MeNews

U.S. stocks closed higher on Wednesday, with technology shares strengthening, Dell surging, and oil prices stabilizing. U.S. Treasury yields approached 5%, and global stock markets may face a 5%-8% correction. Trump said the strikes on Iran would end soon and that the Strait of Hormuz would be renamed the Trump Strait. The former British prime minister warned that failure to control debt would force emergency spending cuts. The Beige Book said the U.S. economy grew moderately, with AI and data centers serving as key supports. Tron’s USDT supply surpassed Ethereum’s for the first time. Broadcom’s Q3 results exceeded expectations, and its AI revenue guidance was raised. Robinhood Chain generated $3.75 million in daily fees, exceeding the combined total of Solana, ETH, and Base.

On May 6, the lawsuit involving OpenAI took a turn. Savitt tried to prove that Musk’s conduct was no different from that of Altman and Brockman, sparking a heated clash between the two sides. Musk also mocked OpenAI’s lawyers and Altman. The trial has entered a new phase, with the dynamics of the legal battle shifting. Experts say jurors may struggle to sort through the complex details, and even seasoned AI observers find it challenging.

Ollama announced that its platform can now connect to Claude Desktop through Claude’s built-in third-party inference capabilities. Users can run `ollama launch claude-desktop` to start the new configuration and use all Ollama Cloud models in Claude Desktop’s Claude Cowork and Claude Code features. The news was reposted by WesRoth, and the original post did not provide an official announcement link or additional technical details.

AIMPACT News, May 6 (UTC+8) — OpenAI launched the "Advanced Account Security" feature to protect ChatGPT and Codex users from phishing attacks. The feature provides high-risk users with an additional layer of verification and real-time monitoring to address growing cyber threats. As AI tools become increasingly integrated into work and daily life, account security is becoming more important. This update will enhance the security of the OpenAI platform.

ME News reported that the U.S. and Iran came close to reaching a “14-point” agreement to end the war within the first 70 minutes. The market built approximately $920 million in short positions on crude oil, equivalent to about 10,000 contracts, an unusually large amount. Seventy minutes later, Axios reported that the U.S. was close to reaching a memorandum of understanding. Oil prices fell more than 12% in morning trading, generating approximately $125 million in unrealized profits on those short positions.

AIMPACT News, May 6 (UTC+8), 2026: On May 6, 2026, Ollama announced that its platform now supports connecting to Claude Desktop through Claude’s built-in third-party inference capabilities. Users can run the command "ollama launch claude-desktop" to launch a new configuration and use all models from Ollama Cloud in Claude Desktop’s Claude Cowork and Claude Code features. The news came from Twitter user WesRoth.

The Federal Reserve plans to establish rules for payment stablecoins issued by banks: Each token must be backed by equivalent reserves and generally redeemed within two business days. Eligible reserve assets may include U.S. dollars, central bank balances, bank deposits, U.S. Treasuries with maturities of ≤93 days, eligible repurchase agreements, and funds. If reserves are insufficient, the issuer must provide notice and replenish them; otherwise, the stablecoins must be liquidated and redeemed. Capital requirement rate: 2% for the first $20 billion and 1% for the excess. The proposal would also allow state-chartered banks to establish issuance subsidiaries, while the GENIUS Act requires a decision within 120 days. The public comment period is 60 days.

AIMPACT May 6 News: Stripe announced an upgraded version of its Link digital wallet at a conference, which can collaborate with AI agents such as OpenClaw to complete shopping, payments, and reservations. Users can authorize agents to access Link via OAuth, and requests must be approved by the user; currently, only traditional payment methods are supported, while agent tokens and stablecoins will be introduced in the future. Built on a new agent issuance system, Link allows virtual cards to be issued for agents to make purchases autonomously, providing real-time authorization, spending controls, and transaction visibility. It supports the web, iOS, and Android, and includes 90 days of purchase protection.

ME News, May 6 (UTC+8) — Y Combinator will hold interviews in New York for cryptocurrency and fintech startups for the first time, aiming to increase its support for companies in the sector. Teams selected will participate in the summer 2026 program and travel to San Francisco to receive Y Combinator’s standard $500,000 investment offer. The funds may be received in the form of Circle’s USDC stablecoin. (Source: MLion)

In a May 6 letter to the SEC, SOC Investment Group called for a review of the accuracy of SpaceX’s financial disclosures and the independence of its auditors before the company goes public. It expressed concerns that ties to Musk’s other companies could affect accounting treatment and transactions, and warned that if the disclosures were independently reviewed, SpaceX’s potential IPO valuation of more than $2 trillion could expose investors to risk.

Federal Reserve Bank of St. Louis President Musalem said that the outlook for the U.S. economy and monetary policy is highly uncertain, but inflation risks are rising relative to employment risks. Inflation is significantly above the 2% target, and interest rates are at a neutral or slightly accommodative level. Going forward, rates could remain unchanged, or be cut further or raised under certain scenarios.

ME News reported that on May 7 (UTC+8), approximately US$920 million worth of crude oil short positions were established 70 minutes before reports emerged that the United States and Iran were close to reaching consensus on a “14-point” agreement to end the war. At 3:40 a.m. Eastern Time today (3:40 p.m. Beijing Time), nearly 10,000 crude oil short contracts were established without any major news. Based on notional value, the trade was worth approximately US$920 million, an unusually large transaction for 3:40 a.m. Seventy minutes later, at 4:50 a.m. Eastern Time (4:50 p.m. Beijing Time), Axios reported that the United States was “close” to reaching a “memorandum of understanding” to end the war with Iran. By 7:00 a.m. Eastern Time (7:00 p.m. Beijing Time), oil prices had fallen by more than 12%, and the aforementioned crude oil

The SEC grants eligible tokenized U.S. stocks a five-year exemption, allowing them to be traded on-chain in the United States, provided they have identical dividends, voting rights, and share classes; synthetic exposure is not covered by the exemption. The AMC CEO called Robinhood’s tokenized AMC stock a “quasi-fraudulent market” and threatened legal action; Robinhood said public companies have no right to approve all related products. During the seven trading days from 8/31 to 9/9, the token’s median closing-price deviation from the NYSE closing price in the Uniswap pool was 0.87%, with a maximum of 2.71%; this pool accounted for approximately 95% of the relevant trading.

ME News reported that on September 25 (UTC+8), tokenization company Ondo Finance sought a sale to potential buyers after the death of its founder and CEO, Nathan Allman. The company’s legal dispute over control may have put the sale plans on hold. Ondo Finance offers tokenized U.S. Treasury and stock products, with a combined product scale exceeding 38

DoubleZero has launched a dedicated market data feed for Hyperliquid, delivering the full order book over fiber and covering markets including Hyperliquid-native perpetual contracts and trade[XYZ]-linked contracts. The data feed was jointly developed by DoubleZero, validator nodes, Hyperion DeFi, MAVAN, and Kinetiq to provide market makers and quantitative institutions with a continuous, stable stream of market data. Previously, institutions had to use the public API or run their own nodes, while adjustments to Hyperliquid’s public API reduced depth and frequency. Hyperliquid has become the third exchange to connect to DoubleZero Edge.

According to ME News on September 25 (UTC+8), prediction market data shows that in the event “The US announces the end of the blockade of Iran...?”, the probability of the “Yes” option for “The US announces that it will end the blockade of Iran by October 15, 2026?” fell from 47.0% to 19.0%, a single-day decrease of 28.0 percentage points.

The UK financial regulator has launched an investigation into potentially anticompetitive conduct by Mastercard, Visa, and PayPal concerning the flow and use of funds in PayPal digital wallets. It has not yet reached a conclusion on whether competition law was breached. PayPal has disclosed the investigation and said it is cooperating with the FCA. The case remains ongoing.

AMD’s Lisa Su said on CNBC that AI Agents are driving computing demand across the entire AI cycle, significantly raising expectations for CPU market growth. In addition to AI accelerators, next-generation AI Agents also require more general-purpose computing, resulting in strong CPU demand. The CPU/GPU ratio has fallen to nearly 1:1, far more optimistic than the previous 1:4–1:8. AMD raised its estimated annual CPU TAM growth rate from 18–20% to more than 35%, and expects the CPU market to exceed $120 billion by 2030. She believes AI’s practicality and pace of commercialization are advancing faster than expected six months ago.

AIMPACT discloses: Alphabet and Amazon’s combined capital expenditures in Q1 totaled $130.65 billion, with full-year plans nearing $700 billion. Alphabet’s profit increased 81% to $62.6 billion, with $28.7 billion coming from an update to its Anthropic equity stake; Amazon’s pretax earnings were $16.8 billion, with more than 50% coming from its Anthropic investment. Its $8 billion investment is now valued at over $70 billion. Anthropic is raising funds at a valuation of approximately $900 billion. Alphabet’s unrealized gains on Anthropic fluctuated significantly from Q1 to Q3, with equity gains this quarter exceeding three times the previous peak.

Lawyers for North Korean victims argued at a Manhattan court hearing that the Aave rsETH attack should be classified as fraud rather than theft in order to keep $71 million worth of ETH frozen. They argued that the attacker obtained unsecured loans and failed to repay them, making them fraudulent loans, with the goal of securing compensation under the Terrorism Risk Insurance Act. Previously, the Lazarus Group exploited a cross-chain bridge vulnerability to mint rsETH and borrow approximately $230 million, of which $71 million was intercepted by Arbitrum developers. DeFi United has raised $327 million, exceeding the disputed amount.

While testifying in federal court, Musk suggested that xAI may have trained by distilling OpenAI models. Under questioning from OpenAI’s lawyers, Musk said distillation involves using one model to train another and that “basically all AI companies do it,” though there are exceptions. Distillation allows smaller models to imitate larger models, reducing costs while maintaining performance. Musk also said that using other AI to validate one’s own AI is standard practice. OpenAI has been trying to prevent competitors from distilling its models, particularly Chinese AI lab DeepSeek. In a February 2026 memo to Congress, OpenAI said it had taken measures to prevent distillation. Neither side has yet responded to requests for comment.