钱峰雷故事会

$BTC $ETH $BNB #美国初请失业金22.5万人 #美伊冲突加密市场大规模清算 #FOFO #FOFO区块链第一股 #FOFOAI

Aren't we all in the green? Why aren't you guys stoked?
You ain't still DCA'ing into crypto, are you...?

$BTC $ETH $BNB #纳指跌4.18%创逾一年最大单日跌幅 According to CoinDesk, security engineer Taylor Hornby, who discovered a serious vulnerability in Zcash using the Anthropic Opus 4.8 AI model, has added Monero (XMR) to the audit queue and plans to conduct security reviews on more privacy coin projects in the future.

Hornby previously uncovered a critical flaw in the Zcash Orchard privacy pool on May 29, which had remained undetected since May 2022, potentially allowing attackers to infinitely mint undetectable fake ZEC. The development team at Shielded Labs completed an emergency fix by June 1 and subsequently disclosed the details of the vulnerability. Following the news, ZEC plummeted 38% within 24 hours, with the market fearing that attackers may have exploited the loophole to siphon funds from the privacy pool without leaving any on-chain traces.

Hornby noted that he was commissioned by the non-profit organization Shielded Labs in April to identify protocol vulnerabilities before attackers could exploit them. Despite having the means to profit from the flaw, he chose to report the issue to the development team, stating, "I can't accept such a betrayal." Additionally, Hornby plans to apply for funding from the Zcash community to support ongoing security research efforts.

Getting better and better

$BTC $ETH $BNB #Zcash紧急修复关键漏洞 #Anthropic申请IPO #美国5月ADP就业数据超预期 #LAB代币暴跌77%蒸发60亿美元

Hyperliquid's perpetual contract market share hits an all-time high, but pure crypto trading volume has plummeted year-over-year.

According to TechFlow on June 4, The Block reports that in May 2026, Hyperliquid's monthly perpetual contract trading volume accounted for 6.63% of the global centralized exchange market share, marking a historic peak; meanwhile, Binance's market share also rose to a historic high of 14.4%. Notably, the HIP-3 framework saw a single month trading volume surpassing $62 billion, with an open interest size reaching $3 billion.

Despite the impressive performance of HIP-3, Hyperliquid's pure cryptocurrency trading volume has significantly declined year-over-year, consistent with the pressure faced by other exchanges due to the overall market slump.

https://www.techflowpost.com/zh-CN/newsletter/124460

$BTC $ETH $BNB #币安推出美股交易 #Cardano生态平台接连关停 #英国央行提议数字货币持有上限 #美制裁伊朗交易所没收10亿美元 I'm cautiously optimistic about the early signs of a new bull run for Bitcoin, but this time is different from the previous ones. Fundamentally, we have the "Clarity Act" in play, and the CFTC/SEC are racing to legitimize crypto. Historically, aside from Saylor, we've lacked the "animal spirits" driven demand. Hyperliquid is performing exceptionally well, becoming a major gravity well, especially as they launch into non-crypto markets (oil, gas, Pre-IPO stocks). We're also starting to see crypto x AI tokens performing well, which I believe is the most promising new sector. I've mentioned this multiple times in my recent tweets. Venice is generating huge excitement in AI inference, and that should...
I'm cautiously optimistic about the early signs of a new bull run for Bitcoin, but this time is different from the previous ones. Fundamentally, we have the "Clarity Act" in play, and the CFTC/SEC are racing to legitimize crypto...
💡 Shape your market perspective
📣

$BTC $ETH $BNB #以太坊质押比率创历史新高 #Strive募资42亿美元增持BTC #美国ISM制造业价格低于预期 #日本自民党推动加密ETF与日元稳定币 #伊朗宣布封锁霍尔木兹海峡 I'm cautiously optimistic about the early signs of a new bull market for Bitcoin, but this time it's different from previous cycles. Fundamentally, we have the Clarity Act, and the CFTC/SEC are racing to legitimize crypto. Historically, aside from Saylor, we've lacked that 'animal spirit' driven demand. Hyperliquid is performing exceptionally well, acting as a major gravitational center, especially with their upcoming launch into non-crypto markets (oil, gas, Pre-IPO stocks). We're also starting to see crypto x AI tokens perform well, which I believe is one of the most promising new fields. I've talked about this multiple times in my recent tweets. Venice is driving huge excitement in AI reasoning, which should...
I'm cautiously optimistic about the early signs of a new bull market for Bitcoin, but this time it's different from previous cycles. Fundamentally, we have the Clarity Act, and the CFTC/SEC are racing to legitimize crypto...
💡 Shape your market view
📣

$BTC $ETH $BNB #野村Laser获OCC信托银行许可 #Cardano2026峰会因投票不足取消 #野村获美国加密信托银行批文
I'm cautiously optimistic about the early signs of a new bull run for Bitcoin, but this time it's different from previous cycles. Fundamentally, we have the Clarity Act in place, and the CFTC/SEC are racing to legitimize crypto. Historically, aside from Saylor, we’ve lacked that 'animal spirit' driven demand. Hyperliquid is performing exceptionally well and is a major gravitational center, especially when they launch into non-crypto markets (oil, gas, Pre-IPO stocks). We're also starting to see crypto x AI tokens perform well, which I believe is a highly promising new frontier. I've mentioned this several times in my recent tweets. Venice has sparked huge enthusiasm in AI reasoning, and this should...
I'm cautiously optimistic about the early signs of a new bull run for Bitcoin, but this time it's different from previous cycles. Fundamentally, we have the Clarity Act in place, and the CFTC/SEC are racing to legitimize crypto...
💡 Shape your

$BTC $ETH $BNB #美扣押10亿美元伊朗加密资产 #Solstice称机构视加密为基础设施 #AGPU签2.6亿美元GPU合同 #伊朗计划控制霍尔木兹海峡

The current market landscape is marked by the CFTC's landmark move to classify crypto perpetual contracts as foreign futures, alongside the U.S. government's aggressive seizure of $1 billion in Iranian crypto. This signals a new era of mainstream regulatory integration and enforcement. This shift occurs against a backdrop of significant market divergence: Bitcoin has faced ten consecutive days of ETF outflows, while the S&P 500 has hit record highs, suggesting a temporary decoupling from traditional risk assets. For experts in the realm of compliant inflows and outflows, these macro shifts—combined with the evolving STR requirements from Korea's FIU—underscore the urgency of tightening standard operating procedures (SOP) to prevent freezing as regulatory boundaries expand. Security remains a core concern, with actors linked to Lazarus exploiting covert malware to target financial institutions, and the Gravity cross-chain bridge suffering a $5.4 million attack, emphasizing that asset security must take precedence over liquidity. Investors should keep a close eye on the USDT/CNY premium around the 7.1 mark, as the legitimization of perpetual contracts could soon redirect substantial offshore trading volumes into compliant channels, fundamentally altering the liquidity landscape of OTC trading. Looking ahead, the collaboration between Stellar and DTCC, along with Circle's post-quantum planning, indicates that the integration of institutional-grade safeguards will make long-term compliance a key aspect of capital.

$BTC $ETH $BNB #比特币突破74000美元 #CME推出加密全天候交易 #摩根大通CEO批评CLARITY法案及稳定币 #a16z千万美元增持HYPE 🔵 22. Texas Strategy Bitcoin Reserves Shift from IBIT ETF to Direct Custody
According to TechFlow news on May 29, as reported by Cointelegraph, the Texas Comptroller's office released a tender to transition its $10 million strategic Bitcoin reserves from the BlackRock-backed IBIT spot ETF to directly held Bitcoin. The winning bidder must complete the transition of IBIT holdings to directly held Bitcoin within 60 days of contract execution and is responsible for purchasing, holding, managing, and reporting on the state’s Bitcoin and other eligible crypto assets...
💡 Changes in government-level asset custody standards serve as an important case study for researching compliant storage of large assets and settlement security.

$BTC $ETH $BNB #美国4月PCE通胀3.8%创14月新高 #AI代理挑战交易所模式 #Nakamoto跌67%合股
We're firmly stepping into an era where all assets and markets are trending towards meme-ification. As assets trade based on attention and narrative positioning, agentic investing will ramp up volatility and completely disrupt traditional wealth management. My body (and portfolio) is ready 🤠
💡 Revealing structural changes in volatility drivers, shifting from fundamentals to 'narratives and agency', helps us understand the new wave of market fluctuations.

$BTC $ETH $BNB #稳定币占比上升BTC主导地位下滑 #BTC现货ETF需求放缓风险进入高位 #BitwiseHYPEETF大笔买入1131万美元HYPE #里士满联储5月制造业指数大幅上升 Bitcoin demand has dropped to its lowest bearish level of the year, potentially creating opportunities for long-term holders
According to TechFlow news on May 25, on-chain data monitoring shows that Bitcoin spot demand has hit its most bearish level of the year, and the Bitcoin liquidity flow ratio has also fallen back to a historically significant area that marks key turning points in major market shifts. Although the short-term trend looks bearish, such environments have historically provided better entry points for long-term investors.
💡 High-density market trend analysis reveals the current state of weak demand, helping users adjust their OTC inventory strategies ahead of volatility.

$BTC $ETH $BNB #比特币逼近金叉跌至75000美元 #HYPE现货ETF十日吸收市值1.04%
The global financial landscape is undergoing a seismic shift: U.S. banks are now officially allowed to trade Bitcoin, Morgan Stanley recommends allocating 4% of assets to Bitcoin, and Visa has expanded Bitcoin payments to 175 million merchants. With institutional players flooding in, the RMB to USD exchange rate has hit a three-year high, and U.S. stock futures have also reached all-time highs. These macro factors may pressure the USDT/CNY premium and necessitate a recalibration of OTC deposit and withdrawal strategies. For high-net-worth participants, security remains a core concern. The recent transfer of $203 million worth of Bitcoin from the Satoshi era to OTC platforms, along with a $3 million hack of the Safe wallet due to vulnerabilities in the SquidRouterModule, underscores this point. Additionally, the targeted supply chain attacks disclosed by SlowMist highlight the urgent need for robust SOPs for anti-freeze measures and asset protection in an increasingly volatile environment. As Michael Saylor's aggressive buying signals a supply shock and SpaceX's Bitcoin holdings double, the current temporary dip in demand might provide a strategic window for investors prioritizing compliant and high-security asset management. As traditional and digital markets converge, stay vigilant for on-chain vulnerabilities and keep a close eye on 7.1.

$BTC $ETH $BNB #美消费者信心降至44.8连跌三月 #哈塞特称油价下跌为降息铺路 #Hassett称伊朗协议关联美联储降息 #美伊接近达成霍尔木兹海峡重开协议 #Prometheum推代币证券分销基建

Web3 Daily Briefing
2026-05-26
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The global financial landscape is undergoing a seismic shift: U.S. banks are now officially cleared to trade Bitcoin, Morgan Stanley is recommending a 4% allocation in Bitcoin assets, and Visa is expanding Bitcoin payments to 175 million merchants. As institutional players flood in, the RMB to USD exchange rate has hit a three-year high, and U.S. stock futures have also reached historical peaks. These macro factors could exert pressure on the USDT/CNY premium and necessitate a recalibration of OTC inflow and outflow strategies. For high-net-worth participants, security remains a core concern, as evidenced by the recent transfer of $203 million worth of Satoshi-era Bitcoins to OTC platforms and the $3 million attack on Safe wallet due to the SquidRouterModule vulnerability. Furthermore, the targeted supply chain attacks disclosed by SlowMist Technology highlight the urgent need for establishing robust anti-freeze and asset protection SOPs in an increasingly volatile environment. With Michael Saylor's aggressive buying signaling supply shocks and SpaceX doubling its Bitcoin holdings, the current temporary drop in demand may provide a strategic window for investors prioritizing compliance and high-security asset management. As traditional and digital markets converge, please remain vigilant for on-chain vulnerabilities and stay closely updated.

$BTC $ETH $BNB #Vitalik承诺精简EF减售ETH #美联储纪要立场转变 #特朗普称美伊和平协议基本谈妥

Web3 Daily Briefing
2026-05-24
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The current situation is shaped by the potential US-Iran peace agreement (which could unfreeze a significant amount of Iranian funds) and the U.S. Securities and Exchange Commission's (SEC) landmark approval of Nasdaq Bitcoin index options. This marks a deepening of institutional integration despite the ongoing volatility in Bitcoin prices. This macro optimism contrasts sharply with the European Central Bank's warnings on euro stablecoins and the internal frictions within the U.S. Commodity Futures Trading Commission (CFTC), highlighting the complexity of the regulatory environment for digital assets. For experts in compliance and capital flows, China's crackdown on illegal cross-border transactions and the $2.8 million hack on StablR (which led to the decoupling of both EURR and USDR) serve as crucial reminders to prioritize liquidity security and card safety protocols. With AI systems adopting USDC for 98.6% of settlement needs, the integration of AI and payment infrastructure is setting new standards for cross-chain asset movement. Looking ahead, experts should maintain a high-frequency watch on the USDT/CNY premium, as localized enforcement actions in Asia may trigger volatility near the 7.1 level, necessitating a recalibration of OTC strategies.

🔵 17. Polymarket: Key rotation has been completed, and all production environment permissions have been revoked. The private key is set to be migrated to a key management service.
According to reports from TechFlow on May 23, Josh, a representative from the prediction market Polymarket, stated that neither Polymarket nor UMA contracts have been exploited, and all user funds are safe. Using Polymarket.com remains unaffected, and platform operations are continuing as usual. He also mentioned that this incident stemmed from a private key that has been around for 6 years, which was leaked and used for internal deposit configurations, leading to funds being sent to relevant addresses.
💡 Security Risk Practices. As experts in fund inflow and asset security, understanding private key management incidents and remediation processes (KMS migration) for large DApps helps in assessing platform risks when assisting users with cross-chain operations. $BTC $ETH #BTC跌破7.5万五月新低 #ARMA法案引入20年锁仓 #Sui免Gas稳定币转账

$BTC $ETH $BNB #SEC批准纳斯达克BTC期权 #加密总市值逼近2.6万亿 #SpaceX披露BTC持仓
Now featuring Lightning Network support. Businesses can enjoy millisecond-level Bitcoin settlements, near-zero transaction fees, and true micropayment capabilities, all backed by qualified custodians and licenses across all 50 states. Experience rapid Bitcoin payments on real infrastructure. Read more:
BitGo's crypto-as-a-service now includes Lightning Network support. Businesses can achieve millisecond-level Bitcoin settlements, near-zero transaction fees, and true micropayment capabilities...
💡 Compliant custodians supporting the Lightning Network enhance Bitcoin's practicality as a rapid settlement asset.

$BTC $ETH $BNB #谷歌推出Gemini3.5模型 #CFTC挑战明尼苏达预测市场禁令 #特朗普行政令审查加密支付准入 #TruthSocial撤回比特币ETF申请 #日本开放外国稳定币支付

🔵 20. Wallet infrastructure company Dynamic integrates Aleo, enabling devs to build payment apps with privacy trading features. According to TechFlow on May 20, Dynamic has integrated Aleo, allowing developers to create payment applications that support private transactions and enterprise-level security. Dynamic's co-founder Itai states that real-world payment scenarios have a rigid demand for privacy; users typically don’t disclose salary info and shouldn’t automatically broadcast stablecoin trades to the public network. Additionally, companies prefer not to have payroll records on a public ledger, and B2B teams don’t want trade volumes exposed to competitors.
💡 The tech solutions for stablecoin payment privacy align with users' deep needs for transaction confidentiality and asset security.

According to TechFlow news, on May 20, wallet infrastructure company Dynamic has integrated Aleo, allowing developers to build payment applications that support privacy transactions and enterprise-grade security on this network. Dynamic co-founder Itai stated that real-world payment scenarios have a rigid demand for privacy; users typically don’t disclose their salary information and shouldn’t have their stablecoin transactions broadcasted to the public network by default. Moreover, businesses don’t want payroll records on a public ledger, and B2B teams also prefer not to expose transaction sizes to competitors.
💡 The tech solutions for stablecoin payment privacy align with users' deep-seated needs for transaction confidentiality and asset security.

$BTC $ETH $BNB #Polymarket与Nasdaq合作 #美国议员推动立法永久禁止CBDC #SolanaAI代理经济影响 #EcoProtocol遭黑客攻击 #EcoProtocol遭黑客攻击

🔵 25. 0xJeff: x402 Current Status > Since April, the real x402 trading volume has stabilized at around $50,000 daily > The number of x402 sellers on Solana is double that on Base > However, 93% of the real x402 trading volume is driven by Base > Blockrun and StableEnrich are the top two x402 servers used in the past 30 days. I've been leveraging @agentcashdev with StableEnrich alongside my Hermes proxy (Exa + Firecrawl + DripStack). It makes deep research way easier. (A full deep research run with multiple tool calls costs less than $0.1). x402 is shifting towards real use cases, with the first real adoption case being a premium tool aggregator. Blockrun aggregates predictions, stocks, blockchain...
💡 Blind Spot Value. It reveals a new blue ocean of on-chain traffic and payment protocols, helping experts identify underlying technologies with high liquidity and application potential ahead of time.
📣 @0xJeff