Alex Thorn, Research Director at Galaxy, stated in an article on the X platform that after in-depth discussions with several Bitcoin industry figures regarding quantum computing and Bitcoin issues, he believes the market is gradually reaching a consensus: First, Satoshi Nakamoto's approximately 1.1 million BTC (distributed across approximately 22,000 P2PK addresses) should not be used arbitrarily. Infringing upon his property rights to address quantum risks could damage Bitcoin's core value proposition. Even in extreme circumstances where these BTC are transferred, the market has a strong capacity to absorb them, and the risk can be further mitigated through solutions such as "Hourglass." Second, promoting research, testing, and signature compression of new encryption technologies such as quantum-resistant (PQ) cryptography for Bitcoin is a positive direction, allowing for the preparation of contingency plans. However, it is crucial to avoid prematurely pushing for protocol-level implementation, which could lead to consensus deadlock or introduce unverified new risks. Even if the quantum threat has only a 1% chance of affecting Bitcoin, continued research is worthwhile.

A draft OPEC+ statement indicates that seven OPEC+ countries have agreed to raise their June oil production target by approximately 188,000 barrels per day, marking the third consecutive month of increases. This move aims to demonstrate the organization's readiness to increase supply after the war. Sources say that despite the UAE's withdrawal from the organization this week, OPEC+ will continue to pursue its production increase plan. The seven member countries meeting on Sunday are Saudi Arabia, Iraq, Kuwait, Algeria, Kazakhstan, Russia, and Oman. A report released by OPEC last month stated that the average daily crude oil production of all OPEC+ members in March was 35.06 million barrels, a decrease of 7.7 million barrels per day from February, with Iraq and Saudi Arabia experiencing the largest production cuts due to export restrictions. The draft statement indicates that the seven member countries will meet again on June 7. (Jinshi)

dYdX governance voters have approved a proposal to delist four trading pairs, with 90.96% of participants supporting the decision. According to NS3.AI, the vote saw participation from 16 out of 31 active validators and 124 accounts, resulting in a 46.86% turnout.

Wasabi Protocol released a security incident update on the X platform, stating that users can now securely interact with the protocol contract to withdraw remaining funds. The team stated that they are working tirelessly behind the scenes to expedite the process, but due to the ongoing investigation, they cannot disclose further details at this time. They will update the community with the latest developments as soon as conditions permit.

New York Attorney General Letitia James announced that Uphold will pay over $5 million in restitution for misleadingly promoting CredEarn as a safe and insured crypto savings product. According to NS3.AI, the Attorney General's office stated that Uphold marketed the product from January 2019 to October 2020 without revealing that the yields were derived from high-risk small-dollar loans in China and that the purported insurance was nonexistent. Additionally, the office noted that Uphold failed to obtain necessary broker or commodity broker-dealer registrations. Furthermore, $545,000 recovered from Cred’s bankruptcy will be distributed to affected users.

Morgan Stanley Bitcoin Trust (MSBT) has expanded its Bitcoin holdings by acquiring an additional 286.693 BTC, valued at $22.48 million. According to NS3.AI, this acquisition raises MSBT's total Bitcoin holdings to 2,620 BTC, with an approximate value of $204 million.

Markus Thielen, founder of 10x Research, stated in an article on the X platform that Bitcoin has now risen above its 7-day and 30-day moving averages, maintaining a bullish short-to-medium-term trend. It has risen 1.1% in the past week, with continued institutional buying and news of large corporate treasuries increasing their Bitcoin holdings further boosting market confidence. However, influenced by the historical pattern of "selling on rallies," the market subsequently experienced a brief consolidation. Thielen's analysis suggests that hints from White House advisors regarding upcoming important announcements about the national strategic reserve have also strengthened bullish sentiment. With Bitcoin's dominance remaining above 60%, some altcoins are quietly bottoming out, driven by fundamental factors, particularly privacy coins and RWA infrastructure-related projects, which deserve close attention.

Barry Silbert, founder of Digital Currency Group (DCG), the parent company of Grayscale, wrote on the X platform that in 2015, the market had not yet realized that there was a global demand of up to $2 trillion for decentralized digital value stores like Bitcoin. At that time, the industry generally believed that Bitcoin itself was private enough to serve as a relatively private global value store and transfer tool. Now, with increased market awareness, the demand for privacy has been more clearly identified, so privacy coins like Zcash will benefit from this "foresight advantage".

According to Arkham's monitoring, Morgan Stanley Bitcoin Trust (MSBT), a spot Bitcoin exchange-traded fund under Morgan Stanley, added a total of 286.693 BTC, worth $22.48 million, to its on-chain wallet address through Coinbase yesterday. As of now, MSBT's total Bitcoin holdings have reached 2,620, worth approximately $204 million.

South Korean financial giant KB Financial Group announced a strategic partnership with US-based crypto venture capital firm Pantera Capital to expand its digital asset strategy, enhance its blockchain financial competitiveness, and accelerate new business development. Previously, KB Financial had signed a memorandum of understanding with the Bank of Korea on "Project Han River" and also established a partnership with stablecoin issuer Circlel. (Koreaherald)

A Dragonfly partner recently shared his views on the crypto space on the Miles Deutscher Finance podcast, providing an in-depth analysis of where retail investors are going, why institutional investors dominate, the true nature of Bitcoin, and quantum risks.

Once payments become faster, cheaper, and globally interconnected, stablecoins will open up not just a new market, but a whole new world whose boundaries are still unclear today.

While everyone is closely watching the US crypto boom, emerging markets are quietly embarking on the next phase of the industry's development.

At the Gabelli Foundation’s 17th Annual Value Investing Conference, several senior Berkshire researchers proposed several acquisition ideas for Abel.

Following the release of financial reports by tech giants, Sister Mutou's investment portfolio saw a flurry of activity.

This week, 16 blockchain startups raised a total of $270.6 million. Sodot raised $100 million from MoonPay in a mergers and acquisitions (M&A) funding round, the largest funding round this week.

美国中部时间5月2日周六，投资界的年度盛会——伯克希尔·哈撒韦公司2026年股东大会在奥马哈举行。

Berkshire's authority will no longer rely on personal charisma, but will be built on a more diversified operating system.

While everyone else is still focused on Indonesian e-commerce, Thai tourism, and Singaporean finance, a group of Chinese AI entrepreneurs have quietly turned their attention to Vietnam.

Hyperliquid, prediction, polymarket, perpetual contracts: Can prediction markets win the perpetual contract race? Golden Finance: The integration of perpetual contracts and prediction market platforms seems like a natural progression.