NIO-SW Q2 2026 DELIVERY GUIDANCE: 110,000–115,000 VEHICLES, UP 52.7%–59.6% Y/Y

Regulation & Policy - U.S. Securities and Exchange Commission reviewing implications of delayed prediction market ETFs, Atkins says - Federal Reserve seeks input on expanding master account access following Trump’s executive order - Trump orders Fed to review giving crypto firms access to master accounts - European Commission launches MiCA review as global crypto regulatory landscape shifts - Bank of England outlines tokenization, stablecoin vision for UK finance - Henry McMaster signs pro-crypto, anti-CBDC bill into law Bitcoin & Markets - Hyperliquid ETFs draw $22.3 million in early inflows, analysts point to “good sign of organic interest” - SpaceX holds $1.45 billion worth of bitcoin as firm looks to go public - CryptoQuant says bitcoin mirrors 2022 bear market pattern as sentiment turns “extremely bearish” - David Bailey's Nakamoto bitcoin treasury announces 1-for-40 reverse split as shares hit new lows - Ark Invest buys combined $4.4 million in Bullish shares as stock rebounds from five-day drop - “Not all 200-day moving averages are equal”: K33 argues February's $60K low still marks cycle's maximum drawdown Stablecoins & Tokenization - Securitize posts record Q1 revenue, $3.4 billion in tokenized assets under management - AllUnity plans Swedish krona stablecoin, launches agentic payments infrastructure - Qivalis expands euro stablecoin consortium to 37 banks - MoneyGram named “anchor remittance validator” for Stripe-backed Tempo blockchain - Tether acquires SoftBank’s stake in Twenty One Capital as share price jumps 5% Crypto Industry - Arbitrum-based derivatives venue Variational raises $50 million Series A led by Dragonfly - Kik founder's latest app Flipcash first to tap Coinbase’s stablecoin-as-a-service platform - Plume secures Bermuda license for what it calls first regulated onchain vault manager - Catena Labs lands $30 million Series A, files for national trust bank charter to underpin agentic finance - Zama acquires TokenOps to deploy encrypted token distributions for institutional issuers - Tether and Gnosis co-lead $4.4 million seed round for lightweight mobile-friendly Sorted Wallet Enforcement & Security - CAB, Europol secure another 500 BTC likely tied to Irish drug trafficking case

BELGIUM SUMMONS ISRAELI AMBASSADOR OVER ACTIVIST TREATMENT