Wells Fargo has significantly increased its holdings in Ethereum spot ETFs during the first quarter of 2026, according to ChainCatcher. The bank's latest 13F filing reveals an increase in its holdings of BlackRock's ETHA and Bitwise's ETHW. The ETHA holdings rose from approximately 672,600 shares in the fourth quarter of 2025 to about 1.1 million shares, marking a 63.5% increase. Meanwhile, ETHW holdings grew from around 186,800 shares to approximately 257,000 shares, a 37% rise. By the end of the quarter, the total value of Wells Fargo's ETH ETF holdings was approximately $21.5 million. In contrast, Wells Fargo's Bitcoin ETF holdings showed mixed results. The IBIT holdings saw a slight decrease, while holdings in BITB and Grayscale Bitcoin Mini Trust ETF increased by about 24% and 41%, respectively. Despite these changes, IBIT remains the bank's largest crypto ETF holding, valued at approximately $250 million. Additionally, Wells Fargo made significant adjustments to its crypto-related stock positions. The bank reduced its holdings in Galaxy Digital by about 97%, while increasing its holdings in Strategy from approximately 322,700 shares to 726,000 shares, a 125% increase.

The cryptocurrency market has temporarily halted its upward trend as the U.S. prepares to release April's Consumer Price Index (CPI) data. According to Odaily, Bitcoin has been fluctuating between $80,000 and $82,000 without a significant breakthrough since last Wednesday. Despite potential for further gains indicated by fund flows, inflation and macroeconomic risks are dampening risk appetite. The U.S. is set to announce the April CPI at 8:30 PM (UTC+8). FactSet data suggests that the CPI is expected to rise to 3.7% year-on-year, up from 3.3% in March. If this prediction holds, it would mark the largest increase since January 2024, significantly above the 12-month average of 2.7%. Core CPI is anticipated to rise to 2.7% from the previous 2.6%. Analysts express concern that if inflation data exceeds expectations, it could heighten market risk aversion, especially with oil prices remaining high and U.S. President Donald Trump describing the U.S.-Iran ceasefire as "extremely fragile." Lukman Otunuga, Head of Market Research at FXTM, noted that the market is entering a sensitive phase where geopolitical, inflationary risks, and central bank expectations are intertwined. High oil prices, uncertainty in Iran, and key U.S. economic data could increase volatility in commodities, exchange rates, and global stock markets. Beyond macroeconomic factors, XRP and SOL are nearing critical supply zones. XRP tested $1.50 today but has repeatedly failed to break through this level since February. SOL is approaching resistance near $97. Meanwhile, institutional interest in related assets is rising. The U.S. spot XRP ETF recorded a net inflow of $25.8 million on Monday, the highest since January 5. Bitcoin and Solana ETFs also maintained net inflows, while the Ethereum ETF saw a net outflow of $16.9 million.

它标志着稳定币赛道的竞争从"发币"升维至"建链"，从争夺流通量转向争夺基础设施控制权。

周一，Circle股价飙升近16%，至131.76美元——创下自3月以来的最高水平。此前，这家USDC发行方公布了强劲的第一季度财报，并宣布了一项规模达2.22亿美元的ARC代币融资计划，这进一步增强了投资者对快速扩张的稳定币经济的信心。

人工智能,00后辍学生：三周代码、三人团队 做出美国十大消费级AI应用 金色财经,三个小伙，操盘全球最大女性向AI浪漫奇幻网站。

预测市场是一台财富转移机器，而 bot 是其操作者。

加利福尼亚州的圣克拉拉县已对Meta提起诉讼，指控其通过Facebook和Instagram上的诈骗广告每年获利高达70亿美元。该县声称Meta未能妥善阻止欺诈性广告，且可能将营收置于首位，而Meta则否认了这些指控。

萨姆·阿尔特曼再次点燃了人工智能界的热潮——这次他推出了一款完全自主的编程代理，它能像“哥布林”一样独立运作，无需任何监督或照料。

5月11日晚，一份中规中矩的财报却被Circle讲了一个令市场兴奋的未来故事。

一座没有顶尖高校、没有改革先锋光环、没有金融中心地位的工业城市，用三十年的时间，把制造业做成了AI时代最稀缺的资产。

2026 年 2 月 10 日，Google 的母公司 Alphabet 在伦敦发行了一支到期日为一百年后的债券。

韩国总统政策首席秘书金永范提议，利用人工智能和芯片热潮带来的额外税收，向全体公民发放“国民红利”。这一提议引发了热议，因为三星和SK海力士正面临员工要求分享更多利润的日益增大的压力，而市场对此也出现了剧烈波动。