Analyst: Tesla stock price does not reflect Optimus value

[Glassnode: BTC Rises to Below $82,000, Market Risk Appetite Rebounds] According to Glassnode's Week 20 BTC Market Report, BTC rose from above $77,000 last week to below $82,000, with increased spot demand and futures activity driving buying pressure during the pullback. Spot CVD, trading volume, futures open interest, and perpetual contract CVD all increased, reflecting a rebound in risk appetite. However, price momentum slowed, long funding rates declined, and bullish sentiment cooled marginally. In the options market, demand for downside protection decreased, open interest increased, and volatility spreads widened, indicating persistent uncertainty. On-chain metrics showed growth in daily active addresses, entity-adjusted transfer volume, and total fees, signaling improved profitability and a recovering market structure.

According to The Block, Ark Invest, a subsidiary of Cathie Wood, purchased approximately $5.5 million worth of Circle Internet Group shares on Monday through three ETFs: ARKK, ARKW, and ARKF, totaling 41904 shares. This is the first time since March 24th that we have increased our holdings in Circle. After the release of Circle's first quarter financial report, its stock price closed up 15.91% at $131.76. Currently, Circle holds the sixth largest position in ARKK (with a weight of 4.6%) and the second largest position in ARKF (with a weight of 6.66%).

Grayscale has submitted an application to convert its existing Zcash trust into a spot ETF, becoming the first privacy coin ETF seeking to be listed in the United States. Multicoin Capital has disclosed that it has established a position in ZEC since February, and co-founder Tushar Jain believes that wealth tax legislation will drive demand for privacy assets. About 30% of Zcash's supply is located in shielded address pools, but ETF custody requires the use of transparent address pools to meet audit requirements. The SEC will end its long-term review of Zcash in January 2026 without taking any enforcement action.

[Binance BTC's main player has posted a large order worth over 100 million US dollars, far exceeding recent levels] Monitor large orders in the market in real time and automatically generate report pushes. Open PRO members to view the full main data report

Whale Emb5os has purchased 73300 SOLs ($712 million) and 2.5 million JUPs ($620500). In the past three days, the address has purchased a total of 177900 SOLs ($169 million) and 10.32 million JUPs ($256 million). （Lookonchain）