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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-0.05%
NAS100+0.81%
NVDA+1.23%
META-2.53%
DELL-3.31%
Fetch.ai Releases On-Chain Attack Analysis and Jointly Disables Affected Wallets and Contracts with SingularityNET
On-chain analysis published by Fetch.ai indicates that SingularityNET’s cross-chain bridge backend signing key was stolen. The attacker used the key through conversionIn to drain 8,721,530 FET from the contract, worth approximately $1.55 million, and also used NuNet’s minting key to mint approximately 408.5 million NTX, accounting for about 42% of the total supply. The two attack paths were initiated within the same minute. At the time of disclosure, the attacker still held approximately 547.89 ETH and 230 million NTX in the same wallet. Both parties have jointly disabled the relevant wallets and contracts, and updates will be provided as the investigation progresses.
FET-7.20%
ETH-2.71%
State Street Bank: Recent DeFi Attacks Highlight the Need for Blockchain Security as Institutions Await Improvements
State Street Bank’s head of digital assets said at Consensus Miami that DeFi attacks have been frequent recently, and institutions want to improve blockchain security before bringing tens of trillions of dollars in real-world assets on-chain. He emphasized that interoperability must be clearly defined, and that institutions need to understand the legal ownership and rights associated with cross-chain tokens. Morpho’s head said April may be the month with the most attacks in DeFi history, while regulators are strengthening their due diligence on the security of collateral assets.
STT-0.21%
MORPHO-9.50%
AWS and OpenAI Discuss Agentic AI, Announce 28% Q1 Revenue Growth
AIMPACT News, May 6 (UTC+8), AWS and OpenAI leaders recently discussed the current use cases for AI agents and organizations’ next-step needs. AWS also announced several business updates: 20 AI applications built with Kiro won awards in the 10,000 AIdeas competition; Cloud Clubs was renamed Student Builder
Meta Plans to Launch an AI Assistant to Rival OpenClaw
According to BlockBeats, Meta is building highly personalized AI assistants and agentic tools for more than 3 billion users. This includes advanced digital assistants powered by the new Muse Spark AI model, which are currently in internal testing. The goal is to launch a product similar to OpenClaw that allows users to create AI bots called “agents” to autonomously complete tasks on their behalf, while providing assistants with sensitive information such as health and financial data under controlled sharing conditions.
META-2.53%
Microsoft CEO Nadella: Every company needs to reimagine work to build agentic systems
AIMPACT Message, May 6 (UTC+8): Microsoft CEO Satya Nadella recently stated that as AI and agents take over more execution tasks, every company needs to reimagine work to expand human agency and redesign the way work is done. The article includes the team’s in-depth analysis of this transformation and key considerations. The content presents opinions and does not provide specific technical details or case studies. (Source: InFoQ)
MSFT-1.09%
Anchorage Digital Explores “Cashless” Stablecoin Reserve Model on Solana
Anchorage Digital is exploring a cashless stablecoin reserve model on Solana, replacing static cash with tokenized low-risk yield-bearing assets and supporting redemptions through instant liquidity to improve reserve efficiency and liquidity management. The company will issue stablecoins on behalf of institutional clients, while a third party will provide the liquidity infrastructure. It is also exploring tokenized financial instrument solutions with J.P. Morgan Asset Management.
SOL-3.45%
Jiang Zhuoer: ZEC is clearly a “whale-controlled coin” and will not participate in trading
Jiang Zhuoer, founder of BTC.TOP, said that after ZEC fell to $1,445, Garrett Jin’s short position was questioned as an attempt to create counterparties and attract retail investors to go long. The large spot holdings he disclosed had previously made him a target, and the approximately 200,000 ZEC he currently holds, representing about 1% of the total supply, could become potential selling pressure. Therefore, this round of gains may be nearing its end, and he said he was unwilling to trade at an informational disadvantage.
ZEC-7.35%
Expected to at least double as Samsung Electronics expands HBM4 and HBM4E production next year
Samsung Electronics expects its HBM4/HBM4E production next year to at least double from this year, and will increase the outsourced cleaning volume of glass carrier substrates used for HBM production from 20,000 to 50,000 units per month. Samsung has been mass-producing and shipping HBM4 since February this year, and provided 12-layer HBM4E samples to customers including NVIDIA in May. The industry forecasts that monthly HBM wafer starts will increase from approximately 180,000 to 250,000 units next year, while HBM4’s share of shipments will rise from approximately 40% to approximately 80%.
“UFC 331: Alexandre Pantoja vs. Joshua Van (Lightweight, Main Card)” 24H trading volume reached $1.5M
ME News message, September 20 (UTC+8): Prediction market data shows that “UFC 331: Alexandre Pantoja vs. Joshua Van (lightweight, main card)” generated $2.1M in trading volume over the past 24 hours, with market participation increasing significantly.
ME-1.28%
An account with a 55% win rate placed a $160,000 bet on the total score being under 214.5 in Game 1 of the NBA playoffs Western Conference semifinals between the Thunder and Lakers.
ME News
On May 6, Odaily Seer monitoring found that in Polymarket’s prediction market for Game 1 of the NBA Western Conference semifinals between the Thunder and Lakers, an account with a win probability above 55% (address 0xc8075693f48668a264b9fa313b47f52712fcc12b) bought the under 214.5 total points contract for $160,000 at an average opening price of 52.2 cents. Game 1 will tip off at 8:30 a.m. Beijing time tomorrow. The Lakers are 0-4 against the Thunder this season, losing by an average of 29 points per game. There are rumors that Lakers star Luka Dončić will miss tomorrow’s game. Odaily Seer will continue to monitor market developments.
Saudi Arabia withdraws from the Beijing-led digital currency project mBridge
According to the Financial Times, Saudi Arabia has withdrawn from the China-led cross-border digital currency payment project, which is part of an effort to develop an alternative cross-border payment system to the U.S. dollar.
The mBridge platform has sparked controversy in the United States amid concerns that participants could use it to bypass traditional payment systems dominated by the U.S. dollar, such as SWIFT. The platform is scheduled for commercial launch and will use blockchain technology to enable central banks to transact directly with their respective digital currencies, shortening foreign exchange processing times, reducing costs, and diminishing the dollar’s intermediary role.
Kelp DAO Abandons LayerZero After Attack Incident, Switches to Chainlink Cross-Chain Infrastructure
ME News reported that Kelp DAO abandoned LayerZero and switched to Chainlink’s CCIP cross-chain infrastructure after suffering an approximately $292 million bridge attack last month. CCIP requires 16 independent nodes to validate cross-chain transactions, making Kelp DAO the first major protocol to leave LayerZero. The OFT bridge used a 1-of-1 verifier configuration, and 47% of LayerZero applications were also using the same configuration at the time. LayerZero subsequently discontinued this configuration. Kelp DAO said the migration directly resolves the architectural vulnerability, and rsETH will also adopt the cross-chain token standard. As part of the DeFi United rescue effort, LayerZero donated and lent approximately 10,000 ETH to Aave.
ZRO-5.49%
LINK-3.75%
AAVE-6.40%
ETH-2.71%
Microsoft Director Says AI Training Is “the Largest Labor Theft in Human History”
Unsealed internal documents show that Microsoft and OpenAI executives and employees warned that large-scale scraping of copyrighted content to train AI would threaten publishers’ viability and potentially create a “death spiral,” weakening high-quality content and future training data; internal data also shows that Copilot’s click-through rate for The New York Times and other outlets was significantly lower than Bing’s; both sides still maintain that the use constitutes fair use, while Microsoft said the remarks reflected personal opinions.
MSFT-1.09%
CFTC Considers Clarifying That Non-Custodial Software Developers Do Not Need to Register as Brokers
CFTC Chairman Selig said he is considering formal rulemaking to clarify that non-custodial software developers do not need to register as brokers. Previously, the CFTC issued Phantom a no-action letter stating that qualified self-custodial wallet developers do not need to register as brokers. Selig reiterated that prediction markets fall under federal regulation and that the agency will sue state governments that restrict prediction markets under state gambling laws.
Microsoft CEO Nadella: Every company needs to reimagine work to build agentic systems
AIMPACT message, May 6 (UTC+8), Microsoft CEO Satya Nadella recently expressed the view that as AI and agents take over more execution work, every company will need to reimagine work to expand human agency and redesign how work is done. The article includes the team’s in-depth analysis of this transformation and key considerations. The content consists of opinions and does not provide specific technical details or case studies. (Source: InFoQ)
MSFT-1.09%
Bond traders bet the Fed’s next move will be a rate hike rather than a cut
The Fed’s next move is being bet on as a rate hike rather than a cut, with swap contracts showing a more than 50% probability of a hike by next April. Traders are also increasing positions to hedge against the risk of a rate increase before the end of the year. Divisions over the market’s interest-rate outlook are intensifying. Lawrence Gillum, chief fixed-income strategist at LPL Financial, said a rate cut this year remains possible, but a prolonged conflict with Iran would reduce that probability.
CFTC Considers Clarifying That Non-Custodial Software Developers Do Not Need to Register as Brokers
CFTC Chair Selig said he is considering issuing a formal rule clarifying that non-custodial software developers do not need to register as brokers. The agency previously issued a no-action letter to Phantom, stating that eligible self-custodial wallet developers do not need broker registration. Selig reiterated that prediction markets fall under federal oversight and said the agency will sue state governments that restrict prediction markets under state gambling laws.
「LSU vs. Ole Miss」24H trading volume reached $1.5M
ME News, September 20 (UTC+8): Prediction market data shows that “LSU vs. Ole Miss” reached $2.9M in trading volume over the past 24 hours, with market participation increasing significantly.
French chipmaker Sequans sold 1,025 bitcoins in the first quarter.
ME News, May 6 (UTC+8) — French chipmaker Sequans Communications sold 1,025 bitcoins in the first quarter of 2026. Its bitcoin holdings fell from 2,139 at the end of 2025 to 1,114 at the end of April, a decrease of nearly half. The company reported a net loss of $54.3 million in the first quarter, while its operating loss expanded from $7.3 million in the same period last year to $50.5 million. (Source: BlockBeats)
BTC-1.38%