Eightco Discloses $333.00 Million in Asset Reserves, Holding 283.00 Million WLD and Over 11,000 ETH
On May 1st, Nasdaq-listed Eightco Holdings (ORBS) released an update on its holdings, stating that as of April 27th, it held total assets worth approximately $333.00 million, including: 283,452,700 Worldcoin (WLD), 11,068 ETH, a $90.00 million investment in OpenAI, a $25.00 million investment in Beast Industries, and $121.00 million in cash and stablecoins.
Eightco Holdings stated that the value of its WLD token holdings has decreased to 21% of the company’s total assets, its investment in OpenAI accounts for approximately 27% of the company’s total assets, and its investment in Beast Industries accounts for 8% of the company’s total assets.
[PANews]
Canadian pension giant AIMCo bought the dip in Strategy, with a floating profit of approximately $69.00 million.
Canadian asset management firm Alberta Investment Management Corporation (AIMCo) disclosed that it purchased approximately 1.38 million shares of MicroStrategy (MSTR) in the first quarter, with an investment amount of approximately $172.00 million.
Based on the current share price of approximately $175.00, the market value of this holding has risen to approximately $241.00 million, with a floating profit of approximately $69.00 million. AIMCo’s average cost basis is approximately $125.00 per share.
AIMCo held shares in the company from 2019 to 2020 and liquidated its position shortly after it shifted to a Bitcoin reserve strategy.
[Odaily]
The Central Bank of Brazil has banned the use of cryptocurrencies in regulated cross-border payments.
The Central Bank of Brazil issued Resolution No. 561 on Thursday, local time, amending the rules of the electronic foreign exchange framework, requiring that cross-border payments must be processed through traditional foreign exchange transactions or regulated Brazilian real accounts held by foreign counterparties.
This measure does not completely prohibit cryptocurrency transfers within Brazil, but rather removes digital assets, including stablecoins, from the country’s regulatory framework.
[Foresight News]
AI application platform Certifyde Completes $2.00 million Seed Round, with Participation from Ripple CEO and Others
PANews reported on May 1 that the artificial intelligence application platform Certifyde announced the completion of a $2.00 million seed round of financing.
This round of financing was led by K5 Global and Flamingo Capital, with participation from multiple angel investors including Honey co-founder George Ruan, Ripple CEO Brad Garlinghouse, and Nutra co-founder Roland Peralta.
[TechfundingNews]
Bitget US stock token market: RIOT up over 14%, MSTR up nearly 7%
According to Bitget market data, U.S. stock tokens in the crypto sector generally rose over the past 24 hours.
Among them, RIOT rose by 14.39%, MSTR rose by 6.4%, CRCL rose by 1.2%, and COIN rose by 3.55%.
[Foresight News]
Publicly Traded Shuttle Pharmaceutical to Acquire United Dogecoin for Mining Expansion
Shuttle Pharmaceutical Holdings is set to acquire United Dogecoin Inc. in a merger with $11 million in financing, aiming to become a major player in Dogecoin mining.
The acquisition will provide United Dogecoin with mining rigs to increase its hash rate and establish a strong market position.
US media: Iran relaxes conditions for resuming talks with the United States
Iran has submitted a new proposal to Washington aimed at ending the war, signaling a willingness to compromise in an effort to restart negotiations and resolve the deadlock that is inflicting heavy economic costs on the country.
According to informed sources, Iran’s new proposal moves closer to the U.S.: it proposes discussing Tehran’s conditions for opening the Strait of Hormuz alongside two U.S. commitments—halting attacks and lifting the blockade on Iranian ports—simultaneously. Previously, Iran had demanded that the U.S. lift the blockade as a prerequisite for initiating negotiations and insisted that Washington first agree on terms to end the war before addressing issues related to the future management of the Strait and Iran’s nuclear program.
The informed sources also noted that the new proposal subsequently suggests discussing topics related to Iran’s nuclear program in exchange for U.S. sanctions relief. Iran has informed mediators that, should Washington respond openly to this new proposal, Tehran is prepared to hold talks in Pakistan early next week.
[The Wall Street Journal]
Iran’s latest negotiation proposal has been forwarded to the United States, and the U.S. Navy’s USS Ford aircraft carrier has left the Middle East.
May 1st news, according to CCTV News, Pakistani officials said that the latest negotiation proposal put forward by Iran has been handed over to US officials. The specific content of this new plan has not yet been announced. It is reported that Iran has transferred the latest negotiation proposal to the United States through Pakistan on April 30.
US officials said today that the US military’s largest aircraft carrier, the “Ford,” has left the Middle East. After the “Ford” left, the number of aircraft carrier strike groups deployed by the US military in the Middle East decreased to two: the “Lincoln” and the “Bush.”
[PANews]
Ethereum Foundation Sold Approximately $47 million in ETH to Bitmine in One Week
The Ethereum Foundation has again sold 10,000 ETH to Bitmine (approximately $23 million), and combined with a transaction of the same scale one week ago, the total sale amount has reached approximately $47 million.
The Foundation stated that the proceeds will be used for core operations, including protocol development, ecosystem building, and community grants.
Data shows that after completing the acquisition, Bitmine has continued to increase its staking, and has now staked approximately 4.19 million ETH (approximately $9.5 billion), accounting for about 83% of its total holdings.
[Odaily]
Tether’s Q1 2026 Profit Surpasses $1 Billion, With $141 Billion in US Treasuries in Reserves
Tether announced a profit of over $1 billion for Q1 2026, with reserves at an all-time high of $8.23 billion.
The company’s audit, initiated in the same quarter, revealed holdings of $141 billion in U.S. Treasuries, making it a significant global debt holder.
Crude oil prices plunged sharply, with WTI crude falling from $108.00 per barrel to $103.00 per barrel on the 4-hour chart.
Gate’s market data shows that crude oil prices have plummeted sharply, with WTI crude falling from $108 per barrel to $103 per barrel over the past four hours.
Earlier reports indicated that Iran submitted a new proposal via Pakistan, with the focus potentially shifting toward ending the war. Additionally, according to Axios global affairs reporter, the U.S. also delivered a revised nuclear agreement checklist to Iran through Pakistani intermediaries.
[Odaily]
Federal Reserve’s Logan: Disagrees with statements implying the next adjustment is most likely a rate cut.
On May 1, Jin10 reported that Federal Reserve official Logan stated that she does not agree with the suggestion that the next interest rate adjustment is most likely to be a rate cut.
The next interest rate adjustment by the Federal Reserve could potentially be a rate cut or a rate hike, as forward guidance remains an important policy tool.
[PANews]
US stocks open, crypto sector generally rises, Riot up 9.16%.
On May 1, as the U.S. stock market opened, the Dow Jones Industrial Average rose by 0.36%, the S&P 500 index rose by 0.4%, and the Nasdaq rose by 0.3%.
Crypto-related stocks saw broad gains: Riot rose by 9.16%, Circle rose by 1.87%, Robinhood rose by 1.25%, Coinbase rose by 1.66%, and Strategy rose by 3.61%.
[PANews]
WisdomTree’s Q1 crypto ETP net inflows amounted to $137 million, with AUM growing over 30% year-on-year.
Asset management firm WisdomTree disclosed that its crypto exchange-traded products (ETPs) recorded net inflows of $137 million in Q1 2026, a significant improvement from the $89 million net outflows in the same period of 2025.
As of the end of the quarter, WisdomTree’s total assets under management (AUM) rose to $152.6 billion, representing over 30% year-on-year growth, driven primarily by strong fund inflows into its U.S. and European market products. Its crypto ETP AUM grew to approximately $1.8 billion in the first three months, up 15% year-on-year.
However, impacted by falling digital asset prices, its crypto ETP AUM declined by approximately $596 million during the quarter—from roughly $2.2 billion at the beginning of the period.
[The Block]
Axios global affairs reporter: The U.S. submitted a list of revisions to the nuclear deal to Iran through Pakistani intermediaries.
Axios global affairs correspondent Barak Ravid posted on the X platform that this Monday, US White House envoy Steve Witkoff sent a revised list to Iran through a Pakistani intermediary, with the core requirement being to re-include nuclear issues in the agreement text.
According to sources, one of the revisions requires Iran to commit to not carrying out any activities at bombed nuclear facilities during the relevant negotiations, and not to touch any part of its enriched uranium stockpile.
[Odaily Planet Daily]
Iran submits a new proposal through Pakistan, with the focus potentially shifting to ending the war
According to Al Jazeera’s citing of sources, Iran has submitted a new proposal through Pakistan; nuclear negotiations are unlikely to succeed, and the focus may shift to ending the war.
[Jinshi]
Crypto Industry Sees Record Number of Monthly Hacks in April
In April, the crypto industry experienced a record number of hacks, with 29 projects falling victim to incidents, including the notable breaches of Solana-based exchange Drift and Ethereum-based restaking app Kelp DAO.
The hacks have raised concerns about single points of failure and the prevalence of code bugs in DeFi protocols.
Tanker tracking agency: The number of tankers carrying crude oil and diverting to Iran continues to increase.
TankerTrackers, an oil tanker tracking agency, reports a continuous increase in the number of oil tankers carrying crude oil that are rerouting to Iran.
[Odaily]
Today’s Market Pulse
Crypto markets are benefiting from reduced geopolitical tensions as Iran-US diplomatic progress boosts risk appetite, while institutional adoption accelerates across both traditional finance and crypto-native sectors.
Key Themes
Institutional Momentum
Eightco’s $333 million diversified holdings and AIMCo’s profitable $69M MSTR investment demonstrate traditional finance’s growing crypto exposure. Meanwhile, WisdomTree’s Q1 crypto ETP inflows of $137 million reflect institutional demand through regulated products. Tether’s record $1B Q1 profit with $141B in US Treasuries underscores stablecoin market stability. These developments suggest the institutional narrative is strengthening beyond mere speculation.
Geopolitical Risk Moderation
Diplomatic breakthroughs between Iran and the US, evidenced by Iran’s revised proposal and USS Ford’s withdrawal from the Middle East, have reduced geopolitical tensions. This has directly impacted crude oil prices, with WTI falling from $108 to $103 per barrel. The reduced risk premium is benefiting risk assets like crypto, particularly mining stocks which saw significant gains (RIOT up 14%).
Crypto Sector Performance
Crypto-related stocks are outperforming broader markets, with RIOT up 14% and MSTR gaining 7% as institutional adoption boosts sentiment. However, the sector faces headwinds from record hacking incidents in April, which highlight security vulnerabilities. Despite these challenges, traditional companies like Shuttle Pharmaceutical expanding into Dogecoin mining indicate growing confidence in crypto’s long-term value proposition.
AI-Crypto Convergence
Certifyde’s $2M seed round with participation from Ripple CEO demonstrates growing investor interest in AI-crypto integration, signaling a new frontier for innovation and investment opportunities.
RichSilo Verdict
Smart money should watch the Iran-US diplomatic developments as a potential catalyst for continued risk-on sentiment, while monitoring institutional flows into crypto ETPs and mining stocks. The Ethereum Foundation’s ETH sales to Bitmine for staking purposes may indicate growing institutional interest in ETH staking yields. However, the record number of hacks in April underscores the need for enhanced security measures, which could impact market sentiment and valuations in the near term.
