Corporate Bitcoin holders split as Strategy holds firm while Nakamoto sells at a loss, exposing risks of debt-driven accumulation and a shifting treasury model under pressure. Corporate Bitcoin (BTC) holders are diverging into two distinct paths amid continued market pressure. While Strategy held steady on its massive BTC reserves, Nakamoto Holdings moved in the opposite direction, selling at a loss and trimming exposure as it reworks its balance sheet. The contrast highlights a growing divide in the corporate Bitcoin treasury model. Some holders have refused to sell, treating BTC as a long-term reserve asset and doubling down through volatility, while others are being forced to unlock liquidity, book losses or rethink capital allocation. With Bitcoin down 46% from its peak, the risks behind debt-fueled or aggressive buying strategies are becoming harder to ignore. Read more
Execution risk in crypto is the new custody risk. Live credentials, not just private keys, are now the main attack surface. Opinion by: Ido Sofer, founder and CEO at Sodot. The crypto industry is normally well ahead of its game when it comes to pure innovation and functionality, but security is a different matter. For years, custody risk in crypto was defined by a single fear: the theft of private keys. The industry responded by hardening storage with cold storage, air-gapped systems, MPC and other methods. It then recognized that protecting only the keys is not enough, introducing transaction security and policies to prevent malicious transactions that steal funds, although the keys remain safe. Both of these remain a serious threat, but focusing solely on private keys obscures a deeper shift. Read more
Bitcoin is attempting to form a bottom, but select analysts believe that the decline is not over yet and the $60,000 level may break down. Key points: Buyers are attempting to maintain BTC above the $66,500 level, but several analysts believe that the $60,000 level may crack. Some major altcoins risk breaking below their immediate support levels, signaling that bears remain in control. Read more
Binance led derivatives trading in Q1 2026 with about $4.9 trillion in volume, while Hyperliquid entered the top 10 as perp DEXs continued to gain traction, according to CoinGlass. Binance maintained its leading position in crypto derivatives trading in the first quarter of 2026, while decentralized exchange Hyperliquid broke into the top 10 venues by volume, according to CoinGlass. Derivatives trading remained the dominant force in the crypto market in Q1 2026, totaling $18.6 trillion compared with $1.94 trillion in spot trading, according to a CoinGlass report on Friday. The analysts said trading activity remained strong over the quarter, though liquidity and capital became even more concentrated at the top. “Q1 was not about euphoria. It was about recovery, concentration, and shifting market structure,” CoinGlass said. Read more
Edward Felten said Ethereum L2s need responsive pricing to scale, as Arbitrum’s new model tests an alternative to EIP-1559-style fee swings. Ethereum layer-2 networks need “responsive pricing” to scale to billions of users and reduce the fee swings that still accompany congestion, Offchain Labs co-founder Edward Felten said during a keynote at EthCC 2026. Ethereum’s EIP-1559 upgrade launched in August 2021, as part of the London hard fork. It reformed the Ethereum fee market by modifying the gas fee limit and introduced a feature that burns part of the transaction fees, removing them permanently from circulation. Felten said gas-price swings are still the main mechanism for protecting networks from being overrun during periods of heavy demand, even though that produces the kind of fee volatility mainstream users tend to reject. Read more
A CKPool-connected solo miner just landed a $210,000 Bitcoin block reward, one of only 20 solo‑mined blocks in the past year, as listed miners sell BTC to stay afloat. A solo Bitcoin miner secured a roughly $210,000 block reward on Thursday, proving that the so-called “mining lottery” is still paying out even if industrial operators dominate the network. The miner, connected to CKPool’s solo service, found block 943,411 and earned 3.139 BTC in subsidy and transaction fees, according to data from block explorer mempool.space. Solo mining remains rare. Statistics compiled by Bennet’s tracker show that solo mining pools have found just 20 Bitcoin (BTC) blocks over the last 12 months, paying out a total of 62.96 BTC, roughly one win every 18.7 days on average. The longest “drought” between blocks was 58 days, and the previous solo win came on Feb. 28. Read more
Dmail Network will shut down on May 15 after citing high infrastructure costs, failed fundraising and weak token utility. Decentralized email platform Dmail Network is shutting down after five years of operations, citing high infrastructure costs, weak monetization, failed funding efforts and limited token utility. The platform said it will gradually cease all services starting May 15, and urged users to export their data before then. It said all nodes will shut down after that date, making emails and accounts inaccessible. Dmail Network positioned itself as a Web3 communication platform focused on decentralized, wallet-based email, encrypted messaging and onchain notifications. In January 2025, DappRadar ranked Dmail second among AI DApps, with 4.9 million unique active wallets for the month. Read more