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SoftBank Group stated that as of the end of March, the accumulated book profit from its investment in OpenAI was $45 billion. By April 2026, a total of $20 billion in loans had been utilized, primarily for investing in OpenAI, of which $2.5 billion was repaid in that month.

Since BIT (formerly Matrixport) launched its U.S. stock business in February 2026, the user asset scale (AUM) has exceeded $200 million. According to the platform's records over the past 12 weeks, 98% of the capital inflow comes from stablecoin deposits (without card deposits).BIT builds a compliant path through licensed brokers, eliminating the cumbersome process of opening bank cards, allowing users to open a U.S. stock account in just 5 minutes and buy real U.S. stocks on the same day.Elio Cui, head of BIT's brokerage business, stated, "AI has made U.S. stocks the strongest asset for global wealth effects once again. Thanks to over 7 years of institutional service experience and the accumulation of compliance licenses, BIT has successfully bridged the gap between digital assets and traditional finance, helping investors quickly seize investment opportunities. Global asset allocation and capital deployment capabilities are becoming a fundamental skill for every investor. Those lacking this capability may be excluded from core asset opportunities."

According to Times Brasil, the decision-making committee of the administrative sanctions procedure under the Central Bank of Brazil imposed a fine of approximately $3.15 million on Banco Topázio and prohibited it from conducting over-the-counter foreign exchange business for virtual asset trading for the next two years.Regulators stated that Banco Topázio had deficiencies in customer qualification review, customer registration, and anti-money laundering and counter-terrorism financing controls while handling approximately $1.7 billion in related business from October 2020 to September 2021, and failed to report unusual transactions to Coaf. Officials from the Central Bank of Brazil indicated that similar restrictions may also apply to other institutions involved in cryptocurrency business in the future.

Sota Watanabe, CEO of Japanese Web3 infrastructure company Startale, stated that the world's first bank-backed yen stablecoin, JPYSC, will be launched within a few months. The goal is to use the yen as the lowest-cost financing currency to invest in high-growth assets on-chain, such as U.S. stocks.In March of this year, Startale Labs announced the completion of a $63 million Series A funding round, led by Sony Innovation Fund, with participation from Asian industry and financial giants such as Samsung Next, UOB Venture Management, and SBI Holdings.

Crypto journalist Eleanor Terrett disclosed on the X platform that since last Friday, members of the American Bankers Association have sent over 8,000 letters to Senate offices urging lawmakers to amend the stablecoin revenue compromise proposal. Sources say this does not include additional phone lobbying activities.

According to Jinshi reports, ECB board member Nagel stated that the possibility of the European Central Bank raising interest rates is continuously increasing.

According to Jinshi reports, Federal Reserve's Goolsbee stated that without the independence of the central bank, inflation will return.

In April, the CPI in the United States increased by 3.8% year-on-year, reaching a new high since May 2023, exceeding the market expectation of 3.7%. Previously, on May 8, Bank of America economists stated in a report to clients that due to inflationary pressures remaining above expectations and robust job growth, they have abandoned their earlier predictions of rate cuts in September and October this year, postponing the first rate cut to the second half of 2027.The previous view was based on the expectation that Trump would nominate Kevin Warsh to replace Powell as the chairman of the Federal Reserve, leading to a more accommodative policy. However, with changes in the economic situation, this view has shifted. The report mentioned, "We no longer expect the Federal Reserve to cut rates this year." They also pointed out that multiple shock factors affecting the economy, including the war in Iran, tariffs, and the rise of artificial intelligence, have made predicting interest rate changes more difficult.

According to CoinDesk, Denis Beau, the Deputy Governor of the Bank of France, has publicly called for a joint effort from the European public and private sectors to promote the development of euro tokenized currency in response to the dominance of the US dollar stablecoin. This move stands in stark contrast to the position of European Central Bank President Christine Lagarde, who is cautious about private stablecoins, believing that USDT, USDC, and others pose financial stability risks, and favors a central bank-led digital euro plan expected to be implemented by 2029.Beau proposed a "triple objective" for Europe: to adapt central bank currency services, to promote the issuance of pan-European tokenized private currency by regulated institutions, and to strengthen the MiCA regulatory framework. His stance is highly aligned with the Qivalis consortium, which consists of 12 major European banks including ING, BBVA, and BNP Paribas, and plans to launch a private digital euro within this year. Beau also revealed that the euro system will launch its first tokenized wholesale central bank currency service by the end of the year.

Genius Group, a Bitcoin treasury company listed on NASDAQ, disclosed that it has made a strategic investment of $5 million in the digital bank Jewel Bank, acquiring a 9.9% stake in the company. It is reported that Jewel Bank is developing a dollar-pegged stablecoin, JUSD, which is planned to be backed by a 1:1 cash and U.S. Treasury reserve, aiming to launch in the second half of 2026. Additionally, it will introduce a real-time settlement system and white-label banking and stablecoin infrastructure services for enterprises. Following this investment, Genius Group will also enter the regulated digital banking and stablecoin issuance sector.

According to Jinshi News, Sarah Hammoud, a foreign exchange strategist at the Commonwealth Bank of Australia, stated that the risk is that U.S. core inflation may be higher than the market consensus due to the spillover effects of energy prices on other prices such as airfare and food. If U.S. core inflation is higher than expected, it will push up U.S. yields and the dollar exchange rate. The market generally expects that the CPI data will reinforce expectations that the Federal Reserve will maintain interest rates unchanged in the short term, and traders have ruled out the possibility of rate cuts this year.

According to Jinshi reports, Danske Bank analyst August Hyldgaard stated in a report that Tuesday's U.S. consumer inflation data may reinforce the Federal Reserve's wait-and-see stance. "If the data exceeds expectations on the upside, along with strong labor market data, it will keep the Federal Reserve in its current wait-and-see mode."

According to CoinDesk, billionaire hedge fund manager Ray Dalio stated that Bitcoin's lack of privacy protection, with transactions being monitorable and potentially controllable, is a primary reason why central banks are reluctant to hold Bitcoin. Dalio mentioned that about 1% of his portfolio is allocated to Bitcoin, but he believes that the transparent ledger characteristic of Bitcoin makes it difficult to serve as a reserve asset.Dalio also pointed out that Bitcoin has a 90-day correlation coefficient of 0.89 with the Nasdaq index, and about 79% of its price fluctuations can be explained by the performance of tech stocks, which undermines its function as an independent store of value. Furthermore, the market size of Bitcoin is still relatively small compared to gold and is more susceptible to influence; Dalio believes that gold still plays a more central role in the global system.

According to The Block, the U.S. Senate Banking Committee has released an updated 309-page text of the Clarity Act, which is set to be reviewed and voted on later this week. The new text includes language related to restrictions on stablecoin rewards, as well as provisions from the Blockchain Regulatory Certainty Act, clarifying that non-custodial developers do not fall under the category of money transmitters. Coinbase, which previously withdrew its support due to controversies over the stablecoin rewards provisions, has now shifted to support, but banking groups still believe the restrictions are insufficient.Meanwhile, the bill still does not include ethical constraints regarding profits from digital assets for the president and other federal officials. Democrats have stated that without relevant compromises, the bill will struggle to gain support.

According to Crypto in America, the U.S. Senate Banking Committee has scheduled a formal markup of the cryptocurrency market structure bill, the Clarity Act, for Thursday. The final text of the relevant provisions is expected to be published before the meeting, and lawmakers must submit amendments by the deadline.Previously, the initial review was temporarily halted due to opposition from industry insiders, including Coinbase CEO Brian Armstrong, regarding the stablecoin yield provisions. Currently, cryptocurrency institutions like Coinbase generally accept the new text, but some banks serving retail customers are still sending letters to the Senate through industry associations, requesting further tightening of the "interest on deposits" space for stablecoins to prevent depositor migration.Meanwhile, some Democratic lawmakers may vote against the bill in its entirety during the committee stage due to dissatisfaction with potential conflicts of interest clauses related to Trump and his family involving crypto. This could lead to the bill passing through the committee along party lines, but facing uncertainty in garnering bipartisan support in the full chamber later.

According to The Block, Rob Nichols, the CEO of the American Bankers Association (ABA), sent a letter to bank executives on Sunday evening urging them to contact senators to further tighten the provisions related to stablecoin rewards before the Senate Banking Committee's markup vote on Thursday.Nichols warned that the current draft fails to effectively prevent crypto companies from offering "interest-like rewards" to users, which could lead to significant outflows of bank deposits, threatening economic growth and financial stability.The current draft, negotiated by Senators Angela Alsobrooks and Thom Tillis, prohibits paying interest or returns to users holding stablecoins but allows rewards linked to real activities or transactions, a provision that has received support from Coinbase. The banking industry groups believe that the related exceptions contain loopholes that could be exploited and jointly sent a letter on May 8 to Committee Chairman Tim Scott and Democrat Elizabeth Warren, requesting technical revisions to the wording of the provisions.

According to market news, SoftBank CEO Masayoshi Son is in talks for a major data center project in France; the related deal may be announced this month.In addition, SoftBank CEO Masayoshi Son is considering making a multi-billion dollar investment.

According to Jinshi reports, Bank of America Global Research expects the Federal Reserve to cut interest rates by 25 basis points in July and September 2027, with previous predictions being rate cuts in September and October 2026.

According to Bloomberg, on the eve of the Senate Banking Committee's upcoming review of the digital asset bill, banking groups are proposing last-minute modifications to the compromise on stablecoin yields, aiming to completely ban stablecoin issuers from offering any form of rewards, rather than the previously allowed model of "users receiving rewards when actively using stablecoins."Six banking lobbying groups, including the American Bankers Association, stated in a letter that the exception clause in the senators' compromise would "harm deposits." The crypto industry quickly countered, with Coinbase Chief Legal Officer Paul Grewal stating on the X platform that the banking industry's proposal is not a "narrow adjustment," but rather aims to "stifle competition." Senators Angela Alsobrooks and Thom Tillis, who previously facilitated the compromise, issued a joint statement disagreeing with the banking industry's position, emphasizing that the compromise also allows crypto companies to offer other forms of customer rewards, and most importantly, provides a bipartisan path for the passage of the CLARITY Act.