Grayscale Ethereum Staking ETF

Circle

Conference Minutes

CRCL

ETHE

DASH

Below is Dolphin Research's Trans of $Circle(CRCL.US) Q1 2026 earnings call. For our take, see 'Circle: Ugly tape, but the No.1 stablecoin play keeps expanding'.1) Guidance: Full-year 2026 guidance remains unchanged, excluding the future financial impact of the Arc token pre-sale, the Arc incentive program and related revenue. Management plans to provide an updated outlook on the next earnings call.2) Revenue and profit. Total revenue and reserve income were $694 mn...

Meta Platforms

Visa

Doordash

BlackRock

Janus Henderson

Circle (Trans): Guidance excludes Arc token presale; to be revised next qtr.

COIN

HOOD

CP00079

8. Midstream: Public/Consortium BlockchainsStablecoins rely on blockchain for issuance, public chains profit from transaction fees.Public chains like Ethereum, Solana, TRON earn a share of revenue from stablecoin transactions as users pay miner fees.Commercial Barrier: Current regulations can mandate issuers to use specific public chains, making their position unstable.Stablecoins can be issued across multiple chains. On Binance, USDT can be received via Ethereum, Solana, or BNB. Different chains have different addresses, and once stablecoins are deposited, their chain origin is irrelevant. However, withdrawals require chain selection, intensifying competition among chains.Ethereum, though slower technically, is highly recognized in Western markets;Solana is faster and more popular in Asia. Future regulation of public chains will target issuers indirectly rather than the chains themselves. For example, Hong Kong may require stablecoin issuers to use specific chains for compliance.Public Chain Adoption: Regional preferences already exist. Western users favor Ethereum, while Asian and African users prefer Solana.Exchanges face low technical barriers and cheap fees for chain integration, enabling widespread use. Public chains will become a battleground for sovereign competition.$Coinbase(COIN.US) $Robinhood(HOOD.US) $Circle(CRCL.US) $Digital currency concept(CP00079.US)

Coinbase

Robinhood

Digital currency concept

Ethereum Foundation Unstaking from Lido

Ethereum Preparing for Glamsterdam Upgrade, Increasing Gas Limit

Grayscale Ethereum Trust reports 34% decrease in net assets for Q1 2026

Grayscale Ethereum Staking ETF Reports Q1 2026 Financials

Linea Transfers ZK rollup Infrastructure to Layer Foundation Development Trust to Enhance Ethereum Scalability

A Whale Buys 7447.7 ETH

Vitalik Buterin Delivers Speech on Ethereum's Five-Year Technological Evolution

Vitalik Buterin Outlines Ethereum's Four-Year Roadmap at Web3 Carnival

DefiLlama Founder States No WETH Positions Facing Immediate Liquidation Risk Currently

Ether.fi plans to provide $3 billion worth of Ethereum to ETHGas market over three years

Ether Price Surges Over 8.04% in 24 Hours

Grayscale Ethereum Trust Implements Delayed Delivery of Redemption Orders to Address Liquidity Constraints

Ultrasound.money data shows Ethereum's net supply increased by 81,790.88 in the past 30 days

Whale 0xC551 Increases Holdings of 8,662 ETH in One Month

Whales in ETH are now net profitable, surge in active addresses suggests ETH uptrend

Ethereum Foundation Deploys 3,400 ETH to Morpho Vaults

Grayscale Staked 19,200 Ethereum

Vitalik Suggests Ethereum Simplify Architecture with Standardized Solutions in the Short Term

Vitalik Buterin Proposes Solutions to Curb Ethereum Block Builder Centralization

Ethereum Foundation Launches Strawmap Roadmap for Seven Forks

Amesite

InMed Pharmaceuticals

Meiwu Tech

Co-Diagnostics

Phoenix Asia

Generation Income Properties

MetaVia

Rubico

Virax Biolabs

Agilysys

FETH

Canaan (NASDAQ:CAN) reported Q1 2026 revenues of $62.7 million, meeting guidance despite market challenges from Bitcoin price declines. The company expanded its mining operations and acquired a 49% stake in three Texas mining sites. Canaan's installed hash rate increased to 11 exahash per second, maintaining a digital asset treasury of 1,808 Bitcoins and 3,952 Ethereum. For Q2, management projects revenues between $35 million and $45 million, emphasizing cost control and strategic growth in energy and computing infrastructure.

Fidelity

Canaan

Fidelity Ethereum Fund

Fidelity Wise Origin Bitcoin Fund - ETF

ARK 21Shares Bitcoin ETF

Proshares Ether Strategy ETF

VanEck Bitcoin ETF

Bitwise Bitcoin ETF

CoinShares Bitcoin ETF

ProShares Bitcoin Strategy ETF

Global X Blockchain ETF

Grayscale Bitcoin Miners ETF

Valkyrie Bitcoin and Ether Strategy ETF

Bitwise Bitcoin Std Corporations ETF

Canaan Q1 2026 Earnings Call Transcript

RIOT

GLXY

ETHV

IBIT

The Senate Banking Committee has advanced the Digital Asset Market Clarity Act with a 15-9 vote. Last-minute amendments gained support from two Democratic senators but raised concerns about decentralized finance (DeFi) oversight. The changes removed protections for non-controlling blockchain developers, allowing regulators to classify some protocol participants as securities intermediaries. The bill will merge with the Senate Agriculture Committee's version before a full Senate vote.

CoinLive

Riot Platforms

Galaxy Digital

Defiance Leveraged Long + Inc MSTR ETF

Invesco Galaxy Ethereum ETF

Franklin Bitcoin ETF

Franklin Ethereum ETF

GraniteShares 2x Long MARA Daily ETF

WisdomTree Bitcoin Fund

Siren ETF Trust Siren Nasdaq NexGen Economy ETF

GraniteShares 2x Long MSTR Daily ETF

T-REX 2X Long MSTR Daily Target ETF

IShares Ethereum Trust ETF

Daily Target 2X Long MSTR ETF

Direxion Daily Crypto Industry Bull2XETF

Leverage Shares 2x Cpd Acclrtd MSTRMnETF

Invesco Galaxy Bitcoin ETF

Roundhill MSTR WeeklyPay ETF

VanEck Ethereum ETF

Bitwise Ethereum ETF

21Shares Ethereum ETF

Defiance Daily Target 2X Short MSTR ETF

Amplify Transform Data Sharing ETF

iShares Bitcoin Trust ETF

Grayscale Ethereum Mini Staking ETF

Defiance Daily Target 2X Long RIOT ETF

Roundhill COIN WeeklyPay ETF

Senate Banking Committee Advances Digital Asset Market Clarity Act Amid DeFi Oversight Concerns

BTCS

ABTC

MARA

BTBT

The DePIN crypto ecosystem has faced challenges, with many projects failing to utilize idle resources effectively and becoming monopolized by large players. A new project, dphn.ai, aims to incentivize diverse nodes for AI inference tasks, allowing equal chances for rewards regardless of computing power. However, it faces potential competition and limitations in supporting closed-source models. Its current success may be short-lived if demand increases and competitors enter the market.

- The author argues that many DePIN projects fail to utilize idle resources effectively, often leading to monopolization by larger players, as illustrated by Filecoin's evolution.  
- The comparison with Bitcoin highlights that while Bitcoin allows nodes with varying computing power to participate and earn rewards, many DePIN projects do not provide fair access to all resource holders.  
- A specific project, dphn.ai, shows promise in the AI and crypto space by incentivizing diverse nodes for AI tasks, though it faces challenges such as low technical barriers and reliance on open-source models.

American Bitcoin

Core Scientific, Inc.

Bakkt

Mara

Bit Digital

Bitfarms Canada

CleanSpark

Hut 8 Mining

Bitdeer Tech

iShares Staked Ethereum ETF

OpenAI

New Observations on DePIN in the AI + Crypto Field

Seven core members have left the Ethereum Foundation in recent months, raising concerns about the organization's stability and the Ethereum ecosystem's future. The departures coincide with EF's internal restructuring aimed at improving execution efficiency and governance transparency. Despite a new mission statement and leadership changes, the loss of experienced contributors may hinder Ethereum's development, as they face competition from other chains offering significantly higher salaries. The Protocol team's restructuring is seen as critical for the long-term evolution and security of Ethereum.

- The Ethereum Foundation (EF) has experienced significant leadership departures amid restructuring efforts to enhance efficiency and address governance concerns.  
- In recent months, key figures have left, raising alarms about talent retention and potential impacts on Ethereum's development roadmap, particularly with the delayed Glamsterdam upgrade.  
- While some in the community view this turnover as part of necessary changes, others worry about the long-term implications for Ethereum's growth and security amid evolving competitive pressures.

Seven core members left Ethereum in four months. What's wrong with Ethereum?

TokenomicsTokens are exploding, prices are surging, and CFOs everywhere are discovering that “move fast and break things” gets very expensive when every prompt has a meter running.Explosion

ZeroHedge

Bitwise Solana Staking ETF

GraniteShares 2x Long COIN Daily ETF

Tokenmaxxing: Bye Bye Fixed Costs: AI Becoming A Metered Utility Headache

The number of active crypto developers has dropped from 45,000 to 23,000, but the count of experienced developers is at a historic high. Many are moving to the AI sector, leading to a re-evaluation of blockchain talent in areas like computing power aggregation and agent payments, creating new opportunities in the industry.

Grayscale Bitcoin Mini Trust ETF

Galaxy Digital Holdings Ltd.

Leverage Shares 2X Long GLXY Daily ETF

T-REX 2X Long GLXY Daily Target ETF

Grayscale Solana Staking ETF

Blockchain Developer Numbers Shift Amid AI Migration

GBTC

Kevin O'Leary, a prominent investor, distinguishes Bitcoin as a 'speculative asset' due to its volatility, while asserting that stablecoins hold 'real value' backed by U.S. Treasuries. He emphasizes the efficiency of stablecoins for financial transactions and highlights the potential of tokenizing S&P 500 elements on blockchain. O'Leary advocates for investing in cryptocurrency infrastructure, considering Bitcoin and Ethereum as the 'gold standards' of the market.

- Kevin O’Leary highlights the difference between Bitcoin, described as a volatile speculative asset, and dollar-denominated stablecoins, which have value due to being backed by U.S. Treasuries.  
- He emphasizes that stablecoins enable fast, low-cost transfers compared to traditional transfer systems and sees potential in tokenizing economic elements on the blockchain.  
- O’Leary advocates for investing in cryptocurrency infrastructure and believes Bitcoin and Ethereum are sufficient to capture most market volatility.

benzinga_article

Grayscale Bitcoin Trust BTC - ETF

Direxion Daily Crypto Industry Bear1XETF

Bitwise MARA Option Income Strategy ETF

Leverage Shares 2X Long COIN Daily ETF

S&P 500

Kevin O'Leary Says 'Volatile' Bitcoin Is 'Speculative'—But Stablecoins Have 'Real Value'

Several key members have left the Ethereum Foundation (EF) in recent months, further impacting the morale of the Ethereum community. According to PANews, this comes at a time when the price of ETH is relatively low.

Ethereum Foundation Faces Departure of Key Members Amid Low ETH Prices

Harvard University has significantly reduced its Bitcoin ETF stake to $117 million and completely exited its Ethereum ETF holdings in Q1 2026. This marks a decline in its crypto ETF investments for three consecutive quarters, down from a peak of $442 million in Q3 2025. In contrast, some sovereign funds have increased their Bitcoin ETF investments while other endowments have adjusted their crypto strategies.

Harvard slashes Bitcoin ETF stake, exits Ethereum entirely

OKX has launched USDSⓈ-M Options on Bitcoin and Ether, providing dollar-denominated margin, premium, and settlement for traders in the UAE and Australia. This new product aims to meet institutional compliance needs by allowing margin posting and settlement in USD, USDC, or USDG. The options integrate into OKX's unified margin pool, enabling efficient management of options and derivatives without collateral fragmentation.

Grayscale Ethereum Staking ETF(ETHE.US)