吴区块链周刊：新任美联储主席对加密货币的立场、以太坊Glamsterdam升级进展、Coinbase计划收购USDH品牌资产等1。美国参议院确认凯文·沃什 (Kevin Warsh) 担任美联储主席 美国参议院以 54 比 45 票确认凯文·沃什 (Kevin Warsh) 担任美联储主席，接替杰罗姆·鲍威尔 (Jerome Powell)，鲍威尔的任期将于本周结束。这是历史上参议院确认美联储主席人数的最窄差距，反映出在美联储独立性和利率政策方面的党派分歧日益扩大。沃什在提名确认听证会上表示，美联储的货币政策将在他的领导下保持“严格独立”，尽管市场正在关注他是否会与唐纳德·特朗普推动降息保持一致。与此同时，美国4月PPI同比上涨6%，超出市场预期，能源价格上涨带动的通胀压力持续扩散。美联储主席提名人凯文·沃什最新披露的财务信息显示，其资产超过1亿美元，主要持仓包括对Juggernaut Fund LP的两笔投资，每笔价值均超过5000万美元。此外，通过
Warsh 是一家名为 DCM Investments 10 LLC 的实体，持有一系列规模较小、单项市值不超过 50 万美元的早期项目的股权或股权，涵盖 SpaceX、预测市场平台 Polymarket 以及多个加密货币和人工智能相关公司和基于工具的项目。报告中提到的实体包括以太坊开发平台 Tenderly、加密金融服务平台 Lemon Cash 以及消费信贷新银行领域的金融科技初创公司。Warsh 此前曾表示，比特币波动性太大，无法作为记账单位或支付媒介，但可以充当类似于黄金的价值储存手段。他还认为，加密货币应主要被视为软件技术，而不是真正的货币。2。澄清法案清除美国参议员
WuBlockchain Weekly: New Fed Chair’s Stance on Crypto, Progress of Ethereum’s Glamsterdam Upgrade, Coinbase Plans to Acquire USDH Brand Assets, etc
1. U.S. Senate Confirms Kevin Warsh as Federal Reserve Chair link
The U.S. Senate confirmed Kevin Warsh as Chair of the Federal Reserve by a vote of 54‑45, succeeding Jerome Powell whose term will end this week. This represents the narrowest Senate margin in the history of Federal Reserve Chair confirmations, reflecting growing partisan divisions over the Fed’s independence and interest‑rate policies. Warsh stated during his confirmation hearing that the Federal Reserve’s monetary policy would remain “strictly independent” under his leadership, though markets are watching whether he will align with Donald Trump’s push for interest‑rate cuts. Meanwhile, U.S. April PPI rose 6% year‑on‑year, exceeding market expectations, with inflationary pressures driven by higher energy prices continuing to spread.
The latest financial disclosure filed by Kevin Warsh, the nominee for Federal Reserve Chair, shows his assets exceed $100 million, with major holdings including two investments in Juggernaut Fund LP each worth over $50 million. In addition, through an entity named DCM Investments 10 LLC, Warsh holds equity or stakes in a series of early‑stage projects of smaller scale with individual market values no more than $500,000, covering SpaceX, prediction market platform Polymarket, and multiple cryptocurrency‑ and AI‑related companies and tool‑based projects. Entities mentioned in reports include Ethereum development platform Tenderly, crypto financial services platform Lemon Cash, and fintech startups in consumer‑credit neobanking.
Warsh has previously stated that Bitcoin is too volatile to serve as a unit of account or payment medium, yet may function as a store of value similar to gold. He also argues that cryptocurrencies should be regarded primarily as software technology rather than genuine currencies.
2. Clarity Act Clears U.S. Senate Banking Committee, Heads for Full Senate Vote link
Ahead of the U.S. Senate Banking Committee’s upcoming markup vote on the Crypto Market Structure Bill (CLARITY Act), committee members have submitted more than 100 amendments to the legislation. Despite bipartisan behind‑closed‑doors negotiations over the past several months, disagreements remain over key details. The amendments mainly focus on strengthening investor protection, refining the stablecoin regulatory framework, and enhancing anti‑money‑laundering and counter‑illicit‑financing safeguards.
According to crypto journalist Eleanor Terrett, the CLARITY Act has cleared the U.S. Senate Banking Committee by a vote of 15‑9, with Democratic Senators Ruben Gallego and Angela Alsobrooks voting in favor. The bill will next head to a full Senate vote.
3. Bank of England Considers Easing Stablecoin Rules, Re‑Evaluating Holding Caps and Reserve Requirements link
The Bank of England (BoE) is considering reassessing its proposed regulatory framework for sterling stablecoins. Deputy Governor Sarah Breeden stated that the central bank is exploring alternatives to the proposed stablecoin holding limits for individuals and businesses, and evaluating whether the requirement mandating that at least 40% of reserve assets be held interest‑free at the Bank of England is overly conservative. Previously, the digital asset industry warned that strict restrictions would curb adoption and render UK‑based tokens economically uncompetitive. Under the November 2025 consultation paper, the original plan set individual holding limits at £20,000 and corporate limits at approximately $13.5 million.
4. JPMorgan to Launch Second Tokenized Money Market Fund JLTXX on Ethereum link
JPMorgan Chase is launching its second tokenized money market fund, the OnChain Liquidity‑Token Money Market Fund with ticker symbol JLTXX, on Ethereum. The fund will invest in U.S. Treasury securities and overnight repurchase agreements collateralized by Treasury securities or cash, and plans to comply with reserve asset requirements for stablecoin issuers under the GENIUS Act. Documents indicate the fund is issued on Ethereum, with blockchain‑related administration handled by JPMorgan’s Kinexys Digital Assets. Previously, JPMorgan launched its first tokenized money market fund MONY on Ethereum last year.
5. Ethereum Foundation Unveils Glamsterdam Upgrade Progress and New Head of Protocol Cluster link
The Ethereum Foundation released the Protocol Cluster May 2026 update. Developers advanced testing and preparation for the upcoming Glamsterdam upgrade during an interop event held in Svalbard, Norway, confirming multiple key milestones, including setting a 200‑million gas limit floor target, completing multi‑client devnet testing for ePBS, finalizing the EIP‑8037 state access repricing scheme, and pushing forward preparations for FOCIL and native Account Abstraction (AA) related to the Hegotá upgrade. Meanwhile, the Ethereum Foundation’s Protocol Cluster underwent leadership restructuring, with Will Corcoran, Kev Wedderburn and Fredrik appointed as new cluster leads. Current priorities remain the advancement of work related to the Glamsterdam, Hegotá and Strawmap roadmaps.
6. Coinbase to Become Official USDC Treasury Issuer on Hyperliquid and Acquire USDH Brand Assets link
Coinbase announced deeper cooperation with Hyperliquid, officially becoming the official treasury issuer for USDC as the Aligned Quoting Asset (AQA) on the platform. As part of the transition, Native Markets has agreed to grant Coinbase the right to purchase brand assets of its stablecoin project USDH. The USDH market will be gradually shut down over time, during which users can still convert USDH to USDC or fiat currency free of charge via Native Markets’ dashboard.
7. Circle Completes Arc Native Token Presale, Raising $222 Million link
Circle has completed the presale financing for its native token of the new public blockchain Arc, raising $222 million with an implied fully‑diluted valuation of approximately $3 billion. a16z led the round with $75 million, and BlackRock, Apollo, ICE, SBI, ARK Invest participated. Circle CEO Jeremy Allaire stated that Arc is positioned as public‑chain infrastructure for institutional finance, aiming to expand Circle from a stablecoin issuer to an “internet platform company”. Circle released its Q1 2026 financial results, showing USDC circulation stood at $77 billion at quarter‑end, a 28% year‑on‑year increase; on‑chain transaction volume reached $21.5 trillion in Q1, surging 263% year‑on‑year. The company recorded total revenue and reserve income of $694 million in Q1, up 20% year‑on‑year; net profit from continuing operations was $55 million, down 15% year‑on‑year; and adjusted EBITDA hit $151 million, a 24% year‑on‑year rise.
8. Arthur Hayes: Dollar‑RMB Credit Expansion to Boost Crypto Market; Bitcoin’s Rally to $126,000 Inevitable link
Arthur Hayes, co‑founder of BitMEX, stated in his latest article The Butterfly Touch that competition in AI infrastructure, war spending, and nations shifting toward reserves of infrastructure and critical commodities will drive continued expansion of dollar and renminbi credit, benefiting Bitcoin and crypto assets. Hayes believes Bitcoin bottomed near $60,000 and a renewed breakout above $126,000 is “inevitable”, with price gains likely accelerating if it surpasses $90,000. Additionally, he revealed his family fund Maelstrom has heavily weighted HYPE and ZEC, and will next focus on and position in NEAR. The above are Hayes’ personal views and do not constitute investment advice.
Wintermute noted that U.S. equities rose for the sixth consecutive week, with the Nasdaq and S&P 500 hitting new highs. BTC also broke above $80,000 for the first time since January, reaching around $83,000 and surmounting the 200‑day moving average that capped prices over the past seven months. However, Wintermute argues the latest BTC rally is more of a short squeeze in the short term rather than a healthy breakout. Open interest climbed from $48 billion to $58 billion within a month, while spot trading volume remains at a two‑year low. Bull market confirmation typically requires spot buying pressure, whereas current gains stem largely from forced short‑covering in derivatives contracts. Wintermute also indicated CPI data and the Federal Reserve Chair transition could emerge as key macroeconomic variables.
9. Michael Saylor: Strategy’s Partial Bitcoin Dividend Sale Has Limited Impact, Continuous Accumulation to Continue link
Michael Saylor, Executive Chairman of Strategy, stated in an interview with CoinDesk that even if the company sells part of its Bitcoin holdings to pay dividends in the future, the overall impact will be “negligible”, as the volume of Bitcoin the company plans to purchase remains far larger than potential sales. He also responded to criticism that the firm always buys Bitcoin at market peaks, noting that Strategy acquires more Bitcoin via equity swaps when MSTR’s equity premium is at its highest to boost per‑share Bitcoin exposure. Saylor added that Strategy dynamically adjusts capital market activities based on Bitcoin yields and balance‑sheet credit conditions, and its STRC perpetual preferred stock structure enables sustained financing capacity during bear markets.
10. Claude Helps Recover 9‑Year‑Old Dormant BTC Wallet link
User Cprkrn posted that Anthropic’s Claude AI helped him recover a Bitcoin wallet dormant for nearly nine years holding 5 BTC (approximately $400,000). On‑chain data shows the relevant address had no fund movements since 2015 until recently becoming active again. Cprkrn stated he previously failed to restore access using tools including btcrecover and Hashcat. After uploading old computer files to Claude, the AI helped identify old wallet files linked to seed phrases in his notebooks, leading to successful recovery. Wallet recovery experts commented that Claude assisted the user in analyzing, filtering and matching clues across massive historical files as part of an AI‑aided digital forensics and password recovery process, rather than breaking Bitcoin’s underlying cryptography.
Fundraising
- Coinbase Invests in Commonware to Launch Route 66, Lowering Dedicated Blockchain Access Costs link
- Digital Asset Pursues New Funding Round at ~$2 Billion Valuation, With a16z Crypto Leading $300 Million link
- Circle Completes Arc Native Token Presale, Raising $222 Million link
- Blockchain Analytics Firm Elliptic Secures $120 Million in New Funding Round link
- Stablecoin Digital Bank Fasset Closes $51 Million Series B Funding link
- Bitcoin Custody Platform Onramp Raises $12.5 Million Series A, Pre‑money Valuation Hits $135 Million link
- Financial Infrastructure Firm Stitch Secures $25 Million Series A Funding link
- Ripple Prime Secures $200 Million Credit Facility from Neuberger Berman link
- New U.S. Stablecoin Bank Augustus Obtains OCC Charter and Closes $40 Million Funding link
- Capital B Raises €15.2 Million Private Placement to Boost Bitcoin Holdings link
- Sky Leads $13.5 Million Funding for Osero; Stablecoin Sector Accelerates Distribution Channel Competition link
- Turnkey Secures $12.5 Million Strategic Funding Backed by Archetype and Circle Ventures link
- Boundary Labs Closes $2 Million Pre‑seed Round, Set to Launch Institutional Stablecoin USBD link
Learn more, check out crypto-fundraising.info.
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