Crypto News
Today (05/02/2026)
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The new text of the US Clarity Act allows crypto companies to offer stablecoin rewards while protecting bank deposit interest operations
ChainCatcher news, the compromise text reached by members of the U.S. Senate Banking Committee on the "Clarity Act" was released on Friday, which allows crypto companies to continue to pursue stablecoin reward programs, but prohibits them from providing stablecoin benefits equivalent to bank deposit functions or the economy.
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Canadian pension giant AIMCo bought the bottom of Strategy, with a floating profit of about $69 million
According to ChainCatcher news, Canadian asset management institution Alberta Investment Management Corporation (AIMCo) disclosed that it purchased about 1.38 million shares of Strategy (MSTR) in the first quarter, with an investment of about $172 million. Based on the current stock price of about $175, the market capitalization of the position has risen to about $241 million, with a floating profit of about $69 million. The average cost of opening a position in AIMCo is about $125 per share. AIMCo held shares in the company from 2019 to 2020 and liquidated it shortly after it shifted to a Bitcoin reserve strategy.
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Trump said the United States would not leave the Strait of Hormuz at this time
U.S. President Donald Trump said the U.S. "will not leave" the Strait of Hormuz at present, and he defended the U.S. blockade and called it "powerful." Trump said the blockade was working and claimed that energy prices would drop significantly once the war ended. "After this war, the price of oil, gas and everything will plummet," he said. He also praised the U.S. stock market for hitting record highs, saying that projects during his administration were completed "on time" and "on budget."
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US media: Iran relaxes conditions for resuming peace talks with the United States
Iran has submitted a new proposal to Washington aimed at ending the war, which shows signs of compromise and intends to restart negotiations to resolve the impasse that is costing its economy dearly. According to people familiar with the matter, Iran's new proposal is one step closer to the United States: it proposes to discuss Tehran's conditions for opening the Strait of Hormuz at the same time as the United States' commitment to stop attacks and lift the blockade of Iranian ports. Previously, Iran had asked the United States to lift the embargo as a precondition for opening negotiations and asked the United States to agree on terms to end the war before discussing the future management of the strait and its nuclear program. People familiar with the matter also said that the new proposal was subsequently proposed to discuss issues related to the Iranian nuclear issue in exchange for sanctions relief from the United States. Iran has told the mediator that Iran is ready to travel to Pakistan for talks early next week if Washington is open to the new proposal. (Wall Street Journal)
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JPMorgan: The growth of stablecoin use may not lead to simultaneous market capitalization expansion
According to JPMorgan's analysis, despite the rapid growth of stablecoin trading volume, the total market size may not expand simultaneously, and the key reason is the increase in "velocity".
According to the report, as the application of stablecoins in payment scenarios increases, the same unit of funds is used more frequently, thereby improving overall efficiency and limiting the demand for new stablecoin supply.
The bank maintains a relatively cautious expectation, projecting a total stablecoin market capitalization of around $500 billion to $600 billion by 2028, believing that the market's expectations for a "trillion dollar scale" are too optimistic.
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The cumulative trading volume between Polymarket and Kalshi exceeded $150 billion
Odaily Planet Daily News The cumulative trading volume between prediction market platforms Polymarket and Kalshi exceeded $150 billion in April, but the previous seven-month monthly growth record came to an end.
According to the data, the number of active trading users on Polymarket dropped from 733,000 in March to about 643,000, driving the overall market trading volume to decline. However, its U.S. business is still growing, and Kalshi's performance has remained up.
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Paradigm researchers propose timestamped escape mechanisms to protect early Bitcoin from quantum computing threats
According to ChainCatcher news, Paradigm researcher Dan Robinson has proposed a new scheme called PACT (Verifiable Address Control Timestamp), which aims to protect long-dormant Bitcoin, including Satoshi Nakamoto's early addresses, from future quantum computing attacks.
This mechanism allows users to prove their control over their addresses through timestamps without transferring assets or exposing on-chain behavior. In the event of a future quantum attack, assets can be restored in the quantum-resistant version of the Bitcoin network based on this proof. Compared to forced migration schemes (such as BIP-361), PACT avoids the privacy exposure caused by active asset transfers, providing long-term coin holders with a more flexible front-end protection path.
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The Ethereum Foundation sold approximately $47 million in ETH to Bitmine in a week
According to ChainCatcher news, the Ethereum Foundation once again sold 10,000 ETH (approximately US$23 million) to Bitmine, overlapping the same size transaction a week ago, bringing the total sale amount to approximately US$47 million. The foundation said that the relevant funds will be used for core operations, including protocol research and development, ecological construction and community funding.
According to the data, Bitmine has continued to increase its staking after completing the acquisition, and currently has pledged approximately 4,190,000 ETH (approximately $9.5 billion), accounting for approximately 83% of its total holdings.
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The Dow Jones closed down 152.87 points, while the S&P 500 and Nasdaq rose
ChainCatcher news, according to Gate market data, the Dow Jones index closed down 152.87 points, or 0.31%, at 49,499.27 points on May 1 (Friday); The S&P 500 closed up 21.11 points, or 0.29%, at 7,230.12; The Nasdaq Composite closed up 222.13 points, or 0.89%, at 25,114.44.
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The S&P 500 index rose for the sixth consecutive week, setting a record for the longest winning streak in 2024
ChainCatcher news, according to Gate market data, the S&P 500 index rose 0.9%, the Dow Jones index rose 0.5%, and the Nasdaq index rose 1.1% this week. The S&P 500 and Nasdaq rose for the sixth consecutive week, marking their longest winning streak since October 2024.
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The latest US poll: More than 60% of the people believe that the use of force against Iran is a "wrong decision"
According to TechFlow news, local time on May 1, a joint poll by the Washington Post, ABC and Ipsos showed that 61% of Americans believe that the United States is a "wrong decision" to use military force against Iran. In addition, on the economic front, about 23% of US respondents said that the financial situation is "increasingly tight", up from 17% in February. High oil prices have had a clear impact on American life: 44% of respondents reduced driving, 42% cut household spending, and 34% adjusted their travel plans. About half of respondents expect oil prices to rise further in the coming year, with only 21% believing it will fall. (CCTV)
05/01/2026
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Data: The top 100 crypto tokens by market cap today are up and down
According to CoinMarketCap data, the top 100 tokens by market capitalization of cryptocurrencies perform as follows:
Top 5 gainers: Humanity Protocol (H) rose 10.46% and is currently priced at $0.1928; siren (SIREN) rose 9.27% to $0.7282; Monad (MON) rose 8.85% and is now trading at $0.02981; Bittensor (TAO) rose 7.45% to $268.09; Venice Token (VVV) is up 7.43% and is now trading at $9.14.
Top 5 Losers: DeXe (DEXE) fell 7.69% and is currently trading at $10.73; MemeCore(M) fell 7.52% to $3.03; World Liberty Financial (WLFI) fell 6.7% to $0.05568; Terra Classic (LUNC) fell 4.7% to $0.00007051; JUST (JST) fell 4.25% and is now trading at $0.08312.
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a16z Crypto executives: The term stablecoin may gradually become obsolete
According to ChainCatcher news, Robert Hackett, head of the a16z Crypto special project, wrote that the term "stablecoin" is gradually losing its adaptability to the times.
However, with the evolution of technology, stability has become the foundation and evolved into global financial infrastructure, and the focus of the crypto industry has shifted from "whether it is stable" to "what else can be built", and stability has become the basic threshold rather than innovation itself. Therefore, the name "stablecoin" is more like a patch to an old problem than a definition of the new financial system, and the concept of stablecoins may eventually be diluted to broader expressions such as "digital dollars" and "on-chain assets" in the future, or even fully integrated into the underlying financial system, just as "electric lighting" replaces the concept of "electric lighting".
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WisdomTree's crypto ETP net inflow in the first quarter was $137 million, and AUM increased by more than 30% year-on-year
According to ChainCatcher news, asset management company WisdomTree disclosed that its crypto exchange-traded products (ETPs) recorded a net inflow of $137 million, a significant improvement from the $89 million net outflow in the same period in 2025. As of the end of the first quarter, WisdomTree's overall asset management (AUM) rose to $152.6 billion, a year-on-year increase of more than 30%, with strong inflows into products in the US and European markets as the main driver.
Its crypto ETP AUM grew to approximately $1.8 billion in the first three months, a year-over-year increase of 15%. However, crypto ETP AUM, which started the period with about $2.2 billion, shrank by about $596 million during the quarter due to falling digital asset prices. WisdomTree also stated that it has launched new crypto ETP products tracking Bitcoin, Ethereum, XRP and Solana this quarter, and continues to promote the tokenization layout of real-world assets (RWA), which have been deployed on Ethereum and Arbitrum, Avalanche, Base, Optimism and other chains, as well as the Stellar network.
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The dollar weakens, Brent crude plunges 4%
ChainCatcher news, according to Gate market data, the US dollar index DXY continued its decline, with the latest decline of 0.35%. Brent crude oil fell 4% on the day and is now trading at $105.69 per barrel. Spot silver surged 4% on the day and is now trading at $76.67 per ounce.


