HalfLifeHodler

NVIDIA has committed since March of this year to invest at least $6.5 billion in photonics and optical networking-related companies, investing $2 billion each in Lumentum, Coherent, and Marvell, investing $500 million in Corning, and participating in Ayar Labs' $500 million Series E funding round to develop optical connection systems. Photonic technology is expected to improve bandwidth and reduce energy consumption, becoming a core infrastructure for AI data centers; as model sizes expand, the demand for interconnection between GPUs has surged, and network interconnects have become a new bottleneck. Jensen Huang stated at GTC that he is accelerating the application of silicon photonics in network platforms and GPU interconnects, with related capacity demand far exceeding global supply capabilities. The high-speed optical interconnect demand in AI server racks has benefited the industry chain and the stock prices of invested companies.

[ME AI]() Message, Google used its development tool Google AI Studio to create an online quiz about the major announcements at Google I/O 2026 through vibe coding. (Source: AiHot)

Bitcoin drops below $83,000 and continues to decline, currently at $73,526, the lowest since early April, up only 0.07% in 24 hours, a three-week downward trend may signal a bear market; Ethereum fell to $1,965 before rebounding above $2,000. U.S. stocks outperformed the crypto market, with the S&P 500 and Nasdaq 100 futures both rising 0.15%, approaching all-time highs.

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 outflows. DHI CEO Ujjwal Deep Dahal stated that he does not recall any recent Bitcoin sales. A source close to the relevant trading company also said that no sales have occurred recently. (Source: MLion)

According to CoinFound, the RWA market is moving from concept validation to institutional implementation. The tokenization of U.S. Treasury bonds is approaching $13 billion and has become a core growth driver. BlackRock’s BUIDL AUM exceeds $300 million, Franklin Templeton has expanded to 8 public blockchains, and Ondo USDY supply exceeds $1 billion—indicating a trend toward multi-chain adoption and dominance by traditional asset managers, as well as the deep integration of RWA with DeFi infrastructure.

Barclays analysts say that prediction markets are threatening other speculative tools and even becoming strong competitors to leveraged ETPs. Since the 2024 election, trading activity on prediction platforms has been active, with Kalshi and Polymarket's nominal trading volume exceeding $24 billion in April, a significant increase compared to a year ago. The boom is driven by viral spread among the younger generation, with nearly one-third of Generation Z and Millennials participating in or considering participation in prediction markets and sports betting. However, current prediction markets still struggle to surpass flagship retail products like 0DTE, with the S&P 0DTE trading volume reaching $57 trillion in March.

According to CryptoWorld News, Lebanese TV station Al-Mayadeen reported that a framework agreement between the U.S. and Iran, mediated by Pakistan, is about to be finalized. This is a memorandum of understanding, not a final agreement, and it does not involve Iran’s nuclear program. The memorandum includes a ceasefire, the reopening of the Strait of Hormuz, the withdrawal of the U.S. naval fleet, ending the maritime blockade, and the release of $6 billion in frozen Iranian funds.

Beating monitoring shows that Meta CTO Bosworth is pushing for AI transformation, becoming a shield for Zuckerberg. The company laid off 8,000 employees, and remaining staff were forced to install monitoring tools on their computers, recording keystrokes, mouse activity, and screenshots, sparking employee protests. Bosworth stated in an internal memo that future tasks would be handled by AI agents, with humans only responsible for guidance and improvement. After layoffs, core engineers found that high performance still couldn't bring security, and before leaving, they were still exploited for data to boost stock prices.

ME News reports that on May 15, according to PeckShieldAlert, THORChain was attacked, resulting in a loss of approximately $10 million in cryptocurrency assets, including 36.75 BTC (about $3 million) and around $7 million worth of assets from BNB Chain, Ethereum, and Base. The stolen funds are now mainly stored at bc1ql4u94klk265lnfur2ujk9p6uh52f2a8jhf6f37 and 0xd477b69551f49C0519F9B18c55030676138890Bd.

On May 15th, General Tensor announced the completion of its acquisition of Backprop Finance, a subsidiary of Tensorplex Labs. Backprop is one of the largest decentralized trading platforms by trading volume within the Bittensor ecosystem. After the acquisition, General Tensor will cover approximately one-third of the trading volume on the Bittensor network. Previously, General Tensor raised a total of $5 million through Pre-Seed and Seed rounds, with investors including DCG, Lvna Capital, and Good Morning Holdings, led by Lok Lee and supported by Goldman Sachs. Backprop Finance mainly facilitates token exchange and subnet filtering for the Bittensor Dynamic TAO (dTAO) subnet Alpha token trading.

CryptoWorld News reports that, according to Whale Alert monitoring, an unknown wallet has just transferred in 308,269,342 USDT, which is approximately $307,899,560 based on the current price.

Firecrawl officially open-source web proxy framework Web Agent, performing the "search-crawl-interact" closed-loop tasks through the Plan-Act cycle and parallel sub-agents within independent browser sessions, compatible with self-hosted large models like Anthropic, OpenAI, and others. Developers can quickly generate templates using firecrawl create agent, and encapsulate complex processes as Skills through SKILL.md. The new version defaults to Claude Opus 4.7, includes a financial skills package, licensed under MIT, encouraging community Forks and secondary development.

Mars Finance News, May 21 — The humanoid robot concept is repeatedly active, with Shangwei New Materials rising nearly 10%, and Seling Zhizhu, Beite Technology, Dema Technology, Zhejiang Rongtai, Wuzhou Xinchun, Aobi Zhongguang, and Dongfang Jinggong also rising. According to recent reports, Barclays stated in a special report on humanoid robots that the humanoid robot market is expected to grow into a new industry worth up to $200 billion by 2035, further supporting a physical AI ecosystem reaching a scale of $1 trillion. (Kegu Bao Broadcast)