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According to Bloomberg, China confirmed that Trump will pay a state visit to Beijing from May 13 to 15, Xinhua reported Monday, citing a Foreign Ministry spokesperson. The summit — the first US presidential trip to China in nearly a decade — had been delayed once due to the now three-month-old Iran war. Key agenda items include Iran and the reopening of the Strait of Hormuz, an extension of the October trade truce covering rare earth exports, and Taiwan. An American business delegation including Blackstone CEO Steve Schwarzman and Citigroup CEO Jane Fraser is expected to accompany Trump, with a series of commercial deals anticipated.

Grayscale is reportedly planning to introduce an ETF focused on Cardano by the end of 2026. According to ChainCatcher, the ETF is expected to trade under the ticker symbol GADA. This new product will convert Grayscale's existing Cardano Trust into a publicly listed ETF. If regulatory filings are activated by mid-August, it could trigger a streamlined review process by the SEC, potentially allowing trading to commence by late October 2026.

Recently, Grayscale has adjusted the asset allocation within its smart contract fund, increasing Cardano's weight from approximately 17.96% to 18.33%, while reducing exposure to other assets like Ethereum.

OpenAI employees have become some of the first to significantly cash out amid the artificial intelligence boom, according to the Wall Street Journal. Over 600 current and former employees of OpenAI have sold their shares, as reported by sources familiar with the matter.

Strategy CEO Phong Le announced on the X platform that the company's software business achieved its strongest performance in nearly a decade during the first quarter of 2026, with revenue increasing by 12%. According to Odaily, cloud business revenue grew by 59%, and profits rose by 27%. Le highlighted the unique synergy between the company's Bitcoin treasury and software business, noting that the software division's expertise in engineering, security, and compliance provides institutional-level capabilities to the Bitcoin operations, while the Bitcoin mission attracts talent and accelerates software innovation.

Additionally, the company has developed an AI data platform named Mosaic and plans to utilize multiple AI models over the next year to restructure internal processes and achieve system autonomy.

PANews posted on X (formerly Twitter). The upcoming week will see significant economic events, including the release of the U.S. Consumer Price Index (CPI) data for April. Additionally, the U.S. Senate is set to vote on a motion to end the debate on Kevin Warsh's nomination as Chair of the Federal Reserve. The Senate Banking Committee will also conduct a hearing on the CLARITY Act. Furthermore, the FT-Digital Assets Summit 2026 is scheduled to take place next week.

Bitcoin (BTC) surged past $81,000 over the weekend, with traders cautious as geopolitical tensions and key economic data loom. According to BeInCrypto, the next technical target for Bitcoin is $83,400, driven by Fibonacci projections and a rising RSI indicating momentum. This week, investors face crucial economic indicators including Tuesday’s Consumer Price Index (CPI), Wednesday’s Producer Price Index (PPI), and Thursday’s retail sales data. Additionally, Donald Trump’s recent comments on Iran add geopolitical risk, potentially impacting Bitcoin’s trajectory. Jerome Powell’s final day as Federal Reserve Chair on Friday adds further uncertainty.

A weekly macro calendar outlines eight significant events for the second week of May. According to NS3.AI, these include the U.S. April Consumer Price Index (CPI) set for release on May 12 at 12:30 p.m. UTC. Additionally, the calendar features the first-quarter GDP releases for the European Union and the United Kingdom, alongside three speeches from U.S. Federal Reserve officials. These events are anticipated to provide insights into economic trends and monetary policy directions.

Michael Saylor, Executive Chairman of Strategy, recently elaborated on the positioning of STRC as a low-volatility investment tool related to Bitcoin. According to ChainCatcher, STRC is Strategy's perpetual preferred stock with an annual dividend yield of 11.5%, paid monthly in cash. The dividend rate is adjusted monthly to encourage trading near the $100 par value and reduce price volatility.

Saylor described STRC as a credit product designed for income, stability, liquidity, and principal protection, backed by the company's Bitcoin and dollar assets. The preferred stock structure is considered more scalable and durable than debt.

Strategy has proposed changing the STRC dividend payment frequency from once a month to twice a month, on the 15th and at the end of the month, while keeping the annual dividend total unchanged. This change aims to stabilize prices, suppress cyclicality, and enhance liquidity. Saylor used metaphors to differentiate the three: STRC is likened to a passenger plane, BTC to a fighter jet, and MSTR to a rocket ship.

Currently, Strategy holds 818,334 Bitcoins, representing approximately 3.9% of the total supply of 21 million. STRC has reached a scale of $8.5 billion within nine months.

According to Jin10, a report by CITIC Securities indicates that U.S. nonfarm payrolls in April 2026 exceeded expectations, while the unemployment rate met expectations at 4.3%. The report suggests that the April data better reflects the current state of the U.S. job market compared to the previous two months. This is attributed to fewer one-time factors in April, a higher response rate from companies, and the smallest impact from the birth-death model in the last four months.

On the demand side, the U.S. job market in April showed overall resilience with marginally increased layoff pressures. On the supply side, while the labor force participation rate and employment-to-population ratio declined, the participation rate for those aged 25-54 remained stable. This indicates that the decline is not due to a large-scale exit of core labor but rather the effects of aging and retirement.

Regarding Federal Reserve monetary policy, CITIC Securities maintains its previous view that if the situation in Iran stabilizes and oil prices fall, leading to a cooling of inflation expectations, there could be a baseline scenario of a 25 basis point rate cut in the second half of the year after Kevin Warsh takes over.

Microsoft's security research team has identified a cyberattack strategy that has been in operation since late 2025, according to PANews. The attackers have been publishing fake macOS troubleshooting guides on platforms such as Medium, Craft, and Squarespace. These guides, which address common user issues like freeing up disk space or fixing system errors, trick users into running malicious terminal commands. Once executed, these commands automatically download and run malware designed to steal cryptocurrency wallets, iCloud data, and passwords saved in browsers. This social engineering technique, known as ClickFix, bypasses macOS's Gatekeeper security mechanism because the victims voluntarily execute the commands.

Mysten Labs co-founder and Chief Product Officer Adeniyi Abiodun announced on the X platform that confidential transactions will be launched on the Sui network this year. According to PANews, these transactions aim to provide large-scale, free, and privacy-protected payments.

On May 11, a significant movement of Ethereum was detected. According to BlockBeats On-chain Detection, a whale known for losing $230 million in February due to a liquidation on Hyperliquid has transferred all of its Ethereum holdings to a centralized exchange (CEX) over the past four days. The whale moved 577,000 ETH to the CEX, with the final transfer of 225,000 ETH occurring five hours ago.

Despite these transfers, the whale still holds 11,500 BTC on-chain. This Bitcoin holding is valued at approximately $934 million. The whale's actions have attracted attention due to the scale of the transfers and the previous financial loss experienced earlier this year.

Bitcoin is experiencing an upward trend primarily driven by spot demand rather than leverage, according to ChainCatcher. Markus Thielen, founder of 10x Research, noted on social media that this structure is healthier compared to the crowded long positions seen earlier in the cycle. He highlighted continuous inflows into ETFs, significant rises in mining-related stocks, and a more optimistic outlook in the options market. Thielen also pointed out two key catalysts this week supporting Bitcoin and the broader altcoin market. With improved trading volumes and moderate capital inflows, the set target of $88,000 for Bitcoin appears achievable. The current total market capitalization of the crypto market stands at $2.69 trillion, marking a 2.7% increase from last week, while the average weekly trading volume is $123 billion, 2% above the average level.

CoinMarketCap's Altcoin Season Index is currently at 51, which is below the threshold of 75 that defines an altcoin season. According to NS3.AI, this index evaluates the 90-day performance of the top 100 cryptocurrencies, excluding stablecoins and wrapped coins, in comparison to Bitcoin. The current level suggests a neutral market condition, indicating that altcoins are not outperforming Bitcoin significantly.

On May 10, 2026, 22:34 PM(UTC). According to Binance Market Data, Bitcoin has crossed the 82,000 USDT benchmark and is now trading at 82,043.890625 USDT, with a narrowed 1.66% increase in 24 hours.

Iran has turned down the United States' peace proposal, leading to a notable impact on financial markets. According to NS3.AI, West Texas Intermediate (WTI) crude oil opened 3% higher on Monday following the news. U.S. President Donald Trump expressed dissatisfaction with Iran's latest response, labeling it as unacceptable. In reaction, U.S. stock index futures experienced a decline of approximately 0.3%. Meanwhile, Bitcoin saw a 1.59% increase over the past 24 hours, climbing back above the $82,000 mark.

An analyst @ai_9684xtpa posted on X about an investor who has encountered significant losses after shorting stocks in the U.S. storage sector. The investor, identified as NMTD.HL (@NMTD8), has shorted a total of $15.2 million in stocks, including $11.22 million in SanDisk (SNDK), $2.54 million in Advanced Micro Devices (AMD), and $1.45 million in Micron Technology (MU). Currently, the investor is facing a floating loss of $2.47 million, with liquidation prices approaching. On May 1, the investor tweeted about anticipating a 40% drop in SanDisk's stock price. The situation highlights the risks involved in shorting stocks, especially in volatile sectors.

Hong Kong's chip stocks experienced a notable rally. According to Jin10, Lam Research (06809.HK) saw an increase of over 14%, while Gigadevice Semiconductor (03986.HK) rose by more than 9%. Biren Technology (06082.HK) gained nearly 6%, and both TianShu ZhiXin (09903.HK) and Hua Hong Semiconductor (01347.HK) increased by over 5%.

Renegade announced on the X platform that an earlier version of its protocol, V1, was attacked, resulting in a loss of approximately $209,000. According to ChainCatcher, a white-hat hacker has returned about $190,000, and all affected users will receive full compensation.

The team confirmed that the issue was isolated to the V1 Arbitrum deployment, while other deployments, including V1 Base, V2 Arbitrum, and V2 Base, remain secure. All infrastructure supporting V1 Arbitrum transactions has been suspended, ensuring no further financial risk, and integrators are not required to take any action.

The CME's "FedWatch" tool indicates a 93.8% probability that the U.S. Federal Reserve will keep interest rates unchanged through June. According to Jin10, there is a 6.2% chance of a cumulative 25 basis point rate cut. Looking ahead to July, the probability of maintaining rates stands at 88.8%, with a 10.8% chance of a 25 basis point cut and a 0.3% chance of a 50 basis point cut.

Hong Kong's stock market opened with declines, as the Hang Seng Index fell by 0.31% and the Hang Seng Tech Index dropped by 0.48%. According to Jin10, technology stocks displayed varied movements, with Hua Hong Semiconductor (01347.HK) rising over 5% and SMIC (00981.HK) increasing by more than 3%, while Baidu (09888.HK) saw a decrease of over 3%.

The USD/JPY currency pair has reached 157, marking a 0.2% increase within the day. According to ChainCatcher, this movement reflects ongoing fluctuations in the foreign exchange market.

WTI crude oil prices have continued to rise, with a daily increase expanding to 4.8%, surpassing the $100 per barrel mark. According to Odaily, this marks a significant upward trend in the oil market.

The KOSPI index experienced a significant surge, leading to the activation of a buy-side sidecar. According to NS3.AI, this mechanism is designed to stabilize trading by temporarily halting certain market activities when there is a rapid increase in stock prices. The activation indicates heightened investor interest and confidence in the market, reflecting positive sentiment among traders. This development is seen as a response to favorable economic indicators and market conditions, prompting increased buying activity.

Gold prices experienced a decline after U.S. President Donald Trump dismissed Iran's recent peace proposal aimed at resolving the ongoing 10-week conflict affecting the Strait of Hormuz. Bloomberg posted on X, highlighting concerns that the rejection could exacerbate inflation fears. The strategic waterway has been a focal point of geopolitical tensions, impacting global trade and economic stability. Analysts suggest that the continued unrest may lead to increased volatility in precious metals markets, as investors seek safe-haven assets amid uncertainty.

CoinMarketCap's Crypto Fear & Greed Index is currently at 52, indicating a neutral sentiment in the market. According to NS3.AI, this index, which ranges from 0 to 100, evaluates market sentiment by analyzing price movements of the top 10 cryptocurrencies, volatility, derivatives data, the Stablecoin Supply Ratio, and search data from CoinMarketCap.

CME Bitcoin futures commenced trading at $80,895, creating a $505 gap from the previous trading day's closing price of $80,390. According to NS3.AI, this gap arises due to the difference between Friday's close and Monday's open, as CME trading halts over the weekend while Bitcoin spot trading remains active.

Digital Asset is reportedly in the process of raising approximately $300 million, aiming for a valuation of around $2 billion for its Canton Network. According to NS3.AI, the funding round is led by a16z crypto and is anticipated to conclude within the next few weeks. Canton Network is a privacy-configurable public blockchain designed for institutional use and has managed or issued over $6 trillion in tokenized assets.

CITIC Securities has released a research report suggesting an increased allocation to gold, commodities, and equity assets by May 2026. According to Jin10, the report highlights a preference for small-cap and growth styles in stock allocation. Additionally, the lithium battery and semiconductor sectors are identified as having significant allocation value.

Israeli Prime Minister Benjamin Netanyahu has expressed his intention to gradually phase out U.S. financial support for Israel's military over the next decade. According to Jin10, Netanyahu stated, "I hope to reduce U.S. support for Israel to zero. We have matured... I believe we should move away from remaining military aid towards a partnership." Under a ten-year agreement initially negotiated by the Obama administration, the U.S. currently provides Israel with $3.8 billion in military aid annually, a deal set to continue until 2028. A report from the U.S. Congressional Research Service indicates that Israel has been the largest cumulative recipient of U.S. foreign aid since World War II, receiving over $174 billion (unadjusted for inflation). Netanyahu also emphasized his desire to expand U.S.-Israel military cooperation in the coming years. He proposed joint projects in intelligence, weapons, and missile defense, asserting that Israel is a global leader in these areas.

Cerebras is reportedly planning to increase its IPO price range to between $150 and $160 per share due to rising market demand, according to Odaily.

On May 11, Jin10 reported that a research note from China International Capital Corporation (CICC) highlighted the recent strength in global stock markets, including U.S. stocks, China's ChiNext, and markets in South Korea and Japan, driven by advancements in AI. According to Jin10, while geopolitical tensions have not worsened and market sentiment has improved, the impressive performance of tech stocks in the first quarter has significantly contributed to these gains. AI has played a leading role in recent market trends, influencing both profitability and growth. The report discusses AI from three perspectives: demand, investment intensity, and market pricing, concluding that AI has not yet reached a typical "bubble" stage. However, the investment pace relative to demand and capability has been notably aggressive, which has been a key factor in AI's turbulent progress over the past few years. Since 2023, AI-related market movements have not been consistently upward; typically, there is rapid growth over two quarters, followed by increased bubble concerns, leading to volatility or weakening for a quarter while awaiting new catalysts.

Decentralized trading platform Aster has announced the launch of Hong Kong stock perpetual contracts. According to Odaily, the initial trading pairs include Tencent (00700.HK), Xiaomi (01810.HK), Pop Mart (09992.HK), and MiniMax (00100.HK).

Aster allows users to trade popular global assets using cryptocurrency, eliminating the need for complex account opening processes and restrictions. The Aster team plans to expand its asset offerings to cover more high-growth markets while continuously optimizing the product experience.

Asian stock indices opened at record highs, according to Odaily. On May 11, the Nikkei 225 index rose by 487.71 points, or 0.78%, reaching 63,201.36 points. Meanwhile, South Korea's KOSPI index increased by 288.73 points, or 3.85%, to 7,786.73 points. Samsung Electronics saw an opening rise of over 5%, while SK Hynix increased by more than 8%, both achieving record highs.

A Polymarket account, which has previously incurred losses exceeding $1.3 million, has invested $300,000 in spread positions for the Spurs in the Western Conference Semifinals Game 4. According to NS3.AI, the account allocated $190,000 on Spurs -5.5 and $110,000 on Spurs -4.5 ahead of the 7:30 AM Beijing time tipoff today.

China's suppliers of batteries, solar panels, and electric cars are actively pursuing new markets in response to the energy shocks caused by the ongoing conflict in Iran. Bloomberg posted on X, highlighting the strategic moves by Chinese companies to expand their reach and mitigate the impact of geopolitical tensions on their operations.

The conflict in Iran has disrupted global energy supplies, prompting Chinese firms to explore alternative markets to sustain growth. These companies are leveraging their expertise in renewable energy technologies to tap into regions less affected by the turmoil.

Industry analysts note that China's focus on renewable energy aligns with global trends towards sustainable solutions, offering a competitive edge in emerging markets. As the situation in Iran continues to evolve, Chinese suppliers are poised to adapt and capitalize on new opportunities in the international energy landscape.

Michael Saylor has indicated that Strategy might restart its Bitcoin acquisitions this week, following its previous purchase of 3,273 BTC for approximately $255 million on April 27. This acquisition increased Strategy's Bitcoin holdings to 818,334 BTC, valued at around $61.8 billion at the time of publication. According to NS3.AI, during Strategy's Q1 earnings call, Saylor mentioned that the company might occasionally sell parts of its Bitcoin treasury to finance dividends on its credit instruments.

U.S. President Donald Trump announced on social media that all federal agencies must prioritize purchasing American-made products, without exception. According to Odaily, Trump criticized Washington politicians for sending taxpayer money overseas for decades, benefiting foreign entities while neglecting American workers, factories, and supply chains. He declared that this "betrayal is over." Trump stated that his administration is strengthening "Made in America" laws, closing exemption loopholes, and prohibiting federal procurement of foreign products when quality American options are available. He warned Washington bureaucrats against casually granting exemptions and rubber-stamping foreign products, which disadvantage American workers. Trump emphasized prioritizing American workers, factories, and supply chains more than ever before. He announced the signing of Executive Order 14392 to combat false "Made in America" labels and enforce strict compliance. "No more tricks, no more fake labels, no more deceiving American taxpayers. America First means buying American!" he asserted.

U.S.-Iran nuclear negotiations have come to a halt, leading to a significant impact on the commodities market. According to NS3.AI, West Texas Intermediate (WTI) crude oil prices opened 3% higher today. In contrast, spot gold prices dropped below $4,700 per ounce, settling around $4,680, while silver experienced a 1% decline. Additionally, futures for the three major U.S. stock indices fell by approximately 0.3%.

A recent exploit involving the rsETH bridge has resulted in approximately $200 million in bad debt for Aave. Attackers managed to forge around 116,500 rsETH and used it as collateral for borrowing. According to NS3.AI, Chainalysis has preliminarily linked the April 18 attack to the Lazarus group. Aave's incident report revealed that a forged bridge message was accepted due to poisoned nodes providing false data into a 1-of-1 DVN setup. DefiLlama reported that losses from exploits in April amounted to over $635 million across 28 incidents, with cumulative hack losses reaching $16.5 billion. In response, LayerZero has banned 1-of-1 verifier configurations across its protocol.