WisdomTree Bitcoin Fund

Today’s Key News Recap

GBTC

03042

03135

IBIT

BTCW

09988

89988

HBBD

BABA

01810

81810

HXXD

XIACY

0522 | Dolphin Research Key Points: 🐬 Macro/Industry 1. The U.S. 20-year Treasury auction saw weak demand, with the awarded rate rising to 5.047% and the bid-to-cover ratio dropping to 2.46 times, nearly the worst performance since its launch five years ago. The surge in long-term U.S. Treasury yields dragged down U.S. stocks, increased risk aversion, pushed gold higher, and Bitcoin hit a new all-time high. The auction results exposed market concerns about the sustainability of U.S. long-term debt. Dolphin Research's brief review can be found in &#34;U.S. 20-Year Treasury Auction Ends in Disappointment&#34;...

Grayscale Bitcoin Trust BTC - ETF

CAM BTC

FA SAMSUNG BTC

iShares Bitcoin Trust ETF

BABA-W

BABA-WR

Alibaba HK SDR 5to1

Alibaba

XIAOMI-W

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

Weak U.S. bond auction drags down U.S. stocks; Alibaba Digital Media and Entertainment rebrands | Today's important news recap

Company Q1 2026 Financial Report: Severe Losses from Bitcoin Investment

WisdomTree Bitcoin Fund Announces 2025 Fiscal Year Financial Data

Bitcoin Dips 3.5% to $85,725 Intraday

Bitcoin falls to $115,000, Ethereum down over 5%

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

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

Wellgistics Health

Huachen AI Parking Management Tech

GeoVax Labs

Sunshine Biopharma

AIM ImmunoTech

Virax Biolabs

NextNRG

GCT Semiconductor

Pinned News

置顶新闻

The Clarity Act is about to be implemented: Layout of six major business sectors

COIN

RIOT

FBTC

BITB

BLOK

BITO

HODL

The CLARITY Act is set for implementation, resolving the stablecoin interest debate with a bipartisan compromise. It prohibits static interest on holdings while allowing incentive income from business activities. The Senate Banking Committee has passed the bill, expected to be finalized by July, ahead of the August recess. This marks a shift towards behavior-based incentives in the crypto industry, with implications for institutional standardization and compliance costs affecting innovation.

- The bipartisan compromise on stablecoin yields prohibits static interest on holdings while allowing income from business activities, marking a significant legislative shift.  
- The CLARITY Act, expected to be officially passed in July 2026, clarifies regulatory roles with the SEC and CFTC, creating a legalized framework for token issuance and exempting fully decentralized DeFi protocols from regulation.  
- This change is anticipated to foster institutional investment, reshape the cryptocurrency market into a compliant ecosystem, and slow innovation due to increased regulation and compliance costs.

CoinLive

Coinbase

Riot Platforms

Fidelity Wise Origin Bitcoin Fund - ETF

Bitwise Bitcoin ETF

Amplify Transform Data Sharing ETF

ProShares Bitcoin Strategy ETF

VanEck Bitcoin ETF

GLXY

MARA

ABTC

BTDR

ETHE

BKCH

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.

Grayscale Bitcoin Mini Trust ETF

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

Leverage Shares 2X Long GLXY Daily ETF

Invesco Galaxy Ethereum ETF

21Shares Ethereum 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

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

Grayscale Solana Staking ETF

Invesco Galaxy Bitcoin ETF

Direxion Daily Crypto Industry Bull2XETF

Blockchain Developer Numbers Shift Amid AI Migration

Canaan reported a Q1 FY26 net loss of $88.7 million, widening from $85 million in the previous quarter. Revenue dropped to $62.7 million from $196.3 million, with a gross loss of $22.9 million. The operating loss increased to $54.3 million. Installed mining power rose to 11 EH/s, with a bitcoin output of 257 BTC. The outlook for Q2 revenue is projected between $35 million and $45 million.

PUBT

Grayscale Bitcoin Miners ETF

Fidelity Crypto Industry And Digital Payments ETF

Bitwise Crypto Innovators ETF

Schwab Crypto Thematic ETF

Invesco Alerian Galaxy Crypto Economy ETF

Bitwise Bitcoin Std Corporations ETF

Inv Alerian Galaxy Blockchain Users & Decentralized Com ETF

Canaan

Canaan Q1 FY26 operating loss widens to US$54.3 million; revenue drops to US$62.7 million

CORZ

Bernstein analysts see bitcoin miners benefiting from rising AI infrastructure demand, assigning 'Outperform' ratings to IREN, Riot Platforms, CleanSpark, and Core Scientific, while MARA Holdings is rated 'Market Perform.' IREN shows a potential 98.1% upside, with other miners also having significant upside potential. The report highlights over $90 billion in AI deals and the miners' control of 27 gigawatts of power capacity, despite facing regulatory challenges and risks related to energy consumption.

- Analysts at Bernstein report that bitcoin miners might benefit from rising AI infrastructure demand, assigning “Outperform” ratings to IREN, Riot Platforms, CleanSpark, and Core Scientific, while MARA Holdings is rated “Market Perform.”  
- They highlight over $90 billion in AI deals involving miners, who control more than 27 gigawatts of planned power capacity, serving an increasing compute demand amid regulatory challenges.  
- Despite risks, miners are seen as well-positioned due to existing grid access and operational sites, though companies face scrutiny over energy consumption and potential regulatory shifts.

The Block

Core Scientific, Inc.

CleanSpark

IREN

Tradr 2X Long IREN Daily ETF

Valkyrie Bitcoin Miners ETF

Defiance Daily Target 2X Long IREN ETF

Tradr 2X Long CORZ Daily ETF

AllianceBernstein

Alphabet

Alphabet - C

Blackstone

NVIDIA

Amazon

CLEANSPARK INC C/WTS 29/12/2028 (TO PUR COM)

Core Scientifc - CW29

Core Scientifc - CW27

NVIDIA Corporation

‘Follow the gigawatts’: Bernstein sees upside in several bitcoin miners amid $90 billion in AI data center deals

Kevin O'Leary, a prominent investor, distinguishes Bitcoin as a 'speculative asset' due to its volatility, while asserting that stablecoins hold 'real value' backed by U.S. Treasuries. He emphasizes the efficiency of stablecoins for financial transactions and highlights the potential of tokenizing S&P 500 elements on blockchain. O'Leary advocates for investing in cryptocurrency infrastructure, considering Bitcoin and Ethereum as the 'gold standards' of the market.

- Kevin O’Leary highlights the difference between Bitcoin, described as a volatile speculative asset, and dollar-denominated stablecoins, which have value due to being backed by U.S. Treasuries.  
- He emphasizes that stablecoins enable fast, low-cost transfers compared to traditional transfer systems and sees potential in tokenizing economic elements on the blockchain.  
- O’Leary advocates for investing in cryptocurrency infrastructure and believes Bitcoin and Ethereum are sufficient to capture most market volatility.

benzinga_article

GraniteShares 2x Long COIN Daily ETF

VanEck Ethereum ETF

Roundhill COIN WeeklyPay ETF

Direxion Daily Crypto Industry Bear1XETF

Bitwise MARA Option Income Strategy ETF

GraniteShares 2x Long MSTR Daily ETF

Leverage Shares 2X Long COIN Daily ETF

S&P 500

Circle

Robinhood

Kevin O'Leary Says 'Volatile' Bitcoin Is 'Speculative'—But Stablecoins Have 'Real Value'

The SEC plans to introduce a rule allowing 24/7 trading of digital tokens representing shares of public companies, enabling trading on decentralized finance apps. However, these tokens may lack traditional investor rights. Major exchanges like NYSE and Nasdaq are adapting to this shift, while experts warn of potential risks, including market fragmentation and security vulnerabilities.

- The Securities and Exchange Commission plans to introduce a new rule allowing trading of digital crypto tokens representing shares of public companies, letting firms create these tokens without prior approval from the businesses.  
- Traditional stock exchanges, including the New York Stock Exchange and Nasdaq, are adapting to accommodate these changes, with innovations like blockchain platforms and new token designs.  
- However, experts caution that this shift could expose everyday investors to risks, including the loss of safety regulations and increased vulnerability to fraud and hacking.

Tip Ranks

Global X Fintech

ARK Fintech Innovation ETF

Apple

Nasdaq

Bullish

SEC Eases Crypto Rules to Allow Aggressive 24/7 Trading of Tokenized Stocks

CryptoQuant analyst Sunny Mom has highlighted that the BTC HODL Waves data indicates a potential cycle bottom forming in the range of $65,900 to $70,500. According to Odaily, this analysis provides insights into the current Bitcoin market trends.

BTC HODL Waves Suggests Potential Cycle Bottom

YBTC

Prime Trust's post-bankruptcy trust has filed a lawsuit against Swan Bitcoin, alleging the company exploited insider information to withdraw nearly $1 billion in assets just before Prime Trust's bankruptcy in August 2023. The suit claims Swan received significant cash and Bitcoin transfers, facilitated by a senior Prime Trust executive who was also an adviser to Swan. The lawsuit seeks to recover these assets and disallow any future claims from Swan against the estate until restitution is made.

Cointelegraph

Roundhill Bitcoin Covered Call Strategy ETF

Swan Bitcoin sued for nearly $1B over pre-bankruptcy transfers from Prime Trust

Arthur Hayes, speaking at Consensus Miami 2026, argued that Bitcoin's value is driven by global fiat currency liquidity rather than regulatory policies. He reviewed the monetary policies of past US administrations, emphasizing that liquidity factors like quantitative easing and fiscal spending are crucial for Bitcoin's price. Hayes suggested that the crypto industry should focus on supporting open-source developers instead of solely engaging with traditional financial institutions. He concluded that Bitcoin's growth is independent of political influences, highlighting its role as a non-state-controlled asset.

Daily Target 2X Long MSTR ETF

Arthur Hayes' speech: Bitcoin does not need regulation to prove its value

BITI

A petition in South Korea to abolish virtual asset taxation has received 39,956 signatures, approaching the 50,000 needed for parliamentary review. Posted on May 13, the petition will remain open until June 12, with the petitioner calling for a fundamental review of the tax system before implementation.

ProShares Short Bitcoin Strategy ETF

iShares Blockchain And Tech ETF

Proshares Ultra Ether ETF

ProShares Ultra Bitcoin ETF

South Korean Petition Nears Signature Threshold to Halt Virtual Asset Taxation

Investors in Bitcoin are monitoring the support zone between $74,000 and $75,000 with great interest. This comes as exchange inflows increase and market indicators show signs of weakening after Bitcoin lost momentum above $82,000.

Unusual Whales

Defiance Leveraged Long + Inc MSTR ETF

BTC's crucial support battle at $74K, with focus on $74,000-$75,000 zone amid rising inflows and weakening signals post $82K loss.

WisdomTree Bitcoin Fund(BTCW.US)

The Clarity Act is about to be implemented: Layout of six major business sectors

Blockchain Developer Numbers Shift Amid AI Migration

Canaan Q1 FY26 operating loss widens to US$54.3 million; revenue drops to US$62.7 million

‘Follow the gigawatts’: Bernstein sees upside in several bitcoin miners amid $90 billion in AI data center deals

Kevin O'Leary Says 'Volatile' Bitcoin Is 'Speculative'—But Stablecoins Have 'Real Value'