The US Treasury Department will announce the size of its US Treasury repurchases tomorrow, with markets closely watching the scale of Scott Bessent’s actions.

CryptoQuant analyst Darkfost pointed out that during the minor pullback after Bitcoin broke above $80,000, a relatively positive on-chain signal has emerged: the proportion of native Bitcoin supply held by Long-Term Holders (LTHs, addresses holding BTC for more than six months) has risen significantly. The logic behind this is that many coins purchased during the pullback have not been flipped quickly; instead, they are being held until they cross the six-month holding threshold, shifting from Short-Term Holders (STHs) to LTHs. This “buy the dip and hold tight rather than trade frequently” phenomenon typically occurs in bear markets or during sharp declines, reflecting reduced trading willingness among market participants and a preference for long-term holding. Darkfost considers this shift positive, noting that Bitcoin held by LTHs is usually “more stable” with lower liquidity and less prone to being sold off easily. An increase in such coins helps build a more solid support base. While this is a long-term positive development, it is not an immediate signal to reverse the market trend—bottoms are formed gradually over time. Most current market participants believe that a bottom region is taking shape, and the migration of coin supply structure is itself part of the bottom formation process.

According to official announcements, OKX Wallet has officially launched its "Leverage Trading" feature, integrating Aave lending and DEX spot swaps into a unified trading workflow. Users can go long or short on relevant assets on X Layer via their self-custody wallet. The feature is now available on the "DEX > Leverage Trading" page of the OKX App, requiring users to update the app to the latest version. The initial phase supports assets including BTC, ETH, and SOL. It is reported that users can view key information such as estimated transaction outcomes, borrowing interest rates, health factors, and estimated liquidation prices before placing orders. Each on-chain transaction requires separate user authorization, and it should be noted that leverage trading involves borrowing, incurs interest, and carries liquidation risks.

Beating AI Express News: Herdr has released version 0.9.0, adding multi-machine management functionality. It is a tmux alternative designed exclusively for coding agents, enabling users to run Claude Code, Codex, Cursor Agent CLI, and other agents in a unified background, switch between them, and check their status. Even if the terminal is closed or SSH disconnects, the agents will continue operating. Now, a single Herdr client can connect to both local and multiple SSH machines, organizing projects and agents from different devices in the same sidebar. Users can directly see which agent is working, waiting for approval or queries, and click to resume operations. Currently, these agents cannot call or collaborate across machines; cross-machine agent collaboration remains in the roadmap.

According to BIT (bit.com) market data, BNB Treasury Company BNC (CEA Industries), a U.S.-listed stock, saw its pre-market rally pull back to 70%, with its pre-market price now at $5.9 and current market capitalization around $240 million. Additionally, as of April 30, 2026, it disclosed holding 515,500 BNB, worth approximately $390 million. For a company with a market cap of roughly $240 million, its asset value far exceeds its valuation. Furthermore, from December 2025 to June 2026, a conflict erupted between YZi Labs, the company’s asset manager 10X Capital, and its board of directors. YZi accused the other parties of deviating from the BNB strategy, mismanagement, and conflicts of interest, and launched a consent solicitation, which was once dubbed by the public as a "coup to take over BNC’s board". On June 23 and 24, 2026, the two sides signed a cooperation agreement to formally end the proxy fight. Three new directors were appointed, including YZi partner Alex Odagiu who assumed the role of interim president, and YZi withdrew its consent solicitation. To onlookers, this was a "reconciliation". For more coverage, see "The Short Squeeze Narrative Hits BNB Chain: What’s the Logic Behind Surging 4Stock?"

Well-known trader Bonk Guy’s publicly disclosed portfolio on the Fomo platform is worth $19.69 million, with a 24-hour drawdown of $2.62 million and a $7.17 million gain over the past seven days. “I am very confident my portfolio will hit new highs and reach $50 million,” he said. Below is a breakdown of Bonk Guy’s current portfolio (only including tokens with holdings valued over $200,000): - PONS: $7.6792 million, 11241.27% return - USELESS: $3.7897 million, 336.69% return - MarsCoin: $3.5803 million, 265.56% return - MEME: $1.0581 million, 119.58% return - Basecat: $869,900, 76.11% return - A token valued at $322,500, 108.24% return - microduck: $231,400, 650.42% return - PAIR: $223,900, 581.86% return

Samsung Electronics has inaugurated an advanced semiconductor packaging R&D facility in Yokohama, Japan. The company previously announced plans to invest approximately 40 billion yen over the five-year period starting in 2024 to expand the lab’s research hardware and boost its advanced packaging technology capabilities. The advanced packaging lab will collaborate with local Japanese firms, universities, and research institutions to develop next-generation packaging materials and processes. Samsung aims to grow the facility’s research team to more than 100 personnel by 2027.