Editor's note: The US-Iran conflict continues to be at a standstill, but as we mentioned last week, traditional financial markets have started to rise: the Japanese and South Korean stock markets have both reached historical highs; US stock market leader Nvidia has once again surpassed a market value of $5 trillion, while indices like the NASDAQ and S&P 500 maintain a bullish posture. Additionally, whether the new Federal Reserve Chairman Kevin Walsh can smoothly assume office has become the next focal event for capital market pricing. As for the cryptocurrency stock market, without direct bullish stimuli, this week has continued to see widespread declines, and it is still recommended to only dip-buy or speculate on short-term rebounds for a few leading stocks.
The following is a summary of last week's cryptocurrency and stock market information compiled by Odaily Planet Daily, all US stock data comes frommsx.com.
US Stock Market Faces Major IPO Liquidity Test, New Federal Reserve Chairman's Policy Stance Under Scrutiny
Recent highlights have focused on the confirmation hearing of the new Federal Reserve Chairman Kevin Walsh and the market liquidity test driven by the current year's IPO boom led by SpaceX.
Analysis: SpaceX, OpenAI and Anthropic IPOs May Impact BTC and Crypto Market Liquidity
SpaceX submitted its S-1 filing to the US SEC in secret earlier this month, planning to conduct an IPO at an estimated valuation of about $1.75 trillion, raising up to $75 billion. If listed as expected in June, it would surpass Saudi Aramco's 2019 fundraising record of $29 billion, becoming the largest IPO in history. At the same time, OpenAI and Anthropic also plan to go public in the second half of this year, with the three companies expected to attract over $240 billion in total.
Market analysis suggests that these super IPOs may significantly withdraw liquidity from risk assets, while the crypto market is in the same funding pool. Given that mainstream cryptocurrencies like Bitcoin and Ethereum have shown a high correlation with NASDAQ and US stock market risk appetite in recent years, a significant amount of funds moving towards subscriptions for tech giants' IPOs may weaken buying support for BTC, ETH, and altcoins. Analysts point out that Coinbase's listing day in 2021 coincided with a peak in Bitcoin's price, and the upcoming SpaceX IPO may again become a critical liquidity turning point for the crypto market.
Walsh Hearing Highlights: Denies Commitment to Trump on Interest Rate Cuts, Criticizes Fed for Losing Direction, Called a "Puppet"
Walsh, Trump's nominated Federal Reserve Chairman, opened fire during the confirmation hearing: refusing to answer whether Trump lost the election, being scolded by Warren as a "puppet"; he criticized the Federal Reserve for "losing direction, engaging in politics"; and denied promising low interest rates to the president multiple times. Nick Timiraos, often called the "Federal Reserve's mouthpiece," reported that Massachusetts Democratic Senator Elizabeth Warren characterized Walsh as both Trump's "puppet" and an opportunist in her opening statement, arguing that a Federal Reserve Chairman who cannot even state facts that might displease the president who nominated him would not stand up to that president at critical moments. This theme ran throughout the hearing, with Democrats repeatedly returning to this point.
Walsh also stated that the Federal Reserve needs "fundamental policy reform," including a new inflation framework, new tools, and new ways of communication. While Walsh avoided Trump's public attacks on the Fed, he denied to both Democratic and Republican senators that Trump had sought any commitments regarding interest rates. "The president has never asked me to pre-decide, commit, determine, or make any interest rate decisions in any of our discussions, nor would I ever agree to do so."
Goldman Sachs: Change in Fed Leadership Will Not Bring Rapid Rate Cuts
Goldman Sachs economist David Mericle stated in a report to clients that the path for Kevin Walsh to become the Federal Reserve Chairman has become clear, but changes in leadership may not immediately alter the Federal Reserve's policy stance in the coming months. He noted, "When there is a divergence within the Federal Open Market Committee, the new chairman may not be able to push for rate cuts as strongly as Powell did." Regardless of Walsh's influence, the new chairman's enthusiasm for rate cuts may not be much higher than Powell's, especially in light of the ongoing uncertainties from the Middle East conflict. However, Goldman Sachs still expects easing policies to be implemented before the end of the year, maintaining its previous prediction that the Federal Reserve will cut rates by 25 basis points in September and December.
Weekly Update on Cryptocurrency and Stock Listed Companies
BTC Treasury Listed Company Representative Firms
According to SoSoValue data, as of 8 AM Eastern Time on April 27, 2026, the total net purchases of Bitcoin by globally listed companies (excluding mining firms) for the past week was $260 million, a decrease of 89.8% compared to the previous week.
Strategy (formerly MicroStrategy) announced an investment of $255 million (a 90% decrease from last week), purchasing 3,273 Bitcoins at a price of $77,906, bringing its total holdings to 818,334 Bitcoins.
Japanese listed company Metaplanet did not purchase any Bitcoin last week.
Additionally, three other companies purchased Bitcoin last week. Japanese fashion brand ANAP invested $770,000 on April 21 to increase its position by 9.1785 Bitcoins at a price of $84,239.7, bringing its total holdings to 1,431.9716 Bitcoins; UK Bitcoin company The Smarter Web Company announced on April 24 its investment of $3.39 million to purchase 44 Bitcoins at a price of $77,071, raising its total holdings to 2,750 Bitcoins; and a French Bitcoin company disclosed on April 27 an investment of $460,000 to purchase 6 Bitcoins at a price of $77,151, increasing its total holdings to 2,943 Bitcoins.
Metaplanet has issued zero-interest bonds valued at 8 billion yen (approximately $50 million) for the purpose of purchasing Bitcoin.
As of the release date, the total amount of Bitcoin held by globally listed companies (excluding mining firms) is 1,084,909 Bitcoins, an increase of 0.3% from last week, with a current market value of approximately $8.434 billion, accounting for 5.4% of the circulating market value of Bitcoin.
Metaplanet Issues 8 Billion Yen Zero-Interest Bonds for Bitcoin Acquisition
Last week, Japanese Bitcoin treasury company Metaplanet announced the issuance of zero-interest bonds valued at 8 billion yen for further purchasing Bitcoin.
US-listed company DDC Enterprise released its fiscal performance report for 2025 last week, achieving annual revenue of $39.2 million, a year-on-year increase of 4.6%, setting a historical high; as of April 21, 2026, it holds approximately 2,383 Bitcoins, valued at around $182 million, ranking among the top 30 Bitcoin holders among globally listed companies. DDC also announced the launch of an AI-driven treasury intelligent platform, the "DDC Treasury Intelligence Platform," to optimize Bitcoin fund management and capital allocation.
ETH Treasury Listed Company Representative Firms
As of April 26, 2026, Bitmine's total cryptocurrency holdings, cash, and investments reached $13.3 billion. It currently holds 5,078,386 ETH, valued at approximately $12.03 billion, accounting for 4.21% of the total supply of ETH. Additionally, the holdings include 200 Bitcoins, $200 million in Beast Industries equity, $91 million in Eightco Holdings equity, and $940 million in cash.
Bitmine has currently staked 3,701,589 ETH, valued at approximately $8.8 billion at the price of $2,369. Its annualized staking yield is 3.033%, with an estimated annual return of $363 million. Bitmine was listed on the New York Stock Exchange on April 9, 2026, moving from the US branch of the New York Stock Exchange.
Additionally, last week the Ethereum Foundation sold 10,000 ETH to Bitmine via OTC at an average price of $2,387.
Altcoin Treasury Listed Company Representative Firms
Eightco Discloses WLD Holdings Increased to Over 283 Million, ETH Holdings Maintained at 11,068
NASDAQ-listed company Eightco Holdings (ORBS) released its holdings update last week, disclosing that its total asset value has increased to $336 million, including 283,452,700 Worldcoin (WLD), 11,068 ETH, $90 million invested in OpenAI, $25 million invested in Beast Industries, and cash and stablecoins valued at $118 million. Eightco Holdings stated that the value of its WLD tokens accounts for 23% of the total assets, down to 27% for the investment in OpenAI, and 7% for the investment in Beast Industries.
NASDAQ-listed AVAX treasury company AVAX One announced its preliminary performance for the first quarter of 2026 last week, benefiting from Avalanche staking yields and Bitcoin mining growth, with quarterly revenue doubling to approximately $2.4 million. In terms of asset allocation, the company currently holds approximately 14 million AVAX, over 90% of which is staked. Meanwhile, AVAX One has signed a letter of intent to build a 10MW Tier 3 AI/HPC data center in Alberta, Canada, expected to commence operations in the first quarter of 2027, leveraging low-cost natural gas power resources to advance a dual-strategy of "crypto asset yields + computing power infrastructure" for AI and digital assets. The company also added 220 Bitcoin mining machines, increasing its hash rate to over 200 PH/s.
US-listed Company Aurelion Discloses Holdings of 33,318 Tether Gold, of Which 10,000 Has Been Staked
NASDAQ-listed company Aurelion disclosed last week that it currently holds 33,318 Tether Gold (XAUT), valued at over $15.7 million based on the April 23 price of $4,719.15 per ounce; additionally, the company stated it has staked 10,000 XAUT, turning the gold token from a simple reserve asset into a yield-generating collateral asset, while 23,318 XAUT remain unstaked.
Tron Inc Increased Holdings by 154,494 TRX Tokens Last Week
Tron Inc announced on platform X that it recently increased its holdings by 154,494 TRX tokens at an average price of $0.3236, bringing its TRX holdings to over 693 million tokens. The company aims to continue increasing its Tron DAT inventory to enhance long-term shareholder value.
免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。
