#GoldmanCryptoPivot

Goldman Sachs just wiped its entire XRP and Solana ETF book. But that's only one piece of a much bigger story. Q1 2026 13F filings reveal three institutions running completely different crypto playbooks. Goldman exited roughly $154M in XRP ETF exposure, dumped all Solana positions, and slashed BlackRock ETHA holdings by ~70%. It still holds ~$690M in IBIT and $25M in Fidelity's FBTC. But here's the twist: the same filing shows a new position in Hyperliquid Strategies Inc (PURR), worth ~$3.33M. Goldman isn't retreating from crypto. It's rotating from altcoin ETFs into equities and DeFi infrastructure. Strategy spent $2.01B last week to add 24,869 BTC. No ceiling, no pause, no diversification. Just BTC. Bitmine (BMNR) is quietly building the largest corporate ETH treasury on the planet: 5.28M ETH, ~4.37% of total supply, 89% staked through its new MAVAN validator network. Annualized staking revenue sits at $289M. Three playbooks, one market: · Goldman: dumping altcoin ETFs, pivoting into equities and DeFi · Strategy: all-in BTC, no ceiling, no pause · Bitmine: locking up ETH at industrial scale, earning yield Same market, completely different convictions. If you had institutional-level capital, which path would you take: BTC maximalism, ETH yield, or selective equity exposure? #GoldmanCryptoPivot#FedMeetsNVIDIAMay20 #OpenAIvsAnthropic

📊 Cryptocurrency Market Report — May 19, 2026 Current Prices Bitcoin: approx. $76,773 | Ethereum: approx. $2,128 | SOL: approx. $85 | XRP: approx. $1.38 Total market capitalization reached $2.65 trillion, with a slight 0.1% decline in 24 hours. Trading volume hit $98.3 billion. Bitcoin dominance remains at 58.1%. Market Sentiment The Fear and Greed Index plunged 8 points in one day to 34 (Fear zone), with a 13-point drop over 7 days. Sentiment is cooling much faster than the actual price movement. 🤖 #OpenAIvsAnthropic According to the Ramp AI Index on May 2026, Anthropic surpassed OpenAI in enterprise adoption for the first time (34.4% vs. 32.3%). Anthropic’s valuation reached $930 billion (exceeding OpenAI’s $852 billion), with significantly higher capital efficiency. Claude Code accounts for 4% of global public GitHub commits. Anthropic’s Q1 revenue and usage grew 80-fold. Impact on Cryptocurrency: The AI competition accelerates explosive growth in computing power demand, benefiting AI crypto narratives, GPU/DePIN tokens, and RWA tokenization sectors. 📅 #FedMeetsNVIDIAMay20 — Key Events from the Fed and NVIDIA On May 20 (tomorrow), two major events will occur: the Fed releases the latest FOMC minutes, and NVIDIA announces its Q1 FY2027 earnings (market expects revenue around $78-79 billion). This meeting is highly anticipated as it is the last under Powell’s era, with new chair Kevin Warsh’s appointment possibly signaling policy shifts. Meanwhile, NVIDIA, as the core of AI computing power, will directly reflect AI demand intensity and impact the entire GPU/DePIN ecosystem. Impact on Cryptocurrency: If NVIDIA’s results exceed expectations and the Fed minutes lean dovish, it will favor risk assets, providing a short-term boost to AI narratives and Bitcoin; otherwise, it may intensify current risk-off sentiment. 💼 #GoldmanCryptoPivot — Goldman Sachs’ Crypto Shift Goldman Sachs recently showed significant adjustments in its crypto holdings via 13F filings: substantial reductions in some Bitcoin and Ethereum ETFs, while previously holding XRP and Solana ETF positions (approx. $153 million and $108 million), shifting towards other crypto infrastructure and derivatives strategies. This move is interpreted by the market as Goldman’s strategic pivot from early “skeptic” to active participant in crypto, reflecting Wall Street institutions increasingly viewing crypto as a manageable asset class rather than pure speculation. Despite short-term position rotations, it shows growing institutional confidence in the crypto market long-term, especially with clearer regulatory expectations. Impact on Cryptocurrency: Strengthens institutional adoption narratives, benefits XRP, SOL, and other tokens previously favored by Goldman, and injects long-term confidence into the market, especially alongside the advancement of the "Clarification Act." Top 15 Largest Market Cap Tokens and Their Impact Levels (May 19, 2026) 1. Bitcoin (BTC) – Market cap approx. $1.54 trillion: Mainly influenced by macro and geopolitical factors but maintains a relative safe-haven status. 2. Ethereum (ETH) – Market cap approx. $255-258 billion: Neutral impact, indirectly affected by gas fees and DePIN/AI trends. 3. Tether (USDT) – Market cap approx. $189 billion: Stablecoin with low volatility. 4. BNB – Market cap approx. $86 billion: Low impact. 5. XRP – Market cap approx. $86 billion: Outstanding performance with strong capital inflows. 6. USDC – Market cap approx. $77 billion: Stablecoin, stable performance. 7. Solana (SOL) – Market cap approx. $49-52 billion: Positive performance, benefiting from DePIN and AI narratives. 8. TRON (TRX) – Low impact. 9-15: DOGE, ADA, AVAX, TON, SHIB, LINK, etc., follow market fluctuations. Currently most affected token groups: • DePIN & GPU-related (RNDR, TAO, ICP, AKASH, IO.NET, etc.): Short-term pressure from chip costs, long-term benefit from surging demand. • AI narrative tokens: Benefit from the computing power race. • BTC & ETH: Bear pressure from oil prices and geopolitical tensions but expected to gain catalysts from Fed/NVIDIA events. Market Summary The market currently faces four major pressures and catalysts simultaneously: geopolitical issues, chip supply chain, AI capital competition, and upcoming policy and institutional signals from #FedMeetsNVIDIAMay20 and #GoldmanCryptoPivot. Bitcoin holds the $76,000-77,000 range with strong support at $74,000-76,000. Short-term pressure remains, but tomorrow’s events may bring a turning point. Highlights: Advancement of the US "Clarification Act" + institutional pivots like Goldman Sachs provide support for long-term regulation and adoption. $HYPE $BSB $BSB

#星球日报 <05.19> 📊 Market Snapshot ↓ $BTC $76,654　📉 -0.66% $ETH　 $2,123　 📈 +0.06% $DOGE $0.1042 📉 -2.58% 🔥 Hot Topics on the Planet: (Planet - Discover - Trending Topics) ❶ Federal Reserve Meeting Minutes + Nvidia Earnings: Both Released on May 20 ➋ Goldman Sachs Liquidates, Institutional Holdings Diverge ➌ Trading US Stocks on OKX: Which Side Are the AI Giants On? ❹ SEC New Regulations: US Stock On-Chain Trading Moves Toward Compliance 📢 Important Announcement: OKX Officially Lists TAOUSD, BNBUSD, HYPEUSD, LINKUSD, TRXUSD X-Contracts (X-Perp) https://www.okx.com/zh-hans/help/okx-to-list-taousd-bnbusd-hypeusd-linkusd-and-trxusd-expiry-perpetuals-x-perp

#GoldmanSachsClearsOut, Institutional Holdings Diverge Let's talk about Goldman Sachs' recent moves Goldman Sachs has cleared out XRP and Solana-related ETFs, significantly reduced its ETHA position, and also cut back on BTC ETFs, instead shifting focus to crypto concept stocks like Coinbase This move is quite interesting It's not a complete bearish stance on crypto, but rather a change in expression Directly holding coin ETFs captures price volatility and asset beta Buying Coinbase captures trading volume, regulatory improvements, industry infrastructure, and the US stock valuation system The same crypto theme, but different institutions give completely different answers Strategy continues to hold BTC as the core asset BitMine continues to build the ETH staking and holding narrative Goldman Sachs seems to be saying, "I hold fewer coins, but I still want to bet on exchanges and infrastructure" This shows the market is no longer simply "institutions all buying coins" It's entering a more brutal phase Institutions are also diverging; who buys spot, who buys ETFs, who buys stocks—all reflect different risk preferences voting behind the scenes $BTC $ETH $MSTR

🔥【Breaking】Historic SEC Shift! US Stock Tokenization Compliance, 24/7 Trading Coming? SEC may make a big move as soon as this week! Acknowledging "tokenizing stocks on-chain without the listed company's consent"?? Last year Robinhood was hammered, this year it’s directly becoming a compliant track? DTCC launching in July, Nasdaq/ICE all laying out plans... Is Wall Street about to "redo everything on-chain"? 🤯 The key beneficiaries are Ethereum ecosystem’s oracle leader $LINK and RWA track $ONDO! But note—Grayscale hasn’t acted yet, smart money is already accumulating. Talking about institutions, the split is obvious 👇 Goldman Sachs cleared out XRP/Sol ETFs in Q1, BlackRock’s ETHA cut 70%, BTC ETF down 10%... but! They turned around to increase holdings in crypto stocks like Coinbase. On the other side, Strategy bought $2 billion $BTC in a single week; BitMine hoarded over 5.27 million ETH, 89% staked, earning $289 million annually passively. So here’s the question: Goldman Sachs is "retreating," whales are "adding positions"—who really sees the true direction? 🤔 From a market perspective, BTC is currently consolidating narrowly around $76,800, Bollinger Bands tightening, MACD golden cross emerging but volume weak, RSI 57, a classic "calm before the storm." $ETH at $2,133, center of gravity moving up, RSI 65 entering strong zone, if volume breaks through $2,156, next target $2,200. Highlighting $LAB — $4.66, narrowing decline, daily MACD bottom divergence forming, RSI 53 turning up, once it breaks back above $5, bears might get squeezed. This position has a good risk/reward, but don’t rush, wait for volume confirmation. Additionally, a new play has started in the Ethereum primary market: Elon Musk’s little~puppy~0xcf91b70017eabde82c9671e30e5502d312ea6eb2, check the address yourself, weigh the early chips. Finally, a heartfelt note: SEC shift + institutional divergence + on-chain compliance landing, this is the "old world" bowing to the "new infrastructure." Although US inflation is burning hot and rate cuts are nowhere in sight, Wash will take office as Fed Chair on Friday, personally hosted by Trump! He himself holds nearly $200 million in BTC/ETH... do you think he will suppress crypto or ignite the next wave? 👇 Share your thoughts in the comments: Are you on Goldman Sachs’ "retreat" side or BitMine’s "accumulation" side? Follow me, don’t get lost, daily decoding on-chain truths. 🧠 #高盛清仓，机构持仓分化 #SEC新规：美股链上交易走向合规 #星球日报

🚀 BTC and ETH serve as ballast stones, while LINK and ONDO act as shovels for Wall Street! These 18 coins have laid all their cards on the table! Family, no more nonsense, by 2026 these 18 coins have locked deflationary burns, institutional accumulation, and real revenue firmly on-chain, bringing the heavy hitters directly! 🛡️ Eternal Ballast Stones ① BTC — Digital gold, capped at 21 million coins with no further issuance, post-halving inflation rate only 0.85%, scarcer than gold. White House strategic reserve legislation is underway, sovereign funds are lining up to support. ② ETH — The world’s settlement layer, dominating 56% share in the RWA (Real World Assets) sector. BlackRock’s staked ETP listed on Nasdaq, JPMorgan and Goldman Sachs are tokenizing settlements on-chain, firmly establishing a trillion-dollar foundation. 🏦 Wall Street Entry Tickets ③ OKB — Absolutely scarce ceiling! One-time burn of 65.26 million coins, total supply permanently locked at 21 million, as solid as BTC. Jumpstart offers free new token launches plus up to 25% discount on fees, ICE invested in OKX at a $25 billion valuation, traditional financial giants personally endorse. ④ LINK — King of oracles and cross-chain tolls, CCIP’s monthly cross-chain volume smashed $18 billion, SWIFT connects 11,500 banks directly on-chain, the biggest shovel seller in the RWA era. ⑤ ONDO — Leading queen in the RWA sector, TVL surpassed $3.53 billion, BlackRock and Fidelity queued for cooperation. Once the fee switch passes, dividends and buybacks will explode. 🤖 AI Sector Golden Shovels ⑥ TAO — Decentralized AI brain, 129+ active subnets weaving a computing power sky net, NVIDIA CEO personally supports. First halving completed, daily issuance cut to 3,600 coins, supply side contracting. ⑦ RENDER — AI computing power hard currency, over 1.24 million coins burned, AI tasks account for 35-40% accelerating burn, essential GPU infrastructure for the trillion-dollar AI market. ⑧ NEAR — AI public chain dark horse, first 4 months’ revenue matched full 2025, Grayscale AI fund holds over 28% as second largest position, Grayscale has submitted ETF application. 💸 Ultimate Deflationary Money Printing Machines ⑨ AAVE — Lending empire, cumulative loans exceed $1 trillion, V4 architecture returns 100% protocol revenue to DAO buybacks, the DeFi stabilizer. ⑩ INJ — L1 built for finance, community passed 99.89% supply squeeze proposal, deflation rate permanently doubled, over 6.85 million coins burned, CFTC-regulated futures launched. ⑪ BNB — King of platform coins, 35th quarterly burn incinerated 1.57 million coins (~$1 billion), aiming to reduce circulating supply to 100 million. Launchpool offers free new token launches galore. 🌉 Full Chain Infrastructure and Ultimate Weapons ⑫ ZRO — True dragon of cross-chain interoperability, 165+ chains connected, 100% protocol revenue used to buy back ZRO, Zero public chain launching this fall, targeting 2 million TPS. ⑬ ARB — Ethereum L2 overlord, TVL $2.8 billion accounting for 31% of L2 market, Stylus upgraded to Rust/C++ directly into EVM, Robinhood tokenized US stocks all settled on ARB. ⑭ DOT — Veteran cross-chain powerhouse returns, inflation slashed 53.6% down to 3.1%, total supply locked at 2.1 billion. First US spot ETF listed on Nasdaq. ⑮ SOL — The most powerful beast on earth, 150ms confirmation, spot ETF net inflow exceeded $1.08 billion. Visa and PayPal fully integrated for settlement, RWA TVL surged to $2.42 billion. ⑯ CORE — BTCFi infrastructure king, pioneered Satoshi Plus consensus using Bitcoin computing power as security, non-custodial staking earns BTC yield, income buybacks and burns start in 2026. ⚡️ Ultimate Weapons ⑰ DOGE — The people's crypto, Nasdaq spot ETF already listed, X platform payments and Walmart OnePay fully integrated, evolved from a joke to a global payment revolution. ⑱ FIL — AI data oilfield, halving in October 2026 cuts supply in half, inflation rate plummets from 18% to 7%. Grayscale AI fund’s largest holding, top institutions like Smithsonian and MIT run data on-chain, storage utilization soared to 36%. 💬 How many of these 18 coins do you hold? Show your ticket in the comments!

#Goldman Sachs Liquidates, Institutional Holdings Diverge Recently, the moves by institutions in the crypto space have been like a large-scale "reverse token run" scene. On one side, the Wall Street veteran Goldman Sachs is aggressively cutting positions, while on the other side, major holders Strategy and BitMine are going all out. These three completely different paths reveal the most genuine attitudes toward the market. First, look at Goldman Sachs' "liquidation-style retreat." The latest 13F filing shows that Goldman Sachs completely cleared all holdings related to XRP and Solana ETFs in Q1, meaning it has fully withdrawn from the newly launched altcoin ETF wave. Even more drastic, it slashed its Ethereum holdings by about 70%, and even reduced its Bitcoin ETF holdings by 10%, instead increasing positions in crypto concept stocks like Coinbase. This move is clear: for Goldman Sachs, the risks of altcoins and some mainstream coins have outweighed the returns. Rather than betting on direction amid volatility, it prefers to directly bet on the "infrastructure" of the crypto industry or simply step aside and observe. This conservative stance also represents the risk-averse mindset of many traditional institutions—preferring to miss out on gains rather than be dragged down by uncertainty. On the other hand, Strategy (formerly MicroStrategy) is playing the "buy more as prices fall" game amid market turbulence. Last week, it spent $2.01 billion in a single week to aggressively buy 24,869 BTC, marking the largest increase in nearly a month. Since 2020, Strategy has long ceased to be an ordinary software company and has become a "public treasury" for Bitcoin, with holdings exceeding 810,000 BTC, accounting for over 4% of the global circulating supply. For them, Bitcoin is no longer an investment but a core asset, even the lifeline of the company. Regardless of market fluctuations, they persist in the cycle of "issuing more stock to raise cash, then using cash to buy Bitcoin." This extremely bullish operation is essentially a high-stakes bet tied to market confidence—as long as Bitcoin's long-term value logic holds, their leveraged game will continue. Unlike Strategy's "all-in on BTC" approach, BitMine has placed all its chips on Ethereum. As of last week, its ETH holdings have surpassed 5.27 million, accounting for 4.37% of the total network supply, with 89% already staked, generating an annualized staking yield of $289 million. Their goal is to increase their holding ratio to 5% by 2026. This is a completely different strategy: not betting on short-term price fluctuations but building stable cash flow through staking yields and continuously accumulating to lower costs. For BitMine, Ethereum's core value lies in its ecosystem and staking mechanism. As long as DeFi, NFT, and other applications continue to operate, staking yields will keep fueling the company. This "long hold + yield" model makes it the most steadfast supporter of the Ethereum ecosystem. Three institutions, three paths, essentially represent three different judgments about the crypto market: Goldman Sachs sees short-term risks and regulatory uncertainty, choosing to shrink its exposure and return to safe assets; Strategy sees Bitcoin's long-term scarcity and bets heavily on the future of the mainstream coin; BitMine sees the cash flow value of the Ethereum ecosystem and builds "defensive growth" through staking yields. For ordinary investors, the divergence in institutional actions precisely indicates that the market is at a critical crossroads—there is no absolutely correct path, only different risk preferences and beliefs. Goldman Sachs' retreat reminds us that the risks of altcoins and some mainstream coins cannot be ignored; Strategy's aggressive accumulation confirms that the consensus on Bitcoin as "digital gold" remains solid; BitMine's strategy shows us the long-term potential of the Ethereum ecosystem. The upcoming market is unlikely to see "universal rises or falls" again. Behind institutional divergence is a market moving toward "structuring"—only assets with true consensus, ecosystem, and cash flow support can stand firm amid volatility. No matter which side you stand on, don't forget the underlying logic hidden in institutional moves: Goldman Sachs' caution, Strategy's faith, and BitMine's patience are all important signals the market is sending us.

#GoldmanSachsClearance, Institutional Holdings Diverge Something big really happened💥 How did institutions run away? Oh my goodness Goldman Sachs directly cleared out XRP and Solana-related ETFs in Q1 ETHA positions shrank by about 70% BTC ETF also reduced by about 10% Many people's first reaction was It's over Institutions are running away But after reading it, I just want to say one thing Don't just look at what they sold Look at what they kept —— Goldman Sachs is not completely leaving the crypto market They just reshuffled their chips They got rid of altcoin ETFs Cut the high volatility narratives first Threw out the illiquid ones first But BTC is still held Crypto concept stocks are still increasing They even increased holdings in crypto-related stocks like Circle, Galaxy, Coinbase, Robinhood, PayPal This is very interesting It's not that they don't see crypto They just don't want to entertain altcoin stories anymore —— The real tough move is on the other side Strategy last week directly spent about $2.01 billion Bought another 24,869 BTC At an average price of about $80,985 Others are reducing positions They keep buying Others fear volatility They treat BTC as the core of their balance sheet This is the truest place of institutional divergence Some are withdrawing Some are switching Some are desperately adding The market is not out of money Money is just starting to pick sides —— The same goes for ETH BitMine recently disclosed ETH holdings have reached 5.28 million Including cash and other assets Overall crypto-related holdings are about $1.26 billion What does this mean? Institutions are not simply bullish or bearish They don't look at one-minute candlesticks Don't follow group chat signals Don't care if retail traders get liquidated today What they look at is Who has liquidity Who has regulatory access Who can stake and earn interest Who can become the main theme of the next round of asset allocation —— So this time Goldman Sachs clearing out I actually think it's not purely bearish This is the market entering a new phase Before it was As long as it’s related to crypto Funds were willing to speculate Now it is BTC stays ETH is filtered Altcoins are stratified Concept stocks are repriced Trash narratives are ignored Core assets are easier to be embraced by groups —— The scariest thing is never institutions selling The scariest is everyone buying blindly That’s the real sign of a top Now some are clearing out Some are adding Some are switching This shows the market is not dead It’s just moving from chaotic speculation To rearranging seats —— Next, it depends on who can withstand this round of divergence If BTC holds steady If ETH connects Funds will come back But altcoins are different In the future, you can’t just buy any name and expect it to take off It depends on who has a story Who has liquidity Who institutions are willing to keep supporting Who qualifies to survive to the next round This round is not about bull or bear The elimination round has begun

#Goldman Sachs Liquidates, Institutional Holdings Diverge Explosive! Goldman Sachs liquidates XRP/SOL, institutional survival diverges | A must-read for crypto retail investors 🔥 5.18 Institutional nuclear-level portfolio reshuffle revealed Goldman Sachs directly liquidated all XRP and SOL holdings in Q1 (XRP holdings of $154 million at the end of last year reduced to zero), cut ETH by 70%, and only slightly reduced BTC by 10%! While clearing altcoins, they firmly hold BTC, institutions are completely split, retail investors should stop blindly following! 1. Goldman Sachs' move: Not fleeing, but precise risk hedging • ✅ Liquidated XRP/SOL (100%): From the largest institutional holder of XRP → completely exited, all SOL ETFs cut, **no bailout for altcoin bubble**. • ✅ ETH sharply reduced (70%): ETH holdings down to $114 million, Ethereum narrative cooling, funds fleeing. • ✅ BTC firmly held (only -10%): IBIT+FBTC still hold $700 million, BTC is the only consensus base position. • ✅ Shift in focus: Increased positions in crypto infrastructure stocks like Coinbase, Circle, Galaxy; abandoned high-volatility altcoins, betting on compliant leaders. 2. Institutional divergence: polar opposites, clear signals • Bears (Goldman Sachs, Harvard): clearing altcoins, reducing ETH, controlling BTC, cautious of inflation recurrence + tightening regulation, prioritizing risk aversion. • Bulls (BlackRock, Grayscale): continuously increasing BTC/ETH spot holdings, optimistic about compliant capital inflows, slow bull market unchanged. • Middle ground (small and mid institutions): following trend to cut altcoins, hoarding BTC, neither short nor fully invested, mostly observing. 3. Three fatal impacts on the crypto market (must-read for retail investors) 1. Accelerated altcoin winter: XRP and SOL lead the sell-off, second-tier coins collectively pressured, stay away from copycats and junk coins. 2. BTC's golden status strengthened: institutional consensus only on BTC, funds cluster around the leader, BTC's resilience maximized. 3. Compliance narrative becomes the main theme: institutions only recognize compliant ETFs and infrastructure stocks, wild projects and low-quality tokens rapidly go to zero. 4. My view: institutions are topping out, retail investors should not catch the falling knife Goldman Sachs is not bearish on crypto, but bearish on worthless altcoins! Current market: BTC stable, ETH weak, altcoins collapsing, institutions swap altcoins for BTC, chips concentrate on leaders, reshuffling has just begun. Retail strategy: • ✅ Only hold BTC/ETH leaders, avoid XRP, SOL, and second-tier altcoins. • ✅ Light positions in infrastructure coins (COIN, Circle-related), avoid pure speculative coins. • ✅ Stay away from altcoin contracts, volatility is extreme, liquidation rate over 90%.

As of May 19, 2026, market heat is concentrated in four major sectors: AI+crypto, RWA, quality public chains, and Meme; mainstream coins are stable, altcoins rotate, with capital preference for narratives + strong ecosystem projects. 1. Mainstream Leaders (Ballast Stones) - BTC (Bitcoin): Around $76,891, institutional ETFs continue inflows, oscillating near 80k, strong support at 75k. - ETH (Ethereum): Around $2,120, active DeFi + L2 ecosystem, strong support at 2,000. - SOL (Solana): Around $84.86, dual heat in public chain + Meme, monthly increase over 6%, high on-chain activity. 2. AI+Crypto (Strongest Mainline) - TAO (Bittensor): AI computing power leader, "Bitcoin + AI," favored by long-term capital. - RENDER (RNDR): Decentralized GPU rendering, benefits from AI video boom. - ASI (FET): AI agent alliance, merger of three projects, heavily held by institutions. - VIRTUAL (Virtuals): AI Agent framework, fast growth, high flexibility. 3. RWA (Real-World Asset Tokenization, Institutional Favorite) - ONDO (Ondo Finance): RWA leader, US debt tokenization, backed by Goldman Sachs/BlackRock. - LINK (Chainlink): Oracle leader, RWA/DeFi infrastructure. - CFG (Centrifuge): Physical asset tokenization, strong compliance. 4. Quality Public Chains (High Growth) - NEAR: AI-friendly public chain, 50%+ increase in 90 days, active developers. - TON: Telegram public chain, large user base, fast ecosystem expansion. - SUI: Move-based public chain, strong performance, DeFi/NFT heat rebounding. 5. Meme (Short-term Heat) - PEPE: ETH chain Meme leader, high turnover, high volatility. - BONK: SOL chain Meme representative, active community. - DOGE: Veteran Meme, supported by Elon Musk, monthly increase over 15%. 6. Operational Key Points (Directly Usable) 1. Prioritize mainlines: AI+RWA (60% allocation), public chains as secondary (30%), Meme light position (10%). 2. Risk control first: single coin ≤10%, no leverage; buy dips near 5/10-day moving averages, take profit at 15-20%, stop loss if support breaks. 3. Avoid list: no ecosystem, low market cap (<50 million), pure speculative air coins.

#GoldmanSachsClearsOut, Institutional Holdings Diverge Brothers, something big is happening! 🏦 $BTC $ETH $DOGE Goldman Sachs has cleared out XRP and Solana ETFs, slashing its ETH position by 70%—on the other hand, Strategy and BitMine are aggressively increasing their holdings. Q1 holdings report shows three completely different approaches: · Goldman Sachs: Fully cleared XRP and Solana-related ETFs, BlackRock’s ETHA holdings shrank by about 70%, BTC ETF also reduced by about 10%. Instead, they increased holdings in crypto concept stocks like Coinbase—shifting from "direct coin holding" to "holding stocks to earn fees." · Strategy (formerly MicroStrategy): Spent $2.01 billion in a single week to acquire 24,869 BTC—still the perpetual "buy, buy, buy" machine. · BitMine: Holds over 5.27 million ETH, accounting for 4.37% of the entire network, with 89% staked, generating an annual staking yield of about $289 million. Targeting 5% of the entire network holdings by 2026—a true "ETH whale." Three institutions facing the same market, taking three completely different paths: Goldman Sachs retreats, Strategy increases holdings, BitMine earns yield. "The greater the divergence, the more chaotic the opportunity. Who do you choose?" 🎯 Over 20 likes, let's discuss three insights on institutional holding changes for retail investors. 🕵️

On the same day, two documents, two completely opposite stories—understand them, and you understand what institutions are really betting on now. First, lay out the facts. On Saylor's side: Strategy spent $2.01 billion last week to buy 24,869 BTC at an average price of $80,985, the second largest weekly purchase in 2026. The funds came from selling 19.5 million STRC preferred shares (net proceeds $1.949 billion) and 430,000 MSTR common shares (net proceeds $83.7 million). As of May 17, total holdings are 843,738 BTC, total cost $63.87 billion, average price $75,700, with a BTC return of 12.6% since the start of 2026. In plain language: BTC is around $76,000, Saylor bought at $80,985. He’s not bottom fishing; he’s adding to his position—and he’s using preferred stock financing, not selling shares. This detail is important, indicating he still has ammunition left. On Goldman Sachs' side: The Q1 13F filing shows Goldman Sachs completely exited all XRP ETF holdings (previously about $153.8 million) and all Solana ETF holdings (previously about $108 million) during Q1, while cutting Ethereum ETF holdings by 70% to about $114 million. However—Bitcoin ETF holdings were only slightly reduced by 10%, retaining about $700 million (iShares Bitcoin Trust $IBIT about $690 million, Fidelity FBTC about $25 million). At the same time, Goldman increased holdings in three stocks: Circle Internet Group ($CRCL), Galaxy Digital ($GLXY), and Coinbase ($COIN). Reading these two things together, the signal is very clear: Institutions are not leaving crypto—they are doing a major internal asset reshuffle. They are withdrawing from "altcoin ETFs" and shifting to "crypto infrastructure stocks." Goldman’s logic is: rather than betting on the price fluctuations of XRP and SOL, it’s better to buy "toll booths" like Coinbase that collect fees regardless of which coin rises. This is a shift from "directional bets" to "structural benefits." Saylor is buying BTC, Goldman is buying infrastructure—two strategies, one shared judgment: they both believe the crypto journey is far from over. $BTC $CRCL $NVDA #高盛清仓，机构持仓分化 #在OKX交易美股：AI双雄押哪边？

Can't take it anymore, can't take it anymore This morning is too sluggish Let's talk later Stuck in analysis! Goldman Sachs liquidates positions, institutional holdings diverge #高盛清仓，机构持仓分化

Today's Crypto Daily: 1. Tom Lee: Ethereum selling pressure mainly comes from rising oil prices; if oil prices fall back, Ethereum will rebound 2. Goldman Sachs cleared XRP and Solana ETF holdings in Q1, still holding over $700 million in Bitcoin ETF 3. Tether announces investment in cross-border financial platform LemFi AI settlement layer AEON completes $8 million Pre-Seed round, led by YZi Labs 4. Bitwise announces it will use 10% of Hyperliquid ETF management fees to hold and support HYPE 5. Strategy spent $2.01 billion last week to increase holdings by 24,869 BTC 6. Kraken parent company Payward's Q1 revenue grew 3% year-over-year, with derivatives business surging 51%

【Breaking Devastating Earth-Shattering News: Solana and XRP Holders Face a Complete Collapse Tonight! Goldman Sachs Has Just Officially Torn Apart the Winners and Losers on the Public Stage!】 • Complete Sell-Off (Sold): Goldman Sachs has secretly liquidated all its Solana ETF positions. • Complete Sell-Off (Sold): Goldman Sachs has secretly liquidated all its XRP ETF positions. • Holding the Trump Card (Kept): Ironclad retention of all Bitcoin risk exposure. • Holding the Trump Card (Kept): Ironclad retention of all core positions in the Ethereum infrastructure sector. Take a look at Wall Street’s true ultimate power centers: • BlackRock: Has firmly invested $7 billion in Ethereum and shows absolute dominance in the Bitcoin ETF space. • Goldman Sachs: Is decisively fleeing and cutting all ties with SOL and XRP with ruthless determination. These are the two most terrifying and arrogant top financial empires in the entire United States. They have forged an epic ultimate alliance on the long-term core value of Bitcoin and Ethereum; meanwhile, they are ruthlessly executing a formatting liquidation on all other altcoins and worthless tokens. This is not an ordinary secondary market high-frequency portfolio adjustment signal. This is an unquestionable "class death sentence" issued by Wall Street’s old money to the entire crypto world!

⚠️ Family, everyone is saying AI and RWA are competing for money, but let me be blunt—you’re not seeing rotation, you’re witnessing the third major on-chain wealth migration. The first wave moved from mining rigs to exchanges, the second from centralized to DeFi, and now money is rushing wildly from all the old altcoins without stories or ecosystems toward narratives that can be realized. This isn’t a rebound; it’s a panic-style portfolio adjustment. Look at BTC pretending to be dead around 77K, stable like a financial product, but underneath the surface, the undercurrents have already gone crazy. AI + crypto is now a faith-driven game. TAO takes the hardline “Bitcoin + AI” route, RENDER benefits from the AI video boom, and VIRTUAL’s AI Agent framework is so flexible it’s overwhelming. This is no longer about hyping concepts; it’s about pricing future computing power. On the RWA side, ONDO is backed by Goldman Sachs and BlackRock. Tokenizing U.S. Treasury bonds is no joke; institutions are openly competing with you for low-priced chips. LINK needs no introduction—the oracle veteran, the entire RWA and DeFi space rely on it for data, the ironclad water seller. Among public chains, NEAR is insanely AI-friendly, up over 50% in 90 days; TON has Telegram’s billion users behind it; SUI’s performance and hype are recovering. Lastly, for Meme coins, PEPE and BONK act as emotional thermometers, playing on adrenaline, but only bet small amounts, don’t risk your entire fortune testing human nature. My bold view: allocate 60% of your portfolio to the main AI and RWA themes, don’t fear high prices—trend matters more than price. 30% to quality public chains, 10% reserved for Meme gambling. No single coin should exceed 10%. Buy dips near moving averages, take profits at 15%-20%, and don’t hold through breakdowns. Don’t even look at those ecosystem-less, pure hype air coins; even glancing at them is disrespectful to your intelligence. The current market isn’t about who’s braver, but who’s sharper and can control their impulses like a miser. Which direction do you think will last till the end? Drop your views in the comments; let’s see who really has the gold and silver. #特朗普持续施压伊朗：国际油价直线拉升 #三星罢工倒计时：KOSPI熔断，日损$7亿 #在OKX交易美股：AI双雄押哪边？

Goldman Sachs suddenly liquidated its SOL and XRP ETF holdings—what signal does this send? Today, while browsing the news flash, I came across a piece of information that caught me off guard—Goldman Sachs has already liquidated its spot ETF holdings in SOL and XRP, but still holds about $700 million in BTC ETFs. [reference:7] This is quite interesting. When the macro environment tightens, the world's top investment bank doesn't fully retreat but instead performs a "pruning": cutting altcoin ETFs and concentrating its ammunition on Bitcoin. Coupled with last week's data, BTC spot ETFs saw outflows exceeding $1 billion in a single week, marking the worst since the end of January, while SOL and XRP ETFs actually recorded net inflows. Goldman Sachs' move is contrary to the overall ETF capital flow—retail investors and some institutions are withdrawing from BTC ETFs, but Goldman Sachs is cutting altcoin ETFs to preserve its Bitcoin position. Currently, Goldman Sachs' total crypto ETF exposure is about $960 million, with $700 million in BTC and the remainder related to ETH. This holding structure indicates one thing: during a macro tightening cycle, top institutions' strategy is not "full withdrawal" but "concentration"—shifting funds from highly volatile altcoins to assets they consider most certain. The liquidation of SOL and $XRP does not imply fundamental issues with them; it is more about institutional risk control departments "de-risking." For ordinary players, Goldman Sachs' move offers a strategy: when the market is unfavorable, reducing positions to top-tier assets is more sustainable than stubbornly holding altcoins. @OKX中文 #三星罢工倒计时：KOSPI熔断，日损$7亿 #SpaceX上市倒计时：纳指新规下的抢跑机会

🚀 The market is dead, altcoins are partying! AI and RWA are grabbing money, Meme is going all out, even fools can see where the money flows! Family, as of May 19, 2026, the market heat is fully concentrated in four major sectors: AI+crypto, RWA, quality public chains, and Meme. The mainstream is steady as ever, altcoins explode in rotation, and money only flows into projects with stories and ecosystems. 1. Mainstream ballast: · BTC around $76891, institutional ETFs keep pouring in, hovering near 80k, 75k is the iron bottom · ETH around $2120, supported by DeFi+L2, 2000 points is the psychological defense line · SOL around $84.86, dual heat of public chain+Meme, on-chain activity is live 2. Breakdown of the four main lines: 🔥 AI+crypto (strongest main line): TAO is the AI computing power leader, following the "Bitcoin+AI" path, long-term funds are watching. RENDER does decentralized GPU rendering, AI video boom feeds it directly. ASI is a triple combo including FET, heavily held by institutions. VIRTUAL is an AI Agent framework, so flexible it can blow people away. 🏦 RWA (institutional favorite): ONDO is the leader, tokenizing US debt, backed by Goldman Sachs and BlackRock. LINK is the veteran oracle, indispensable for both RWA and DeFi. CFG handles physical asset tokenization, fully compliant. ⚡ Quality public chains (high growth): NEAR is AI-friendly, up over 50% in 90 days. TON is backed by Telegram, with a huge user base. SUI is a Move-based high-performance public chain, DeFi and NFT heat are recovering. 🐸 Meme (short-term heat): PEPE is the ETH chain Meme leader, high turnover and volatility. BONK represents the active SOL chain community. DOGE is the veteran Meme, Musk's halo still shines. 3. Operation points: Prioritize main lines, AI+RWA take 60% of the portfolio, public chains 30%, Meme at most 10%. No single coin over 10%, no leverage. Buy dips near short-term moving averages, take profits at 15-20%, stop loss if support breaks. Blacklist all air coins with no ecosystem, low market cap, pure speculation. Now it's not about who is bold, but who has sharp eyes, quick hands, and can control them. 💬 Which sector do you think has the most sustainability? Let's chat in the comments!

Brothers, here it comes, a major signal is here Think about it carefully Goldman Sachs has sold all their XRP and SOL ETFs, only keeping Bitcoin Just saw a piece of news, Goldman Sachs' Q1 holdings report is out. They completely cleared their ETF positions in XRP and Solana, not leaving any. But they still hold Bitcoin ETFs, worth over $700 million. Honestly, seeing this doesn't surprise me at all. An institution of Goldman Sachs' caliber is not here to gamble. They won't rush into altcoins just because Elon Musk shouts or there's FOMO in the group. They focus on compliance, liquidity, and long-term certainty. How long have XRP and SOL ETFs been approved? Liquidity is shallow, regulatory uncertainty is high. The SEC has been in a lawsuit with Ripple for years; although they won a bit, the fundamental issues remain unresolved. Solana is even worse—just recently labeled as a security, and its ETF only launched a few days ago. How could a seasoned player like Goldman Sachs hold heavy positions? So they just cleared out in Q1, clean and neat. But Bitcoin is different. The spot ETF has been running for over a year, with continuous inflows. Giants like BlackRock and Fidelity are involved. Goldman Sachs holding $700 million in BTC ETFs shows that in their eyes, Bitcoin is the only "digital gold" that has been validated. Retail investors are still debating "when the altcoin season will come," but institutions have already voted with their feet. I think this is worth pondering. Goldman Sachs isn't stupid; they won't bet on XRP and SOL because they don't need to. They just want to steadily earn the beta returns from Bitcoin ETFs. What about us? Should we also consider if our altcoin positions are too heavy? It's not that you shouldn't play altcoins, but large positions are best kept in Bitcoin. Institutions do it this way, so we shouldn't be stubborn. Goldman Sachs clearing out XRP and SOL is a signal. Follow the smart money, at least you won't lose too badly. #三星罢工倒计时：KOSPI熔断，日损$7亿 #特朗普持续施压伊朗：国际油价直线拉升 #SpaceX上市倒计时：纳指新规下的抢跑机会 $BTC $SOL $XRP

🔥 Crypto Quick Report｜Latest BTC/ETH/SOL Market & Hotspot Analysis 📊 Snapshot of Mainstream Coin Latest Prices Coin Latest Price 24h Change Key Signals BTC 77,171.9 USDT -1.11% Weekly-level high pullback, oscillating near Bollinger middle band, volume continues to shrink, short-term direction unclear $BTC ETH 2,135.30 USDT -2.31% Decline greater than BTC, MACD shows death cross, KDJ enters oversold zone, linked to weak overall market $ETH SOL 84.89 USDT -1.81% Impacted by Goldman Sachs clearing ETF holdings, high-level breakdown and decline, short-term selling pressure heavy $SOL 🌍 Latest Hotspot Overview 1. Citi Warning: Quantum Computing Accelerates, Bitcoin Faces Security Challenges - Core Content: Citi report points out that breakthroughs in quantum computing technology are accelerating. Once quantum computers mature, they may crack Bitcoin's elliptic curve encryption algorithm, posing potential threats to BTC's underlying security. - Market Impact: Short-term mainly emotional disturbance, no large-scale sell-off triggered, but long-term security discussions heat up again. 2. Goldman Sachs Clears XRP and Solana ETF Holdings, Market Interpretations Diverge - Core Content: Goldman Sachs cleared XRP and Solana-related ETF holdings in Q1 but still holds over $700 million in BTC/ETH-related crypto assets. - Market Interpretation: Some view this as institutional risk aversion to highly volatile public chain coins, while others see it as routine portfolio adjustment, no need for over-interpretation. 📈 Key Technical Signals - BTC: Weekly level still oscillating at high range, Bollinger upper band at 115k, lower band support lost, currently fighting around 77k, MACD red bars shortening, bullish momentum weakening. - ETH: Daily level broke below Bollinger middle band, strong support near 2100, if not held, may test 2000 round number. - SOL: Daily level broke below Bollinger middle band, 80-85 range is short-term support, heavy selling pressure near 100 above, beware of further pullback risk. 💡 Trading Tips - Short-term market sentiment is weak, mainstream coins collectively pull back, recommend reducing positions and mainly observing. - Focus on BTC 75k support; breaking it may trigger chain reaction declines; 80k above is short-term strong resistance. - Goldman Sachs portfolio adjustment event significantly impacts sentiment on SOL and other public chain coins, avoid blind bottom-fishing in short term. @OKX中文 @OKX Orbit @OKX成长学院 @OKX星球