The Morning Minute (5.1) 'Buy in May and Pray' edition ⏰Top News: -Crypto majors pump, BTC passes $96,000 -Ripple makes $4B-$5B offer to acquire Circle, gets rejected -Solana Policy Institute files with SEC to bring stock trading onchain -Worldcoin officially launches in the US, debuts new Orb Mini -Robinhood beats Q1 revenue estimates thanks to crypto biz 🌎 Macro Crypto and Memes -Crypto majors are very green this morning and bouncing hard off yesterday’s lows; BTC +1% at $96,100, ETH +2% at $1,850, XRP even at 2.23, SOL +3% at $152 -CRV(+11%), S (+9%) and HYPE (+8%) led alts -Robinhood beat Q1 revenue estimates thanks partially to its growing crypto business (HOOD +4% premarket) -Former Binance CEO CZ is assisting countries in establishing crypto strategic reserves, following the U.S. government's creation of its own Bitcoin reserve -Ripple made an offer to acquire USDC issuer Circle for $4-5B, which was declined -The Solana Policy Institute has filed with the SEC to enable equity securities trading on blockchains like Solana -Anthony Pompliano is leveraging his crypto clout to launch a $200M SPAC, aiming to bridge the gap between digital assets and Wall Street -Semler Scientific purchased an additional $15.7M in Bitcoin, bringing its total holdings to 3,467 BTC, valued over $327M -Metaplanet is establishing a Florida-based subsidiary, aiming to raise $250M to expand its BTC acquisitions -Visa introduced stablecoin card issuing products in Latin America, in partnership with Bridge, marking a significant move into crypto payments -Morgan Stanley is working on a plan to launch crypto trading on E*Trade sometime next year -Private credit has emerged as the leading asset class in tokenization, with approximately $12.9 billion on-chain, outpacing tokenized T-bills and commodities -Crypto users have suffered over $1.7B in losses due to hacks and fraud in 2025, exceeding the total losses recorded in 2024 in just 4 months In Memes -Memecoin leaders were slightly green; DOGE +2%, Shiba +1%, PEPE even, TRUMP +2%, BONK even & FARTCOIN +10% -gork was the massive new runner on Solana, seeing $139M volume and reaching a $40M market cap in its debut 💰 Token, Airdrop & Protocol Tracker -Y Combinator-Backed Axiom generated $10M in revenue, 2nd amongst Solana apps; the Axiom trading platform combines Solana memecoins with Hyperliquid perpetuals -Boop dot Fun shared new info, including stakers will get 5% of all new graduated tokens and 60% of fees from LPs; Payment incentives for token launchers, tiered by Kaito mindshare; Airdrop for memecoin power users & traders -Ubisoft introduced a Decentralized Verification Network to enable the migration of crypto game assets across blockchains, in collaboration with LayerZero -Infinex announced Infinex Connect as a new interface to manage apps from inside its Infinex Wallet 🤖 AI x Crypto -Overall market cap rebounded 7% to $9.4B, leaders were mostly green -FARTCOIN (+10%), VIRTUAL (+34%), ai16z (+10%), AIXBT (+20%), and FAI (-1%) -SERAPH (+63%), CONVO (+54%) and SEKOIA (+41%) led notable movers -Fartcoin led mindshare with an 18% share; Virtual & AIXBT are next -Sam Altman's Worldcoin project has officially launched in the U.S., introducing iris-scanning "World Orbs" in cities like Atlanta, Austin, Los Angeles, Miami, Nashville, and San Francisco, and offering new users 16 WLD tokens to scan 🚚 What is happening in NFTs? -ETH NFT leaders are slighty green; Punks +1% at 44 ETH, Pudgy +4% at 11.75, BAYC +1% at 13.69 ETH -Moriusa (+31%) was the notable mover -BTC NFT leaders were slightly red with Taproot Wizards -2% at 0.145 BTC, Bitcoin Puppets -7%, NodeMonkes -3%, OMB -3%, Quantum Cats -4% -Abstract NFTs were mixed, led by Big Pool (+50%) -FIFA's official digital collectibles will soon move to a new EVM-compatible blockchain, leaving Algorand -The Grant Yun SPACES auctions are officially live, with 20 1/1s all in 24 hour auctions ending today