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Currenc Capital Enters Strategic Partnership with Securitize
Currenc Capital, a wholly owned subsidiary of Currenc Group (CURR), announced they have entered into a strategic partnership agreement with Securitize (SECZ), the leading platform for tokenized assets. Under the agreement, Currenc Capital and Securitize will work with select listed companies evaluating issuer-sponsored tokenization, an approach in which the issuer itself authorizes and sponsors the on-chain representation of its shares, preserving the rights of the underlying security. As the subsidiary of a tokenized public company whose shares have already been brought on-chain, Currenc Capital will contribute the experience of its management team, together with its parent company's relationships across global capital markets. Securitize, through its applicable regulated affiliates, may provide participating issuers with tokenization and related capital-markets infrastructure. The collaboration builds on the tokenization of Currenc's ordinary shares on Ethereum and Solana in April, which made Currenc one of the first Nasdaq-listed companies to support on-chain ownership of its equity. Issuer-sponsored tokenization may allow public companies to modernize how ownership is recorded and administered while establishing infrastructure that can support additional on-chain functionality, such as 24/7 market access, programmable settlement and new forms of shareholder engagement, over time.
Currenc Group Suspends Walletku Operations for Restructuring
Currenc Group announced a targeted operational restructuring for its indirect Indonesian digital payments subsidiary PT Walletku Indompet Indonesia, aligned with the Group's long-term strategy to prioritize high-margin artificial intelligence and Web3 verticals and unlock sustainable shareholder value. After thorough strategic review of WalletKu's legacy airtime distribution business, the Company has initiated a temporary pause of active transactional operations for the division. This deliberate operational suspension follows sustained structural headwinds facing cross-border airtime remittance across Southeast Asia, including widespread free Wi-Fi penetration that has materially reduced regional demand for Malaysia-Indonesia airtime transfer services. Due to these headwinds, WalletKu has experienced an ongoing lack of working capital, which resulted in the cessation of its status as an Authorized Indosat Distributor. As outlined in the Company's FY2025 financial disclosures, WalletKu's regional airtime revenue saw a 46.9% year-over-year adjustment to US$7.7 million, paired with a full-year net loss of US$0.45 million, trends that highlighted the subsegment's limited long-term profitability potential relative to Currenc's core high-growth AI offerings. While the Company believes that a fully capitalized and operational WalletKu may have represented a positive contributor to the Company's business, the board of directors of the Company has determined that the suspension of active business operations in the current circumstances was in the best interests of the Company and its shareholders. The temporary operational pause creates a structured framework to streamline WalletKu's balance sheet, responsibly resolve all outstanding third-party commitments, and deliver orderly workforce transitions. The Company has authorized the allocation of up to US$150,000 from the holding company level, to be deployed periodically through September 2026, for the settlement of WalletKu's employee severance liabilities and outstanding third-party debts. The operational suspension is engineered to eliminate ongoing drag on consolidated group profitability, sharpen the Company's margin profile, and redirect capital and operational bandwidth toward the Group's highest-return AI and Web3 growth lines, which are the core pillars of Currenc's value creation strategy for shareholders. Per the restructuring framework, WalletKu will pause all new and in-progress commercial activities throughout the full lifecycle of liability reconciliation. Once all outstanding financial commitments are fully resolved and cleared from the subsidiary's balance sheet, Currenc will conduct a full strategic review of potential revitalization pathways for WalletKu. Any future reactivation of the business will be contingent upon two key milestones: complete resolution of all legacy obligations and new capital deployment to build a reimagined business model tightly integrated with Currenc's flagship AI digital financial services ecosystem.
VanEck Launches First BNB Spot ETF, Opening New Capital Pool
VanEck's debut of VBNB as the first physically backed U.S. spot ETF tied to BNB Chain's native token opens a top-five crypto asset to a new pool of equity-market capital, extending the spot-ETF playbook established in January 2024. The launch lands on a day when bitcoin itself is under pressure, with ETF outflows and geopolitical unease combining to push prices to a five-week low. Separately, corporate crypto treasury disclosures, a Grayscale ETF filing amendment, and an infrastructure equity transaction round out a busy cycle. Stay up on the crypto news that matters with "Crypto Currents," daily from The Fly. Join us at 2 PM ET for your essential briefing on the fast-moving world of cryptocurrency on FlyCast radio.VANECK LAUNCHES SPOT BNB ETF: VanEck launched VBNB, the first U.S. spot ETF providing physically backed exposure to BNB, the native asset of BNB Chain, which processes over 14M daily transactions,announced. The listing marks the first time U.S. ETF investors can access BNB through a regulated, physically settled wrapper, a structural expansion of the crypto-ETF universe beyond bitcoinand ether. The VBNB launch follows the spot-ETF approval pathway established in January 2024, when 11 bitcoin funds were approved simultaneously, with BlackRockand its iShares Bitcoin Trust subsequently emerging as the dominant product in that cohort. The relevant read-through is whether BNB Chain's transaction-volume scale translates into durable ETF demand or whether the market remains concentrated in bitcoin and ether products.BITCOIN ETF OUTFLOWS HIT TAPE:Bitcoin fell to a five-week low as renewed geopolitical tensions and approximately $1.5B in cumulative May outflows from U.S. spot bitcoin ETFs weighed on prices,. BlackRock's IBIT recorded approximately $528M in single-day outflows on May 27, its second-largest daily redemption on record, according to the same report. The IBIT outflow figure is particularly notable because the fund has served as the dominant price-support mechanism for bitcoin throughout 2025 and into 2026, with inflow streaks repeatedly cushioning drawdowns. A single-day redemption of this scale from the market's largest spot bitcoin ETF is a sentiment signal equity participants in crypto-adjacent equities, miners, and infrastructure names should track closely.GRAYSCALE HYPE ETF ADVANCES:Grayscalefor the Grayscale HYPE ETF, a proposed spot ETF tracking Hyperliquid's HYPE (HYPE-USD) token. Lion Group Holdingalso, reaffirming it holds all 193,775 HYPE tokens it originally acquired, valued at approximately $11.9M as of May 25, with zero sales since the position was established. Lion Group Holding currently represents one of the most direct Nasdaq-listed HYPE-proxy equities alongside the prospective GHYP product.EIGHTCO TREASURY DISCLOSURE:Eightco Holdingsreported total treasury holdings of approximately $374M as of May 27, including approximately 283,452,700 Worldcointokens, 11,068 ether, a $90M indirect OpenAI stake, and approximately $144M in cash and stablecoins,. The scale of the WLD position, combined with the indirect OpenAI exposure, makes Eightco an unusually diversified digital-asset treasury vehicle relative to peers that hold primarily bitcoin or ether.HYPERSCALE ENDS ATM OFFERING:Hyperscale Dataterminated its at-the-market stock offering program effective June 8, after cumulative sales of approximately 137.6M shares generating approximately $24.7M in gross proceeds at an average of roughly 17.9c per share,. The termination ends near-term equity dilution for a company holding approximately 700 BTC on its balance sheet and signals management's intention to grow its bitcoin treasury without further share-count expansion.ANIMOCA MERGER UPDATE:Currenc Groupfiled with the SEC,with Animoca Brands, with exclusivity extended through June 30, and no definitive agreement signed as of the most recent prior filing on May 6. A completed transaction would create one of the largest publicly listed diversified digital-asset companies on Nasdaq, with exposure to over 600 Web3 and crypto companies in Animoca's portfolio.EXODUS EXPANDS DISTRIBUTION:Exodus Movementannounced that Bitget Wallet, which serves 90 million users, integrated Exodus's XO Swap cross-chain aggregator, expanding the company's enterprise B2B revenue channel across nearly 100 blockchains,. The integration represents a significant new distribution surface for Exodus's infrastructure suite at a moment when cross-chain swap aggregation is becoming a core feature battleground among wallet providers.AMBER AND FUTU EARNINGS:Amber International Holdingreleased, with the company's FY25 revenue having reached $66.1M, up 784% vs. the prior year, and the company holding liquid digital assets on its balance sheet. Futu Holdingsseparatelyof $746.9M, up 25% vs. last year, driven by surging trading volumes on its crypto-enabled Moomoo brokerage platform.PRICE ACTION:As of time of writing, bitcoin was trading at $72,841.72, while ether was trading at $1,988.10,.
Strategy Reports Record Quarterly Loss of $12.54 Billion
The gap between corporate bitcoin strategy and accounting reality snaps into focus as Strategy posts the largest quarterly loss in its history, even as its bitcoin hoard quietly sits in the black. Coinbase rewires itself for an AI-native future one day before facing Wall Street, while miners split into two camps of infrastructure builders with billions in locked revenue, and balance-sheet holders still searching for a narrative. Stay up on the crypto news that matters with "Crypto Currents," daily from The Fly. Join us at 2 PM ET for your essential briefing on the fast-moving world of cryptocurrency on FlyCast radio.STRATEGY'S RECORD QUARTERLY LOSS:Strategy(MSTR)reported a net loss of ($12.54B), or ($38.25) per share, for Q1 2026, the largest quarterly deficit in the company's history,. Bitcoin(BTC-USD)slid from roughly $88,000 at year-open, and after briefly touching near $97,000 in mid-January, to about $68,000 by March 31, the period-end level that set the mark-to-market. The software segment itself posted $124.3M in revenue, up 11.9% year-over-year with a 67.1% gross margin, underscoring that the operating loss of ($14.47B) is entirely a function of bitcoin pricing, not the core business.Strategy acquired approximately 89,600 bitcoin for $5.5B during Q1, its second-largest quarterly purchase on record, bringing total holdings to 818,334 bitcoin, roughly 3.9% of total bitcoin supply, at an average cost of $75,537 per coin. As of May 3, the portfolio carried a market value of $64.14B against that cost basis, representing a modest unrealized gain at current prices. CFO Andrew Kang cited strong demand for the company's STRC preferred instrument, claiming a bitcoin yield of 9.4% and an estimated $5B bitcoin dollar gain through the first four months of 2026. For holders, the key watch item remains whether the capital-raising machine, which has driven STRC-financed purchases of roughly 77,000 bitcoin year-to-date, can continue to outpace bitcoin's own volatility-driven mark-to-market swings.COINBASE RESTRUCTURES FOR AI:Coinbase(COIN)announced it is, the bulk of which will be recognized in Q2. CEO Brian Armstrong framed the reorganization not as a defensive cost cut but as a structural rebuild toward what he called an "AI-native" operating model, flattening the organization to no more than five layers below the CEO and COO and experimenting with one-person teams combining engineering, design, and product management. U.S. employees being separated will receive a minimum of 16 weeks' base pay plus two additional weeks per year of service. The cut lands one day before Coinbase reports Q1 earnings. Wall Street's consensus heading into the print sits at EPS of 36c, an 81.4% year-over-year decline, on $1.5B in revenue, representing a 26.1% year-over-year drop.HUT 8 AND CORE SCIENTIFIC:Hut 8(HUT)reported Q1 revenue of $71.0M, up from $21.8M vs. last year, driven by $66.0M in compute revenue as its hyperscale AI data center build-out ramps, per the company's. A $295.7M unrealized loss on digital assets pushed the net loss attributable to Hut 8 to $219.8M, or ($1.98) per share, with an operating loss of ($370.4M). The company reported $16.8B in contracted lease revenue across two hyperscale AI campuses under triple-net, take-or-pay structures, with a development pipeline totaling 8,375 MW as of May 6. Separately, Hut 8'sconfirmed its River Bend campus in Louisiana, anchored by a partnership with Fluidstack for at least 245 MW, remains the core growth driver as the company transitions away from pure-play bitcoin mining.Core Scientific(CORZ)holds its Q1 2026 earnings call today at 4:30 p.m. ET, pera company press release. Core Scientific's pivot from self-mining to high-density colocation, anchored by its long-term contract with CoreWeave(CRWV)and a target of approximately 590 MW energized by early 2027, remains the central investment thesis heading into the print.CURRENC AND ANIMOCA EXTEND DEADLINE:Currenc Group(CURR)disclosing. Under the terms of the proposed transaction, Animoca shareholders would own approximately 95% of the merged entity, with existing Currenc holders retaining 5%; the resulting company would operate under the Animoca Brands name with closing targeted for Q3 2026. The extension is non-binding and subject to definitive documentation; material closing conditions include regulatory approvals from Bank Negara Malaysia and the Monetary Authority of Singapore for a separate $400M Tranglo asset sale,.PRICE ACTION:As of time of writing, bitcoin was trading at $81,671.40, while ether was trading at $2,356.80,according to price data from TipRanks.
Bitcoin Touches $80,000 for First Time, $630M in ETF Inflows
Bitcoin touched $80,000 for the first time since January on a confluence of $630M in spot ETF inflows, Iran-related geopolitical de-escalation, and a bipartisan CLARITY Act stablecoin compromise, while corporate treasury activity dominated the SEC filing calendar: Strategy posted its second zero-buy week since late March, Strive crossed the 15,000 BTC milestone, and BitMine disclosed it now holds 4.29% of all circulating ether with 84% of that stake actively generating validator yield. Western Union launched its first stablecoin on Solana, Hut 8 refinanced its bitcoin-backed credit facility at a 200 basis-point improvement, and on-chain signals offered a mixed read — strong ETF momentum offset by a leveraged short squeeze on Hyperliquid and a dormant whale moving bitcoin to Kraken. Stay up on the crypto news that matters with "Crypto Currents," daily from The Fly. Join us at 2 PM ET for your essential briefing on the fast-moving world of cryptocurrency on FlyCast radio.BITCOIN TESTS $80,000:Bitcoin(BTC-USD)briefly touched $80,393 early Monday, its highest print since January 31st, before pulling back. The move catalyzed by a Truth Social post by the U.S. President Donald Trump suggested geopolitical de-escalation, approximately $630M in Friday spot ETF inflows, and anticipation of Strategy's(MSTR)Q1 2026 earnings report due Tuesday.also cited a banking-and-crypto industry compromise on stablecoin yield provisions in the CLARITY Act as a legislative tailwind, a development with direct implications for Coinbase(COIN)and stablecoin-linked public issuers. Bitcoin futures open interest entered Monday near $57.6B,per CoinGlass data cited by MEXC, an elevated positioning level at a key resistance band that raises liquidation-cascade risk for high-beta names including MARA Holdings(MARA)and Riot Platforms(RIOT).STRATEGY ZERO-BUY WEEK:Strategyconfirmed in its weekly 8-Kzero bitcoin acquired in the April 27-May 3 window, the second zero-purchase week since late March. The company holds 818,334 bitcoin at an aggregate cost basis of $61.81B and an average purchase price of $75,537, while simultaneously raising $82M during the same period by selling 492,210 MSTR shares through its at-the-market equity program.Strive(ASST)crossed 15,000 bitcoin in its corporate treasury as of May 1,per a regulatory filing, up from 14,557 on April 24, with $97.9M cash and $50.4M in Strategy STRC preferred stock also on the balance sheet. The preferred stock position makes Strive a layered proxy on both bitcoin spot price and the Strategy preferred-equity ecosystem, adding structural correlation between the two names.BITMINE'S ETH CONCENTRATION:BitMine Immersion Technologies(BMNR)reported its ether(ETH-USD)treasury reached 5,180,131 ether as of May 3 at $2,336 per coin, representing 4.29% of total circulating ether supply, with 200 bitcoin, $700M cash, and other positions bringing the combined portfolio to $13.1B,per a company press release. A 4.29% concentration of total supply at a single publicly traded entity carries meaningful price-impact and validator-influence implications for the Ethereum network.Cash on the BitMine balance sheet fell to $700M, down from $940M week-over-week, consistent with continued ether accumulation funded from treasury,per the concurrent filing. The filing discloses that approximately 84% of ether holdings, or 4,362,757 ether, have been moved into staking through MAVAN, adding validator yield to the treasury's return profile and deepening the company's operational exposure to the Ethereum staking ecosystem.WESTERN UNION STABLECOIN LAUNCH:Western Union(WU)officially launched USDPT, a U.S. dollar-backed payment stablecoin issued by Anchorage Digital Bank and built on Solana(SOL-USD), initially targeting the Philippines and Bolivia before expanding to 40-plus countries through 2026,per a company press release. In a concurrent release, Western Unionnamed Fireblocks as its infrastructure partnerfor wallet, settlement, and financial operations underpinning USDPT, illustrating how incumbent remittance operators are opting for third-party institutional custody infrastructure rather than building in-house blockchain capability.MINING AND BLOCKCHAIN INFRA:Hut 8(HUT)replaced its prior bitcoin-backed credit facility with Coinbase Credit with a new $200M, 364-day line from FalconX at a fixed 7.0% rate, a 200 basis-point improvement that simultaneously frees approximately 3,300 bitcoin worth roughly $260M from collateral,as stated by the company.Broadridge Financial Solutions(BR)reported its Distributed Ledger Repo platform processed $368B in average daily volume in April, a 268% year-over-year increase and nearly 4% sequential gain from March,totaling nearly $8T for the month. Separately, BitGo Holdings(BTGO)wasappointed as an additional custodian for the Virtune Stablecoin Index ETPin the EU and EEA under its MiCA license, adding regulated European institutional custody mandates to its footprint.CURRENC FY25 RESULTS:Currenc Group(CURR)reported$37.8M in FY25 revenuewith a net loss narrowed to ($18.5M), as the entity executes a strategic pivot toward Web3 and AI that includes a previously announced reverse merger with Animoca Brands. If the transaction closes, Animoca's blockchain asset portfolio would arrive on the books of a publicly traded U.S.-exchange issuer alongside the newly reported financial profile.WHALE FLOWS AND ON-CHAIN SIGNALS:U.S spot bitcoin ETFs logged $630M in net inflows on May 1,per Ambcrypto, tracking toward the roughly $1.9B to $2.4B monthly pace seen in April, supporting BlackRock's(BLK)bitcoin ETF AUM and custody revenue at Coinbase. On Hyperliquid, a tracked wallet known as 'pension-usdt.eth' held a 1,000 bitcoin short entered near $67,992 at 3x leverage,with unrealized losses expanding past $10M as bitcoin approached $80,000.PRICEE ACTION:As of time of writing, bitcoin was trading at$80,224.61, while ether was trading at$2,369.71,according to price data from TipRanks.
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