RLUSD market value exceeds 2 billion US dollars

Bitwise CIO Matt Hougan stated that Bessent's actions regarding bond intervention and Iran sanctions have highlighted the value of Bitcoin as a neutral and scarce asset. （Cointelegraph）

According to Onchain Lens monitoring, a certain whale has once again extracted 27290 HYPEs worth 2.23 million US dollars from OKX. About two months ago, the whale extracted 47340 HYPEs worth 3.08 million US dollars from OKX, and has extracted a total of 748100 HYPEs worth 5.33 million US dollars.

Mizuho analyst Dan Dolev stated that the current rebound in the cryptocurrency market is not driven by high leverage, as open contracts on the cryptocurrency side have fallen to a one month low, and the funding structure is driven by spot and ETFs. Over the past week, the net inflow of spot Bitcoin ETFs reached approximately $1.9 billion, reaching a new high since October 2025. If the rebound continues, platform companies such as Robinhood, eToro, and BitGo will benefit from the revenue improvement brought by the rebound in trading volume. Mizuho believes that this round of rebound leverage foam is less, and crypto shares have a clearer performance transmission path.

Morgan Stanley has initiated a neutral assessment of Nvidia's credit coverage, stating that Nvidia's involvement in AI infrastructure financing platforms with a scale exceeding $500 billion will make credit exposure more complex. NVIDIA helps cloud providers and data center operators invest through residual value guarantees, revenue sharing, credit support, and cooperative financing. Morgan Stanley expects NVIDIA's broad credit exposure to approach $200 billion by the end of 2028. If the depreciation of AI computing power assets is faster than expected or customer cash flow is lower than expected, Nvidia's ecological financing arrangement will become a new valuation variable.

Vance has a win rate of over 20% in the predicted Kalshi 2028 US presidential election, and has held BTC for many years, urging the US Congress to pass the Clarity Act. （The Bitcoin Historian）