Grayscale Bitcoin Mini Trust ETF

Square/Block

Financial Analysis

CASH

The US 'Alipay' — $Block(XYZ.US) (XYZ.US) — reported Q1 2026 results after the US close on May 8. The quarter was solid, with revenue and profit beating estimates and momentum improving. Guidance for next quarter was also constructive, with a positive tone on trends.1) Growth and profitability were both strong. Total revenue rose ~5% YoY, weighed by a sharp decline in bitcoin revenue.Ex‑bitcoin, core revenue was about $4.26bn (+~23% YoY). Growth accelerated by ~100bps vs. last quarter and was clearly ahead of Bloomberg estimates...

Block

Pathward Fin

SQ, the 'US Alipay': growth via credit, profits via layoffs?

Coinbase

CRCL

COIN

BASE

$Coinbase(COIN.US) reported Q1 results, and most of the pullback was largely as anticipated. The quarter played out against a backdrop of the CLARIFY bill stalling and Middle East tensions lifting oil and even reviving rate-hike expectations, both negatives for risk assets.However, crypto-exposed stocks moved ahead of fundamentals; as geopolitical tensions eased in Apr, digital assets staged a rebound. Versus last quarter’s earnings day, BTC climbed from $67k to $80k, and Coinbase’s valuation rose from $38.5bn to $50bn...

Circle

Emeren

Couchbase

COIN: Long Dry Spell, Awaiting Timely Policy Tailwinds

The U.S. counterpart to Alipay — $Block(XYZ.US) (XYZ.US) reported Q4 2025 after hours on Feb 27. The surprise plan to cut headcount by 40% overshadowed the print.Driven in part by that announcement, the stock jumped over 20% post-earnings. The headline move drew most of the attention.As usual, we will first review the quarter, then discuss views on this near 'halve-the-company' move in the opinion section. 1) Core revenue and adj. profit beat expectations; on overall results...

Block: US 'Alipay' slashes headcount by 40%; is compute displacing labor?

Grayscale Bitcoin Mini Trust ETF Reports 2025 Fiscal Year Financial Performance

Grayscale Bitcoin ETF Dives 8.36% in US Pre-Market

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

InMed Pharmaceuticals

NextNRG

Amesite

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

Meiwu Tech

QUARTZSEA ACQUISITION CORP ORD USD0.0001 (18/02/2030) (S/R)

CN Energy

Generation Income Properties

MetaVia

RIOT

GLXY

MARA

ABTC

ETHE

BTCW

BITO

BRRR

EZBC

IBIT

GSOL

BITB

BTCO

The number of active crypto developers has dropped from 45,000 to 23,000, but the count of experienced developers is at a historic high. Many are moving to the AI sector, leading to a re-evaluation of blockchain talent in areas like computing power aggregation and agent payments, creating new opportunities in the industry.

CoinLive

Riot Platforms

Galaxy Digital

Mara

Hut 8 Mining

Galaxy Digital Holdings Ltd.

American Bitcoin

Bitdeer Tech

Grayscale Ethereum Staking ETF

Bitfarms Canada

BTCS

Grayscale Ethereum Mini Staking ETF

Fidelity Ethereum Fund

Franklin Ethereum ETF

Fidelity Wise Origin Bitcoin Fund - ETF

Leverage Shares 2X Long GLXY Daily ETF

Invesco Galaxy Ethereum ETF

21Shares Ethereum ETF

WisdomTree Bitcoin Fund

ProShares Bitcoin Strategy ETF

Siren ETF Trust Siren Nasdaq NexGen Economy ETF

Valkyrie Bitcoin and Ether Strategy ETF

IShares Ethereum Trust ETF

GraniteShares 2x Long MARA Daily ETF

Bitwise Ethereum ETF

CoinShares Bitcoin ETF

Amplify Transform Data Sharing ETF

T-REX 2X Long GLXY Daily Target ETF

Franklin Bitcoin ETF

Global X Blockchain ETF

ARK 21Shares Bitcoin ETF

Proshares Ether Strategy ETF

Defiance Daily Target 2X Long RIOT ETF

iShares Bitcoin Trust ETF

Grayscale Solana Staking ETF

Bitwise Bitcoin ETF

Invesco Galaxy Bitcoin ETF

Direxion Daily Crypto Industry Bull2XETF

Blockchain Developer Numbers Shift Amid AI Migration

GBTC

HODL

Iran has launched a Bitcoin-backed shipping insurance service, Hormuz Safe, for vessels transiting the Strait of Hormuz. This initiative coincides with the establishment of the Persian Gulf Strait Authority to manage traffic and collect fees. The service offers cryptographically verifiable insurance policies, but is limited to vessels cooperating with Iran, excluding those linked to US-Israeli military actions. The involvement of Babak Zanjani, known for sanctions evasion, raises concerns about foreign participation amid US sanctions.

- Iran has launched Hormuz Safe, a Bitcoin-backed shipping insurance service for vessels transiting the Strait of Hormuz.  
- This initiative coincides with the establishment of the Persian Gulf Strait Authority, intended to manage traffic and collect fees, while only allowing vessels cooperating with Iran to access the route.  
- The launch of these mechanisms indicates Iran’s intent to formalize its control over the waterway, despite potential challenges in attracting foreign participants due to US sanctions.

Investinglive

Grayscale Bitcoin Trust BTC - ETF

Bit Digital

GraniteShares 2x Long COIN Daily ETF

Bitwise Crypto Innovators ETF

Roundhill COIN WeeklyPay ETF

VanEck Bitcoin ETF

Valkyrie Bitcoin Miners ETF

ICYMI - Iran launches Bitcoin-backed ship insurance scheme for Strait of Hormuz transit

MSTR

Strategy (STRC) acquired an additional 24,869 BTC for $2.01 billion, raising its total holdings to 843,738 BTC, over 4% of Bitcoin's supply. The purchases were funded through sales of Class A common stock and preferred stock. Strategy's stock fell 5.1% last week but is up 14.8% year-to-date. The company also proposed changing its dividend payment schedule for STRC to enhance liquidity and market efficiency.

The Block

Strategy

Microstrategy Inc Pref Shares STRC 9.0 Perp

MicroStrategy Pref Shares MSTR 8.0 Perp

Twenty One Capital

Red Planet Japan, Inc.

Bullish

Strive

MicroStrategy Pref Shares MSTR 10.0 Perp

Strive Inc Pref Shares SATA 12.0 Perp 12/10/25

‘Big dot energy’: Michael Saylor’s Strategy buys another 24,869 BTC for $2 billion as total holdings top 4% of bitcoin supply

Grayscale Bitcoin Mini Trust ETF fell 3.17% in the night session

Price Alert

U.S. stock night market volatility: Grayscale Bitcoin Mini Trust ETF fell 3.17% in the night market, as global risk assets were sold off and inflation concerns intensified market risk aversion

Michael Saylor, executive chairman of Strategy, suggested selling Bitcoin during a recent earnings call to protect the asset's long-term interests. He emphasized the importance of liquidity in the Bitcoin market and indicated that not utilizing their Bitcoin could impair its value. This statement has sparked speculation within the Bitcoin community, contrasting with the company's previous 'never sell' strategy. Strategy currently holds 818,869 BTC, having consistently bought since August 2020.

- Strategy executive chairman Michael Saylor discussed the possibility of selling Bitcoin to protect its long-term interests during a recent earnings call, noting the company owns approximately $65 billion in Bitcoin.  
- He emphasized that selling could prevent impairing the asset, which underpins 98% of the company's value, amidst rising speculation in the Bitcoin community regarding such a shift in strategy.  
- Strategy, which has been acquiring Bitcoin since August 2020, currently holds 818,869 BTC at an average price of $75,540 per coin and recently bought an additional 535 BTC for $43 million.

Cointelegraph

Michael Saylor floated Bitcoin sales idea to avoid 'impairing' the asset

Bitcoin has dropped below $78,000, losing over $80 billion in market value amid geopolitical tensions following Iran's threat to impose tolls on the Strait of Hormuz. The selloff, exacerbated by profit-taking after the Senate Banking Committee's CLARITY Act vote, has led to significant liquidations in leveraged positions. Analysts suggest that the market is in a bearish trend, with predictions of further declines. Bitcoin currently trades 38% below its October high of $126,080.

Beincrypto

Roundhill MSTR WeeklyPay ETF

Direxion Daily Crypto Industry Bear1XETF

Leverage Shares 2x Cpd Acclrtd MSTRMnETF

GraniteShares 2x Long MSTR Daily ETF

GraniteShares 2x Short COIN Daily ETF

Leverage Shares 2X Long COIN Daily ETF

Bitcoin Drops Below $78,000 as Iran Makes Latest Threat on Hormuz

Bitcoin's price has slipped to $78K after a rally halted at $82K due to resistance and profit-taking. Spot Bitcoin ETFs experienced $131M in inflows but remain volatile. Key support is at $77,608 and resistance at $82,663, with potential targets of $85,774 on a breakout and $73,719 on a breakdown.

- Bitcoin's upward movement halted at $82,000 due to significant profit-taking and resistance from moving averages.  
- Spot Bitcoin ETFs experienced $131 million in inflows, although volatility persists with recent outflows impacting market sentiment.  
- Traders are monitoring the critical support level at $77,608 and resistance at $82,663, with potential breakout or breakdown targets at $85,774 and $73,719, respectively.

CleanSpark

Argo Blockchain

Argo Blockchain plc

Grayscale Bitcoin Miners ETF

Invesco Alerian Galaxy Crypto Economy ETF

Inv Alerian Galaxy Blockchain Users & Decentralized Com ETF

Bitwise Bitcoin Std Corporations ETF

Bitcoin slips to $78K as resistance caps CLARITY Act rally

Bitcoin has slipped towards $79,000, down 2% in the past 24 hours, as rising US Treasury yields and inflation concerns weigh on market sentiment. Ethereum also fell 1% to $2,217. The global crypto market cap decreased by 2% to $2.63 trillion. Analysts suggest that Bitcoin's pullback is part of a broader risk-off trend, with key resistance at $82,000–$82,500. Institutional activity remains supportive, with strong inflows into Bitcoin ETFs amid improved regulatory optimism.

economictimes

Bitcoin slips towards $79K as higher Treasury yields and oil prices pressure trigger risk-off sentiment

Sentiment around Bitcoin has surged following the Senate Banking Committee's advancement of the US CLARITY Act, which aims to clarify regulations for the crypto industry. Bitcoin is currently trading at $79,084, up 3.15% since May 1. While optimism is high, Santiment warns of potential caution as market sentiment may not always align with actual movements. White House crypto advisor Patrick Witt noted that further work is needed before the legislation is finalized, but its passage could attract more institutional investment into the crypto market.

- Sentiment around Bitcoin's price direction is bullish as the US CLARITY Act advances, bringing hope for regulatory clarity in the crypto industry.  
- Bitcoin has risen 3.15% to $79,084, bolstered by positive social media reactions, though caution is advised due to potential market volatility.  
- While the act is viewed as a significant step for the crypto sector, White House crypto advisor Patrick Witt emphasized that further work is needed before finalizing the legislation.

US CLARITY Act brings ‘major spike of euphoria’ to Bitcoin: Santiment

CME Group plans to launch Nasdaq CME Crypto Index futures on June 8, pending regulatory approval. The index will cover major cryptocurrencies like BTC, ETH, SOL, and XRP. This launch coincides with U.S. lawmakers advancing the CLARITY Act to establish crypto market regulations.

Nasdaq

CME to debut Nasdaq crypto index futures in June

$BTC/USD(BTCUSD.HAS)🏆 [Weekly] Bitcoin Pauses: Correction or Consolidation Amid Macro &amp; Regulatory Clouds?Bitcoin trades at $77,888, stalling at the $79,340–$82,959 resistance zone. The daily chart signals fading momentum, compounded by major fundamental shifts.🔷Technical Snapshots1️⃣ Structure: Price broke below the mid-Bollinger Band ($79,340), testing the 20-day SMA.2️⃣ Key Levels: Critical support at $75,721 (lower band); a close below shifts focus to $70K–$68K. Resistance at $79,340.3️⃣ Momentum: RSI dropped from 60 to 48.04, losing bullish steam but not yet oversold.4️⃣Trend: Uptrend from March lows holds only if $75K support defends.🔷Fundamental Snapshots🟢 Regulation: Clarity Law: New U.S. crypto legislation aims to define assets and set rules, bringing long-term certainty but near-term compliance uncertainty, cooling institutional inflows.🟢 Geopolitical Risk: Rising tensions (Middle East, trade frictions) spark safe-haven rotation into cash/gold, weighing on risk assets like BTC.🟢 Fed Policy Uncertainty: New Fed Chair signals data-dependent policy, pushing rate cut bets to later in 2026; higher-for-longer rates pressure non-yielding assets.🟢 ETF Flows: Inflows slowed sharply, with occasional outflows as institutions pause amid macro/regulatory fog.🟢 Accumulation: Whales/LTHs hold, but buying has stalled with no distribution and indecision.🔷The VerdictNeutral / Cautiously Bullish.Technically trend is up but fragile. And that most analysts expect a $75K retest before a bounce; a break below $74K risks deeper correction. Long-term bulls await regulatory clarity and rate cuts to re-enter. Not financial advice. Do your own DD.😁

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...

BitMine Immersion Tech

BITMINE IMMERSION TECNOLOGIES INC

BMNR Extreme Value Deduction 5.12

Highest 82.5k this morning before pull back. Is it possible to reach 85k🤔. Better be prudent. 🤭. Don’t FOMO.

Fattycat

JD Return Rate

BABA Diamond Holder

tanken

Ranks in the top 10% of account holders by rate of return
Calculated based on your Longbridge (Singapore) A/C

Rate Of Return

Apple

🏆 [Weekly] Bitcoin Review: The Ultimate Decider – Breakout to $120k or Crash to $20k? 📉🚀Bitcoin is currently at a historical crossroads. The daily chart reveals a massive shift in market structure that will likely define the crypto landscape for the next year. Here is the critical breakdown.🔷Technical Snapshots🟢The Decisive Breakout: BTC has successfully broken out of a multi-month descending parallel channel. Price is currently holding at $80,716, acting as a springboard for the next major move.🟢Trend Reversal: After a sharp correction in early 2026, the recovery above the $78,581 support level suggests that the bearish cycle may have bottomed out.🟢The Fork in the Road: Two clear paths emerge. The bullish yellow arrow targets a climb toward $120,000, while a failure to hold current levels could see a catastrophic “liquidity grab” toward the red arrow target of $20,000.🔷Fundamental Snapshots🟢Institutional Adoption: Increasing balance sheet allocations from public companies are providing a stronger price floor than in previous cycles.🟢Global Liquidity: Anticipation of shifting central bank policies and potential rate cuts later in 2026 is acting as a tailwind for “digital gold.”🟢Regulation: Clarity in major markets is reducing the “risk-off” sentiment, encouraging long-term holding (HODLing) over speculative trading.🔷The VerdictBullish Reversal Confirmed. The breakout from the downward channel is a high conviction signal. As long as BTC maintains support above $75,000, the path of least resistance is upward.Strategy: Proceed with extreme caution. Avoid chasing the pump at these levels; instead, wait for a confirmed hold of the $78,000 support floor. Tight stop losses are mandatory, as a failure to maintain this level could trigger a rapid descent toward the $36,422 liquidity gap.Not financial advice. Do your own DD and exercise risk management at all times.

Jujinho

Ranks in the top 30% of account holders by rate of return
Calculated based on your Longbridge (Singapore) A/C

S63 Return Rate

$BTC/USD(BTCUSD.HAS)🏆 [Weekly] Bitcoin Review : BTC Eyes $80K. Institutional Frenzy Drives New Peaks Bitcoin is showing a masterclass in trend continuation, trading at $78,407. As May begins, the 4H market structure suggests the path of least resistance remains firmly upside, fueled by a perfect storm of technical strength and institutional backing.🔷Technical SnapshotsThe 4H chart reveals a robust ascending structure with clear momentum.1️⃣Indicators: BTC is riding the “upper rail” of the Bollinger Bands and VIDYA, a classic sign of a strong trend.2️⃣Key Levels: Immediate resistance sits at $78,929, while a solid support floor has formed at $76,976.3️⃣Delta Volume: Buying remains dominant with a 27.62% Delta. The 19.046K Buy volume significantly outpaces sells, confirming “smart money” is absorbing supply at these highs.🔷Fundamental SnapshotsThe “Supply Shock” is now clearly visible in market data.🟢ETF Inflows: Massive Spot ETF inflows continue to act as a tailwind, removing liquidity from exchanges daily.🟢Heavy Accumulation: On-chain metrics show long-term holders have shifted back to re-accumulation and reducing circulating supply.🟢Macro Stability: Bitcoin’s fixed supply continues to attract capital from traditional markets seeking hard assets.🔷Analyst SentimentSentiment is overwhelmingly positive, with short-term targets may shift toward $82K–$85K. Analysts view current consolidation as a healthy “launchpad” phase for the next major breakout.🔷The VerdictBullish. The technicals is in the “power zone” and fundamental demand are hitting records. Hence the outlook looks pretty strong. A decisive break above $79K will likely trigger a rapid move toward new all-time highs.⚠️Not financial advice. Do your own DD and exercise risk management at all times.

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...

S&P 500

SPDR S&P 500

VG S&P 500 Grw

Huatai-PB NASDAQ 100 ETF(QDII)

BMNR Extreme Value Deduction 4.28

2 sides to every coin... $Grayscale Bitcoin Mini Trust ETF(BTC.US)Source: TrendSpider

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: Iran’s Abbas Araqchi leaves Islamabad without meeting US envoys, say Pak officials - $Invesco QQQ Trust(QQQ.US) $SPDR S&amp;P 500(SPY.US) $United States Oil Fund LP(USO.US) $Grayscale Bitcoin Mini Trust ETF(BTC.US) $Grayscale Ethereum Mini Staking ETF(ETH.US)Source: Hardik Shah

United States Oil Fund LP

Invesco QQQ Trust

Proshares UltraPro Short QQQ ETF

ProShares Shrt QQQ