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Post to Share $1,000 Pool—Up to 22 USDT Each!HTX Creation Challenge — Post and Win 1,500U 💥MEGA: Real-Time Execution Layer for EthereumMacro FUD returns as tokenized gold gains raise Bitcoin Q2 risk S

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Macro FUD returns as tokenized gold gains raise Bitcoin Q2 risk
So far, Q2 has been broadly bullish across the board, with markets shifting back into a risk-on mood.

From a technical standpoint, Bitcoin’s 6% gain in May has lined up with a more than 7% pullback in oil prices after they peaked near $120 per barrel earlier in the month.

Typically, easing oil prices are seen as supportive for risk assets, as they help cool inflation pressures and improve overall liquidity conditions.

However, that trend looks short-lived. As highlighted in the latest remarks from U.S. President Donald Trump on Iran’s response to the U.S. 14-point peace proposal, geopolitical uncertainty quickly re-entered the picture.

The result: U.S. oil prices jumped nearly 5% after President Trump said he “doesn’t like” Iran’s response. Meanwhile, Bitcoin reacted with a 1.5% pullback.

Naturally, that brings flow dynamics back into focus around tokenized gold.

With the BTC/XAU ratio already up 5% on the month, flows are still favoring Bitcoin over traditional gold, extending April’s 12.6% move in the ratio. That said, with macro FUD creeping back in, the setup leaves the door open for capital rotating back into tokenized gold if risk-off sentiment builds.

If that rotation picks up, the risk of Bitcoin echoing a Q1-style correction in Q2 starts to rise, as investors rotate into safety via XAUT rather than staying exposed to BTC beta or traditional gold, making this a key flow watch for the rest of the Q2 cycle.

Final Summary
In Q1, Bitcoin declined while tokenized gold saw strong inflows, highlighting a clear shift in demand.
In Q2, if macro FUD returns, capital could rotate back into tokenized gold and put pressure on Bitcoin’s momentum.

Macro FUD returns as tokenized gold gains raise Bi

Disclosure: The views and opinions expressed here belong solely to the author and do not represent the views and opinions of crypto.news’ editorial. Selva Ozelli Esq, CPA, Author of Sustainably Invest

Tokenization aided by MiCA, insights with Wojciech Kaszycki

Post to Share $1,000 Pool—Up to 22 USDT Each!BTC Shakes at $80K—Up or Down?HTX Creation Challenge — Post and Win 1,500U 💥 Bitcoin transactions can be monitored’: Ray Dalio explains why central banks w

Bitcoin transactions can be monitored’: Ray Dalio explains why central banks won’t touch BTC
Bitcoin's transparency was once considered one of its greatest strengths. Now, Ray Dalio says, it may be the very reason central banks won't adopt it as a reserve asset, even though corporations and institutional investors have embraced it.

The billionaire hedge fund manager, who is also a bitcoin investor, said on X that, "Bitcoin lacks privacy. Transactions can be monitored and potentially controlled, which is why central banks aren't looking to hold it."

Ray Dalio has previously said he allocates about 1% of his portfolio to bitcoin.

Bitcoin, the world's largest blockchain network, operates as a decentralized peer-to-peer system built on a public ledger. Every transaction is permanently recorded on this transparent ledger, allowing anyone to view it in real time.

Anyone can open a Bitcoin block explorer, enter a wallet address into the search bar, and view the entire transaction history associated with it. While wallet addresses are pseudonymous rather than directly tied to identities, blockchain analytics firms and law enforcement agencies can often trace the movement of funds and link activity back to individuals or institutions.

In other words, the flow of $BTC, the blockchain's native token, is highly transparent and traceable, even if it is not always directly tied to real-world identities.

This level of transparency, often praised by Bitcoin supporters, may also be what keeps central banks away. Imagine being a central bank and accumulating an asset whose flows can be tracked in real time on a public ledger.

The lack of privacy is also a concern for large institutional players. At Consensus Hong Kong in February, participants noted that the mass adoption of blockchain technology at the institutional level may ultimately depend on stronger privacy features, particularly for large transactions.




Bitcoin transactions can be monitored’: Ray Dalio

BTC Shakes at $80K—Up or Down?MARA shares sink on first-quarter revenue miss, $1.3B loss Shares in MARA Holdings fell after the bell on Monday as the Bitcoin miner’s first-quarter losses deepened from

MARA shares sink on first-quarter revenue miss, $1.3B loss

Shares in MARA Holdings fell after the bell on Monday as the Bitcoin miner’s first-quarter losses deepened from a year ago and its revenues missed analyst estimates.

MARA’s earnings released on Monday reported its revenues for the quarter ending March 31 dropped 18% year-on-year to to $174.6 million, missing Wall Street expectations of $192.7 million.

The company reported a loss of $1.3 billion for the quarter, widening from its $533.4 million loss from the year-ago quarter. Its earnings per share were a loss of $3.31, compared to estimates of a loss of $2.20.

Shares in MARA Holdings (MARA) fell 3.44% in after-hours trading on Monday to $12.93, erasing gains over the trading day, which ended at a gain of 3.48% to $13.39.

MARA Holdings erased gains after the bell on Monday after the company’s earnings missed expectations. Source: Google Finance

MARA stock has fallen 16% over the last 12 months, but has begun to mount a return this year as it has focused on pivoting to build artificial intelligence data centers.

The company reported its first-quarter losses were largely attributed to unrealized losses in its 38,689 Bitcoin treasury as the cryptocurrency fell 23% during the quarter. MARA said it sold more than 15,100 Bitcoin worth $1.1 billion in the final week of March.

MARA said that Bitcoin mining remains the company’s “operational foundation,” even as it continues expanding into AI and high-performance computing to pursue additional revenue streams.

MARA is one of several US-based Bitcoin miners that have seen profits turn into losses as challenging mining conditions continue to weigh on the sector.

Bitcoin is trading more than 35% below its all-time high of $126,080, significantly reducing miner revenues per block, while mining difficulty, a measure of how computationally difficult it is to mine a block, has risen nearly 30% over the past year.

MARA has also lost 

MARA shares sink on first-quarter revenue miss, $1

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Post to Share $1,000 Pool—Up to 22 USDT Each!BTC Shakes at $80K—Up or Down?Everything Can Be HuobaoU.S. President Donald Trump is heading to China for a high-stakes summit with Chinese President Xi Ji

U.S. President Donald Trump is heading to China for a high-stakes summit with Chinese President Xi Jinping, but analysts believe the meeting reflects a weaker negotiating position for Washington after months of political and economic setbacks. The talks, scheduled for May 14-15 in Beijing, are expected to focus on easing trade tensions, discussing Taiwan, and seeking China’s assistance in resolving the ongoing Iran conflict.Trump previously claimed aggressive tariffs would pressure China into major concessions, but recent court rulings and global economic challenges have limited his leverage. Experts now say the United States needs stability with China more than Beijing needs Washington. The meeting comes after the two leaders paused a damaging trade war in late 2025, when China eased restrictions on rare earth exports and the U.S. suspended steep tariffs on Chinese imports.Despite the grand setting in Beijing, expectations for major breakthroughs remain low. Reports suggest the summit may only produce limited agreements involving U.S. agricultural exports, Boeing aircraft sales, and mechanisms for managing future trade disputes. Trump will also raise concerns over Taiwan, imprisoned Hong Kong media figure Jimmy Lai, and detained American citizens in China.China, meanwhile, has strengthened its economic influence by tightening control over rare earth supplies and introducing measures against companies shifting supply chains away from the country. Beijing is also expected to push the U.S. to soften its stance on Taiwan and reduce technology export restrictions targeting Chinese chipmakers.Political analysts describe the upcoming summit as more of a temporary pause in tensions than a lasting resolution. While Trump may present continued dialogue as a diplomatic success ahead of U.S. midterm elections, many experts believe China currently holds the stronger position

U.S. President Donald Trump is heading to China fo

Post to Share $1,000 Pool—Up to 22 USDT Each!BTC Shakes at $80K—Up or Down?Everything Can Be HuobaoSUI jumped about 31% after Nasdaq‑listed SUI Group moved 108.7m SUI into staking, tightening a float 

SUI jumped about 31% after Nasdaq‑listed SUI Group moved 108.7m SUI into staking, tightening a float that’s already ~74% locked and sending open interest above $620m. Summary Sui’s SUI token has spiked roughly 31% to about $1.40, driven by Nasdaq-listed SUI Group Holdings shifting its entire 108.7 million SUI stack — around 2.7% of circulating supply — from DeFi into direct staking. Open interest in SUI futures has surged from roughly $450 million to more than $620 million as traders pile into what some on Crypto Twitter are calling the “star of the next rally.” Veteran chartist Peter Brandt has flagged what he calls a “major bottom” on the weekly chart, saying SUI’s price will “trend substantially higher from current levels.” SUI (SUI) ripped higher by about 31% over the last 24 hours to trade around $1.40, making it the day’s largest gainer among the top‑10 cryptocurrencies by market cap and the #1 trending coin on CoinGecko. The move follows a stretch of accumulation where, as one crypto.news story noted, Sui had already rallied roughly 40% to around $1.41 on May 10, with about $3.13 million in liquidations — nearly 90% from shorts — helping fuel a classic short squeeze. SUI’s supply shock and open interest spike The catalyst this time is overtly supply‑side. SUI Group Holdings, a Nasdaq‑listed company trading under ticker SUIG, disclosed on May 7 that it holds 108,728,129 SUI and has now moved “substantially all of it” into direct staking, an amount representing about 2.7% of circulating supply. An earlier analysis on MEXC described the same shift as a “supply shock loading,” noting that SUI’s daily yield on that stake is roughly 5,200 SUI at an annual rate near 1.8%, and that “volume backed the move” as price pushed through prior resistance around $1.08. That matters because SUI was already heavily locked. According to research cited by Coinpedia, nearly 74%

SUI jumped about 31% after Nasdaq‑listed SUI Group

On May 12, top Wall Street investment bank Piper Sandler expressed optimism about Tesla's stock, believing that the current share price does not fully reflect the future value of its humanoid robot bu

Wall Street Investment Bank Updates Tesla Valuation Model: $400 Stock Price Equals 'Free' Optimus

Post to Share $1,000 Pool—Up to 22 USDT Each!BTC Shakes at $80K—Up or Down?Everything Can Be HuobaoAnalysts at Piper Sandler have noted that the current price level of Tesla (TSLA) stock presents a so

Analysts at Piper Sandler have noted that the current price level of Tesla (TSLA) stock presents a solid buy opportunity. Specifically, Piper Sandler analyst Alexander Potter writes that investors buying near today’s $420 share price are getting a big bonus — the Optimus robot business for free. Tesla has slowly begun to shift its primary focus away from its EV department and towards AI/robotics, with the Optimus Robot a crucial development.Per Piper’s discounted cash flow (DCF) analysis, Tesla is worth around $400 per share, but Optimus is not part of that analysis. The updated model breaks Tesla into 17 product lines, ranging from vehicles and energy storage to supercharging, in-house insurance, FSD subscriptions, and the robotaxi business. The sum of those lines using a 20-year DCF analysis suggests Tesla is worth $400 per share — “just shy of TSLA’s current share price.” “Critically, this analysis excludes Optimus, Tesla’s forthcoming humanoid robot,” Potter wrote. “In other words, at $400/share, we think investors can buy Optimus for ‘free’.”The Tesla stock forecast for 2026 shows Wall Street genuinely split, with AI bulls pointing to robotaxi and Optimus progress on one side and bears citing a P/E ratio above 364 on the other. The TSLA price target consensus from 41 analysts currently averages at $398.42, which sits far below its current $446.45 price. Therefore, there is a strong case that TSLA shares could begin to slip as May progresses.Also Read: Amazon (AMZN) to Sell First Swiss Franc Bond in AI PushOn the other hand, Piper Sandler’s Potter reiterated a $500 price target on the stock, unchanged from his previous note. The math is straightforward: $500 PT minus $400 in modeled product-line value leaves $100 per share for Optimus, inference-as-a-service, and anything else not in the 17-line build. Potter believes that allocation is conservative. “Some wo

Analysts at Piper Sandler have noted that the curr

Rain: Uniswap for Predictions on Arbitrum

Post to Share $1,000 Pool—Up to 22 USDT Each!$110K Spring Airdrop Rain—18 Days Straight!HTX Creation Challenge — Post and Win 1,500U 💥 US spot Bitcoin ETF products drew $622.75 million last week, thei

$110K Spring Airdrop Rain—18 Days Straight!

US spot Bitcoin ETF products drew $622.75 million last week, their sixth straight week of net inflows.

US spot Bitcoin ETF products drew $622.75 million in net inflows during the week of May 4 to 8, extending the streak to six consecutive weeks of positive flows. SoSoValue tracked the figures on May 11.

BlackRock’s IBIT dominated the period with $596 million in net inflows. Grayscale’s GBTC was the notable exception, posting $62 million in net outflows over the same stretch. IBIT’s cumulative total now stands at $66.1 billion.

The current run is the longest inflow streak for US spot Bitcoin ETF products since seven consecutive weeks between June and July 2025. Over the six weeks starting April 2, the funds have together absorbed nearly $3.4 billion in fresh capital.

The strongest week of the run came in mid-April at $996.38 million. Last week’s $622.75 million was the second-highest total of the streak. Bitcoin traded between $80,000 and $82,000 during the period before stabilising near $80,800 by the weekend.

Spot Ethereum ETFs drew $70.49 million over the same week, while spot Solana ETFs took in $39.23 million and spot XRP ETFs attracted $34.21 million.
The six-week run follows sustained institutional demand that has seen IBIT absorb the overwhelming majority of industry flows throughout 2026. IBIT captured 73% of Bitcoin ETF inflows during the week of January 12 to 16, a pattern that has continued across successive reporting periods.

Quantix Finance CEO Jake Seltzer told analysts this week that “the market is entering a phase where liquidity is becoming more selective rather than purely speculative,” pointing to the inflow data as a sign of structural institutional rotation into Bitcoin




BlackRock IBIT leads Bitcoin ETF inflow streak

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感觉要来一波了，兄弟们怎么看？欢迎讨论

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