0xSecondThought

CryptoWorld News: The ETH short position on the pension-USDT.ETH address has decreased by 2,153.34 ETH, which is approximately $4.3225 million at the current coin price. The total holdings of this address amount to $72.6025 million, with an average price of $1,874.97, and a current profit and loss of $17.1089 million (+70.70%). The current coin price is $1,517.39, and the liquidation price is $2,585.04. This whale frequently profits through swing trading, with total gains exceeding $20 million since October.

CoinWorld News, a certain BTC OG whale's ZEC short position unrealized profit has narrowed to approximately $14.37 million (+199.35%), with the current price at $376.37, liquidation price at $821.05, and position size at $21.63M.
This whale once held over 50k BTC, and after 8 years of silence, gradually rotated some BTC into ETH.
Its operations are highly synchronized with Trump's remarks and US policy trends, having previously shorted before the "10.11" crash to make nearly $100 million in profit, drawing market attention.

According to a report from Crypto World, Wu Shuo learned that Miles Jennings, a16z’s head of crypto policy, said that a16z has submitted comments to the U.S. Treasury Department on the proposed rules for the Genius Act, urging that state-level stablecoin regulatory regimes be aligned with the federal framework. a16z said that for stablecoins to be used for payments, they must be interchangeable; therefore, core rules regarding reserves, redemptions, capital, liquidity, and risk management should not vary from state to state. At the same time, definitions such as “payment stablecoins” and “digital asset service providers” should apply consistently to avoid state regulators reinterpreting the relevant terms. a16z also suggested clarifying rules for operating across state lines, so that compliant state-level stablecoin issuers can serve the nationwide market under a clearer framework.

ME News: On May 16 (UTC+8), according to Lookonchain monitoring, an Ethereum OG bought ETH when the market dipped. This address received 11,005 ETH from ShapeShift 10 years ago at a unit price of $3.46. More than a year ago, the address sold the above ETH for $2,777, receiving 30.56 million USDC and making a profit of $30.50 million, with a return of 803.

Swedish prosecutors said that an anonymous X account (with 200k followers) disclosed in advance that Sivers Semiconductors would go public in the U.S. About 48 hours later, the company issued a statement confirming the information, and the stock price surged briefly. They urged Nasdaq to investigate and claimed that information was leaked and the market was abused. The new-share wizard Serenity has repeatedly expressed a bullish view on SIVE, saying it is attractive; it announced that it would not sell and predicted its market value could jump from $2.1 billion to more than $80 billion, making it the next LITE.

U.S. core PCE rose to 3.3% in April, reaching the highest level since November 2023, with Federal Reserve officials hinting at increased likelihood of rate hikes. Goldman Sachs warns that inflation is the biggest risk, and the market is re-pricing rate hikes again. AI investment is forming a new liquidity black hole, weakening the impact of interest rates on demand, and inflation stickiness is rising. Tensions in the Middle East combined with rising energy prices, and global central banks face the same dilemma. The crypto market tests global liquidity under high interest rates, and the future depends on energy, AI, and geopolitical developments.

At the Shenzhen Stock Exchange 2026 Global Investors Conference, Shen Li pointed out that he remains optimistic about China's asset allocation in the long term: AI + technology will become the medium- to long-term growth drivers, with China's AI investments reaching nearly 900 billion yuan in 2026, an increase of about 20%; China leads in manufacturing of new energy vehicles, batteries, photovoltaics, and AI hardware, with export shares possibly reaching 16.5% by 2030; MSCI China PE is about 12 times, below the emerging market average, making it suitable for diversified investment.

French AI company Mistral responds to Pope Francis's criticism of using AI for military purposes, stating that military applications help protect civilians and reduce casualties, and that AI will strictly adhere to international humanitarian law, while questioning the Pope's understanding of technological neutrality. This issue highlights the ethical controversy of AI militarization, which is expected to continue heating up worldwide, making Mistral, as a leading European company, highly scrutinized.

ME News Report, May 16 (UTC+8), Bhutan's Sovereign Wealth Fund (DHI) denied rumors of a large-scale Bitcoin sell-off. According to reports, Arkham data shows that over the past year, related wallets have seen more than $1 billion worth of Bitcoin flow out. DHI CEO Ujjwal Deep Dahal stated that he does not recall any recent Bitcoin sales. A source close to the related trading company also said that no sales have occurred recently. (Source: MLion)

Wu Shuo learned that, according to the notice issued by the State Council on the "15th Five-Year Plan" for urban renewal, the goal is to enhance urban governance capabilities, promote comprehensive digital transformation of cities, build a City Information Model (CIM) foundational platform, and create an integrated, unified, data-fused, and efficiently coordinated urban digital infrastructure. Improve the CIM basic database and standard system, enrich and expand the application scenarios of "CIM+" in urban renewal. Promote coding of buildings and municipal facilities, and establish a national basic information database for housing construction and municipal facilities. Drive blockchain-enabled housing transactions, property registration, and other services. Improve the three-tiered city operation management service platform system at the national, provincial, and city levels, and promote "one-network unified management" of city operations.

VanEck's VBILL tokenized U.S. Treasury bond fund issued through Securitize is now live on the DeFi lending platform Euler, allowing investors to tokenize government bonds as on-chain collateral for borrowing while complying with regulatory restrictions. The Euler platform has an asset size of over $320 million, has transitioned to institutional business, and integrated Securitize's DS protocol, with trading and pricing data provided by RedStone oracle.

CryptoWorld News reports that, according to data, since the liquidity crisis in AAVE caused by the rseth security incident in mid-April, the WETH liquidity in the core AAVE V3 markets has returned to normal and has surpassed pre-incident levels, once again becoming the deepest WETH liquidity pool in the DeFi space.