L2NightCourier

CryptoWorld News: LobsterAI (NetEase Youdao Lobster) recently announced the launch of image generation and video generation capabilities, simultaneously integrating multiple models including seedream, seedance, happyhorse, and minimax-hailuo. This is the first open-source lobster-type product from a major domestic company, marking further progress in their AI development.

> Original Title: “Understanding Microsoft’s Build 2026 Developer Conference in One Article: The ‘Agent-First’ Era Arrives—Seven Self-Developed Models Released at Once”
> Original Author: Li Hailun, Tencent Technology


On June 2, local time in the United States, Microsoft’s Build 2026 Developer Conference kicked off at the Masonberg venue in San Francisco. The conference’s theme centered on practical, real-world applications of cutting-edge AI technology. Microsoft rolled out a series of products and updates spanning its self-developed AI models, intelligent agent applications, operating system security, developer tools, cloud services, and a new hardware platform.


At the 2025 Developer Conference, Microsoft set the direction for the “AI agent era” and released Copilot Studio multi-agent orchestration, Windows AI

BlockBeats News, June 3 — According to CME "FedWatch" data, the probability that the Federal Reserve will keep interest rates unchanged in June is now 98.6%, and the probability of a 25 basis point rate cut is 1.4%.

ME News Update, June 1st (UTC+8), according to CoinMarketCap market data, BNB is currently priced at $696.9, with a 24-hour decrease of 3.3%. (Source: CoinMarketCap)

Zed announces that the built-in AI Agent is now natively integrated with ChatGPT, allowing users to directly access OpenAI models and Codex with their personal subscriptions after logging in, without the need for pay-as-you-go API fees; JetBrains and others can still use ACP. The direct enterprise key connection option remains available. Competitors are also shifting to pay-as-you-go billing, with Anthropic and Copilot implementing phased charges, as vendors are delegating subscription computing power to third-party applications to retain developers.

ME News Report, May 30 (UTC+8), Iranian media Fars News reports that Iranian sources have dismissed U.S. President Trump's latest remarks. The sources stated that the approval of the Iran-U.S. agreement in Iran is nearing completion but has not yet been finalized. They described Trump's comments as "an attempt to showcase a fabricated victory." Iran reiterated that once the U.S. lifts sanctions, the Strait of Hormuz will reopen according to the established plan. The plan may involve vessel monitoring and inspection, providing supporting services, and security measures. (Source: MLion)

Mars Finance News: On May 29, according to Bloomberg, Samsung Electronics and SK Hynix’s share prices have surged sharply, prompting some funds to be forced to reduce holdings after hitting the single-stock position limit. Affected by the 10% limit on any single stock holding, institutions including GAM Investment Management and Jupiter Asset Management have begun adjusting their portfolios to meet diversification requirements. Over the past year, SK Hynix has risen by more than 1,000%, and Samsung Electronics has increased by more than 400%, with the market values of both companies exceeding $1 trillion. Data shows that as of Thursday, global investors have net sold $63.6 billion worth of Korean stocks year to date, with Samsung Electronics and SK Hynix combined accounting for net outflows of $58.6 billion. Goldman Sachs estimates that since October of last year, the related position limits have been triggered by approximately

Open Transaction Layer (OTL) announces launch, aiming to create on-chain financial coordination standards. OTL is driven by multiple DeFi, infrastructure, and institutional participants, aiming to establish a unified transaction coordination layer so that on-chain lending, trading, payments, and asset transfers can operate collaboratively across protocols. The project states that OTL hopes to reduce liquidity fragmentation, improve capital efficiency through open standards, and provide a universal coordination framework for institutional-level on-chain finance.

Mars Finance News: On May 29, according to a UBS report from yesterday, the company raised its target price for Snowflake (SNOW) from $210 to $325 and maintained a buy rating on the stock. Possibly due to this news, Snowflake (SNOW) rose 36.48%.

Bitcoin rebounds after falling to a low point, and the market refocuses on bullish and whale activity. Blackstone IBIT's single-day capital outflow hits a record, sparking attention to ETF capital flows. Analyst CW states that large holders have returned to the bullish side, and the next phase will determine whether a local bottom has been reached; whale long-term holdings will influence the short-term direction, and if they turn into shorts, further pressure may occur. Despite the pressure, some traders believe the market is stabilizing, and long-term buyers are preparing for the next bull run. Crypto Patel has identified three major potential accumulation zones.

CFM data shows that Samsung's DRAM sales revenue in the first quarter was $38.21B, a quarter-on-quarter increase of 98.4%, with a market share of 40.5%, ranking first; SK Hynix earned $27.93B, a quarter-on-quarter increase of 62.1%, with a market share of 29.6%, ranking second, due to its high HBM proportion with a lower growth rate than other manufacturers; Micron's revenue was $18.77B, a quarter-on-quarter increase of 73.6%, with a market share of 19.9%, ranking third; Changxin Memory's revenue was $7.31B, a quarter-on-quarter increase of 115.1%, with a market share of 7.7%, ranking fourth.

BlockBeats News, May 26 — According to HyperInsight monitoring, "Big Brother Ma Ji" Huang Licheng's address has been continuously reducing ETH long positions over the past hour. Currently, he is using 25x leverage to long 5,500 ETH (approximately $11.5 million), with an average entry price of $2,108.16, and a current unrealized loss of $92k.

ME News message: On April 18 (UTC+8), prediction market data shows that in the assessment of “Will MegaETH’s market capitalization (FDV) surpass $2 billion on its first day of listing?”, the probability of the “will surpass” option rose from 15.5% to 36.5%, a single-day increase of 21.0 percentage points.