MyCh093

$ETH Kashkari, Chair of the Federal Reserve:
- Inflation remains too high.
- The main risk right now is how long the Strait of Hormuz can stay closed.
- Even after the strait reopens, supply chains will need months to recover.
- The Fed Chair has significant influence but is only one of 12 votes.

$ETH USDTBanList Analysts: Mass USDT unlocks don't look like a glitch but rather a standard compliance procedure by Tether.
Such waves of blacklisted address removals are usually related to the closure of old investigations, the reversal of court rulings, or the completion of checks on previously frozen addresses.
Previously, Tether unblocked 497 wallets with USDT worth $79.2 million – the largest wave in 2026. Yesterday, crypto enthusiasts on Twitter caused panic and advised urgently converting USDT into other assets, attributing the large-scale unlocks to a failure/anomaly.

$BTC Market rules need to be updated for new technologies, not lived by standards from 80 years ago.
Main theses from the podcast:
➠The SEC is preparing a major update to regulations – there are now more than 22 initiatives in the Regulatory Flexibility Agenda.
➠Among the areas are simplifying disclosure requirements, regulating crypto assets, shareholder voting rules, shareholder proposals, and revising climate reporting requirements for companies.

$BTC In Vietnam, they may officially launch a regulated crypto market as early as the third quarter of 2026.
The deputy finance minister of the country stated that the first official transactions with crypto assets could begin in the coming months.

$BTC The U.S. Senate Banking Committee published an updated draft text of the CLARITY Act on the structure of the crypto market.
➥ The document includes a ban on paying interest for merely holding stablecoins or any mechanisms similar to bank interest.

$BTC Tom Lee bought an additional 26,659 ETH ($62 million) – announcement
▪ In Bitmine's balance: 5,206,790 ETH ($12.1 billion) – approximately 4.31% of the total supply.
▪ Free cash for reserve replenishment: $775 million.
▪ Staking: 4,712,917 ETH ($10.9 billion).
Bitmine has decided to slow down the weekly asset accumulation pace, as it has nearly reached the goal of "5% of the total supply" for ETH by the end of 2026.

$BTC Collins, Federal Reserve Chair:
- Expecting the rate to remain at the current level for a long time.
- Supported the decision to keep rates unchanged.
- In an alternative scenario, the Fed may be forced to consider raising the rate.

$BTC Warren Buffett has warned everyone again!
May 2nd of this year: "We have never seen people in such a gambling mood as now."
Before the dot-com crash of 2000: "Pessimism is the friend of the long-term investor, euphoria is the enemy."
SPX / WM2NS: The S&P 500 index divided by the US M2 money supply. This indicator is often used to identify "real" market bubbles (when stocks grow faster than the money in the system).
Buffett's company (Berkshire Hathaway) currently has a record level of liquidity on its balance sheet (cash + short-term bonds) ~ $397 billion.
Many believe that Warren Buffett

$BTC The Aptos Foundation and Aptos Labs will allocate $50,000,000 to their own products, research, protocol infrastructure, and a strategic fund for partners in trading and artificial intelligence.

$BTC A Trump family-related mining company, American Bitcoin, has reported its second consecutive quarterly loss.
➤ The loss for Q1 2026 was $82m against the previous quarter.
➤ Revenue fell by 20% to $62m.
➤ The company’s shares have crashed by nearly 90% since listing on Nasdaq.

$BTC Banks criticized the Senate's initiative on stablecoin yields in the CLARITY bill.
⊹ The largest banking associations in the US stated that the proposal for stablecoin rewards "falls short" and carries significant risks.
⊹ It concerns a mechanism where exchanges can pay users income for participating in their loyalty programs.

$ETH BlackRock urges the OCC not to impose a limit on tokenized reserves in the implementation rules of the GENIUS law.
The company believes that risk is determined by the quality of assets, maturity, and liquidity, not whether they are used on the blockchain.
The restriction could affect the BUIDL fund (~$2.6 billion), which provides over 90% of the reserves for #USDtb (Ethena) and #JupUSD (Jupiter).

$BTC Bank of America:
- A rate cut is only possible with cooling inflation and labor market.
- The conflict in the Middle East affects expectations for the Fed's monetary policy.
- The energy factor is becoming a key driver of inflation.
▪️Morgan Stanley:
- The threshold for rate cuts has risen.
- The Fed is prepared to maintain a tight monetary policy for longer.

$BTC Logan, Chair of the Federal Reserve:
- Supported a pause on the rate, but opposed the signal that the next move is more likely to be a cut.
- I do not believe that a rate cut is appropriate at this time.
- Inflation has remained above the target for a long period, and there are doubts about when it will return to 2%.
- The next move by the Fed could be either an increase or a decrease in the rate.

$BTC In Brazil, the use of cryptocurrency will be banned in regulated cross-border payments – document
The Brazilian central bank issued a new regulation that will come into effect on October 1, 2026.
The gist: eFX providers (official infrastructure for cross-border payments) will no longer be able to use Bitcoin, stablecoins, and other crypto assets for settlements with their foreign partners.

$ETH There are more short-sellers in the market now (liquidation map)
➤ During a sharp increase to ~$84,200, the liquidation volume of SHORT positions will exceed $5,700,000,000.
➤ During a sharp increase to ~$2510, the liquidation volume of SHORT positions will exceed $2,950,000,000.

$BTC Inflation remains high, partly due to rising energy prices.
✔The current monetary policy stance is considered sufficiently tight and aligns with the Fed's goals.
❗Rising energy prices will lead to a short-term increase in inflation.
❗This is my last press conference as Fed Chair.

$BTC The AI agent destroyed the company's entire database in 9 seconds.
At PocketOS, they entrusted the development of the AI agent Cursor's code based on Anthropic models. It was working in a test environment, encountered an access issue, and instead of asking a human, decided to "figure it out on its own."
Cursor found the cloud service API token in the project and sent a deletion request. In 9 seconds, the entire production database (customer data, bookings, payments, and all backups) was deleted.
When asked why it acted this way, the AI agent responded: "I broke all the rules. I made assum

$BTC Tether launches MDK – an open framework for BTC mining.
The company introduced the Mining Development Kit (MDK) – an open-source infrastructure that consolidates management of the entire mining stack into a single system.

$TRUMP Another attempt has been made on Donald Trump!
What is known:
➟ Trump, his wife, and the vice president were not injured.
➟ One security officer was wounded — his condition is considered satisfactory.
➟ The shooter has been detained. Initially, CNN reported his elimination, but the White House press pool, citing the Secret Service, refuted this information.