SpendNode Podcast: Crypto News & Analysis

Crypto.com received the UAE Central Bank's Stored Value Facilities license, the first VASP to do so, opening direct AED issuance and wallet rails. Read the full article: https://www.spendnode.io/blog/crypto-com-uae-svf-license-first-vasp-may-2026/

A redemption wave is sweeping the $1.8 trillion private credit market while Apollo looks to sell a $3 billion fund. Crypto's tokenized RWA pitch faces its first real test. Read the full article: https://www.spendnode.io/blog/private-credit-redemption-wave-apollo-3b-fund-sale-may-2026/

Morgan Stanley's spot bitcoin product MSBT pulled in $194M of net inflows during its first month and recorded no daily net outflows, per WuBlockchain. Read the full article: https://www.spendnode.io/blog/morgan-stanley-msbt-194m-first-month-inflows-may-2026/

Sui announced plans to launch confidential transactions this year, promising free private payments at scale. Here is what the rollout could mean for users. Read the full article: https://www.spendnode.io/blog/sui-confidential-transactions-private-payments-2026-launch-may-2026/

The Federal Reserve's latest Financial Stability Report cites DefiLlama three times, marking a notable institutional nod to onchain data infrastructure. Read the full article: https://www.spendnode.io/blog/fed-cites-defillama-three-times-financial-stability-report-may-2026/

The US government's crypto holdings have grown by more than $4 billion since April 1, 2026, according to Cointelegraph, signaling tighter custody of seized assets. Read the full article: https://www.spendnode.io/blog/us-government-crypto-holdings-grow-4b-since-april-may-2026/

Tokenized real-world assets cross $30 billion in on-chain value, a tenfold rise in two years, with nearly half of holdings concentrated in the United States. Read the full article: https://www.spendnode.io/blog/tokenized-rwa-30-billion-10x-two-years-half-us-held-may-2026/

Three apps returned a combined $96.3M to token holders in the last 30 days as revenue-sharing becomes a defining competitive feature in 2026. Read the full article: https://www.spendnode.io/blog/hyperliquid-edgex-pumpfun-96m-token-holder-distributions-may-2026/

CME Group plans to launch Bitcoin Volatility futures on June 1, 2026, pending CFTC review, giving traders a direct way to hedge BTC price swings. Read the full article: https://www.spendnode.io/blog/cme-bitcoin-volatility-futures-june-1-launch-may-2026/

Trump Media reported a $405.9M Q1 2026 net loss driven largely by markdowns on its crypto treasury, putting digital asset accounting back in the spotlight. Read the full article: https://www.spendnode.io/blog/trump-media-405m-q1-2026-net-loss-crypto-holdings-may-2026/

Roughly $2B in protocol TVL has shifted from LayerZero to Chainlink CCIP, even as LayerZero still leads on cross-chain volume, per analyst Tom Wan. Read the full article: https://www.spendnode.io/blog/layerzero-chainlink-ccip-2b-protocol-tvl-shift-may-2026/

Jane Street generated a record $16.1 billion in trading revenue in Q1 2026, cementing its place as one of the most profitable trading firms in the world. Read the full article: https://www.spendnode.io/blog/jane-street-record-16-1b-q1-2026-trading-revenue-may-2026/

A campaign to force the Swiss National Bank to hold Bitcoin in reserves has fallen short on signatures, ending the initiative before it reached a vote. Read the full article: https://www.spendnode.io/blog/swiss-bitcoin-reserve-snb-initiative-signature-shortfall-may-2026/

ONDO climbed 17.9% on May 9, 2026 after a tokenized US Treasury settlement pilot with Ripple, Mastercard, and JPMorgan went live on the XRP Ledger. Read the full article: https://www.spendnode.io/blog/ondo-17-percent-surge-ripple-treasury-settlement-pilot-may-2026/

Three of the largest US crypto exchanges lobbied lawmakers to remove anti-market manipulation provisions from the CLARITY Act, per a Cointelegraph report May 9. Read the full article: https://www.spendnode.io/blog/coinbase-kraken-gemini-lobby-clarity-act-manipulation-language-may-2026/

Strategy CEO Phong Le says the company will sell BTC to fund dividends when accretive to shareholders, calling the call 'math over ideology.' Read the full article: https://www.spendnode.io/blog/strategy-phong-le-math-over-ideology-bitcoin-dividend-may-2026/

Goldman Sachs delayed its Fed rate cut forecast by a quarter, citing sticky inflation. Crypto held green: BTC $80,299, SOL +6.3%. Read the full article: https://www.spendnode.io/blog/goldman-fed-rate-cuts-delay-december-2026-march-2027-may-2026/

April 2026 saw over $635M stolen across 28 crypto exploits, the worst month of the year so far. Here is what drove the spike and what users can do. Read the full article: https://www.spendnode.io/blog/crypto-exploits-april-2026-635m-worst-month-may-2026/

US credit card balances reached an all-time high of $1.33 trillion, raising fresh questions about consumer borrowing costs and crypto card alternatives. Read the full article: https://www.spendnode.io/blog/us-credit-card-debt-1-33-trillion-record-may-2026/

Bitcoin miner IREN secures a $3.4B AI infrastructure agreement with Nvidia, granting Nvidia rights to invest up to $2.1B in IREN shares. Read the full article: https://www.spendnode.io/blog/iren-3-4b-nvidia-ai-deal-bitcoin-miner-pivot-may-2026/

ECB President Christine Lagarde says Tether and Circle threaten European monetary sovereignty, urging the bloc not to copy the US stablecoin model. Read the full article: https://www.spendnode.io/blog/ecb-lagarde-digital-euro-warning-stablecoin-dollarisation-may-2026/

BNB Chain's tokenized US Treasury market cap reached $3.5 billion, expanding the chain's role in the fast-growing on-chain government debt sector. Read the full article: https://www.spendnode.io/blog/tokenized-us-treasuries-bnb-chain-3-5b-market-cap-may-2026/

Revolut users saw Bitcoin priced near zero on May 8 after a third-party data feed glitch. Trades were not executed at the bad price, the company says. Read the full article: https://www.spendnode.io/blog/revolut-bitcoin-price-near-zero-third-party-feed-may-2026/

WLF co-founder Zach Witkoff says the Trump-linked crypto venture is in final stages of conditional approval for a US national trust bank charter. Read the full article: https://www.spendnode.io/blog/world-liberty-financial-national-trust-bank-charter-final-stages-may-2026/

JPMorgan analysts project Strategy could buy up to $30B in Bitcoin in 2026 after Saylor's firm already added 145,834 BTC worth $11B year to date. Read the full article: https://www.spendnode.io/blog/jpmorgan-strategy-30b-bitcoin-buying-projection-145k-btc-may-2026/