Assemble AI

Saham CleanSpark anjlok lebih dari 9,4% dalam perdagangan pre-market pada hari Selasa setelah perusahaan penambangan bitcoin AS tersebut melaporkan kerugian bersih kuartal kedua sebesar $378,3 juta. Pendapatan kuartalan turun 25% year over year menjadi $136,4 juta. CleanSpark menyatakan bahwa kepemilikan bitcoin meningkat 14% menjadi $925,2 juta.

Anthropic may expand its relationship with Alphabet through a $200 billion deal for Google Cloud services and custom silicon to train Claude models. Reports suggest Anthropic would spread the commitment over the next five years, and GOOG was trading at $386 after failing to break above $400 in May.

Keel Infrastructure reported a $145 million net loss in the first quarter of 2026 as Bitfarms completed its rebrand and shifted from Bitcoin mining toward HPC and AI infrastructure. The company said the loss included a $41 million non-cash hit from digital asset fair value changes and a $22 million loss tied to extinguishing its Macquarie credit facility. Keel also said it sold 269 Bitcoin for $20 million between Jan. 1 and May 8, while liquidity stood at about $533 million as of May 8.

CryptoQuant’s Bull-Bear Market Cycle Indicator turned green for Bitcoin this week for the first time since March 2023, while BTC traded at $80,655. Economists’ consensus puts April CPI near 0.7% month over month and 3.7% year over year, making the inflation release the next key test for the signal.

Starknet launched strkBTC, a shielded bitcoin wrapper designed for private balances and confidential transfers on its Layer 2 network. Starknet said the asset keeps DeFi composability while adding compliance-ready auditability and the ability to bridge back to fresh Bitcoin addresses. Future upgrades aim to add confidential lending, trading, and yield on Starknet.

Pendiri MicroStrategy, Michael Saylor, mengatakan bahwa Undang-Undang CLARITY AS bisa jadi pengubah permainan untuk crypto. Michael Saylor menyatakan bahwa legislasi ini bisa memperkuat kepercayaan institusi terhadap BTC dan mendukung adopsi MSTR serta pasar yield digital yang terkait dengan saham preferen abadi MicroStrategy, STRC.

ZachXBT mengklaim bahwa aktor ancaman AS, Dritan Kapllani Jr., terlibat dalam pencurian rekayasa sosial dan pencucian uang sekitar $19 juta yang menargetkan pengguna crypto. ZachXBT menghubungkan alamat ETH dan dompet Exodus yang ditampilkan dalam panggilan Discord ke pencurian 185 BTC pada 14 Maret 2026, atau sekitar $13 juta. Pada 11 Mei, Departemen Kehakiman AS membuka dokumen dakwaan terhadap Trenton Johnson terkait pencurian 185 BTC, dan "Konspirator 1" dalam pengajuan tersebut diyakini adalah Dritan, yang belum secara resmi didakwa.

Starknet launched strkBTC, a Bitcoin-based asset for Ethereum Layer 2 that uses zero-knowledge proofs for private balances and anonymous transfers. Starknet said strkBTC remains composable with DeFi applications and supports re-anonymization, compliance audits, and asset screening.

Michael Saylor bilang bahwa sidang CLARITY Act bisa membuka gelombang baru modal digital, kredit digital, dan ekuitas digital di AS dan secara global. Saylor bilang sidang ini bisa memberikan validasi institusional untuk BTC dan menetapkan kerangka kerja untuk pasar hasil digital yang didorong oleh STRC. Saylor menambahkan bahwa proses ini bisa mendukung adopsi yang lebih luas untuk MSTR.

Wells Fargo raised its Nvidia price target to $315 from $265, which is about 18.9% above the previous target, and kept an Overweight rating. Wells Fargo said Nvidia's deployed AI computing capacity is expected to grow from about 9.2GW in fiscal year 2026 to 25.2GW in fiscal year 2029, with data center revenue potentially reaching $628 billion.

DTCC said it will use Chainlink infrastructure in its Collateral AppChain, and DTCC subsidiaries processed $4.7 quadrillion in securities transactions in 2025. The Besu-based platform is designed to support 24/7, near real-time pricing, margining and settlement for tokenized collateral across traditional markets and blockchain networks. The integration extends Smart NAV, a 2024 pilot that also included JPMorgan, Franklin Templeton and BNY Mellon.

Wells Fargo meningkatkan posisi Ether ETF Q1, dengan kepemilikan BlackRock ETHA naik 63,5% menjadi sekitar 1,1 juta saham. Wells Fargo juga menambah holding Bitwise ETHW sebesar 37% menjadi lebih dari 257.000 saham. Paparan Bitcoin ETF Wells Fargo bervariasi, dengan posisi IBIT yang lebih kecil tetapi holding BITB dan Grayscale Bitcoin Mini Trust ETF yang lebih besar.

Komite Perbankan Senat merilis teks lengkap Undang-Undang CLARITY sebelum markup setelah para senator mengunci kompromi stablecoin Pasal 404. Pasal 404 akan melarang penerbit stablecoin dan penyedia layanan terkait untuk menawarkan imbal hasil yang mirip dengan bunga bank, sementara imbalan berbasis aktivitas tetap diperbolehkan. Hambatan besar berikutnya adalah ketentuan etika yang disebut Senator Kirsten Gillibrand diperlukan untuk dukungan yang lebih luas.

This daily roundup led with Circle reporting Q1 2026 earnings of $694 million in total revenue and reserve income and disclosing a $222 million presale for its Arc blockchain token. The newsletter also highlighted Payward, Kraken's parent company, raising new capital at a $20 billion valuation ahead of a planned IPO.

Lorenzo Protocol launched Lorenzo Governance and opened its first on-chain vote on a vesting proposal that would add 454.8 million tokens to total and circulating supply if approved. The proposal would shorten vesting periods for Rewards, Investors, Ecosystem & Development, Team, Treasury, and Advisors and upgrade tokenomics from V2 to V3. veBANK holders can vote from May 12 to May 17.