👁 While Jensen Huang is visiting China alongside Donald Trump and executives from major US companies, Nvidia keeps printing new all-time highs

Nvidia’s market cap has now reached $5.45T — roughly double the entire crypto market, currently sitting near $2.7T.

One Nvidia alone is now worth more than:

• Bitcoin
• Ethereum
• Tether
• and basically the rest of crypto combined.

AI chips became bigger than the entire “future of finance” narrative 🤯

🤔 Glassnode analysts are warning about a possible short-term correction for Bitcoin

One of the main concerns is the rise in US 10-year Treasury yields toward ~4.4%. 💰

Historically, higher bond yields have often coincided with pressure on BTC and other risk assets, as investors rotate into safer instruments like US bonds and the dollar becomes more attractive. 👀

In simple terms: higher yields = tighter liquidity + less appetite for speculative assets.

For now, macro conditions may matter more for Bitcoin than crypto-specific news.

💵 Global money supply has reached a new all-time high: $121.9 trillion

Over the past two years, the world added another $17.1T in liquidity, and the money printer appears to be accelerating again with annual growth running around 7–8%. 📈

Historically, excess liquidity eventually finds its way into risk assets:
• stocks
• real estate
• commodities
• and sometimes crypto

The big crypto question now:
when does at least part of this newly printed money rotate into Bitcoin and the broader digital asset market? 👀

📝 The CLARITY Act could become the biggest regulatory shift for crypto in the US in nearly 8 years

A major reason: stablecoins are quietly turning crypto exchanges into digital savings accounts. According to reports, every third Binance user now keeps at least half of their portfolio in stablecoins, versus just 4% in 2020.

That’s exactly what worries the traditional banking lobby:
people choosing USD Coin over bank deposits.

Key Senate hearings on the CLARITY Act begin today at 14:30 UTC.

The bill aims to:

• define whether the SEC or CFTC regulates crypto
• establish rules for stablecoins and exchanges
• legalize digital asset markets more clearly
• create a legal framework for tokenization and ETFs

Many in the industry see this as the first real attempt to build a full legal foundation for crypto in the US.

The important nuance: regulation may arrive faster than capital inflows 😉

Bank of America reminds investors that nearly every major IPO struggles shortly after launch 🚀

That warning may become especially relevant if rumored 2026 IPOs from SpaceX, OpenAI, and Anthropic actually happen. 🤔

The market narrative right now looks simple:
keep stocks elevated, maintain AI hype, and push liquidity until the biggest listings hit the public market.

But the key question for 2026 remains unresolved 👇

Will sky-high private valuations turn into fuel for a broader stock market correction once these companies finally begin public trading? 😳

🚀 Bitcoin briefly pumped to $82k overnight after the US Senate Banking Committee approved the CLARITY Act

The bill passed committee voting 15–9, with support from all Republican members and two Democrats. But BTC later slipped back below $81k because the legislation still lacks the 60 Senate votes needed to fully advance — meaning final approval could be delayed until August.

Key points from the approved version:

• clearer crypto oversight between the SEC and CFTC
• simplified rules for firms holding multiple asset types
• an AI regulatory sandbox for financial products
• a compromise on stablecoins: passive yield for US users may be banned, while activity-based rewards could remain

Meanwhile, stricter proposals targeting DeFi, crypto mixers, retirement-account crypto exposure, and politician-linked crypto projects were rejected. 🤷

For now, the market sees this as a major win for the US crypto industry — just not a finished deal yet 👏

🤧 Donald Trump announced a “fantastic” trade agreement with China that insiders reportedly value near $1T.

More importantly for markets, Beijing also signaled support for keeping the Strait of Hormuz open and preventing nuclear escalation in Iran — two major factors for global oil prices and inflation expectations.

Trump, in his usual maximalist style, also declared:

• the US economy stronger than ever
• stock markets at record highs
• $18T of investment flowing into America
• and “military victory” over Iran, with “more to come”

The market takeaway is simpler than the speech itself 👇

If US-China tensions cool down and Hormuz shipping remains stable, that could ease pressure on energy markets, inflation, and global risk assets — including crypto.

Now traders just need reality to catch up with the headlines 🤷‍♂️

📉 Bitcoin hash rate has been declining since October 2025

According to Bitcoin Magazine Pro, this is now the 4th longest miner capitulation period in Bitcoin’s history.🧐

Miner capitulation usually happens when weaker mining operations struggle with:
• lower profitability
• rising costs
• or tighter market conditions

Historically, extended miner stress has often appeared near important market turning points, as inefficient miners exit the network and selling pressure eventually decreases.

Despite the slowdown, Bitcoin’s network remains historically strong — but the mining sector is clearly going through a painful reset 💸

🇺🇸 New US ethics filings show that Donald Trump and his family were buying crypto-related stocks during Q1 2026 👀

The disclosed purchases include:

• Coinbase (COIN)
• Strategy (MSTR)
• MARA Holdings (MARA)

The biggest Coinbase purchase — estimated between $100k and $250k — happened almost exactly at COIN’s yearly bottom, when the stock was down ~70% from its 2025 highs. 👏

The filings also reveal positions in Block, Robinhood, plus large buys in Nvidia, Microsoft, Oracle, and Boeing.

💵 Yesterday people thought Tether had broken after hundreds of previously frozen wallets suddenly started unlocking on-chain

Turns out it wasn’t a bug.

🔥❄️Tether intentionally unfroze 497 USDT addresses holding around $79.2M — the largest unfreeze wave of 2026 so far.

At first, panic spread across crypto Twitter, with users warning others to urgently withdraw “locked” funds. But analysts now believe this was simply part of compliance procedures:
old investigations were closed and some assets were returned to their owners.

The uncomfortable takeaway 👇

With Tether, you can wake up with:

• a frozen balance
• or an unexpectedly unfrozen one

…without any notification — just a blockchain update.

📉 Markets turned red after the underwhelming US-China talks

Nvidia led the sell-off after Donald Trump approved H200 chip sales to China — but reports suggest Beijing showed little interest in buying them. 🤷

Meanwhile, Bitcoin dropped toward $78k, raising fears of a deeper correction.

For many traders, the key zone now sits around $75k:

if BTC loses that level, momentum could accelerate quickly. Some analysts even argue that this time a fall toward $60k might not provide strong support either.

Bitcoin has followed surprisingly similar cycles for years.

If history repeats again, the market may first wipe out overleveraged traders before offering the next real accumulation zone 😳

Red Monday is here 🌡

BTC dropped below $77K as over $600M in longs got wiped in the last 24 hours — with ETH alone accounting for $256M in liquidations. 🔪

Markets turned risk-off after renewed tensions around Iran. Donald Trump once again raised pressure on Tehran, and traders are now pricing in the possibility of fresh US strikes later this week. 🛬

Interestingly, rising Treasury yields suggest some investors still believe Trump could be bluffing — but the uncertainty is enough to send crypto and equities lower for now.

Volatility is back on the menu. 🎢

🇮🇷 Iran is reportedly developing a Bitcoin-based insurance system for ships passing through the Strait of Hormuz 🧐

Through the “Hormuz Safe” platform, vessels would be able to buy maritime insurance policies covering inspections, detentions, and even cargo confiscation.

The proposal could reportedly generate up to $10B for Iran’s treasury. 💰

The only unanswered questions 👀:

▸ who exactly pays out the claims if things go wrong;
▸ and whether all “insured” ships suddenly become hostile targets after Trump posts one angry tweet on Truth Social.

🇺🇸 One of the largest Bitcoin ATM operators in the US has filed for bankruptcy

Bitcoin Depot has officially entered Chapter 11 proceedings, while its network of crypto ATMs has already been shut down.

The company cites multiple reasons behind the collapse:

▪️tightening US crypto regulations;
▪️stricter limits on crypto ATM transactions;
▪️growing legal and regulatory pressure;
▪️worsening financial performance.

Bitcoin ATMs were once seen as a key bridge between cash and crypto adoption. Now many operators are struggling to survive as regulators crack down on fraud risks and compliance issues.

Another reminder that during every bull market, not all crypto businesses make it to the next cycle. 🤷

☹️ Ledger users are now receiving physical scam letters at home

One Italian crypto holder shared a fake “official” letter using Ledger branding and fear tactics to pressure victims into entering their seed phrase to “protect their funds.”

The creepy part? The scammers had his home address.

Ledger says the data likely comes from multiple industry leaks, but crypto veterans immediately remembered the infamous 2020 Ledger breach, where addresses and phone numbers of 270K customers were exposed.

Looks like scammers never delete archives — they just wait for the next bull market.

2026 crypto security starter pack:

▪️ never share your seed phrase;
▪️ ignore panic messages;
▪️ and apparently… be suspicious of your physical mailbox too.

Imagine explaining to someone in 2015 that Web3 phishing attacks would eventually arrive via paper mail. 📩

Selling pressure on Bitcoin is fading 👀

🔎 Binance Research highlighted 4 on-chain signals suggesting that liquid BTC supply continues to shrink:

▸ Nearly 60% of all BTC hasn’t moved in over a year — meaning most coins are sitting with long-term holders, not active sellers.

▸ BTC held on exchanges dropped from ~17.6% during the COVID era to ~15.0% today. Roughly 500K BTC has been withdrawn from exchanges over that period.

▸ The SLRV indicator remains near historical lows, signaling weak speculative activity and fewer short-term traders left in the market.

▸ STH MVRV moved back above 1.0, meaning short-term holders are entering unrealized profit territory — but still far from euphoric levels.

The takeaway: Binance Research is basically pointing to a liquidity squeeze.

There are fewer and fewer BTC available for quick selling… while buyers keep showing up.

💰 Strategy just bought another 24,869 BTC worth $2.01B at an average price of $80,985 per coin

As of May 17, the company now holds a staggering 843,738 BTC acquired for a total of $63.87B, with an average entry price of $75,700.

At this point, Michael Saylor isn’t really “buying the dip” anymore.

He’s buying entire supply shocks.

Strategy now owns so much Bitcoin that every new purchase feels less like a trade and more like a side quest to absorb all remaining BTC from the market. 👀

Meanwhile, bears are still waiting for “the inevitable collapse” while Saylor keeps pressing the orange button like it’s infinite money glitch DLC.

👻 The Crypto Fear & Greed Index has dropped back into Extreme Fear territory at 25

Markets bounced slightly after Trump said he canceled a “planned attack on Iran” because negotiations are still ongoing and a deal remains possible.

But the broader picture hasn’t changed much:

▸ BTC is still hovering around $77K
▸ ETH remains near $2,130

The problem is that traders are now pricing in headlines instead of fundamentals. One Truth Social post can erase billions in liquidations — and the next one can bring them right back.

Trump also made it clear that the military option is still on the table if talks fail 👀

📉💰 Bitcoin ETFs saw more than $1B in outflows last week — the largest withdrawal wave since BTC crashed to $60K

Historically, extended ETF outflows have almost always coincided with local market weakness, just like we’re seeing now. Reversals in this trend usually came before meaningful recoveries.

The problem? 👀

That reversal hasn’t appeared yet.

Institutional demand was one of the strongest narratives behind BTC’s rally, so when ETF money starts leaving aggressively, markets pay attention fast.

Right now the flow picture looks simple:

▸ retail is nervous
▸ institutions are de-risking
▸ and traders are watching every macro headline like it’s a Fed meeting.

Crypto Twitter still screams “buy the dip,” but ETF flows suggest Wall Street is currently choosing “reduce exposure.” 🤔