#Gate广场五月交易分享 Today’s Core News

1 Trump softens tariff stance combined with retail investors’ continued buying, analysts expect Bitcoin to break the $100k mark
According to market news, the Trump administration has recently signaled a easing of tariff policies, while the crypto market shows clear buying signals—addresses holding 10 to 10,000 BTC have accumulated over 16,622 Bitcoin (about $1.33 billion) since early May, and the panic and greed index has risen from 38 to a neutral zone. Several analysts believe that if macroeconomic conditions continue to improve, Bitcoin may challenge the $100k milestone by mid-year, with institutional investors waiting for a breakout signal to enter.
Market impact assessment: Positive
Impacted tokens: BTC, ETH, SOL, mainstream cryptocurrencies
2 U.S. Senate reviews the CLARITY Act on May 14, regulatory clarity expectations heat up
Coinb executive Kara Calvert revealed at Consensus 2026 that the CLARITY crypto market structure bill is expected to enter review stage in the Senate Banking Committee on May 14. The bill aims to establish a clear regulatory framework for crypto assets; passing it would mean institutional funds have a compliant entry channel. Polls show over 70% of voters believe the U.S. should pass clear cryptocurrency legislation sooner, and market expectations for regulatory clarity are rising.
Market impact assessment: Positive
Impacted tokens: BTC, ETH, SOL, compliance concept tokens, exchange platform tokens
3 Bitcoin whale dormant for 12 years awakens, $41 million BTC movement draws attention
According to Arkham and Whale Alert monitoring, a Bitcoin address dormant for 12 years (since 2014) suddenly transferred about 500 BTC to a new address on May 11, worth approximately $41 million. In 2014, Bitcoin was priced around $500–$800, making this batch worth about $4.5 thousand at the time, now appreciating roughly 89 times. The market is watching whether these BTC will flow into exchanges for cashing out, with short-term profit-taking expectations putting some psychological pressure on the market.
Market impact assessment: Neutral to slightly negative
Impacted token: BTC
4 Ethereum whale transfers $574 million worth of 244,000 ETH to Binance within 3 days, raising concerns over selling pressure
According to CryptoQuant data, on May 8, an Ethereum whale known as "Bitcoin OG" Garrett Jin deposited 78,077 ETH (about $100k) into Binance in one go. Over three days, this address transferred a total of 244,000 ETH (about $100k) to exchanges and still holds over 300,000 ETH in online wallets. Ethereum’s price dropped about 2% after the news, with market concerns over a large-scale sell-off, while ETH futures open interest hit a record high near 14.17 million contracts.
Market impact assessment: Neutral to slightly negative
Impacted token: ETH
5 Strategy abandons "never sell Bitcoin" pledge, shifts to active asset-liability management
Strategy (formerly MicroStrategy) CEO Phong Le stated clearly during earnings call that the company will no longer adhere to the "never sell Bitcoin" stance and will adopt an active management strategy to maximize Bitcoin value per share. The company currently holds 818,334 BTC (about 3.9% of total circulating supply) with an average cost of around $75,500. In Q1, due to Bitcoin’s price decline, the company recorded a net loss of $12.5 billion, but emphasized a BTC yield of about 9%, with the core goal still to increase holdings per share. After the earnings report, the stock fell over 4% in after-hours trading.
Market impact assessment: Neutral
Impacted tokens: BTC, Strategy stock (MSTR)
6 Bitcoin ETF sees net inflows over $1 billion for two consecutive weeks, institutional holdings average around $83,000
Statistics show that last week (April 28 to May 4), spot Bitcoin ETFs had a total net inflow of about $450k, the highest in nearly four months. The full April net inflow was about $2.44 billion, making it the strongest month this year. Major products like BlackRock’s iBIT continued to attract funds, with a single-day net inflow of about $467 million on May 5. Analysts point out that $83,000 is the average cost basis for institutional holdings; breaking through this level could trigger a new wave of capital inflows.
Market impact assessment: Positive
Impacted tokens: BTC, ETH, institutional holding concepts