Hey crypto addicts,

Bitcoin broke $81,000 overnight. Its highest level since January. And for the first time in months, the data behind the move is actually encouraging.

A bullish MACD crossover appeared on the weekly chart back on April 13. Since then, BTC has gained 15%. Analyst Ali Martinez is now asking out loud whether Bitcoin is heading to $100,000, pointing to similar weekly MACD crossovers that preceded major multi-month moves in prior cycles. 👀

The institutional picture supports the momentum. US spot Bitcoin ETFs pulled in $532 million on May 4 alone, following $630 million on May 1. That is $1.16 billion in two sessions. Whales bought 4,527 BTC worth $362 million in 24 hours simultaneously.

The honest caveat: Santiment data shows Bitcoin on-chain activity dropped to two-year lows despite the price breaking $80K. Fewer wallets active. Fewer new users joining. The rally is being driven by whales, ETFs and short liquidations rather than broad retail participation. That is a thinner foundation than it looks. 😅

The next key resistance sits at the 200-day EMA at $82,228. A confirmed daily close above that opens $89K as the next major target.

$81K is in. $82K is the line. Everything above that is open sky. ☕

What we’ve covered for you today:

Anthropic has launched a $1.5 billion joint venture with Goldman Sachs, Blackstone and Hellman & Friedman, backed by Apollo, General Atlantic and Singapore's sovereign wealth fund GIC.

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Saylor has competition. And it is wearing a suit in Tokyo.

Metaplanet, Japan's largest corporate bitcoin holder, has issued 8 billion yen in zero-interest bonds to fund additional bitcoin purchases, with the entire offering bought by Cayman Islands-based EVO Fund.

Zero interest. Meaning they borrowed $50 million and are paying nothing for it.

This marks Metaplanet's 20th bond issuance. The company now holds 40,177 BTC, making it the third-largest listed bitcoin treasury in the world.

The context worth knowing: Metaplanet reported a $619 million net loss for fiscal 2025, largely driven by unrealized markdowns on its bitcoin stack.

Deep in paper losses. Still buying. Zero hesitation. 😅

The ambition is enormous. Metaplanet has publicly stated targets of 100,000 BTC in 2026 and 210,000 BTC in 2027, which would be roughly 1% of the entire Bitcoin supply.

One company. Zero interest. Infinite conviction. Japan is not playing around. ☕

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OnRe Finance, a Bermuda-licensed reinsurance company built on Solana, has raised $5 million in a Series A round co-led by Forward Industries and RockawayX. Forward has also separately committed to deploying up to $25 million into OnRe's yield-bearing token ONyc.

Here is why this matters.

Reinsurance is where insurers offload risk to third parties. It is a $600 billion market that has historically been the exclusive domain of large institutional allocators. OnRe is putting it on-chain, using tokenization and smart contracts to handle underwriting, capital flows and settlement that currently require mountains of paperwork and bilateral treaties.

ONyc gives holders exposure to a diversified portfolio of underwriting risk, earning 9 to 15% APY from reinsurance premiums and collateral yield. It is integrated across Kamino, Orca, Raydium and Loopscale, meaning it can be used as active DeFi collateral while still earning base yield. 📊

Forward Industries is the largest corporate holder of Solana with over 7 million SOL on its balance sheet. Describing this as a "natural extension" of its Solana treasury strategy is an understatement.

The global reinsurance market is going on-chain.

Solana is the blockchain it picked

About time. ☕

Rounded Bottom?

Bitcoin has rallied above $80,000 and for the first time in a while, the price action is not showing clear signs of a top being in place.

That is worth paying attention to.

The overall structure is beginning to resemble a rounded bottom formation. For those unfamiliar, a rounded bottom is a gradual, curved reversal pattern that forms after a prolonged downtrend. It does not signal an immediate explosive move. It signals a slow, methodical shift in momentum from sellers to buyers.

If this pattern plays out, expect further consolidation after the current move exhausts itself before any meaningful upside continuation. Rounded bottoms take time. Patience is the strategy here.

The critical variable in all of this is volume.

The current rally above $80K needs to be confirmed by a significant influx of buying volume on the next major move. Low volume continuation from here would be a warning sign that the move lacks conviction and could fade back into the range.

High volume on the next push higher would be the clearest signal that the structure is genuine and that the broader trend is shifting.

Two scenarios. One indicator.

Watch the volume on the next candle that matters. The chart is building something. Whether it is real depends entirely on who shows up to confirm it.

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South Korea’s major crypto exchanges are pushing back against a proposed rule that would require all overseas crypto transfers above 10 million won (around $6,800) to be automatically reported as suspicious. Industry group DAXA argues this would overwhelm the system, increasing reports from roughly

The U.S. SEC has delayed the launch of several prediction market ETFs, raising concerns around how these products actually work and the risks they may pose to investors. Regulators have asked issuers like Bitwise, Roundhill, and GraniteShares for more clarity on product structure, mechanics, and disclosures, effectively

Aave has filed an emergency motion in a New York court to lift a restraining notice that is blocking the transfer of around 30,766 ETH (roughly $71M) recovered from the Kelp DAO exploit. The funds were originally frozen by Arbitrum to help compensate affected users, but a U.S. law firm is attempting to claim them to satisfy $877 million in judgments linked to North Korea

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