📉 Jane Street sharply reduced its Bitcoin-related exposure in Q1 2026 while increasing holdings in Ether ETFs and select crypto equities, according to its latest 13F filing. The firm cut its positions in BlackRock’s IBIT and Fidelity’s FBTC, while also trimming holdings in Strategy and several Bitcoin mining firms. At the same time, Jane Street increased exposure to BlackRock and Fidelity Ether ETFs and added to positions in Riot Platforms, Coinbase, and Galaxy Digital. #etf
🇺🇸🗣 $7 trillion asset manager Fidelity announces support for the crypto Clarity Act and says it will "ensure the US remains a global leader in digital assets."
🗽 Vitalik: High Fees Stifled the First Wave of Crypto Payment Adoption
Ethereum founder Vitalik Buterin recalled his trip to Argentina, noting that locals widely relied on free and instant internal Binance transfers. He argued that high fees hindered the early exploration of decentralized payments.
With Ethereum L2 fees dropping below one cent and Optimism and Arbitrum reaching the Stage 1 security milestone, scaling solutions are finally becoming affordable. Buterin also pointed out that the original rollup-centric scaling approach is being revised. As L1 accelerates its scaling, the future lies in the synergistic development of L1 and L2, requiring L2s to provide differentiated value such as privacy or application-specific features.
Ethereum founder Vitalik Buterin recalled his trip to Argentina, noting that locals widely relied on free and instant internal Binance transfers. He argued that high fees hindered the early exploration of decentralized payments.
With Ethereum L2 fees dropping below one cent and Optimism and Arbitrum reaching the Stage 1 security milestone, scaling solutions are finally becoming affordable. Buterin also pointed out that the original rollup-centric scaling approach is being revised. As L1 accelerates its scaling, the future lies in the synergistic development of L1 and L2, requiring L2s to provide differentiated value such as privacy or application-specific features.
💰 #BTC Michael Saylor: Bitcoin Is the Highest Form of Capital Ever Discovered
In a May 1 interview with Peter McCormack, Strategy founder Michael Saylor stated that Bitcoin is the "highest form of capital" humanity has ever discovered, representing digital capital and economic scarcity.
Saylor emphasized that without the ability to store capital, society cannot make long-term investments or plan for the future. He noted that while gold was once the highest form of portable capital, it is now too slow for high-frequency global trade. Bitcoin, akin to digital gold, can efficiently and reliably move large amounts of capital.
In a May 1 interview with Peter McCormack, Strategy founder Michael Saylor stated that Bitcoin is the "highest form of capital" humanity has ever discovered, representing digital capital and economic scarcity.
Saylor emphasized that without the ability to store capital, society cannot make long-term investments or plan for the future. He noted that while gold was once the highest form of portable capital, it is now too slow for high-frequency global trade. Bitcoin, akin to digital gold, can efficiently and reliably move large amounts of capital.
📊 World’s Largest Listed Solana Treasury Firm Sits on Nearly $1B Paper Loss
Forward Industries (NASDAQ: FWDI), a Solana-focused treasury company, holds 6,979,967.46 SOL as of January 15, 2026, with a 6.73% gross staking APY. The company reported a net loss of $585.65 million for the quarter ended December 31, 2025, including a $560.21 million loss on digital assets, while staking rewards were $17.38 million. Its mark-to-market unrealized loss is approaching $1 billion due to SOL trading far below its previous purchase cost of about $232.08 per SOL.
Forward Industries (NASDAQ: FWDI), a Solana-focused treasury company, holds 6,979,967.46 SOL as of January 15, 2026, with a 6.73% gross staking APY. The company reported a net loss of $585.65 million for the quarter ended December 31, 2025, including a $560.21 million loss on digital assets, while staking rewards were $17.38 million. Its mark-to-market unrealized loss is approaching $1 billion due to SOL trading far below its previous purchase cost of about $232.08 per SOL.
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🇨🇳👀 President Trump meets with Chinese President Xi Jinping in Beijing to discuss trade.
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📊 US & China begin trade talks in Beijing.
🗽 CFTC Issues No-Action Relief for Event Contracts
CFTC issued no-action relief for fully collateralized event contracts, exempting DCMs, DCOs, and market participants from certain swap recordkeeping and reporting requirements.
The agency also introduced a streamlined process for future applicants related to event contracts. #regulation
CFTC issued no-action relief for fully collateralized event contracts, exempting DCMs, DCOs, and market participants from certain swap recordkeeping and reporting requirements.
The agency also introduced a streamlined process for future applicants related to event contracts. #regulation
🤔 Bank of England to scale back plans for strict stablecoin rules following crypto industry pressure. #stablecoin
🇺🇸📊 US Spot Bitcoin ETFs See $635M Net Outflows on May 13 as IBIT Leads
According to SoSoValue data, U.S. spot Bitcoin ETFs recorded total net outflows of $635 million on May 13 (ET), led by BlackRock’s IBIT with $285 million in net outflows.
U.S. spot Ethereum ETFs saw total net outflows of $36.30 million, with BlackRock’s ETHA posting the largest single-day net outflow at $21.10 million.
According to SoSoValue data, U.S. spot Bitcoin ETFs recorded total net outflows of $635 million on May 13 (ET), led by BlackRock’s IBIT with $285 million in net outflows.
U.S. spot Ethereum ETFs saw total net outflows of $36.30 million, with BlackRock’s ETHA posting the largest single-day net outflow at $21.10 million.
🙅 $PRAI, $COMMON, $PINGPONG, $TAKER, $JANITOR, $GATA, $KLINK, $CORL, $SWTCH, $ARIAIP, $LONG, $ZKWASM, $GORILLA, $ECHO, $LITKEY, $FIR, $GM, $DELABS, $DONKEY, $WHY removed from Binance alpha projects
🙅 $PRAI, $COMMON, $PINGPONG, $TAKER, $JANITOR, $GATA, $KLINK, $CORL, $SWTCH, $ARIAIP, $LONG, $ZKWASM, $GORILLA, $ECHO, $LITKEY, $FIR, $GM, $DELABS, $DONKEY, $WHY removed from Binance alpha projects
💼 #RWA The first tokenized fund from Fidelity International has received a AAA-mf rating from Moody's agency - the highest possible.