supply

According to crypto analyst Yu Jin @EmberCN, about 7 hours ago, a batch of addresses suspected to belong to Polychain unlocked and redeemed 122 million EIGEN from the EigenCloud (formerly EigenLayer) staking contract, worth approximately 23.88 million USD, accounting for 16.5% of the current circulating supply of EIGEN.Currently, the related EIGEN remains in the addresses and has not been further transferred. Yu Jin stated that this batch of tokens comes from the investment allocation for 2024, and Polychain was one of the early leading investors in EigenCloud.

According to data from DefiLlama, the supply of stablecoins has reached a historic high, exceeding $32.3 billion.

According to the threat intelligence released by Slow Fog, several high-frequency npm packages including AntV and Echarts-for-react, as well as the Python SDK durabletask, have recently been targeted by the Mini Shai-Hulud "mini sandworm" supply chain attack. The npm account atool was compromised, and the attacker automatically published 637 malicious versions within 22 minutes, affecting 317 packages. The attacker continuously uploaded durabletask versions 1.4.1, 1.4.2, and 1.4.3 within 35 minutes, bypassing normal release controls and impersonating an official Microsoft release.The large-scale leak of GitHub tokens and the ransomware attack on Grafana Labs are likely related to this supply chain attack. Affected components include high-frequency components such as AntV and Echarts-for-react in the npm ecosystem, as well as Python packages durabletask 1.4.1, 1.4.2, and 1.4.3. Attackers can steal cloud and local credentials, gain unauthorized access to internal repositories and sensitive cloud infrastructure, move laterally to developer machines and CI/CD pipelines, sell and exploit leaked GitHub tokens, and implement ransom and data leak threats.Slow Fog recommends immediately rotating all exposed credentials, replacing affected packages, isolating potentially infected systems, and implementing strict dependency review policies. Previously, it was reported that the "mini sandworm" worm had recently completed widespread infection in open-source code repositories, and developers should be vigilant in checking for issues.

According to The Block, the total supply of stablecoins has surpassed $300 billion, but growth has stagnated. Tether's USDT has increased by over $5 billion in the past month, while the supply of USDC, USDe, and PYUSD has collectively decreased by about $4.2 billion during the same period, resulting in a net growth of only about $900 million, equivalent to a total supply growth of 0.3%.The supply of USDe has decreased by 28% in the past month and nearly 34% year-to-date, as its reliance on the funding rate mechanism of perpetual contracts has been compressed following the deleveraging event in October last year. Sky's USDS supply has increased by 48.9% year-to-date, and World Liberty Financial's USD1 supply has increased by 33.7%, absorbing most of the capital rotation. The supply of PYUSD has decreased by 13% in the past month. The issuance of bank-issued and GENIUS Act-compliant stablecoins has proven to be more challenging than expected. Analysts point out that if new issuers want to directly replace USDT's market share, they need to offer higher yields, better distribution channels, or regulatory advantages that USDT cannot match.

According to Bloomberg, the Bank of England is considering an alternative in response to the industry's opposition to the proposed limits on stablecoin holdings. Bank of England Deputy Governor Sarah Breeden stated that the central bank is exploring the possibility of setting a temporary "guardrail" on the total issuance of stablecoins as an alternative option to the existing proposal. This statement indicates that the Bank of England is reassessing its regulatory framework for stablecoins.

Arkham issued a warning regarding the token concentration of the $4 billion market cap crypto project LAB. According to on-chain analysis posted on X, a single entity may control over 90% of the token's supply, with on-chain analyst ZachXBT noting that the internal holding ratio could be as high as 95%.

Binance Research released a chart analysis this week indicating that four on-chain signals point to the same conclusion: supply is tightening, and selling pressure has been exhausted.Long-term dormancy: Nearly 60% of BTC supply has not moved for over a year, significantly higher than 27% in 2012. The dormancy rate peaked at 69.5% when the spot Bitcoin ETF was approved in January 2024 and has since remained close to historical highs.SLRV indicator: The short-term to long-term holder value ratio is deeply entrenched in historical bottom territory, indicating a lack of market sentiment. Long-term holders dominate the supply, while short-term speculators have largely exited. Historically, every cycle bottom has been accompanied by this ratio entering the current region.Exchange balances: Since peaking at 17.6% during the pandemic, exchange balances have dropped to 15%, with approximately 500,000 BTC permanently leaving exchanges, and seller supply has fallen to a six-year low.STH MVRV indicator: Since November 2024, the BTC short-term holder MVRV has mostly remained below 1, gradually exhausting selling pressure. Currently, this ratio has rebounded to 1, and short-term holders are beginning to reaccumulate unrealized gains. As profit accumulation is still in its early stages, a new wave of selling pressure is unlikely to emerge immediately; historically, this pattern often appears before a sustained recovery.

According to Crowdfund Insider, recent on-chain data shows that wallets holding at least 1 million ADA tokens collectively hold about 25.09 billion ADA, accounting for approximately 67% of the total circulating supply, the highest level since July 2020.Despite the price of ADA dropping more than 70% over the past nine months, these large holders continue to accumulate.

According to a report by Cai Lian She, OpenAI released a statement regarding the recent "Mini Shai-Hulud" supply chain attack incident targeting the popular open-source library TanStack. After monitoring the malicious attacks on several commonly used npm packages, the security team quickly investigated the internal systems and found no evidence of user data being leaked or accessed illegally.OpenAI pointed out that although its core services were not directly compromised, to ensure the security of local environments, all macOS users using its official applications must complete software updates by June 12, 2026.

Bitmine Chairman Tom Lee stated that Bitmine purchased 26,659 ETH last week, a slower pace compared to over 100,000 coins per week previously, but still plans to hold 5% of the circulating supply of Ethereum by the end of 2026. Currently, the company's total Ethereum staking amount exceeds 4.7 million coins, with annual rewards expected to be around $352 million after full staking.Tom Lee believes that if the closing price of Ethereum is above $2,100 at the end of May, it will validate that the "crypto spring" has arrived.

Tom Lee, co-founder of Fundstrat and chairman of BitMine, stated on the X platform that Ethereum's supply has been in a "deflationary" state over the past year, and the purchases and staking by Ethereum's crypto treasury company have further amplified this trend.

According to Jinshi News, Amin Nasser, President and CEO of Saudi Aramco, stated on the 10th that global oil supply has decreased by about 1 billion barrels over the past two months.During a media interview that day, Nasser mentioned that even if energy flows return to normal, the entire system will take some time to return to normalcy. Saudi Aramco indicated that the East-West pipeline is an important supply artery that helps alleviate global energy shocks and provides certain assurances to customers affected by shipping restrictions in the Strait of Hormuz.

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.

The on-chain analysis platform Bubblemaps posted on platform X, indicating that the token MYSTERY may have experienced highly concentrated control behavior during its initial launch, describing it as a "textbook scam."Bubblemaps disclosed data showing that about 90 created wallets seized approximately 90% of the supply when MYSTERY launched and continued to sell off in subsequent stages, having cashed out over $100,000 while still holding about 40% of the token supply. Additionally, there were obvious characteristics of "bundled distribution" and centralized control during the launch phase of the token, and some KOLs promoting the token were also accused of engaging in paid promotion activities.

According to official news, the Ethena Season 5 airdrop claim has been opened. This airdrop distributes a total of 2% of the ENA supply.

According to Jinshi reports, Federal Reserve Chairman Powell stated that every supply shock has the potential to raise inflation and unemployment rates.

According to Axios, the White House is formulating guidelines that allow federal agencies to bypass the previous supply chain risk designation for Anthropic and introduce its latest model, Mythos. Sources say that the White House's move aims to gracefully bring Anthropic back. Earlier this month, White House Chief of Staff Susie Wiles and Treasury Secretary Bessent met with Anthropic CEO Dario Amodei.Previously, the Pentagon had listed Anthropic as a supply chain risk due to Anthropic's refusal to sign an agreement allowing the Pentagon to use its model Claude for all lawful purposes, insisting on prohibiting its use for large-scale domestic surveillance or the development of fully autonomous weapons. Currently, multiple federal agencies are vying for access to Mythos, which demonstrates powerful capabilities for automated cyber attacks while also serving as a defensive tool. The White House stated that any policy announcement will come directly from the president, and anything else is speculation.

Bitcoin mining machine manufacturer Canaan (NASDAQ: CAN) announced on Tuesday that it has received a new batch of custom Bitcoin mining hardware orders from Tether, which will supply high-density computing board modules designed specifically for immersion cooling systems, planned for deployment at Tether's affiliated facilities in South America.This collaboration continues the research and development partnership established in 2025 with ACME Swisstech, which has produced a proof-of-concept platform to enhance mining efficiency and scalability. Tether is simultaneously developing its own control boards and management software, indicating its push for deep integration of mining hardware and software. The agreement includes additional purchase options, allowing Tether flexibility in expanding its infrastructure.The day before this announcement, Tether had just launched an open-source mining framework, further expanding its Bitcoin mining infrastructure layout. Canaan is a publicly listed company in Singapore and currently holds 1,808 BTC, valued at approximately $137 million, marking its highest historical holding level.