Media is too big
VIEW IN TELEGRAM
🛡️ Anthony Pompliano stated that the compound annual growth rate of Bitcoin over the last decade is 70%, emphasizing that it has outperformed every asset. He noted that people seek certainty and are drawn to assets like Bitcoin, which are non-sovereign, finite, and can be audited by anyone globally.
📊 CZ: All of Us Should Have Thousands of AI Agents
On May 12, 2026, Binance founder CZ stated on the PBD Podcast that currency won't just be for humans anymore—AI agents are coming, and everyone should have thousands working for them. He noted that future user metrics will likely need to combine both humans and AI agents.
CZ also shared that Binance currently pays around $10 million per month in AI fees. He has encouraged the team to deploy AI further into risk monitoring, risk control, and compliance, but believes current AI models still lack the sufficient training and data required for these specific sectors. #regulation
On May 12, 2026, Binance founder CZ stated on the PBD Podcast that currency won't just be for humans anymore—AI agents are coming, and everyone should have thousands working for them. He noted that future user metrics will likely need to combine both humans and AI agents.
CZ also shared that Binance currently pays around $10 million per month in AI fees. He has encouraged the team to deploy AI further into risk monitoring, risk control, and compliance, but believes current AI models still lack the sufficient training and data required for these specific sectors. #regulation
🤔 Vitalik Buterin: L2s Afraid to Fully Decentralize Should Just Be Centralized Servers
On July 3, 2025, Ethereum co-founder Vitalik Buterin stated in an EthCC speech video that many Layer 2 projects claiming to build on-chain retain instant backdoors or fall short of their claimed decentralization stages.
He believes that from a practical standpoint, this architecture is not much better than a traditional centralized server. If developers are afraid to make their projects truly decentralized, the most straightforward approach is to simply build a centralized server.
On July 3, 2025, Ethereum co-founder Vitalik Buterin stated in an EthCC speech video that many Layer 2 projects claiming to build on-chain retain instant backdoors or fall short of their claimed decentralization stages.
He believes that from a practical standpoint, this architecture is not much better than a traditional centralized server. If developers are afraid to make their projects truly decentralized, the most straightforward approach is to simply build a centralized server.
📊 USDT Gains $5B as Other Stablecoins Shrink
Total stablecoin supply has topped $300 billion, but growth has sharply slowed. Over the past month, Tether’s USDT expanded by more than $5 billion, while USDC, USDe, and PYUSD together fell by about $4.2 billion—leaving net stablecoin growth at only around $0.9 billion, or roughly 0.3% for the month. New inflows are concentrating in USDT rather than expanding the overall market. Ethena’s USDe supply dropped 28% over the month and is down nearly 34% year-to-date, attributed to compressed perp funding rates reducing yields. Sky’s USDS and World Liberty Financial’s USD1 picked up some inflows, while PYUSD fell 13% over the month. #stablecoin
Total stablecoin supply has topped $300 billion, but growth has sharply slowed. Over the past month, Tether’s USDT expanded by more than $5 billion, while USDC, USDe, and PYUSD together fell by about $4.2 billion—leaving net stablecoin growth at only around $0.9 billion, or roughly 0.3% for the month. New inflows are concentrating in USDT rather than expanding the overall market. Ethena’s USDe supply dropped 28% over the month and is down nearly 34% year-to-date, attributed to compressed perp funding rates reducing yields. Sky’s USDS and World Liberty Financial’s USD1 picked up some inflows, while PYUSD fell 13% over the month. #stablecoin
📊 Verus–Ethereum Bridge Exploited for Over $11M
A cross-chain bridge between Verus and Ethereum was attacked for more than $11 million. Blockaid noted that the issue resembled past bridge exploits like Wormhole and Nomad, stemming from verification failures in matching source-chain parameters with Ethereum-side payment data. The problem could potentially be fixed with roughly 10 lines of code. Following the incident, some Verus block-producing nodes went offline, briefly halting block production.
A cross-chain bridge between Verus and Ethereum was attacked for more than $11 million. Blockaid noted that the issue resembled past bridge exploits like Wormhole and Nomad, stemming from verification failures in matching source-chain parameters with Ethereum-side payment data. The problem could potentially be fixed with roughly 10 lines of code. Following the incident, some Verus block-producing nodes went offline, briefly halting block production.
🕵️ a16z-Linked Wallets May Be the No.6 HYPE Holder
Onchain analyst said wallets linked to a16z crypto may have become the sixth-largest HYPE holder and potentially the largest external holder outside Hyperliquid-linked addresses. The wallets are estimated to have added 4.92 million HYPE in 2026 (about $183 million). Since August 2025, they have bought about 9.18 million HYPE (about $356 million) at an average cost of roughly $38.77, with unrealized gains of about $79.29 million.
Onchain analyst said wallets linked to a16z crypto may have become the sixth-largest HYPE holder and potentially the largest external holder outside Hyperliquid-linked addresses. The wallets are estimated to have added 4.92 million HYPE in 2026 (about $183 million). Since August 2025, they have bought about 9.18 million HYPE (about $356 million) at an average cost of roughly $38.77, with unrealized gains of about $79.29 million.
🕵️ Bankr has temporarily suspended transactions after 14 wallets were hacked.
🇺🇸👮 White House Signals Imminent Strategic Bitcoin Reserve Update
Patrick Witt, executive director of the White House President’s Council of Advisors for Digital Assets, announced that a formal update on the U.S. Strategic Bitcoin Reserve is nearing release. He cited a “breakthrough” regarding the legal basis, custody arrangements, and an interagency reporting framework. The reserve was established by President Trump’s March 6, 2025 executive order, which directs Treasury to custody forfeited BTC in the reserve and prohibits selling BTC held there.
Patrick Witt, executive director of the White House President’s Council of Advisors for Digital Assets, announced that a formal update on the U.S. Strategic Bitcoin Reserve is nearing release. He cited a “breakthrough” regarding the legal basis, custody arrangements, and an interagency reporting framework. The reserve was established by President Trump’s March 6, 2025 executive order, which directs Treasury to custody forfeited BTC in the reserve and prohibits selling BTC held there.
🇨🇳🗽 “China’s Buffett” Opens First Position in Circle
Prominent investor Duan Yongping—often dubbed “China’s Buffett”—disclosed a first-time stake in Circle Internet Group (CRCL) in his Q1 2026 SEC 13F filing. He bought 200,000 shares at an average cost of about $95.41, totaling roughly $19.08 million. This position represents about 0.095% of his roughly $20 billion portfolio, indicating a small allocation. Notably, Duan had previously stated in July 2025 that he was not interested in stablecoins, making this purchase a significant shift. #regulation
Prominent investor Duan Yongping—often dubbed “China’s Buffett”—disclosed a first-time stake in Circle Internet Group (CRCL) in his Q1 2026 SEC 13F filing. He bought 200,000 shares at an average cost of about $95.41, totaling roughly $19.08 million. This position represents about 0.095% of his roughly $20 billion portfolio, indicating a small allocation. Notably, Duan had previously stated in July 2025 that he was not interested in stablecoins, making this purchase a significant shift. #regulation
❤1
😱 #BTC K33 Research: The current bear market of Bitcoin is different from previous ones. "Exclusively pessimistic" traders are holding back the decline.
🇺🇸🐳 Whale and institutional transactions:
1. The US government transferred 319 #ETH ($673k), 643,035 #DAI, and 290,416 #USDT (confiscated funds from FTX Alameda) to Coinbase Prime's account.
2. Two wallets simultaneously opened 10x long positions on #PEPE, with a total volume of 924.7 million kPEPE ($3.37 million).
1. The US government transferred 319 #ETH ($673k), 643,035 #DAI, and 290,416 #USDT (confiscated funds from FTX Alameda) to Coinbase Prime's account.
2. Two wallets simultaneously opened 10x long positions on #PEPE, with a total volume of 924.7 million kPEPE ($3.37 million).