📈 US 10Y yields have rebounded toward 4.4%, a level that previously coincided with pressure on $BTC.

This time, $BTC has recovered above $80K despite the rates backdrop, suggesting the market is absorbing the macro headwind more effectively than earlier in the cycle. #macro

Episode 18 | May 13, 2026 — Weekly market review Clarity act, Bitcoin, XAUUSD, OIL. TT

🤝 Anchorage And Mexican Billionaire's Grupo Salinas Ink Cross-Border Payments Partnership: The Block

🕵️ Morgan Stanley bought 395.6 $BTC worth $25.81M in the past 24 hours.

They now hold 3,389 $BTC worth $270.15M.

🇺🇸🤔 Ledger has suspended its plans for an IPO in the United States due to market conditions.

🆕 $PHAROS live on Binance alpha

🕵️ Coinbase reported that an average of 4.5 million ETH was staked to its validators in Q1 2026, accounting for 12.17% of total staked ETH. The company emphasized its commitment to maintaining below 30% network penetration, with its validators achieving 99.98% uptime and no slashing or double-signing events since inception. Validators are distributed across five countries, two cloud providers, and seven MEV relays.

🇯🇵🧑‍💻 Japan's Metaplanet $MTPLF grew its Bitcoin treasury to 40,177 BTC ($3.2B) in Q1 2026, while sales grew 251% YoY.

🇺🇸👀 Crypto #ETF Flows Today:

Bitcoin ETFs:
1D NetFlow: -2,712 $BTC (-$216.33M)
7D NetFlow: -8,165 $BTC (-$651.25M)

Ethereum ETFs:
1D NetFlow: -66,320 $ETH (-$150.41M)
7D NetFlow: -107,681 $ETH (-$244.22M)

Solana ETFs:
1D NetFlow: +218,148 $SOL (+$24.62M)
7D NetFlow: +865,506 $SOL (+$63.59M)

📊 BTC has recovered above $80K as ETF inflows, spot demand, and positioning improve. However, weaker capital inflows and heavy overhead supply near $86K keep conviction below prior bull phases.

Executive Summary
– US spot ETF inflows have turned firmly positive as BTC recovered from mid-$60Ks to low-$80Ks
– Shallow drawdown: Relative Unrealized Loss peaked at 25% in February, now compressed to 8%; bear regime stays shallow if $60K holds
– Realized Cap 30D Net Position Change back to $2.8B/month, but well below the $10B+ seen in prior bull expansions
– Support at $76.9K (30-day cost basis), resistance at $86.9K (Nov-Feb accumulation range)
– Coinbase Spot Volume Delta flipped sharply positive over the last two weeks
– Hyperliquid traders steadily adding long exposure alongside rising prices
– Implied volatility falling across the curve, led by the front end, as realized vol trends lower
– Downside hedging demand fading, options structure more balanced around $80K #etf

💰 Bitcoin traders’ unrealized profit margins hit 17.7%, the highest since June 2025. The last time margins reached these levels while Bitcoin tested the 200-day MA was March 2022, just before the downtrend resumed.

💼 #JUP Bitwise will launch the Ethena market on Jupiter Lend to provide institutional clients with credit products based on Ethena assets.

📉 Bitcoin has dropped below $79,000.

🚀 S&P 500 Reaches New All-Time High of 7,450

🇺🇸🗣 Tether CEO Paolo Ardoino says crypto "clarity is coming."

🇯🇵🤔 MetaPlanet (3350.T) CEO Simon Gerovich stated that their preferred stock upon listing would be only the seventh in the market and the first perpetual preferred. He added that while Japanese companies typically pay dividends 1-2 times a year, MetaPlanet is planning monthly payouts.

🗣 Kevin Warsh has been officially approved for the position of Chairman of the Federal Reserve. He will assume the role this Friday.

🙅‍♂ #ETH Consensys has postponed a possible IPO until the fall.

🇺🇸⚠️ Peter Schiff warns an 8% 30-year Treasury yield could trigger a major debt crisis, as U.S. national debt surpasses $39 trillion.

💵 250,000,000 $USDC (250,025,000 USD) minted at USDC Treasury

🕵️ 348,000,000 $USDC (347,968,054 USD) transferred from Coinbase Institutional to Coinbase