Grayscale Ethereum Mini Staking ETF

Grayscale Announces Q1 2026 Financial Data and Ethereum Investment Performance

HashKey Cloud and Ethereum Applications Guild Collaborate on ETH Staking Support Solution

Sun Yuchen Withdraws 53,665 ETH from Aave

Ethereum Foundation Launches Audit Subsidy Program to Enhance Ecosystem Security

Grayscale Ethereum Trust Implements Delayed Delivery of Redemption Orders to Address Liquidity Constraints

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

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Binance Schedules Crypto Analysis and Strategy Live Streams

ETHE

GBTC

COIN

ETHV

FETH

BTCO

BITO

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LMBO

BITB

Binance is hosting a series of live streams from May 19 to May 24, featuring crypto analysis and trading strategies. Sessions include 'Naked K Line and Moving Average Analysis' by Crypto Xiaopang, 'Ethereum Strategy' by ETH Killer-Guyue, and 'Bitcoin Trend' by Trader Laobai. The series will also cover account transformation strategies and position management insights, concluding with Fengge's session on market shorting opportunities before August.

CoinLive

Grayscale Ethereum Staking ETF

Grayscale Bitcoin Trust BTC - ETF

Coinbase

VanEck Ethereum ETF

Fidelity Ethereum Fund

Invesco Galaxy Bitcoin ETF

ProShares Bitcoin Strategy ETF

Valkyrie Bitcoin and Ether Strategy ETF

Bitwise Ethereum ETF

21Shares Ethereum ETF

WisdomTree Bitcoin Fund

Direxion Daily Crypto Industry Bull2XETF

Bitwise Bitcoin ETF

ETHA

QETH

EETH

Binance will perform wallet maintenance for the Ethereum Network (ETH) on May 21, 2026, starting at 06:00 UTC. Deposits and withdrawals will be suspended from 05:55 UTC for approximately one hour, but trading of tokens will remain unaffected. Binance will manage all technical requirements and will reopen deposits and withdrawals once the network upgrade is stable, with no further announcements on resumption.

IShares Ethereum Trust ETF

Franklin Ethereum ETF

Invesco Galaxy Ethereum ETF

Proshares Ether Strategy ETF

Binance to Conduct Ethereum Network Wallet Maintenance

COIG

BLCN

BSOL

Bankr advises users who have been impacted to create a fresh wallet and generate a new seed phrase on a secure device. If any remaining assets cannot be transferred, users should revoke approvals.

Unusual Whales

Leverage Shares 2X Long COIN Daily ETF

Siren ETF Trust Siren Nasdaq NexGen Economy ETF

Bitwise Solana Staking ETF

Bankr halts transactions post 14 wallets hacked. Users advised to create new wallet, generate new seed phrase, and revoke approvals.

BITF

ABTC

GLXY

Hyperliquid has announced a gradual reduction in the staking requirement of 500,000 HYPE for deploying a perpetual decentralized exchange (DEX) as infrastructure matures. Excess stakes can be unstaked, and each DEX will have independent settings. Future upgrades may enable multiple DEXs to share deployer and staking requirements.

Bitfarms Canada

American Bitcoin

Hut 8 Mining

Bakkt

Galaxy Digital

Mara

Riot Platforms

Fidelity Wise Origin Bitcoin Fund - ETF

GraniteShares 2x Long COIN Daily ETF

Roundhill MSTR WeeklyPay ETF

Roundhill COIN WeeklyPay ETF

Amplify Transform Data Sharing ETF

ARK 21Shares Bitcoin ETF

Grayscale Solana Staking ETF

GraniteShares 2x Long MARA Daily ETF

CoinShares Bitcoin ETF

iShares Bitcoin Trust ETF

VanEck Bitcoin ETF

Franklin Bitcoin ETF

Hyperliquid Strategies

Hyperliquid to Gradually Lower HYPE Staking Requirement for DEX Deployment

A cross-chain bridge between Verus and Ethereum was exploited, leading to losses over $11 million. The vulnerability, identified by NS3.AI and Blockaid, resembled past exploits like Wormhole and Nomad, where verification processes failed. This incident caused some Verus block-producing nodes to go offline, halting block production temporarily.

Verus-Ethereum Bridge Exploit Results in $11 Million Loss

Ethereum is currently consolidating above the $2,100 zone but faces resistance at $2,150. A bearish trend line is forming, and if ETH fails to break this resistance, it may decline towards $2,075 and potentially lower to $2,000. Key support is at $2,050, while a move above $2,200 could lead to gains towards $2,300.

NewsBTC

Ethereum Price Bounce Looks Fragile, Another Selloff May Be Brewing

Approximately 60 Ethereum whale addresses have liquidated their holdings over the past two months, indicating institutional profit-taking and asset reallocation. Analysts suggest this reflects a lack of confidence in the medium-term outlook, with significant inflows into exchanges. The short-term trend appears downward, emphasizing the need to monitor Ethereum's $2,000 support level.

Bitwise Ethereum Strategy ETF

Ethereum Whales Offload Holdings Amid Market Uncertainty

The market value of on-chain Real World Assets (RWA) has surpassed $65 billion, a 44% increase from $45 billion earlier this year. Ethereum leads with 33% market share, followed by Provenance Blockchain at 27%. BNB Chain, XRP Ledger, and Solana each hold about 6%. The report indicates that traditional asset management institutions are increasingly moving assets on-chain, with high migration costs making RWA liquidity sticky.

Solana

Solana ETF

VanEck Solana ETF

Invesco Galaxy Solana ETF

VanEck Onchain Economy ETF

ARK Fintech Innovation ETF

On-Chain RWA Market Value Surpasses $65 Billion

ONDO is emerging as a key player in the tokenized finance sector, with a market cap of $13.7 billion in tokenized US Treasury products and significant growth in tokenized stocks. The platform is facilitating direct access to US stocks and treasury products on-chain, positioning itself at the forefront of real-world asset adoption. With evolving regulatory frameworks, ONDO may enhance its governance model and revenue-sharing potential, possibly elevating its status among top crypto assets.

- ONDO is emerging as a leading player in the accelerating tokenized real-world asset market, with significant growth in tokenized US Treasury products now valued at $13.7 billion.  
- The company's strong position in tokenized stocks, controlling 60% of the market, reflects growing investor demand and a shift towards on-chain access to traditional financial products.  
- New regulatory frameworks may enhance ONDO's valuation potential, positioning it to possibly become a top-tier crypto asset as it explores revenue-sharing for token holders.

Vanguard Short Term Gov

iShares 7-10 Year Treasury Bond ETF

iShares barclays 20+ Yr Treasury Bd

SPDR Bloomberg 1-3 Month T-Bill ETF

iShares Blockchain And Tech ETF

ISHRS Us Trsry Bd

iShares Barclays Short Treasury

ONDO Is Quietly Expanding Its Footprint Across Tokenized Finance

ETHB

The global market capitalization for real-world assets has surged to $65 billion, marking a 44% increase from $45 billion at the beginning of the year. According to NS3.AI, Ethereum plays a significant role in this growth, contributing approximately 33% to the total market cap.

iShares Staked Ethereum ETF

2x Ether Strategy ETF

Real-World Asset Market Cap Rises 44% to $65 Billion

Bella Protocol has partnered with NanoVita to develop a DeSci and AI model aimed at transforming health-related data and on-chain signals into actionable insights. This collaboration seeks to create a social-driven paradigm that enhances user experience in decentralized finance, leveraging Bella's smart pool feature and the BEL token's multifaceted utilities.

- Bella Protocol announced a partnership with NanoVita on May 19th, focusing on a DeSci and AI model to transform health-related data into actionable insights.  
- This collaboration aims to explore the integration of decentralized science and artificial intelligence, leveraging intelligent agents for data analysis.  
- Bella Protocol, a DeFi platform, enhances user experience by addressing high fees and slow transactions through features like smart pools and subsidized gas fees.

Coindar

BTCS

Bitwise MARA Option Income Strategy ETF

Defiance Daily Target 2X Long RIOT ETF

Bella Protocol Partners With NanoVita

Recently analyzed the historical data of MSTR. If we purely look at the mNAV corresponding to Market Cap, during non-crypto bull market periods, MSTR's premium has maintained an mNAV between 0.8 and 1.2 for an extended time (Figure 1). Here, the mNAV corresponding to Market Cap refers purely to the market capitalization of DAT, excluding the valuation of financing instruments like convertible bonds and STRC. Currently, the 1.2 mNAV on MSTR's official website dashboard includes the mNAV corresponding to the EV of all the above. In other words, if we only look at DAT's core business, the non-bull market average of market-cap mNAV is 0.8-1.2. A higher premium requires additional value-added EV to drive it. For MSTR, that means financing toolkits like STRC.Similarly, for BMNR, due to its single financing instrument and its derivative businesses (staking, moonshot) not yet generating substantial scaled revenue, Market Cap is approximately equal to EV. The mNAV corresponding to Market Cap fell below 1 in December '25 and has fluctuated between 0.9 and 1 for a period of 5 months (Figure 2), which is also a kind of normal average. I believe this is not an undervaluation, but rather the market's valuation level for DAT during a non-crypto bull market cycle. For BMNR to achieve a higher premium, assets like MAVAN, staking infrastructure, and moonshot investments must transition from narratives into trackable EV, which would then drive the premium above 1.2.Of course, the above analysis is based on non-crypto bull market sentiment. If BTC/ETH both break new highs, FOMO sentiment could drive DAT's premium even higher (e.g., MSTR's peak could reach 3+), but this is unpredictable in the short term and thus not within the analytical framework.$Strategy(MSTR.US)$BitMine Immersion Tech(BMNR.US)

BitMine Immersion Tech

BITMINE IMMERSION TECNOLOGIES INC

Strategy

MicroStrategy Pref Shares MSTR 10.0 Perp

Microstrategy Inc Pref Shares STRC 9.0 Perp

MicroStrategy Pref Shares MSTR 8.0 Perp

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Major financial institutions like DAT company $BitMine Immersion Tech(BMNR.US) are deepening Ethereum involvement, representing 72.6% of tokenized ETFs. UBS, Société Générale, Banque de France, and BlackRock issued tokenized money market funds; JPMorgan filed its second tokenized MMF on Ethereum.Institutional ETH accumulation is rising: reserves hit 7.33 million ETH (6% of supply, ~$16B). BitMine holds 5x more ETH than the next largest corporate holder, with continued staking and purchases despite unrealized losses.Harvard University&#39;s endowment fully exited its $86.8M Ethereum ETF position in Q1 2026 and reduced Bitcoin ETF holdings. Ethereum ETFs recorded $255.11M net outflows in Week 20, 2026, with consecutive red sessions impacting liquidity.Trump-linked SWLFI wallets sold 4,870 ETH ($10.61M) at ~$2,178, moving funds to USDC. Whales shifted capital from ETH to BNB, with rising ETH exchange deposits increasing sell pressure.@Bridge Buzz SG

UBS Group AG

Société Générale

BlackRock

JPMorgan Chase

BlackRock Tech and Private Equity Term Trust

BLACKROCK MULTI-SECTOR INCOME TR COM USD0.001(S/R 09/09/2025) WI

Blackrock Enhanced Div Achievers Trust

BlackRock Science and Tech Term Trust

BlackRock Multi-Sector Income Trust

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

The U.S. CLARITY Act, advancing through Senate committees, classifies $BitMine Immersion Tech(BMNR.US) holding ETH as a CFTC-regulated digital commodity, enabling institutional investment and legalizing airdrops.Moreover, JPMorgan and BlackRock launched tokenized financial products on Ethereum backed by U.S. government bonds.From a tech perspective, the Ethereum Foundation introduced &#39;Clear Signing&#39; to replace blind signing with human-readable transaction details, supported by Ledger, Trezor, MetaMask, and WalletConnect to reduce scams. Post-merge upgrades like Pectra (Prague-Electra) increased the validator cap from 32 ETH to 2,048 ETH, cutting message overhead by 22% and boosting institutional staking, with 40.1 million ETH (33% of supply) now securing the network.@Bridge Buzz SG

ETH相关分析

Last week, Tom Lee indicated that as the 5% target approaches, the pace of coin accumulation will slow down. Looking at the results, this Monday BMNR updated its coin holdings to 5.2 million, with a new addition of 26,000, and the cash position slightly increased to 775 million. At the same time, an additional 350,000 coins were staked, bringing the total staked amount to 4.7 million, accounting for 91% of the total holdings, with mNAV rebounding to 1.02. Since 2026, BMNR has cumulatively purchased 1 million coins, gradually increasing from a weekly fixed investment of around 40,000 to 100,000, and now it's back to around 30,000. Regarding the change in the accumulation speed, I believe it's partly due to the need for premium recovery...

Grayscale Bitcoin Mini Trust ETF

BMNR Extreme Value Deduction 5.12

This Monday, BMNR updated its holdings to 5.07 million coins, with an increase of 102,000 last week. Its cash position decreased from 1.12 billion to 940 million, used for coin accumulation, while mNAV continues to fluctuate around 0.98. Meanwhile, 360,000 new coins were staked last week, bringing the total staked amount to 3.7 million, accounting for 73% of total holdings. BMNR released an S-3 filing on April 23rd, detailing the acquisition specifics of pier two and also disclosed the total number of shares outstanding as of April 23rd as 568m...

Nasdaq

S&P 500

SPDR S&P 500

VG S&P 500 Grw

Huatai-PB NASDAQ 100 ETF(QDII)

BMNR Extreme Value Deduction 4.28

Featured

The crypto market is still influenced by Middle East negotiations and the Clear Act, but the market is gradually becoming desensitized to the progress of the talks, focusing more on the upcoming statements from the new Fed Chairman, Wash. The roadmap for the Clear Act has been analyzed in detail in yesterday's post, so I won't repeat it here. Last week, BMNR experienced two frustrating rallies followed by pullbacks, but the company also disclosed the exact total number of shares in its earnings report. Combined with the updated coin accumulation progress on Monday, I'm trying to trace back what actions management has taken and how these actions might affect BMNR's update on holding 4.79 million coins this Monday...

Defiance Daily Target 2X Short MSTR ETF

T-REX 2X Inverse MSTR Daily Target ETF

XL2CSOPMSTR

XI2CSOPMSTR

BMNR Extreme Value Deduction 4.21

This week, the core focus for tracking BMNR remains two main lines: one is the Middle East conflict. It doesn't affect BMNR itself, but rather global liquidity and risk appetite. Although ETH rebounded to 2.1k+ yesterday, the market is clearly still waiting to see if the situation will escalate further after the 48-hour deadline given by Trump tonight expires. The other line is the progress of the Clear Act. With Coinbase obtaining the OCC license, gaining the status of a federally recognized trust bank/custodian institution, Coinbase's negotiating stance on the issue of stablecoin interest may ease up somewhat...

Informatica Inc.

BMNR Extreme Value Deduction 4.07

Looking foward to see the appreciation of ethereum ☺️. Let’s go BMNR😉.

Fattycat

JD Return Rate

BABA Diamond Holder

Last week, the Middle East conflict continued to drag down the broader market, but ETH remained relatively resilient, still holding above 2k. The Clarity Act is expected to be reviewed by the banking committee in mid-April. If it fails to pass this time, with the midterm elections approaching, there will be no hope for it this year. Therefore, the regulatory agencies led by the White House are pushing forward with full force. The current deadlock is still on the regulations regarding interest-bearing stablecoins. Coinbase's CEO (referred to as &#34;coin bald head&#34; in the original) still refuses and has stated he will propose a counter-proposal for negotiation. There are still two to three weeks left, and it's uncertain whether the two sides can reach an agreement. BMNR's fundamentals actually saw a very important change this week...

XI2CSOPCOIN

BMNR Extreme Value Deduction 3.31

Last week's analysis indicated that both ETH and BMNR were in a bottoming phase, reflecting that even more negative macro crises did not push ETH down to its previous low of 1.7k. It was also mentioned that &#34;this position is like a spring compressed into a very tight range, with limited downside but accumulating upward potential.&#34; The crypto rebound over the past two days has confirmed this judgment, with BTC breaking through 75k and ETH approaching 2.4k, both challenging the huge max pain of the 3.27 options chain. Meanwhile, there has been progress on the regulatory front, with policymakers gathering in DC this week...

Destiny Tech100

BioMarin Pharma

OpenAI

BMNR Extreme Value Deduction 3.17

BlackRock's ETF offering ETH staking yield has launched, and Fidelity may follow suit next. This means more institutionally held ETH will enter the staking queue, which will bring about a certain degree of deflation in ETH's circulating supply$iShares Staked Ethereum ETF(ETHB.US)

Grayscale Ethereum Mini Staking ETF(ETH.US)

Binance Schedules Crypto Analysis and Strategy Live Streams

Binance to Conduct Ethereum Network Wallet Maintenance

Bankr halts transactions post 14 wallets hacked. Users advised to create new wallet, generate new seed phrase, and revoke approvals.

Hyperliquid to Gradually Lower HYPE Staking Requirement for DEX Deployment

Verus-Ethereum Bridge Exploit Results in $11 Million Loss