吴区块链周报：Strategy首次出售BTC、Hayes出售HYPE控股、币安推出代币化美股等1。 Strategy在近年来的首次处置中出售了32个比特币链接根据Strategy向美国证券交易委员会提交的8-K表格，该公司在2026年5月26日至5月31日期间出售了32个比特币，这是近年来的首次此类处置。总收益约为 250 万美元，平均售价约为 77,135 美元。根据文件，出售所得款项将指定用于支付优先股股息。截至 5 月 31 日，Strategy 持有 843,706 枚比特币，总收购成本约为 638.7 亿美元，平均购买价格约为 75,699.2 美元。 BitMine 增加 26,497 ETH；总持有量达到 5,416,901 ETH linkBitMine 上周增加了 26,497 ETH 持有量，使其总 ETH 余额达到 5,416,901，相当于以太坊总流通供应量的约 4.49%。该公司持有的加密资产、现金和其他投资总价值约为 116 亿美元，其中包括价值约 108.5 亿美元的 ETH 和 4.46 亿美元的现金。 BitMine 披露其 4,718,677 枚 ETH 已被质押，会计
其 ETH 库存总量超过 87%，根据现行收益率预计年质押收入约为 2.58 亿美元。 Tom Lee 认为，ETH 目前的市场价格并未反映出以太坊持续的根本性改善，该公司的目标是到 2026 年底拥有以太坊总供应量的 5%。 Bitmine Immersion Technologies 本周宣布发行 300 万股 A 轮永久优先股，年票面利率为 9.50%。每股面值和初始清算优先权为 100 美元，股息年利率为 9.50%，并按每周现金支付方式宣派股息。此次发行的净收益指定用于一般公司用途，其中可能包括进一步购买 ETH 和
WuBlockchain Weekly: Strategy Makes First BTC Sale, Hayes Sells HYPE Holdings and Binance Launches Tokenized US Stocks, etc
1. Strategy Sells 32 BTC in Its First Disposal in Recent Years link
According to the Form 8-K filed by Strategy with the US SEC, the company sold 32 Bitcoin between May 26 and May 31, 2026, marking its first such disposal in recent years. The total proceeds stood at approximately $2.5 million with an average selling price of around $77,135. Proceeds from the sale are earmarked for preferred stock dividend payouts per the filing. As of May 31, Strategy held 843,706 Bitcoin with an aggregate acquisition cost of roughly $63.87 billion and an average purchase price of about $75,699.
2. BitMine Adds 26,497 ETH; Total Holdings Hit 5,416,901 ETH link
BitMine added 26,497 ETH to its holdings last week, bringing its total ETH balance to 5,416,901, equivalent to roughly 4.49% of Ethereum’s total circulating supply. The firm’s combined holdings of crypto assets, cash and other investments are valued at approximately $11.6 billion, consisting of around $10.85 billion worth of ETH and $446 million in cash. BitMine disclosed that 4,718,677 of its ETH has been staked, accounting for over 87% of its total ETH inventory, with projected annual staking revenue of about $258 million based on prevailing yield rates. Tom Lee argued that ETH’s current market price has not priced in ongoing fundamental improvements across Ethereum, and the company targets owning 5% of Ethereum’s total supply by the end of 2026.
Bitmine Immersion Technologies announced this week the issuance of 3 million shares of Series A perpetual preferred stock carrying an annual coupon rate of 9.50%. Each share bears a par value and initial liquidation preference of $100, with dividends accruing at the 9.50% annual rate and declared dividends scheduled for weekly cash disbursement. Net proceeds from the offering are earmarked for general corporate purposes, which may include further purchases of ETH and alternative digital assets, expansion of staking and validator node infrastructure including MAVAN, working capital replenishment, strategic investments tied to Ethereum ecosystem development and mainstream digital asset adoption, plus common stock repurchases.
3. US Treasury Secretary: US Explores Strategic Bitcoin Reserve Prudently link
US Treasury Secretary Scott Bessent said at a hearing of the Senate Finance Committee that the Treasury Department is moving forward with the establishment of the strategic Bitcoin reserve and digital asset reserve required under President Trump’s executive order at a prudent pace, noting the initiative covers emerging new technology sectors and requires sustainable long-term best practices. Bessent added the US administration is advancing legislation governing digital assets and backs the CLARITY Act to keep digital asset businesses and their regulatory framework domiciled in the United States. The US currently holds approximately 328,400 BTC worth around $21.5 billion.
4. Coinbase Completes America’s First Bitcoin-Backed Mortgage Loan link
Coinbase announced the closing of America’s first Fannie Mae-backed mortgage secured by Bitcoin as underlying collateral. Originated and serviced by Better with technological support from Coinbase, the loan enables borrowers to pledge BTC or USDC held in their Coinbase accounts as collateral for down payment financing without mandatory liquidation of digital holdings. Coinbase stated the product will roll out nationwide this summer to deliver innovative mortgage alternatives for Bitcoin holders.
5. Binance Research: US Equities Drain Capital From Crypto Space link
Binance Research stated in a report that the recent downturn in the crypto market may stem not from internal factors of the crypto sector but capital absorption by US equities. It noted the CBOE Dispersion Index climbed to 42, the third highest reading on record, reflecting extreme concentration of S&P 500 capital in a handful of popular themes. Massive capital inflows into AI, semiconductors, defense, energy and commodities tend to sideline BTC. Per Binance Research, BTC has historically bottomed out within zero to 20 weeks after episodes of extreme US stock capital concentration at a median of roughly two weeks; absent sector-specific crypto crises, such capital diversion is typically temporary.
6. Binance Launches On-Chain Tokenized US Stocks via bStocks link
Binance unveiled details of its US stock trading service, enabling non-US users to trade over 7,000 US stocks and ETFs with fractional share investment starting from a minimum of $5. The service operates 24 hours a day for five days per week. While stock trades incur zero commissions, a minimum platform fee of $0.35 applies per order, with a 10-basis-point charge levied on trade values exceeding $350. Users can purchase equities using USDT, USDC, BNB and other digital assets; Nest Trading serves as the brokerage and Alpaca handles asset custody and dividend administration. The tokenized stock product bStocks is set to launch in the coming weeks. Meanwhile, the Full Payment Securities Lending (FPSL) service will go live on June 4, allowing users to lend held securities for supplementary earnings.
Binance recently rolled out its US stock and ETF trading service and outlined its revenue-sharing agreement with Alpaca under Clause 11 of its Securities Trading Product Terms. Binance receives 50 percent of payment for order flow (PFOF) collected by Alpaca. Users may lend their fully owned securities to institutional borrowers for short selling and market-making activities. After Alpaca deducts lending proceeds and distributes interest to users, Binance gets 65 percent of Alpaca’s residual surplus revenue. The clause also discloses Binance holds a minority equity stake in Alpaca.
7. Arthur Hayes Fully Exits HYPE & NEAR, Expects Crypto Market Peak Before September link
Arthur Hayes, co-founder of BitMEX, announced he has fully liquidated all his HYPE and NEAR holdings and will elaborate on his rationale in his upcoming article Reality Test due next week. His preliminary reasoning includes climbing energy prices driven by Iran-related conflicts and inventory restocking plans, three major AI firms slated for IPOs between this summer and early Q3, plus Donald Trump’s potential policy pivot to an anti-AI stance to shore up midterm election support. He forecasts market highs to emerge between now and September, prompting his profit-taking.
Per tracking data from OnchainLens, Hayes offloaded 247,334 HYPE tokens valued at roughly $18.02 million, alongside an undisclosed quantity of NEAR.
Previously, Hayes wagered a $100,000 charitable bet with Kyle Samani, co-founder of Multicoin Capital, betting HYPE would outperform all top-ten cryptocurrencies by year-end; Samani accepted the bet and backed SOL instead.
8. CME Goes Live With 24/7 Crypto Futures & Options; Weekend Volume Tops $50M link
CME Group, the world’s largest derivatives exchange, announced the official launch of round-the-clock cryptocurrency futures and options trading, enabling market participants to trade regulated crypto derivatives on weekends and off-hours. Over 7,200 contracts with a notional value of approximately $50 million changed hands during its debut weekend. CME said the launch caters to market demand for all-hours liquidity and risk management tools while bridging the gap between traditional finance and crypto’s nonstop trading model. Bitcoin Volatility Futures have also been enabled for 24/7 trading concurrently.
9. Charles Schwab to Roll Out Crypto Spot, Transfer and Custody Services in 2027 link
US brokerage and custody giant Charles Schwab plans to roll out spot cryptocurrency trading, transfer and custody functions on its advisor custody platform in 2027. Jalina Kerr, Managing Director of Schwab Advisor Services, said the project is progressing on track and scheduled for launch around the middle of next year, though the timeline remains subject to change. Previously, Schwab has opened spot trading for Bitcoin and Ethereum to retail clients this year.
10. Zcash Founder Zooko Publishes Full Details on Critical Orchard Counterfeiting Exploit Bug link
Zooko, founder of Zcash, stated in a post that security researcher Taylor Hornby using Claude discovered a critical counterfeiting vulnerability in Zcash’s Orchard pool on May 29 and reported it to the Zcash Open Development Lab (ZODL). ZODL subsequently coordinated an emergency ecosystem response, with remediation fully completed on June 2. Shielded Labs confirmed the vulnerability is functional and exploitable; an exploit coded by Taylor on a local testnet could produce unlimited untraceable counterfeit ZEC. Orchard’s privacy design rules out purely cryptographic confirmation of pre-fix exploitation, yet the entity puts low odds on prior abuse. Shielded Labs is drafting a network upgrade proposal to launch a new shielded pool and apply turnstile accounting across all Orchard-derived tokens, enabling universal verification of Zcash supply integrity and proof of zero counterfeit ZEC within the original Orchard pool.
Wei Dai, research partner at 1kx, commented on the zero-knowledge circuit flaw in Zcash Orchard that the oversight looks obvious in hindsight yet slipped past rigorous protocol designers, cryptographers and auditors. He warned market conditions may deteriorate further before improvement, and broader formal verification coverage stands as the only sustainable long-term remedy.
After vulnerability detection, Zcash miners and developers froze the Orchard shielded pool, which holds roughly 30 percent of all ZEC, to block potential exploitation pending patch deployment ahead of a hard fork, putting the network into a controlled partial halt that has since been resolved. Multiple block explorers and wallets including Cake Wallet and Zodl Wallet remain out of sync.
The Zcash Foundation later released Zebra versions 4.5.3 and 5.0.0 to patch the severe soundness vulnerability inside the Orchard Action circuit. Zebra 4.5.3 temporarily disabled Orchard actions via an emergency soft fork at mainnet block height 3,363,426. Zebra 5.0.0 activates the NU6.2 hard fork upgrade at block height 3,364,600 and reinstates Orchard using revised fixed circuits. According to the Zcash Foundation, the bug was uncovered before any confirmed exploitation, no unauthorized token minting occurred, user privacy remained intact, and Sapling alongside transparent transactions operated normally throughout the incident. All Zebra node operators are urged to upgrade promptly to version 5.0.0.
Claude, an AI large language model developed by Anthropic, previously assisted a user in parsing, filtering and cross-referencing massive archival documents to recover a dormant Bitcoin wallet containing 5 BTC worth approximately 400,000 US dollars after nearly nine years of inactivity.
Fundraising
- Coinbase has invested in ProShares’ money market ETF. link
- Fintech firm Ramp wrapped up a $750 million Series F financing round, lifting its valuation to $44 billion. link
- WasabiCard secured its Pre-A round, bringing its total fundraising to nearly $10 million. link
- NewLimit, co-founded by Coinbase’s CEO, closed a $435 million Series C funding round. link
Learn more, check out crypto-fundraising.info.
Follow us
Twitter: https://twitter.com/WuBlockchain
Telegram: https://t.me/wublockchainenglish