📰 Crypto & Global Markets Brief | May 11–12, 2026 Big moves across crypto, tech, and macro: 🔹 Alphabet has surged 43% since October, massively outperforming Nvidia (+6.3%), and is now close to becoming the world’s largest company. 🔹 A Bitcoin OG moved 500 BTC for the first time in 12 years — coins bought at $914, now worth over $40M. 🔹 Digital asset investment products recorded $858M in inflows, marking the 6th straight week of institutional demand. 🔹 Strategy added 535 BTC, bringing total holdings to 818,869 BTC. 🔹 Bitmine now holds over 5.2M ETH, signaling aggressive Ethereum accumulation. 🔹 Circle reportedly raised $222M, including backing from BlackRock, at a $3B valuation. 🔹 Crypto.com became the first licensed firm approved to process Dubai government crypto payments. 🔹 Telegram founder Pavel Durov says new TON tooling can make smart contract development 10x faster. 🏛 Regulation & Politics: 🔸 The U.S. Senate advanced Kevin Warsh’s path toward Fed Chair confirmation. 🔸 A 309-page draft of the CLARITY Act was released, aimed at protecting software developers while strengthening digital asset regulation. 🔸 Coinbase CEO Brian Armstrong is set to meet Republican senators over crypto legislation. 🔸 A closed-door House meeting on crypto taxation is scheduled for Thursday. 🌍 Macro Watch: 🔸 Trump will visit China from May 13–15, joined by major tech leaders including Elon Musk, Tim Cook, and Larry Fink. 🔸 S&P 500 hit a fresh all-time high at 7,412. 🔸 Ray Dalio says Bitcoin still hasn’t proven itself as a true safe haven. 🔸 Arthur Hayes argues the U.S.-China AI capital race will create massive credit expansion — making Bitcoin a major winner. Bottom line: Institutional adoption remains strong, regulation is accelerating, and macro politics are becoming a bigger crypto catalyst. #USAprilCPITonight #WarshTakesFedChair #CLARITYActMay14Vote