growth

According to CoinDesk, Bitfinex cites BitGo data showing that the supply held by Bitcoin "belief buyers" has surged to nearly 4 million BTC, a 300% increase since the end of 2025. At the current price of about $80,000, this "belief" capital is worth approximately $320 billion.Bitfinex states that the current accumulation trend is the largest two-quarter surge of high-belief buying since the pandemic crash in 2020, with an increasing amount of Bitcoin realizing value no longer circulating on exchanges but instead moving into the hands of entities that trade very little.Mati Greenspan, founder of Quantum Economics, notes that the exact methodology of the BitGo "belief buyer" metric is not clear, but historically, the combination of tightening liquid supply and demand recovery has created conditions for Bitcoin's most aggressive upward expansions.

According to Jinshi reports, Federal Reserve official Collins stated that strong productivity growth should help alleviate inflationary pressures.

The globally leading cryptocurrency trading platform Gate has released the special edition "Behind Gate: Dr. Han" for its thirteenth anniversary, presenting the multi-day itinerary of founder and CEO Dr. Han in Hong Kong in a documentary format. The content covers key moments such as team activities, client meetings, media communications, the Gate 13th anniversary blue carpet ceremony, and speeches at the University of Hong Kong, focusing on his high-intensity work pace and external communication dynamics.The video also presents Dr. Han's thoughts on iWeb3, as well as his ongoing viewpoints in public speeches and media communications, covering directions such as intelligent infrastructure and industry development trends. It is mentioned in the film that the 13th anniversary is seen as a new starting point for development, and based on long-term accumulation, the platform has completed phased preparations in technology, products, and global layout.Overall, this issue continues the series' documentary style, reflecting Gate's current accelerated pace in business advancement and industry communication from multiple aspects, including team collaboration, external communication, and brand activities. As the platform enters its 13th anniversary and its global user base surpasses 53 million, its ongoing progress in compliance and global expansion further releases clear signals for the next stage of growth.

The BAI platform announced user data for May 11, showing that the platform gained 8,756 new users that day. While maintaining strong growth, the proportion of Stripe payments among the core paying group has risen to 69.0%, indicating a steady improvement in retention rates among traditional developers and production-level users. In terms of business structure, the DeepSeek-V4 series has contributed nearly 60% of Token consumption due to its extreme cost advantages. This series of models, with ultra-low latency, high concurrency, and high throughput capabilities, is becoming an indispensable core execution engine in the AI Agent era. The B.AI platform will continue to provide developers with efficient and economical model services, helping more AI-native applications to be implemented.

According to a report by CoinGecko, as of March 31, 2026, the market value of tokenized real-world assets (RWA) reached $19.32 billion, a growth of 256.7% from $5.42 billion at the beginning of 2025. Among them, tokenized U.S. Treasury bonds remain the largest category, with a scale exceeding $10 billion; tokenized commodities increased to $5.55 billion, mainly driven by gold-backed tokens XAUT and PAXG.The report also stated that in the first quarter of 2026, the trading volume of tokenized gold spot reached $90.7 billion, and the trading volume of tokenized stock spot reached $15.1 billion, both exceeding the levels of the corresponding period in 2025. During the same period, the total trading volume of RWA perpetual contracts rose to $524.8 billion.

According to CryptoQuant analyst Darkfost, Bitcoin's realized market capitalization month-on-month growth rate has turned positive at +0.25%, marking the beginning of capital flowing back into the Bitcoin market.Bitcoin's realized market capitalization measures the difference between profits and losses realized in the market, reflecting the transfer of assets from weak hands to strong hands and an improvement in sentiment. However, Darkfost also cautions that the market's subsequent direction should pay attention to the sustainability of this indicator.

Artificial intelligence is driving economic growth in the United States: investments in software and IT equipment contributed +134 basis points to GDP growth in the first quarter of 2026, growing by 2.0%, marking the largest quarterly contribution in history. This means that 67% of economic growth in the previous quarter was driven by artificial intelligence.In other words, without technology investments driven by artificial intelligence, GDP growth in the first quarter would have been close to flat. This contribution is also about 10 basis points higher than the record set in 1999. Over the past five quarters, investments in software and IT equipment have averaged a contribution of +90 basis points per quarter, setting the highest contribution for any consecutive five quarters on record. The U.S. economy has become highly dependent on artificial intelligence.

According to Cointelegraph citing Santiment data, Chainlink whales and shark addresses holding between 100,000 to 10 million LINK have accumulated an additional 32.93 million LINK over the past month, an increase of about 7.7%. Historically, this is usually a bullish signal, often indicating that prices will rise.

According to Jinshi reports, Federal Reserve official Daly stated that wage growth is in line with the 2% inflation target.

The latest report released by Bank of America (BofA) indicates that in April, the user growth of Gemini and Claude was robust, while the growth rate of ChatGPT continued to slow down. The report stated: In terms of U.S. web traffic, Google saw a year-on-year increase of 2% to 546 million visits, ChatGPT grew by 30% year-on-year to 34 million visits (equivalent to 6% of Google), Bing decreased by 6% year-on-year to 44 million visits, and Claude increased by 715% year-on-year to 7.1 million visits. In terms of month-on-month growth, Google grew by 1%, ChatGPT grew by 1%, Claude grew by 28%, and Gemini grew by 8%.

According to Jinshi reports, Federal Reserve's Goolsbee stated that although the labor market is stable, it is not ideal. Currently, the growth of non-farm payrolls is not a good indicator of the economy's idle capacity.

According to Jinshi reports, Federal Reserve's Goolsbee stated that if households expect future income to grow and anticipate wealth gains from higher productivity, they may increase spending, thereby driving up inflation.

According to BTCtreasuries, Strive $ASST has increased by 61% in the past 30 days, and its BTC holdings have grown by 9.17%; if the strategy continues to increase at the same rate, it will need to purchase 70,327 BTC.

Bitget announced a strategic partnership with the Web3 women's organization WIW3CH. Both parties will rely on Bitget's Blockchain4Her program to provide more systematic educational resources, industry connections, and career development support for female practitioners.This collaboration will start with a special podcast featuring Bitget CEO Gracy Chen, sharing her career growth experiences and providing more practical advice for women who have just entered the blockchain industry. The two parties will also jointly publish a series of educational articles covering Web3 technology analysis and career development paths.As a long-term project promoting women's growth, Blockchain4Her has been advancing since its launch in 2024, focusing mainly on four directions: enhancement, empowerment, education, and inclusivity. The program has funded 11 women-led startup projects through recent initiatives like the "Lady Forward" event and the "Pitch n' Slay" entrepreneurship competition, reaching hundreds of thousands of audiences through global events.

According to Jinshi reports, Federal Reserve's Goolsbee stated that GDP growth was unexpectedly strong, and consumer spending is also progressing steadily.

Bitget, through the Blockchain4Her program, continues to promote the popularization of Web3 women's education and community building in emerging markets such as the Philippines. This program focuses on providing a systematic blockchain knowledge framework for women and youth, helping them participate in the long-term development of Web3 with a solid understanding and gain more substantial opportunities within the industry.To achieve this goal, Blockchain4Her has supported several grassroots initiatives led by local female advocates. These include: transforming blockchain technology into practical development opportunities for underdeveloped communities; developing exclusive learning materials titled "Young Learners' Encyclopedia" for youth; and building a learning community focused on risk control and trading discipline. These initiatives not only help local beginners avoid misinformation and establish a rational understanding of Web3 but also align closely with Bitget's partnership with UNICEF in promoting digital skills and blockchain education globally.Bitget CEO and Blockchain4Her founder Gracy Chen stated, "Our original intention is to provide a more equal and open environment for women to explore Web3. Seeing more and more outstanding women engaging in community building shows us how true industry inclusivity takes root and flourishes from the grassroots."

Robinhood's cryptocurrency business performance significantly declined in the first quarter of 2026. The company reported cryptocurrency revenue of $134 million, a 47% decrease compared to the same period last year; the nominal volume of cryptocurrency trades on the native app was $24 billion, down 48% year-over-year. This decline continues the trend observed since the end of 2025, when Q4 cryptocurrency trading revenue had already dropped by 38%. Robinhood stated in its quarterly report that the acquired Bitstamp trading platform contributed $42 billion in trading volume but did not provide year-over-year data.Despite the weakness in the cryptocurrency business, Robinhood's overall trading revenue still grew by 7% year-over-year to $623 million, mainly due to a 320% surge in prediction market revenue. Options revenue increased by 8% to $260 million, while stock revenue surged by 46% to $82 million. The company's net profit reached $346 million, a 3% increase year-over-year.