麦格理集团全球外汇和利率策略师特里·维兹曼表示，美国通过封锁霍尔木兹海峡、提高本国石油产量以及发出美国实施石油出口禁令的潜在威胁，在与伊朗的博弈中建立了更大的经济优势，进而也获得了更大的政治优势。如果美伊之间的僵局在未来几天内仍未结束，那么它仍有可能在第二季度或第三季度初得到解决。这种相对的“隔离”让美国在近期与伊朗的幕后谈判中占据了巨大优势。(金十)

纽约梅隆银行已与 Finstreet 及 ADI Foundation 合作在阿布扎比全球市场建立受监管的数字资产基础设施。该计划初期侧重于比特币和以太坊托管服务，未来将扩展至稳定币和代币化资产。纽约梅隆银行目前管理资产规模达 59 万亿美元，是全球最大的托管银行。其执行副主席 Hani Kablawi 表示，该行正利用其在资本市场的规模优势连接传统与数字金融生态系统。

BNY, managing approximately $59 trillion in assets under custody and administration, is extending its digital asset custody services to the UAE. According to NS3.AI, this expansion is in collaboration with local partners Finstreet and ADI Foundation within the Abu Dhabi Global Market, a financial free zone attracting crypto firms and blockchain projects. Initially, the focus will be on providing custody for Bitcoin and Ether, with future plans to include stablecoins and tokenized assets.

瑞士外交部发言人 Melanie Gögelmann 表示：“瑞士已准备好主持旨在解决美伊冲突的谈判。”此前，该国城市日内瓦被列为伊美签署谅解备忘录后可能举行谈判的地点。Melanie 称：“瑞士始终随时准备提供其良好服务，瑞士愿意支持任何旨在促进和平的外交倡议。我们与冲突所有相关方均保持着联系。”(金十)

1.以太坊现货 ETF 昨日总净流入 1157.04 万美元，持续 4 日净流入；2.比特币现货 ETF 昨日总净流入 4633.06 万美元，持续 5 日净流入；3. TON 生态代币普涨，TON 涨超 32%；4. Arthur Hayes：流动性而非监管利好才是推动比特币上涨的核心因素；5. 特朗普晒出“战争时长图” 称“伊朗行动”只用时 6 周；6. EricTrump 联合创立的 American Bitcoin 一季度净亏损 8180 万美元；7. Bithumb 将上线 EdgeX 韩元对；8. Upbit 将上线 B3 韩元对。

On May 7, Trade xyz experienced a significant increase in trading activity on the Hyperliquid platform, according to BlockBeats On-chain Detection. The trading volume of traditional asset mapping contracts deployed through the HIP-3 protocol rose by 30.4% compared to the previous week, reaching $3.3 billion. Additionally, the overall position size saw a modest growth of 4.78%, amounting to $2.21 billion. The structure of traditional asset holdings showed some divergence. Due to the ongoing decline in oil prices, positions in WTI and Brent crude oil were significantly reduced, with a combined weekly decrease of 59%, resulting in a current contract value of $539 million. Meanwhile, the strong upward movement in U.S. stocks supported the maintenance of high overall position levels. The S&P 500 index contracts attracted increased capital inflows as they rose, making it the fourth-largest holding on the Hyperliquid platform.

The $2.67 billion antitrust settlement involving Blue Cross Blue Shield has reached the payout stage, yet no payments had been distributed as of May 2026. According to NS3.AI, after deducting fees and administrative expenses, approximately $1.9 billion is available for distribution among roughly 6 million claims. Payments calculated to be $5 or less will not be issued.

Binance Blog published a new article, introducing Binance's latest feature, Merchant Vouchers, designed to enhance seller engagement and promote ads in the P2P marketplace. This innovative tool allows verified P2P merchants to create and manage customized rebate campaigns, integrating vouchers directly into both new and existing ads. The introduction of Merchant Vouchers aims to provide sellers with a straightforward method to increase P2P traffic by incentivizing orders, making it easier for sellers to attract first-time buyers and retain existing customers. Binance P2P Merchant Vouchers are a customizable rebate tool available exclusively to verified merchants. This feature empowers merchants to create targeted campaigns directly on their P2P ads, offering rewards that encourage buyers to select specific listings the merchants wish to promote. By giving sellers full control over their promotional strategy within the Binance P2P platform, merchants can create customized rebate campaigns directly on their P2P ads, rewarding buyers and attracting more orders. This direct, in-platform approach allows sellers to stand out, drive volume, and build a loyal customer base. The Merchant Vouchers tool is particularly beneficial for merchants aiming to attract new buyers or reward loyal customers. It places promotional control firmly in the hands of merchants, enabling them to design and launch rebate campaigns on their own terms, without relying on platform-wide events. By offering buyers a direct incentive at the point of trade, merchants can expect increased engagement on their ads, including interest from first-time buyers who might otherwise scroll past. In a competitive P2P marketplace, Merchant Vouchers provide a concrete edge by attracting first-time buyers and rewarding loyal customers, thus fostering long-term relationships. Creating a Binance P2P Merchant Voucher involves accessing the Merchant Portal, clicking on the Vouchers section to access the Vouchers Dashboard, and then creating a new voucher campaign by completing all required fields, including target audience, reward coin, rebate type, total budget, and expiry date. Once all fields are complete, the voucher is applied to the ad, and the campaign launches immediately. For new P2P ads, a voucher can be attached during ad creation by selecting an available voucher in the Rewards section. For buyers, some vouchers are designated for new customers only, while others are for returning buyers. The reward amount and currency depend on the merchant's voucher campaign settings. When browsing P2P listings, buyers should look for ads with a voucher indicator, which signifies that a reward is attached to that ad. Upon order completion, rewards are automatically credited to the buyer's Funding Account, with no manual claim required. This seamless integration within the Binance P2P interface ensures a secure and familiar experience for both merchants and buyers.

Saturn, a DeFi yield protocol, announced plans to allocate up to 5% of its initial token supply to participants of its first season. According to Foresight News, the distribution will be based on the Gravity points held by users at the end of the season, which is set to conclude on August 8 or when the project reaches its capacity limit, whichever comes first. Gravity points are earned through protocol activities and do not hold monetary value, asset rights, or transferability. The allocation is contingent upon the successful launch of Saturn's governance token, and all terms are not binding or guaranteed. This distribution will not be available to users in the United States, EEA, United Kingdom, or sanctioned regions.

Stablecoins are on the brink of mainstream acceptance, driven by adoption from major technology firms, a development that Bitwise suggests could propel the market towards a $4 trillion valuation by the decade's end. According to Cointelegraph, Bitwise's chief investment officer, Matt Hougan, highlighted the recent use of stablecoins by companies like DoorDash and Meta as pivotal. Hougan described these initiatives as potentially transformative for stablecoins, despite their current limited scope and financial scale. He expressed confidence that stablecoins could eventually scale to trillions in assets and attract hundreds of millions of users. Several large non-crypto entities are experimenting with stablecoin technology. Meta recently introduced stablecoin payouts for creators in the Philippines and Colombia, while DoorDash announced on April 21 that it would offer stablecoin payments to its users, workers, and merchants. The current market value of stablecoins is just under $318 billion, but projections, including one from Citigroup in September, suggest the market could reach $4 trillion by 2030 under optimal conditions. Hougan emphasized that for stablecoins to achieve such growth, they must extend beyond their primary use in crypto trading and be adopted for everyday transactions, necessitating support from major industry players. Hougan argued that stablecoins offer businesses a cheaper and faster alternative for global payments, simplifying processes by eliminating the need for banking infrastructure and currency conversions. This simplicity is particularly valuable for global businesses managing numerous micropayments. In the U.S., confidence in stablecoin testing has increased following the passage of the GENIUS Act last year, which regulates stablecoin issuers and establishes a framework for token backing. Visa is among the companies embracing stablecoins, recently expanding its pilot to include five additional blockchains as settlement volumes grow. However, U.S. banks have expressed concerns about stablecoins, lobbying to restrict them due to perceived competition with bank deposits, which they argue could destabilize the banking system. The Senate is currently drafting legislation to regulate cryptocurrencies, including a clause that prohibits platforms from offering rewards on idle stablecoin holdings, while allowing other reward forms. Despite this, banking groups have criticized the proposed compromise, arguing it does not adequately address their concerns.

英伟达正在用真金白银，把整个 AI 产业的供应链重新洗牌。而产业链的掌控能力，已经变成了AI时代最难跨越的门槛。

“AI就业末日论”没有证据，没有想象力，也缺乏对人类的理解。

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.

AI智能体正在将人工智能行业从成本叙事转向利润叙事。高盛认为随着token消耗量即将出现跃升式增长，大规模云厂商和大模型提供商毛利率拐点或将在未来3至12个月内到来。

尽管部分美国关键立法者力争在7月4日前将法案送交总统签署，但银行业仍在全力游说扼杀《CLARITY法案》。

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.

人工智能,英伟达,芯片,能源消耗,AI的命门 不在英伟达 金色财经,看见的人很少，看见了还敢下注的人更少。

如果只用一个词解释人工智能最近几年的爆发，不是算力，不是参数，不是提示词，也不是某一个模型架构，而是蒸馏。

我们熟悉的那个旧加密时代已经落幕，未来价值只会集中沉淀在比特币、稳定币、区块链基础设施和资产代币化四大赛道。

特朗普周三表示，与伊朗达成框架协议的几率“非常大”，可能在“一周内”。伊朗正在审阅美方停战提案，美国长期坚持的两大核心诉求仍未得到解决。