SpendNode Podcast: Crypto News & Analysis

Sei has joined Mastercard's Crypto Partner Program with a joint blockchain framework paper coming. Here is what the partnership unlocks for the L1. Read the full article: https://www.spendnode.io/blog/sei-mastercard-crypto-partner-program-framework-paper-may-2026/

Bullish reported a $605M loss tied to a fall in the value of its crypto holdings, missing estimates and sending BLSH shares lower after the print. Read the full article: https://www.spendnode.io/blog/bullish-q1-2026-605m-loss-crypto-holdings-may-2026/

CME Group's first market-cap weighted crypto index futures debut June 8, tied to the Nasdaq CME Crypto Index. Here is what changes for institutional desks. Read the full article: https://www.spendnode.io/blog/cme-nasdaq-crypto-index-futures-june-2026/

The Senate Banking Committee is marking up the CLARITY Act today after 100+ amendments. Coinbase CEO Brian Armstrong calls the vote a major opening for US crypto. Read the full article: https://www.spendnode.io/blog/clarity-act-senate-banking-committee-vote-may-2026/

Fireblocks CEO Michael Shaulov says migrating Bitcoin to post-quantum signatures is mostly a coordination issue. The cryptographic algorithms already exist. Read the full article: https://www.spendnode.io/blog/fireblocks-shaulov-bitcoin-post-quantum-coordination-may-2026/

The Bank of England is reconsidering proposed holding caps and reserve rules for sterling stablecoins after sustained industry pressure, per a May 14 report. Read the full article: https://www.spendnode.io/blog/bank-of-england-eases-stablecoin-restrictions-review-may-2026/

Spot Bitcoin ETFs saw a $635 million one-day outflow as BTC slid 1.5% to $79,874, a sharp swing in institutional positioning. Read the full article: https://www.spendnode.io/blog/bitcoin-spot-etfs-635m-single-day-outflow-may-2026/

Anthropic's Claude AI walked a long-time bitcoin holder through recovering 4.96 BTC, worth roughly $395,000, from a damaged computer untouched for years. Read the full article: https://www.spendnode.io/blog/claude-ai-recovers-395k-bitcoin-trapped-computer-may-2026/

Court documents show OpenAI CEO Sam Altman holds over $2 billion in stakes across companies that have done business with OpenAI, Cointelegraph reports. Read the full article: https://www.spendnode.io/blog/altman-2-billion-stakes-openai-partner-companies-may-2026/

Kevin Warsh takes over the Federal Reserve with inflation still elevated and oil rising. Bitcoin fell 2.1% to $79,324 on the news. Read the full article: https://www.spendnode.io/blog/warsh-confirmed-fed-chair-crypto-reaction-may-2026/

Hong Kong's Li Ka-shing family is offloading large parts of its empire to build a cash stockpile, while SOL drops 5% and BTC dips 2.2% in 24 hours. Read the full article: https://www.spendnode.io/blog/li-ka-shing-family-cash-stockpile-empire-sale-may-2026/

Cerebras priced its IPO at $185 per share, raising $5.55 billion in one of 2026's largest tech listings as AI compute demand reshapes capital flows. Read the full article: https://www.spendnode.io/blog/cerebras-ipo-185-share-5-55-billion-may-2026/

Solana fell 4.4% and Bitcoin slipped 1.8% on May 14 as Trump and Xi opened Beijing talks with a trade truce and Iran war on the agenda. Read the full article: https://www.spendnode.io/blog/crypto-slides-trump-xi-beijing-trade-talks-may-2026/

Latvia's central bank granted Paybis a combined MiCA CASP and PSD2 payment institution license, the first dual authorization the regulator has issued. Read the full article: https://www.spendnode.io/blog/paybis-latvia-dual-mica-casp-psd2-license-may-2026/

Global M2 climbed to a record $121.9 trillion, adding $17.1T in two years. The number revives the Bitcoin debasement trade as BTC trades at $79,582. Read the full article: https://www.spendnode.io/blog/global-money-supply-record-121-9-trillion-may-2026/

Metaplanet posts ¥3.08B Q1 FY2026 revenue, up 251% year over year, with BTC Yield reaching 2.8% quarter to date on its Bitcoin treasury strategy. Read the full article: https://www.spendnode.io/blog/metaplanet-q1-fy2026-251-percent-revenue-growth-may-2026/

eToro's Q1 2026 crypto revenue fell to $2.15B from $3.5B as commodities became 60% of trading commissions, yet the broker still posted a record $82M profit. Read the full article: https://www.spendnode.io/blog/etoro-q1-2026-crypto-revenue-2-15-billion-commodities-shift-may-2026/

JPMorgan filed a prospectus on May 12 for a tokenized cash fund built on Ethereum and Solana, putting institutional liquidity on two public chains. Read the full article: https://www.spendnode.io/blog/jpmorgan-onchain-liquidity-money-market-ethereum-solana-may-2026/

Blockchain analytics firm Elliptic closes a $120M Series D backed by Nasdaq Ventures and Deutsche Bank, valuing the company at $670M as compliance demand grows. Read the full article: https://www.spendnode.io/blog/elliptic-120m-series-d-deutsche-bank-nasdaq-may-2026/

Arkham identified wallets linked to Iran's central bank after Tether froze $344 million in USDT flagged for sanctions evasion. Read the full article: https://www.spendnode.io/blog/tether-freezes-344m-usdt-iran-central-bank-arkham-may-2026/

Injective's INJ added roughly $56M in market cap following the on-chain launch of pre-IPO stock tokens for OpenAI, SpaceX, and Anthropic. Read the full article: https://www.spendnode.io/blog/injective-inj-56m-market-cap-pre-ipo-stocks-launch-may-2026/

Coinbase added Solana as accepted collateral for USDC loans up to $100,000, giving SOL holders cash without selling and adding a third asset to its lending product. Read the full article: https://www.spendnode.io/blog/coinbase-sol-backed-loans-100k-usdc-may-2026/

BlackRock has filed with the SEC for a second tokenized fund built on Securitize infrastructure, deepening its on-chain asset push beyond BUIDL. Read the full article: https://www.spendnode.io/blog/blackrock-second-tokenized-fund-sec-filing-securitize-may-2026/

Sen. Jack Reed introduced legislation to bar crypto from US tax payments, federal reserves, and Fed master accounts, raising the regulatory bar mid-CLARITY Act. Read the full article: https://www.spendnode.io/blog/reed-bill-block-crypto-tax-payments-fed-access-may-2026/

Senate Banking Committee members filed over 100 amendments to the crypto market structure bill ahead of Thursday's markup, Politico reports. Read the full article: https://www.spendnode.io/blog/senate-banking-100-amendments-crypto-bill-markup-may-2026/