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US spot Bitcoin ETFs have drawn inflows for 5 straight weeks: net inflows of about $3.8 billion over 5 weeks, with $1.05 billion in a single week. Total assets reached $108.7 billion, setting a new all-time high. Observers say this signals real spot demand, with institutions shifting from delta-neutral de-risking to pure long exposure. Three key drivers: easing tensions with Iran, AI boosting momentum, and progress on the CLARITY Act legislation. Next, watch weekly inflows, the CLARITY Act progress, and the results of Iran negotiations.

White House digital assets adviser Patrick Witt announced the CLARITY Act House bill schedule: in May, the Senate Banking Committee will consider it article by article; in June, the full Senate will vote; and by July 4, it will be passed by the House. The stablecoin yield compromise has been locked in, and the conflict-of-interest provisions will apply to all officials rather than being targeted specifically at Trump. If the Senate drags its feet, progress in July will face added pressure.

According to materials filed with the SEC, Tesla in 2018 issued approximately 300 million shares of common stock as stock options under the CEO performance incentive plan, with a service-oriented forfeiture condition that requires continued employment. Musk benefited from holdings of about 717 million shares, or 20.3%, but his voting rights are restricted by a voting agreement, decoupling economic rights from voting rights. If fully exercised at $23.34, the theoretical gains would reach $108 billion, not yet including his current market value of $649 billion.

NVIDIA releases Nemotron 3 Nano Omni, an open-source multimodal model that integrates vision, speech, and language into a single model as the perception layer for AI agents. The core is a 30B-A3B MoE with a 256K context and 9x throughput. It supports inputs including text, images, audio, and video, and outputs text. In conjunction with Nemotron 3 Super/Ultra, it is suitable for scenarios such as computer operations, document intelligence, and audio-visual understanding, and it publishes weights and training data for deployment spanning local environments, NIM, and third-party platforms.

The U.S. Federal Reserve is expected to keep the interest rate unchanged at 3.5%–3.75% after its two-day meeting, and it may also fine-tune its statement to strengthen the emphasis on employment and flexibility for future rate hikes. Chair Jerome Powell’s term expires on May 15, and the market is watching whether he will be reappointed and whether there will be any changes in board membership. Waller, who has been nominated to succeed him, faces pressure over independence and reform, and Milan may become his last time attending in person. This article focuses on tomorrow morning’s press conference and the direction of policy.

OpenAI announced that DevDay 2026 will be held in person in San Francisco on 9/29, along with a submission contest created with GPT-5.5 and Image Gen. Codex will automatically filter 2–3 entries each week, and the winners will receive free tickets plus cross-city flights and hotel accommodations. The conference will focus on evaluating the GPT-5.5 ecosystem and human-machine collaboration. Participants must be over 18 and not be direct family members of OpenAI employees. Areas of observation include the new model, agent integrations, and multi-cloud strategies.

Uni-President Enterprises Corp. plans to acquire 51% of Taiwan’s LOPIA retail supermarket business and 49% of LOPIA food processing business for about NT$2.05B, jointly expanding Taiwan’s food retail market with Japan’s OIC Group. The deal is expected to be completed by the end of 2026. LOPIA is positioned with a Japanese-style focus on high quality at low prices. The new store is expected to open in Xindian District, New Taipei City, and the site selection has drawn attention. The market previously speculated it could be near Yulon City, or that it may affect the competitive landscape in the area.