Morning Minute: Saylor의 25.4억 달러 매수세, Bitcoin 부양

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Morning Minute is a daily newsletter written by Tyler Warner. The analysis and opinions expressed are his own and do not necessarily reflect those of Decrypt. And check out our new daily news show covering all of the top stories in 5 minutes or less, downloadable on Apple Pod or Spotify. GM! Today’s top news: - Crypto majors continue grind up, led by Bitcoin; BTC +2% at $76,480 - Saylor buys $2.54B in BTC, 3rd biggest buy ever; 85% powered by STRC - AAVE publishes full incident report; losses range $120M-$230M - Curve founder pushes for shared security standards across DeFi - Polymarket raising $400M at $15B valuation, behind Kalshi’s $22B 🟠 Saylor Just Made His Third-Largest Bitcoin Buy Ever Strategy purchased 34,164 BTC for $2.54 billion last week - its largest single-week buy in over 16 months and third largest in company history behind two November 2024 purchases. Saylor’s Strategy now holds 815,061 BTC acquired for $61.56 billion at an average cost of $75,527. With BTC around $76K, the entire treasury is back in the green. STRC did the heavy lifting again this week, as $2.18 billion of the $2.54 billion came from STRC preferred stock sales. And notably, this is the week Saylor also proposed moving STRC dividends to semi-monthly. The thesis: a more stable STRC price means the stock trades closer to par for longer, which means more issuance capacity, which means more Bitcoin. And with Saylor now even 15% of the way through his latest $50B ATM, expect the Bitcoin buying to continue. In size. Key Details: - Strategy purchased 34,164 BTC for $2.54 billion last week - third-largest single-week purchase in company history; holdings now at 815,061 BTC at an average cost of $75,527; BTC yield 9.5% YTD - The funding: $2.18 billion raised via STRC preferred stock sales; $366 million from MSTR common stock; 85.7% STRC-funded - Where things stand: 815,061 BTC at ~$75K = roughly breakeven on $61.56 billion invested; Saylor’s stated goal is 1 million BTC by end of 2026; $1.62B in STRF capacity and $26.73B in MSTR ATM capacity still available 🔵 Tom Lee Isn’t Sweating The Kelp Dip Tom Lee’s Bitmine disclosed Monday that it purchased 101,627 ETH for $235 million last week, its largest single-week ETH acquisition of 2026. On a market cap adjusted basis, that buy is equivalent to Saylor buying $1.35B in Bitcoin. It’s a big purchase. Bitmine’s total holdings are now at 4.976 million ETH, representing 4.12% of total circulating supply, and is now 82% of the way to its self-declared “5% alchemy” target. Tom Lee commented: “While many believe the crypto winter may last through the fall of 2026, our view remains that the crypto winter is much closer to ending.” He cited ETH being up 41% from its early February lows as evidence, and called it “the best wartime store of value.” He also noted ETH benefits from two tailwinds simultaneously: institutional tokenization flows and demand from agentic AI systems that need a neutral public ledger. We will see if that bull case indeed plays out for ETH the token, but at least Tom is doing his part to help. 🎯 Polymarket Is Raising $400M at $15B, Now Chasing Kalshi Polymarket is in talks to raise $400 million at a $15 billion valuation, Bloomberg and The Information reported Monday. The round could grow to $1 billion with additional strategic investors beyond NYSE parent ICE, which completed its $600M tranche last month bringing total ICE commitment to $1.6 billion. Notably, Kalshi just raised $1 billion at $22 billion, nearly 50% higher, and leads on both volume ($13B vs Polymarket’s $10.57B) and revenue (estimated $1.5B annually). Historically, these 2 prediction market giants have conducted raises in line with each other. This would be the first time Kalshi seemingly has pulled ahead. Apparently, Kalshi being the US regulated body (vs Polymarket still not live in the US) is the differentiator. 🔴 Aave Update: Contained, But Not Resolved Aave published its full incident report on Monday. The picture is more contained than Saturday’s panic suggested, but far from closed. And potential losses now range from $120M to $230M. Here’s how the exploit went down: the attacker forged a LayerZero packet (nonce 308) accepted by Kelp’s single-DVN bridge with no corresponding burn on Unichain releasing 116,500 rsETH. Then 89,567 of that ended up on Aave as collateral across 7 wallets, which borrowed 82,650 WETH and 821 wstETH against it. All 7 attacker positions currently sit at health factors between 1.01 and 1.03 and haven’t been liquidated yet. The key problem is that the adapter that backs all remote-chain rsETH across every L2 currently holds only 40,373 rsETH, against total remote claims of 152,577. That’s a 112,204 rsETH gap. How Kelp socializes the losses determines how bad this gets for Aave. If the haircut is spread across all rsETH holders globally, the token depegs roughly 15% and Aave absorbs around $124M in bad debt. If losses are isolated to the affected L2 chains instead, the impact concentrates on Arbitrum and Mantle and Aave's bad debt swells to roughly $230M. Aave is running scenarios but can’t close the book until Kelp makes a public decision. Thus the holding pattern continues, and unfortunately, confidence in these protocols is seemingly dropping by the hour… 🌎 Macro Crypto and Markets - Crypto majors are very green; BTC +2% at $76.5k; ETH +1% at $2,320; SOL +1% at $86; HYPE -1% at $40.90 - XLM (+8%), ZEC (+8%), and XMR (+6%) led top movers - Oil -1% at $87; Gold even at $4,790 - Stock futures are green again after falling slightly on Monday - Curve Finance founder Michael Egorov is pushing for shared security standards across DeFi following a wave of exploits he says stem from avoidable centralization risks like single-verifier bridge setups - Arbitrum's Security Council voted to freeze 30,766 ETH (~$71.5M) tied to the Kelp DAO exploit; the funds were moved to a protocol-controlled intermediary wallet on April 20 before the attacker could bridge them back to ETH mainnet - Ripple published a four-phase roadmap Monday to make the XRP Ledger quantum-resistant by 2028; active testing of NIST-standardized post-quantum algorithms begins in H1 2026 - Coinbase launched Bitcoin and Ethereum-backed loans for UK users, allowing customers to borrow against their crypto holdings without selling their positions - Coinbase and Bybit are reportedly working together on tokenization, custody, and global distribution of US public and pre-IPO stocks; the plan is Coinbase provides US asset access and compliance infrastructure, Bybit provides the global distribution Corporate Treasuries & ETFs - The Bitcoin ETFs saw $238M in net inflows on Monday; the ETH ETFs saw $68M in inflows Meme Coin Tracker - Meme leaders were green on the day; DOGE +1%, SHIB +2%, PEPE +2%, TRUMP +2%, BONK +2%, PENGU +8%, SPX +10%, FARTCOIN +5% - MAGA (+250%), Either (+25%), Belief (+20%), and unc (+30%) led notable movers - Asteroid briefly sold off to $100M before rebounding to $200M and a new ATH (now $170M) - A federal judge ruled that Caitlyn Jenner's $JENNER memecoin is not a security given there was no “common enterprise” when evaluating the Howey Test 💰 Token, Airdrop & Protocol Tracker - Tether led an $8 million strategic round for KAIO, an Abu Dhabi-regulated tokenization firm building infrastructure to bring institutional funds onchain - The total market cap of tokenized RWAs is now up 20x over the past 3 years according to Cryptopolitan 🚚 What is happening in NFTs? - NFT leaders were mostly even; Punks even at 26.6 ETH, Pudgy -1% at 4.26 ETH, BAYC +1% at 7.88 ETH; Hypurr’s even at 386 HYPE - mfers (+19%) and Normies (+14%) led notable movers - A Skull of Luci sold for 166 ETH, a new record in ETH terms

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