🗽 SEC Proposes Allowing Companies to Report Earnings Twice a Year. #regulation
🧑💻 #SOL Google Cloud and Solana Foundation launch a new pay-as-you-go payment system for AI agents.
🐳 Two 14-year dormant $BTC whales just disagreed — violently.
On May 3, one Satoshi-era wallet sold 11,300 $BTC for $750M, while the other bought 7,000 $BTC for $470M. Both wallets had been silent for over 14 years and moved on the same day, resulting in a net distribution of -4,300 $BTC.
OG conviction is splintering. Whose thesis cracks first?
Track dormant supply →
On May 3, one Satoshi-era wallet sold 11,300 $BTC for $750M, while the other bought 7,000 $BTC for $470M. Both wallets had been silent for over 14 years and moved on the same day, resulting in a net distribution of -4,300 $BTC.
OG conviction is splintering. Whose thesis cracks first?
Track dormant supply →
⚖️ Forbes: SBF’s Early VC Bets Could Have Been Worth an Extra $100B
Forbes reported that Sam Bankman-Fried’s early venture portfolio is being reassessed, estimating he could have been roughly $100 billion richer if he had not ended up in prison after FTX’s collapse. The portfolio included stakes in companies such as Anthropic, SpaceX, Robinhood, and AI coding tool Cursor, which was recently valued around $60 billion and Anthropic nearing $90 billion.
Much of the portfolio was later liquidated by FTX’s bankruptcy attorneys at valuations far below where some positions trade today, as the estate sold assets to repay creditors.
Forbes reported that Sam Bankman-Fried’s early venture portfolio is being reassessed, estimating he could have been roughly $100 billion richer if he had not ended up in prison after FTX’s collapse. The portfolio included stakes in companies such as Anthropic, SpaceX, Robinhood, and AI coding tool Cursor, which was recently valued around $60 billion and Anthropic nearing $90 billion.
Much of the portfolio was later liquidated by FTX’s bankruptcy attorneys at valuations far below where some positions trade today, as the estate sold assets to repay creditors.
💸 Crypto F&G crashed from 71 Greed to 48 Fear in 7 days.
$BTC reclaimed $80K. Funding flipped green on $ETH. ETF flows turned. Liquidations were one-sided shorts. Yet sentiment dropped 23 points in a week.
What happens next?
- Sentiment catches up, $BTC pushes $85K
- Sentiment was right — this rip fades
- Sideways grind for 2 weeks
Sentiment dashboard → #etf
$BTC reclaimed $80K. Funding flipped green on $ETH. ETF flows turned. Liquidations were one-sided shorts. Yet sentiment dropped 23 points in a week.
What happens next?
- Sentiment catches up, $BTC pushes $85K
- Sentiment was right — this rip fades
- Sideways grind for 2 weeks
Sentiment dashboard → #etf
🚀 Arthur Hayes: “99% of Altcoins Could Go to Zero” as Market Clears Excess
At Consensus Miami 2026, BitMEX co-founder Arthur Hayes stated that 99% of “shitcoins” could eventually go to zero. He framed this as a normal market-clearing process rather than an end to crypto, comparing it to the S&P 500’s long-term turnover since 1929. Hayes argued that industries evolve through constant replacement and that the altcoin ecosystem will continue to exist and develop.
At Consensus Miami 2026, BitMEX co-founder Arthur Hayes stated that 99% of “shitcoins” could eventually go to zero. He framed this as a normal market-clearing process rather than an end to crypto, comparing it to the S&P 500’s long-term turnover since 1929. Hayes argued that industries evolve through constant replacement and that the altcoin ecosystem will continue to exist and develop.
🚀 Arthur Hayes: “99% of Altcoins Could Go to Zero” as Market Clears Excess
At Consensus Miami 2026, BitMEX co-founder Arthur Hayes stated that 99% of “shitcoins” could eventually go to zero. He framed this as a normal market-clearing process rather than an end to crypto, comparing it to the S&P 500’s long-term turnover since 1929. Hayes argued that industries evolve through constant replacement and that the altcoin ecosystem will continue to exist and develop.
At Consensus Miami 2026, BitMEX co-founder Arthur Hayes stated that 99% of “shitcoins” could eventually go to zero. He framed this as a normal market-clearing process rather than an end to crypto, comparing it to the S&P 500’s long-term turnover since 1929. Hayes argued that industries evolve through constant replacement and that the altcoin ecosystem will continue to exist and develop.
Real-time tracking of the biggest moves on-chain.
We monitor and report large, unusual transactions across multiple blockchains — as they happen.
Built for traders, analysts, and anyone who follows smart money.
→ API access available
T.me/Whalealertsio
We monitor and report large, unusual transactions across multiple blockchains — as they happen.
Built for traders, analysts, and anyone who follows smart money.
→ API access available
T.me/Whalealertsio
📊 MoonPay Acquires Solana Trading Infrastructure Firm DFlow for $100 Million in Stock
According to Fortune, crypto payments and infrastructure company MoonPay has acquired DFlow in an all-stock deal valued at approximately $100 million. DFlow provides trade routing and DEX aggregation services and has recently accounted for around 5% to 10% of trading volume across Solana-related platforms. In the first quarter of 2026, the platform processed more than $12 billion in transaction volume.
According to Fortune, crypto payments and infrastructure company MoonPay has acquired DFlow in an all-stock deal valued at approximately $100 million. DFlow provides trade routing and DEX aggregation services and has recently accounted for around 5% to 10% of trading volume across Solana-related platforms. In the first quarter of 2026, the platform processed more than $12 billion in transaction volume.
📊 #BTC CME Group to launch Bitcoin volatility futures contracts on June 1st.
👀 $DOGE is back in the top 10 memes — but social interactions are flat.
Top 10 memes by market cap:
$DOGE
$SHIB
$M
$PEPE
$TRUMP
PIPPIN
$BONK
PENGU
$SPX
$FLOKI
$PEPE ETF filing pulled headlines. $DOGE didn't move on it. Social interactions total stayed flat. Either the rotation is bypassing $DOGE — or sentiment is leading price by a few weeks.
The crowd usually gets the bottom wrong.
$DOGE social interactions → #etf
Top 10 memes by market cap:
$DOGE
$SHIB
$M
$PEPE
$TRUMP
PIPPIN
$BONK
PENGU
$SPX
$FLOKI
$PEPE ETF filing pulled headlines. $DOGE didn't move on it. Social interactions total stayed flat. Either the rotation is bypassing $DOGE — or sentiment is leading price by a few weeks.
The crowd usually gets the bottom wrong.
$DOGE social interactions → #etf