Coinbase added 1,103 Bitcoins to its holdings in Q1, bringing the total treasury holdings to 16,492 Bitcoins.

Jupiter Earn announced in a post that the liquidity crunch previously faced by Jupiter Lend has ended, and USDC withdrawals have now resumed. With liquidity replenished, the platform's previously surging capital utilization rate has also dropped back to normal levels.

According to data from BIT Stock Platform, Apple (AAPL.O) closed Friday with a market capitalization of $5.03 trillion, surpassing Nvidia (NVDA.O)’s $4.93 trillion to become the world’s most valuable publicly listed company. This marks Apple’s first recapture of the title from Nvidia since the end of July. On the day, Apple’s stock fell 1.2%, while Nvidia’s dropped 4.2%. Recent earnings results from Intel (INTC.O) and Amazon (AMZN.O) have amplified market concerns about returns on massive AI-related capital expenditures, while Alphabet (GOOG.O) and Meta Platforms (META.O) have also faced sell-offs recently. In contrast, Apple’s relatively restrained infrastructure investments and strong free cash flow have enabled it to show relative resilience amid the tech stock correction. Year-to-date, Apple’s stock has climbed 27%, while Nvidia’s has declined more than 10% over the past month.

Whale "Set 10 Big Goals First" (@jasonleo) shared in a post early this morning that despite BTC falling below $78,000 following a previous black swan event, he still believes this bull market has already started and stands by his earlier judgment that $58,000 is the bottom of this cycle. Jasonleo said he previously closed roughly two-thirds of his long positions near $76,000 to hedge against risks of extreme market moves like the October 11 crash. After observing the market over the past two days, if BTC stabilizes in the $76,000 to $78,000 range, he plans to re-add long positions and return to a full position. He further noted that the first phase bottom of this bull market is $118,000, the second phase target is $150,000 (double the $78,000 level), and he expects BTC to hit $120,000 within this year. Additionally, Jasonleo described BTC’s current price action as an extremely compressed spring, pointing out that the leading crypto has shown strong resilience amid multiple news shocks, and if positive macro signals emerge, the market could rebound rapidly. He also added that he typically keeps his leverage between 2x and 4x.

Blockchain analytics firm Chainalysis has issued a security incident notification, revealing that external attackers used agentic techniques this month to gain unauthorized access to its systems and internal tools. The team is currently conducting a full investigation into the unauthorized activities, patching vulnerabilities, and bolstering system security. According to Chainalysis, based on the evidence collected so far, there are no signs of unauthorized access to investigation materials (including charts, notes, case information), transaction or query results, plaintext passwords, multi-factor authentication (MFA) keys, or user session tokens. However, some non-sensitive customer data has been accessed, including platform user IDs, names, email addresses, and organizational role information, affecting relevant customers and their organizational members. Chainalysis is verifying the exact affected records and will release further details later. The firm also stressed that this security incident is unrelated to the recent Binance crypto asset theft.

Dallas Federal Reserve President Logan said Friday that under the current economic outlook, the U.S. Federal Reserve needs at least two more 25-basis-point interest rate hikes, totaling 50 basis points in policy rate increases, before pausing to assess economic and financial conditions for its next steps. This week, Logan was part of the Fed’s 10-2 voting majority, supporting keeping the federal funds target rate range at 3.75%–4.00%. She noted that current inflation still requires further curbing, with the policy rate needing to rise by at least another 50 basis points to sufficiently constrain the economy and push inflation back to the 2% target. Logan pointed out that tech investment prospects and geopolitical tensions are driving financial market volatility; in this context, gradual policy adjustments help households, businesses, and market participants adapt to higher interest rates, reducing the risk of unnecessary sharp deterioration in economic activity. She also emphasized that the Fed should clearly communicate its policy goals — a stance that differs from Fed Chair Walsh’s view that such policy guidance should only be provided during crisis periods. Logan added that the current financial environment still supports economic growth, and the rise in long-term borrowing costs mainly reflects investors’ expectations of economic expansion and higher interest rates, rather than a separate factor weighing on the economy. Even if the Fed skips a rate hike at a single meeting, it will not alter its ultimate policy target; as long as the market understands the Fed’s policy plan, the specific timing of rate hikes has a limited impact on long-term interest rates paid by borrowers.

According to data from the BIT stock platform, U.S. stocks closed on Friday: the Dow Jones Industrial Average initially fell 1.09%, the S&P 500 dropped 1.82%, the Nasdaq slid 2.86%, and the Philadelphia Semiconductor Index slumped 7.2%. Intel (INTC.O) plunged 28.58%, marking its worst single-day performance in at least four decades. SanDisk (SNDK.O) fell 14.1%, Qualcomm (QCOM.O) dropped 11.12%, AMD (AMD.O) slid 10.88%, Micron Technology (MU.O) declined 5.3%, NVIDIA (NVDA.O) fell 4.22%, Amazon (AMZN.O) dropped 1.41%, and Alphabet (GOOGL.O) fell 1.4%.