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U.S. Stocks End Three-Session Losing Streak; Dell Surges More Than 15% on Better-Than-Expected Earnings, While Treasury Yields Nearing 5% Raise Concerns About a Global Pullback
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.
SPYX-0.10%
NAS100+0.81%
NVDA+1.23%
META-2.53%
DELL-3.31%
Jiang Zhuoer: Shorting is used to protect against downside retracements after spot prices rise; after several months of trading, coin-margined profits reached 34%
ME News reported on September 19 that Jiang Zhuoer, founder of BTC.com Mining Pool, said that after several months of trading, his coin-margined profit was 34% and his USDT-margined profit was 92%. The key to profitability lies in position sizing, trading, and coin selection, and market sentiment must be incorporated into trading. The market is currently in a bull cycle, so the default strategy is to remain fully invested in spot ETH. Aside from shorting to hedge spot holdings and reduce drawdowns, investors should remain fully invested in spot assets over the long term.
ETH+5.15%
Anchorage predicts the agent economy will become a trillion-dollar market
AIMPACT News, May 6 (UTC+8), reported that Anchorage said the “agentic economy” could develop into a trillion-dollar market, where AI agents pay one another, make payments to merchants, and earn revenue. Anchorage has also launched a bank focused on agents. (Source: MLion)
Consensys Founder Looks Ahead to the Tokenization of the Economy
ME News, May 6 (UTC+8) — The founder of Consensys stated that we are moving toward a world in which the entire economy is tokenized. Speaking on the main stage at the 2026 Miami Consensus conference, he explained why Ethereum will thrive in this environment. (Source: MLion)
ETH+5.15%
NVIDIA-backed RadixArk Secures $100 Million in Funding to Optimize AI Memory Management
RadixArk has completed a $100 million financing round with support from investors including Nvidia, giving it a valuation of $400 million. Its core product is a software tool that optimizes memory usage during AI inference and training through intelligent scheduling and memory management, reducing data movement and improving GPU utilization. It is reportedly capable of increasing inference speeds severalfold while lowering energy consumption and operating costs. The tool is suitable for applications ranging from the cloud to the edge, particularly memory-intensive workloads such as large language models. The company will use the new funding to expand its team and accelerate commercialization.
NVDA+1.23%
MSFT-1.09%
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Gold Prices Rise in U.S. Trading, but Analysts Say Uncertain Middle East Outlook May Continue to Support the Dollar and Pressure Gold Prices
ME News, May 5 (UTC+8) — The market is focusing on the fragile U.S.-Iran ceasefire and the impact of rising energy prices on inflation and interest rates. Gold prices rose during the U.S. session. Analyst Fawad Razaqzada said: “Unless we see meaningful progress toward stability in the Gulf region, high oil prices could continue to support short-term U.S. yields, thereby supporting the dollar. This combination is unfavorable for gold’s short-term outlook.” (Jin10) (Source: BlockBeats)
XAUUSD+0.83%
The probability that the Federal Reserve will keep interest rates unchanged in June is 95.2%.
ME News: According to CME FedWatch, the probability of keeping interest rates unchanged in June is 95.2%, while the probability of a cumulative 25-basis-point rate cut is 4.8%; the probability of keeping rates unchanged in July is 92.2%, the probability of a 25-basis-point rate cut is 7.7%, and the probability of a 50-basis-point rate cut is 0.2%; the probability of keeping rates unchanged in September is 86.1%, the probability of a 25-basis-point rate cut is 13.2%, and the probability of a 50-basis-point rate cut is 0.6%. Source: Jin10.
CME+1.77%
PyTorchCon North America Summit returns to the San Francisco Bay Area in October 2026
AIMPACT reported that PyTorch officially announced PyTorchCon North America will be held in the San Francisco Bay Area on October 20–21, 2026. Early registration is now open, offering a $400 discount. Looking back at the 2025 summit, held in San Francisco on October 22–23, the event expanded in scale, adding three standalone summits: the Measurement Intelligence Summit, the Open Agents Summit, and the AI Infrastructure Summit. It also introduced training and certification programs. Presentation recordings have been uploaded to YouTube, and slides are available on the agenda page.
Former Hong Kong Bank Manager Sentenced to Four Years for $1.6 Billion in Fraudulent Letters of Credit and Cryptocurrency Bribes
Hong Kong former bank official Lam Chun-yin was sentenced to four years in prison for falsely certifying letters of credit worth more than $1.6 billion and accepting approximately $470,000 in cryptocurrency bribes, and must repay the bribes in full. At the time of the offenses, he was a relationship manager at CCB (Asia) and pleaded guilty in the District Court. The judge emphasized the need for a deterrent sentence and the impact on Hong Kong’s status as a financial center. The ICAC has issued arrest warrants for other individuals involved. Meanwhile, the HKMA released a framework to assess banks’ preparedness for quantum computing threats, with the aim of advancing digital asset and blockchain settlement readiness by 2030.
Vietnam and Austria Collaborate to Strengthen Crypto Regulation, Plan to Issue First Batch of Crypto Service Provider Licenses in 2026
Vietnam plans to issue its first licenses for crypto-asset service providers in 2026 under a pilot framework to modernize its financial markets. The meeting emphasized drawing on FATF and EU regulatory models, improving oversight to address new assets and technologies, and aiming to approve the first digital-asset platforms in 2026. The Chair emphasized strengthening risk management, protecting investors’ assets, and combating money laundering. A restructuring of the stock-trading segment is planned to enhance transparency and governance for small and medium-sized enterprises. SMEs account for approximately 99% of businesses and will gain better access to credit and capital markets through improved governance and digitalization. The FMA proposed holding online seminars and coordinating through IOSCO.
Stanford University Merges HAI and Data Science Programs to Create a Unified Institute
Stanford has announced the merger of HAI and its Data Science Initiative to establish the unified Stanford HAI Institute. James Landay will serve as director, Fei-Fei Li as special AI adviser to the president, and John Hennessy as co-chair of the advisory board. The new institute brings together more than 400 scholars, $60 million in funding, and Marlowe high-performance computing resources. Its three pillars are advancing discoveries in AI and data science, shaping the future of AI with people at the center, and maintaining an open academic environment. Emmanuel Candès will serve as deputy director in charge of computing resources.
Analysis: Approximately 9% of HYPE’s circulating supply is held by DAT, and ETF expectations may strengthen price support.
Hyperliquid’s DAT holds approximately 9% of HYPE’s circulating supply, significantly higher than comparable structures for mainstream assets. As an institutional vehicle, the DAT brings balance-sheet buying, enhancing capital allocation and financing capacity. If the ETF is approved, new passive capital will provide direct support for the limited float; however, HYPE’s current circulating ratio remains below its fully diluted valuation, and uncertainty remains regarding future supply releases.
HYPE+3.19%
BTC+4.07%
ETH+5.15%
SOL+5.25%
BNB+2.23%
Airbyte Launches Agents Product, Focusing on Production-Grade Agent Discovery Capabilities
AIMPACT message, May 5 (UTC+8): Airbyte launched its new product, Airbyte Agents, on May 5, 2026, aiming to address the discovery problem for production-grade agents. The article states that traditional APIs assume users already know what they want to query, such as the endpoint, object ID, and fields, while agents need to perform discovery one step earlier. The article provides no technical details, implementation methods, performance metrics, or scope of applicability, and is only a brief launch preview. (Source: InFoQ)
Robinhood CEO: The company’s goal goes beyond being a trading app—it will provide lifelong wealth management services to the public
Robinhood CEO Tenev said the company will use trading as a customer acquisition engine, attracting users and then offering long-term wealth management. Active traders are the driving force and foundation, while products draw users in and encourage them to use retirement accounts, financial advice, and other services. The company is expanding its capabilities through investment custody, banking, credit cards, the acquisition of TradePMR, and the launch of an advisor network, aiming to bring services for affluent clients to a broader user base and capture the opportunity presented by the transfer of more than $100 trillion in generational wealth.
HOOD+9.10%
Y Combinator-backed Klaimee launches the world’s first AI agent insurance product
Klaimee (incubated by Y Combinator) has launched the world’s first insurance product designed specifically for AI agents, covering risks excluded by traditional E&O and cyber insurance. Its core assessment consists of three modules: public data scanning, 30 governance questions, and real-world behavior testing with more than 100 probes. It covers healthcare, finance, IT, legal services, and other sectors. With AI liability being excluded, the EU law taking effect in 2026, and litigation on the rise, Klaimee promises to provide liability insurance, surety bonds, risk assessments, certifications, and procurement documentation within 24 hours.
CB Insights AI 100 List Released, LlamaIndex Named to the List and Analyzes Trends in Agentic and Physical AI
The CB Insights 2026 AI 100 list shows AI shifting from “effectiveness” to “rapid deployment and scaled application.” LlamaIndex was selected, highlighting document-understanding APIs for AI agents. Trends include the need for AI agents to have identities, credentials, and accountability; Physical AI has become an independent category, raising $78 billion in funding in 2025, with an ecosystem spanning autonomous warships and humanoids; Humanoids received 34,000 preorders and secured 7 pilot projects within one year. Vertical AI is winning through data advantages, with finance and healthcare tied for first. Source: InFoQ
RISEx Offers the Attacker White-Hat Terms: Keep 20% of the Stolen Funds and Return 80%
On September 19, RISEx sent an on-chain message to the XLP vault attacker, and the funds have begun moving. Following negotiations, the attacker may keep 20% (approximately 134,566 USDC), while the remaining 80% (approximately 538,265 USDC or the equivalent amount in ETH) should be returned to the official Ethereum or Base addresses by September 23, and the attacker will be treated as a white hat hacker. Previously, on August 4, RISEx experienced an unauthorized withdrawal of 673,011.56 USDC related to an RWA strategy associated with the XLP vault.
USDC-0.05%
ETH+5.15%
RWA+0.07%
CB Insights Releases AI 100 List, with LlamaIndex Included and Trends in Agentic and Physical AI Analyzed
The CB Insights 2026 AI 100 list shows that AI is shifting from “effectiveness” to rapid deployment and scaled applications. LlamaIndex was selected, highlighting its document understanding API for AI agents. Trends include the need for AI agents to have identities, credentials, and accountability; physical AI becoming an independent category, with $78 billion in funding in 2025 and an ecosystem spanning autonomous warships and Humanoid; and Humanoid securing 34,000 preorders and 7 pilot projects within a year. Vertical AI wins through data advantages, with finance and healthcare tied for first place. Source: InFoQ
Analysis: DAT Holds Approximately 9% of HYPE’s Circulating Supply, ETF Expectations May Reinforce Price Support
Hyperliquid’s DAT holds approximately 9% of HYPE’s circulating supply, significantly higher than comparable structures for mainstream assets. As an institutional vehicle, the DAT brings balance-sheet buying, enhancing capital allocation and financing capacity. If an ETF is approved, new passive inflows will directly support the limited circulating supply; however, HYPE’s current circulating ratio remains below its fully diluted valuation, and uncertainty around future supply releases persists.
HYPE+3.19%
BTC+4.07%
ETH+5.15%
SOL+5.25%
BNB+2.23%