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Theo Bitcoin Magazine tiết lộ, người phụ trách các hoạt động liên quan đến tài sản kỹ thuật số của Morgan Stanley, Amy Oldenburg, trong cuộc phỏng vấn video với Bitcoin Magazine cho biết, logic đầu tư của Bitcoin như "vàng kỹ thuật số" "khá hợp lý", nhưng cô hy vọng thấy hiệu suất giao dịch của Bitcoin gần gũi hơn với vàng, thay vì liên kết chặt chẽ với các tài sản rủi ro công nghệ. Cô đề cập rằng, mối tương quan giữa Bitcoin và vàng, nhu cầu về stablecoin, lo ngại về tính toán lượng tử, trí tuệ nhân tạo và lạm phát, đều đang ảnh hưởng đến nhu cầu thị trường đối với Bitcoin.Cô cũng cho biết, sẽ không định nghĩa triển vọng của Bitcoin bằng một ngày giao dịch nào đó hoặc một dữ liệu lạm phát nào đó. Nội dung phỏng vấn cũng đề cập đến việc sử dụng stablecoin và USDT trên mạng lưới Bitcoin, cấu trúc khách hàng của quỹ ETF Bitcoin giao ngay của Morgan Stanley, con đường khách hàng chuyển Bitcoin tự nắm giữ thành cổ phần ETF, cũng như các chủ đề như sử dụng Bitcoin ETF và Bitcoin giao ngay làm tài sản thế chấp để vay mượn.Ngoài ra, Oldenburg đã giới thiệu cách mà Morgan Stanley đánh giá rủi ro lượng tử, và nói về việc tài sản được mã hóa có thể thay đổi các loại tài sản khác nhau, cũng như vai trò của phòng thí nghiệm tài sản kỹ thuật số của Morgan Stanley (Digital Asset Lab) và AI trong "nền kinh tế đại diện" trong tương lai.

According to on-chain analyst Yu Jin's monitoring, the crypto asset management firm Abraxas Capital continues to reduce its holdings by 1,469 BTC, transferring 1,469 BTC (worth $98.45 million) to Kraken and then withdrawing 22.71 million USDC. Over the past day, it has cumulatively reduced its holdings by 2,469 BTC (worth $166 million), with an average price of $67,210.

Santiment released data on social media stating that Bitcoin has dropped 13% in the past week, primarily attributed to the selling behavior of key stakeholders. Bitcoin whales and sharks (addresses holding 10 to 10,000 BTC) sold 24,602 Bitcoins in the past week (a reduction of 18%). Bitcoin small traders (addresses holding less than 0.01 BTC) increased their holdings by 61 Bitcoins in the past week (an increase of 12%).

According to The Block, Standard Chartered Bank's Head of Digital Asset Research Geoffrey Kendrick stated that Strategy's decision to reduce its holdings by 32 bitcoins last week may mark the beginning of a new phase of "outperformance" for Ethereum relative to Bitcoin. Kendrick pointed out that although the scale of the reduction is "very small," against the backdrop of Bitcoin's decline on that day, ETH/BTC experienced a significant upward movement rarely seen in recent years. He expects ETH/BTC to rise to about 0.04 by the end of this year, currently around 0.028. Kendrick maintains his price targets of $4,000 for ETH by the end of the year and $40,000 by 2030, and stated that the Ethereum treasury can "sell coins with zero necessity" through approximately 3% staking yields, making it easier to achieve a higher net asset multiple (mNAV) and financing capability compared to the Bitcoin treasury.

According to monitoring by BitcoinTreasuries.NET, Canadian listed Bitcoin mining company Hive Digital sold 331 BTC in the first quarter of 2026, with a current total holding of 150 BTC.

The blockchain security agency PeckShield has issued an alert stating that Gnosis Pay is currently undergoing a security attack. Meanwhile, Gnosis co-founder Martin Köppelmann has publicly urged users to immediately withdraw their GNO and EURe assets to mitigate potential risks.Market analysis indicates that Gnosis Pay, as an important infrastructure connecting payment scenarios with on-chain assets, may face short-term selling pressure on Gnosis GNO and the euro stablecoin EURe if it is confirmed that funds have been stolen or protocol vulnerabilities exploited, further affecting market sentiment for Gnosis ecosystem-related projects.Currently, the official has not disclosed the scale of the attack, the amount of losses, or specific technical details, and the situation is still developing. Users holding related assets or using Gnosis Pay services should closely monitor official follow-up announcements and assess their risk exposure in a timely manner.

According to Criptovaluta.it, Italy's Banca Sella has announced that it has completed the notification procedure to the Bank of Italy and will become the first bank in Italy to operate cryptocurrency business in compliance with the EU MiCA regulations. The bank plans to launch digital asset custody and transfer services to a specific client group by the end of 2026.Banca Sella is also one of the founding members of the Qivalis alliance, which currently brings together 37 European banks dedicated to launching a stablecoin pegged to the euro.

Investment bank TD Cowen's Washington research team managing director Jaret Seiberg released a report on Tuesday stating that the political environment surrounding the CLARITY Act is continuing to deteriorate, and the likelihood of this cryptocurrency market structure bill passing this year is decreasing. Seiberg pointed out that recent controversies involving President Trump make it difficult for Democrats to support the bill without a conflict of interest clause.Seiberg indicated that these events have increased pressure on Democrats to include a conflict of interest clause targeting the president, while also making Republicans reluctant to push legislation that could force them to vote against related amendments. He anticipates that lawmakers may choose to wait and see, but there is limited room for further delays given the upcoming midterm elections. He previously mentioned that the legislative window could extend until the August recess, and if not resolved this year, the passage time could be pushed back to 2027.

According to The Block, Ethereum co-founder Vitalik Buterin published a lengthy article on the X platform, responding to the recent turmoil within the Ethereum Foundation and the wave of researcher departures. Buterin stated that the foundation is choosing "long-term survival over being large and comprehensive," reducing ETH sales, and focusing on Ethereum's anti-censorship, open-source, privacy, and security attributes known as CROPS. He emphasized that the post represents his personal views, and his power within the organization will continue to diminish, which aligns with his wishes.Buterin believes that the EF should be understood as "a node with a clear purpose, alongside other nodes," rather than the center of Ethereum. He pointed out that the foundation holds about 0.16% of ETH, while other blockchain foundations typically hold 10% to 50% of their own token supply. The foundation will focus on key activities that only it can drive, with some respected contributors and projects remaining outside the foundation, which will help attract external capital.In terms of technical direction, Buterin proposed three priorities: achieving "provably secure Ethereum" through AI-assisted formal verification, usable chain consensus, and minimizing intermediaries. He explicitly opposed Ethereum competing solely on speed, calling that "a path to mediocrity." Finally, Buterin stated that the EF will be smaller than in previous years, its stance will be more distinct, and in some cases, its position may be difficult to understand, but it will also be more enduring. The foundation's new long-term operational model should stabilize in the coming months.

Toncoin announced that its bridge-v3 cross-chain bridge is scheduled to officially and permanently close on September 1, 2026. During the transition period before the closure, all proportionally charged cross-chain fees have been canceled, and users who have used the bridge are reminded to check their wallets as soon as possible and complete the withdrawal of any unprocessed or unrecovered assets before the deadline.If you hold Wrapped TON in Ethereum or BNB Smart Chain, you should rebridge to the TON network before the deadline. If you hold tokens such as jUSDT, jUSDC, jDAI, jWBTC, etc., you need to bridge back to the Ethereum network. Users must complete all asset migrations before the deadline to avoid assets being unable to operate across chains. After September 1, the cross-chain bridge will stop all transfer functions.

According to the latest Q1 13F filing released by Bank of America (BofA), its holdings in cryptocurrency ETFs and related concept stocks in the first quarter totaled nearly $53 million.BlackRock (IBIT) is its largest single cryptocurrency ETF holding, valued at approximately $37 million. It holds a total of 972,590 shares, showing significant continued inflow compared to 719,008 shares in the previous quarter; Bitwise (BITB) has a holding valued at approximately $7.98 million; Grayscale Mini Fund has a holding valued at approximately $3.32 million; Fidelity (FBTC) has a holding valued at approximately $1.71 million. Additionally, there are small allocations to Grayscale GBTC, VanEck HODL, and Ark 21Shares (ARKB) products. At the same time, it has significantly reduced its holdings in Ethereum ETFs, currently retaining only 67,492 shares of BlackRock Ethereum ETF (ETHA), with a total value of approximately $1,060,000; it has cut its exposure to Solana ETFs. The XRP ETF remains at its original size, currently holding 13,000 shares of Volatility Shares XRP ETF.Meanwhile, Bank of America also holds approximately 3,960,000 shares of Strategy (MSTR), valued at about $660 million.

According to Jinshi reports, Federal Reserve Chairman Waller stated that inflation can be reduced and the economy will grow strongly.

According to Jinshi reports, Federal Reserve Governor Waller stated that we can reduce the Federal Reserve's balance sheet by $300 billion to $500 billion.

According to the 13F filing submitted by the Australian financial services company Macquarie Group Ltd in mid-May, comparing the two periods ending December 31, 2025, and March 31, 2026, its IBIT holdings decreased from 5.126 million shares to 4.139 million shares, a reduction of about 19.3%, corresponding to an asset value decrease from approximately $255 million to $159 million; the ETHA holdings also decreased from 3.634 million shares to 3.289 million shares, a reduction of about 9.5%, corresponding to an asset value decrease from approximately $81.5 million to $52.1 million.At the same time, in the crypto stock sector, Macquarie Group reduced its position in Coinbase by 19%, but increased its position in Circle by 188% (valued at $2.326 million at the end of the first quarter) and added a position in BitMine (valued at $4.153 million at the end of the first quarter). In contrast, it did not show aggressive increases in the AI sector either, but rather maintained a cautious overall stance, with positions in Nvidia, Palantir, AMD, and others significantly decreasing, while only a few semiconductor stocks like Micron Technology saw slight increases.

According to Cointelegraph, Bank of England Deputy Governor Sarah Breeden stated that tokenization can reduce settlement costs, speed up processes, and promote competition, provided that trust and interoperability are ensured. Breeden emphasized that even in the context of private sector innovations such as tokenized deposits and regulated stablecoins, central bank money will remain the cornerstone of the monetary system. She mentioned that the Bank of England is working with industry, government, and regulators to build a framework that supports innovation without compromising financial stability.Breeden stated that, in addition to traditional bank deposits, people should also be able to make payments using tokenized deposits, regulated stablecoins, and retail central bank digital currencies, and that increased competition in technologies and business models will lower user costs and improve functionality. The Bank of England also proposed on Monday to extend the operating hours of its core settlement infrastructure to nearly 7x24 hours to support cross-border payments and securities settlement.

According to Jinshi News, Federal Reserve Chairman Powell stated that a rate cut would only be appropriate if there are new developments in reducing inflation, provided that the labor market remains balanced.

According to Lookonchain monitoring, a Solana OG whale who has staked SOL for over 5 years sold another 30,000 SOL ($2.56 million) 8 hours ago. This OG staked 991,079 SOL 5 years ago and started selling a year ago. So far, they have sold 965,274 SOL ($137.66 million) at an average price of $143, and still have 381,140 SOL ($3.24 million) staked.

The Solana development company Anza announced that it has officially recommended the mainnet validators upgrade to Agave 4. This upgrade introduces XDP for Turbine, QUIC-only TPU data access, a faster replay stage, and several SIMD features that will be activated during this cycle.Anza stated that production environment tests on large mainnet validators showed that XDP has reduced the Turbine retransmission delay from about 600 ms to approximately 0.8 ms, providing critical performance headroom for Solana's push towards 100 million CU blocks. Additionally, Agave 4 has completely removed UDP transaction access, making QUIC the only transaction submission method; PoH entry verification and Ed25519 signature verification have also been removed from the critical path and processed asynchronously to enhance replay stage performance.This round of upgrades will also gradually enable several SIMD features, including p-token (an SPL Token alternative that can free up about 13% of block capacity), Stake Program v5, SBPFv3 support, pre-funded account creation, and BLS12-381 syscall, among others.