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AIMPACT reports that the AI wave is triggering wealth polarization and psychological fragmentation in the San Francisco Bay Area. Over the past five years, approximately 10k core employees and founders from companies like OpenAI, Anthropic, xAI, and NVIDIA have accumulated wealth exceeding $20 million, making the career prospects for traditional software engineers increasingly bleak. Four types of mindset shifts have emerged in Silicon Valley: promotion pathways failing, young people feeling career nihilism, middle managers becoming paralyzed, and the ultra-wealthy losing their sense of purpose. Das believes that the anxiety over the AI gold rush is tormenting industry practitioners, driving more people to develop AI products that can generate wealth.

June 2, Samsung and SK Hynix continue to be optimistic. Barclays raised SK Hynix's Frankfurt listing target price to 2,300 euros, and Samsung's London listing target price to 730,000 pence. Driven by AI-powered high-bandwidth memory and storage chip demand explosion, both have recently strengthened. SK Hynix has increased over 260% this year, with a market capitalization surpassing $1 trillion by the end of May; Samsung Electronics has increased over 200%, and its market cap has also hit a new high.

ME News Message: May 17 (UTC+8). On May 15 local time, according to the U.S. Department of State, the ceasefire agreement between Israel and Lebanon will be extended by 45 days to allow time for subsequent negotiations and progress. The U.S. Department of State will reconvene political negotiations on June 2 and June 3. (Source: Jinshi)

Market data as of June 1 shows that U.S. stock night session software stocks continued to strengthen, with ServiceNow rising over 10%, MSFT, PLTR, and CRM up more than 3%; cloud computing sector gained, with NBIS and ORCL up over 5%; Arm increased about 8%, with a year-to-date increase of over 220%; IBM rose about 11%, after a nearly 13% surge the previous day; Virgin Galactic rose over 13%.

At the "From Appreciation to Configuration" forum, Professor You Yang pointed out that general large models often hallucinate in jewelry appraisal, potentially mislabeling non-Cartier as Cartier, and overestimating resale prices far above actual market values, making them unusable for real transactions. The specialized small models he demonstrated are based on global auction, second-hand platform, and wholesale data, achieving precise identification, real-time price comparison, and dynamic interval valuation. Blockchain empowerment can generate on-chain digital certificates, supporting fractional issuance and secondary trading. As a result, non-standard assets are moving from niche circles toward investable and tradable digital financial products.

ME News Report, May 16 (UTC+8), according to CoinMarketCap market data, ETH drops below $2200, currently priced at $2194.8, a 24-hour decrease of 1.3%. (Source: CoinMarketCap)

ME News Report, May 16 (UTC+8), according to CoinMarketCap market data, ETH dropped below $2200, currently priced at $2194.8, a 24-hour decrease of 1.3%. (Source: CoinMarketCap)

CryptoWorld News: HYPE long positions' unrealized profit has narrowed to $30,589,245.43 (+182.16%), current token price is $60.84, liquidation price is $49.09, and the position size is $83,963,175.48. This address heavily went long before HYPE was listed on Robinhood and is now the largest HYPE long holder, having previously suffered significant unrealized losses.

Mars Finance News: On May 28, U.S. Treasury Secretary Bessent said he has warned companies and countries not to pay Iran toll fees. He will cut off Iran’s airlines’ access to landing sites and services such as fuel, and will also limit Iran’s airlines’ authority to sell tickets. Regarding Iran, good negotiations will end this vicious cycle. The U.S. Department of the Treasury continues its economic crackdown on the Iranian regime. Sanctions have been imposed on the Iran Strait of Hormuz Authority.

CryptoWorld News reports that analysts point out that oil prices are regaining upward momentum. After the United States launched strikes on Iranian ships and missile launch facilities, crude oil futures have rebounded from yesterday's sharp decline. Although related negotiations are still ongoing, Iran has issued threats of retaliation. Peter Cardillo of Spartan Capital stated in a research report: "We see oil prices regaining upward momentum. While some ships continue to pass through the Strait of Hormuz, transporting millions of barrels of crude oil to their destinations, the ongoing war of words over a potential peace agreement is delaying the prospects of a swift resolution to the conflict."

Crypto World News reports that the U.S. Commodity Futures Trading Commission (CFTC) has filed a request with the federal court to revoke the settlement agreement with the cryptocurrency exchange Gemini, citing that the agreement is no longer considered fair. The CFTC stated that the previous settlement failed to properly address its staff's claims regarding misleading statements made by Gemini. In January 2025, Gemini agreed to resolve an enforcement action initiated in 2017 with a $5 million fine and other requirements. If the Southern District of New York court approves the request, other provisions of the agreement will be canceled, including the ban on Gemini making false or misleading statements to the commission. Since the Trump administration took office, the CFTC has significantly changed its relationship with the crypto industry.

Coin World News reports that Minneapolis Federal Reserve President Kashkari said on Wednesday that the Federal Reserve must focus on containing the mounting inflation risks, but it is currently "far from" the point of predicting the next interest rate adjustment. He pointed out that the "inflation shockwave" triggered by the Middle East war may persist, and this concern is gradually reflected in the bond market. When discussing the impact of the Middle East war on the U.S. economy, Kashkari stated that compared to the risk of deterioration in the labor market, the inflation risk seems greater at the moment, but he also emphasized that the Federal Reserve "must pay attention to both." He previously supported the Fed's decision to keep interest rates unchanged in April but opposed continuing to retain dovish forward guidance, believing that the Fed should adopt a "neutral guidance," meaning future interest rates depend on subsequent data performance.

In May, domestic AI venture capital showed a Matthew effect, with funds rapidly concentrating on leading companies. The Dark Side of the Moon completed a new round of financing of approximately $2 billion, with a post-investment valuation exceeding $20 billion, and total financing surpassing 37.6 billion yuan, making it one of the largest single-round private placements in the large model field. Investment and financing are active in the embodied intelligence sector, with companies like Feijie Kesi and Mou Shen Intelligent securing billion-yuan-level funding. Projects such as Vitas Power and Luming Robots also completed large-scale transactions successively, and industry enthusiasm continues to rise.