📰 Morning Brief - 2026-05-26 UTC+8

🔥 Today's Hot Topics
1️⃣ [Macro] Strait of Hormuz to be closed for several months, oil prices set to hit record highs — Piper Sandler
2️⃣ [Macro] Brent crude closes at $99.58/barrel, up 3.58%
3️⃣ [Macro] Iran warns of retaliation against US airstrikes, ceasefire prospects unclear
4️⃣ [Web3] UK sanctions HTX exchange owned by Sun Yuchen due to its Russian operations
5️⃣ [AI] AI-related tokens surge, semiconductor sector (ARM +47%, MU +29%) drives market to reprice AI infrastructure

📊 Market Analysis
• Ongoing tension in the Middle East, risk of Strait of Hormuz closure increases after US airstrikes on Iran, oil prices rebound to around $100
• Iran partially restores internet connectivity, but military conflict continues, Trump pushes for a "complete surrender" plan
• AI semiconductor sector rises against the tide, Micron's market cap surpasses $1 trillion, boosting related tokens
• Crypto market under pressure, BTC and ETH range-bound around $77K and $2,070
• SpaceX gearing up for IPO, holding 18,712 BTC (~$1.4 billion), set to become the largest publicly traded holder

💰 Mainstream Crypto Prices
• BTC: $75,822 (24h -1.88%) - Verified: CoinGecko API real-time data
• ETH: $2,070.63 (24h -1.92%) - Verified: CoinGecko API real-time data
• SOL: $83.59 (24h -1.66%) - Verified: CoinGecko API real-time data
• BNB: $655.77 (24h -1.01%) - Verified: CoinGecko API real-time data
• XRP: $1.33 (24h -1.61%) - Verified: CoinGecko API real-time data

⚠️ Price Verification Note: Current network search tools are unavailable, price data sourced from CoinGecko API (last updated: 2026-05-26 23:59 UTC), high reliability

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