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According to Gate market data, the US dollar index DXY has fallen more than 15 points in the short term, currently reported at 98.09.

CleanSpark released its Q1 fiscal year 2026 earnings report: the revenue for the quarter was $136.4 million, a year-over-year decrease of 24.9%; the net loss was $378.3 million, compared to a net loss of $138.8 million in the same period last year; adjusted EBITDA was negative $241.2 million.At the same time, the company stated that contracted power capacity doubled year-over-year, including 585 MW of capacity approved by ERCOT; Bitcoin holdings increased by 14% year-over-year, and average monthly hash rate increased by 18% year-over-year. As of March 31, 2026, CleanSpark held $260.3 million in cash, $925.2 million in Bitcoin assets, and total assets of $2.9 billion.

According to official news, MARA's revenue in the first quarter was $174.6 million, a year-on-year decrease of 18%, with a net loss of $1.3 billion, mainly affected by the unrealized loss of 38,689 bitcoins on the balance sheet. MARA sold approximately $1.1 billion in bitcoins during the quarter to pay off debt and improve liquidity.The company stated that bitcoin mining remains the cornerstone of its operations, but it is shifting its business towards AI and digital infrastructure, and it does not expect to make large-scale ASIC miner purchases in the future. Currently, its hash rate has expanded to 72.2 EH/s, and it mined a total of 2,247 bitcoins during the quarter.

CoW DAO announced that its domain registrar was subjected to a social engineering attack on April 14, during which the attacker briefly controlled the official domain for about 4.5 hours and directed users to a phishing website, thereby inducing them to sign malicious transactions. The project team emphasized that the CoW Protocol itself was not compromised, but some user assets were affected during that time window.In response to this incident, the CoW DAO community governance proposal CIP-86 has been approved, establishing a discretionary compensation fund to reimburse affected users for their losses. The official reminder states that eligible users must submit their claims by May 14, including affected wallet addresses, asset information, transaction hashes, and names, and apply via email at help@cow.fi, with the email subject clearly stating "Discretionary Grant Claim for".

According to Jinshi reports. During an interview, Kevin Hassett, the director of the National Economic Council at the White House, was asked how long Powell would remain as a board member after Kevin Walsh takes over as the chairman of the Federal Reserve.Hassett stated that he believes Powell might feel he can choose to step down after the Inspector General completes the investigation into the renovation project of the Federal Reserve building. Hassett said, "I guess the opportunity to leave might come when the Inspector General's report is released, and he is satisfied with the results of the investigation."

Binance released its latest security report, addressing the current industry situation of rapidly spreading AI scams. The platform has deployed over 24 AI security programs and equipped more than 100 AI models to build an intelligent defense system against various types of cryptocurrency fraud.Statistics show that from early 2025 to the first quarter of 2026, Binance has protected over 5.4 million users and intercepted potential fund losses of $10.53 billion. In Q1 2026, the platform successfully intercepted 22.9 million scam and phishing attacks, protecting user funds amounting to $1.98 billion, with an average of over 9,600 real-time risk alerts pushed daily, and a total of 36,000 malicious on-chain addresses blacklisted.The report pointed out that deepfakes, voice cloning, and phishing bots have become mainstream scam tactics, with the overall scale of cryptocurrency fraud reaching $17 billion in 2025, a year-on-year increase of 30%. In terms of risk control, Binance's AI system handles 57% of fraud detection work, reducing the credit card fraud rate to 60%-70% of the industry average; it has upgraded AI anti-counterfeiting KYC reviews, with review efficiency improved by up to 100 times.The AI trading tool Binance Ai Pro uses an isolated account structure, only allowing trading permissions and prohibiting withdrawals, with the platform intercepting 12% of high-risk third-party AI plugins. Additionally, in 2025, Binance assisted in recovering $12.8 million in scammed funds, handled 48,000 cases, and collaborated with law enforcement to freeze $131 million in illegal assets.

According to Businesswire, the NYSE-listed closed-end fund C1 Fund (CFND) announced its financial report for the fourth quarter and the full year of 2025, indicating that its private investment strategy in digital assets continues to expand, with the portfolio advancing in sync with liquidity events.As of now, its digital asset infrastructure investment portfolio includes Alchemy, Blockchain.com, Chainalysis, Consensys, Figment, Kraken, and Ripple, among others. This year, it has made additional investments exceeding $10.47 million in projects such as BitGo, Fireblocks, and Polymarket (Blockratize Inc.), and has completed additional allocations in holdings like Ripple.

The Nasdaq-listed Ethereum treasury company SharpLink (SBET) announced its first-quarter financial report for the period ending March 31, 2026. Currently, the company's ETH holdings have increased to 873,000 coins (an increase of about 3,000 ETH since the end of March), with a GAAP-valued cryptocurrency asset scale of approximately $1.7 billion.Since launching the ETH treasury strategy in June 2025, the ETH per share metric (ETH Concentration) has increased from 2 to 4.02, with a total of about 18,800 ETH generated from staking and on-chain earnings. Driven by the active management strategy of ETH, Q1 revenue has significantly increased year-on-year to $12.1 million.

Circle announced its financial report for the first quarter of fiscal year 2026. The data shows that by the end of the first quarter, the circulation of USDC reached $77 billion, a year-on-year increase of 28%; the on-chain transaction volume of USDC in the first quarter reached $21.5 trillion, a year-on-year increase of 263%. The financial report indicates that Circle's total revenue and reserve income for the first quarter were $694 million, a year-on-year increase of 20%; adjusted EBITDA was $151 million, a year-on-year increase of 24%; net profit was $55 million, a year-on-year decrease of 15%.In addition, Circle disclosed that its ARC Token presale financing reached $222 million, with a fully diluted valuation of $3 billion, and participating investors include institutions such as a16z crypto, BlackRock, and ARK Invest. The company also announced the launch of the "Agent Stack" infrastructure aimed at AI agent scenarios, including products like Agent Wallets and Agent Marketplace, to support USDC-based AI agent payments and business activities.

According to BBX data, last week the earnings season for cryptocurrency concept stocks reached its conclusion, while institutional-level derivatives product lines expanded simultaneously. The core dynamics are as follows:CME Group Inc. (NASDAQ: $CME) reported by CoinDesk on May 7 plans to officially launch Bitcoin volatility futures (BVOL) on June 1, 2026, pending regulatory approval; the underlying asset for this product is the Bitcoin implied volatility index, allowing institutional investors to take long or short positions based solely on the magnitude of volatility without needing to predict the direction of BTC price movements, filling the gap for "pure volatility tools" in the existing Bitcoin derivatives market. For corporate treasury managers (such as Strategy-type companies) and cryptocurrency options market makers who need to hedge Bitcoin position volatility exposure, BVOL provides the most direct standardized hedging tool to date.Circle Internet Group, Inc. (NYSE: $CRCL) will release its Q1 2026 earnings report today (May 11) at 8:00 AM (ET) via an official live stream; the current analyst consensus expects revenue of approximately $715 million (Zacks data $717.1 million, S&P Global data $714.9 million, year-on-year approximately +11%, quarter-on-quarter approximately -7%), adjusted EPS of about $0.15---$0.27; last quarter (Q4 2025) reserve interest income was $733 million (year-on-year +69%), with an average market cap of USDC around $76.2 billion; as of May 6, the circulating supply of USDC was approximately $78.1 billion, and the integration of stablecoin infrastructure with Meta and Visa, along with the policy expectations from the CLARITY Act markup in May, are the most closely watched valuation catalysts this season.

Market analysis reports show that Coinbase and Kraken together account for 22% of all AI citations in the cryptocurrency category, with Coinbase accounting for 13% and Kraken for 9%, leading by more than three times compared to other U.S. trading platforms.Gemini ranks third with 5.5%, Robinhood Crypto ranks fourth with 5%, and BlackRock's spot Bitcoin ETF IBIT ranks fifth with 4.5%, dominating questions related to "Bitcoin ETF." The analysis points out that the influence of hardware wallets in AI responses is diminishing; while Ledger and Trezor still dominate questions related to "best crypto wallets," AI is increasingly inclined to recommend regulated trading platform custody solutions for the question of "best crypto asset storage methods."The report believes that the "self-custody narrative" that emerged after the FTX incident is no longer the dominant framework cited by AI. Furthermore, AI is rapidly shaping the landscape of U.S. retail crypto financial brands. "When users ask ChatGPT where to buy Bitcoin, the platforms prioritized by AI will have the opportunity to define the industry landscape for the next decade."

Decentralized USDD released its monthly transparency report for April 2026.The report shows that the total supply of USDD peaked at 1.558 billion in April, an increase of approximately 10.87% month-on-month; as of April 30, 2026, the total value of collateral assets reached 2.16 billion USD, with an overall collateralization rate maintained at 146% at the end of the month. Smart Allocator's cumulative earnings exceeded 16.24 million USD, with new monthly earnings of approximately 2.46 million USD.In addition, USDD achieved further optimization of its reserve structure this month, adding a WBTC Vault, which increased the proportion of non-endogenous collateral assets. At the same time, new MCP functionality and machine-readable documents for large language models (LLMs) were introduced to support the development of the AI Agent ecosystem.USDD officials stated that in the future, they will focus on strengthening stability, optimizing the earnings system, upgrading transparency, and expanding the ecosystem, and are committed to becoming a trusted stablecoin infrastructure in the AI Agent economy and decentralized finance scenarios.

Trump Media & Technology Group (TMTG) announced its Q1 2026 financial report, with a net loss of $405.9 million, of which unrealized losses from digital assets and equity securities amounted to $368.7 million, accounting for the vast majority of the total loss. According to CoinGecko data, TMTG's cryptocurrency asset portfolio is currently valued at $821.9 million, with a cost basis of $1.24 billion, resulting in an overall unrealized loss of approximately $423 million.The asset portfolio holds 9,542 BTC (valued at $767 million, average price $118,529) and 756 million CRO (valued at $54 million). In Q1, Bitcoin fell by about 22%, marking the worst quarterly performance since 2018. On the operational side, Truth Social generated only $900,000 in revenue, but operating cash flow reached $17.9 million, marking the fourth consecutive quarter of positive cash flow. The company's total assets reached $2.2 billion, nearly tripling from $759 million in the same period last year.

According to BBX data, this week the outflow channels of cryptocurrency infrastructure and the forward-looking financial reports of mining companies are advancing on two fronts, with the core dynamics as follows:Kraken (parent company Payward, Inc.) and the global payment network MoneyGram announced the establishment of a global strategic partnership through PR Newswire on May 5. Kraken users can withdraw cash exchanged for cryptocurrency in hundreds of fiat currencies at nearly 500,000 MoneyGram physical locations covering over 100 countries; initially focusing on cryptocurrency outflows, with plans to expand to local bank deposits and cross-border remittance flows; Kraken is responsible for customer identity verification, while MoneyGram provides licensed remittance services and compliance frameworks. Kraken co-CEO Arjun Sethi confirmed in an interview with Fortune that the company's IPO progress is "close to 80%," having previously submitted its confidential S-1 filing to the SEC. Bloomberg estimates the current valuation at approximately $13.3 billion based on a $200 million equity investment from Deutsche Börse.MARA Holdings, Inc. (NASDAQ: $MARA) officially announced on ir.mara.com on May 4 that its Q1 2026 financial report will be released after the market closes on May 11, with a conference call scheduled for 5:00 PM (ET); analyst consensus expects an EPS of approximately -$2.34 and revenue of about $184.2 million. As of the end of 2025, the company holds 53,822 BTC, with full-year revenue for 2025 at $907 million (up 38% year-on-year) and a hash rate of 66.4 EH/s; during Q1 2026, the price of BTC fell from about $87,000 to around $68,000, putting pressure on the mining company's total costs. The market will focus on the progress of its AI/HPC data center transformation and the rollout pace of the Starwood JV, which exceeds 1 gigawatt capacity.The U.S. Department of Labor released the April non-farm employment data on May 8, showing an increase of 115,000 jobs, nearly double the market expectation; Bitcoin maintained a range of $79,000---$80,000 after the data was released, with the market interpreting this "soft landing" signal as favorable for risk assets—an unheated job market means an increased probability of the Federal Reserve maintaining current interest rates, keeping the mid-term liquidity environment for cryptocurrency stable. The monthly net inflow for Bitcoin spot ETFs in April was approximately $2.44 billion, the strongest single month data of the year; April's monthly close rose by 16%, and if May's closing price remains above $76,000, it will confirm three consecutive months of positive monthly closes for Bitcoin, which Fundstrat founder Tom Lee defines as a "bear market ending signal."

According to Decrypt, Bitcoin mining company TeraWulf announced its first-quarter financial report, with a net loss of $427 million, compared to a loss of $61.4 million in the same period last year. The company's revenue was $34 million, of which 60% (approximately $21 million) came from AI computing business, a quarter-over-quarter increase of 117%; revenue from Bitcoin mining, on the other hand, decreased by 50% quarter-over-quarter to approximately $13 million.The CEO stated that the first quarter is a year of execution, and the company has established a complete platform, transforming its foundation into operational performance and recurring revenue. TeraWulf CFO Patrick Fleury mentioned that the company is shifting towards a more stable contracted revenue model, reducing its reliance on the volatility of Bitcoin mining. The company will continue to repurpose some of its Bitcoin mining operations to support higher-value high-performance computing workloads.