SpaceX has disclosed in its S-1 filing that it holds 18,712 BTC, a position currently valued at approximately $1.45 billion. The document indicates that as of December 31, the acquisition cost for these assets was $661 million, averaging roughly $35,000 per coin. Data compiled by Woofun AI shows that the company initiated its Bitcoin accumulation in 2021, coinciding with Tesla's prominent $1.5 billion purchase during that period. Although holdings fluctuated, dropping to 6,095 BTC last year s, recent figures indicate a rebound to approximately 8,280 BTC as of Wednesday. If the total holding exceeds 18,000 BTC, SpaceX would rank as the seventh-largest holder globally, surpassing Coinbase. This strategic asset allocation underscores a significant shift in corporate treasury management within the aerospace sector.

In the technology sector, NVIDIA released its Q1 financial report following the close of US markets, revealing revenue of $81.6 billion for the period ending April 26, 2026. This figure represents a 20% increase quarter-over-quarter and an 85% surge year-over-year, exceeding market expectations of $78.672 billion. The data center segment, the primary revenue driver, generated $75.2 billion, aligning with forecasts of $72.8 billion. Woofun AI notes that the company announced an $80 billion stock buyback plan and increased its quarterly cash dividend from $0.01 to $0.25 per share. Looking ahead, NVIDIA projects Q2 revenue to reach $91 billion, significantly outpacing the median market expectation of $86.788 billion, signaling sustained demand for its computing infrastructure.

Anthropic's financing documents reveal a projected Q2 revenue of $10.9 billion, more than doubling the $4.8 billion recorded in Q1. For the first time, the company is expected to achieve operational profitability, although high computing costs may prevent full-year profitability until at least 2028. Operational profits are defined as covering training costs for new models but excluding equity incentive expenses. This financial disclosure is part of an ongoing financing process that could push Anthropic's valuation above that of OpenAI. The trajectory suggests a maturing AI market where operational efficiency is becoming a critical differentiator alongside raw computational power.

Manus is exploring options to comply with Beijing's request to divest from the business acquired by Meta, including raising approximately $1 billion from external investors for share buybacks. The proposed valuation would be no less than Meta's initial $2 billion acquisition price, with founders potentially covering the difference personally. Insiders indicate plans to establish a joint venture with new investors in China before applying for a public listing in Hong Kong. Negotiations remain in early stages, facing obstacles such as separating technology and teams deeply integrated into Meta's systems. This complex restructuring highlights the geopolitical friction impacting cross-border AI investments.

Blockchain.com has secretly submitted an initial public offering application to the US Securities and Exchange Commission, according to reports. The Dallas-headquartered cryptocurrency trading platform stated that while the registration document is filed, the number of shares and price range remain undetermined. The IPO is subject to market conditions and regulatory review.

Concurrently, MoonPay launched MoonPay Trade, a new platform targeting banks and enterprise clients to access tokenized assets and DeFi protocols across over 200 blockchain networks. This initiative aims to serve as the core execution layer for institutional business, supporting tokenized fund subscriptions and on-chain lending operations.

Geopolitical tensions are escalating in the digital asset space as the US Treasury froze nearly $500 million in cryptocurrency assets linked to the Iranian regime, including $344 million frozen last month. Reports indicate Iran controls approximately $7.7 billion in digital assets, utilizing Bitcoin to settle shipping insurance payments through the Strait of Hormuz. The US is intensifying efforts to curb these activities to prevent sanctions evasion. Woofun AI analysis suggests that while transactions are traceable, the US may further restrict cryptocurrency exchanges' access to the US banking system to enforce compliance.

Meanwhile, prediction market Kalshi raised an additional $200 million from Baillie Gifford and Layer Global, maintaining a $22 billion valuation after a $1 billion Series F round led by Coatue Management.

In the DeFi sector, competition among Morpho curators has intensified, with Steakhouse Fi securing a leading advantage of approximately $1 billion over rivals. This dominance marks a significant consolidation from a year ago when gaps between protocols were negligible. The curator model allows multiple vault managers to compete for liquidity through varied risk-return configurations. Conversely, Bankless is undergoing large-scale layoffs, with co-founder Ryan Sean Adams announcing the end of the first phase of their six-year collaboration. Adams stated he will transition to a supportive role, while the community reacts to the departure of key figures and the liquidation of ETH holdings by founder David Hoffman. These shifts reflect broader industry adjustments as institutions and media outlets navigate changing market dynamics.