Important information last night this morning (May 5th to May 6th)
転載元： panewslab
05/06/2025·10D
Bernstein predicts that companies will purchase another $330 billion in Bitcoin by 2029
According to CoinDesk, Wall Street broker Bernstein expects global corporate finance to add $330 billion in Bitcoin purchases by the end of 2029. Among them, MicroStrategy (Strategy) is expected to contribute about US$124 billion, and the remaining US$205 billion comes from slower growth SMEs. The report pointed out that the US crypto-friendly regulatory environment promotes the trend of corporate currency holding. Currently, listed companies hold about 720,000 BTC, accounting for 2.4% of the total supply. But Bernstein also warned that MicroStrategy's model is difficult to be fully copied.
Berachain ends Boyco pre-sale activity, BERA rewards open inquiry and collection
According to the announcement of the Berachain Foundation, its Boyco liquidity pre-deposit activity has officially ended. Users can now redeem pre-deposit assets and query through the reward inspector online on the official website and receive $BERA airdrop rewards. Non-BERA rewards (such as application tokens) must be collected separately from each participating agreement. Rewards for some early pre-deposited vaults (such as StakeStone, EtherFi, etc.) are not displayed in the inspector and need to be operated separately in each protocol. The official said that in the future, it will support one-click investment of Boyco rewards into high-yield strategies within the Berachain ecosystem.
According to Embers, a total of 3,422 unused Bitcoins since 2012 have been transferred to a new address within the past three hours. Traceable sources show that these BTCs were first withdrawn from the closed early exchange BTC-e, when Bitcoin was only $13.50, worth about $46,000. Today, the value has reached US$324 million, an increase of 7018 times.
Riot Platforms sold 475 bitcoins last month to cope with industry pressure
According to Decrypt, listed mining company Riot Platforms sold 475 bitcoins in April and cashed out about $38.8 million to support operations and avoid equity dilution. Of these, 463 were newly mined earned in the month, with an average selling price of US$81,731. Affected by Bitcoin’s halving in April 2024, Riot’s production fell by 13% year-on-year. Although BTC rose 47% this year, the current price is still below its all-time high at the beginning of the year. In addition, the difficulty of mining across the entire network has increased by 35% year-on-year, further reducing miners' profits. Riot shares fell 5.84% on Monday.
According to the official website of the U.S. House of Representatives Financial Services Committee, Representatives French Hill, GT Thompson, Bryan Steil and Dusty Johnson jointly issued a discussion draft of the Digital Asset Market Structure Act of 2025. The bill intends to establish a unified regulatory framework, clarify the definitions of digital goods, stablecoins, self-custodial rights and decentralized finance, give CFTC and SEC division of labor supervision authority, and establish registration mechanisms such as exchanges, brokers, and custodians. The bill emphasizes protecting consumers, promoting innovation and filling regulatory gaps, and aims to consolidate the U.S. leadership in the global digital asset market. The bill is currently in the consultation phase.
Coinbase incorporates PAX Gold into the listing roadmap
According to Coinbase Assets, Coinbase has added PAX Gold (PAXG) to the asset listing roadmap, and its ERC-20 contract address has been announced. Coinbase said that the official launch transaction of PAXG still needs to meet market-making support and technical infrastructure conditions, and the specific launch time will be announced separately.
Tether issues $1 billion in Tron Chain as inventory supplement
According to Whale Alert monitoring, Tether Treasury issued an additional $1 billion USDT on the Tron network at 4:52 am today (worth approximately $1.001 billion). Tether CEO Paolo Ardoino later stated that the additional issuance is an "authorized unissued" transaction, and is intended as a stock preparation for future coin issuance requests and on-chain redemption, and does not mean that it will enter the market immediately.
US SEC delays decision on Canary Capital's Litecoin Spot ETF application
According to former Fox Business reporter Eleanor Terrett, the Securities and Exchange Commission (SEC) has delayed its decision on Canary Capital's Litecoin (LTC) spot ETF application and initiated a public solicitation process to focus on assessing whether the ETF meets regulatory requirements to prevent fraud and manipulation. The deadline for comments is May 26 (May 27 Beijing time) and the deadline for defense is June 9 (June 10 Beijing time). The postponement is consistent with Bloomberg analyst James Seyffart's prediction yesterday that "there is a high probability that he will choose to postpone the final decision rather than directly approve or refuse."
US CFTC plans to participate in multiple industry tokenization pilot projects as observers
According to Eleanor Terrett, Caroline D. Pham, acting chairman of the U.S. Commodity Futures Trading Commission (CFTC), said at the Medici Network conference that the CFTC plans to participate in multiple industry tokenization pilot projects as observers in order to personally understand the operational effects of tokenized assets in the real world and accumulate relevant technical experience.
The probability of the Federal Reserve keeping interest rates unchanged in May is 97.3%
According to CME's "Federal Observation": The probability of the Fed keeping interest rates unchanged in May is 97.3%, and the probability of cutting interest rates by 25 basis points is 2.7%. The probability of the Federal Reserve keeping interest rates unchanged by June is 69.8%, the probability of a cumulative interest rate cut of 25 basis points is 29.4%, and the probability of a cumulative interest rate cut of 50 basis points is 0.8%.
Analysts: Fed is unlikely to support the dollar
According to Kingsen, foreign exchange analyst Roberto Mialich of Yixin Bank said in a report that the Federal Reserve is expected to keep interest rates unchanged on Wednesday, and this decision is unlikely to provide too much support for the dollar. Mialich said Fed Chairman Powell made it clear in a speech last month that the central bank will wait for a clearer message on how tariffs will affect the economy and inflation. The dollar index remains weak, and the options market still shows investors tend to bet on the dollar's decline rather than rise. Yixin Bank expects Europe and the United States to continue trading around 1.13.
A whale spent 390,000 USDC to buy 4.47 million AVA today
According to Lookonchain monitoring, a whale spent 390,000 USDC to buy 4.47 million AVA today. The whale previously invested in Fartcoin to make a profit of US$7.5 million. Currently, it holds 29.58 million AVA worth US$2.44 million, and has an unrealized profit of US$1.12 million.
Binance Alpha launches Jager Hunter (Jager)
According to Binance APP information, Binance Alpha has launched Jager Hunter (Jager) and donkey (DONKEY).
Binance Launchpool launches Space and Time (SXT) and uses BNB, FDUSD and USDC to obtain SXT
According to the official announcement, Binance Launchpool has now launched the 69th phase project - Space and Time (SXT), a blockchain supported by Microsoft and based on data verified by ZK technology. The website is expected to be updated within approximately twelve hours of this announcement before the event is open. Users can invest BNB, FDUSD and USDC into the SXT reward pool on the Launchpool website after 08:00 on May 6, 2025 (East Eighth District time), and the event duration is 2 days. Binance will list Space and Time (SXT) at 21:00 on May 8, 2025 (East Eighth District Time), and will open SXT/USDT, SXT/USDC, SXT/BNB, SXT/FDUSD and SXT/TRY trading markets, with seed label trading rules applicable. Project details: Token name: Space and Time (SXT) Total token supply: 5,000,000,000 SXT Maximum token supply: 5,000,000,000 SXT Initial circulation: 1,400,000,000 SXT (28.00% of the total token supply) Total Launchpool: 125,000,000 SXT (2.50% of the maximum token supply)
Binance Alpha will be launched on Space and Time (SXT), with the transaction opening date on May 8
Binance Alpha announced that it will launch Space and Time (SXT), with the transaction opening date on May 8, and the specific time will be announced later. Users who meet the Alpha points threshold will receive airdrops within 10 minutes after the token is launched, and the points threshold will be announced on May 8.
The SEC Crypto Assets Task Force publicly plans a roundtable meeting on May 12, "Tokenization: Assets on the Chain - The intersection of Traditional Finance and Decentralized Finance", which is part of the SEC's cryptoasset regulatory series of activities launched by the SEC since March. It will be held at the SEC headquarters from 1:00 to 5:30 p.m. local time on May 12, the SEC participants include: Chairman Paul S. Atkins, Richard B. Gabbert, Director of the Crypto Working Group Office, and Commissioner Hester Peirce; the agenda includes: Financial Evolution: Capital Markets 2.0, the Future of Tokenization; Other participants include: Cynthia Lo Bessette (Fidelity), Eun Ah Choi (Nasdaq), Will Geyer (Invesco), Robert Mitchnick (BlackRock), etc.
CZ posted on the X platform: "There are former employees who were fired by Binance because of rat trading. A few years later, they said they were the founder of CXO. Binance has never had any other C or O except CEO, CTO, CMO, CCO, CFO, COO, and COO. The above story is purely fiction, please do not take the role."
Goldman Sachs: The Fed is unlikely to cut interest rates because of weak "soft data"
According to King Shi, a survey of U.S. consumers and businesses showed an anxious economic sentiment, but the underlying data has not yet shown a serious economic slowdown. Goldman Sachs economists write that the Fed is unlikely to relax its policies based on “soft data” alone, especially because in the recent past, soft data mistakenly heralds a recession, such as during the Fed’s 2022 fight against inflation. Goldman Sachs' team wrote that the Fed "will also see evidence of labor markets and other hard data before cutting interest rates." The investment bank, like other Wall Street institutions, believes the Fed will keep interest rates unchanged in Wednesday's interest rate decision.
According to CoinDesk, Bitcoin fell below $95,000 under the influence of macroeconomic uncertainty and expectations of the Fed meeting. Analysts warn that prices could fall further, with key support levels at $92,500 and $89,000, respectively. Despite the decline, the net inflow of Bitcoin ETFs last week reached $1.81 billion, indicating that investor interest continues. FxPro's Alex Kuptsikevich pointed out that the market has returned to the key resistance zone that supports the December-February period, with the next downside targets of $92,500 and $89,000, which will cause damage to the technical and psychological levels and fall below the 200-day moving average.
Trump releases TRUMP dinner poster, intending to attend on May 22
Trump released the Meme Coin TRUMP dinner poster on his social platform Truth Social. Earlier, TRUMP official said that Trump himself will attend the dinner in person on May 22.
Bitfinex report: Bitcoin closes strong in April, miner reserves remain stable
Bitfinex released its Bitfinex Alpha report, which states that Bitcoin closed with a strong 14.08% monthly gain in April, surpassing its historical average in April and reversed its trend after a sharp pullback at the beginning of the month. In this rebound, Bitcoin rose more than 32% from its April low of $74,501 to nearly $98,000, highlighting the asset's resilience in macroeconomic turmoil and shifts in risk sentiment. On-chain data supports this view: miner reserves remain stable, and the Puel multiple indicator shows that miners have little motivation to sell large-scale, indicating that the market is confident of Bitcoin's further rise. Although the short-term Bitcoin price trend depends on whether this rebound can be translated into sustainable support, structural signals still tend to be bullish—which lays the foundation for the current cycle to continue after the macro environment stabilizes.
Semler Scientific announces an increase in holdings of 167 Bitcoins, with a total holding of 3,634
Listed company Semler Scientific officially announced that it has increased its holdings of 167 bitcoins for US$16.2 million. Since the beginning of the year, the company's Bitcoin yield has reached 22.2%. Its total Bitcoin holdings have reached 3,634, making it the fourth largest Bitcoin asset management company in the United States.
Michael Saylor: Strategy's Bitcoin yield hits 14% so far in 2025
Michael Saylor, chairman of the board of directors of Strategy (formerly MicroStrategy), posted on the X platform that after purchasing 1,895 bitcoins for about $180.3 million, Strategy's total Bitcoin holdings have reached 555,450, with an average purchase price of $68,550. Strategy's Bitcoin yield so far in 2025 has reached 14%.
Strategy discloses increased its holdings of 1,895 Bitcoins
Strategy (formerly MicroStrategy) has increased its holdings to buy 1,895 bitcoins between April 28 and May 4, with an average purchase price of US$95,167 (total: US$180.3 million).
According to CoinShares' latest weekly report data, digital asset investment products recorded inflows for the third consecutive week, with a total amount of US$2 billion last week. Bitcoin is the biggest beneficiary of capital inflows, with inflows of US$1.8 billion last week, followed by Ethereum, with a total inflow of US$149 million.
CZ: Kyrgyzstan has been suggested to include BTC and BNB in national cryptocurrency reserves
CZ posted on X platform that he had provided advice on using BNB and BTC as the first digital currencies in Kyrgyzstan's national cryptocurrency reserves. Previously, CZ announced that it had accepted the invitation of Kyrgyz President Sadyr Japarov to join the Kyrgyz State Crypto Commission.
Market News: VanEck submits the S-1 form of BNB ETF
According to market news: VanEck filed the S-1 form of the BNB ETF with the U.S. Securities and Exchange Commission.
According to CoinDesk, the Bollinger Band indicator for the ETH/BTC exchange rate narrowed to its tightest level since June 2020, indicating that market volatility may be about to rise. Usually, the Bollinger Band shrinkage usually indicates an imminent price breakthrough and may trigger severe volatility. This technology signal appears on the eve of Ethereum’s upcoming Pectra upgrade on May 7. The upgrade aims to improve network scalability and validator operational efficiency, including increasing the maximum stake limit for a single validator from 32 ETH to 2048 ETH and increasing the number of "blob" data units per block from 3 to up to 9. In addition, Pectra will introduce the EVM object format (EOF) to optimize the smart contract structure. Analytics company Nansen pointed out that the Pectra upgrade will benefit the Layer 2 network the most, further consolidate Ethereum’s position as the data availability layer by expanding blob capacity and strengthening its Rollup-centered expansion strategy. DeFi, NFT and blockchain gaming may also benefit from it.
QCP Capital released market analysis pointing out that the macro data released last Friday provided a meticulous snapshot of the US economy, with non-farm employment increasing by 177,000, exceeding the expected 133,000, and the unemployment rate stabilized at 4.2%. However, behind the strong data, economists continue to warn that the full economic impact of the recent tariffs has not yet appeared, and the market is cautiously optimistic. Meanwhile, the market generally expects the Fed to keep interest rates unchanged at this week's policy meeting. Despite a record high in the first quarter, Strategy has doubled its financing target to $84 billion, a new loss caused by the adoption of new digital asset market accounting standards, a new move underscoring the firm’s firm belief in its long-term Bitcoin strategy. Meanwhile, the steady inflow of spot Bitcoin ETFs indicates persistent institutional demand and reinforces the asset's growing role in diversified portfolios.
