving also plays a role: despite the drop of BTC to $70,000 in April 2025 due to trade wars, the reduction in supply on exchanges, as in previous cycles, stimulates price growth.
Long-term Bitcoin holders (coin age from 18 to 36 months) have reduced their holdings by more than 2 million coins since November 2023, cashing out $138 billion. A corresponding chart has been provided.
CryptoQuant modeled the situation, which made it clear that the trend will continue, and by the end of the year, over 500,000 coins will be released to the market from long-term holders.
This offer is being bought out by companies, countries, and small private investors. Most transactions are conducted through OTC.