Morning Post | Digital Bank Fasset completes $51.0 million B-wheel financing; Jane Street Q1 adds ETF and Galaxy Digital; SATA will be sending out gold dividends from June 16th

Jane Street significantly reduced bitcoin ETF for the first quarter, while increasing ETF and Galaxy Digital

ChainCatcher, according to the latest 13F document, the Wall Street Quantified Trading Giant Jane Street significantly reduced several bitcoin-related assets in the first quarter of 2026, adding ETF and partially encrypted stock holding. Of these, Jane Street held around 71 to 5.9 million bellet shares, valued at approximately $225 million, and Fidelity FBTC held approximately 60 to 2 million shares, valued at about $115 million. In addition, its stock held by Strategy has been reduced from about 96.68 million shares in the fourth quarter of 2025 to about 210,000 shares, the value of which has been reduced from about $146 million to about $27 million, and the shares of Bitcoin mining companies such as IREN, Cipher Mining, TeraWulf and Core Science have been reduced。

On the other hand, Jane Street has significantly increased the ETF, Belet ETHA and the Fidelity ETH Fund totalling approximately US$ 82 million. At the same time, its Riot Platforms, Coinbase and Galaxy Digital silos increased, with Galaxy Digital silos increasing significantly from about 17,000 to about 1.5 million。

THERE IS NO AGREEMENT BETWEEN THE TWO PARTIES ON THE CARITY BILL AND THE DEMOCRATIC PARTY STILL DISAGREES ON THE TERMS OF THE BRCA

ChainCatcher NewsAccording to an encrypted journalist, Eleanor Terrett, sources claim that the United States Senate's bipartisan Minority Group, which had held consultations on the CLARITY Bill last night, tried to push the Democratic Party to compromise on at least two outstanding issues, but ultimately failed to reach agreement。

Senator Cynthia Lummis said that the two sides had agreed on “99 per cent of the content” of the bill, hoping that the Democrats would continue to resolve the remaining issues after the bill had been considered by the Committee, otherwise a similar FTX incident would occur in the future “only blame themselves”。

According to reports, Democratic Senator Adam Schiff and Ruben Gallego have been promoting compromise on ethical norms and conflict-of-interest provisions involving the family of the President as one of the conditions of support for the bill prior to its consideration by the Committee。

IN ADDITION, SOME DEMOCRATS HAVE RAISED CONCERNS ABOUT THE PROVISIONS OF THE CLEAR ACT ON BLOCK CHAIN REGULATION (BRCA). THIS PROVISION WOULD PROHIBIT THE PROSECUTION OF NON-TRUST SOFTWARE DEVELOPERS UNDER THE MONEY TRANSFER BUSINESS LAW。

ACCORDING TO THE SOURCE, THE PARTIES HAD MADE SUBSTANTIAL PROGRESS ON THE ISSUE OF ETHICS AND CONFLICTS OF INTEREST, BUT THE DISAGREEMENT OVER THE BRCA AMENDMENT EVENTUALLY LED TO THE BREAKDOWN OF NEGOTIATIONS. IT IS NOW GENERALLY EXPECTED THAT THE COMMISSION WILL BE CLEARLY PARTISAN。

Consensys postponed potential IPO to fall due to the poor market environment

ChainCatcher reports that the Enterprise Application Developer Consensys has postponed potential IPO projects to the earliest fall due to the market environment. Consensys had planned to secretly submit a S-1 registration statement to the SEC at the end of February this year and had hired Morgan Chase and Goldman Sachs to take the lead。

In February 2026, the encryption market fell sharply due to macro-uncertainties, tariff concerns and the outflow of Bitcoin ETF funds, leading to the suspension of IPO projects by several encryption companies. Bitgo was the only encrypted original company listed in 2026, but the share price fell by about 36 per cent over the IPO price. The spokesperson for Consensys stated that he would not comment on market speculation. Consensys completed $450 million in D round finance at the beginning of 2022, valued at $7 billion。

Metaplanet postponed the priority stock listing due to Japan's market structure

ChainCatcher, Metaplanet CEO Simon Gerovich, states that the company postponed the proposed roll-out of the Mars and Mercury priority stock listings, influenced by the prematureness of the Japanese preferential stock market and the rules of the exchange. It argued that the Japanese exchange required that priority dividends be supported by sustainable, recurrent cash flows, and that Metaplanet still needed to prove that its bitcoin revenue operations could produce a steady return in different market environments。

In addition, the company plans to provide monthly interest, but the Japanese market usually provides annual or semi-annual interest, and the infrastructure still needs to be improved. Metaplanet currently holds 40,177 BTCs, and stock prices have fallen by 25% since the beginning of the year。

The British Central Bank will accept the Stable Currency application as a new form of currency

ChainCatcher, according to Decrypt, Executive Director of the British Central Bank, Sasha Mills, stated that the Bank regarded the stability currency as “a new form of currency” and that it would not “select the winner” between tokenized deposits and the stabilization currency. According to Mills, the Central Bank of the United Kingdom will open its application for a “systemic stabilization currency” at the end of the year, which is widely used and may pose a risk to financial stability and will be subject to central bank supervision。

Matthew Long, Director of Payments and Digital Assets of the Financial Conduct Regulatory Authority, stated that other stabilization currencies were regulated by the FCA and that there was room for the Pounds sterling stabilization currency to work. Mills also pointed out that 99 per cent of the global stabilization currency was in United States dollars and not in compliance with the United States GENIUS Act, and that the United Kingdom was on schedule with the United States。

Microsoft executive: Yes, OpenAI's total investment will break $100 billion next month

ChainCatcher NewsOn the last day of the Marsk prosecution of OpenAI, the Microsoft executive revealed during the trial that by June 2026, Microsoft’s total input to OpenAI (including investment commitments, infrastructure and calculator hosting costs) would have exceeded $100 billion。

This figure is reported to be much higher than the US$ 13 billion cash investment previously widely recognized in the market, with the first disclosure of the overall cost of Microsoft inputs to support OpenAI in terms of bottom computing and infrastructure. At the same time, Microsoft CTO Kevin Scott confirmed that thousands of GPUs had been deployed in the early stages of building the first supercomputer。

In addition, after Microsoft and OpenAI had concluded their evidence, the Mask team chose to abandon the rebuttal and formally concluded the three-week evidence phase, which the Tribunal expected to enter the closing phase on Thursday。

Anthropic allows third party Agent to re-enter Claude subscription, but adds a separate limit

ChainCatcher NewsAnthropic announced that a new Agent SDK billing policy would be implemented as of 15 June 2026. According to the new regulations, third party Agent tools such as OpenClaw will again be allowed access to Claude subscriptions, but will not be shared with regular chat lines using a separate "exclusive monthly limit"。

Previously, in April this year, Anthropic restricted the use of Claude subscription lines for third-party tools to prevent abuse. This adjustment is considered to be the final solution to the dispute, namely the reopening of third-party access, but completely segregating the Agent call from the regular chat line。

Specifically, Pro users will receive an exclusive amount of $20 per month; Max 5x and advanced Team at $100; and Max 20x and advanced enterprise at a maximum of $200. The amounts can only be used for third-party applications, self-built Agent projects and claude-p back-office commands, updated monthly and overpaid at standard API rates。

DeFi Development net loss of $83.4 million for the first quarter, annual increase of 108 per cent per share of SOL holdings

ChainCatcher reports that despite the increase in losses in the first quarter, each share of SOL holdings rose from 0.0322 to 0.0670 over the past year, an increase of 108 per cent. As of 13 May, the company held approximately 229.46 million SOLs and equivalents。

The CEO Joseph Onorati states that the company achieved growth through a strategy of internal pledge, joint validation of nodes in partnership with Bonk, and deployment of more than 25 per cent of its treasury on the chain, and considers Strategy ' s strategy to be the starting point rather than the ceiling. The company collected $2.66 million in a quarter, an increase of 827 per cent over the same period; the net loss of $83.4 million, compared to $7.78 million in the same period last year, was mainly affected by the fall in SOL prices。