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Wintermute: Bitcoin key support level is in the $75,000-$76,000 range, market structure has not completely turned bearish
BlockBeats News, May 26—Wintermute posted that the macro environment improved noticeably last week: Brent crude oil plunged 9% due to easing tensions with Iran, the US 10-year Treasury yield fell back to 4.50%, and US stocks rose for the eighth consecutive week, hitting historic highs, with inflation pressures from energy somewhat easing. However, consumer-level concerns persist: the University of Michigan Consumer Sentiment Index dropped to a historic low of 44.8, and one-year inflation expectations rose to 4.8%. Meanwhile, May's manufacturing PMI hit a four-year high and input costs reached their highest level since 2022, indicating a resurgence in goods inflation. The Federal Reserve's April meeting minutes also sent the signal that "if inflation remains stubborn, policy could be tightened further," and the market has not fully priced in a more hawkish outlook.
In the tech sector, Nvidia delivered an “explosive” earnings report: Q1 revenue reached $81.6 billion, up 85% year-on-year, with data center business growing 92%, and announced an $80 billion buyback alongside a 25x increase in dividends. More crucially, its Q2 guidance has already factored in zero revenue from China’s data centers, implying actual AI demand is even stronger. Yet, the market’s reaction was unusually muted, with after-hours share price almost unchanged—a sign that AI trades have entered a “perfect pricing” phase, where simply beating expectations is no longer enough to drive prices higher. This is an important warning for risk assets, including the crypto market—if AI momentum weakens, weak consumption, sticky inflation, and a potentially hawkish Fed will once again dominate the market narrative.
Compared to the strong US stock market, the crypto market has clearly lagged. BTC is hovering around $76,000, ETH has fallen to $2,140, and neither has followed other risk assets upward. Over the past two weeks, BTC spot ETF outflows have totaled more than $2 billion, with institutional capital clearly cooling, and marginal risk appetite returning to AI stocks rather than crypto assets. The ETH/BTC ratio continues to weaken and has hit a 10-month low, while among the few assets showing contrarian strength is HYPE: its single-day ETF inflow hit a record $25.5 million, with signs of consistent large institutional wallet accumulation. The current market structure has not entirely turned negative—long-term holders are still accumulating and exchange reserves remain low—but short-term price action is turning negative due to capital flows. The key support range for BTC is currently $75,000 to $76,000. If this is lost, the market could quickly retest the $70,000–$72,000 area; if it holds, there remains a chance to retest $80,000.
BlockBeats News, May 26—Wintermute posted that the macro environment improved noticeably last week: Brent crude oil plunged 9% due to easing tensions with Iran, the US 10-year Treasury yield fell back to 4.50%, and US stocks rose for the eighth consecutive week, hitting historic highs, with inflation pressures from energy somewhat easing. However, consumer-level concerns persist: the University of Michigan Consumer Sentiment Index dropped to a historic low of 44.8, and one-year inflation expectations rose to 4.8%. Meanwhile, May's manufacturing PMI hit a four-year high and input costs reached their highest level since 2022, indicating a resurgence in goods inflation. The Federal Reserve's April meeting minutes also sent the signal that "if inflation remains stubborn, policy could be tightened further," and the market has not fully priced in a more hawkish outlook.
In the tech sector, Nvidia delivered an “explosive” earnings report: Q1 revenue reached $81.6 billion, up 85% year-on-year, with data center business growing 92%, and announced an $80 billion buyback alongside a 25x increase in dividends. More crucially, its Q2 guidance has already factored in zero revenue from China’s data centers, implying actual AI demand is even stronger. Yet, the market’s reaction was unusually muted, with after-hours share price almost unchanged—a sign that AI trades have entered a “perfect pricing” phase, where simply beating expectations is no longer enough to drive prices higher. This is an important warning for risk assets, including the crypto market—if AI momentum weakens, weak consumption, sticky inflation, and a potentially hawkish Fed will once again dominate the market narrative.
Compared to the strong US stock market, the crypto market has clearly lagged. BTC is hovering around $76,000, ETH has fallen to $2,140, and neither has followed other risk assets upward. Over the past two weeks, BTC spot ETF outflows have totaled more than $2 billion, with institutional capital clearly cooling, and marginal risk appetite returning to AI stocks rather than crypto assets. The ETH/BTC ratio continues to weaken and has hit a 10-month low, while among the few assets showing contrarian strength is HYPE: its single-day ETF inflow hit a record $25.5 million, with signs of consistent large institutional wallet accumulation. The current market structure has not entirely turned negative—long-term holders are still accumulating and exchange reserves remain low—but short-term price action is turning negative due to capital flows. The key support range for BTC is currently $75,000 to $76,000. If this is lost, the market could quickly retest the $70,000–$72,000 area; if it holds, there remains a chance to retest $80,000.
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Xie Jiayin: Bitget’s self-developed US stock product Reality can address industry pain points, and rToken will be launched in early June
According to Odaily, Xie Jiayin, the head of Bitget for the Chinese market, stated in an article that in Q3 last year, Bitget was the first to enter the UEX market, with its US stock tokens accounting for up to 90% of market share at one point. However, there were issues with liquidity, dividends, and stock split experience. Bitget has developed its own US stocks product, Reality, to address these pain points in the industry:
Direct connection to broker liquidity: The trading experience is identical to trading on an exchange, with no price difference and strong liquidity;
Dividend payouts: Dividends are directly distributed to your account, just like holding stocks on any exchange;
Improved capital utilization: Bitget US stock tokens can be used as margin, participate in strategic trading, and support lending and financial management.
Additionally, rToken will be launched on Bitget in early June.
According to Odaily, Xie Jiayin, the head of Bitget for the Chinese market, stated in an article that in Q3 last year, Bitget was the first to enter the UEX market, with its US stock tokens accounting for up to 90% of market share at one point. However, there were issues with liquidity, dividends, and stock split experience. Bitget has developed its own US stocks product, Reality, to address these pain points in the industry:
Direct connection to broker liquidity: The trading experience is identical to trading on an exchange, with no price difference and strong liquidity;
Dividend payouts: Dividends are directly distributed to your account, just like holding stocks on any exchange;
Improved capital utilization: Bitget US stock tokens can be used as margin, participate in strategic trading, and support lending and financial management.
Additionally, rToken will be launched on Bitget in early June.
The "new stock god" Serenity shouted 190 times! All three AI chip "screw" stocks skyrocketed, with a maximum gain of 19.6 times
BlockBeats news, on May 26, the up-and-coming "small-cap tech stock god" Serenity, a highly influential senior trader in the Reddit WallStreetBets community, has achieved a cumulative investment return of more than 38 times since 2026. The stocks Serenity called out publicly have repeatedly become market hotspots, with a total of 35 "small-cap tech stock" investment targets announced; only 4 of these declined after being called, while most have recorded gains of several times, even more than tenfold. The three core stocks Serenity highlighted—SIVE, AAOI, and AXTI—all saw astonishing increases after being called, showcasing Serenity's precise insight into the NVIDIA AI chip industry chain "Chokepoint" (key bottleneck).
SIVE (Sivers Semiconductors) is the stock most frequently mentioned by Serenity, with 190 calls in total. Since Serenity's first public recommendation on March 16, 2026, it has soared 19.6 times. The company specializes in CPO lasers and is an indispensable upstream core component supplier in the AI optical interconnect field.
AAOI (Applied Optoelectronics) has also been heavily mentioned by Serenity, with 123 calls. When first recommended on January 26, 2026, its share price was $35.57. It has now achieved a 5.10-fold increase, with the latest price at $181.49. As a leading company in the optical transceivers field, AAOI is a key "screw" in the high-speed optical modules for AI data centers.
AXTI (AXT Inc.) was called out by Serenity 70 times. When first publicly recommended on December 26, 2025, its share price was $15.61, and it has since soared 9.02 times (+802.2%), with the latest price at $140.83. The company focuses on InP substrate materials and is a leading upstream supplier with extremely high technical barriers in the compound semiconductor industry chain.
Serenity's research framework focuses on the key supporting segments of the NVIDIA AI chip supply chain. By delving into the indispensable "screw"-type components in the chip manufacture and packaging process, Serenity precisely identifies critical bottlenecks in the supply chain, and thus selects upstream "small-cap tech stocks" that have scarcity and bargaining power for investment.
BlockBeats news, on May 26, the up-and-coming "small-cap tech stock god" Serenity, a highly influential senior trader in the Reddit WallStreetBets community, has achieved a cumulative investment return of more than 38 times since 2026. The stocks Serenity called out publicly have repeatedly become market hotspots, with a total of 35 "small-cap tech stock" investment targets announced; only 4 of these declined after being called, while most have recorded gains of several times, even more than tenfold. The three core stocks Serenity highlighted—SIVE, AAOI, and AXTI—all saw astonishing increases after being called, showcasing Serenity's precise insight into the NVIDIA AI chip industry chain "Chokepoint" (key bottleneck).
SIVE (Sivers Semiconductors) is the stock most frequently mentioned by Serenity, with 190 calls in total. Since Serenity's first public recommendation on March 16, 2026, it has soared 19.6 times. The company specializes in CPO lasers and is an indispensable upstream core component supplier in the AI optical interconnect field.
AAOI (Applied Optoelectronics) has also been heavily mentioned by Serenity, with 123 calls. When first recommended on January 26, 2026, its share price was $35.57. It has now achieved a 5.10-fold increase, with the latest price at $181.49. As a leading company in the optical transceivers field, AAOI is a key "screw" in the high-speed optical modules for AI data centers.
AXTI (AXT Inc.) was called out by Serenity 70 times. When first publicly recommended on December 26, 2025, its share price was $15.61, and it has since soared 9.02 times (+802.2%), with the latest price at $140.83. The company focuses on InP substrate materials and is a leading upstream supplier with extremely high technical barriers in the compound semiconductor industry chain.
Serenity's research framework focuses on the key supporting segments of the NVIDIA AI chip supply chain. By delving into the indispensable "screw"-type components in the chip manufacture and packaging process, Serenity precisely identifies critical bottlenecks in the supply chain, and thus selects upstream "small-cap tech stocks" that have scarcity and bargaining power for investment.
Aurora (JG.US): Q1 Maintains Consecutive Profitability and Subscription Revenue Hits Another Record, Solidifying Growth Foundation
Wintermute: Institutions Are Realizing Some BTC Profits, 75,000 Remains a Key Support Level
Foresight News reported that Wintermute stated in an article that BTC has experienced over $1 billion in ETF outflows for two consecutive weeks (inflow was seen in the previous six weeks), indicating that institutions are taking advantage of recent gains to realize profits. What's even more noteworthy is AI. Nvidia delivered a textbook-level, better-than-expected performance, but there was almost no movement after hours. Outperforming expectations no longer moves the needle. If AI momentum fades, the macro picture (record-low consumer confidence, sticky inflation, JPMorgan taking over a hawkish Federal Reserve) will carry more weight, and cryptocurrencies will not be immune.
BTC’s long-term structure remains intact (reserves are at multi-year lows, long-term holders are continually accumulating, CLARITY is progressing, and HYPE is doing what major tokens should do in the early stage). However, short-term capital flows are driving prices, and currently, the trend is negative. $75,000 to $76,000 is a critical zone for BTC; holding this level will see BTC make another move toward $80,000, but if it breaks below this range, it could quickly slide to $70,000 to $72,000.
Foresight News reported that Wintermute stated in an article that BTC has experienced over $1 billion in ETF outflows for two consecutive weeks (inflow was seen in the previous six weeks), indicating that institutions are taking advantage of recent gains to realize profits. What's even more noteworthy is AI. Nvidia delivered a textbook-level, better-than-expected performance, but there was almost no movement after hours. Outperforming expectations no longer moves the needle. If AI momentum fades, the macro picture (record-low consumer confidence, sticky inflation, JPMorgan taking over a hawkish Federal Reserve) will carry more weight, and cryptocurrencies will not be immune.
BTC’s long-term structure remains intact (reserves are at multi-year lows, long-term holders are continually accumulating, CLARITY is progressing, and HYPE is doing what major tokens should do in the early stage). However, short-term capital flows are driving prices, and currently, the trend is negative. $75,000 to $76,000 is a critical zone for BTC; holding this level will see BTC make another move toward $80,000, but if it breaks below this range, it could quickly slide to $70,000 to $72,000.