10 #Bitcoin ETFs outflows 3,062 $BTC(-$302.76M) and 9 #Ethereum ETFs outflows 16,114 $ETH(-$53.01M) yesterday.

BitMEX co-founder Ben Delo has donated ￡36 million (approximately $49 million) to the UK’s Reform UK, after which crypto industry figure Christopher Harborne announced an additional matching donation. The two contributions combined total ￡72 million (roughly $97 million), setting a new record for both single and total donations to a UK political party. Harborne noted Delo’s donation prompted his decision to follow suit, expressing hope that Reform UK is prepared for governance, and stressing he “seeks nothing in return”. Delo said the donation is intended to ensure the next general election is “fair and competitive”. Reform UK leader Nigel Farage welcomed both donations. Earlier, Farage had been investigated for accepting large donations and gifts linked to the crypto industry. The related funds have also sparked discussions in UK political circles about the influence of crypto assets on politics and the regulation of political donations.

Swiss crypto asset platform Bitcoin Suisse stated in its 2026 Crypto Wealth Management Report that surging AI investments, rising government debt, and growing stock-bond correlation are eroding the risk-diversification ability of the traditional "stock-bond mix", further boosting the necessity of allocating to Bitcoin. The report projects that major U.S. cloud computing companies will exceed $800 billion in AI capital expenditure this year, potentially hitting $1 trillion by 2027. Bitcoin Suisse notes that AI investments are concentrated in a small number of tech firms, while related infrastructure construction is accompanied by large debt financing, which may further amplify concentration risks in investment portfolios. Backtesting of traditional portfolios by Bitcoin Suisse found that adding 1%, 2.5%, 5%, or 10% Bitcoin to portfolios consisting of stocks, bonds, gold, and money market assets improves both absolute returns and risk-adjusted returns. Specifically, when shifting bond allocations to BTC, the annualized yield rises from 6.2% (without BTC) to 7.2% with a 1% BTC allocation and 8.6% with a 2.5% BTC allocation. The report clarifies that Bitcoin is not a traditional safe-haven asset, but its scarcity and return drivers distinct from stocks and bonds are expected to provide a new source of diversification for investment portfolios.

OpenAI founder Sam Altman stated, “I agree with Dario Amodei, CEO of Anthropic, that we need to control the progress of frontier models. This has been a key topic in our recent discussions at OpenAI. The commitment to granting independent evaluators employee-level access is a good idea, and we will do the same. We will share more updates soon.” Earlier, Anthropic CEO Dario Amodei published a lengthy article arguing that the industry must slow the pace of advancing AI model capabilities. Slowing the pace does not mean halting model training or technological progress; rather, it is to ensure companies have sufficient time for AI alignment and model protection. Amodei also proposed that frontier AI companies in democratic countries coordinate to establish common safety standards.

According to Iran's Tasnim News Agency, citing informed sources, Iran and Oman have reached an understanding on entry and exit routes and passage arrangements for the Strait of Hormuz following intensive consultations, with the relevant agreement expected to be formally announced soon. Under the arrangements, routes entering the Persian Gulf will be entirely within Iran's territorial waters, while some routes departing the Persian Gulf will also lie within Iran's territorial waters, and vessels will transit in accordance with Iran's provisions. The source stressed that this understanding does not signify a reopening of the Strait of Hormuz; the southern route the US has insisted on opening will remain closed. Furthermore, Iran has submitted seven conditions to the US via intermediaries for reopening the Strait of Hormuz. Until these conditions are implemented and approved by Iran's highest-level bodies, the Strait of Hormuz will remain closed.

Jiang Zhuoer, founder of BTC.TOP (formerly LTCMine Pool), stated in a post that the most likely scenario for Bitcoin right now is to first clear the high liquidation zone around $76,000, with Ethereum (ETH) simultaneously testing its liquidation zone near $2,665. After clearing the $76k zone, two subsequent scenarios emerge: a) Bitcoin stops its decline and rebounds before hitting $75k, after which it is more likely to rally back to $80k, even touching the high resistance zone of $83k to $84k before a major correction; b) If Bitcoin decisively breaks below $75k, it will trigger a correction corresponding to its prior rally from $64k, projected to reach $70k to $72k before entering the next phase of the bull market. Jiang added that next week’s bill vote and Federal Reserve announcements could serve as key catalysts, so he is maintaining a neutral position: full short positions in BTC paired with full spot holdings in ETH.

According to GMGN data, the on-chain meme coin ANTHROPIG on the Robinhood chain briefly hit a new high of $9 million, currently trading at $7.61 million, with a 24-hour trading volume of $6.7 million. ANTHROPIG’s core narrative is “Anthropic Pig / Pigified Anthropic”, directly capitalizing on the hype around Long.xyz’s upcoming/already supported Anthropic tokenized 1x long position (ANTHROPICx1L). Trading is conducted via pairing on the Long.xyz platform with ANTHROPICx1L (Anthropic’s 1x long tokenized position). Long.xyz is a meme coin issuance platform on the Robinhood chain, focusing on an innovative “crypto-stock meme” model that ties traditional meme coins directly to tokenized U.S. stocks, forming a dual-driven mechanism of “sentiment speculation + real asset anchoring”. The platform allows users to issue meme tokens and pair them directly with on-chain U.S. stock tokens (such as NVDA, TSLA, AAPL, etc.) instead of traditional USDT or ETH pairs. A portion of transaction fees flows back to the community treasury to accumulate the corresponding U.S. stock tokens, creating a unique value capture model. Anthropic currently has high IPO expectations, but as it remains unlisted, direct long positions are difficult in traditional markets. On-chain platforms like this provide speculative exposure through such tokenized long positions paired with meme coins, representing an upgraded version of the earlier trend of pairing meme coins with stock tokens like NVDA. BlockBeats reminds users that related tokens have high price volatility and significant uncertainty, so users should exercise caution in their investments.