SpendNode Podcast: Crypto News & Analysis

Charles Schwab has started rolling out Schwab Crypto accounts to retail clients, letting them buy BTC and ETH alongside stocks and bonds. Read the full article: https://www.spendnode.io/blog/charles-schwab-crypto-accounts-retail-rollout-bitcoin-ethereum-may-2026/

Kelp DAO and Aave finished recovery steps for the rsETH exploit, burning the attacker's tokens and committing to refill 117,132 rsETH over two weeks. Read the full article: https://www.spendnode.io/blog/kelp-dao-aave-rseth-recovery-burn-117k-may-2026/

US banking groups sent more than 8,000 letters to Senate offices since Friday urging lawmakers to revisit the stablecoin yield compromise. Read the full article: https://www.spendnode.io/blog/banking-lobby-8000-letters-senate-stablecoin-yield-may-2026/

VanEck data shows Layer 1 blockchain tokens have fallen 49% since the start of 2025 while listed crypto equities have gained 48%, a near 100-point gap. Read the full article: https://www.spendnode.io/blog/l1-tokens-49-down-crypto-equities-48-up-vaneck-may-2026/

CleanSpark posted a $378.3M net loss for fiscal Q2 2026, with $224.1M tied to non-cash items, even as the miner kept expanding its hashrate footprint. Read the full article: https://www.spendnode.io/blog/cleanspark-378m-q2-fiscal-2026-net-loss-may-2026/

Exodus Movement reported a $32.1M Q1 net loss as revenue dropped 36.8% to $22.7M. The wallet maker sold 63% of its bitcoin treasury to finance deals. Read the full article: https://www.spendnode.io/blog/exodus-q1-2026-loss-32m-sells-1000-bitcoin-may-2026/

Banque de France's Denis Beau calls for private tokenized euro mobilization, splitting publicly with ECB President Lagarde's wholesale-first digital euro plan. Read the full article: https://www.spendnode.io/blog/france-beau-ecb-lagarde-private-digital-euro-split-may-2026/

DTCC is wiring Chainlink standards into its Collateral AppChain to enable 24/7 collateral workflows across a $114 trillion settlement footprint. Read the full article: https://www.spendnode.io/blog/dtcc-chainlink-114t-collateral-appchain-integration-may-2026/

CertiK attributes 60% of 2025 crypto theft to North Korean state-sponsored groups, with $2.1B stolen across Bybit, DMM, and DeFi targets. Read the full article: https://www.spendnode.io/blog/north-korea-hackers-2-1b-crypto-theft-2025-certik-60-percent-may-2026/

Anthropic voided all unauthorized secondary share trades on May 11 as tokenized venues pushed its implied valuation past $1.6 trillion, raising litigation risk. Read the full article: https://www.spendnode.io/blog/anthropic-voids-unauthorized-stock-trades-1-6t-tokenized-may-2026/

Grayscale updates its Hyperliquid ETF prospectus to add HYPE staking, putting yield-bearing exposure in front of US regulators just as a competing product begins trading. Read the full article: https://www.spendnode.io/blog/grayscale-hyperliquid-etf-hype-staking-amendment-may-2026/

Standard Chartered estimates XRP ETFs could draw $4-8B by year-end if the CLARITY Act passes, with Flare's XRPFi catching institutional attention. Read the full article: https://www.spendnode.io/blog/clarity-act-xrp-etf-4-8b-standard-chartered-may-2026/

May 2026 token unlocks reach $187.65M across the top 7 names, with TON's $86M release leading the pack and adding supply pressure to a flat market. Read the full article: https://www.spendnode.io/blog/token-unlocks-may-2026-187m-ton-leads-may-2026/

Cathie Wood's Ark Invest bought $5.5M of Circle stock across ARKK, ARKW, and ARKF on May 11, adding to existing positions in the USDC issuer. Read the full article: https://www.spendnode.io/blog/ark-invest-circle-shares-5-5m-three-etfs-may-2026/

South Korea's largest crypto exchange Upbit adds Venice Token (VVV) with KRW, BTC, and USDT trading pairs, opening Korean retail access to the AI inference token. Read the full article: https://www.spendnode.io/blog/upbit-lists-venice-vvv-krw-btc-usdt-pairs-may-2026/

MultiBank's mb.io launches institutional gold tokenization with Kings Orbis, EON3, and Mavryk. West African bullion is vaulted in Dubai under LBMA custody. Read the full article: https://www.spendnode.io/blog/multibank-mb-io-ghana-gold-tokenization-mavryk-eon3-may-2026/

Bitmine's Ethereum treasury crossed 5.2 million ETH after a 26,659 ETH purchase last week. At current prices the position is worth more than $12 billion. Read the full article: https://www.spendnode.io/blog/bitmine-tom-lee-eth-holdings-5-2m-may-2026/

Hidden Road, Ripple's prime-brokerage unit, raised $200M from Neuberger Berman to expand cross-asset margin trading across TradFi and crypto markets. Read the full article: https://www.spendnode.io/blog/ripple-hidden-road-neuberger-berman-200m-margin-trading-may-2026/

Digital asset funds drew $858M last week, a six-week high, as a Senate stablecoin deal and CLARITY Act progress pulled institutional money back in. Read the full article: https://www.spendnode.io/blog/crypto-funds-858m-inflows-clarity-act-six-week-high-may-2026/

Physical extortion of crypto holders has produced more than $100M in losses in the first four months of 2026, per CryptoSlate. Here is what is driving it. Read the full article: https://www.spendnode.io/blog/physical-wrench-attacks-100m-crypto-losses-2026-may-2026/

Circle pulled in $222M from investors for the token tied to its Arc blockchain at a $3B valuation, per CNBC reporting picked up by WuBlockchain on May 11. Read the full article: https://www.spendnode.io/blog/circle-arc-blockchain-222m-raise-3b-valuation-may-2026/

Bloomberg reports a16z crypto is leading a funding round for Canton Network operator Digital Asset that targets a $2 billion valuation. Read the full article: https://www.spendnode.io/blog/canton-network-digital-asset-2b-valuation-a16z-raise-may-2026/

Tether's QVAC project debuts as a decentralized, local-first AI runtime that the company frames as its second reserve asset alongside the dollar. Read the full article: https://www.spendnode.io/blog/tether-qvac-decentralized-local-ai-launch-foundation-psychohistory-may-2026/

CoinGecko data shows tokenized gold spot volume in Q1 2026 has already surpassed the entire 2025 total, with XAUT and PAXG leading the surge. Read the full article: https://www.spendnode.io/blog/tokenized-gold-q1-2026-volume-tops-2025-total-may-2026/

Mining pools controlling roughly 75% of Bitcoin hashrate are joining a common open standard for block construction, a structural decentralization shift. Read the full article: https://www.spendnode.io/blog/bitcoin-mining-pools-75-hashrate-open-block-standard-may-2026/