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According to BBX data, yesterday's corporate Bitcoin reserve expansion and the divergence in Wall Street institutional crypto allocations both landed simultaneously, with the core dynamics as follows:Strategy, Inc. (NASDAQ: $MSTR) submitted SEC Form 8-K, disclosing that the company purchased an additional 24,869 BTC between May 11 and May 17, with a total expenditure of approximately $2.01 billion, at an average price of about $80,985, marking the second-largest weekly purchase scale in 2026; the funds for this purchase came from the sale of 19.5 million shares of STRC preferred stock (net proceeds of about $1.949 billion) and 430,000 shares of MSTR common stock (net proceeds of about $83.7 million); as of May 17, the company's total holdings rose to 843,738 BTC, with a total acquisition cost of about $63.87 billion (average price $75,700), yielding 12.6% BTC since the beginning of 2026.Goldman Sachs Group, Inc. (NYSE: $GS) submitted Q1 2026 Form 13F to the SEC, disclosing that the company completely liquidated all XRP ETF holdings during Q1 2026 (previously held about $153.8 million, distributed among four issuers: Bitwise, Franklin Templeton, Grayscale, and 21Shares) and all Solana ETF holdings (previously about $108 million); simultaneously, it reduced its Ethereum ETF holdings by about 70% to approximately $114 million; retained Bitcoin ETF holdings of about $700 million (of which iShares Bitcoin Trust $IBIT is about $690 million and Fidelity FBTC is about $25 million), a slight reduction of about 10% from the previous quarter; meanwhile, the 13F showed that Goldman increased its holdings in Circle Internet Group, Inc. (NYSE: $CRCL), Galaxy Digital Inc. (NASDAQ: $GLXY), and Coinbase Global, Inc. (NASDAQ: $COIN) during Q1, signaling a shift from "altcoin ETFs to crypto infrastructure stocks."

Gate's venture capital division, Gate Ventures, announced a strategic investment in the DeFi project 3F. 3F provides a one-click RWA leverage solution that supports the use of tokenized real-world assets as collateral to access decentralized lending markets. Through automated lending and position management mechanisms, it offers differentiated and sustainable sources of income for stablecoin depositors. This model aims to enhance capital utilization efficiency and expand the connection pathways between DeFi and real-world assets.3F aggregates multi-market lending demand through a unified borrower mechanism and introduces programmatic circular lending anchored to real-world credit, which helps improve the counter-cyclical nature and capital efficiency of stablecoin yields. Gate Ventures continues to focus on infrastructure directions such as the integration of RWA and DeFi, believing that related solutions are expected to provide more resilient sources of income amid market cycle fluctuations. As the RWA market size expands, the importance of infrastructure connecting stablecoin liquidity and RWA leverage is gradually increasing. Gate Ventures is laying out plans around related infrastructure directions and supporting the development of projects with long-term growth potential.

The vault protocol 3F, built on the decentralized lending protocol Morpho, has completed a total financing of $4 million, led by Maven 11, with participation from institutions such as F-Prime, GSR, and Gate Ventures. The company did not disclose a specific valuation.It is reported that 3F is built on top of Morpho, aiming to provide users with RWA leveraged exposure through a "one-click operation." Users only need to select the target asset and leverage multiple, and the protocol will automatically complete the entire position-building process: including purchasing the underlying asset through short-term bridge financing, depositing it as collateral in Morpho, and borrowing stablecoins to repay the financing. This mechanism essentially simplifies the "looping" process in traditional DeFi, which involves repeatedly buying assets, collateralizing, lending, and reinvesting.While this process can be efficiently completed in pure crypto assets through flash loans, it is usually more complex and inefficient in RWA scenarios due to issues such as settlement delays. 3F is expected to officially launch in the second quarter of this year.

ChainCatcher message, according to HyperInsight monitoring, in the past 2 hours, a whale address starting with 0x3fc opened a 12x leveraged long position in ETH at an average price of $3,859, with a nominal position value reaching $9.05 million, and placed a take-profit order at $4,135, with the current liquidation price at $3,609. Additionally, this address opened a nearly $35 million short position in BTC at an average price of about $109,600 yesterday at 14:00, which was closed for profit early this morning at 5:00.Although this transaction was profitable, the address has shorted BTC multiple times in the past week, with the largest loss exceeding $2 million from a position opened on the 21st, and the current cumulative loss still reaching $4.66 million. Furthermore, monitoring indicates that among the whales who opened new ETH positions in the past four hours, the long-to-short ratio is approximately 50.9:40.1, which includes the "BTC OG" whale associated address that opened a new long position in ETH four hours ago.

ChainCatcher news, according to HyperInsight monitoring, in the past three hours, a whale address starting with 0x3fc closed its BTC long position and instead opened a BTC short position at an average price of $108,300, with a nominal position value of $80.28 million, currently facing a floating loss of over 20%, and the current liquidation price is $109,700. Additionally, this address had chased long positions in BTC and SOL during the market pullback at 4 AM today and closed its positions three hours ago. In the past week, this address has accumulated losses of $3.64 million.

ChainCatcher news, according to DeepSeek's announcement, on the fifth day of Open Source Week, its Fire-Flyer file system (3FS) has officially been open-sourced. As a high-performance parallel file system, 3FS can fully utilize modern SSDs and RDMA networks to achieve high-speed data access, enhancing the efficiency of AI model training and inference.Key performance indicators of 3FS:Achieved a total read throughput of 6.6 TiB/s in a 180-node clusterReached a throughput of 3.66 TiB/min in a 25-node GraySort benchmark testSingle-node KVCache query peak throughput exceeds 40+ GiB/s3FS adopts a separated architecture, supporting data preprocessing, dataset loading, checkpoint storage/recovery, embedded vector search, and inference KVCache queries, with strong consistency semantics. DeepSeek also launched the Smallpond data processing framework to further optimize 3FS's data management capabilities.

ChainCatcher news, Matrixport's latest report indicates that since March 2024, Bitcoin spot ETF buyers have been strictly adhering to a strategy of buying on dips and waiting at highs. As the 13F quarterly reporting period begins today, funds with over $100 million in U.S. stock investments will start to disclose their holdings. We may find that more pension funds and asset management companies have increased their positions in Bitcoin ETFs in the second quarter, which could boost institutional investor confidence.

ChainCatcher news, Bloomberg ETF analyst Eric Balchunas stated that BlackRock's IBIT had 414 holders at the end of its first 13F quarterly report, "this is incredible, breaking records. Even having 20 holders as a new entity is very rare and significant."

ChainCatcher news, according to Cointelegraph, over 600 companies disclosed significant investments in Bitcoin spot ETFs in the latest 13F filings submitted to the SEC in the past week. The Chief Investment Officer of cryptocurrency asset management firm Bitwise expects that by the May 15 deadline, nearly 700 professional firms will invest $5 billion in spot Bitcoin ETFs.According to the submission data on May 9, 563 professional investment firms reported holding Bitcoin ETFs valued at $3.5 billion. This includes Morgan Stanley, JPMorgan, Wells Fargo, UBS Group, BNP Paribas, Royal Bank of Canada, and hedge funds such as Millennium Management and Schonfeld Strategic Advisors.

ChainCatcher news, the Chief Information Officer of Bitwise, the issuer of the spot Bitcoin ETF, Matt Hougan, stated that the Bitcoin allocation of institutional investors in the recently disclosed first-quarter 13F filings is just a "down payment." Most professional investors need 6 to 12 months to evaluate cryptocurrencies, following a pattern of due diligence, individual allocation, isolated client allocation, and full platform allocation stages.

ChainCatcher news, Web3Foundation announced the 19th batch of Polkadot ecosystem Grant funding list. A total of 100 applications were received this time, the highest in over two years, with 33 grants approved, amounting to over 1.1 million USD.Among the funded projects, the number of tools that enhance smart contract functionality has significantly increased. These grants are mainly used to test, analyze, and improve the experience of developers interacting with Ink.The funded products mainly include applications, data tools, and infrastructure (such as wallets, parachains, and data dashboards) that serve users.Among them, there are 8 user interface projects: justmert, TPScore, Stake Plus Inc, MOBR Systems, Infra3, Liisa, Decentration, and Lastic.There are 8 projects in the Chains and Pallets category: ZeroDAO, Centrifuge, AISLAND DAO, Eiger, Myriad Systems LTD, Eiger, Off Narrative Labs, and Open Smart Contract.There are 3 projects in the Smart Contract category: Protofire, NeoPower Digital, and DAOsign.In the Tools, API, and Language category, there are 10 projects: SO/DA zone, Coong Crafts, Starks, ChainSafe, Federico Cicciarella, Salaheldin Soliman, CoinFabrik, David Semakula, Zondax AG, and Jonathan Brown.There is 1 project in the Research category: Moonsong Labs.There are 3 projects in the Wallet category: Orochi Network, PolyCrypt GmbH, and Tesseract.

ChianCatcher news, according to Scopescan monitoring, an address related to Vitalik Buterin has just sent 200 ETH (300,000 USD) to an address starting with 0x3f. He had sent 350 ETH (560,000 USD) to that address three weeks ago, which then exchanged these ETH for USDC.

ChainCatcher news, according to CertiK monitoring, the EOA address 0x63fD7 associated with multiple phishing incidents has transferred 60 ETH (approximately $126,000) to Tornado Cash. (source link)