Author: James Wilson

Strategy CEO Phong Le said the company’s success rests on more than the Bitcoin held on its balance sheet.  Summary Strategy said Q1 revenue rose 11.9% year over year to $124.3 million. Phong Le said cloud revenue grew 59% during the company’s strongest software quarter in years. Strategy’s Bitcoin model faces scrutiny as debt and losses mount. In a post on X, he argued that Strategy’s enterprise software business remains a core part of the company’s long-term model. Le said the software unit gives Strategy engineers, cloud teams, enterprise customers, compliance systems, and global operations that most digital asset firms…

Bitcoin (BTC) traded near $80,874 on May 10, with an intraday high of $81,026 and a low of $80,237. The move kept BTC close to the $81,000 area after a steady weekly recovery. Summary Van de Poppe says Bitcoin can grind higher while price holds above the 21-MA. The $79K and $76K levels remain key supports for Bitcoin’s short-term structure. CryptoQuant data shows Bitcoin’s aSOPR stayed above 1 for nine straight days. Michaël van de Poppe said Bitcoin’s setup remains simple. In his view, BTC can keep moving higher as long as price stays above the 21-period moving average. Van…

Exchange tokens remain one of crypto’s most powerful categories because they are tied directly to trading activity, liquidity and platform demand. That keeps BNB, CRO and OKB firmly on investor watchlists for 2026. Each is linked to a major exchange ecosystem with established users and strong market recognition. But BlockchainFX is now entering the same conversation from an earlier stage, with less than $500,000 left to raise before launch and public exchange trading still ahead. For investors searching for the best crypto exchange tokens 2026, the key question is whether BFX can capture the same platform-token upside before the wider…

Michael Saylor has moved to clarify Strategy’s position after recent comments raised questions about whether the company could sell part of its Bitcoin holdings. Summary Saylor says Strategy may sell Bitcoin but remain a net buyer over time. Strategy holds 818,334 BTC after reporting a $12.54 billion Q1 loss. Dividend costs and Peter Schiff’s Ponzi claims keep pressure on Strategy’s model. The Strategy co-founder said his well-known “never sell your Bitcoin” line was less precise than the company’s actual policy. He said the clearer position is that Strategy should never become a net seller of Bitcoin. Strategy may sell BTC…

Binance co-founder Changpeng “CZ” Zhao said rival crypto exchanges in the United States opposed his pardon request before President Donald Trump granted clemency in October 2025. Summary CZ said rival exchanges opposed his pardon, but admitted he had no concrete evidence. Binance’s US exit followed a $4.3 billion settlement with American authorities in 2023. Recent court dismissals gave Binance fresh legal wins after earlier terrorism-finance allegations in lawsuits. Speaking on the Crypto Banter podcast, Zhao said some competitors did not want him pardoned because they feared Binance could return to the U.S. market.  He said, “The other crypto exchanges in…

The Senate Banking Committee is expected to hold a formal CLARITY Act vote as early as next week, Coinbase said at Consensus 2026. Summary The Senate Banking Committee is preparing to notice a markup for the CLARITY Act the week of May 11, with draft text already circulated to industry. Coinbase VP Kara Calvert said the bill needs at least 60 Senate votes and warned that bipartisan backing is essential to advance it. A HarrisX survey shows 70% of voters believe the US should have already passed federal crypto legislation. Coinbase says the CLARITY Act is heading for a Senate…

The S&P 500’s push to a record near 7,400 confirms a late‑cycle, full‑risk‑on regime where Bitcoin and major crypto assets are again trading as high‑beta extensions of U.S. equities rather than as independent hedges. Summary The S&P 500 has pushed to a new all‑time high near 7,400, up roughly 0.8% on the day, extending a powerful risk‑on rally in U.S. equities. Bitcoin and major crypto assets have increasingly traded as high‑beta plays on the same macro cycle, with BTC–S&P correlations hitting 0.7–0.9 in recent months. A record‑high stock market generally supports the bull case for crypto in the near term,…

Trump has abandoned his Iran war maximalist demands as polls drop and peace talks remain deadlocked Summary Trump has quietly dropped demands for Iran’s unconditional surrender and regime change, two of his stated original goals at the start of the war. His approval rating on the Iran war has fallen from 39% in early March to 30% in the latest YouGov survey. A Pew Research survey found 62% of Americans disapprove of Trump’s handling of the conflict, a number that has held steady since March. Trump has abandoned his Iran war maximalist demands as polls drop and peace talks remain…

Anthropic raise talks are targeting a $900bn valuation and up to $50bn in fresh capital, sources told the Financial Times. Summary Anthropic is in talks to raise up to $50bn at a pre-money valuation of $900bn, which would surpass OpenAI’s March valuation of $852bn. The round could close within two months, with Dragoneer, General Catalyst, and Lightspeed among interested investors and a board decision expected in May. Anthropic’s annualized revenue is on track to exceed $45bn, up from $9bn at the end of 2025, driven largely by Claude Code and enterprise adoption. Anthropic raise talks are targeting a $900bn valuation…

JPMorgan AI spending has been reclassified from discretionary innovation to core infrastructure, placing it alongside data centers and cybersecurity in the bank’s budget. Summary JPMorgan reclassified its $2bn annual AI budget from discretionary innovation to core infrastructure, placing it alongside payment systems and cybersecurity in its $19.8bn tech spend. CEO Jamie Dimon says JPMorgan AI deployment has already generated $2bn in operational savings, effectively self-funding the investment across 150,000 employees. The bank runs over 500 active AI use cases in production, including fraud detection that has cut anti-money laundering false positives by 95%. JPMorgan has reclassified JPMorgan AI investment as…