Bubblemaps, an on-chain analysis platform, has raised concerns about the MYSTERY token, suggesting potential manipulation during its initial launch phase. According to ChainCatcher, Bubblemaps reported that approximately 90 wallets acquired around 90% of the token's supply at launch and have since sold off a significant portion, cashing out over $100,000. These wallets still hold about 40% of the token's supply. The analysis also highlighted characteristics of 'bundled distribution' and centralized control during the token's launch. Additionally, some key opinion leaders promoting the token have been accused of engaging in paid promotions.

Vitalik Buterin has discussed the potential of 'Keyed Nonces' in enhancing protocol-level support for on-chain privacy solutions and as a significant direction for Ethereum's future state scalability. According to Foresight News, this approach involves creating specialized storage types for specific use cases, aiming to achieve extreme scalability while maintaining protocol decentralization. For instance, in privacy transactions, nullifiers are used. If on-chain privacy transactions maintain 2000 TPS over eight years, approximately 500 billion nullifiers would be generated. Since nullifiers cannot be pruned, placing them all in the existing general state would exert immense pressure on node storage and decentralization. A dedicated nullifier storage could leverage its highly restricted usage (only for validity checks, with transactions needing to explicitly provide nullifier IDs) to achieve a more decentralized processing solution, such as sharded storage (where nodes only need to hold a small number of shards and maintain connections with honest nodes in each shard) and Bloom Filter optimization (which can significantly reduce verification overhead to about 8 bits per nullifier). Continuing to rely on the current state may require builders to download tens of terabytes of full data, and privacy users would be unable to efficiently use mechanisms like FOCIL. Therefore, most use cases should migrate to more specialized, cost-effective storage types, while retaining a complete dynamic state for applications like DeFi that require high flexibility, thus achieving a better balance between scalability and decentralization.

据 Lookonchain 监测，12 天前以 2614 万美元做多 321.46 枚 BTC 的交易者于 2 小时前创建新钱包，并以 5 倍杠杆再次做多 307.7 枚 BTC，价值 2504 万美元。该交易者当前 BTC 总仓位为 629.16 枚，价值 5118 万美元。

SanDisk's stock price has increased by 10.9%. According to Odaily, the company's total market capitalization has surpassed $200 billion.

A trader has recently created a new wallet and leveraged a position with 307.7 BTC, valued at approximately $25.04 million. According to Foresight News, this move was made two hours ago using a 5x leverage strategy. The trader's total holdings now amount to 629.16 BTC, worth around $51.18 million.

据一名美国官员和一位知情人士透露，特朗普政府的一名高级官员周日向伊朗通报了美国即将采取的“引导”船只通过霍尔木兹海峡的行动，并警告德黑兰不要干预。这一私下传递的信息表明，白宫希望尝试降低潜在局势升级的风险。但尽管发出了警告，伊朗仍对美国海军舰艇、商船以及阿拉伯联合酋长国发动了一系列袭击。周二，美国防长和参谋长联席会议主席凯恩上将淡化了伊朗的袭击，并声称停火协议依然有效。尽管如此，一些美国和以色列官员认为，如果外交僵局持续，特朗普总统可能会在本周晚些时候下令恢复战争。（AXIOS 网站）

闪迪(SNDK.O)涨幅扩大至 10.9%，总市值突破 2000 亿美元。(金十)

Circle has submitted a document to the U.S. Office of the Comptroller of the Currency (OCC) regarding the implementation of the GENIUS Act. According to ChainCatcher, the document outlines six key points: 1. U.S. standards should serve as a global benchmark to enhance the international trust and institutional export capacity of the U.S. dollar stablecoin. 2. Stablecoins should function as a unified payment tool to prevent market fragmentation that could affect liquidity and settlement efficiency. 3. Consumer protection is crucial, ensuring that holders can redeem assets at face value at any time. 4. A fair competitive regulatory framework is necessary, placing both bank and non-bank issuers within the same regulatory boundaries. 5. Strengthening systemic risk management is essential, covering liquidity, credit, operational, and compliance risks. 6. There should be a clear distinction between stablecoins and tokenized deposits, as they serve different functions and should be regulated separately.

Odaily Seer 先知频道监测显示，在 Polymarket“NBA 季后赛西部半决赛 G1 雷霆对战湖人”预测事件中，亏损超 110 万美元账号（地址：0x1117eade222413335b7ec959e5b48c1d3dbc3532）购入 10 万美元雷霆让分 15.5 战胜湖人，开仓均价 50¢。NBA 季后赛西部半决赛 G1 雷霆对战湖人将于北京时间明日早上 8 点半开赛。湖人本赛季与雷霆交锋战绩为 0 胜 4 负，并且场均输 29 分。此外，湖人当家球星东契奇将缺席明日比赛。Odaily Seer 先知频道持续关注预测市场，在定价之前，看见变化。

Offshore U.S. dollar deposits in banks outside the United States have surged to an unprecedented level, reaching approximately $14.5 trillion. According to NS3.AI, this marks an increase of over 220% compared to the beginning of the century. Several factors may be contributing to this rise, including heightened safe-haven demand during the US-Iran conflict and the Federal Reserve's decision to maintain interest rates following the April FOMC meeting.

记得我10年前去台北拜访金融机构时，他们都在叹苦经：2016年1季度台湾省GDP同比下跌0.89%，且已经是连续三个季度下跌，而他们的薪水已经很多年没有上涨了。

5 月 4 日庭审：自打脸的炸弹，照见整个 AI 时代

Western Union has officially stepped into the stablecoin arena, launching its US dollar-pegged USDPT on Solana in a move that signals a major shift from traditional remittance rails to blockchain-based settlement.

BitMine has bought over 100,000 ETH for three weeks in a row, lifting its total holdings above 5.18 million ETH. The firm says Ethereum demand is rising due to tokenisation, AI use and staking income growth.

North Korea has been accused of orchestrating more than 75% of the global crypto crime in 2026, with blockchain analytics firm TRM Labs estimating that the stolen funds could reach a whopping $577 million in just the past four months.

Polygon has introduced private stablecoin payments that hide transaction details using zero-knowledge proofs while still applying compliance checks. Users can produce audit files for regulators, targeting institutional use of onchain payments with privacy and oversight.

Tether，这个以稳定币著称的加密金融巨头，正在将触角伸向比特币挖矿领域。

CLARITY Act立法进展对稳定币发行商和交易平台产生了直接影响，Circle股价盘中大涨近20%，USDC交易活跃度显著增加。

Bitcoin surged past $80,000, hitting a four-month high of $80,529 just hours after Donald Trump unveiled “Project Freedom”—a U.S. naval initiative to escort cargo ships through the strategically critical Strait of Hormuz amid escalating tensions with Iran.

PWL Capital 投资组合经理兼首席投资官 Ben Felix 是一位以实证为基础的投资专家，将学术金融研究转化为普通人都能理解的实用决策。