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The New York State Department of Financial Services (NYDFS) and the European Banking Authority (EBA) signed a 22-page Memorandum of Understanding, under which both parties will share supervisory information and confidential data related to stablecoin regulation, including market risks, operational or financial crises, as well as civil and criminal investigation information. According to the agreement, if a regulated institution experiences serious operational or financial issues, both parties will promptly notify each other and coordinate response measures. The agreement is not legally binding and applies to institutions within the NYDFS's regulatory scope. This cooperation comes at a time when European regulators are increasingly focused on the de-pegging risks of stablecoins and their impact on financial stability. (Decrypt)

BlockBeats reports that Polymarket has completed its first institutional bulk transaction related to artificial intelligence computing infrastructure, amounting to a six-figure USD sum, carried out by FalconX and Anera Labs, with the contract linked to the Ornn Compute Price Index, tracking the leasing price of NVIDIA H100 GPUs. Polymarket states that this move demonstrates the potential for institutions to hedge GPU computing exposure.

BlockBeats reports that PeckShield states there were 40 major security incidents in the cryptocurrency industry in May 2026, with total losses of approximately $81.7 million, down 87.4% from April. Cross-chain bridges/cross-chain transfers remain the biggest risk, with 8 related attacks in May causing losses of about $33.28 million, accounting for 41% of total losses. The top ten incidents include SUPERFORTUNE888 and others, indicating an overall decline in May, but the risk of cross-chain infrastructure remains high.

Serenity is once again bullish on Sivers Semiconductors, focusing on future growth rather than short-term contract revenue. The opportunity pipeline has grown by 77%, reaching $799 million, with an extraordinarily strong quarter-over-quarter growth rate. The company expects this growth to continue to accelerate as it advances photonics/laser mass production in AI data centers, validating the logic behind photonics mass-production growth. The next step will be to focus on organizing and indexing the earnings call transcript; it will be a key signal for judging future trends, and the overall outlook is very positive.

According to The Financial Times, crypto treasury companies are shifting to a new type of high-risk equity instrument to raise cash quickly. These companies often emulate the Strategy model, using cryptocurrencies like Bitcoin as core reserves, and previously relied on equity premium issuance and convertible bond financing. However, as the market cools and Bitcoin performance remains weak, they are beginning to adopt more risky financing methods such as PIPE (private investment in public equity), discounted equity issuance, and structured equity products to inject liquidity and continue accumulating crypto assets. Industry insiders point out that while this move can temporarily ease funding pressures, it also exacerbates concerns over shareholder dilution, stock price volatility, and systemic risks.

CryptoWorld News reports that Polymarket has released a new prediction about the probability of whom Trump will meet in June.

Crypto World News reports that the French Financial Markets Authority (AMF) has warned crypto companies that they must obtain MICA licensing before June 30, or they will be forced to exit the market. AMF Chair Marie-Anne Barbat-Layani stated that crypto companies must complete their licensing applications before the deadline. Unlicensed crypto companies must become MICA compliant within 33 days or prepare an orderly exit plan so that customers can recover or transfer their crypto assets. France's transition period will end on July 1, 2026, after which only authorized crypto asset services will be permitted.

ME News April 18 reported that the volatility in the Middle East caused Bitcoin to fall back to around $76k. Iran had previously opened the Strait of Hormuz, causing further pressure, but later closed the channel, reversing market sentiment. This round of liquidations involved approximately 168,336 people, totaling $762 million, with short squeeze amounting to about $593 million. The weekly trend still shows an increase of about 4.5%, with attention on the $76k support level. If it closes above or breaks through this level, the upward trend may continue; otherwise, it could return to the consolidation range since March.

ME News said on April 18 that volatility in the Middle East caused Bitcoin to retreat to about $76k. Iran had previously reopened the Strait of Hormuz, putting additional pressure, but later closed the passage, reversing sentiment. This round of liquidations involved about 168,336 people, with a total amount of $762 million; the short squeeze was about $593 million. The weekly chart is still up by about 4.5%. Watch the $76k support level—if it closes above this level or breaks through it, the rally may continue; otherwise, it may return to the consolidation range that has been in place since March.

Yardeni believes that the valuation of the U.S. stock market is not a bubble but is based on the sustained growth of corporate profits. If the U.S. does not enter a recession in the next few years, a forward P/E ratio of approximately 20-22 times for the S&P 500 is reasonable. Although the rapid rise in semiconductor stocks signals some overheating, he remains optimistic in the long term, expecting the S&P 500 to reach 10,000 points by the end of this decade, with about 33% upside potential.

ME News Report, May 16 (UTC+8), Jinshi Data, that the United States has rejected Iran's written proposal of the "14 Points" to end the war. The report states that the U.S. government has responded to the above written proposal, rejecting Tehran's plan and "reaffirming its hardline stance," especially on nuclear issues. Iran's proposed plan is based on a two-stage negotiation process: the first stage aims to end all front-line wars; if Iran's conditions are met, a second stage of negotiations on nuclear issues will be initiated. (Source: Jinshi)

Y Combinator CEO Garry Tan recently open-sourced the personal knowledge base tool GBrain, aimed at solving the problem of scattered knowledge bases. It can import from a total of 342 Markdown files, including code repositories, Obsidian vaults, and meeting notes, and achieves searchability after chunking, vector embedding, and indexing. The article does not disclose details about the architecture implementation, performance metrics, or open-source license.