According to CoinDesk, the valuation of the U.S. stock market was close to the level of the Internet foam, and the Shiller CAPE rose to 42.18, only lower than 44.19 at the peak of the foam in 1999. Historical data shows that the S&P 500 index has fallen by about 50% since its peak in 1999. Analysis indicates that the AI boom is driving up technology stocks, and valuation risks in the US stock market are accumulating.
The price of Bitcoin remains above $80000, despite higher than expected outflows of ETF funds and CPI data. Bitcoin options data reveals market positions, volatility expectations, and sentiment conditions. (glassnode)
According to SEC documents, as of March 31, 2026, Avenir Group held 18276100 shares of BlackRock's IBIT Bitcoin spot ETF, with a market value of approximately $702 million, a slight decrease of approximately 0.061% from the fourth quarter of 2025. Since the second quarter of 2024, Avenir Group has been the largest Bitcoin ETF institutional holder in Asia for eight consecutive quarters.
According to the news on May 15th, the top three indexes in the US stock market fell, with the Nasdaq falling 1.24%, the Dow Jones Industrial Average falling 0.44%, and the S&P 500 falling 0.78%. Most of the seven major technology stocks fell, with Apple falling 0.66%, Microsoft rising 0.7%, Alphabet falling 1.57%, Amazon falling 1.36%, Nvidia falling 2.08%, Tesla falling 1.72%, and Meta falling 1.35%.
US President Trump has stated that he accepts Iran's 20-year suspension of its nuclear program, but only if a "genuine" commitment is made. (Golden Ten)