News linked to both this project and an event.
CryptoQuant analyst Axel Adler pointed out in a weekly report analysis that the US 10-year Treasury yield has recently risen to approximately 4.7%, approaching the upper limit of the range over the past five years. The high-interest rate environment is tightening financial conditions, raising financing costs and asset discount rates, and increasing pressure on risk assets.
Bitwise released a report stating that while crypto asset prices fell by approximately 36% in the first half of 2026, crypto-related stocks rose by 23%. This performance trailed only emerging market stocks, outpacing all other major asset classes. Bitwise Head of Research Ryan Rasmussen noted that the 30 crypto-related publicly listed companies in the Bitwise Crypto Innovators 30 Index outperformed the U.S. stock market by a factor of two, driven by factors including AI computing demand benefiting mining companies, stablecoin issuers, and asset tokenization platforms.Furthermore, according to Token Terminal data, the top ten crypto applications generated cumulative revenue of $5.9 billion over the past 12 months. PancakeSwap, Hyperliquid, and Aave ranked in the top three, with cumulative revenues of $923 million, $912 million, and $877 million, respectively.During the same period, the scale of tokenized real-world assets reached $33 billion in the second quarter, an increase of 45% from the beginning of the year; open interest in prediction markets hit an all-time high of $1.8 billion, with quarterly trading volume reaching $43 billion. (The Block)
AI data center Crusoe Energy Systems is in talks for a new round of financing worth approximately $3 billion. Upon completion of this round, the company's valuation is expected to roughly triple from the previous round, reaching the $30 billion range.Founded in 2018, Crusoe initially started with crypto-related businesses before transitioning into an AI infrastructure and data center service provider. It is currently categorized as one of the "neocloud" firms, a new type of cloud computing company focused on providing computational power support for generative AI. The company has signed compute supply contracts with tech giants including Meta and Oracle. As demand for AI infrastructure construction surges, the scale of its compute business continues to expand.According to previously public information, Crusoe completed a funding round of approximately $1.38 billion last year, with a valuation exceeding $10 billion. If this new round is successfully completed, it would become another large-scale capital move in the AI infrastructure sector.Market sources estimate that the final valuation for this round could be around the $30 billion level, but the deal is still in progress and has not yet been finalized. (Reuters)
According to an announcement released on Metaplanet Inc.'s official X account, Japanese listed Bitcoin treasury company Metaplanet (Tokyo Stock Exchange code: 3350) announced the purchase of an additional 2,823 BTC, bringing the total cumulative Bitcoin holdings to 43,000 BTC.
cryptocurrency mining company Ionic Digital has released its mining and operational update report for May 2026, disclosing a mining output of 24.77 BTC, representing a 21.1% month-over-month increase. During the period, the company did not sell any Bitcoin and maintained a zero-debt status, with total holdings rising to 2,861 BTC. The company also disclosed current average daily hashrate of 1.74 EH/s, an increase of 15.3% compared to the previous month. (Globenewswire)
Robinhood’s stock price rose 11.29%, as the U.S. government-backed “Trump Accounts” children’s investment account program officially launched.
Eric Trump, Donald Trump’s second son, posted that American Bitcoin, a bitcoin mining company backed by the Trump family, has increased its bitcoin holdings by 200 BTC, bringing its total holdings to 7,500 BTC.
法国上市比特币财库公司 Capital B 宣布增持 192 枚 BTC，价值约 1300 万欧元（约 1520 万美元），买入均价约为 78948 美元。此次增持后，Capital B 的比特币总持仓量升至 3135 枚 BTC。此前，该公司曾宣布完成 1780 万美元融资，投资方包括 Blockstream CEO Adam Back 及巴黎资产管理公司 TOBAM。数据显示，Capital B 目前为欧洲第二大比特币财库公司，仅次于持有 3605 枚 BTC 的德国 Bitcoin Group SE。尽管公司持续推进比特币财库策略，其股价在公告发布后仍下跌约 2.4%。（Cointelegraph）
crypto research institution Delphi Digital has released its latest report, "How Far Can Saylor Stretch It," providing a systematic analysis of Strategy's Bitcoin (BTC) capital expansion mechanism. It indicates that the company's financing structure is transitioning from a phase of "low-cost accumulation" into one of "diminishing marginal efficiency."The report shows that within the current asset accumulation system centered on Bitcoin, STRC has become the core financing tool for Strategy's continued BTC purchases. Initially, the company relied on a significant premium in MSTR's stock price (with mNAV far exceeding BTC's net asset value) to create a positive cycle where "issuing shares meant increasing holdings." However, as valuations have receded to approximately 1.24 times the base mNAV of enterprise value, the BTC-per-share accretion effect from common stock issuance is approaching a break-even point.Meanwhile, while convertible bonds have played a crucial role historically, they have accumulated a principal of approximately $8.2 billion and face concentrated repayment pressure after September 2027, putting long-term strain on the sustainability of the financing structure.STRC provides Strategy with a continuous source of financing—used to maintain its BTC buying pace—by offering yield-seeking investors an approximately 11.5% annualized monthly dividend. However, this mechanism also introduces ongoing cash flow obligations, meaning that each round of financing simultaneously builds future dividend burdens while increasing BTC assets.The report emphasizes a key risk scenario: if BTC's price remains stagnant and MSTR's premium fails to recover, the "gains from STRC-financed coin purchases" could be progressively offset by "common stock dilution and dividend obligations." Although the company's approximately $2.25 billion cash reserve can cover its roughly $1 billion redemption pressure in 2027, its larger debt and dividend structure in 2028 remains unresolved.Furthermore, STRC's current authorized issuance limit of approximately $28.3 billion serves as a critical constraint. Once this limit is reached, the capacity for new BTC purchases may slow, yet existing dividend obligations will persist—thereby altering the overall dynamic growth trajectory of BTC per share.
: US Securities and Exchange Commission (SEC) Chairman Paul Atkins recently reiterated the push for "Project Crypto" and announced plans to jointly develop a digital asset classification framework with the Commodity Futures Trading Commission (CFTC). This framework will clarify when a token is deemed a security, while also introducing an "innovation exemption" to support the on-chain trading of tokenized securities.The market believes that the series of initiatives pushed by Paul Atkins represent one of the most aggressive shifts in crypto regulation in SEC history, marking a formal abandonment of the old “regulation by enforcement” model in favor of clear rule-making. This move could release a stronger entry signal for institutional capital that has been on the sidelines, potentially driving Bitcoin's price back above $80,000. Currently, Bitcoin is trading at approximately $77,586. The market is now focused on Atkins's further statements at the Bitcoin 2026 conference in late April. (Forbes)