亚马逊发布AI芯片Trainium 3，加密矿企转型参与“GPU淘金潮”

地缘谈判与鸽派数据预期交织：本周加密市场结构性观察

美伊和谈释放积极信号但战争准备同步推进，霍尔木兹海峡控制权面临转折；美国就业数据或强化鸽派预期，BTC 时隔三月重回 80,000 美元上方。

Exodus Movement Holds $46.7M in BTC and ETH, $74.4M Cash as of Q1 2026

According to PANews, Exodus Movement (NYSE American: EXOD) released its Q1 2026 preliminary earnings on May 4, reporting revenue of approximately $22.7 million, down 36.9% year-over-year. The self-custody crypto platform holds $46.7 million in digital assets, comprising 628 Bitcoin ($42.8 million) a

Deribit Trader Buys 800 BTC Bull Call Spread at $80K and $85K Strikes

According to Deribit APAC business head Lin Chen, a derivatives trader purchased 800 BTC bull call spread options on May 4, buying $80,000 call options while selling $85,000 call options, signaling a bullish outlook on Bitcoin's near-term price

Morgan Stanley Bitcoin ETP Launch; Adoption Timeline Uncertain

Morgan Stanley launched the first bank-issued Bitcoin exchange-traded product (ETP), but the firm's advisors and regulators still face significant hurdles before Bitcoin appears on U.S. bank balance sheets at scale, according to Amy Oldenburg. Morgan Stanley's Bitcoin ETP Initiative Morgan Stanle

Trump's Project Freedom Drives Bitcoin Rise on Oil Decline Expectations

Park Sang-hyuk, editor of Digital Asset publication, explained that Bitcoin prices rose following U.S. President Donald Trump's announcement of 'Project Freedom' due to market expectations of declining oil prices, according to his appearance on SamproTV on the 4th. Project Freedom Background Proj