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According to HyperInsight monitoring, Huang Licheng has reduced his Ethereum long position, currently only 9 dollars away from the liquidation price, with losses exceeding 2.7 million dollars in the past month. He currently holds:A long position in ETH worth 8.91 million dollars, with an opening price of 2,314.57 dollars, and an expected liquidation price of 2,220.22 dollars;A long position in BTC worth 7.93 million dollars, with an opening price of 80,864.5 dollars, and an expected liquidation price of 78,748 dollars.

ARK Invest, led by Cathie Wood, submitted its Q1 2026 13F report, which shows a significant increase in holdings of Circle, Robinhood, Bitmine, and Bullish, while reducing its position in Coinbase.Specifically, ARK Invest significantly increased its holdings in Circle (CRCL) by approximately 368,000 shares, raising its total to about 4.5 million shares, with a market value of approximately $430 million, accounting for 3.34%; it also increased its holdings in Robinhood (HOOD) by about 1.19 million shares, with a market value of approximately $416 million; Bullish (BLSH) and Bitmine (BMNR) saw increases of about 1.74 million shares and 240,000 shares, respectively. Additionally, ARK Invest reduced its position in Coinbase (COIN), currently holding about 2.37 million shares, with a market value of approximately $414 million, accounting for 3.22%.

BlackRock, the world's largest asset management company, submitted its Q1 2026 13F report, showing a significant adjustment in its holdings of crypto-related stocks.Among them, it increased its holdings in MicroStrategy (MSTR) by approximately 3.14 million shares, raising its total to 17.75 million shares, with a market value of about $2.216 billion; it increased its holdings in Bitmine (BMNR) by approximately 2.02 million shares, bringing its total to about 11.08 million shares, with a market value of about $219 million.At the same time, it reduced its holdings in Coinbase (COIN) by approximately 330,000 shares, bringing its total to about 16.74 million shares, with a market value of about $2.924 billion; it reduced its holdings in Circle (CRCL) by approximately 610,000 shares, bringing its total to about 5.06 million shares, with a market value of about $483 million.

According to HyperInsight monitoring, "Brother Ma Ji" Huang Licheng has reduced his Ethereum long position, with losses exceeding 2.33 million USD in the past month. He currently holds:A long position in ETH worth 22.6 million USD, with an opening price of 2,314.57 USD, and an expected liquidation price of 2,244 USD;A long position in BTC worth 8.1 million USD, with an opening price of 80,864.5 USD, and an expected liquidation price of 78,610.6 USD.

Aptos posted on platform X stating that Aptos is the first L1 to support dynamically scheduled formal verification, which can be mathematically proven to operate as designed. Aptos claims that AI writes specifications, mathematically proves their correctness, and Move Prover serves as the oracle, which is the trust layer between the market and machines.

According to the latest 13F filing, Wall Street quantitative trading giant Jane Street significantly reduced its holdings in multiple Bitcoin-related assets in the first quarter of 2026, while increasing its positions in Ethereum ETFs and some crypto stocks. Among them, Jane Street's holdings in BlackRock's IBIT shares decreased by about 71% to 5.9 million shares, valued at approximately $225 million; Fidelity's FBTC holdings were reduced by about 60% to about 2 million shares, valued at approximately $115 million. In addition, its Strategy holdings also fell from about 968,000 shares in the fourth quarter of 2025 to about 210,000 shares, with the value dropping from about $146 million to about $27 million, while it also reduced its holdings in Bitcoin mining stocks such as IREN, Cipher Mining, TeraWulf, and Core Scientific.On the other hand, Jane Street significantly increased its holdings in Ethereum ETFs, with BlackRock's ETHA and Fidelity's ETH funds adding approximately $82 million in new positions. At the same time, its holdings in Riot Platforms, Coinbase, and Galaxy Digital all increased, with Galaxy Digital's holdings rising sharply from about 17,000 shares to about 1.5 million shares.

According to on-chain analyst @ai_9684xtpa, a certain address is suspected of reducing its holdings by 40 WBTC.This address had previously withdrawn a total of 50.91 WBTC from exchanges between February 2024 and February 2026, and it has been over two years since its initial position was established. This is its first operation to recharge to the exchange. If the relevant WBTC has been sold, its return rate is approximately 35.7%, corresponding to a profit of about $847,000. Currently, this address still holds 10.965 WBTC on-chain.

Quantitative giant Jane Street disclosed in its latest 13F filing submitted to the SEC that it significantly reduced its exposure to Bitcoin ETFs in the first quarter of 2026, with its holdings in IBIT decreasing by approximately 71% to 5,872,212 shares, equivalent to about $225.6 million. The holdings in FBTC decreased by about 60% to 1,954,174 shares, equivalent to about $115 million.In addition, its holdings in MSTR also decreased by approximately 78% to 209,833 shares, equivalent to about $26.18 million.

According to Bits.media, Wells Fargo disclosed its holdings in cryptocurrency ETFs to the U.S. SEC. In the first quarter, the bank increased its position in Ethereum ETFs, with a 63.5% increase in shares of BlackRock's iShares Ethereum Trust ETF (ETHA), rising from 672,600 shares to 1,100,000 shares; and a 37% increase in shares of Bitwise Ethereum ETF (ETHW), rising from 186,800 shares to 257,000 shares. Despite a net outflow of approximately $769 million from Ethereum spot ETFs in the first quarter and a 29% drop in ETH prices, Wells Fargo still holds about $21.5 million in Ethereum ETFs, with BlackRock products accounting for $17.6 million.In terms of Bitcoin ETFs, the bank's investments in Bitwise Bitcoin ETF and Grayscale Bitcoin Mini Trust grew by approximately 24% and 41%, respectively. BlackRock's iShares Bitcoin Trust remains the main holding, at about $250 million. Wells Fargo also significantly adjusted its holdings in cryptocurrency-related stocks: it reduced its stake in Galaxy Digital by 97%, from 2.5 million shares to 78,600 shares; while increasing its stake in Strategy by 125%, from 322,700 shares to approximately 726,000 shares.

According to monitoring by Hyperinsight, ZEC has fallen from its peak to around $550. The "largest short seller of ZEC" continued to stop-loss and reduce their ZEC short position in the afternoon, with a cumulative closing scale exceeding $5 million. This address previously had a ZEC short position of $12.6 million, and after the reduction, the remaining position is about $8.02 million, with a current floating loss of about $1.17 million.This short position was opened on March 10 at an average price of about $210, coinciding with a recent local low. At one point, the floating loss reached as high as $2.4 million, enduring several months of holding and averaging down until ZEC experienced a phase correction.The margin released from reducing ZEC was quickly redirected by this address to short BTC and ETH: a BTC short position was opened shorting 160 coins with 20x leverage, briefly pushing the scale up to $13 million, with an average price of $80,441; an ETH short position was opened shorting 1,866 coins with 15x leverage, with a scale of $4.27 million, at an average price of $2,286. As of the time of writing, both short positions are still being increased.

The new crypto bank and non-custodial financial application Tria announced a 50% reduction in futures trading fees on its platform, with the rate dropping from the original 0.1% to 0.05%.It is reported that this fee reduction applies to all contract trades made by users within the Tria app through integrated protocols (including Decibel and Hyperliquid), aiming to further lower users' trading costs.

According to Jinshi News, Amin Nasser, President and CEO of Saudi Aramco, stated on the 10th that global oil supply has decreased by about 1 billion barrels over the past two months.During a media interview that day, Nasser mentioned that even if energy flows return to normal, the entire system will take some time to return to normalcy. Saudi Aramco indicated that the East-West pipeline is an important supply artery that helps alleviate global energy shocks and provides certain assurances to customers affected by shipping restrictions in the Strait of Hormuz.

Bitget officially launched a new educational series called "Panoramic Trading Room UEX Roundtable." This series focuses on advanced traders, with the core concept of "Beyond the Chart," covering professional topics such as advanced technical analysis, cross-asset allocation strategies, order flow interpretation, and risk control system construction. The series invites industry veteran analysts to deeply analyze real trading cases, helping traders overcome the critical threshold from "reading charts" to "execution," gradually establishing a more systematic trading framework.The product manager of Bitget UEX stated: The crypto market is never short of information; what is truly scarce is a mature trading system. Most traders are overwhelmed by a vast amount of market signals daily, making it difficult to efficiently identify and apply them. The "UEX Roundtable" adheres to a theme for each session, relying on practical case analysis methodology to ensure that the content is understandable, reusable, and applicable.The first episode of "Panoramic Trading Room UEX Roundtable" premiered on YouTube and is simultaneously covered on community channels such as X platform and Telegram. At the same time, a topic voting mechanism for the audience is open, encouraging content co-creation and continuously delivering professional content that aligns with market dynamics and focuses on practical application, empowering advanced traders continuously.

According to BBX data, this week the outflow channels of cryptocurrency infrastructure and the forward-looking financial reports of mining companies are advancing on two fronts, with the core dynamics as follows:Kraken (parent company Payward, Inc.) and the global payment network MoneyGram announced the establishment of a global strategic partnership through PR Newswire on May 5. Kraken users can withdraw cash exchanged for cryptocurrency in hundreds of fiat currencies at nearly 500,000 MoneyGram physical locations covering over 100 countries; initially focusing on cryptocurrency outflows, with plans to expand to local bank deposits and cross-border remittance flows; Kraken is responsible for customer identity verification, while MoneyGram provides licensed remittance services and compliance frameworks. Kraken co-CEO Arjun Sethi confirmed in an interview with Fortune that the company's IPO progress is "close to 80%," having previously submitted its confidential S-1 filing to the SEC. Bloomberg estimates the current valuation at approximately $13.3 billion based on a $200 million equity investment from Deutsche Börse.MARA Holdings, Inc. (NASDAQ: $MARA) officially announced on ir.mara.com on May 4 that its Q1 2026 financial report will be released after the market closes on May 11, with a conference call scheduled for 5:00 PM (ET); analyst consensus expects an EPS of approximately -$2.34 and revenue of about $184.2 million. As of the end of 2025, the company holds 53,822 BTC, with full-year revenue for 2025 at $907 million (up 38% year-on-year) and a hash rate of 66.4 EH/s; during Q1 2026, the price of BTC fell from about $87,000 to around $68,000, putting pressure on the mining company's total costs. The market will focus on the progress of its AI/HPC data center transformation and the rollout pace of the Starwood JV, which exceeds 1 gigawatt capacity.The U.S. Department of Labor released the April non-farm employment data on May 8, showing an increase of 115,000 jobs, nearly double the market expectation; Bitcoin maintained a range of $79,000---$80,000 after the data was released, with the market interpreting this "soft landing" signal as favorable for risk assets—an unheated job market means an increased probability of the Federal Reserve maintaining current interest rates, keeping the mid-term liquidity environment for cryptocurrency stable. The monthly net inflow for Bitcoin spot ETFs in April was approximately $2.44 billion, the strongest single month data of the year; April's monthly close rose by 16%, and if May's closing price remains above $76,000, it will confirm three consecutive months of positive monthly closes for Bitcoin, which Fundstrat founder Tom Lee defines as a "bear market ending signal."

Coinbase CEO Brian Armstrong posted on the X platform that there was a service outage at Coinbase yesterday, which is absolutely unacceptable. The root cause was multiple cooling units at the AWS data center failing simultaneously, leading to overheating in one server room. Most of Coinbase's systems are designed with redundancy to handle the failure of a single availability zone, and they did operate normally last night.However, centralized exchanges were not spared, as their architecture is specially optimized for low latency and customer co-location, making it difficult to simultaneously ensure fault tolerance at the availability zone level. While enabling the exchange to withstand availability zone failures would introduce latency issues and disrupt customer co-location, the team will reassess these trade-offs to at least ensure that when a switch to a different availability zone is needed, the duration of the outage can be significantly reduced. He expressed gratitude to the AWS and Coinbase teams who worked through the night to repair the issue and promised to release a detailed technical explanation later.

According to Jinshi reports, Federal Reserve's Goolsbee stated that the Federal Reserve's balance sheet can be reduced, but it is not yet clear whether it must be reduced.

SoftBank Group is scaling back a financing plan that used OpenAI equity as collateral, which was originally intended to raise about $10 billion in margin loans, and is now likely to be reduced to around $6 billion.It is reported that some lenders have expressed concerns about the transaction structure and the reliability of OpenAI's valuation as a private company, which has become one of the key factors hindering the progress of the financing. The loan was initially designed to use the OpenAI equity held by SoftBank as collateral, with a term of two years that could be extended by one year, aimed at further expanding its investment layout in the field of artificial intelligence.

According to Jinshi reports, Federal Reserve Governor Milan stated that reducing forward guidance will make the Federal Reserve's policy more flexible.