Claude, a subsidiary of Anthropic, has announced a partnership with SpaceX to significantly enhance its computing capacity. According to Odaily, the collaboration will increase usage limits for Claude Code and Claude API, including doubling the five-hour rate limit for Pro, Max, and Team subscription plans. Additionally, the Pro and Max plans will no longer face restrictions during peak times, and the Opus model API rate limit will be substantially raised. Claude will utilize all computing resources from SpaceX's Colossus 1 data center, with an expected deployment capacity increase of over 300 megawatts within a month.

The U.S. Department of Justice (DOJ) is investigating a series of suspicious oil trades that occurred before announcements related to U.S. President Donald Trump, according to Odaily. The transactions, involving approximately $2.6 billion, have drawn regulatory attention due to their precise timing. The investigation is focusing on potential insider trading or the use of policy information to preemptively influence the market. The DOJ has not released further details at this time.

据市场消息：美国司法部（DOJ）正调查一系列发生在美国总统 Donald Trump 相关公告发布前的可疑原油交易，涉及资金规模约 26 亿美元。据悉，这些交易因时间点异常精准而引发监管关注，调查重点包括是否存在内幕交易或利用政策信息提前布局市场的行为。目前，美国司法部尚未公布更多细节。

2026年5月5日，特朗普家族旗下的加密项目WLFI，官方转发了一款新产品。

BNY Mellon, managing assets worth $2.1 trillion, has increased its holdings in Bitcoin reserve company Strategy (MSTR) by acquiring 101,810 shares. According to Odaily, the additional shares are valued at approximately $18.7 million. Currently, BNY Mellon holds a total of 1 million shares in MSTR, with a total value of around $187.2 million.

Anthropic 旗下 Claude 宣布已与 SpaceX 达成合作协议，将大幅提升其算力容量并提高 Claude Code 与 Claude API 的使用限制，包括将 Pro、Max 与 Team 订阅方案的 Claude Code 5 小时速率限制翻倍；取消 Pro 与 Max 方案在高峰时段的 Claude Code 限流；以及大幅提高 Opus 模型 API 速率限制。Claude 还将使用 SpaceX Colossus 1 数据中心全部算力资源，预计将在一个月内新增超过 300 兆瓦部署容量。

Season 3 has concluded, according to Foresight News. The Based Foundation announced that BASED tokens will be directly deposited into staking accounts without the need for separate collection. Users who signed the relevant terms during the Genesis period will receive their BASED tokens on May 11, 2026. Those who have not signed must accept the terms by June 4, 2026, to receive their tokens on June 7, 2026.

OpenAI,OpenAI政变夜短信曝光：Altman求“微软收购我吧” 金色财经,那场政变远比媒体描绘的更混乱、更荒诞、也更冷酷。

AI cloud service providers have reported robust first-quarter earnings, according to the Financial Times. However, a significant portion of these earnings is attributed to a unique item on their income statements: 'other income.' Alphabet recorded $37.7 billion in 'other income' in the first three months of this year, accounting for more than half of its net profit during the same period. Microsoft reported $942 million in 'other income' for the first quarter, with this item contributing a total of $7.2 billion over the past nine months. Oracle did not disclose any 'other income,' while Meta reported a loss of $1.1 billion. 'Other income' refers to gains and losses from changes in the valuation of large holdings in unlisted companies, such as OpenAI and Anthropic. Alphabet is the largest investor in Anthropic, with Amazon also being a major investor. According to Goldman Sachs analysts, the earnings growth of AI cloud giants this quarter was significantly driven by extraordinary contributions from equity investments in unlisted companies. Alphabet and Amazon together recorded $53 billion in 'other income' in the first quarter of 2026, accounting for nearly 60% of their combined profits and 34% of the total profits of the five largest AI cloud providers, which amounted to $155 billion. This marks the highest proportion in at least the past decade, highlighting the almost absurd interdependence that has developed within the AI technology sector.

AI 超大规模云服务商公布了强劲的一季度业绩，但其中一些公司的表现很大程度上受益于损益表中一个颇为特殊的项目：“其他收入”。Alphabet 仅在今年前三个月就录得 377 亿美元“其他收入”，占同期净利润的一半以上。微软今年前三个月录得 9.42 亿美元其他收入，过去九个月该项目累计已贡献 72 亿美元。甲骨文未披露任何其他收入，而 Meta 反而录得 11 亿美元亏损。“其他收入”即这些公司持有的大量非上市公司（如 OpenAI 和 Anthropic）股权估值变化带来的收益与损失。Alphabet 是 Anthropic 最大投资方，亚马逊也是其主要投资者之一。高盛分析师上周写道：“本季度，超大规模云厂商的盈利增长受到来自非上市公司股权投资异常巨大的贡献推动。Alphabet 和亚马逊在 2026 年第一季度合计录得 530 亿美元‘其他收入’，占两家公司当季利润的近 60%，也占五大超大规模云厂商本季度总利润 1550 亿美元中的 34%。这是至少过去十年来的最高占比。”这再次表明，AI 科技行业如今已经形成一种近乎荒诞的相互依赖关系。(金十)

Morgan Stanley has initiated a pilot program for spot cryptocurrency trading on ETrade, with transaction fees set at 50 basis points. According to NS3.AI, this move marks a significant step in expanding crypto trading options for investors. Additionally, CME is set to commence 24/7 trading for crypto futures and options starting May 29, further enhancing market accessibility.

1inch 做市商 TrustedVolumes 在 X 平台发文确认遭到攻击，其披露截至目前被盗资金分别存放于三个地址中，总金额约为 670 万美元。其中两个地址各持有约 300 万美元资产，另一个地址持有约 70 万美元资产，同时 TrustedVolumes 表示愿意就漏洞赏金及双方可接受的解决方案与攻击者展开建设性沟通。

Elon Musk appears to be setting aside his long-running criticism of Anthropic as the AI race increasingly shifts from model development to the battle for computing power.

TON finalises transactions in about 0.6 seconds, making it faster than most major Layer 1 blockchains. By comparison, Solana takes around 13 seconds, Ethereum about 13 minutes, and Bitcoin roughly an hour, while Cardano can take up to a day.

CLARITY 法案（《数字资产市场清晰法案》）有望在2026年7月4日之前在国会获得通过。特朗普推动美国成为“世界加密货币之都”的势头愈演愈烈。

市场筛选与持仓量分析套件 × 情绪雷达套件 × 聪明钱信号套件，三套工具交叉验证，多维捕捉交易机会。

它可以涨得比任何人预期的都快，也可以跌得比任何人预期的都猛。

人工智能,在中国市场搞「付费订阅」 豆包咋想的？ 金色财经,豆包也要收费了。

Bithumb is accelerating its overseas expansion strategy through a new partnership in Vietnam as the exchange faces mounting regulatory and operational pressure in South Korea.

保住本金、保住底仓的能力，才是穿越牛熊的真正武器。