📊 Daily Crypto Briefing

May 4, 2026 | crypto-intel.pages.dev

🎯 Key Highlights

Strategy Pauses Bitcoin Buying

Saylor signals "No buys this week" ahead of Q1 earnings — Wall Street expects $18.98/share loss

BTC Targets $79K

Bitcoin approaches highest weekly close since January; April +11.87% = best month in 12 months

Iran Crypto Exchange Exposed

Reuters: Nobitex (Iran's largest exchange) tied to Kharrazi family with supreme leader connections

NY AG Settles Uphold Case

$5M settlement over CredEarn fraud — product marketed as safe savings, returns from Chinese gamers

ETH Foundation Sells More

Another 10K ETH sold to BitMine; total 17K+ unstaked recently

💹 Market Data

BTC Price
$78,900 - $79,000
ETH Price
$2,330 - $2,334
Strategy Holdings
818,334 BTC (avg $77,906)

💡 Investment Recommendations

Short-term: Watch $78,670 weekly close level; ETF flows critical without Strategy support
Medium-term: May seasonality historically +7.78%; defense tech remains top theme
Long-term: BTC cycle thesis intact; 4-month losing streak broken = sentiment shift

⚠️ Risks

Strategy Q1 loss could remove key BTC bid support
US-Iran military escalation if peace talks collapse
ETH Foundation selling pressure if total exceeds 20K