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On May 3, Memento Research data revealed that the monthly spending on cryptocurrency debit cards has reached $600 million, growing over 6 times in the past year. The report states that the cumulative transaction volume completed on-chain via crypto cards has reached $7.2 billion, involving approximately 24 million transactions and 1.36 million wallet addresses. Among these transactions, about 62.5% were completed using USDT; approximately $348 million in transactions occurred on the Solana network. Additionally, Jupiter's crypto card business under Jupiter Global has seen a month-on-month growth of over 660%, with some cashback rates reaching 4%-10%. The report also noted that around 90% of crypto card payments are ultimately settled through Visa. Memento Research indicates that stablecoins are gradually becoming the underlying settlement infrastructure for the global consumer payment system.

[Institution: Monthly Spending on Crypto Cards Rises to $600 Million, Over 6-fold Year-on-Year Increase]On May 3, Memento Research data revealed that the monthly spending on cryptocurrency debit cards has reached $600 million, growing over 6 times in the past year. The report states that the cumulative transaction volume completed on-chain via crypto cards has reached $7.2 billion, involving approximately 24 million transactions and 1.36 million wallet addresses. Among these transactions, about 62.5% were completed using USDT; approximately $348 million in transactions occurred on the Solana network. Additionally, Jupiter's crypto card business under Jupiter Global has seen a month-on-month growth of over 660%, with some cashback rates reaching 4%-10%. The report also noted that around 90% of crypto card payments are ultimately settled through Visa. Memento Research indicates that stablecoins are gradually becoming the underlying settlement infrastructure for the global consumer payment system.

Institution: Monthly Spending on Crypto Cards Rises to $600 Million, Over 6-fold Year-on-Year Increase

On May 3, Xinhua News Agency reported that a super tanker belonging to the National Iranian Tanker Company has broken through the surveillance blockade of the 'foreign naval fleet'. The tanker is carrying over 1.9 million barrels of crude oil. The report indicates that this demonstrates Iran's strategies in managing energy supply chains and evading U.S. Navy monitoring, further proving Iran's practical capabilities in ensuring the security of energy transportation.

[Iranian Super Tanker Breaks Through U.S. Blockade]On May 3, Xinhua News Agency reported that a super tanker belonging to the National Iranian Tanker Company has broken through the surveillance blockade of the 'foreign naval fleet'. The tanker is carrying over 1.9 million barrels of crude oil. The report indicates that this demonstrates Iran's strategies in managing energy supply chains and evading U.S. Navy monitoring, further proving Iran's practical capabilities in ensuring the security of energy transportation.

Iranian Super Tanker Breaks Through U.S. Blockade

On May 3, the crypto lending platform Nexo reported that the number of wallets holding over 100 BTC is continuously rising, indicating that 'smart money' is flowing back into the Bitcoin market. Data shows that addresses holding between 10 and 10,000 BTC have cumulatively increased their holdings by approximately 41,000 BTC over the past two weeks. Meanwhile, the price of Bitcoin has also surpassed the 'True Market Mean' average level of $78,100 for the first time since January this year. Market analysis suggests that the continued accumulation by large on-chain addresses may reflect a recovery in risk appetite among institutions and long-term holders.

[Analysis: Whales Continue to Accumulate Bitcoin, Wallets Holding 10 to 10,000 BTC Increased by Approximately 41,000 BTC in Two Weeks]On May 3, the crypto lending platform Nexo reported that the number of wallets holding over 100 BTC is continuously rising, indicating that 'smart money' is flowing back into the Bitcoin market. Data shows that addresses holding between 10 and 10,000 BTC have cumulatively increased their holdings by approximately 41,000 BTC over the past two weeks. Meanwhile, the price of Bitcoin has also surpassed the 'True Market Mean' average level of $78,100 for the first time since January this year. Market analysis suggests that the continued accumulation by large on-chain addresses may reflect a recovery in risk appetite among institutions and long-term holders.

Analysis: Whales Continue to Accumulate Bitcoin, Wallets Holding 10 to 10,000 BTC Increased by Approximately 41,000 BTC in Two Weeks

On May 3, Alex Thorn, Head of Research at Galaxy Digital, published an article stating that after discussions with several Bitcoin developers, researchers, and quantum computing supporters in Las Vegas, a partial consensus is gradually forming in the industry regarding the issue of 'quantum computing and Bitcoin.' Thorn believes that the majority opinion supports 'not touching the early P2PK address assets held by Satoshi Nakamoto,' as this could undermine the fundamental principle of inviolable property rights in Bitcoin. He pointed out that Satoshi holds approximately 1.1 million BTC spread across 22,000 addresses, rather than in a single 'super vault,' and that the real risk of large amounts comes more from entities like exchanges that can actively upgrade to quantum-resistant addresses. He also stated that the industry generally supports early research into quantum-resistant cryptographic solutions for Bitcoin, including development, testing, signature compression, and protocol discussions, as even if it ultimately serves only as a 'backup plan,' it is still meaningful. However, Thorn cautioned that overly pushing unverified quantum-resistant upgrades could lead to issues such as protocol complexity, diversion of development resources, and community consensus deadlock. He believes that even if quantum computing poses only a very low probability threat to Bitcoin, initiating discussions and technical preparations in advance is still worthwhile.

[Opinion: Bitcoin Should Not Sacrifice Satoshi's Holdings for Security, Even with Quantum Computing Threats Looming]On May 3, Alex Thorn, Head of Research at Galaxy Digital, published an article stating that after discussions with several Bitcoin developers, researchers, and quantum computing supporters in Las Vegas, a partial consensus is gradually forming in the industry regarding the issue of 'quantum computing and Bitcoin.' Thorn believes that the majority opinion supports 'not touching the early P2PK address assets held by Satoshi Nakamoto,' as this could undermine the fundamental principle of inviolable property rights in Bitcoin. He pointed out that Satoshi holds approximately 1.1 million BTC spread across 22,000 addresses, rather than in a single 'super vault,' and that the real risk of large amounts comes more from entities like exchanges that can actively upgrade to quantum-resistant addresses. He also stated that the industry generally supports early research into quantum-resistant cryptographic solutions for Bitcoin, including development, testing, signature compression, and protocol discussions, as even if it ultimately serves only as a 'backup plan,' it is still meaningful. However, Thorn cautioned that overly pushing unverified quantum-resistant upgrades could lead to issues such as protocol complexity, diversion of development resources, and community consensus deadlock. He believes that even if quantum computing poses only a very low probability threat to Bitcoin, initiating discussions and technical preparations in advance is still worthwhile.

Opinion: Bitcoin Should Not Sacrifice Satoshi's Holdings for Security, Even with Quantum Computing Threats Looming

On May 3, U.S. President Trump accused Tehran's leadership of being disunited, hindering the ability to reach an agreement to end the nine-week conflict that has triggered a global energy crisis. He stated that he could not agree with Iran's 'proposals,' but some traders interpreted this as a negotiation strategy rather than a withdrawal from peace efforts. Additionally, reports of Tehran relaying new proposals to Washington through Pakistan also helped to lower oil prices. Iranian Foreign Minister Zarif stated that Iran is ready to continue diplomatic efforts with the U.S., but added that its armed forces remain 'highly vigilant.' WTI crude oil fell nearly 3% on Friday, closing around $103 per barrel, with a weekly increase of about 7%. The S&P 500 index continued its record-breaking rally on Friday, achieving its fifth consecutive week of gains, thanks to strong earnings reports from tech giants. On Wednesday at 20:15, the U.S. will release the April ADP employment figures, followed by the April Challenger job cuts report at 19:30 on Thursday, and the April New York Fed one-year inflation expectations at 23:00 on Thursday. On Friday at 20:30, the U.S. will announce the April unemployment rate, seasonally adjusted non-farm payrolls, and year-on-year/month-on-month average hourly wage growth. The preliminary one-year inflation expectations for May and the preliminary University of Michigan consumer sentiment index for May will also be released, along with the March wholesale sales month-on-month figures. Traders will focus on U.S. employment data next week, particularly the non-farm payroll report on Friday. Analysts predict that the April non-farm employment report will show a solid increase of 60,000 new jobs, with accelerating wage growth, a stable unemployment rate, and an increase in the labor participation rate. According to a Bloomberg survey of economists, private sector employment growth may be even stronger.

[Macroeconomic Outlook for Next Week: U.S.-Iran at a Crossroads Again! Non-Farm Payrolls Struggle to Break the Stalemate]On May 3, U.S. President Trump accused Tehran's leadership of being disunited, hindering the ability to reach an agreement to end the nine-week conflict that has triggered a global energy crisis. He stated that he could not agree with Iran's 'proposals,' but some traders interpreted this as a negotiation strategy rather than a withdrawal from peace efforts. Additionally, reports of Tehran relaying new proposals to Washington through Pakistan also helped to lower oil prices. Iranian Foreign Minister Zarif stated that Iran is ready to continue diplomatic efforts with the U.S., but added that its armed forces remain 'highly vigilant.' WTI crude oil fell nearly 3% on Friday, closing around $103 per barrel, with a weekly increase of about 7%. The S&P 500 index continued its record-breaking rally on Friday, achieving its fifth consecutive week of gains, thanks to strong earnings reports from tech giants. On Wednesday at 20:15, the U.S. will release the April ADP employment figures, followed by the April Challenger job cuts report at 19:30 on Thursday, and the April New York Fed one-year inflation expectations at 23:00 on Thursday. On Friday at 20:30, the U.S. will announce the April unemployment rate, seasonally adjusted non-farm payrolls, and year-on-year/month-on-month average hourly wage growth. The preliminary one-year inflation expectations for May and the preliminary University of Michigan consumer sentiment index for May will also be released, along with the March wholesale sales month-on-month figures. Traders will focus on U.S. employment data next week, particularly the non-farm payroll report on Friday. Analysts predict that the April non-farm employment report will show a solid increase of 60,000 new jobs, with accelerating wage growth, a stable unemployment rate, and an increase in the labor participation rate. According to a Bloomberg survey of economists, private sector employment growth may be even stronger.

Macroeconomic Outlook for Next Week: U.S.-Iran at a Crossroads Again! Non-Farm Payrolls Struggle to Break the Stalemate

On May 3, documents from the U.S. District Court for the Southern District of New York revealed that the court has issued a restraining order against Arbitrum DAO, prohibiting the transfer of approximately $71 million in ETH assets previously frozen from the KelpDAO hacking incident. The plaintiffs are attempting to utilize these assets to enforce unpaid judgments related to North Korea's long-standing cases of terrorism and kidnapping. The court documents indicate that the plaintiffs have requested to serve legal notice to Arbitrum DAO through alternative means, considering it a 'partnership organization' that can be held accountable. The court also emphasized that Arbitrum DAO has a Security Council governed by ARB holders, which has the capability to take action in emergencies; thus, members refusing to cooperate may face legal repercussions such as contempt of court. Market participants believe this case could become a significant precedent for the U.S. judicial system's direct constraints on DAO governance structures, highlighting the compliance pressures DeFi protocols face within real-world legal frameworks.

[Federal Court Orders Arbitrum DAO to Freeze $71 Million in ETH Linked to North Korean Hackers for Terrorism Compensation]On May 3, documents from the U.S. District Court for the Southern District of New York revealed that the court has issued a restraining order against Arbitrum DAO, prohibiting the transfer of approximately $71 million in ETH assets previously frozen from the KelpDAO hacking incident. The plaintiffs are attempting to utilize these assets to enforce unpaid judgments related to North Korea's long-standing cases of terrorism and kidnapping. The court documents indicate that the plaintiffs have requested to serve legal notice to Arbitrum DAO through alternative means, considering it a 'partnership organization' that can be held accountable. The court also emphasized that Arbitrum DAO has a Security Council governed by ARB holders, which has the capability to take action in emergencies; thus, members refusing to cooperate may face legal repercussions such as contempt of court. Market participants believe this case could become a significant precedent for the U.S. judicial system's direct constraints on DAO governance structures, highlighting the compliance pressures DeFi protocols face within real-world legal frameworks.

Federal Court Orders Arbitrum DAO to Freeze $71 Million in ETH Linked to North Korean Hackers for Terrorism Compensation

On May 3, the Iranian Fars News Agency reported that a super tanker belonging to the National Iranian Tanker Company has breached the monitoring blockade of the 'extraterritorial naval fleet.' The tanker is carrying over 1.9 million barrels of crude oil. The report indicates that this demonstrates Iran's strategies in managing energy supply chains and evading U.S. Navy surveillance, further proving Iran's operational capability in ensuring the security of energy transportation. (Xinhua News Agency)

[Iranian Media Reports Super Tanker Breaks U.S. Blockade]On May 3, the Iranian Fars News Agency reported that a super tanker belonging to the National Iranian Tanker Company has breached the monitoring blockade of the 'extraterritorial naval fleet.' The tanker is carrying over 1.9 million barrels of crude oil. The report indicates that this demonstrates Iran's strategies in managing energy supply chains and evading U.S. Navy surveillance, further proving Iran's operational capability in ensuring the security of energy transportation. (Xinhua News Agency)

Iranian Media Reports Super Tanker Breaks U.S. Blockade

TST fluctuated by 51.89% within 24 hours, current price $0.0158

【TST24-hour fluctuation exceeds 50%!】TST fluctuated by 51.89% within 24 hours, current price $0.0158

TST24-hour fluctuation exceeds 50%!

CRTS fluctuated by 71.11% within 24 hours, current price $0.000177

【CRTS fluctuated over 50% in 24 hours!】CRTS fluctuated by 71.11% within 24 hours, current price $0.000177

CRTS fluctuated over 50% in 24 hours!

火币HTX报道，CryptoQuant分析师Axel Adler Jr在X平台发文表示，基于比特币当前流通供应量校准的调整后实现价格区间（Adjusted Realized Price Bands）模型显示，本轮比特币跌至5.9万美元关键区间才算是开启真正的中长期筑底，筑底并非短期过程，不会在一到两周内完成，基准情景预计大约需要6个月。Axel Adler Jr强调，虽然比特币近期有所上涨，但真正推动市场企稳的核心并非情绪修复或局部反弹，而是长期真实需求的回归，即当市场重新开始定价未来价值、现货买盘持续恢复时，底部才可能真正确立。

【CryptoQuant分析师：模型显示本轮BTC跌至5.9万美元才算中长期筑底开启】火币HTX报道，CryptoQuant分析师Axel Adler Jr在X平台发文表示，基于比特币当前流通供应量校准的调整后实现价格区间（Adjusted Realized Price Bands）模型显示，本轮比特币跌至5.9万美元关键区间才算是开启真正的中长期筑底，筑底并非短期过程，不会在一到两周内完成，基准情景预计大约需要6个月。Axel Adler Jr强调，虽然比特币近期有所上涨，但真正推动市场企稳的核心并非情绪修复或局部反弹，而是长期真实需求的回归，即当市场重新开始定价未来价值、现货买盘持续恢复时，底部才可能真正确立。

CryptoQuant分析师：模型显示本轮BTC跌至5.9万美元才算中长期筑底开启

Descargo de responsabilidad：El contenido anterior no representa las posiciones de HTX.，HTX no ofrece ninguna recomendación de trading.。

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