by Michael
Key TakeawaysMubadala raised its IBIT stake 16% to 14.7 million shares ($566M) in Q1 2026, per SEC disclosures.The Abu Dhabi fund has added to its bitcoin ETF position every quarter since Q4 2024, starting at $436M.Combined Abu Dhabi sovereign holdings in Blackrock’s... 
by Michael
Key TakeawaysCLARITY faces several remaining hurdles after gaining Senate committee support in a 15-9 vote, Grayscale says.Lawmakers must combine it with another Senate crypto bill before resolving differences with the House version.Senate passage may require at least... 
by Michael
Key TakeawaysCanary Capital reported 212.6 million XRP in its latest ETF holdings update.Quarter-end assets rose in token terms, but valuation fell after XRP weakened.Further exposure depends on basket activity, custody arrangements, and XRP price moves. Canary XRP... 
by Michael
Key TakeawaysThe U.S. Treasury sold $125B in new debt May 11-13, with the 30-year bond clearing at 5.046%, the highest since 2007.Bid-to-cover ratios across all three auctions fell below 2.55, signaling weakening investor appetite for long-dated U.S. debt.Rising... 
by Michael
Key TakeawaysData shows the tokenized RWA market hit $34.5B in May 2026, up over 100% year-on-year.Blackrock, Ondo Finance, and Circle lead institutional RWA adoption as private credit surpasses treasuries.Standard Chartered projects the tokenized asset market to... 
by Michael
Key TakeawaysThe Senate Banking Committee advanced the CLARITY Act on May 14, 2026, marking a historic bipartisan step toward crypto regulation.A16z Crypto’s Miles Jennings says CLARITY builds on the GENIUS Act’s July 2025 stablecoin framework to unlock broader... 
by Michael
Key TakeawaysGrayscale filed a 2nd amended S-1 for its BNB ETF on May 16 with the SEC.Vaneck updated its own competing BNB ETF application the same day, the first simultaneous dual amendment of this nature.Bloomberg’s James Seyffart said Grayscale’s amendment suggests... 
by Michael
Key TakeawaysArkham tracked Bhutan’s BTC holdings falling from 13,000 BTC in Oct. 2024 to today’s reported 3,121 BTC.DHI CEO Ujjwal Deep Dahal said in 2026 he does not “recall” Bhutan selling BTC.Arkham told Coindesk its AI-labeled wallets tied to Bhutan remain... 
by Michael
Key TakeawaysA new wallet placed a 10x leveraged long on 20 million DOGE worth $2.25M on May 16, per Lookonchain.The $0.10284 liquidation price leaves under 10% margin from current dogecoin spot price near $0.1086.DOGE whale holdings hit record levels in May 2026,... 
by Michael
Key TakeawaysMulticoin Capital deposited all 286,057 AAVE tokens ($26.68M) into Coinbase Prime on May 16.The fund bought 338,005 AAVE at an average of $218 per token in late 2025, now down nearly 60% to $88.Coinbase Prime deposits by institutional funds historically... 
by Michael
Key TakeawaysTether added $68.2M as USDT held 58.67% of the $323.3B stablecoin market.Sky’s USDS jumped 11.5% to $8.79B, closing in on the $10B milestone.Western Union’s USDPT spiked 597,568%, though its market cap remains just $1.5M. Tether Commands 58.67% of... 
by Michael
Key TakeawaysAll ten bitcoin mining stocks tracked fell on May 15, 2026, with Bitdeer dropping the most at 9.59%.Every miner on the list outperformed bitcoin’s negative 11.1% YTD return, led by Hut 8 at 123.16%.IREN Limited’s 12.37% five-day slide signals short-term... Translate »
