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.

ME News reports that four major tokens will undergo large unlocks next week: approximately 171 million ENA, accounting for 2.12% of the circulating supply and worth approximately $17.3 million, unlocking at 15:00 Beijing time on May 5; approximately 32.09 million OPN, 12.22%, worth approximately $5.3 million, on May 5 at 20:00; approximately 40.85 million RED, 12.20%, worth approximately $5.5 million, on May 7 at 00:00; and approximately 387 million SXT, 23.20%, worth approximately $6.1 million, on May 8 at 21:00.

According to MLion, Iran’s largest crypto exchange, Nobitex, was founded by members of the politically connected Kharrazi family, who once used the surname Aghamir to conceal the relationship. The platform serves more than 11 million users and continued trading during internet outages. Its trading volume exceeded $100 million during the conflict, with large amounts of funds flowing overseas. On-chain analysis shows approximately $22 million to $366 million in transactions linked to sanctioned entities. Wallets associated with the central bank transferred hundreds of millions of dollars to Nobitex to evade sanctions. Nobitex denied any ties to the government, saying that illegal transactions account for only a very small proportion.

Google Quantum AI’s latest white paper states that the number of physical qubits required to break the core cryptographic systems protecting cryptocurrencies has fallen to approximately 500,000, about 20 times lower than previous estimates, bringing the quantum threat into the realm of quantifiable medium-term risk. The attack focuses on elliptic curve signatures, covering both transactions in transit and attacks on assets at rest. Approximately 6.9 million Bitcoin, accounting for about 33% of the total supply, along with a large number of Ethereum accounts, have exposed public keys, creating an existing risk. Although the hardware gap remains, algorithmic optimization is ongoing. Q-Day is expected to occur between 2028 and 2035, with migration bottlenecks lying in governance rather than technology.

The Federal Reserve is shifting internally from a dovish stance toward neutrality, discussing the conditions under which it might raise rates again rather than simply cutting them further. Three regional Fed presidents opposed continuing to frame the outlook as “the next move is more likely to be a rate cut.” Dallas Fed President Logan said rates could move either higher or lower in the future. Powell acknowledged the shift toward neutrality and said that, if rate hikes become necessary, the Fed would first provide neutral guidance before moving toward a tightening bias. Elevated energy prices, risks surrounding the Strait of Hormuz, and escalating tensions in the Middle East have increased inflation risks and weakened expectations for rate cuts this year.

Figure Technology Solutions CEO Cagney said the company is using blockchain to rebuild credit infrastructure by closely integrating real-world assets, securitization, and DeFi to reduce intermediation costs and improve liquidity. Lending surpassed $1 billion in March, with approximately $2.9 billion in loans originated in Q1, or about $12 billion on an annualized basis. The company has launched the YLDS stablecoin and a Solana-based on-chain credit vault, plans to expand into the Ethereum ecosystem, and is exploring stock tokenization and on-chain securities lending. The value of blockchain lies in rewriting the abstraction layer of finance.

On September 2, Curve DAO appointed yRisk as the risk provider for crvUSD and Llamalend through Proposal 1492, granting it a one-year revocable grant comprising 125,000 frxUSD in principal (deposited in sfrxUSD) and 568,000 CRV, for a total below the previously requested $250,000. yRisk consists of two people who identify themselves as core developers of Resupply and Yearn. The review acknowledged their experience with Curve but expressed concern that the team may be too small to cover multiple markets.

ME News reported that on September 4 (UTC+8), prediction market data showed that in the event “What price will Ethereum reach in 2026?”, the market-implied probability of “Yes” for “Will Ethereum fall to $2,250 by December 31, 2026?” dropped from 79.5% to 59.5%, a single-day decrease of 20.0 percentage points.

As of 2025, Starlink has approximately 7.8 million users worldwide, a significant increase from 2021, but its average monthly ARPU has declined by approximately 18%. The company is expanding in emerging markets through low-priced plans, with growth coming primarily from Africa, Latin America, and parts of Asia. Although its high-margin businesses are growing rapidly, they account for a limited share. Analysts say Starlink is transitioning from premium satellite internet to mass-market global broadband to distribute costs and expand its global influence.

ME News reported on May 3 (UTC+8) that Token Unlocks data shows that tokens including ENA, OPN, and RED will undergo large unlocks next week, including: Ethena (ENA) will unlock approximately 171 million tokens at 3:00 p.m. Beijing time on May 5, equivalent to approximately 2.12% of its circulating supply and worth approximately $17.3 million; Opinion (OPN) will unlock approximately 32.09 million tokens at 8:00 p.m. Beijing time on May 5, equivalent to approximately 12.22% of its circulating supply and worth approximately $5.3 million; RedStone (RED) will unlock approximately 40.85 million tokens at midnight Beijing time on May 7, equivalent to approximately 12.20% of its circulating supply and worth approximately $5.5 million; Space and

Nexo said the number of wallets holding more than 100 Bitcoin is increasing, signaling the return of “smart money.” Over the past two weeks, addresses holding between 10 and 10,000 BTC collectively accumulated approximately 41,000 Bitcoin. Bitcoin’s price also surpassed the True Market Mean average of $78,100 for the first time this year. Analysts said the continued accumulation by a large number of long-term holders may indicate that the risk appetite of institutions and long-term investors is recovering.

ME News reported that on May 3 (UTC+8), prediction market data showed that in the “Which companies will be acquired before 2027?” event, the probability of “Will Lovable be acquired before 2027?” resolving to “Yes” rose from 13.5% to 35.5%, an increase of 22.0 percentage points in a single day.

To commemorate the 250th anniversary of the founding of the United States, the U.S. Mint issued and circulated a $1 coin bearing Donald Trump’s portrait, marking the first time since 1866 that U.S. currency has featured a living person. The coins are packaged in quantities of 25 or 100, with prices starting at $61. The obverse features Trump’s portrait, while the reverse displays the presidential seal with “250” engraved on the shield. Trump has also proposed issuing a $250 banknote bearing his portrait.

OECD data shows that only 31% of people can easily access public benefits when they need them. An AI seminar will be held on May 6 to discuss improvements. The report proposes that the large-scale application of AI in social protection should be built on four pillars: infrastructure, data, capacity building, and AI chatbots. It recommends advancing cloud and edge computing, privacy-preserving data sharing, training and digital literacy, and using chatbots to simplify applications and provide personalized services. Attention should also be paid to language barriers, the digital divide, and ethical and accountability frameworks. AI should serve as an assistive tool, not replace human decision-making.

On May 3, Mistral AI released the Vibe remote coding agent and the public preview of Medium 3.5. Vibe is a CLI coding assistant that supports code writing and refactoring, test generation, CI failure investigation, cloud-based background tasks, long-running tasks, and parallel multi-agent operations. Sessions run in a sandbox and, upon completion, can create a Pull Request on GitHub and send notifications. Medium 3.5 is a flagship model with 128 billion parameters and a 256,000-token context window, supporting instructions, reasoning, and coding. Its in-house vision encoder processes variable-sized images. It achieved a 77.6% score on SWE-Bench and is the default model for Vibe and Le Chat, with inference costs configurable as needed.

OpenAI launched desktop floating pets for Codex, with 8 built-in options and the ability to upload images via /hatch to generate animations. The pets display statuses such as thinking and task completed across the screen, while the community has created a large number of characters, giving rise to PetShare and PetDex. The official competition’s Top 10 winners can receive 30 days of ChatGPT Pro. Concurrent updates include cross-device configuration migration, automatic import of Claude Code configurations, and custom shorthand dictation. The CEO said Codex is experiencing its “ChatGPT moment” and is evolving toward a desktop super app.

Reports indicate that starting in 2026, persistent memory will become a major research focus for AI agents. In market terms, the market is valued at approximately $78.4 billion in 2025 and is expected to reach $526.2 billion by 2030, with a CAGR of 46.3%. A complete memory layer must cover four dimensions: storage, management, retrieval, and lifecycle. Mem0 evaluated ten memory methods at ECAI 2025. The market is divided into three layers: storage infrastructure, framework-integrated memory, and specialized memory layers. ECAI noted that no single method can address all four dimensions simultaneously, requiring trade-offs.

On May 3, Mistral AI released the Vibe remote coding agent and the public preview of Medium 3.5. Vibe is a CLI coding assistant that supports code writing/refactoring/test generation, CI failure investigation, cloud-based background execution, long-running tasks, and parallel multi-agent operation. Sessions run in a sandbox, and upon completion, it can create a Pull Request on GitHub and send notifications. Medium 3.5 is a flagship model with 128 billion parameters and a 256K context window, supporting instructions, reasoning, and coding. Its in-house vision encoder processes images of variable sizes. It scored 77.6% on SWE-Bench, becoming the default model for Vibe and Le Chat, with inference costs configurable on demand.

ME News reports that four major tokens will undergo large unlocks next week: approximately 171 million ENA, accounting for 2.12% of the circulating supply and worth approximately $17.3 million, unlocking at 15:00 Beijing time on May 5; approximately 32.09 million OPN, 12.22%, worth approximately $5.3 million, on May 5 at 20:00; approximately 40.85 million RED, 12.20%, worth approximately $5.5 million, on May 7 at 00:00; and approximately 387 million SXT, 23.20%, worth approximately $6.1 million, on May 8 at 21:00.