1. Bitcoin spot ETF saw net inflows of $623 million last week, continuing to record net inflows for 6 consecutive weeks

The $3.4 billion over 6 weeks is still ongoing. Institutions are still buying without stopping—$BTC —but the pace has already slowed in the second half of last week.

2. Ethereum spot ETF logged net inflows of $70.49 million last week, with BlackRock’s ETHA net inflow of $100 million topping the list
The $ETH ETF is largely propped up by BlackRock. After excluding ETHA’s $100 million, the rest are net outflows. Institutions still have differing views on $ETH .

3. The SSE Composite Index stands above 4,200, hitting a new high in more than 10 years
As A-shares rise, $BTC is also rising. Risk appetite is recovering in sync, and global funds are all looking for an exit.

4. Polymarket: The probability that “Trump will visit China on May 13” rises to 97%
It’s basically confirmed. The US-China détente is $BTC ’s biggest hidden positive—trade tensions cooling directly benefits risk assets.

5. OpenAI allows employees to sell shares
The AI unicorn begins to release liquidity, and pre-market trading of $OPENAI contracts is a bearish signal.

6. Syndicate has completed holder compensation affected by the bridge security incident and additionally issued a 15% compensation bonus
They not only paid after things went wrong but also gave an extra 15%. That’s considered conscientious among DeFi projects—but security incidents themselves should not happen.

7. Fuzhou Gulou District Court dismisses a lawsuit over a 480,000 yuan USDT wealth-management dispute and refers the case to public security authorities
The court does not recognize civil disputes involving USDT wealth management, and instead proceeds directly with criminal proceedings. In China, the legal risks of trading USDT wealth management are very high.

8. JPMorgan raises its target price for the Korea KOSPI index to 10,000
Korea’s stock market is being viewed bullishly all the way to 10,000 points. The 2% “kimchi premium” returning is not a coincidence—Korean funds are fully in FOMO.

9. A huge whale shorts US storage-sector stocks worth $15.2 million in the US stock market, with an unrealized loss of $2.47 million
The huge whale shorting US stocks is losing money, while the huge whale going long on crypto is making money. The direction of the smart money is very clear.