TLDR:

• Strategy paused Bitcoin purchases for the first time in weeks, breaking its streak that began in 2020.
• The firm holds 818,334 BTC worth $64.44 billion at an average cost of $75,537, showing a 4.24% gain.
• Michael Saylor confirmed no buys last week via X, signaling a shift toward maximizing Bitcoin yield over volume.
• Analyst Chris Millas identified $STRC as Strategy’s new primary funding tool in its next acquisition phase.

Strategy, formerly known as MicroStrategy, has halted its Bitcoin buying for the first time in weeks. The firm continues to hold 818,334 BTC, valued at approximately $64.44 billion.

This pause draws attention from investors and market watchers alike. Many are now reassessing what this shift means for the company’s broader acquisition strategy going forward.

Strategy Steps Back From Weekly Bitcoin Accumulation

The company confirmed it made zero Bitcoin purchases during the most recent reporting week. This breaks a pattern of consistent buying that has defined Strategy’s treasury operations since 2020.

Michael Saylor acknowledged the pause directly through his weekly post on X. He wrote: “No buys this week. Back to work next week.” The message was brief but carried weight among followers tracking the firm’s every move.

Strategy currently holds its 818,334 BTC at an average acquisition cost of $75,537 per coin. At current market prices, that position reflects an unrealized gain of approximately 4.24%.

The timing of this pause also aligns closely with the company’s Q1 2026 earnings call, scheduled for May 5. Many analysts are watching that event carefully for any updated guidance on future purchases.

Bitcoin’s price showed resilience during the week Strategy stepped back from buying. That alone caught the attention of traders monitoring the asset’s dependency on large institutional flows.

The market continued to function without Strategy’s capital injection. For some, that outcome reinforces confidence in Bitcoin’s broader demand structure.

The pause does not appear to signal a retreat from Bitcoin as a core asset. Rather, observers see it as part of a more deliberate, returns-focused approach to accumulation.

A New Phase Focused on Bitcoin Yield Over Volume

Analyst Chris Millas offered a pointed take on the decision via X. He noted that Strategy chose not to tap its common ATM offering during the week, despite having the opportunity.

He wrote that the company is now entering “a completely new phase,” one centered on maximizing Bitcoin yield rather than accumulating at any price. He also pointed to $STRC as the primary funding mechanism going forward.

This shift moves Strategy away from volume-based buying toward a more calculated return-on-investment model. The focus now rests on the quality of each Bitcoin purchase, not just the quantity.

That approach may result in fewer but more strategically timed acquisitions over time. Investors appear to view this evolution as a constructive development rather than a pullback.

Strategy remains the largest corporate holder of Bitcoin globally. The firm’s next move is widely expected following the upcoming earnings call.

TLDR:

• Stablecoins are now processing cross-border payments faster than any traditional banking system available today.
  
• Merchants are settling transactions in near real-time through crypto-linked cards built on live stablecoin rails.
  
• Traditional payment rails face replacement, not competition, as stablecoins cut fees, speed up settlement, and remove borders.
  
• Developers at MetaMask Builder Nights are focused on scaling what already works, not debating future stablecoin potential.

Stablecoins have moved beyond experimental status and into the backbone of modern payment systems. Cross-border transfers, merchant settlements, and real-time transactions are already running on stablecoin rails today.

The shift is no longer a forecast — it is happening at scale. Developers and builders are now focused on expanding what already works, not proving what might be possible. The infrastructure is live, and the rest of the financial system is catching up.

On-Chain Payments Are Already Moving Real Money

Stablecoins are currently processing cross-border payments faster than traditional banking systems. Merchants are accepting payments through crypto-linked cards, with settlement happening in near real-time.

These are not pilot programs — they are active, functioning payment channels. The volume and speed at which money moves on-chain today marks a clear departure from legacy financial rails.

Traditional payment systems carry well-known friction: slow settlement windows, high transaction fees, and geographic restrictions. Stablecoin rails remove each of those barriers at once.

Transactions settle instantly, costs drop significantly, and access extends across borders without intermediaries. This is not an incremental upgrade to existing infrastructure — it is a structural replacement.

At MetaMask Builder Nights, speakers including SamElfa0 are breaking down how money is actually moving on-chain in the current moment.

As Yaba noted on X: “The question isn’t if stablecoins will power payments. It’s how fast the rest of the system catches up.” That framing reflects where the developer conversation now sits — past the proof-of-concept stage entirely.

Events like MetaMask Builder Nights point to a clear ecosystem alignment around real usage and on-chain capital flows.

Developer focus has shifted toward scaling what already works, rather than debating theoretical applications. The infrastructure is drawing serious builder attention for a concrete reason — it performs.

The Invisible Finance Layer Taking Shape

The most telling sign of stablecoin maturity is that users may soon stop noticing them altogether. People will pay, transfer, and settle without thinking about the underlying rails.

That kind of invisibility is the mark of mature infrastructure — the same way internet users do not think about TCP/IP when sending an email.

This shift toward invisible finance means crypto stops being an asset class people interact with consciously. Instead, it becomes the settlement layer beneath everyday financial activity. The user experience becomes the product, and stablecoins become the silent engine running underneath it.

Stablecoins reached this point by solving real problems for real users, not by waiting for regulatory clarity or institutional permission.

Volume grew organically because the product worked. That growth now forms the foundation of a payment layer with genuine global reach.

The financial system built on stablecoin rails is not arriving — it is already operating. The remaining work is integration, adoption, and scaling what has already proven itself in live market conditions.

The crypto market recap for May 3 centered on U.S. regulation, tokenized securities, venture funding and Bitcoin-focused corporate activity. 

Coinbase reported progress on a key crypto bill, while the NYSE moved closer to tokenized stock trading under a DTC pilot.

Coinbase says CLARITY Act deal clears key hurdle

Coinbase said Senate negotiators reached a compromise on a disputed stablecoin rewards provision tied to the CLARITY Act. The agreement could help the bill move toward a Senate markup after months of delay.

The dispute focused on whether crypto firms and stablecoin issuers can offer rewards to users. Banks argued that yield-like rewards could pull deposits away from lenders, while crypto firms said they need room to reward real platform use.

Coinbase Chief Policy Officer Faryar Shirzad said, “In the end, the banks were able to get more restrictions on rewards, but we protected what matters.” He said crypto platforms kept the ability to offer rewards based on real network and platform activity.

Meanwhile, the reported compromise was negotiated by Senators Thom Tillis and Angela Alsobrooks. The language would ban rewards that work like interest or yield on a bank deposit.

That gives banks part of what they wanted while leaving a path for crypto rewards tied to user activity. The bill’s next step depends on committee support, final rule details and wider political backing.

The SEC has also scheduled a May roundtable tied to the CLARITY Act and digital asset market structure. That meeting adds another policy event for crypto firms watching U.S. rules.

Founders Fund raises record $6B vehicle

Peter Thiel’s Founders Fund closed a new $6 billion fund, marking the largest raise in the firm’s history. The vehicle will focus mainly on late-stage startup investments.

About $4.5 billion came from limited partners, including sovereign wealth funds. Thiel, management and employees contributed the remaining $1.5 billion.

The fund places Founders Fund in a stronger position to compete for large private technology deals. It also shows that major venture firms can still attract capital for mature startups, even as many companies delay public listings.

NYSE files for tokenized securities trading

The New York Stock Exchange filed a proposed rule change with the SEC to allow tokenized versions of eligible securities to trade on its market. The plan would run under DTC’s three-year tokenization pilot.

Eligible tokenized securities must keep the same CUSIP, ticker, rights and privileges as their traditional versions. They would trade on the same order book and follow the same execution priority.

Clearing and settlement would remain through DTC on a T+1 basis. The NYSE also said it is “assessing various methods of tokenization” and may file more proposals if it chooses another structure.

Tether backs Bitcoin merger plan

Twenty One Capital shares rose after hours after Tether backed a merger plan involving Strike and Elektron Energy. The proposal would combine Bitcoin treasury exposure, payments and mining infrastructure.

Strike would add payments and financial services, while Elektron would add mining operations. Tether said the deal could bring together “Mallers’ product, brand, and consumer Bitcoin leadership” with Raphael Zagury’s operating and capital markets experience.

Key Takeaways

• Microsoft’s 2025 revenue climbed to $281.7B with 15% growth, while Azure surpassed $75B in annual revenue
• Google Services delivered a 41.9% operating margin in Q4 2025 under Alphabet
• Wall Street analysts rate Microsoft with 38 Buy recommendations and a consensus price target of $556.15
• Alphabet’s GOOGL attracts 53 analyst ratings with a mean price objective of $397.48
• Analysts generally view Microsoft as offering a more straightforward investment narrative

When evaluating leading technology stocks, Microsoft and Alphabet stand out as dominant forces shaping the cloud computing and artificial intelligence landscapes. However, their investment profiles present distinct characteristics for shareholders to consider.

Microsoft delivered impressive fiscal year 2025 performance, recording $281.7 billion in total revenue—a 15% year-over-year increase. The company’s operating income expanded 17% to reach $128.5 billion. Azure’s cloud platform achieved a significant milestone, generating over $75 billion in revenue with 34% growth.

Microsoft Corporation, MSFT

During its fiscal Q3 2026, Microsoft reported $82.9 billion in revenue, marking an 18% increase. The quarter yielded $38.4 billion in operating income and $31.8 billion in net income.

Microsoft’s competitive advantage lies in its tightly integrated ecosystem. Azure’s expansion drives complementary demand across Office 365, Teams, GitHub, and cybersecurity solutions. The company has successfully woven AI capabilities into existing revenue-generating enterprise products.

This integration creates clearer visibility for financial analysts projecting future performance. Unlike speculative AI investments, Microsoft’s artificial intelligence monetization is demonstrable and current.

Alphabet’s Competitive Position

Alphabet posted solid financial results as well. In Q4 2025, Google Services operating income jumped 22% to $40.1 billion, achieving an impressive 41.9% margin. The company’s search and advertising segments generated $63.1 billion during the quarter, reflecting 17% growth.

Alphabet Inc., GOOGL

By mid-2025, Google Cloud had established an annual revenue trajectory exceeding $50 billion. Company executives highlighted ongoing margin improvements alongside expanding customer adoption.

Alphabet’s diversified assets include YouTube, subscription services, and a robust cash-generation machine. The organization has integrated AI functionality throughout its Search ecosystem, deploying AI Overviews, AI Mode, and enhanced Lens capabilities.

The lingering question for investors centers on whether artificial intelligence will enhance Google’s core Search business long-term or potentially disrupt its traditional revenue model. Market participants are still awaiting definitive evidence.

Wall Street’s Perspective

Microsoft receives a Moderate Buy consensus rating from MarketBeat, supported by 38 Buy ratings, 1 Strong Buy, and 5 Hold recommendations. Analysts project a mean 12-month price target of $556.15.

Alphabet’s GOOGL shares attract coverage from 53 analysts with a consensus target of $397.48. The GOOG share class commands 29 buy ratings, 7 strong buy ratings, and 3 holds, with an average price objective of $362.73.

Both companies enjoy favorable Wall Street sentiment. Microsoft’s investment case appears more transparent, featuring extensive enterprise penetration and clearly accelerating cloud revenue.

Alphabet may attract investors seeking exposure to a more attractively priced tech giant with formidable Search and Cloud franchises, particularly those who believe AI-related concerns are exaggerated.

The fundamental difference: Microsoft has already embedded AI monetization throughout its commercial operations. Alphabet’s complete AI value proposition remains contingent on how its Search business adapts and evolves.

TLDR:

• Aster Chain reached 100 million blocks in under two months, driven by a 50-millisecond block production time. 
• Aster DEX has recorded over $4.49 trillion in total trading volume with 16 million registered users. 
• The network processes all transactions in a fast, private, and completely gas-free on-chain environment. 
• Staking is now live on Aster Chain, with on-chain governance and RWA perp expansion coming very soon. 

Aster Chain has reached 100 million blocks just two months after its Mainnet launch. The Layer 1 network, built exclusively for derivatives trading, operates at a block time of about 50 milliseconds.

That speed allows it to generate tens of thousands of blocks every hour. The milestone reflects strong real-world activity and growing overall adoption since the network first went live.

Speed and Infrastructure Behind the 100 Million Block Milestone

Aster Chain’s block production pace is among the fastest recorded on any Layer 1 network in operation today. At 50 milliseconds per block, the chain processes transactions at a rate that very few blockchain networks can match.

This level of throughput is validated by the 100 million blocks confirmed in under 60 days. Reaching that mark in such a short window shows that the network is handling genuine and consistent transaction load.

All transactions are processed on the network in a fast, private, and gas-free environment. This structure removes the friction typically found in high-frequency trading on most Layer 1 platforms.

Derivatives traders benefit directly from this model, as speed and cost matter most in their daily activity. The chain was built with those specific requirements in mind from the ground up.

A post by @davidbnb68 on X described the milestone and credited the chain’s architecture for enabling it. The post noted that the 100 million block count reflects extremely high block production speed and real-world activity.

It further identified Aster Chain as the core platform behind fast, private, and gas-free transaction processing. The post also pointed out that traders and ASTER holders are paying close attention to developments.

Aster DEX Growth and the Road Ahead for Token Holders

Aster DEX has surpassed 16 million users since launching on the Aster Chain network. Total trading volume on the platform has exceeded 4.49 trillion USD.

Open interest currently sits at approximately 2.1 billion USD. These metrics reflect a steady and active level of participation from traders across the market.

The platform’s gas-free and privacy-focused model has helped position it alongside top perpetual DEXs globally. Aster DEX routes all trades through Aster Chain, giving it a speed and cost advantage over platforms on slower networks. This setup has contributed to consistent volume growth in a relatively short period of time.

Staking is now live on the network, and on-chain governance features are expected to follow soon. The roadmap also covers smart-money tools and expansion into RWA and stock perpetual markets.

ASTER token holders now have an early chance to stake ahead of governance going live. These features are set to add more utility to the ecosystem for both active traders and long-term holders.

U.S. voters placed cryptocurrencies toward the bottom of a list of their highest priorities for the upcoming midterm election.

Just 1% of respondents said they ranked crypto as their top concern, according to a survey of 1,000 randomly selected registered U.S. voters, though other responses revealed a wider view of the technology as an important political issue.

The survey was conducted near the end of April by Public Opinion Strategies on CoinDesk’s behalf, as part of CoinDesk’s coverage of the 2026 U.S. midterm election. The survey was evenly split between Republican and Democrat respondents (41% of respondents identified with each party to some degree), with a credibility interval of plus or minus 3.53%.

Crypto won’t be on the ballot this year, but the industry still has a vested interest in who wins. The market structure bill, one of the most important pieces of legislation, is seen as the top priority for crypto. Though the bill known as the Clarity Act still has a path to becoming a law before the end of the year, it’s taken far more time than expected and still needs to clear a number of hurdles. Other bills, including expected tax reform legislation, will likely end up before Congress in the coming months. Ahead of the election, the crypto industry has dedicated hundreds of millions of dollars intended to support friendly candidates, after being the single largest donor industry in the 2024 election.

This article is part of a CoinDesk series on voters’ views for the 2026 midterm election.

As of press time, the most likely outcome of the 2026 election is that Democrats will become the majority party in the House of Representatives, while the Senate is more likely to remain dominated by Republicans. A generic question in POS’s poll for CoinDesk about whether voters would choose the Republican or Democrat candidate gave a slight edge to Democrats (44% to 41%); this +3 margin is roughly in line with a number of other polls, according to a tracker hosted by The New York Times.

Prediction market provider Kalshi has the Senate at an even split. But Democrats have a much tougher road to picking up a majority there, Cook Political Report said in April.

This poll also showed U.S. President Donald Trump with a net negative approval rating, with 40% of respondents saying they somewhat or strongly approved of his performance, while 60% disapproved.

And unsurprisingly, respondents said the cost of living (36%), jobs and the economy (13%), and Social Security and Medicare (11%) were their single most important issues. Other issues, such as immigration and border security, healthcare, national security, government spending and more, all saw single-digit percentage responses. Crypto ranked at the bottom, largely among voters leaning toward the Republican Party. Artificial intelligence came in just a smidge higher, with 2% of respondents calling it their single most important issue.

Views on crypto

Crypto itself does not enjoy a favorable image among the survey respondents. While participants who leaned toward the GOP had a slightly more favorable view of cryptocurrency than unfavorable (41% to 39%), base GOP (33% to 39%), independents (27% to 48%), Dem-leaning voters (26% to 54%) and base Dems (25% to 58%) all had a more unfavorable view.

Just over a quarter of participants (27%) said they had invested, traded or used a cryptocurrency, while another 27% said they haven’t but might one day. Of those who had invested, 2% currently have over $10,000 worth of digital assets, 9% said they owned between $1,001 and $10,000 and 12% said they had $1,000 or less in crypto.

In terms of the November election, 49% of participants who said they were “much more interested” in this year’s election than in the 2022 election said they owned $1,000 or more worth of crypto.

According to the data, 47% of respondents said Republicans were more supportive of cryptocurrencies, compared to just 14% who said the same about Democrats. These figures don’t necessarily indicate whether respondents saw that as a good thing, however. Interestingly, Democrats maintained a slight edge in voter trust in crypto, with 27% of respondents saying they trusted the party, compared with 25% who said they trusted Republicans more. A greater proportion of respondents — 40% — said they didn’t trust either party.

Roughly 40% of respondents also said they would be more likely to vote for a candidate who shared their views on crypto, though the survey did not ask whether this was tied to positive or negative views of crypto.

Crypto also had lower favorability (30%) than Republicans (39%) or Democrats (43%). Meanwhile, DeFi — also known as finance on the blockchain — had 17% of respondents saying they had a favorable view, though only 60% of respondents overall said they’d even heard of it.

Artificial intelligence had rosier numbers — 46% of respondents had a favorable view, while 45% had an unfavorable view.

Despite all that — and in somewhat of a contradiction to not flagging crypto as their top issue — when asked directly how important crypto was for the 2026 election, 3% of respondents said it was the “single most” important issue, and a further 22% said it was an important issue. That represents a much higher awareness of digital assets than voters had several years ago.

CoinDesk will release data from this survey on Tuesday at Consensus Miami.

Cryptocurrency began in part as an answer to the missteps and abuses of banks during the 2008 financial crisis, but despite existing almost two decades and capturing wide attention, the public hasn’t been sold on that point and still favors the traditional financial system for their financial access, according to new polling commissioned by CoinDesk.

When asked which they trusted more between banks and crypto when it came to financial inclusion, 65% of respondents to an online survey said banks and only 5% favored crypto. Though slightly more than half (52%) agree that the movement is more than a passing fad, 60% think crypto will be a mostly negative force in the economy.

That’s according to 1,000 randomly selected U.S. voters surveyed last week by research firm Public Opinion Strategies. The survey is meant to get a snapshot of public sentiment as crypto and artificial intelligence issues wind their way through Congress, federal regulators and the political campaigns that are steaming toward this year’s congressional midterm elections.

This article is part of a CoinDesk series on voters’ views for the 2026 midterm election.

The sense that banks are safer than crypto comes at a delicate time for the industry, when its lobbyists have been fighting with the bank industry over the crypto sector’s most important policy hope: the Senate’s Digital Asset Market Clarity Act. Banks have argued that stablecoin rewards could compete directly with their own interest-bearing deposit accounts and threaten a migration that could strangle U.S. lending. So far, their argument stalled the Clarity Act for months, though the latest signs suggest the bill may start moving again in the coming days.

Despite some public distrust, crypto has come a long way in a short time to insert itself into the financial life and culture of the U.S. About one in four people say they’ve invested in crypto (27%), though most of them got in at least a few years ago and only 2% say they have more than $10,000 in digital assets.

Whatever information the public is consuming about the industry doesn’t seem to be helping lift their view, with more than half (53%) getting a less favorable impression of the industry in recent news coverage. When they think about crypto, those who like it gravitate most toward the concept of its profitability while those who distrust it focus on the scams associated with the sector.

About 46% of people don’t have anything to do with crypto and say they don’t want to, though that leaves 27% who haven’t yet invested and say they might be open to it. The negative views are most likely to be held by people older than 45, with a sharp rise in distrust the older they get. Males, Republicans and minority groups share the most consistent affinity for crypto, according to the data.

The AI question

Like crypto, AI also gets a heap of distrust from older respondents, though younger people’s views are pretty mixed.

Overall, 55% think the risks of AI technology outweigh its benefits. But the younger demographics, males and Republicans are all a bit more likely to support the advances, as they do in digital assets. And owners of crypto are also much more likely to support the benefits of AI, with 64% saying its pursuit is worth the risks.

While the corporate U.S. has embraced the use of AI in almost all aspects of their business, the new data on public perceptions reveals the negative perception gap that emerging technologies may need to overcome for mass acceptance. The crypto industry has pinned hopes on its eventual inclusion in the U.S. system of financial regulation to lend it wider acceptance and give more comfort to holdouts who worry about its oversight. But that process depends on a sharply divided Congress and the sedate timeline of federal regulators like the Securities and Exchange Commission.

Still, key regulators appointed by crypto-cheering President Donald Trump have pledged to move as quickly as possible to bring digital assets into the mainstream. And key senators have suggested the Clarity Act will finally get the hearing it needs in May, keeping it potentially viable for 2026 passage.

CoinDesk will release data from this survey on Tuesday at Consensus Miami.

The New York Stock Exchange has filed a rule change with the U.S. Securities and Exchange Commission to allow tokenized versions of eligible securities to trade on its market. 

The filing adds to a wider push by major exchanges to bring blockchain-based settlement into regulated market systems.

The SEC notice shows that NYSE filed the proposed rule change on April 9. The filing would adopt Rule 7.50 and amend several exchange rules to allow securities to trade in tokenized form during a Depository Trust Company pilot program.

The DTC pilot would run for three years under a December 2025 SEC staff no-action letter. The SEC issued the NYSE notice on April 17, and public comments are due by May 13.

Tokenized shares would keep the same rights

Under the proposal, tokenized securities must remain equal to their traditional versions. They must share the same CUSIP number, ticker, rights, and privileges as the regular security.

The exchange said tokenized securities would trade on the same order book and follow the same execution priority rules. The filing states that a tokenized security must give holders the same rights to dividends, voting, and residual assets as the traditional share.

Moreover, the NYSE proposal does not create a separate crypto-style venue for stock trading. Instead, eligible members would enter orders through the exchange and choose instructions for DTC to clear and settle the trade in tokenized form.

The filing says tokenized securities can trade within the current national market system. NYSE also said it is “assessing various methods of tokenization” and would file new proposals if it chooses another method outside the DTC approach.

Broader tokenization push reaches SEC

NYSE’s filing follows similar movement from Nasdaq, which recently amended its rules to allow tokenized securities trading during the DTC pilot. The NYSE filing says its proposal is based on Nasdaq’s approved rule structure.

A separate NYSE Arca filing also drew attention in crypto markets after naming XRP, Bitcoin, Ethereum, and Solana as assets that could qualify under proposed commodity trust listing standards. Crypto.news reported that the XRP filing does not formally classify XRP as a commodity under federal law.

The two filings point to growing interest in tokenization across both traditional securities and crypto-linked products. However, the NYSE tokenized securities rule focuses on regulated equities and exchange-traded products, not new digital tokens.

Most voters in the U.S. aren’t comfortable with President Donald Trump’s hand on the wheel of crypto industry oversight, with 62% saying they don’t trust his administration on that point, according to a survey commissioned by CoinDesk.

After the previous administration’s heavy hand on crypto, Trump’s promise to make the U.S. the “crypto capital of the world” reignited hopes in the sector. The president has deployed his White House to pave a wide road toward friendly crypto regulation. His administration named a high-profile crypto czar, issued executive orders to map out an industry agenda, named regulators who vowed to support friendly new rules and shepherded legislation to create the first major U.S. crypto law.

However, the polling trend seems to show that Trump’s broader political popularity beyond crypto has steadily waned, and his approval rating among U.S. voters is sinking, with this latest polling putting it at 40%.

This article is part of a CoinDesk series on voters’ views for the 2026 midterm election.

Almost half of the respondents (45%) are also aware that the president and his family have built a profitable personal stake in the crypto industry, which includes partial ownership and control of World Liberty Financial and other digital assets interests. The poll revealed that 73% of the public opposes its senior government officials — without identifying any in particular — having personal business dealings in the industry.

While Republicans are the most flexible on that point, a strong majority of 59% of GOP voters also can’t stomach those kinds of ties.

However, most people don’t know the extent of Trump’s financial involvement, with only 17% of those polled being aware that he and his sons backed the launch of World Liberty. Though the Trumps have many irons in crypto fires, World Liberty has drawn special attention for a number of potential conflicts and controversies.

The online survey conducted last week was split evenly between voters who supported Trump and Democrat Kamala Harris in the last presidential election, so a large majority of respondents doubting his administration’s crypto capabilities would seem to demonstrate a shift since 2024 in the sentiment of some of Trump’s voters.

The White House didn’t respond to requests for comment, but a spokesman for World Liberty responded to the polling data with a statement that Trump “pledged to make the United States the crypto capital of the world, and World Liberty wholeheartedly supports this vision.”

“The president has continually delivered on his promise to ensure that one of the most important technological breakthroughs of the century develops and thrives in America,” the company spokesman said.

Apart from people’s thoughts on Trump and government officials’ involvement in crypto, the survey of 1,000 registered voters performed by research firm Public Opinion Strategies delved into perceptions of crypto and the voters’ intentions in this year’s elections, revealing that most retain a distrust — or at best an uncertainty — about cryptocurrencies and their place in the economy and politics. The snapshot of public opinion carries a “credibility interval” of about 3.5%, representing the statistical uncertainty of the survey’s results.

The crypto industry has had a delicate relationship with the president, rejoicing at his regulatory appointments and policy choices, but having to quietly weather his own business involvement in the sector, which brought a host of challenges in lobbying for crypto legislation. The crypto world’s biggest aim in Washington is to get a new law that formalizes U.S. regulation of the industry, but Trump’s political opponents argue it benefits his own interests. The current effort is known as the Digital Asset Market Clarity Act, and while Trump’s White House has been one of its major boosters, his own crypto ties may get in the way.

The Clarity Act has already passed the U.S. House of Representatives and remains a few steps away in the Senate, but one of the last sticking points is a Democratic request that it should include a ban on the kind of personal crypto ties that CoinDesk’s poll revealed most people oppose. The provision to halt senior officials from crypto interests clearly had Trump in mind when the lawmakers called for it, and the bipartisan talks over its potential form have stretched across months and have included back-and-forth exchanges of language ideas in recent days.

In previous attempts, White House officials have said they won’t stand for a bill that targets the president or his family members. It’s unclear how the final version will avoid affecting Trump while also living up to Democrats’ expectations that it prevents government conflicts of interest.

The bill will need plenty of Democrats if it’s expected to eventually win the 60 votes typically required for legislation to get Senate approval.

Last weekend, President Trump spoke at an event for a few hundred of the top investors in his self-branded memecoin $TRUMP. There, he assured the crowd that the U.S. is the “leader in crypto.” He also told them the assets have “become mainstream.”

According to the CoinDesk survey, the industry has only become a regular part of the lives of a small segment of the population — not quite mainstream. And most haven’t embraced the industry’s most important political booster, Trump, as an industry watchdog they’re ready to trust.

CoinDesk will release data from this survey on Tuesday at Consensus Miami.

Quick Summary

• AMD releases quarterly results Tuesday with emphasis on AI accelerator sales and data-center performance
• Apple exceeded Q2 projections and authorized $100 billion in stock repurchases, testing ability to maintain momentum
• Broadcom continues as leading AI infrastructure investment linked to specialized chips and data-center expansion
• Disney announces results Wednesday with attention on streaming profitability and theme park revenue
• Roblox reduced full-year bookings guidance following safety implementations that impacted user engagement and daily active user counts

The coming days feature an intensive lineup of corporate earnings and market-moving events. Five companies emerge as particularly significant for investor focus: AMD, Apple, Broadcom, Disney, and Roblox.

Advanced Micro Devices

AMD releases quarterly financial results following Tuesday’s closing bell on May 5. Management projected approximately $9.8 billion in first-quarter revenue, representing substantial annual growth.

Advanced Micro Devices, Inc., AMD

Market participants seek evidence of momentum in artificial intelligence processors and data-center sales. Scrutiny will also focus on profit margins and competitive positioning against Nvidia in the GPU accelerator space.

The share price faces potential volatility depending on outcomes. Robust AI chip projections would bolster optimistic scenarios. Disappointing commentary regarding demand trends or margin pressure would likely trigger selling.

Apple

Apple has already disclosed second fiscal quarter performance. The technology leader delivered $111.18 billion in revenue alongside $2.01 per share in earnings, surpassing Wall Street expectations.

Apple Inc., AAPL

Management greenlit $100 billion for stock repurchases. iPhone and Mac sales exceeded forecasts, alleviating worries about growth deceleration.

This week’s question centers on whether the stock can preserve its post-announcement rally as the market weighs future trajectory.

Broadcom

Broadcom has established itself among the market’s favored AI infrastructure investments. The company maintains significant exposure to application-specific integrated circuits, networking equipment, and data-center infrastructure.

Investors monitor the stock as an indicator for overall AI capital expenditure patterns, alongside Nvidia and AMD. The firm occupies a strategic position in demonstrating that AI investment translates into tangible revenue growth.

Consumer-Focused Companies Under Scrutiny

Disney

Disney unveils second fiscal quarter performance on Wednesday, May 6. Critical metrics include streaming segment profitability, theme park attendance trends, and advertising income.

Parks data will reveal whether discretionary spending on entertainment experiences remains healthy. Streaming margins will indicate success of operational efficiency initiatives and pricing adjustments.

Share price reaction could swing significantly based on reported figures.

Roblox

Roblox lowered its annual bookings projection after implementing enhanced safety protocols and age-verification systems that constrained user expansion. Daily active user metrics also fell short of analyst estimates.

Stock value plummeted following the announcement, as reported by Reuters. The gaming platform prioritizes protecting younger audiences, but these protective measures create obstacles that diminish user engagement.

Market observers await signals of stabilization following this week’s sharp decline.

Concluding Analysis

These five equities encapsulate dominant market narratives presently shaping investor decisions. AMD and Broadcom represent the AI hardware revolution. Apple exemplifies large-capitalization reliability and shareholder capital allocation.

Disney reflects consumer discretionary strength and entertainment industry economics. Roblox illustrates the tension when platforms emphasize user protection over immediate revenue optimization.

Roblox equity experienced substantial decline after management reduced annual bookings expectations, with Reuters documenting the selloff triggered by disappointing daily active user performance.