BOJ GOV UEDA: NEED TO RAISE RATES IF CURRENT SUPPLY SHOCKS HAVE A SECONDARY KNOCK-ON EFFECT

Regulation & Policy - White House crypto advisor hints at “big announcement” on Trump’s strategic bitcoin reserve in coming weeks - Acting AG Blanche: DOJ has “fundamentally changed the game” for developers - Rep. Begich plans revival of bitcoin strategic reserve bill under new name to codify Trump’s executive order - Sen. Tillis becomes “latest roadblock” for crypto bill as he pushes ethics provisions, TD Cowen says Market & Institutional - Bitcoin leads $1.2B weekly haul for global crypto funds as institutional demand builds: CoinShares - Strive acquires 789 BTC, bumping ninth-largest corporate bitcoin treasury over 14,000 BTC - “The beat goes on”: Michael Saylor’s Strategy adds 3,273 bitcoin for $255 million as holdings reach 818,334 BTC - BitMine’s ether holdings top 5.078 million after largest purchase since December - “The best days of crypto are ahead”: Bernstein sees asymmetric upside and structurally longer bull cycle DeFi & Infrastructure - DeFi United unveils plan to restore rsETH after $292 million Kelp DAO exploit - DeFi United push hits $300M as Consensys and Joseph Lubin contribute 30,000 ETH - ZetaChain halts cross-chain transactions following attack on smart contract - Gemini rolls out Agentic Trading allowing AI bots to directly manage crypto exchange trading accounts - MARA Foundation to foster long-term adoption of Bitcoin, including resilience against quantum and security budget risks Adoption & Products - Japan’s Bitbank rolls out crypto-linked credit card that pays bills in bitcoin

GM CFO: HAVEN’T SEEN ANY MATERIAL CHANGES TO DEMAND OR MIX SO FAR