SpendNode Podcast: Crypto News & Analysis

Kairos Research data shows spot HYPE ETFs have absorbed 1.04% of Hyperliquid's circulating market cap in their first 10 trading days, a faster pace than early BTC ETF demand. Read the full article: https://www.spendnode.io/blog/hype-etfs-absorb-1-percent-market-cap-kairos-may-2026/

Hong Kong regulators finalized licensing rules for crypto advisors and fund managers under a same-business, same-risk, same-rules principle. Read the full article: https://www.spendnode.io/blog/hong-kong-crypto-advisor-fund-manager-licensing-rules-may-2026/

Bitcoin holds near $75,241 as traders track a forming golden cross signal, while Zcash slides 9% and altcoins follow majors lower on May 27, 2026. Read the full article: https://www.spendnode.io/blog/bitcoin-golden-cross-75000-zec-may-2026/

Bankless co-founder David Hoffman says the 'ETH is Money' thesis has largely played out, prompting personal ETH sales as the asset trades near $2,077. Read the full article: https://www.spendnode.io/blog/hoffman-bankless-eth-money-thesis-played-out-may-2026/

A single $1.3B block trade of BlackRock's IBIT printed at 10:30am ET, dwarfing every other trade as BTC sat near $75,800 in a Fear-rated market. Read the full article: https://www.spendnode.io/blog/blackrock-ibit-1-3b-block-trade-may-2026/

CryptoQuant data shows XRP liquidity on Binance has dropped to its lowest reading since January 2020, raising slippage risk for large orders. Read the full article: https://www.spendnode.io/blog/xrp-binance-liquidity-five-year-low-may-2026/

Binance is re-entering the Philippines through a BlockShoals partnership placed inside the SEC's regulatory sandbox, after losing access to local users in 2024. Read the full article: https://www.spendnode.io/blog/binance-philippines-blockshoals-sec-sandbox-may-2026/

Alipay unveils AI Wallet and Token Pay as its AI Pay product crosses 100 million users, pushing tokenized payments into one of the world's largest super-apps. Read the full article: https://www.spendnode.io/blog/alipay-ai-wallet-token-pay-launch-may-2026/

Hyperliquid extends HIP-4 outcome markets to Fed decisions, CPI prints, and NVDA earnings, using validator-run settlement instead of Polymarket's UMA oracle. Read the full article: https://www.spendnode.io/blog/hyperliquid-hip4-event-contracts-polymarket-may-2026/

CoinDesk says the $318B stablecoin float now exceeds the foreign exchange reserves of 95 countries, putting issuers in sovereign company. Read the full article: https://www.spendnode.io/blog/stablecoin-market-318b-fx-reserves-95-nations-may-2026/

Hyperliquid's HYPE token briefly flipped Dogecoin in market cap on May 26 as US strikes on Iran weighed on risk assets and privacy tokens sold off hardest. Read the full article: https://www.spendnode.io/blog/hype-overtakes-dogecoin-privacy-tokens-iran-may-2026/

Beijing launches a sweeping crackdown on offshore trading venues accused of helping investors bypass capital controls after an estimated $1 trillion left China last year. Read the full article: https://www.spendnode.io/blog/china-1t-capital-flight-crackdown-offshore-platforms-may-2026/

A third-party SquidRouterModule attached to Safe smart wallets was exploited on Ethereum and Base, draining roughly $3M and exposing module-level risk. Read the full article: https://www.spendnode.io/blog/squid-router-module-safe-wallet-exploit-may-2026/

The top 7 token unlocks this week total $77.27M, led by GUA at $27.71M, dropping fresh supply into a market sitting at Fear 39 with BTC near $76,600. Read the full article: https://www.spendnode.io/blog/token-unlocks-77m-gua-week-may-2026/

Stani Kulechov says rsETH is fully restored after the KelpDAO drain, with the final tranche routed into the LayerZero lockbox and Aave markets back to normal. Read the full article: https://www.spendnode.io/blog/aave-rseth-fully-restored-kelpdao-layerzero-may-2026/

Strategy and BitMine both posted a zero-buy week in the seven days to May 25. Four smaller public firms still added a combined 612 BTC to corporate treasuries. Read the full article: https://www.spendnode.io/blog/strategy-bitmine-zero-buys-612-btc-public-firms-may-2026/

Wallets holding 100,000+ LINK reached a record 805, up 8.2%, signaling steady whale accumulation even as broader crypto markets trade in fear territory. Read the full article: https://www.spendnode.io/blog/chainlink-whale-wallets-ath-805-may-2026/

Cointelegraph reports the death of Ondo Finance founder and CEO Nathan Allman, raising leadership questions for one of the largest RWA tokenization protocols. Read the full article: https://www.spendnode.io/blog/ondo-finance-ceo-nathan-allman-dies-may-2026/

Aave founder Stani Kulechov backs Babylon's proposal for the first novel Spoke on Aave V4, bringing native BTC as collateral without wrapping. Read the full article: https://www.spendnode.io/blog/aave-v4-babylon-trustless-btc-spoke-may-2026/

Vitalik Buterin frames the latest Ethereum Foundation departures as a deliberate move toward a leaner org, and discloses that roughly 90% of his net worth sits in ETH. Read the full article: https://www.spendnode.io/blog/vitalik-smaller-ship-ethereum-foundation-90-percent-net-worth-may-2026/

Polygon says it has moved $2.5T in stablecoin transfer volume since launch, cementing its role as a low-fee USDC and USDT rail. Read the full article: https://www.spendnode.io/blog/polygon-2-5t-stablecoin-transfer-volume-may-2026/

SEC approved Nasdaq PHLX's QBTC Bitcoin index options on May 22, but the contracts cannot trade until CFTC exemptive relief and OCC disclosure clearance arrive. Read the full article: https://www.spendnode.io/blog/nasdaq-qbtc-bitcoin-options-sec-approval-cftc-occ-may-2026/

Arkham flagged $1B in Bitcoin moved off BlackRock-tagged wallets last week as IBIT extends a multi-day outflow streak and BTC holds $77,455. Read the full article: https://www.spendnode.io/blog/blackrock-1b-bitcoin-sale-arkham-may-2026/

An early Bitcoin miner from the Satoshi era deposited 2,650 BTC, around $203M, into FalconX and Cumberland OTC desks, per Onchain Lens. Read the full article: https://www.spendnode.io/blog/satoshi-era-miner-2650-btc-otc-deposit-may-2026/

A new report says the Federal Reserve is considering direct settlement access for crypto firms, while US banks warn the shift would pull deposits and tighten funding. Read the full article: https://www.spendnode.io/blog/fed-direct-settlement-rails-crypto-firms-may-2026/