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Released on April 17, 2026. After Strategy, Inc. (NASDAQ: $MSTR) established the Bitcoin corporate reserve paradigm and Metaplanet (TSE: 3350) transplanted it to the Japanese capital market, a number of companies are attempting to replicate the same capital operation logic on Ethereum, Solana, and even broader ecological assets. DeFi Development Corp. (NASDAQ: $DFDV) is one of the most representative cases—this former commercial real estate technology company completed its strategic shift in April 2025, positioning itself as a "SOL digital asset reserve company." According to CoinGecko data, it is currently the third largest publicly listed holder of SOL globally and has achieved deep operational participation in the Solana ecosystem. Whether its logic is sustainable is a key test for determining whether the "non-Bitcoin asset reserve" track can be established.

Bitget UEX Daily Report

Released on April 16, 2026. Goldman Sachs Group, Inc. (NYSE: $GS) submitted Form 485APOS to the U.S. SEC on April 14, applying to launch the Goldman Sachs Bitcoin Premium Income ETF—this is the first Bitcoin-linked ETF independently issued by Goldman Sachs in its history, utilizing a covered call option strategy to exchange some price upside potential for regular income. This move marks the official transition of Wall Street's Bitcoin ETF competition from the "spot access battle" to the second phase of "product structure differentiation"—Goldman Sachs chooses not to confront BlackRock, Inc. (NYSE: $BLK) directly with its $IBIT, but instead carves out a new investor segment with "income."

Bitget UEX Daily Report

Bitget UEX Daily Report

Released on April 15, 2026. The decentralized AI infrastructure project DeAgentAI (currently operating in the Sui and BNB ecosystems, not yet listed) announced the establishment of the AIA ecological fund, focusing on the integration track of "AI Agent + Physical AI." It has completed strategic investments in two seed round projects: the predictive market decision system AliceAI and the ASIC AI inference chip. The establishment of this fund reflects the deep logic behind the early entry of institutional capital into the on-chain AI infrastructure field in 2026—cost reduction in computing power, reliable execution of inference, and the implementation of on-chain agents are forming a new investment narrative distinct from that of large model training.

Bitget UEX Daily Report

Released on April 14, 2026. Former Bitcoin mining company Bitfarms officially completed its relocation to the United States and rebranded as Keel Infrastructure Corp. on April 1, and began trading on NASDAQ and the Toronto Stock Exchange under the $KEEL ticker on April 6, marking the official completion of its strategic transformation from a pure Bitcoin mining company to an AI/HPC data center infrastructure operator. This case reflects the deep differentiation logic in the Bitcoin mining sector in 2026: under the dual pressure of high computing power costs and a depressed BTC price, mining companies are undergoing a more intense reconstruction of their business models than ever before.

Bitget UEX Daily Report

Released on April 13, 2026. With the U.S. Senate resuming full sessions today, the "Digital Asset Market Clarity Act" (CLARITY Act) enters the final sprint phase of the legislative window—the Senate Banking Committee's markup is targeted for late April, and missing this deadline would almost declare the 2026 legislation a failure. Coinbase Global, Inc. (NASDAQ: $COIN) CEO Brian Armstrong publicly endorsed a reversal of position on April 10, coupled with the release of a related research report from the White House Council of Economic Advisers, which suddenly changed the dynamics of the bill; whether Circle Internet Group, Inc. (NYSE: $CRCL) can retain revenue flexibility in its stablecoin business model in the final text will become a core variable in its valuation reshaping.