据 Onchain Lens 监测，Loracle.hl (@loraclexyz) 以均价 41.16 美元出售 55.67 万枚 HYPE，获得 2290 万美元，目前仅持有 95.8 枚 HYPE。该地址当前持仓包括：70.82 万枚 HYPE（3250 万美元），浮亏 175.6 万美元；318.74 枚 BTC（2570 万美元），浮盈 72.7 万美元；14.73 万枚 CL（1535 万美元），浮盈 5.1 万美元；3.34 万枚 BRENTOIL（716 万美元），浮盈 4.5 万美元；374.66 枚 PAXG（170 万美元），浮亏 27.1 万美元；1353 万枚 CHIP（77.8 万美元），浮亏 22.1 万美元。

据 Lookonchain 监测，某地址向 Hyperliquid 存入 150 万枚 USDC，以 5 倍杠杆开设 xyz:MU（Micron 美光）多单，持仓 6290 枚，名义价值 375 万美元。

Senate Banking Chair Tim Scott is delaying the markup of the CLARITY Act as he seeks unanimous support from all 13 Republican members before proceeding with a bipartisan markup in May. According to NS3.AI, a compromise between Senators Tillis and Alsobrooks has resolved the stablecoin yield dispute by permitting activity-based rewards while prohibiting passive yield on idle balances. Galaxy estimates the passage odds at approximately 50-50, warning that a delay beyond mid-May could significantly diminish the bill's chances of success.

Binance announced on X a series of updates to its wallet product, aimed at enhancing user experience and functionality. The latest improvements include support for stablecoin payments through the Lightning Buy feature, allowing users to switch and save their payment preferences. This update is expected to streamline the purchasing process for users who prefer stablecoins, offering a more flexible and efficient transaction experience. In addition to payment enhancements, the finance module has undergone search optimization, providing a better exploration experience across multiple categories. This improvement is designed to help users navigate the platform more effectively, making it easier to find and manage financial products. The update reflects Binance's commitment to continuously refining its services to meet user needs. Furthermore, the Hotspot Radar feature now includes direct access components, facilitating smoother browsing and trading activities. This addition aims to enhance the overall user interface, ensuring that users can quickly access and engage with trending market data. The update underscores Binance's focus on delivering a seamless and intuitive trading environment. Lastly, social media content previews have been enhanced, now supporting website icons and links to X articles. This feature is intended to improve the way users interact with social media content, providing a more integrated and visually appealing experience. Binance encourages users to explore these new features and share feedback in the comments section, as part of its ongoing effort to incorporate user suggestions into future updates.

Strategy 将于北京时间 5 月 6 日 1:00 召开 2026 年第一季度财报电话会议，内容涵盖第一季度财务业绩、数字信贷业务发展及资本市场战略。数据显示，Strategy 比特币持仓从去年第一季度末的 55.55 万枚增长至当前的 81.83 万枚。（BitcoinTreasuries.NET）

Bitget 已集成 AI 交易平台 Coincidence AI，将实时决策支持与增强型风险监测能力引入平台交易环境，进一步完善其全景交易所（UEX）框架下的智能交易基础设施。通过此次集成，Bitget 用户可直接使用 Coincidence AI 提供的市场行为分析与持仓风险评估功能。该系统基于机器学习持续处理海量市场数据，为自主交易与系统化交易提供更具结构性的决策支持，帮助用户更及时地识别市场变化并优化仓位管理。此外，Coincidence AI 的"Adaptive Agent"模块也将同步接入，旨在辅助交易者在市场波动中更灵活地管理敞口。

Digital asset investment products experienced net inflows of $117.8 million last week, marking the fifth consecutive week of positive movement. According to NS3.AI, CoinShares reported that the total assets under management have increased to $155 billion.

Bullish, a cryptocurrency exchange, has reached an agreement to acquire securities services provider Equiniti for $4.2 billion, including debt. According to Foresight News, the acquisition aims to expand Bullish's capabilities in the financial services sector. The deal reflects the growing interest in integrating traditional financial services with cryptocurrency platforms.

On May 5, Guosen Securities reported that since March 23, the A-share market has rebounded, with major indices recovering losses incurred during the Middle East conflict and returning to previous highs. According to Jin10, the average daily trading volume for A-shares in April was 2.35 trillion (2.35万亿), which is lower than the January level of over 3 trillion (3万亿), indicating that market sentiment still requires time to fully recover. The ongoing uncertainty in the Middle East, including the blockade of the Hormuz Strait, has led to high oil prices, exacerbating stagflation expectations and potentially suppressing equity assets. The A-share market has accumulated significant gains during the April rebound, suggesting that short-term fluctuations may occur following rapid increases. Looking ahead, negative factors domestically and internationally may become clearer, and short-term volatility is unlikely to alter the market's upward trend.

据《华尔街日报》报道，加密交易平台 Bullish 将以 42 亿美元（含债务）的价格收购股份转让代理机构 Equiniti。收购 Equiniti 的交易预计将于明年 1 月份完成交割，尚待监管部门批准。Equiniti 为近 3000 家上市公司提供服务，其中包括伯克希尔·哈撒韦和穆迪。

Western Union has officially stepped into the stablecoin arena, launching its US dollar-pegged USDPT on Solana in a move that signals a major shift from traditional remittance rails to blockchain-based settlement.

BitMine has bought over 100,000 ETH for three weeks in a row, lifting its total holdings above 5.18 million ETH. The firm says Ethereum demand is rising due to tokenisation, AI use and staking income growth.

North Korea has been accused of orchestrating more than 75% of the global crypto crime in 2026, with blockchain analytics firm TRM Labs estimating that the stolen funds could reach a whopping $577 million in just the past four months.

Polygon has introduced private stablecoin payments that hide transaction details using zero-knowledge proofs while still applying compliance checks. Users can produce audit files for regulators, targeting institutional use of onchain payments with privacy and oversight.

Tether，这个以稳定币著称的加密金融巨头，正在将触角伸向比特币挖矿领域。

CLARITY Act立法进展对稳定币发行商和交易平台产生了直接影响，Circle股价盘中大涨近20%，USDC交易活跃度显著增加。

Bitcoin surged past $80,000, hitting a four-month high of $80,529 just hours after Donald Trump unveiled “Project Freedom”—a U.S. naval initiative to escort cargo ships through the strategically critical Strait of Hormuz amid escalating tensions with Iran.

PWL Capital 投资组合经理兼首席投资官 Ben Felix 是一位以实证为基础的投资专家，将学术金融研究转化为普通人都能理解的实用决策。

U.S. New Mexico has asked a court to label Meta a public nuisance and make it pay $3.7 billion over alleged harm to young users. The state also wants major changes to Facebook and Instagram, while Meta argues the demands are too extreme and could force it to stop operating there.

GameStop has launched a surprise $55.5 billion cash-and-stock bid to acquire eBay in what would be one of the most ambitious takeover attempts in recent memory.