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NodeStrategy: The first Ordinals DAT project, bringing the Strategy Treasury narrative onto NFTs
Author: 798.eth
The first project on Bitcoin claiming to be an Ordinals DAT project is NodeStrategy. It takes MicroStrategy’s treasury narrative and brings it to NFTs—buying monkeys for the treasury, buybacks and burns, and the “number go up” idea. It sounds very smooth. But it’s currently trading at a 0.46x deep discount, and the price is staying flat. The problem is in the design itself. The fuel that powers this machine, and the cage that locks this machine in place, are the same thing: the 10% transaction fee. We’ll break it down step by step.
First, let’s talk about what NodeStrategy is. It’s a Bitcoin Rune Token called NODESTRAT, with a total supply of 1 billion. It calls itself The Perpetual Monke Machine—the first Ordina on Bitcoin L1.
ORDI-1.13%
BTC0.79%
RUNE3.41%
L1-0.06%
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‘Developed ecosystem’ based on crypto has sprung up for AI agents: Report
Stablecoins became the default settlement layer for AI agents as crypto payment rails can handle sub-dollar transactions more efficiently, says a report from Keyrock.
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3 Things That May Move Bitcoin and Crypto Markets This Week
Crypto markets have remained flat over the past day, but had a weekend boost after US President Trump hinted that a “largely negotiated” deal with Iran was imminent.
“It also appears further progress has been made toward a 60-day ceasefire extension for the Iran War,” said the Kobeissi
BTC0.79%
HYPE2.36%
ZEC3.94%
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Will ETH once again see a capital inflow? Sharplink and BitMine are added to the Russell Index list
Author: Blue Fox Notes
Two publicly traded companies related to Ethereum (ETH) — Sharplink SBET and BitMine BMNR — will officially be included in the U.S. Russell Index on June 29, 2026 (U.S. stock market open).
Current situation:
How to understand?
Imagine the United States has a super huge passive investment “automatic shopping system,” such as passive index funds, ETFs, pension funds, 401(k) plans, and so on.
They don’t pick stocks themselves. Instead, they strictly buy exactly how much based on which companies are included in the Russell Index list and how much weight each one has.
With SBET and BMNR added to the list this time, it’s equivalent to:
> Opening the “passive capital gate” for SBET and BMNR, allowing millions of regular investors who don’t trade crypto and don’t understand Ethereum to automatically hold them—like opening the door to
ETH-0.58%
SBET-3.85%
BMNR-3.62%
US20001.64%
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Vitalik's new article: The Foundation is just an ordinary node; maintaining ETH's value depends on the big players stepping up
Author: Vitalik Buterin
Translation: Yuliya, PANews
On May 25th, Ethereum co-founder Vitalik Buterin published a personal long article about the future development direction of the Ethereum Foundation (EF). In the article, he elaborated in detail on the organizational transformation the foundation is undergoing, strategic adjustments in resource allocation, and how Ethereum should maintain its uniqueness amid the increasingly competitive wave of technological advancements. He emphasized that Ethereum's core competitiveness does not lie in simply pursuing extreme TPS, but in excelling in censorship resistance, decentralization, and security (CROPS). The following is the translated original content.
Regarding where the Ethereum Foundation (EF) should go in the future, I want to share some of my personal views.
First, I declare that this is just my personal opinion. The foundation is not solely decided by me, and I do not have any voting rights on the board.
ETH-0.58%
BTC0.79%
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Did Futu's fines become a positive for Hyperliquid?
Author: Thejaswini M A
Translation and compilation: BitpushNews
Bitpush Note:
On May 22, 2026, the China Securities Regulatory Commission dropped a heavy bombshell: it plans to impose severe penalties on institutions engaging in illegal cross-border operations, such as Tiger Securities, Futu Securities, Changqiao Securities, and others. Not only will they face hefty fines, but all illegal gains related to domestic and overseas entities will be confiscated according to law, and during the two-year rectification period, all related domestic operations will be fully shut down, with existing mainland clients only allowed to sell. Once this news broke, related US stock brokers plummeted over 40% in pre-market trading.
As compliant cross-border channels are gradually blocked one by one, where will the funds that still yearn to allocate global assets, participate in pre-IPO pricing of companies like SpaceX, or trade any asset at any time and place, flow to?
The answer seems to have already begun to emerge: flowing into RWA, flowing into Hyperliqu
HYPE2.36%
SPACEX-0.07%
RWA-0.97%
BTC0.79%
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Bitcoin Price Climbs Into Resistance As Bears Defend Critical Levels
Bitcoin price started a recovery wave above the $76,500 zone. BTC is consolidating and might aim for more gains if it clears the $77,450 resistance zone.
Bitcoin Price Eyes Fresh Gains
Bitcoin price remained supported above the $75,000 zone. BTC formed a base and settled above $76,200 to start a
BTC0.79%
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Make a quick profit of 2.4 million; these 9 insider addresses understand the US-Iran war best
Byline: Mahe, Foresight News
On May 18, Bubblemaps founder Nicolas Vaiman and investigation director Deebs (a former U.S. military officer who has kept his real name confidential for security reasons) disclosed to the public that they found nine highly correlated anonymous accounts on Polymarket. In total, the accounts netted more than $2.4 million from prediction markets related to U.S. military operations, with a win rate as high as 98%.
Bubblemaps analyzed these accounts in detail on Twitter, noting that they almost exclusively bet on military events tied to the 2026 U.S.-Iran conflict. The timing of their bets was disturbingly precise—often placing wagers several days before major actions took place—and they favored long-term picks with low odds.
This is not simply a matter of “good luck.” Bubblemaps used technology to analyze Polymarket.
KALSHI5.81%
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Analysis: The Bitcoin trend model has shifted to bearish, with $76,088 as the main bull-bear dividing line.
PANews May 25 News, according to 10x Research analysis, the Bitcoin trend model has just turned bearish. The current market faces multiple pressures: the "never sell" strategy narrative has shown cracks, Michael Saylor hinted that the company may eventually sell some of its 843k BTC holdings, and since May 7, this shift has triggered $2.7 billion in ETF outflows. Bitcoin ETFs saw a total net outflow of $1 billion in May, with $2.7 billion concentrated in the past two weeks, and the outflow rate is accelerating.
On the macro level, inflation is the main risk factor for most Bitcoin investors mispricing. Inflation is negatively correlated with Bitcoin returns, and rising oil prices will still impact CPI data over the next 2 to 3 months. The bond market has fully priced in a rate hike by the Federal Reserve before the end of the year. In terms of market structure, Bitcoin volatility is at the 6% percentile in history.
BTC0.79%
ETH-0.58%
HYPE2.36%
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Analysis: Bitcoin's apparent demand has dropped to the most pessimistic level this year.
PANews, May 25 – CryptoQuant analyst Darkfost posted on X platform analyzing that Bitcoin's apparent demand has dropped to the most bearish level since the beginning of the year, estimated to be close to -147k BTC. The last time such a pessimistic market sentiment occurred was in December 2025. Apparent demand is calculated as the difference between newly issued Bitcoin and the supply that has not moved for over a year, used to measure whether structural accumulation is sufficient to absorb new network supply. This development indicates that demand continues to shrink; if spot demand does not see a substantial recovery, the momentum driven solely by the futures market may not sustain a lasting rally. Futures can support short-term momentum and amplify price volatility, but a sustained bullish phase typically requires genuine spot demand. However, analysts point out that this environment has historically created opportunities for patient long-term investors.
BTC0.79%
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MoonPay launches a dedicated app in the ChatGPT application, allowing users to purchase cryptocurrencies within conversations.
PANews May 25 News, according to Decrypt, MoonPay has launched a dedicated app within the ChatGPT application, allowing users to directly purchase cryptocurrencies such as Bitcoin, XRP, Solana, and USDC inside the OpenAI chatbot. Users can ask ChatGPT for cryptocurrency information and then request to buy a specified amount; ChatGPT will generate a MoonPay checkout link, and users need to complete the standard KYC process and connect their wallet. MoonPay blockchain engineer said that ChatGPT is becoming an entry point for financial research, and the cryptocurrency purchasing feature has been missing until now. This app is part of MoonPay's expansion into AI-driven crypto tools; earlier this month, MoonPay also acquired AI trading startup Dawn Labs and launched the trading assistant Dawn.
BTC0.79%
XRP0.07%
SOL0.03%
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Vitalik: The Ethereum Foundation will "scale down" and reduce ETH sales
PANews, May 25 — According to The Block, Ethereum co-founder Vitalik Buterin posted a lengthy message on X in response to recent turmoil at the Ethereum Foundation and a wave of researcher resignations. Buterin said the foundation is choosing “long-term survival over being large and comprehensive,” reducing ETH sales, and focusing on Ethereum’s CROPS attributes such as censorship resistance, open source, privacy, and security. He emphasized that the post represents only his personal views, and that his influence within the organization will continue to decrease, which aligns with his wishes. Buterin believes the EF should be understood as “a node with a clear purpose, alongside other nodes,” rather than the center of Ethereum.
Buterin noted that the foundation holds about 0.16% of ETH, while other blockchain foundations typically hold 10% to 50% of their own token supply. The foundation will focus on areas only it can push
ETH-0.58%
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Buterin fires back at Ethereum Foundation critics, recommits to neutrality
The ETHereum Foundation holds less than 1% of all ETH in circulation while other protocol foundations typically hold 10-50% of their native token's supply, the founder said.
ETH-0.58%
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