News linked to both this project and an event.
Odaily ARK Invest stated that SpaceX's upcoming IPO could become a historic capital markets event, with the company's overall valuation potentially approaching the $2 trillion level. Brett Winton, Head of Portfolio and Research at ARK, said on CNBC that SpaceX's IPO is priced at approximately $135 per share, corresponding to a valuation of around $1.77 trillion, and plans to list on Nasdaq on June 12.Winton pointed out that SpaceX's core value comes not only from its rocket launch business but more so from its rapidly expanding satellite internet network, Starlink. This network currently has a bandwidth capacity of approximately 500 Tbps, generating an annual revenue of around $13 billion. It is expected to significantly reduce launch costs with the Starship rocket, accelerating satellite deployment and network expansion. He believes that as AI applications proliferate rapidly, the demand for global communication and computing infrastructure will further increase, positioning SpaceX as a key infrastructure provider in this trend. ARK also estimates that the AI foundation model industry could create between $15 trillion and $20 trillion in enterprise value by 2030.Currently, ARK holds approximately 11.4% of SpaceX's private shares through its venture capital strategy and considers it one of its core long-term holdings. The fund has risen about 15% so far this year, with gains exceeding 70% over the past 12 months. (CNBC)
: The Zcash Foundation has released version 4.5.0 of its node client, Zebra. This update includes multiple security fixes, addressing a critical consensus vulnerability and several high-severity Denial of Service (DoS) issues. All node operators are strongly urged to upgrade immediately.Key fixes in this release include a sigop counting error in P2SH script parsing (which could cause a consensus fork with zcashd), a logic flaw in NU5 block validation caching, a crash risk related to transparent address balance overflow, along with multiple crash and resource exhaustion vulnerabilities in RPC interfaces and mempool processing. The Foundation stated that some vulnerabilities could be exploited by malicious nodes, leading to node stalls, restart loops, or even permanent stoppage.Additionally, this version adds support for ZIP-213 (enabling shielded coinbase outputs to Sapling) and optimizes network performance and security boundaries. This includes limiting resource allocation during the pre-handshake phase, fixing risks related to multi-threaded queue abuse, and enhancing the misbehavior scoring mechanism.The Zcash Foundation stated that this update addresses over 80 security reports from the ZCG Vulnerability Disclosure Program (spanning April to May 2026), covering multiple layers including consensus security, memory management, RPC processing, and the P2P network attack surface. Officials emphasized that there is no alternative to this upgrade; upgrading is the only way to ensure nodes do not experience a chain split and remain secure.
SUPERFORTUNE AI released a 24-hour investigation update stating that the May 27 GUA security incident was not, as previously suspected, address poisoning—but rather resulted from the leakage of private keys belonging to multi-signature signers. The attacker then forged valid signatures pointing to a malicious address and exploited the “premium address” feature—where the malicious address shared the same first four and last four characters as the legitimate address—to mislead the remaining signers into completing the signing process via the Safe interface.
during a recent Senate Banking Committee hearing, substantial progress was achieved in advancing the Digital Asset Market Clarity Act (CLARITY Act). The bill passed with a 15-9 vote, moving to the full Senate for consideration.Several bipartisan lawmakers emphasized during the discussions that the United States urgently needs to establish a unified regulatory framework for digital assets, clarifying asset classification, trading platform oversight, and market structure rules to provide long-term certainty for the industry. Angela Alsobrooks pointed out from a family perspective that younger generations show a natural interest in digital assets, and the regulatory system should strike a balance between "opportunity and protection" to prevent technological development from escaping regulatory oversight. Tim Scott stressed the need to advance legislation from the standpoint of economic opportunity and the American Dream, while Cynthia Lummis noted that the legislative process has already demonstrated a clear foundation for bipartisan cooperation.Supporters argue that digital assets have become an irreversible trend, with approximately 68 million Americans currently holding related assets. However, a significant volume of transactions still occur on overseas platforms, underscoring the urgent need for the U.S. to establish a domestic regulatory framework to enhance market transparency and investor protection. Analysts point out that the CLARITY Act is seen as a crucial complement following stablecoin-related legislation (the GENIUS Act). Without supporting rules at the market structure level, the U.S. risks losing its dominant position in the competition for digital financial infrastructure.As the bill advances to the full Senate, observers are closely watching whether it can complete final legislation based on bipartisan consensus, thereby establishing the core rules of the U.S. digital asset regulatory framework. (CoinDesk)
Polymarket staff member Shantikiran Chanal posted on platform X, stating that they have taken note of the security reports related to reward distribution, and that user funds and market settlements remain safe. The investigation indicates that a private key leak occurred in a wallet used for internal operations, and the issue is not related to contracts or core infrastructure. Further updates will be provided.Previous report: ZachXBT stated that the Polymarket UMA CTF Adapter contract allegedly came under attack on Polygon, with over $520,000 having been drained.
Odaily reports, In a recent video interview with Cointelegraph, Gate Founder and CEO Dr. Han stated that the crypto industry is transitioning from a primarily speculation-driven market towards a phase focused on infrastructure development and real-world applications. Dr. Han pointed out that stablecoins, RWA, AI, and asset tokenization are becoming core directions for the industry, and that clearer regulatory frameworks (such as the CLARITY Act) are expected to further drive innovation in DeFi, payments, and on-chain finance.Dr. Han also mentioned that high user entry barriers, security risks, and liquidity fragmentation remain significant challenges facing the industry. In the future, the crypto industry will further integrate with traditional finance, playing a more important role in areas such as payments, settlement, and the circulation of digital assets.Gate continues to deepen its multi-asset and TradFi strategy. In addition to expanding into assets such as stocks, metals, forex, indices, and commodities, it has also launched Pre-IPOs with the first project, SpaceX (SPCX). At the same time, as one of the first CEX platforms to integrate Polymarket, Gate is continuously promoting the development of the prediction market ecosystem, accelerating the construction of a comprehensive trading platform that spans crypto and traditional finance.
amidst the US earnings season and the continuous advancement of AI narratives by tech giants, according to official sources from Bitget, the platform has recently added 10 new US stock contract targets. As a result, Bitget's Universal Exchange (UEX) now supports 263 US stock tokens and 81 US stock contracts. The total number of US stock-related assets tradable across the entire platform has exceeded 340.This week enters a period of密集 earnings reports and macroeconomic data releases. Through continuous expansion, Bitget aims to provide users with a wide range of cross-market asset allocation channels.3 Key Focus Targets This Week:• NVDA (NVIDIA): Will release Q1 earnings after the US market closes on May 20. The implied volatility from the options market suggests a potential single-day swing of over 7.5%. As the core of AI computing power, its performance will directly impact the overall valuation trend of the tech sector.• GOOGL (Google): Recently, at its I/O conference, Google intensively released multiple new products such as Gemini 3.5 and AI agents. The market is closely monitoring the subsequent pace of commercial implementation and revenue monetization capabilities.• WMT (Walmart): Will release Q1 earnings before the market opens on May 21. As a retail giant, Walmart's resilience during the consumer downturn cycle is under significant scrutiny. The earnings results and guidance will directly influence investors' assessment of full-year growth expectations and the stock's short-term performance.
Odaily Kelp announced on X platform that it has coordinated with multiple DeFi protocols to complete the liquidation of the attacker's positions, achieving key progress in the rsETH recovery process. Among them: Compound participated in coordination multiple times over the past four weeks, providing approximately 3,000 ETH in support, and jointly completed the liquidation with Aave, recovering a total of approximately 17,426.20 rsETH; Euler Finance liquidated the attacker's positions within its protocol and plans to return the excess ETH to the DeFi ecosystem fund.
Vitalik published an article titled “A Shallow Dive into Formal Verification,” introducing recent progress in applying formal verification to Ethereum’s cutting-edge research and development. The article states that developers can write code in Lean, EVM bytecode, or assembly language and verify its correctness via mathematically rigorous proofs that can be automatically checked—thereby improving both code efficiency and security. He notes that formal verification is especially suitable for complex yet well-defined-security systems such as STARKs, Byzantine Fault Tolerant (BFT) consensus, ZK-EVMs, and post-quantum signatures, and mentions related projects including Arklib, VCV-io, and evm-asm. The article also emphasizes that formal verification is not a panacea: it remains subject to limitations such as incorrect specification definitions, unverified code paths, hardware-level constraints, and side-channel attacks.
Bitget Wallet has announced the launch of its API management platform, now available free of charge to developers and institutional clients worldwide. The platform provides a full-stack API service encompassing same-chain swaps, cross-chain transactions, and real-time market data.Developers and institutional clients can now register for an account and apply for an API Key directly through the platform, gaining free access to Bitget Wallet's on-chain trading infrastructure without the need to build complex backend systems from scratch. Additionally, building upon its previous support for 7 public chains including Ethereum, Solana, BNB Chain, Base, and Morph, this launch adds support for HyperEVM and Hypercore. It also introduces cross-chain APIs, chain query and broadcast interfaces, and the NoGas feature, reducing transaction friction for end users. The market data API currently covers 33 public chains and over 200 mainstream tokenized stocks, and incorporates an AI risk detection module capable of identifying anomalous tokens, unusual transaction behaviors, and unstable trading routes.Built on Bitget Wallet's proprietary DEX aggregation engine, the API processes an average daily aggregated trading volume of over $20 million and carries approximately 80% of the wallet's core transaction volume. Currently, the API is deeply integrated with leading aggregators and solvers including 0x Protocol, LI.FI, CoW Swap, deBridge, Velora, and XO Swap. The launch of this management platform will further lower the barrier for developer integration, enabling more products to build everyday financial services on top of Bitget Wallet's on-chain trading infrastructure.
David Sacks stated in a post that tomorrow's consideration of the Digital Asset Market Clarity Act (CLARITY Act) is an important step towards making the United States the "global crypto capital" and maintaining its leadership in innovation.David Sacks expressed gratitude to Senate Banking Committee Chairman Tim Scott and the relevant committee for driving the compromise and advancement of the bill, while also thanking White House Crypto Czar Patrick Witt and the crypto industry for their support.He noted that currently, approximately 50 million people in the U.S. hold or use cryptocurrency, and this bill will help ensure continued innovation and development of the American crypto ecosystem for years to come.
Aethir Claw has officially launched its Model-as-a-Service (MaaS) layer, integrating API credits for cutting-edge large models from Anthropic, OpenAI, Google, and others directly into a single platform subscription. Users no longer need to individually register with external LLM providers or manage API keys; one payment covers the entire stack from VPS hosting to model inference.Going forward, Aethir Claw plans to deploy mainstream models on Aethir’s own GPU network, achieving true data sovereignty at the inference layer.Aethir is a leading platform in decentralized GPU cloud computing infrastructure. To date, the network has deployed over 430,000 GPU containers across more than 200 nodes in 94 countries globally, accumulated nearly 1.8 billion hours of computing time, and served over 150 partners and enterprise clients. Its GPU hardware spans the NVIDIA Hopper and Blackwell generations, including the H100, H200, B200, and B300.
Polish Sejm Speaker Włodzimierz Czarzasty announced the parliament has officially begun deliberations on four competing bills for crypto asset regulation, following President Karol Nawrocki's two vetoes of related legislation. The review involves legislative proposals from the government, the Presidential Office, the Poland 2050 party, and the Confederation party, with the second reading vote expected on Thursday. Key disagreements center on the scope of the Polish Financial Supervision Authority's (KNF) power to freeze accounts and the maximum penalties for violations. The president's draft sets a maximum fine of approximately 20 million zloty (about $5.5 million), while the Treasury's version raises it to 25 million zloty (about $6.9 million).Meanwhile, the opposition Law and Justice party (PiS), after withdrawing support for an earlier regulatory proposal, submitted a separate bill on Monday advocating for a complete ban on crypto asset-related activities in Poland, further complicating the regulatory debate. Speaker Czarzasty stated that the PiS ban draft will enter the deliberation process only after the four main regulatory bills are completed, and questioned the links between crypto industry funds and political activities, specifically naming potential political funders including zondacrypto. (The Block)
crypto research institution Delphi Digital has released its latest report, "How Far Can Saylor Stretch It," providing a systematic analysis of Strategy's Bitcoin (BTC) capital expansion mechanism. It indicates that the company's financing structure is transitioning from a phase of "low-cost accumulation" into one of "diminishing marginal efficiency."The report shows that within the current asset accumulation system centered on Bitcoin, STRC has become the core financing tool for Strategy's continued BTC purchases. Initially, the company relied on a significant premium in MSTR's stock price (with mNAV far exceeding BTC's net asset value) to create a positive cycle where "issuing shares meant increasing holdings." However, as valuations have receded to approximately 1.24 times the base mNAV of enterprise value, the BTC-per-share accretion effect from common stock issuance is approaching a break-even point.Meanwhile, while convertible bonds have played a crucial role historically, they have accumulated a principal of approximately $8.2 billion and face concentrated repayment pressure after September 2027, putting long-term strain on the sustainability of the financing structure.STRC provides Strategy with a continuous source of financing—used to maintain its BTC buying pace—by offering yield-seeking investors an approximately 11.5% annualized monthly dividend. However, this mechanism also introduces ongoing cash flow obligations, meaning that each round of financing simultaneously builds future dividend burdens while increasing BTC assets.The report emphasizes a key risk scenario: if BTC's price remains stagnant and MSTR's premium fails to recover, the "gains from STRC-financed coin purchases" could be progressively offset by "common stock dilution and dividend obligations." Although the company's approximately $2.25 billion cash reserve can cover its roughly $1 billion redemption pressure in 2027, its larger debt and dividend structure in 2028 remains unresolved.Furthermore, STRC's current authorized issuance limit of approximately $28.3 billion serves as a critical constraint. Once this limit is reached, the capacity for new BTC purchases may slow, yet existing dividend obligations will persist—thereby altering the overall dynamic growth trajectory of BTC per share.
privacy project Monero has released the graphical wallet software GUI version 0.18.5.0 "Fluorine Fermi". This update is a recommended upgrade version, primarily including numerous bug fixes and feature optimizations. Key highlights of this release include:Migration of the P2Pool installation path to LocalAppData on Windows systemsFix for an edge case in URI parsingProhibition of creating offline transactions in scenarios involving long payment IDsEscaping untrusted text during QR code scanning to enhance securityUpgrade of P2Pool to v4.15Numerous detail bug fixes and stability improvementsMonero officials stated that this version has been open-sourced on GitHub. Users can download and upgrade through official channels to obtain the latest security fixes and stability improvements.
: Galaxy Research Head of Research Alex Thorn stated that the U.S. Senate Banking Committee has released the first updated complete draft of the CLARITY Act since January. The new draft features significant adjustments in several key chapters, including:A substantial rewrite of Chapter I concerning definitions and the scope of the U.S. Securities and Exchange Commission (SEC) authority; the addition of Section 109 on insider trading; an update in Chapter II changing "common control" to "coordinated control"; a rewrite of Section 301 to further clarify the regulatory boundary between DeFi and CeFi; an update to Section 404 incorporating the compromise proposal from Tillis and Alsobrooks; adjustments to Section 505 narrowing the scope of SEC authority limitations in the tokenization field; and a restructuring of the bankruptcy and insolvency framework in Sections 701 and 702. Additionally, Section 904 is a new addition, namely the "Build Now Act."Alex Thorn also noted that the developer protection provisions in the Blockchain Regulatory Certainty Act, found in Section 604, remain largely intact with only minor modifications, without weakening their core protections.
Wintermute released its weekly market analysis, covering the week ending May 11. During this period, BTC broke above $80,000 for the first time since January, peaking near $83,000 and decisively crossing its 200-day moving average—a resistance level that had held for seven months. However, Wintermute noted that this rally was primarily leveraged-driven: open interest surged by $10 billion month-on-month to $58 billion, while spot trading volume hit a two-year low—classic hallmarks of a short squeeze rather than a healthy breakout. Funding rates remain skewed bearish, indicating further short-covering potential in the near term; yet covering shorts does not equate to genuine bullish consensus. Looking at medium- to long-term fundamentals, institutional buying logic remains intact: BTC ETFs posted $623 million in net inflows for the week; Morgan Stanley’s BTC ETF attracted $194 million in its first month with zero net outflows on any single day; and BTC reserves held on exchanges remain at a seven-year low. Nevertheless, Wintermute cautioned that the RSI has entered overbought territory, and if spot buying fails to materialize after the squeeze concludes, prices face significant risk of a rapid correction. On the macro front, the Nasdaq rose 4.5% and the S&P 500 gained 2.3% for the week—both hitting all-time highs. Nonfarm payrolls significantly exceeded expectations (115,000 vs. forecast 65,000). U.S.-Iran negotiations collapsed, with Iran demanding sovereignty recognition and reparations—terms rejected by Trump. Oil prices swung violently between $88 and $113 per barrel during the week, yet equity markets reacted indifferently. Key events to watch this week:
Odaily Coinbase CEO Brian Armstrong plans to meet with U.S. Republican senators this Wednesday, on the eve of a key committee vote on the CLARITY Act scheduled for Thursday by the Senate Banking Committee.Reports indicate the latest draft of the bill exceeds 300 pages, covering mechanisms for stablecoin reward programs, DeFi protection clauses, and federal regulatory standards for digital assets. Previously, Coinbase had withdrawn its support for the bill due to restrictions on stablecoin yield and DeFi protections. However, after revisions driven by Senators Thom Tillis and Angela Alsobrooks, Armstrong has recently softened his stance, stating the industry "didn't get everything it wanted, but the core demands were preserved."Currently, U.S. banking organizations continue to lobby for tighter stablecoin provisions, while some Democratic lawmakers are demanding the inclusion of conflict-of-interest clauses to restrict government officials from engaging in crypto-related business. Market participants are closely watching the outcome of this week's committee deliberations, which could determine whether the first comprehensive U.S. crypto regulatory framework can advance toward enactment by the end of 2026. (FinanceFeeds)
Odaily Planet Daily reported that Galaxy Digital stated that 7 Democratic senators on the U.S. Senate Banking Committee may play a crucial role in advancing the CLARITY Act. The bill will enter committee review this Thursday; if it passes, it will be submitted for a full vote in the Senate.Galaxy listed Ruben Gallego and Angela Alsobrooks as "pro-crypto framework" senators, and considers Mark Warner, Catherine Cortez Masto, Andy Kim, and Raphael Warnock as "negotiable," potentially supporting the bill after the inclusion of additional anti-money laundering and risk control provisions.The report noted that the Senate Banking Committee has 24 members, consisting of 13 Republicans and 11 Democrats. The bill needs at least a majority of support to proceed to the next stage. Coinbase's policy head previously stated that the CLARITY Act ultimately needs at least 60 votes and bipartisan support to become law. (Cointelegraph)
JustLend DAO has officially launched Governance Proposal #39, proposing the addition of an HTX market to integrate $HTX into the platform’s lending market. Key elements of the proposal include: configuring a price oracle for HTX/TRX, supporting the jHTX token, setting the collateral factor at 50%, and setting the reserve factor at 30%. If the proposal passes voting, HTX holders will be able to earn yield by supplying HTX or use it as collateral to borrow other assets—further enhancing capital utilization efficiency within the ecosystem.