1. "1011 Insider Whale" Agent: The market misreads Trump's "Liberty Plan," the real risk may have just begun;
2. Barclays: Expects the Federal Reserve to keep interest rates unchanged in 2026;
3. Binance Futures will list AMDUSDT, QCOMUSDT, and USARUSDT USD-Margined Perpetual Contracts;
4. US media interprets Trump's "Liberty Plan" as "guiding" rather than "escorting";
5. Arkham: Arthur Hayes' estimated net worth could be between $200 million and $350 million;
6. Tether has minted an additional 5 billion USDT on the Ethereum and Tron networks over the past 2 weeks;
7. Iran's Foreign Ministry: Has received a response from the US, negotiations are ongoing;
8. North Korea denies allegations of involvement in crypto theft, having been implicated in thefts of over $570 million this year;
9. MLM: Hyperliquid will vote to delist the TST perpetual contract; a whale is suspected of arbitraging the settlement mechanism;
10. Trump is reportedly tired of the "no deal, no war" stalemate with Iran.
Odaily reports that Cerebras Systems, an artificial intelligence chip manufacturer and data center operator, plans to raise up to $3.5 billion through an initial public offering to compete in this red-hot industry. According to a filing with the U.S. Securities and Exchange Commission, the Sunnyvale, California-based company is offering 28 million shares at a price between $115 and $125 per share. Cerebras had confidentially filed for its listing earlier this year, just months after withdrawing a previous registration statement. (Golden Ten)
Odaily, according to two informed sources, Iran has prepared for various scenarios in the Strait of Hormuz. "In addition to opening fire on US vessels, Iran has prepared other plans and will take action if necessary."
Senior Iranian officials stated that Iran fired warning shots at a US warship to prevent it from entering the Strait of Hormuz; it is currently unclear whether any damage was caused. (Jinshi)
Odaily reported that Hut 8 announced its subsidiary has entered into a $200 million, 364-day bitcoin-backed credit agreement with FalconX to replace the previous financing arrangement from Coinbase Credit. The new financing carries an annualized fixed interest rate of 7.0%, a reduction of 200 basis points from the previous 9.0% rate on the Coinbase facility. During the period from December 2023 to March 2025, this financing cost had reached as high as 10.5%–11.5%, meaning cumulative reductions of up to 450 basis points, demonstrating continued progress in optimizing debt costs.
Following this refinancing, approximately 3,300 BTC held by Hut 8 have been converted to an unencumbered state, valued at approximately $260 million based on market capitalization as of May 1, 2026. This significantly enhances the flexibility and liquidity capacity of its balance sheet. Additionally, the credit structure maintains key risk control provisions, including a limited recourse structure, a no-rehypothecation clause, and a fixed LTV threshold design to avoid triggering additional margin calls in the event of a decline in bitcoin prices.
Hut 8 management stated that this financing not only reduces capital costs but also releases more unencumbered bitcoin assets, helping to enhance capital allocation flexibility across different market cycles. FalconX emphasized that this transaction reflects its growing capability in providing institutional-grade bitcoin credit solutions. (PRNewswire)
Odaily reported that the U.S. Central Command announced that U.S. forces are supporting the "Freedom of Navigation" plan and implementing a maritime blockade on Iranian ports. Additionally, the U.S. Central Command denied that Iran had used a missile to attack a U.S. Navy vessel, claiming it is purely Iranian propaganda. "They made it up. It's not true."
A source stated that Tehran is prepared for any potential situation and will never allow the U.S. to bully Iran. Iran will not permit U.S. warships to pass through the Strait of Hormuz. (Jin Shi)
Odaily Odaily News: Galaxy Research Director Alex Thorn posted on X, stating that there is now a higher urgency to pass the CLARITY Act, partly due to the fiercely competitive race for control of the US Senate. If the Democrats regain control of the Senate, former Senator Sherrod Brown could once again chair the Senate Banking Committee; however, if he fails to win the Ohio Senate election but the Democrats still secure Senate control, the committee could be led by Elizabeth Warren. Elizabeth Warren is not friendly to the crypto industry. She has urged the U.S. Treasury to issue strict supporting rules for the GENIUS Act and clearly issued guidance prohibiting the use of federal resources, such as the Exchange Stabilization Fund or Federal Reserve emergency lending facilities, to bail out stablecoins and the crypto industry. These potential personnel changes could significantly impact the regulatory direction of the crypto industry, thereby increasing the practical urgency of advancing the CLARITY Act.
Odaily reports: According to on-chain analyst Ai Yi’s monitoring, “Set 10 Big Goals First” posted on Twitter that it opened a short position of 2,448.2 BTC (worth $195 million) at $79,903.19, currently holding an unrealized profit of $2.463 million.
According to Lookonchain monitoring, after making a profit of approximately $1.3 million trading $ASTEROID, a smart money address 0x2daa spent 53.6 ETH (approximately $127,000) today to buy 254,000 SATO at a price of $0.5, becoming the second-largest holder of SATO on the Ethereum network.
Odaily Odaily reports that Coinbase has disclosed the integration of the trading protocol DFlow as its primary transaction router for the Solana ecosystem, enabling users to execute native value exchanges for spot trading and prediction markets on Solana. Coinbase stated that after introducing DFlow, the transaction failure rate for its Solana products dropped from approximately 1/30 to roughly 1/250, an 8-fold reduction. Additionally, the solution has expanded liquidity coverage, making previously untradeable small and mid-cap tokens due to "no liquidity" now tradable, and has optimized user execution prices. (CoinDesk)
Odaily: Senior US officials deny that an American vessel was hit by an Iranian missile. (Jinshi)
According to Odaily, Morgan Stanley strategists stated that robust U.S. corporate earnings, particularly in the thriving technology sector, overshadow concerns that Middle East conflicts could pressure the stock market. A team led by Michael Wilson wrote in a report that over the past month, earnings expectations for the S&P 500 have been revised upward across multiple timeframes. Second-quarter earnings expectations increased by 2%, while full-year 2026 and forward 12-month earnings expectations were raised by 3% and 4%, respectively. (Jin Shi)
Odaily: According to Coinglass data, total liquidations across the entire network reached $75.91 million in the past hour, with long position liquidations accounting for $68.97 million and short position liquidations totaling $6.93 million. Additionally, BTC liquidations amounted to $26.94 million, while ETH liquidations reached $19.94 million.
According to Gate data, WTI crude oil stands above $108/barrel, up 5.73% on the day. Brent crude touched $112/barrel, up 4.14% on the day. Spot silver fell sharply by 4.00% on the day, now at $72.71/oz.
Odaily reports that QCP Capital stated in its analysis that after a solid performance in April, Bitcoin continued its strong momentum in early May, breaking through the $80,000 mark for the first time since January 31. Spot ETF inflows remain a significant positive factor, recording approximately $163 million in net inflows last week. Despite Strategy pausing its Bitcoin purchases this week, BTC still managed to rise, indicating that market momentum is no longer solely dependent on the "HODL narrative" and is instead gradually shifting towards broader capital support. The key going forward is whether BTC can effectively hold above the CME gap range of $82,000 to $83,000, which will serve as the core watershed for the continuation of the short-term uptrend.
Odaily reported that in response to a community user claiming that Binance Square "will ban your livestream if you stay idle for just 1 hour," He Yi posted a reply stating: "It's a livestream risk control strategy issue on Square. Previously, some accounts ran streams all day without audio or trading activity, so the system automatically scans for livestreams that show no movement." He Yi added that such issues will be resolved.
