At Consensus 2026, Arthur Hayes stated that the crypto industry does not rely on regulation for development; the core factors influencing Bitcoin's price are only technological reliability and fiat currency liquidity, with the latter being the true driving force. He pointed out that from quantitative easing during the Obama era and fiscal stimulus during Trump's first term to the release of reverse repurchase liquidity through short-term debt replacing long-term debt during the Biden era, each round of monetary expansion has been highly correlated with Bitcoin's rise. Hayes believes that despite the Trump administration's push for several crypto regulatory bills, Bitcoin has still fallen by about 25% in the past 18 months, indicating that regulatory benefits do not directly drive price increases. He also stated that the Trump family's past experiences with debanking, asset freezes, and lawsuits may have made them more aware of Bitcoin's value as an asset free from state control. Hayes concluded that if Bitcoin ultimately evolves into a regular financial product on bank balance sheets, it will lose its original meaning.

AMD CEO Lisa Su has projected a significant increase in the CPU market size, doubling the forecast to over $120 billion by 2030. According to Jin10, Su attributed this adjustment to the surge in demand for central processing units driven by advancements in AI agent technology. "Agents play a crucial role in the progression of AI applications, and we are excited to be at the core of this process," Su stated. She emphasized the shift in workload dynamics, noting that communication with major clients over the past 90 days has clarified demand trends. As AI applications become more centralized, the need for computing power has evolved, leading to a resurgence in CPU demand. Despite trailing behind Nvidia in the GPU market, AMD remains a leading CPU manufacturer, essential for executing inference tasks.

According to an official announcement, Bitget has launched USDT-based BILL perpetual contracts with leverage ranging from 1x to 20x. Contract trading on bots will also be available simultaneously.

On May 7, a new wallet named runecrypto.eth was created, according to BlockBeats On-chain Detection. The wallet spent 34.7 ETH to acquire 375,046 sato tokens. This transaction has resulted in a profit of $443,000.

White House Chief of Staff Susie Wiles announced that the U.S. government will maintain a neutral stance in the development of artificial intelligence, avoiding favoritism in selecting winners and losers within the industry. Bloomberg posted on X, highlighting this as a significant indication from a key aide to U.S. President Donald Trump. The statement comes as the administration is gearing up to introduce new policy directives concerning AI. This approach underscores the government's commitment to fostering a balanced and competitive environment for AI innovation, ensuring that no particular entity or technology is given undue advantage. The forthcoming policies are expected to shape the landscape of AI development in the United States, promoting fair competition and encouraging diverse advancements in the field.

Major South Korean banks and financial firms were questioned by S&P and Moody's in March and April regarding their preparedness for digital assets. According to NS3.AI, S&P inquired about the risks, opportunities, and strategies of these banks as South Korea plans to introduce a central bank digital currency (CBDC) and stablecoins. Moody's has reportedly included questions about digital asset capabilities in its preliminary questionnaire for the first time this year.

Bank of America released a report on May 7, stating that HSBC Holdings and Standard Chartered Group will hold investor conferences in Hong Kong from May 19 to 21. According to Jin10, the event is expected to serve as a positive catalyst for both banks, as management will highlight strong operational trends in Asia, particularly in wealth management and capital markets. The report emphasizes HSBC's competitive edge in the Asian market, citing its quality deposit business and effective management strategies that enhance its competitive advantage. Bank of America maintains a 'buy' rating for HSBC with a target price of HKD 158.25. Meanwhile, the bank assigns a 'neutral' rating to Standard Chartered's UK shares.

Strategy executive chairman Michael Saylor has announced that the company is prepared to sell part of its Bitcoin holdings for the first time, marking a sharp shift from the firm’s vow of “never sell” stance that helped define corporate Bitcoin accumulation over the past years.

According to Foresight News, Lookonchain monitoring has revealed that two major Bitcoin holders sold 2,521 BTC approximately seven hours ago, generating significant profits. One address, starting with bc1qlu, purchased 1,470 BTC three weeks ago at a price of $74,448 per coin and sold them seven hours ago, earning a profit of $10.23 million. Another address, starting with bc1qyh, bought 1,051 BTC five days ago at $78,325 per coin and sold them seven hours ago, making a profit of $3.24 million.

AI agents are shifting the AI ​​industry's narrative from one of cost to one of profit. Goldman Sachs believes that with a surge in token consumption, the gross margin inflection point for large-scale cloud vendors and large-model providers may arrive within the next 3 to 12 months.

U.S. President Donald Trump recently shared a social media post featuring a chart that highlights the duration of the 'Iran operation,' which is marked as lasting six weeks. According to NS3.AI, Trump urged readers to 'study this chart carefully,' as it compares the Iran operation's timeline with other U.S. military engagements. The chart lists the Afghanistan war at 543 weeks and the Iraq war at 457 weeks, providing a stark contrast in the length of these conflicts.

Despite efforts by some key U.S. lawmakers to get the bill to the president’s signature by July 4, the banking industry is still lobbying hard to kill the Clarity Act.

Anthropic CEO Dario Amodei announced at the Code With Claude developer conference in San Francisco on Wednesday that the company experienced an 80-fold increase in revenue and AI usage in the first quarter, surpassing expectations. According to ChainCatcher, the company had initially planned for a tenfold annual growth, but the actual growth rate exceeded projections, leading to a strain on computing resources. Anthropic's annualized revenue grew from nearly $1 billion at the end of 2024 to $9 billion by the end of the year, and by early April this year, it had surged to $30 billion. The strong demand for Claude Code and work agents nearly fulfilled the company's annual forecast last month. To alleviate the pressure on computing resources, Anthropic signed agreements with Amazon and Google over the past month for a combined 10 gigawatts of computing power. On Thursday, the company announced plans to utilize all computing resources from xAI's first data center, Colossus 1, located in Memphis, within the next month. Amodei stated that the company will continue to acquire as much computing power as possible.

A researcher says Google Chrome can quietly download a 4GB Gemini Nano AI file to users’ devices without clear permission. If deleted, it may be reinstalled unless the feature is turned off in Chrome settings.

Artificial intelligence, Nvidia, chips, energy consumption, the Achilles' heel of AI is not Nvidia. Golden Finance: Few see this, and even fewer dare to bet on it.

If you had to explain the recent explosion of artificial intelligence in just one word, it wouldn't be computing power, parameters, prompt words, or even a particular model architecture, but rather distillation.

The old era of crypto that we are familiar with has come to an end. In the future, value will only be concentrated in four major areas: Bitcoin, stablecoins, blockchain infrastructure, and asset tokenization.

Trump said on Wednesday that the chances of reaching a framework agreement with Iran are "very high," possibly "within a week." Iran is reviewing the US ceasefire proposal, and the two core demands that the US has long insisted on remain unresolved.

Jinse Finance launches its daily cryptocurrency and blockchain news bulletin, "Jinse at 8 AM," issue 3049, providing you with the latest and fastest news on the digital currency and blockchain industry.

Buying Circle stock does not actually mean you have "stablecoin exposure".