2026-05-05：Institutional Capital Overpowers On-Chain Stagnation as Geopolitical Tensions Recede

Bitcoin is back above eighty-one thousand, but the strangest clue in this rally is not the price, it is the silence underneath it. Active wallets are sitting at a two-year low while ETF inflows, short covering, and institutional custody quietly overpower the old on-chain signals. Meanwhile, Aave is losing billions in TVL as a legal fight over frozen Ethereum tests the future of DeFi recovery, yet the chart refuses to break. Solana gets a major vote of confidence from Western Union's regulated stablecoin launch, while SXT faces a token unlock equal to more than twenty-three percent of circulating supply. And then there is the AI agent drained by a hidden prompt in a tweet. Full report: https://deepmarket.report/en/report/crypto/2026-05-05