Jump Trading is partnering with Securitize to promote onchain trading of tokenized equities while adhering to existing securities regulations. According to NS3.AI, Carlos Domingo stated that Jump Trading will offer liquidity and trading support, whereas Securitize will supply the regulated infrastructure necessary for this initiative.

OpenAI and Anthropic's joint venture is reportedly in discussions to acquire an engineering company, according to Jin10. The potential acquisition is part of their strategic efforts to enhance capabilities in artificial intelligence development. Further details about the engineering firm or the terms of the acquisition have not been disclosed.

US risk assets surged on May 5 following better-than-expected job openings, home sales, and services data. Bitcoin (BTC) approached $81,600, while the S&P 500 rose to 7,253 and the Nasdaq 100 reached 27,964. According to BeInCrypto, the data indicated strong labor demand and a housing market rebound, supporting moderate growth without overheating. March job openings were reported at 6.866 million, surpassing the 6.84 million consensus, while new home sales jumped 7.4% to an annualized rate of 682,000, exceeding forecasts. The Federal Reserve's patient stance eased recession fears.

据 Lookonchain 监测，币安 SAFU 基金钱包于 2 月以约 69244 美元均价买入 1.5 万枚 BTC，总价值约 12.2 亿美元，当前浮盈约 1.77 亿美元。

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）

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

西联汇款已正式进军稳定币领域，在Solana上推出了与美元挂钩的USDPT，此举标志着该公司正从传统的汇款渠道向基于区块链的结算体系进行重大转型。

BitMine已连续三周购入超过10万枚ETH，使其总持仓量突破518万枚ETH。该公司表示，由于通证化、人工智能应用以及质押收益的增长，以太坊的需求正在上升。

朝鲜被指控策划了2026年全球超过75%的加密货币犯罪，区块链分析公司TRM Labs估计，仅在过去四个月里，被盗资金就可能高达5.77亿美元。

Polygon 推出了基于零知识证明的隐私稳定币支付功能，该功能在执行合规检查的同时，还能隐藏交易细节。用户可为监管机构生成审计文件，旨在为机构用户提供兼具隐私保护与监管合规的链上支付服务。

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。

就在唐纳德·特朗普公布“自由行动”计划数小时后，比特币价格飙升至8万美元以上，触及80,529美元的四个月高点。该计划是一项美国海军行动，旨在在与伊朗紧张局势不断升级之际，护送货船通过具有战略要地意义的霍尔木兹海峡。

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。