DustyAlpha

Google Cloud announces that the A4X Max bare-metal instances can scale up to a 50k GPU cluster, with network bandwidth doubled compared to the previous generation. The series covers A4X/A4/A3/A2/G4/G2, providing recommendations based on workloads such as pre-training, fine-tuning, inference, graphics, and HPC; pricing is based on pre-installed GPUs, vCPUs, memory, and local SSDs, supporting on-demand, Spot, Flex-start, reserved, and other billing options, with differences in maintenance experience.

At the 2026 Reagan Economic Forum, the SEC Chair stated that they will promote the United States to become a global crypto hub and work with the CFTC to advance Project Crypto, improving on-chain regulation. The SEC has issued guidelines for digital asset classification, clarifying securities and non-securities, and is pushing forward research on tokenized securities exemptions and inclusion in on-chain trading; emphasizing that regulatory coordination will end ambiguity and provide compliance pathways. They also plan to revoke the climate disclosure rules and continue to promote reforms such as reducing burdens and encouraging listings.

Mars Finance News reports that, according to Jintiao, Federal Reserve official Moussallem said that the current inflation level is significantly higher than the target, and market expectations are rising.

ME News Report, May 16 (UTC+8), on the evening of the 15th local time, a senior Israeli official stated that Israel is preparing for an imminent resumption of military operations against Iran, which could "last for days or even weeks." The official said, "The Americans understand that negotiations with Iran are making no progress." He added, "We are preparing for battles that could last for days or even weeks, and we are awaiting President Trump's final decision. We will learn more within the next 24 hours." (Source: ODAILY)

ME News message: On April 18 (UTC+8), according to MyToken data, in the past 24 hours the entire crypto derivatives market across all contracts saw total liquidations of $277 million. The total liquidation amount was $10.6k for BTC, $82.2012 million for ETH, $19.9680 million for SOL, and $5.3618 million for XRP. (Source: MyToken)

ME News Report, April 18 (UTC+8), according to Onchain Lens monitoring, a newly created wallet deposited 1.99 million USDC into HyperLiquid and opened a $ASTER long position with 5x leverage.
A newly created wallet deposited 1.99 million US dollars USDC into HyperLiquid and opened a $ASTER long position with 5x leverage.

CoinWorld reports that New York State filed a lawsuit on 2026-05-01, with plaintiff Noah Du seeking to confirm the legal ownership of 39,069 long-dormant Bitcoin wallets and their contents, claiming them as abandoned property. Du discovered and developed an algorithm to identify abandoned wallets in 2024, reported it to the police, and searched for owners for a year. The complaint requests the court to recognize Du and his assignee company ABC, XYZ as the legitimate owners. On 2025-12-01, ownership of all wallets except 18 was transferred to ABC, which then transferred 17.7% to XYZ. Timechain Index founder estimates total holdings of about 3.7 million BTC, currently valued at approximately $285 billion.

BitMine Chairman Tom Lee stated that the fundamentals of the U.S. stock market remain healthy, with AI dominance, energy independence, and consumer resilience as advantages, and there may still be room for growth by the end of the year. IPOs of companies like OpenAI and SpaceX will generate trillions of dollars in wealth effects and stimulate consumption, but unlocking shares will increase supply pressure. AI and semiconductors are not yet in a bubble, with strong demand and tight supply. In the future, attention should be paid to uncertainties in mid-term elections, oil inventory liquidation, and supply shocks caused by later unlockings.

According to Bloomberg, the SEC has approved Nasdaq to launch index options products based on Bitcoin prices, providing U.S. stock traders with a new type of price exposure tool beyond spot Bitcoin ETF options. Investors can trade Bitcoin index options to hedge BTC prices without directly holding spot or ETF. Industry insiders believe this move indicates that traditional finance and the crypto asset system are accelerating their integration, with similar spot Bitcoin ETF options like the iShares Bitcoin Trust already widely traded.

CoinWorld News reports that Abraxas Capital’s main address increased its short position in HYPE by 24,398.57 units on May 22, 2026, roughly equivalent to $1,664,784.78. The address’s position size is $8,554,282.51; the average price has been adjusted from $43.63 to $46.36. Its current profit and loss is -$1,920,306.10 (-112.24%). The current HYPE price is $59.78, and the liquidation price is $142.93. The address began building its position in May; it was once a whale with the largest contract capital size on HyperLiquid. Since November, it has continued taking profits, and the position size has at one point reached $920 million.

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Two messages nearly simultaneously spread across Silicon Valley.
One: Anthropic is expected to achieve $10.9 billion in sales this quarter, marking its first quarterly profit.
The other: OpenAI is accelerating its IPO process, planning to secretly file its prospectus within the next few weeks, aiming to go public in the fall, with a valuation potentially surpassing one trillion dollars.
Once the news broke, SoftBank Group's stock price surged nearly 20% intraday, with a market value increase of about 240 billion yuan RMB in a single day.
On one side, they just reached the profit threshold; on the other, they are desperately rushing to go public while still in the red. Looking back at the personnel change from two days ago, the logic becomes clear—
On May 19, former OpenAI co-founder Andrej Karpathy announced on X that he was joining Anthropic full-time.
This is not an ordinary job switch.
Today’s OpenAI has already become a capital