AlphaAfterTea

Mars Finance News, May 29 — The two-day Eurasian Economic Union Fifth Eurasian Economic Forum opened on the 28th in Astana, the capital of Kazakhstan. The forum focuses on the role of artificial intelligence and digital technology in promoting sustainable economic development. In addition to the plenary session, this forum plans to hold over 30 thematic meetings, attracting more than 3,000 representatives from government, business, international organizations, and media from over 40 countries and regions. (CCTV News)

ME News reports that Yi Lihua posted on X stating that this round of rebound has basically ended, and the strategy should be to adopt a bullish outlook without chasing the rally, and to close positions when prices rise. Potential bearish factors include a pullback in U.S. stocks, the impact of oil prices on inflation and interest rate cut expectations, and a rebound in U.S. Treasury yields. In the long term, cryptocurrencies still hold potential, and deep bear markets are often good entry points. In the AI era, there are two groups of beneficiaries: those willing to fully bet on AI stocks and AI entrepreneurs. The recommended future allocation is 50% in the AI field. This is an irreversible trend—go all-in on AI.

ME News reports that on May 16, SEC documents show that Tema ETF Trust submitted a registration amendment proposing the launch of the Tema Trading & Prediction Markets ETF. This is an actively managed fund planning to invest at least 80% of its net assets in publicly traded companies related to trading and prediction markets, covering financial exchanges, event contracts and prediction markets, cryptocurrency exchanges, and financial data companies. The fund does not directly invest in cryptocurrencies but can gain indirect exposure through related companies. It is still in the preliminary prospectus stage, and the SEC has not yet approved or rejected it.

The world model company Reactor, founded by a former Apple Vision Pro technology director, has officially come out of stealth, completing approximately $59 million in seed and Series A funding, led by Lightspeed Venture Capital and others. The funds will be used to accelerate the infrastructure for world models and global deployment, enabling developers to stream real-time world model feeds to applications within 10 lines of code. The goal is to reduce latency to within 50 milliseconds and provide a unified development interface. Team members come from Apple, Meta, Google, Luma AI, Netflix, and more.

Garrett Jin pointed out that geopolitics is tied to the US dollar, with the Iran-Hormuz situation unresolved, and the White House denying peace agreements; U.S. Treasury yields remain at a 19-year high of 5.07–5.18%.
A market reversal requires two catalysts to coincide (credit, central bank policies, or geopolitics).
AI capital expenditure is spreading from the U.S. to Asia, with ByteDance potentially investing $70 billion this year, and Tencent and Alibaba also increasing spending.
AI competition has risen to a matter of sovereignty.

ME News report: On May 27 (UTC+8), South Korea’s cryptocurrency trading volume has fallen to about one-tenth of the trading volume of the Korea Composite Stock Price Index (KOSPI). This trend began with the crypto market crash in October 2025 and South Korea’s stock market continuously setting new highs. As of now, the trading ratio between the five largest South Korean won cryptocurrency trading platforms and KOSPI is only 8%, while it was as high as 323% in December 2024. Market weakness started in the second half of last year. In August 2025, the trading volumes of the two markets were similar, but in October, cryptocurrencies plunged due to futures liquidations, while KOSPI benefited from continued growth in the semiconductor industry and government policies. Compared with August 2025, the won market’s trading value fell by 71% in May 2026, while KOSPI rose by 243%. In addition, the Bitcoin “Kimchi Premium,” which reflects market activity, has been mostly negative since March, indicating weakness in the South Korean market.

ME News Report, May 16 (UTC+8), on the evening of the 15th local time, a senior Israeli official stated that Israel is preparing for an imminent resumption of military operations against Iran, which could "last for days or even weeks." The official said, "The Americans understand that negotiations with Iran are making no progress." He added, "We are preparing for battles that could last for days or even weeks, and are awaiting President Trump’s final decision. We will know more within the next 24 hours." (Source: ODAILY)

According to Mars Finance, the 25-year-old Wall Street AI stock genius Leopold Aschenbrenner's Situational Awareness LP's holdings generally increased this morning in Q1 2026, with SNDK up 7.5%, IREN up 5.19%, CLSK up 7.26%, RIOT up 6.47%, CORZ up 4.39%, CRWV up 0.38%.
New positions in Q1 TE rose 29.33%, HIVE rose 0.74%.

BlockBeats News: On May 26, 5, the official announcement said that Sharplink Gaming (SBET) has announced that it will be included in the Russell 2000 Index and the Russell 3000 Index.


The inclusion will officially take effect at the opening of the U.S. market on June 29, 2026, at which time the Russell indices’ semi-annual rebalancing adjustment will be completed.

Xiaomi announces Q1 2026 performance: revenue of 99.14 billion yuan, adjusted net profit of 6.1 billion yuan, R&D investment of 9 billion yuan, up 33.4% year-over-year. In the AI field, at least 16 billion yuan was invested this year, with over 60 billion yuan planned for the next three years. Regarding foundational models, the MiMo-V2.5-Pro intelligent index and Agent index rank first among globally open-source large models. The MiMo large model helps Hermes Agent top the global call volume charts, becoming the leading contributing model.

Lbit Mining Pool founder Jiang Zhuoer said that Ethereum was sold for $2,420, representing 25% of its spot holdings. After selling on April 8, it has now sold 50% of its holdings, with an average price of about $2,331. He also clarified that the “short Ethereum at $2,242” remark on the 8th was inappropriate, and noted that Trump is lying, Iran has not opened the Strait of Hormuz, and that shipping-tracking data shows most ships have turned around and returned; the market will be repriced accordingly.

CryptoWorld News reports that the Polish military has stated that due to Russian long-range air force operations against Ukraine, Polish military aviation is conducting missions in its own airspace.

Mars Finance News, May 22 — According to Onchainlens monitoring, a newly created address withdrew 684k HYPE tokens from Coinbase in the past two days, worth approximately $40.7 million.

Mars Finance News, May 21 — SpaceX announced in its S-1 registration statement filed with the U.S. Securities and Exchange Commission (SEC) that it will allow phased unlocking of shares before the 180-day lock-up period expires, with the phases linked to company profitability, stock price, and timing milestones. On January 13, 2026, the board approved the grant of 1 billion performance-based Class B common restricted shares to Elon Musk. Today’s report states that SpaceX has officially filed for an IPO, with Musk retaining 85.1% of voting rights.