News linked to this event type.
Goldman Sachs significantly reduced its crypto ETF exposure in the first quarter of 2026 and has completely exited its holdings in XRP and Solana-related ETFs.Filings show that in the fourth quarter of 2025, Goldman Sachs held approximately $154 million in XRP-related ETFs, including products from Bitwise, Franklin Templeton, Grayscale, and 21Shares, making it one of the largest institutional holders of XRP ETFs at the time. Additionally, the firm previously held Solana-related ETFs such as the Grayscale Solana Trust ETF, Bitwise Solana Staking ETF, and Fidelity Solana Fund, all of which have now been fully sold off.However, Goldman Sachs still retains substantial holdings in BTC and ETH ETFs. Specifically, it holds approximately $690 million in BlackRock's IBIT and about $25 million in Fidelity's FBTC, though both positions were reduced by roughly 10% compared to the previous quarter. Meanwhile, its holding in BlackRock's ETHA shrank by about 70%, leaving approximately 7.2 million shares valued at around $114 million.Furthermore, Goldman Sachs increased its holdings in crypto-related stocks such as Circle, Galaxy Digital, Coinbase, Robinhood, and PayPal, while reducing positions in mining and infrastructure companies like Strategy, Bit Digital, Riot Platforms, and IREN. (Cointelegraph)
According to Onchain Lens monitoring, a whale has opened a short position on 5,151 SPCX with 3x leverage, valued at $1.07 million, and a liquidation price of $250.41.
B.AI has officially integrated into the Solana ecosystem, comprehensively upgrading its cross-chain login and payment capabilities. Users can now log in with one click via MetaMask and Phantom wallets and top up or subscribe using SOL, USDT, USDC, or WBTC on the Solana network. B.AI now supports eight major public blockchains—TRON, BNB Chain, Ethereum, Base, Arbitrum, Optimism, Polygon, and Solana—building a more open and decentralized multi-chain AI economy. New users enjoy an exclusive limited-time welcome offer: 500,000 points upon first login, a 1:1 bonus on top-ups, and up to an additional $100 worth of points per user. Going forward, B.AI will lower entry barriers and expand asset options to help you seamlessly enter the new era of intelligent economics.
: According to monitoring by on-chain analyst @EmberCN, a whale holding 137,400 ETH added another 5,001 ETH to their position 3 hours ago.Data shows that the address borrowed approximately 10.6 million USDT via Spark and Aave, and purchased 5,001 ETH at an average price of around $2,120. Currently, their total holdings amount to 137,400 ETH, valued at approximately $290 million. The position utilizes leverage from Aave and Spark loans, with the current overall liquidation price being approximately $1,324.
Odaily released the latest analysis chart indicating that Ethereum's recent price movements are increasingly dominated by ETF fund flows. Over the past year, the 30-day moving average of daily net inflows for ETH ETFs has been highly synchronized with ETH's price performance, showing a marked increase in Ethereum's sensitivity to institutional fund flows.BIT points out that one of Ethereum's current core narratives is its net staking yield of approximately 2.5%. However, against the backdrop of accelerating inflation again and the U.S. 10-year Treasury yield rising above 4.6%, Ethereum's staking yield advantage is weakening compared to risk-free assets like U.S. Treasuries.Furthermore, ETF outflows from Ethereum have resumed since May. BIT believes that if this trend continues, Ethereum is likely to maintain a consolidation and range-bound trajectory.
According to CoinDesk, Simone Maini, CEO of blockchain analytics firm Elliptic, stated that the biggest emerging risk to crypto security is not larger-scale hacking attacks, but rather AI-driven financial activity operating at a speed and scale that human compliance teams cannot keep up with. As AI lowers the barriers to hacking, scams, and fraud, security firms like Elliptic are responding by deploying AI agents to analyze on-chain data in real time—sparking an automated arms race between adversaries and defenders. Maini noted that current compliance systems remain heavily reliant on manual review, and the global pool of compliance analysts specializing in digital assets is simply insufficient to meet future demand. Elliptic has raised $120 million in funding—including from Nasdaq and Deutsche Bank—to build an “agent-based compliance system” that leverages AI to automate transaction monitoring and investigation workflows, thereby reducing the cost per alert and per investigation.
According to chart analysis released by independent analyst Markus Thielen on May 18, the 30-day moving average of daily net inflows into ETH ETFs over the past year has been highly synchronized with Ethereum’s price movement, making institutional fund flows a core driver of ETH’s price. However, as U.S. 10-year Treasury yields rise above 4.6% and inflation accelerates again, Ethereum’s ~2.5% net staking yield is losing appeal relative to risk-free assets. Since May, ETH ETFs have seen renewed net outflows; if this trend persists, Ethereum’s price is highly likely to remain in a range-bound consolidation pattern.
According to on-chain analyst Ai Aunt (@ai_9684xtpa), the swing-trading whale address 0x54d…e6029 purchased 5,001 ETH (approximately $10.6 million) via Cowswap within the past two hours, at an average price of $2,119.29. This address previously accumulated positions at the March 30 low and later took profits at higher levels; its cumulative profit from this swing trade exceeds $1.085 million.
Vibhu, Chief Product Officer of the Solana Foundation, and professional trader drews888 each contributed $10,000 to launch a public trading duel on the Phoenix Trade platform. As of market close on May 25, the participant with the better profit-and-loss performance will receive an additional $1,000 reward from the other.
According to on-chain analytics platform Lookonchain (@lookonchain), trader GyBRmk recently sold 21,911 SOL tokens—held for over two years—for approximately $1.85 million, resulting in a loss of roughly $1.05 million. It is reported that the trader had previously accumulated 20,200 SOL tokens at an average purchase price of about $144 (totaling approximately $2.91 million) and received an additional 1,711 SOL tokens (worth ~$145,000) as staking rewards; however, these rewards were insufficient to offset losses incurred from the decline in SOL’s price.
According to Cointelegraph, cryptocurrency analysts are divided on whether Bitcoin will reenact its historical “Sell in May” pattern in 2026. In the two midterm election years—2018 and 2022—Bitcoin experienced sharp declines in May, falling approximately 30% and 70%, respectively. Analyst Merlijn Enkelaar warned that this historical pattern could repeat, with Bitcoin potentially dropping to $33,000. Joao Wedson, CEO of Alphractal, also noted that if Bitcoin remains persistently below $78,000, the likelihood of a new capitulation phase increases. However, Jeff Ko, Chief Analyst at CoinEx, argued that past crashes stemmed from specific shocks—including the Mt. Gox incident, China’s ICO regulations, the Federal Reserve’s monetary tightening, and the collapses of Terra and FTX—not from calendar-based seasonality. He added that the launch of spot ETFs, corporate treasury allocations, and progress on the CLARITY Act have significantly broadened the institutional buyer base, making a 70–80% deep correction unlikely this cycle. Analyst Michaël van de Poppe highlighted $76,000 as the current critical support level; failure to hold it would likely trigger further downside pressure.
Bitcoin has fallen below the $77,000 mark, hitting a low of approximately $76,720. Analysts attribute the market decline primarily to multiple macroeconomic pressures, including the renewed escalation of tensions between the US and Iran, rising inflation concerns, and increased risk aversion across risk assets. Former US President Donald Trump issued a strong warning to Iran on social media, intensifying geopolitical uncertainty.Meanwhile, rising oil prices have further elevated inflation expectations, with Brent crude climbing to around $111 and WTI rising above $107. This has sparked concerns that the Federal Reserve may maintain higher interest rates for a longer period.The current selling pressure is also compounded by factors such as rising US Treasury yields, a strengthening US dollar, and ETF outflows. Data shows that Bitcoin ETFs saw net outflows of approximately $1 billion in the week ending May 17, ending six consecutive weeks of net inflows.In terms of market sentiment, the Bitcoin Fear and Greed Index has fallen back to 27, re-entering the "fear zone." Analysts believe that short-term trends will remain highly dependent on macroeconomic data and policy expectations. However, some institutions view the current correction as a "healthy digestion" period, suggesting the long-term structure remains unchanged. (The Block)
: Analyst Murphy posted on X platform, stating that based on the relationship between the "1-3 month short-term holder cost basis (1-3m_RP)" and price action, Bitcoin may currently be in the formation stage of a bottom structure.Murphy pointed out that previous bear market bottoms were accompanied by BTC breaking through and trading around the 1-3m_RP cost basis line, but the patterns differed across cycles: In 2015-2016, BTC oscillated around this cost basis line for an extended period; in 2019-2020, it directly triggered a mini bull run after the breakout; in 2022-2023, it experienced a second retest to confirm support before rebounding again.Murphy stated that since BTC broke through this cost basis line on April 15, it has continued to trade above it. Regarding future trends, he believes the focus is not on predicting specific scenarios, but rather on preparing position and trading response plans for different market situations in advance.
on-chain analyst Yujin posted on Platform X, stating that current market trading enthusiasm is now much lower than it was at the bottom of the last bear market (December 2022). This is despite the fact that prices of several major cryptocurrencies are still far higher than they were at that time.BTC: At the last cycle bottom, the average daily trading volume for BTC/USDT on Binance was around $20 billion. Now it is only about $5 billion. The current price is 4.5 times higher than the previous bottom. The correction magnitude last cycle was -75%, while from the peak to now in this cycle, it is -38%.ETH: At the last cycle bottom, the average daily trading volume for ETH/USDT was around $4 billion. Now it is only about $2 billion. The current price is 1.7 times higher than the previous bottom. The correction magnitude last cycle was -75%, while from the peak to now in this cycle, it is -54%.BNB: At the last cycle bottom, the average daily trading volume for BNB/USDT was around $50 million. Now it is roughly at the same level. The current price is 2.7 times higher than the previous bottom. The correction magnitude last cycle was -65%, while from the peak to now in this cycle, it is -50%.
: On-chain analyst Tom Wan stated on platform X that the current ETH utilization rate has dropped below 90%, and the lending APY has fallen to 1.9%. Since the rsETH LayerZero cross-chain bridge was attacked, the deposits of wstETH and weETH have decreased by approximately $1.2 billion and $1.76 billion, respectively. As the strategy of leveraged looping wstETH/weETH against ETH becomes profitable again, market attention is turning to whether demand for ETH leveraged loops will return, or if capital will continue to wait on the sidelines or flow into protocols like Spark and Morpho.
According to on-chain analytics platform Lookonchain (@lookonchain), “Brother Maji” opened a new long position of 1,825 ETH—valued at approximately $3.87 million—after being liquidated; the liquidation price is $2,086.69.
According to on-chain analyst Ai Yi's monitoring, address 0xB4d…B186a has sold another $15.46 million worth of WBTC, having accumulated a total of $35.73 million in token sales over the past three days. This address has frequent interactions with block builder Titan builder and currently holds $125 million in assets on-chain, 95% of which are ETH and WBTC, suggesting potential continued selling pressure.
crypto research firm 10x Research stated that since the release of US CPI data on May 13th, Bitcoin ETFs have seen cumulative net outflows exceeding $1 billion, reigniting "inflation trade" sentiment in the market. Market sentiment indicators have dropped from 87% to 45%. Meanwhile, long-term US Treasury yields continue to climb, with the 30-year yield rising to 5.12%. As inflation returns to the forefront of market focus, the crypto market is facing significant headwinds.Furthermore, 10x Research noted that its models have triggered bearish signals for Ethereum, and Bitcoin is currently testing the key support level of its 30-day moving average. A confirmed breakdown below this level could signal further momentum deterioration. The firm is closely watching the short-term bull/bear line at $79,125 and the major support level at $76,922, suggesting that the bottom for this cycle may have already formed.
According to on-chain analyst Ai Yi's monitoring, a smart money address that initially accumulated 11,004 ETH in 2016 at an average price of $3.45, yielding a profit of $30.38 million, has purchased a total of 5,283.61 ETH on-chain over the past two days, valued at $11.48 million. The average cost is $2,172.7, with an unrealized loss of $320,000.
According to Lookonchain monitoring, a whale's 10x leveraged HYPE short position is now showing an unrealized loss of $1.26 million, with the position currently holding approximately 375,033 HYPE, valued at $17.5 million.