Wu Says Daily Selected Crypto News + This Week's Macro Indicators

1. Major Token Unlocks This Week

In the next 7 days, large single token unlocks (unlock amounts over $5 million) include SUI, JUP, SIGN, EIGEN, OMNI, GUN, etc. Linear large unlocks over the next 7 days (daily unlock amounts over $1 million) include RAIN, SOL, CC, TRUMP, WLD, etc.; the total unlocked value is over $330 million.

2. Progress of the US CLARITY Act in May Becomes a Key Observation Point

The US crypto market structure bill, the CLARITY Act, has shown no clear public progress in the past month. It is expected not to be advanced to completion in April, making May a key observation window. In the US, Memorial Day (May 25) is regarded as the “final deadline” needed to complete the key pushes for the bill to have a chance of being passed before the elections; after that, as summer approaches, lawmakers will leave Washington to campaign. Last week, more than 100 crypto industry organizations signed an open letter urging the Senate Banking Committee to hold a revised review hearing, but the schedule for advancement is still unclear, and issues such as stablecoin yield have not been publicly resolved. Even if those issues are addressed, the House still needs to vote on the bill again.

3. The EU Has Approved the 20th Round of Sanctions Against Russia, Including Crypto Bans

The EU has approved the 20th round of sanctions against Russia, one of the largest measures in nearly two years. For the first time, it imposes comprehensive restrictions on the crypto industry, including banning Russian crypto service providers and platform operators, blocking the digital ruble and stablecoin RUBx, and prohibiting EU entities from trading with Russian and Belarusian crypto and DeFi platforms. At the same time, the sanctions also cover 20 Russian banks and related financial institutions. The EU says Russia is increasingly relying on crypto assets to evade sanctions.

4. Strategy Announces Purchase of 3,273 BTC for About $255 Million

Strategy announced the purchase of 3,273 BTC for about $255 million, at an average price of approximately $77,906. As of April 26, 2026, the company holds 818,334 BTC in total, with a total cost of approximately $61.81 billion and an average cost of about $75,537. Through 2026 to date, the BTC return rate is about 9.6%.

5. BitMine Adds 101,901 ETH, Total Holdings 5,078,386 ETH

BitMine announced it increased its holdings by 101,901 ETH last week. As of April 26, its total ETH holdings were 5,078,386, accounting for about 4.21% of the total ETH supply. The total size of its crypto assets and cash reached $13.3 billion. BitMine has staked 3,701,589 ETH, valued at about $8.8 billion.

6. Wu’s Weekly Macros: Central Bank Rate Decisions in Japan and the US, Iran Situation, US PCE

Summary

Last week’s Iran situation oscillated repeatedly at the edge of diplomatic bargaining and high military pressure. This week, attention continues to focus on the Iran situation, bringing a “super week” for central banks, with key focus on the rate decisions from Japan and the US, as well as the US March PCE.

Last Week’s Review

The Iran situation oscillated repeatedly at the edge of diplomatic bargaining and high military pressure: the two-week ceasefire agreement originally set to expire on the 21st was temporarily extended by Trump in exchange for a negotiation window, but both sides refused to yield on core red lines such as “zero uranium enrichment” and “full opening of the Strait of Hormuz,” resulting in a stalemate in negotiations in Islamabad. Meanwhile, although the ceasefire existed in name, low-intensity friction between the US and Iran in Syria and surrounding regions never stopped. The market maintained a high level of alertness, worrying that if talks broke down, a larger-scale conflict could be triggered at any time.

Tesla’s total revenue in Q1 2026 was $22.387 billion, up 16% year over year; gross profit was $4.72 billion, with a gross margin of 21.1%; operating profit was $941 million, with an operating margin of 4.2%; GAAP net profit was $477 million, and non-GAAP net profit was $1.453 billion. Operating cash flow was $3.937 billion, and free cash flow was $1.444 billion. Cash, cash equivalents, and short-term investments were $44.743 billion. Regarding digital assets, the company did not disclose Bitcoin buy/sell activities. The book value of digital assets fell from about $1.008 billion at the end of the previous quarter to $786 million, mainly due to fair value adjustments caused by the decline in the Bitcoin price.

US Customs and Border Protection launched the first phase of tariff refunds on April 20, 2026, involving about $166 billion. Importers can apply through the new system to get their tariff and interest refunds.

In the week ending April 18, the US initial jobless claims were 214,000, versus the expected 210,000. The prior figure was revised from 207,000 to 208,000.

The University of Michigan’s April final Consumer Sentiment Index in the US was 49.8, above expectations and also higher than the preliminary 47.6, but below March’s final 53.3. It hit a new low in nearly 4 years due to increased inflation concerns amid the Iran war escalation.

The US April 1-year inflation expectation final reading was 4.7%, with the forecast at 4.8% and the prior value at 4.8%.

Key Events & Indicators This Week

April 27

Keep monitoring the Iran situation

April 28

Bank of Japan rate decision

April 30

Federal Reserve rate decision (02:00)

China April official manufacturing PMI (09:30)

European Central Bank rate decision (20:15)

US March core PCE price index year-over-year (20:30)

May 02

Berkshire Hathaway 2026 Annual Shareholders Meeting (20:00)