Introducing StackSats Club: StackSats Club is a research and education community built for investors who actually want to understand what’s happening in crypto to make informed decisions. Here’s exactly what we are, what we publish, and who this is for 👇

StackSats Weekly Digest #005 Give it a read and share your thoughts in the comment section on what you think about the market in the coming weeks! stacksatsclub.substack.com/p…

🚨JPMORGAN, CITI, BOFA AND WELLS FARGO TO LAUNCH TOKENIZED DEPOSIT NETWORK BY 2027 The four largest U.S. banks are building blockchain payment rails through The Clearing House to keep deposits from migrating to stablecoins, per WSJ.

StackSats Weekly Digest #004 Out Now! stacksatsclub.substack.com/p…

Eid Mubarak to everyone in the StackSats community celebrating today! Rest, reflect, and enjoy time with the people who matter. The markets will still be here tomorrow😁❤️

STACKSATS WEEKLY DIGEST Week of May 18 to 24, 2026 The crypto market remained in the red this week. Bitcoin, Ethereum, and Solana all declined as hotter than expected April CPI data reinforced the higher for longer interest rate outlook. Spot Bitcoin ETFs recorded more than one billion dollars in net outflows over six days, the heaviest sustained institutional selling since January. Fear and Greed closed at 38, firmly in fear territory. The standout development was a rotation of capital into AI adjacent infrastructure and decentralized compute protocols. In a low conviction environment, investors favored projects with concrete technical progress and real use cases. MACRO SNAPSHOT - April inflation prints exceeded expectations - FOMC minutes indicated ongoing caution on rate cuts - The S&P 500 held near record highs on AI optimism but faced pressure from rising yields - The DXY strengthened and oil prices stayed elevated Total crypto market capitalization stood at approximately 2.65 trillion dollars, with Bitcoin dominance at 58.1 percent. Over the weekend, President Trump announced a negotiated ceasefire framework between the United States and Iran, including the reopening of the Strait of Hormuz under a 60 day memorandum. This eased energy concerns and supported a modest recovery in risk assets. Markets will monitor whether the agreement holds through the May 31 formalization deadline. Bitcoin closed near $76,969. It defended the key $75,000 support level despite heavy ETF outflows and tested the 50 day EMA near $77,000 before holding. Price action continues to reflect consolidation amid macro uncertainty. The $75,000 level remains the critical line to watch. Ethereum traded around $2,115 and fell approximately 0.5 percent. It underperformed Bitcoin again, breaking below $2,200 while defending the $2,046 structural support. Without a clear independent catalyst, Ethereum tracks Bitcoin on the downside and participates less in recoveries. Layer 2 growth and the Pectra upgrade have not yet shifted the valuation narrative. Solana proved the most resilient major asset. It traded near $85 with a 1 % weekly gain and held the $83 to $87 range before reclaiming $85 on the weekend bounce. DEX volumes and DeFi activity remained solid. The key forward catalyst is the Alpenglow consensus upgrade targeting significantly faster block finality. NARRATIVE OF THE WEEK The dominant narrative this week was AI and decentralized compute. Protocols advancing trusted execution environments, confidential computing, and decentralized data layers posted notable gains. Standouts included: - Phala Network 24% - Nillion 18% - NEAR Protocol 14% - Arkham 14% This selective strength highlights a maturing focus on utility over hype. NEAR TERM EVENTS TO MONITOR - Ongoing spillover from Pyth Network’s major vesting unlock of roughly 2.13 billion tokens valued at 92 to 100 million dollars - KMNO token unlock on May 30 - Hyperliquid HIP 4 developments - Continued AI upgrades from NEAR Protocol Key macro dates are the U.S. Iran ceasefire formalization on May 31, core PCE data in early June, and the FOMC meeting on June 16 to 17. THREE THEMES TO CARRY FORWARD: - Market absorption of the Pyth unlock supply - Whether the AI rotation broadens - Whether Bitcoin maintains the 75,000 dollar floor amid continued ETF outflows This remains a consolidation environment defined by macro caution and selective capital rotation toward areas showing tangible progress The full edition of this report and digest is now available on our Substack. Read the complete weekly digest here: open.substack.com/pub/stacks… Subscribe for free to receive these reports every Monday. What stood out most to you this week? Share your thoughts in the comments. — StackSats Club

A Harvard quant walked away from one of the most elite HFT firms on Wall Street. Built a crypto exchange from scratch. No VCs. No seed round. Self-funded from his own trading profits. Today that exchange does $607M/year in revenue and handles $171B in monthly volume. The token buyback runs 24/7, straight from fees. His name is Jeff Yan. The exchange is Hyperliquid. And we just published the most thorough breakdown of $HYPE you'll read today. If you're serious about DeFi fundamentals ,this one's for you 👇 open.substack.com/pub/stacks…

GM StackSats Fam! OUR WEEKLY DIGEST #003 IS OUT NOW! open.substack.com/pub/stacks…

BlackRock built a $2.5B fund that lives on-chain, earns Treasury yield, and plugs into DeFi as collateral. Most people scrolled past that headline. The ones who understood it are already moving. Here's what's actually happening with RWA tokenization 🧵

⚡️HYPERLIQUID JUST OPENED A DOOR TO SPACEX EXPOSURE SpaceX is reportedly targeting a $1.8T IPO, but most investors still can’t access it. Now Hyperliquid is giving traders synthetic exposure to SpaceX’s implied share price through its new SPCX futures market. No IPO access. No brokerage account. Just on-chain exposure.

Crypto is not dead. Anyone pushing that narrative right now is either not paying attention or they’re acting as a mouthpiece for the same institutions trying to shake retail out before they take full control. This industry has been counted out every cycle. And every cycle, it comes back stronger.

The tokenized asset market crossed $30 billion last month and has stayed there. Roughly the size of an elite university endowment. As recently as mid-2024, it was below $3 billion. 10x in under two years. What changed: the GENIUS Act, mature institutional onchain infrastructure, and a wave of financial institutions moving from pilots to production — all at roughly the same time.