Arthur Hayes: Liquidity, not regulatory benefits, is the core factor driving Bitcoin's rise
Odaily Planet Daily News Arthur Hayes said at the Consensus 2026 conference that the crypto industry does not rely on regulation to promote development, and the core factors affecting the price of Bitcoin are only technical reliability and fiat currency liquidity, of which the latter is the real driving force.
It pointed out that from quantitative easing during the Obama era, fiscal stimulus during Trump's first term, to the release of reverse repo liquidity by replacing long-term bonds with short-term bonds during the Biden era, each round of monetary expansion is highly correlated with the rise of Bitcoin. Arthur Hayes believes that despite the Trump administration's push for several crypto regulatory bills, Bitcoin has still fallen by about 25% in the past 18 months, indicating that favorable regulations do not directly drive prices up.
At the same time, it said that the Trump family's previous experiences of debanking, asset freezes and lawsuits may make them better understand the value of Bitcoin as an asset free from state control. Arthur Hayes said that if Bitcoin eventually evolves into an ordinary financial product on a bank's balance sheet, it will lose its original meaning.
According to the analysis, Binance Bitcoin inflow CDD data hit its highest level since early 2023, and long-term dormant addresses are taking profits
According to ChainCatcher news, Cryptoonchain posted on social media that Bitcoin inflows into CDD (Coin Day Burn Count) on the Binance trading platform hit the highest level since the beginning of 2023. Bitcoin, which had been dormant for a long time, began to move, indicating that long-term holders and whales were taking profits in the $78,000–$80,000 range.
The surge in Coinday burns means that earlier Bitcoin is flowing into trading platforms, i.e., seller pressure is rising. Historically, this behavior has often signaled short-term volatility or the arrival of local tops. The peak of inflows in April has already shown early distribution signals across the market, and if buying demand fails to absorb this supply, Bitcoin could face a strong supply resistance wall.
A new wallet spent $81,400 to buy SATO tokens, making a floating profit of $443,000
ChainCatcher news, according to Lookonchain monitoring, someone created a new wallet runecrypto.eth and spent 34.7 ETH to buy 375,046 sato, which has made a floating profit of $443,000.
Trump posted a "war duration map" and said that the "Iran operation" only took 6 weeks
Odaily Planet Daily News US President Trump recently released a photo on social platforms, with the text: "Study this picture carefully". The picture lists the duration of several previous U.S. wars: 543 weeks in Afghanistan, 457 weeks in Iraq, 439 weeks in Vietnam, 209 weeks in the American Civil War, 196 weeks in World War II, 139 weeks in the War of 1812, and 6 weeks in Operation Iran. (East News Agency)
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ChainCatcher and 1 source
Anthropic CEO: Revenue and usage surged 80x in the first quarter, exceeding company expectations
According to ChainCatcher news, Anthropic CEO Dario Amodei said at the Code With Claude developer conference in San Francisco on Wednesday that the company's revenue and customer AI usage increased 80 times in the first quarter, which the company did not expect. He said the company originally planned to grow 10 times year-on-year, but the actual growth rate far exceeded expectations, resulting in a tight supply of computing power.
Anthropic's annualized revenue increased from nearly $1 billion at the end of 2024 to $9 billion at the end of the year and jumped to $30 billion by early April this year. Strong demand from Claude Code and work agents allowed it to meet its full-year forecast almost ahead of schedule last month. To alleviate the pressure on computing power, Anthropic has signed a total of 10 GW of computing power supply contracts with Amazon and Google in the past month, and announced on Thursday that it will use the full computing power of xAI's first data center in Memphis, Colossus 1, in the next month. Amodei said the company will continue to acquire as much computing power as possible.
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ChainCatcher and 1 source
The Gnosis DAO redemption proposal vote was fiercely saw-sawed, and the whale voted to reverse the co-founder's position
According to ChainCatcher news, Gnosis DAO is conducting a Snapshot vote proposing to allow GNO holders to acquire a proportional share of the DAO treasury through a voluntary redemption mechanism. According to analyst Ignas data, the treasury holds about $223 million in assets (including ETH, stablecoins and ecological tokens), and about 1.3 million GNO are eligible for redemption, each corresponding to about $170 treasury value, while GNO is currently trading at about $132, a discount of about 27%.
The vote reversed twice within 24 hours: the tide reversed after Gnosis co-founder Stefan George voted against it, followed by a vote in favor of a whale wallet holding 67,000 GNO, putting the supporters back in the lead. With approximately 116,000 GNOs currently in favor (approximately 65%), 59,600 against, and 1,600 abstentions, the 75,000 quorum threshold has been crossed, with voting continuing until May 12.
Proponents argue that Gnosis Ltd. has become a financial black hole structurally misaligned with holders' interests, while opponents warn that redemptions will weaken projects with real users, such as Gnosis Pay, Circles, and Gnosis Chain, and could trigger a knock-on effect on other DAOs that trade below net asset value.
Project Eleven warns of a possible "instantaneous explosion" of quantum tipping points, expected to arrive as early as 2030
ChainCatcher news, according to The Block, crypto-resistant quantum-resistant computing solution Project Eleven issued a report warning that the tipping point for quantum computers to crack modern encryption "Q-Day" may come as early as 2030, and the probability of occurring by 2033 is more than 50%. The report predicts that quantum computing progress will be sudden rather than linear, and that the superposition effect of hardware and algorithms may lead to a jump in capabilities that "either do nothing or explode instantaneously".
Last month, researchers used quantum hardware to derive a 15-bit elliptic curve key, which is still a long way from cracking the 256-bit encryption used in Bitcoin, but constitutes preliminary verification. Project Eleven estimates that approximately 6.9 million Bitcoins may be exposed to quantum risks under certain conditions.
Gemini and Claude user growth was solid in April, while ChatGPT's growth rate continued to slow
According to ChainCatcher news, the latest report released by Bank of America (BofA) pointed out that Gemini and Claude user growth was solid in April, while ChatGPT's growth rate continued to slow. In terms of U.S. web page visits, Google increased 2% year-on-year to 546 million, ChatGPT increased 30% year-on-year to 34 million (equivalent to 6% of Google), Bing fell 6% year-on-year to 44 million, and Claude increased 715% year-on-year to 7.1 million. On a month-on-month basis, Google grew by 1%, ChatGPT by 1%, Claude by 28%, and Gemini by 8%. ”
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ChainCatcher and 2 sources
HyperLabs deposited a total of 400,000 HYPE to CEXs in the past 11 hours, equivalent to approximately US$17.34 million
ChainCatcher news, according to Lookonchain monitoring, HyperLabs deposited 400,000 HYPE (US$17.34 million) to Bybit and OKX in the past 11 hours
Previously, HyperLabs unstaked 421,879 HYPE ($18.08 million) 2 days ago.
Blockaid: TrustedVolumes is under attack and has now lost $5.87 million
ChainCatcher news, according to Blockaid monitoring, its vulnerability detection system found that 1inch market maker/resolver TrustedVolumes is under attack, involving the Ethereum network. The victim contract is the TrustedVolumes resolver, which has withdrawn approximately $5.87 million so far, including 1,291.16 WETH, 206,282 USDT, 16.939 WBTC, and 1,268,771 USDC.
Blockaid stated that the attacker was the same operator as the 1inch Fusion V1 attack in March 2025, but this vulnerability is different and is located in a custom RFQ transaction proxy contract controlled by TrustedVolumes. More details will be announced soon.
Trump: Stocks hit record highs, jobs and 401-K plans are booming
According to ChainCatcher news, according to Golden Ten, US President Trump said that the stock market hit a record high today, with employment and 401-K plans booming.
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ChainCatcher and 2 sources
Eric Trump: Traditional financial institutions are re-examining Bitcoin
ChainCatcher news, Eric Trump, son of U.S. President Trump and co-founder of American Bitcoin, said at the Consensus conference that traditional financial institutions' attitudes towards Bitcoin are changing. He cited JPMorgan Chase as an example, saying that the agency, which was still "belittling" Bitcoin 18 months ago, now allows customers to use Bitcoin holdings as collateral to apply for home loans.
Eric Trump also mentioned that traditional financial institutions such as Merrill Lynch and Charles Schwab have also begun to embrace Bitcoin. He said that these institutions have realized that they cannot continue to fight industry trends and have begun to turn to supporting the Bitcoin ecosystem. At the same time, it revealed that American Bitcoin is currently aiming to become the lowest cost Bitcoin acquirer in the industry.
Kevin O'Leary: Without clear crypto regulation, the tokenization boom on Wall Street is just empty talk
ChainCatcher news, according to CoinDesk, well-known investor Kevin O'Leary said at the Consensus conference that before the U.S. Congress passed a clear digital asset regulation bill, the tokenization boom on Wall Street was basically just hype, and Bitcoin and tokenized assets were still too risky for large institutional investors to invest. He pointed out that once the United States establishes a formal legal framework, everything will change.
O'Leary cited stablecoins as an example, saying that stablecoins were adopted "almost immediately" after the GENIUS Act was passed, reducing cross-border payments from three days to minutes, significantly reducing costs and providing compliance and transparency. O'Leary believes that institutional investors' attention has become highly focused on Bitcoin and Ethereum, with 97% of the market's value coming from these two assets, and many small-cap tokens have been "phased out."
He said the real long-term value lies in blockchain infrastructure, enterprise-grade applications, and the energy and data centers that underpin digital assets. He said electricity is more valuable than Bitcoin, and the biggest opportunity is to find a blockchain platform standard that large enterprises will adopt for applications such as logistics, contract management or inventory systems.
Bridge Executive: The dominance of Tether and Circle is bad for stablecoins in general
ChainCatcher news, according to market sources, Ben O'Neill, head of capital flows at Bridge, said at the Consensus conference that Tether and Circle's dominance in the stablecoin market is generally detrimental to the growth of the entire industry. He pointed out that the design choices of the two major publishers have their advantages and disadvantages, but they are not suitable for all use cases.
Tether builds a dollar shadow economy independent of the U.S. financial system; Circle's USDC, on the other hand, takes the route of being regulated by the United States and is deeply involved in DeFi. O'Neill analyzed the shortcomings of both from the perspective of large payment companies: Tether's 10 basis point redemption fee is too expensive for payment companies, while Circle's continuous increase in burn fees is also a net negative for companies like Visa that want to settle trillions of dollars in cards.
He believes that more stablecoins will need to be built and optimized for specific use cases in the coming years, and that the role of clearing houses will rise to make exchanges between stablecoins as efficient as possible. He warned that more competition is needed, otherwise Tether and Circle will only continue to raise fees and not share revenue, making stablecoins less and less like money.
Four wallets suspected of being associated with Paradigm deposited 11,600 ETH, or approximately $27.29 million, to FalconX
ChainCatcher news, according to Lookonchain monitoring, four wallets that may be associated with Paradigm Capital deposited 11,615 ETH (US$27.29 million) to FalconX 3 hours ago
Nasdaq President: The SEC's new crypto stance allows the market to "rebuild"
ChainCatcher news, according to CoinDesk, Nasdaq President Tal Cohen said at the Consensus conference that the US SEC's attitude towards crypto regulation is changing, from "gray zones are no-fly zones" in the past to "now you can build in gray zones, gain scale, and conduct experiments without fear of being hit."
He believes that a friendlier, more constructive, and proactive SEC is giving market operators back the freedom to build blockchain infrastructure and tokenize assets. Cohen said Nasdaq is investing in "always-on" market infrastructure, tokenization, and artificial intelligence, driving the integration of traditional finance and digital asset systems.
He pointed out that interoperability between traditional and digital platforms is still the biggest obstacle in the industry, and customers do not want two separate infrastructures to operate in parallel. Nasdaq is testing an AI-powered matching engine simulation system for stress scenario modeling and supporting longer trading times. Cohen believes that the essence of tokenization is to make assets "move" and give issuers a better understanding of shareholders.
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ChainCatcher and 2 sources
Grant Cardone: Bitcoin and real estate strategy can outperform REITs, has increased its Bitcoin holdings to the treasury
ChainCatcher news, according to CoinDesk, real estate investor Grant Cardone said at the Consensus conference that his company simultaneously increased its Bitcoin to the company's treasury by $100 million in a $235 million real estate acquisition.
Cardone said that the latest allocation is an addition to an earlier Bitcoin purchase in 2025. At the time, Cardone Capital included 1,000 Bitcoins in its balance sheet, and the position was valued at just over $100 million at the time, bringing the company's total Bitcoin exposure to about $200 million. He believes this combination strategy of holding income-based real estate plus Bitcoin will outperform real estate investment trusts (REITs).
Cardone said that traditional REITs are structurally never able to include Bitcoin in their balance sheets, and his strategy is to achieve returns of 22% to 32% with stable real estate cash flow combined with Bitcoin's upside. He said that 80% of the company's fund's investors had never held Bitcoin before, a strategy aimed at introducing crypto newcomers to the asset.
A new wallet shorted 240,000 SOL with 20x leverage, with a liquidation price of $90.85
According to ChainCatcher news, according to Lookonchain monitoring, the new wallet 0x128e opened a short position of 240,000 SOL ($21.36 million) with 20x leverage, with a liquidation price of $90.85.
The U.S. SEC indicted 21 people for allegedly cross-border insider trading, involving a decade
ChainCatcher news, the U.S. Securities and Exchange Commission (SEC) announced that it has filed a lawsuit against 21 individuals, accusing them of participating in a cross-border insider trading scheme that lasted nearly a decade, allegedly using undisclosed material information leaked by multiple international law firms to illegally profit millions of dollars.
The SEC noted that Los Angeles-based M&A lawyer Nicolo Nourafchan organized and operated the insider trading network with his partner Robert Yadgarov. Nourafchan is accused of stealing material nonpublic information from his law firm's clients involving more than a dozen M&A transactions and leaking secrets to other participants, who then profited from the transactions and returned some of the proceeds. The SEC also said the two also recruited another corporate lawyer to continue to obtain more insider information about mergers and acquisitions and conduct dissemination deals. The SEC said the enforcement action reflects its determination to "crack down on large-scale insider trading networks and hold the entire chain of leaks accountable." At the same time, the U.S. Attorney's Office for the District of Massachusetts has filed criminal charges against all those involved. Regulators from multiple countries, including the FBI, the FCA in the UK, and FINMA in Switzerland, also participated in assisting in the investigation.
