24H熱門幣種與要聞｜Strategy可能會在特定情況下出售比特幣；高盛調查預計荷姆茲海峽航運不順將持續到下半年（5月11日）
- 核心觀點：今日市場呈現結構性分化，SUI及部分Meme幣領漲二級市場，同時宏觀與地緣政治風險加劇，多位分析師指出比特幣反彈尚未確認牛市啟動，鏈上數據與金融條件仍偏緊。
- 關鍵要素：
- 二級市場分化明顯：SUI在CEX成交額Top10中領漲（+23.98%），NAVX（+38.79%）與LAYER（+28.11%）等小市值幣種漲幅更高。
- 宏觀環境承壓：高盛調查預計荷姆茲海峽航運不順持續至下半年，伊朗軍方威脅制裁國船隻通行困難，地緣風險推升能源與避險情緒。
- 分析指比特幣未入牛市：分析師Axel Adler Jr指出，BTC從12.5萬美元回落至6萬美元後的反彈為「修復行情」，多項鏈上指標未觸及歷史底部區間。
- 機構戰略定性清晰：Strategy CEO表示僅會在支付股息或稅務優化等特定情況下出售BTC，目前持倉81.83萬枚BTC（價值超660億美元）。
- Canton Network開發商Digital Asset擬融資3億美元（估值20億美元），由a16z領投，已處理超6萬億美元代幣化資產。
1. CEX Hot Tokens
CEX Top 10 by Trading Volume & 24h Change:
- BNB: +2.35%
- BTC: +1.92%
- ETH: +2.10%
- SUI: +23.98%
- SOL: +3.19%
- XRP: +3.60%
- DOGE: +2.47%
- PEPE: +4.24%
- ADA: +3.89%
- SEI: +7.52%
24-hour Gainers (Data source: OKX):
- NAVX: +38.79%
- LAYER: +28.11%
- SUI: +23.96%
- VELO: +16.17%
- ENS: +9.60%
- SNT: +9.09%
- QTUM: +8.55%
- SEI: +8.15%
- SONIC: +8.15%
- W: +8.02%
24-hour Crypto-equity Gainers (Data source: msx.com):
- SOXS.M: 11.94%
- VVPR.M: 11.23%
- ETHD.M: 10.64%
- ICG.M: 10.46%
- CONI.M: 8.54%
- ZSL.M: 8.47%
- MSTZ.M: 7.61%
- YANG.M: 7.42%
- NVDQ.M: 7.09%
- SBIT.M: 6.4%
2. Top 5 On-chain Meme Tokens (Data source: GMGN):
- MOMMATROLL
- 4
- TRETARD
- up
- SACKS
Headlines
Strategy CEO Phong Le stated that the company will only sell Bitcoin under specific circumstances, such as paying the 11.5% dividend on STRC preferred shares or for tax optimization arrangements, and only when such actions are value-accretive for common shareholders. As of now, Strategy holds 818,334 BTC, valued at over $66 billion. (Cointelegraph)
Goldman Sachs Survey: Investors Expect Strait of Hormuz Shipping Disruptions to Persist into H2
A Goldman Sachs survey indicates that investors broadly expect the shipping disruptions in the Strait of Hormuz to continue into the second half of the year, following sporadic conflicts between Iranian and US vessels near the strait. (Jin Shi)
Trump: Iran's Response is Completely Unacceptable
Trump posted on social media that he has read Iran's response, calling it "completely unacceptable."
Industry News
Qatari LNG Carrier Transits Strait of Hormuz for First Time in About 70 Days
Shipping tracking data shows that a Qatari LNG carrier successfully transited the Strait of Hormuz into the Gulf of Oman. This is the first Qatari LNG vessel to pass through the strait in approximately 70 days since US-Israel military actions against Iran. The vessel utilized a new shipping channel recently opened by Iran and stopped transmitting location signals for an extended period during the transit. (Xinhua)
An Iranian military spokesperson stated that countries imposing sanctions on Iran, following the US lead, will face difficulties when transiting the Strait of Hormuz. The spokesperson claimed that Iran's armed forces have "successfully controlled the battlefield" and can continue military operations, calling talk of an "Iranian blockade" mere propaganda. (Xinhua)
According to a FOX reporter, the CFTC and SEC are currently strengthening collaboration on the regulatory boundaries of prediction markets and have maintained a unified stance during investigations into unusual trades related to the Iran conflict. When prediction contracts may be legally classified as "securities," the SEC will also become deeply involved. Regulators may launch further enforcement actions against prediction markets in the future.
Intel Shares Surge to 15%, Hitting New All-Time High
Apple and Intel have reached a preliminary agreement for Intel to produce some chips for Apple devices. The Trump administration's conversion of nearly $9 billion in federal grants into Intel equity, holding a 10% stake last year, facilitated Apple's participation in negotiations. With Apple's involvement, Intel has now established cooperation with Apple, Tesla, and Nvidia. (Jin Shi)
Crypto analyst Axel Adler Jr stated that while Bitcoin has rebounded after falling from ~$125,000 to $60,000, the current trend remains a "post-decline repair" and has not yet confirmed entry into a new bull market. Several on-chain indicators have not entered historical bear market bottom ranges. On the macro front, Brent crude oil is near $100, US Treasury yields remain high, and Fed rate cut expectations have shifted towards 'higher for longer,' keeping overall financial conditions relatively tight.
Project News
Trump Media & Technology Group (TMTG) reported Q1 earnings with a net loss of $405.9 million and revenue of only $871,200. The widening loss was primarily due to unrealized losses on crypto assets. The company currently holds 9,542 BTC (~$767 million) and 756.1 million CRO, and holds covered call options involving 4,000 BTC to hedge against volatility.
The floor price of Bored Ape Yacht Club (BAYC) has risen from ~5 ETH to 10 ETH over the past month, and trading volume for the ecosystem token ApeCoin has also significantly increased. Yuga Labs' new CEO stated that blue-chip NFTs were previously "oversold," and the current price increase is a valuation correction, noting that the number of genuine NFT holders has not doubled simultaneously. (CoinDesk)
BSC Ecosystem Hot Meme Coins Rise; 'Binance Life' Market Cap Surpasses $460 Million
According to GMGN data, Meme coins on the BSC ecosystem are broadly rising: 'Binance Life' market cap is reported at $465 million (24h +22.78%); 'Wo Ta Ma Lai Le' market cap is reported at $11.7 million (+13.8%); '4' market cap is reported at $14.04 million (+13.01%). Odaily reminds users that Meme coin prices are highly volatile; participate with caution.
Funding & Investment
Canton Network Developer Seeks $300 Million Raise at ~$2 Billion Valuation
Digital Asset, the developer of Canton Network, is raising approximately $300 million at a valuation of around $2 billion, led by a16z crypto. Expected to close within the next few weeks, this would be the company's largest funding round to date. Canton Network has attracted participants including Visa, Goldman Sachs, and DTCC, focusing on a privacy-configurable public chain for institutions. It has handled or issued over $6 trillion in tokenized assets.
Balcony Completes $12.7 Million Seed Round Led by Blockchange Ventures
Balcony, an RWA infrastructure built on the Avalanche blockchain, completed a $12.7 million seed funding round led by Blockchange Ventures. The new capital will be used to deploy its platform for on-chain real estate transactions and asset settlement services in the US market, consolidating fragmented property records into a tamper-proof digital registry.
Multi Investment Raises CHF 480 Million, to Increase Focus on Blockchain and Web3 Investments
Swiss investment firm Multi Investment raised CHF 480 million (~$616 million), bringing its assets under management to over CHF 3 billion. The firm will focus on high-growth areas such as fintech, deep tech, blockchain, and Web3, planning to increase investment in these fields by Q3 2026.
Enterprise-native AI Platform Pit Secures $16 Million Led by a16z
Enterprise-native AI platform Pit has secured $16 million in funding led by a16z, with participation from Lakestar and executives from companies like OpenAI, Anthropic, Google, Deel, and Revolut. Pit positions itself as an "AI product team as a service," aiming to replace traditional spreadsheets and rigid SaaS systems.
Voices
CZ: Faced Lobbying Opposition from US Competitors During Clemency Request
CZ revealed on the Crypto Banter podcast that he faced strong lobbying opposition from some US crypto CEX competitors during his clemency request process, stating "other US crypto CEXs didn't want me to get clemency." He said these competitors lobbied and applied pressure during relevant US procedures.
Fed's Goolsbee: Fed Should Always Consider All Options
Fed's Goolsbee stated the Fed should always consider all options. Inflation is underperforming with an unfavorable trend, and service sector inflation is the most concerning; inflationary pressures are not solely from energy. He also noted there is currently no substantial evidence of a deteriorating job market, with the employment report appearing "quite stable." (Jin Shi)
