A crypto whale has executed its third ETH/BTC trade of the year, selling 4,695 ETH to purchase 133.8 BTC.

According to South Korean media reports, the Bank of Korea (BOK) has warned that single-stock leveraged ETFs linked to Samsung Electronics and SK Hynix could further exacerbate market concentration, amplify market volatility, and strengthen one-sided trading capital flows. In a written response submitted to People Power Party lawmaker Park Sung-hoon, the BOK stated: “Given that Samsung Electronics and SK Hynix account for more than half of South Korea’s total stock market capitalization and trading volume, expanding investment in single-stock leveraged ETFs may further intensify market concentration.” The central bank noted that as corporate performance or market expectations shift, increased capital inflows and outflows could cause these products to amplify one-sided trading. Furthermore, if the market undergoes a correction, retail investors may face larger losses, while rising ETF redemptions or portfolio rebalancing could also exacerbate price volatility for the relevant stocks. According to Yonhap News Agency, the Bank of Korea plans to step up monitoring of the impact of single-stock leveraged ETFs on the stock market and financial system.

According to agency reports, the number of vessels transiting the Strait of Hormuz along the Omani coastal route dropped sharply on Sunday. The day before, multiple vessels exiting the strait via this route abruptly turned around sharply, highlighting Iran’s continued tightening of control over this strategic waterway. A product tanker that turned back on Saturday appears to have attempted the transit again, and has now passed the northernmost tip of Oman’s Musandam Peninsula. Earlier, another product tanker transited the same route, publicly announcing its navigation intent, and is now broadcasting its position in the Gulf of Oman. Some other vessels opted for "dark transit" through the strait. A Suezmax crude oil tanker, after its last position broadcast in the Persian Gulf on Saturday, was spotted in the Gulf of Oman on Sunday. Between Friday and Saturday, at least 8 vessels abruptly turned around while transiting the Strait of Hormuz via the Omani route. Four of them subsequently altered course north, exiting the strait via the Iranian side’s channel. No official explanation has been provided for these vessels’ abrupt turnarounds. However, Iran has repeatedly stated in the past that vessels may only transit the Strait of Hormuz via routes designated and authorized by Iran. According to Kpler data, a total of 19 vessels transited the Strait of Hormuz in both directions on Saturday, but only 1 publicly indicated it would enter the strait via the Omani coastal route, compared to 13 vessels that used this route on Friday. The above statistics only cover observable navigation activities.

Barstool Sports founder Dave Portnoy recently told Fox Business’ *Varney & Co.* that he will not sell his Bitcoin holdings even if the cryptocurrency drops to zero. He told host Stuart Varney, “I’m holding on forever, even if it goes to zero,” adding that he would rather “go down with the ship” this time than repeat his past mistake of selling only to see prices surge afterward. Portnoy admitted he bought Bitcoin at a high near $100,000 and is now sitting on millions in unrealized losses. He confessed that his Bitcoin trade is “the biggest mistake I’ve ever made,” noting that every time he sells, prices skyrocket, and every time he buys, prices drop. Notably, Portnoy has a history of controversial moves in the meme coin space: In February 2025, he launched the GREED token on Pump.fun, bought 35.79% of its total supply, then dumped all his holdings at once, causing the token to crash 99% while he pocketed around $258,000 in profits. After facing backlash, he released GREED2 and JAILSTOOL in succession, admitting during a live stream that he “did consider a rug pull, and might still be thinking about it.” He has also been involved in the collapse of the LIBRA token, which was endorsed by Argentine President Javier Milei: he bought $4.5 million worth of the token, later recovering $5 million in compensation. Earlier, he settled a lawsuit related to SafeMoon for $20,000.

U.S. tech firms have pledged a record $850 billion in data center leases, up $570 billion year-over-year (+204%) and $200 billion quarter-over-quarter (+31). Meta added roughly $79 billion in new data center lease commitments in Q1 2026, a 76% quarter-over-quarter rise, bringing its total to around $183 billion. Microsoft added about $41 billion, a 26% QoQ increase, pushing its total to roughly $197 billion. Oracle leads with a total commitment of approximately $250 billion, and has secured key data center resources for its partnership with OpenAI. This signals that demand for AI infrastructure is entering a long-term structural growth phase, with supporting industries like semiconductors, energy, and liquid cooling set to benefit continuously. Meanwhile, surging computing power demand may further exacerbate GPU supply shortages, providing support for AI concepts and valuations of related tokens. Click the original link below to join Beating · Feishu AI News Channel, which monitors global AI hotspots and news 24/7.

According to monitoring by Onchain Lens, whale address "FU76ac" has deposited approximately $2.76 million worth of USDC into Kamino Finance's lending vault. The funds were routed via the Invest function of the Kvault Program to Kamino Lending Program for participation in lending activities and generating returns.

The New York Times published an article stating that, amid the U.S. reaching an understanding with Iran and the Trump administration adjusting its Middle East policy, rifts between U.S. President Donald Trump and Israeli Prime Minister Benjamin Netanyahu are growing, and U.S.-Israel relations are at a critical turning point. The report said Trump had reportedly privately criticized Netanyahu for escalating military actions in Lebanon, telling him "everyone hates you now". U.S. Vice President J.D. Vance recently publicly stated that Israel "cannot rely on constant warfare to solve all its national security issues", emphasizing that U.S. and Israeli interests are not always aligned. Recent public criticism from the U.S. administration toward the Israeli government has sparked discontent among Israeli domestic conservatives and Netanyahu’s pro-Netanyahu camp. A latest poll shows that Trump’s approval rating among Israeli citizens has dropped significantly after the U.S. signed a memorandum of understanding with Iran. The article argues that Israel’s long-held security strategy of relying on military force to achieve "total victory" is facing growing skepticism. Against the backdrop of ongoing wars and deepening international isolation, no matter who comes to power in the future, Israel will have to reassess its security strategy and foreign policy.