NB369

On May 14th, BlackRock's $2.2 billion BUIDL tokenization fund and Janus Henderson's $1.1 billion tokenized government bond fund can now achieve instant stablecoin redemptions through Grove's newly launched $1 billion Basin liquidity facility. When investors request a redemption, the system immediately pays with stablecoins, while traditional settlement continues in the background, solving the long-standing redemption delay issue in the tokenized government bond market. Partners for this instant stablecoin redemption feature include Securitize, Centrifuge, Anchorage, Galaxy, and FalconX.

May 11th, Bitmine Chairman Tom Lee stated in a shareholder letter, "Crypto Spring has begun," although current market sentiment remains pessimistic, cryptocurrency asset prices are continuing to strengthen, similar to the characteristics at the early stages of historical cycles.
Tom Lee believes that Ethereum is benefiting from two major long-term trends: firstly, Wall Street's ongoing push to bring real-world assets (RWA) and the financial system onto the blockchain; secondly, the rapidly growing demand for "public, neutral blockchains" from Agentic AI systems. He said that AI agents will nee

On May 6th, short-term holder (STH) on-chain metrics such as cost basis indicate that BTC price can still rise, with the next key target at $92,000. This rebound has pushed Bitcoin above its short-term holder cost basis—according to Glassnode data, this basis is currently at $79,000. The short-term holder cost basis refers to the average purchase price of investors holding Bitcoin for less than 155 days. Historically, breaking through this level has pushed the market into an extended recovery phase—encouraging investors to hold or even add to their positions to maximize returns. This shift oft

On May 5th, according to Farside monitoring, yesterday's net inflow into U.S. Bitcoin spot ETFs was $532 million, including:
BlackRock IBIT: +$335 million
Fidelity FBTC: +$184 million
Morgan Stanley MSBT: +$12.2 million
Yesterday, U.S. Ethereum spot ETFs had a net inflow of $61.3 million, including:
BlackRock ETHA: +$54.8 million
Fidelity FETH: +$6.5 million

On May 3, CryptoQuant research director Julio Moreno wrote in a report: “Perpetual futures contract demand is the only driving force behind Bitcoin’s price increase in April, while spot apparent demand continues to contract. This structure has historically appeared in bear markets and is often difficult to sustain during a rally.”
Moreno said that this divergence, with futures demand rising and spot demand shrinking, is one of the clearest signals on-chain, indicating that this uptrend is more speculative rather than structural growth. He pointed out that this means the price increase is mainl

On April 27, according to official news, Strategy increased its holdings by 3,273 BTC last week at an average price of approximately $77,906. The total value was about $255 million, and the BTC return since the beginning of 2026 has reached 9.6%.
As of April 26, 2026, Strategy holds a total of 818,334 BTC, with a total purchase cost of approximately $61.81 billion and an average purchase price of about $755.37 million.

April 23, according to Farside monitoring, yesterday the US Bitcoin spot ETF had a net inflow of $335.8 million, and the Ethereum ETF had a net inflow of $96.4 million.