CoinMy Research Institute · Web3 Weekly

Issue #005 | May 25 to May 31, 2026

Insights Across the Crypto Market

1. Three Takeaways of the Week

1. Iran talks broke down again, oil and yields spiked. Iran halted negotiations with the US, claimed an attack on a US container ship, and the Hezbollah-Israel ceasefire shook. WTI settled +5.49% at $92.16, Brent +4.24% at $94.98. Bond yields jumped in tandem. The “risk on” trade of last week reversed inside 48 hours.
2. Anthropic confidentially filed for an IPO at a near $1 trillion valuation. Last raise (late May) was $65B at a $965B post-money. This is the largest AI listing in motion to date, ahead of OpenAI in the race to public markets. AI is graduating from venture-funded story to public market thesis.
3. Citi projects the tokenized asset market to grow from $17B to $5.5 trillion by 2030. That is 320x in less than five years. Stellar was tapped by DTCC as a first integration partner. The institutional tokenization thesis stopped being speculative this week; it became a base case in the largest banks’ published projections.

2. Market Pulse

Key takeaway: Macro went risk off, but the structural crypto thesis kept compounding underneath. Last week’s oil drop has fully reversed. The Anthropic filing and Citi’s projection are the two most important institutional signals of the week.

3. Sector Rotation

1) RWA & Tokenization (Lead, fourth week) — Citi projects tokenized asset market from $17B to $5.5T by 2030. A top three global bank publicly anchoring a 320x growth forecast is the cleanest possible validation. — Stellar tapped by DTCC as first integration partner for clearing infrastructure. — Injective continues building RWA rails for the projected wave. — Read: When a tier one US bank prints a 320x forecast, the sector is no longer a niche. It is a planned roadmap inside institutional balance sheets.

2) AI x Crypto (Strong) — Anthropic IPO filing at near $1T pulls AI into the public market spotlight, with downstream effects for decentralized compute narratives (Render, Bittensor). — Render Network adds Dropbox, Google Drive, and Amazon S3 cloud storage integrations. — a16z published GENIUS Act state-level regulatory alignment principles. — Read: AI as a category is being repriced. Decentralized compute and AI agent tokens are the cleanest crypto expressions.

3) BTC & ETF (Steady) — $3B BTC ETF outflows characterized by Bloomberg’s Balchunas as “noise.” — HYPE highlighted as the standout new ETF entrant. — Read: BTC structural bid intact. ETF flow noise should not be mistaken for thesis change.

4) Stablecoins & Payments (Steady) — Continued global stablecoin payment expansion. — GENIUS Act state-level alignment work moving forward. — Read: The compounder keeps compounding.

5) DeFi (Selective) — No major fresh catalysts this week. — Read: DeFi remains in a regulated vs permissionless split. Waiting for the next narrative pulse.

4. Policy Watch

• United States: a16z released GENIUS Act state-level regulatory alignment principles. Powell warned the Fed is undergoing a “stress test” on independence. New Fed Chair’s first press conference scheduled this week.
• Iran / Middle East: Iran halted talks with US over Israel actions. Qods Force commander warned operations in Lebanon and Gaza would extend resistance traffic to both Bab El Mandeb and Hormuz. Israel-Hezbollah ceasefire shaky after Beirut strike threats.
• Listings: Bithumb added Solstice (SLX) Korean market. HTX listed Citrea (CTR) earlier in the week.
• Korea / Asia: xstocksFi continued mapping tokenized equity expansion into HK, Korea, Japan markets.

5. Risk & Security

• Iran talks halt is the dominant risk event. Iran suspended negotiations and claimed an attack on a US container ship. WTI and Brent both rallied ~5% on the day. JetBlue stock tanked on fuel cost expectations. JPM and other macro desks now publicly modeling a sustained Hormuz closure scenario.
• What to watch:
• Crypto correlations to oil are tightening on the upside this time.
• Stablecoin flow into Treasury-backed issuers benefits if yields stay elevated.
• Bridge protocols and large multisig custody arrangements continue to be the standing structural risk in DeFi, particularly when macro volatility expands.
• Institutional signal: Anthropic’s IPO filing at near $1T valuation is a structural milestone for AI as an asset class. Expect public market AI exposure to start affecting crypto AI token correlations more directly.

6. KOL Sentiment

Eric Balchunas (@EricBalchunas) on Public Keys at NYSE: “$3B in BTC ETF outflows is just noise. HYPE is the new Hansel from Zoolander of crypto ETFs.”

Citi Research: “Tokenized asset market projected to grow from $17B today to $5.5 trillion by 2030.”

Denelle Dixon (@DenelleDixon), Stellar Development Foundation CEO: “DTCC tapping Stellar as first integration partner moves the conversation from pilot to production.”

Jerome Powell: “The Fed is undergoing a stress test on its independence.”

Iran Qods Force commander Qaani: “Israeli operations in Lebanon and Gaza will lead the resistance axis to equate the traffic situation of Bab El Mandeb with the Strait of Hormuz.”

7. CoinMy Spotlight

• Platform: CoinMy continues its compliance-first build, aligned with the institutional rails Citi and DTCC are formalizing. The 320x tokenization forecast and Stellar / DTCC partnership both validate the “regulated rails get the institutional flow” thesis we have been publishing for five consecutive weeks.
• Product: Copy Trading is live with lead trader applications open. Capital-Protected Copy Trading is in development. CoinAI continues to refine its market interpretation and trader rating layer.
• Events: CoinMy attends Proof of Talk 2026 at The Louvre Palace in Paris on June 2 and 3. Find our team on the main floor.
• Research: This is Issue #005 of CoinMy Web3 Weekly. Published every Monday.
• Channels: Website / X (@CoinMyX) / Telegram / Discord / Medium / Instagram / Facebook.

8. Week Ahead (June 1 to June 7)

DateEventAffectedJun 2 to 3CoinMy at Proof of Talk 2026, The Louvre Palace, ParisCoinMy / institutional partnershipsJun 4New Fed Chair’s first press conferenceUSD / yields / risk assetsJun 5US Treasury auctions, ISM ServicesUSD / 10yJun 6US Nonfarm Payrolls (NFP)USD / BTC / yieldsAll weekIran talks watch, Hormuz status, Israel-Hezbollah ceasefireOil / safe havens / BTCAll weekAnthropic IPO roadshow read-throughAI sector / decentralized compute tokensAll weekSpaceX Nasdaq listing watchRisk appetite

Disclaimer

This report is published by CoinMy Research Institute for informational purposes only and does not constitute investment advice. Crypto assets are highly volatile; trade at your own risk.

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