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HarrisX 民調顯示，52% 選民支持《CLARITY 法案》，僅 11% 反對；支持該法案的參議員可獲得 +20% 淨選舉收益。47% 選民願為此跨黨派投票，加密持有者中更高達 72%。本文源自 HarrisX 民調報告《National survey of voters shows bipartisan support for American leadership in cryptocurrencies and
passing the CLARITY

Former OpenAI researcher Leopold Aschenbrenner was dismissed in 2024 for "leaking secrets," and subsequently published a 165-page AGI paper and founded Situational Awareness LP (SALP). His publicly held positions expanded from $225 million to $5.52 billion within a year, growing nearly 24 times at an impressive rate.
(Background summary: Clearing out NVIDIA, heavily buying fuel cells: 24-year-old genius trader managing a $5.5 billion AI fund with a logic)
(Additional background: Anthropic spent 200B USD over five years on Google Cloud, with two AI startups taking half of the cloud giants' orders)
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Chinese AI startup DeepSeek launches its first round of external funding, aiming to raise up to $7.35 billion (50B RMB), with a post-investment valuation expected to exceed $51.5 billion (3.5 trillion RMB), making it the largest single funding round in China's AI history. Alibaba's negotiations for ecosystem integration fell through due to demands, and Tencent's proposed 20% subscription was also declined. Founder Liang Wenfeng plans to personally invest up to 20 billion RMB, acquiring about 40% of this round.
(Background summary: Jensen Huang: Blackwell and Rubin should not be allowed to acquire China, NVIDIA's market share in China remains zero and they refuse to back down)
(Additional background: Anthropic spent 200 billion dollars over five years on Google Cloud, with these two AI startups taking half of the orders from the four major cloud giants)
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The Altcoin Season Index rose to 48, indicating that, among the top 100 altcoins over the past 90 days, 48 have outperformed Bitcoin. At the same time, BTC’s market share has slipped from a recent high of 61.2% to 60.6%. The top gainers include ONDO, which jumped 34.5% over the week, and ICP, which rose 32.8%; Solana and SUI—two major ecosystem tokens—are seeing a collective surge.
(Background: Ondo tokenized government bonds settled in five seconds—bringing in JPMorgan and Mastercard, and the RWA redemption pipeline successfully went live for the first time.)
(Additional context: Bitcoin’s market share is knocking on 65%, the highest in more than four years—is altcoin season coming?)
As the altcoin market consolidates at high levels for Bitcoin, there are clear signs of a rebound. CoinMarketCap’s Altcoin Season Index has risen to 48, meaning that nearly half of the top 100 altcoins have outperformed BTC in the past 90 days, even though it is still “

The S&P 500 keeps making new highs, but financial stocks have become the weakest sector—behind it is the accelerated deterioration in credit across the $2 trillion private credit market.
(Background recap: G20 Financial Stability Board: If central banks cannot effectively regulate “global stablecoins,” they should consider a comprehensive ban (FSB))
(Background note: FSB | Financial Stability Board has issued the “International Crypto Asset Regulatory Framework,” further strengthening safeguards against stablecoin collapses.)
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Bank profits hit new highs, but the sector hits new lows
$2 trillion in private credit: from “cockroaches” to a systemic warning
Blackstone’s flagship fund faces $3.7 billion in redemptions, a clear signal of retail retreat
Technical signals: 90% historical probability points to a correction
The “Trump dividend” expectations at the start of the year have completely failed
Deep-Dive Preview: The S&P 500 hits consecutive record highs

Semiconductor Market Shakeup! According to the latest report from The Wall Street Journal, Apple has reached a preliminary agreement with former longtime partner Intel, with Intel to manufacture chips for some Apple devices. Stimulated by this once-in-a-century order, Intel ($INTC) stock surged 14% in a single day, breaking its all-time high.
(Background: Intel ($INTC) stock soared 11% to a 52-week high! Market cap surpassing $530 billion)
(Additional context: Is TSMC's exclusive position at risk? Apple reportedly in secret talks with Intel and exploring Samsung's Texas plant to diversify A/M series chip supply risks)
The semiconductor industry is ushering in a historic shock moment! Tech giant Apple and chip manufacturer Intel, after years of divergence, seem to be preparing to collaborate again in a new form.
According to the well-known financial analysis account Th

OpenAI's AI programming assistant Codex launched a Chrome extension on the 7th, allowing AI to operate on real accounts like Gmail, Salesforce, etc., on behalf of users with login status.
(Background: Google Stitch open-source design system: DESIGN.md enables Claude Code, Codex, Antigravity to generate high-quality UI)
(Additional background: Harness Engineering (AI Driving Engineering) beginner guide: OpenAI's latest programming standards teach you how to easily reach Lv.1)
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What is the Chrome extension and how to use it
Set up Chrome through external plugins

Tudor Investment founder Paul Tudor Jones said in an interview that the AI-driven bull market could still have another one to two years to run. He has also continued to add to AI-related stocks recently, comparing the current market backdrop to Microsoft’s rise in the 1980s and the internet bubble on the eve of the 1990s—but he also warned that if prices rise another 40%, it could trigger a staggering correction.
(Brief recap: Morning Crypto Market Analysis » After Bitcoin slips below 80,000, it trades sideways, and the RSI has yet to show a bottoming signal! Technical analysis: BTC strongly holds the bull-bear line, while the ETH death cross warning has sounded)
(Additional background: Tom Lee predicts ETH could rise as high as $250,000, with a conservative estimate of $22,000! If Bitcoin closes in May at $76,000, a major bull market will follow)
Tudor Investment, known for accurately predicting the 1987 stock market crash and dubbed the “Wall Street Legend,” (Tudor Investment)

Spotify launches the Personal Podcasts feature (Beta). Users can use AI agents such as OpenAI Codex and Anthropic Claude Code to generate audio programs with natural-language commands and save them to their personal Library. The generated content is not available to other users.
(Background: Deezer warned that 44% of newly uploaded music is AI-generated, and that human creators’ hard-earned money is being collectively exploited.)
(Additional background: An interpretation of a Y Combinator startup guide: What future development trends will AI Agents have?)
Spotify announced last night on the (7th) that it is opening “Personal Podcasts” as a Beta test. This allows users to use AI agents to generate content with one natural-language command.

The AI revolution enters its second half! Nvidia CEO Jensen Huang boldly announced at the 2026 ServiceNow Conference that "Agentic AI" will reshape the physical economy sector worth up to $50 trillion. He straightforwardly stated that future factories will be entirely operated and managed by robots, and this autonomous AI requires computing power that has skyrocketed by 1,000% compared to two years ago. To prevent AI agents from "running amok" and destroying corporate data, Nvidia has partnered with ServiceNow to launch a strict AI governance sandbox, heralding the official arrival of a new era of "digital workforce."
(Background: Jensen Huang: Blackwell and Rubin

Japanese Ministry of Finance Financial Officer Atsushi Mimura clearly stated on 5/7 that IMF rules do not restrict how often countries intervene in the foreign exchange market— but Bloomberg's calculations point out that under IMF's free-floating classification, there is an implicit threshold of "more than 3 interventions within 6 months"— Japan has already used 3 rounds since the end of April, leaving only 2 rounds of space before November.
(Background: Stablecoins may replace sovereign currencies! IMF: Countries face huge fiscal impacts)
(Additional background: IMF warns: "High correlation" between Asian cryptocurrencies and stock markets poses spillover risks, urging international regulatory cooperation)
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What exactly did Mimura say?
Bloomberg's calculation of IMF's account: only 2 rounds left before November
B

The University of Edinburgh, the University of Cambridge, and the University of Strathclyde jointly conducted research, analyzing a total of 97,895 underground forum conversations from 2022 to the end of 2025 since the advent of ChatGPT, and found that AI has not significantly lowered the barrier to hacking skills nor caused major disruptions to existing criminal business models.
(Background summary: Morse code tricked Grok, BankrBot instant transfer: hackers stole $170k DRB, AI wallet breach for the first time)
(Additional background: Trump wants AI models to be reviewed before release: Mythos alarms the White House, Pentagon will lead security testing)
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The reputation wars on forums, AI as the disruptor
97,895 conversations overturn the panic that "AI lowers hacking barriers"

American AI startup Brox builds a database of 60,000 real "digital avatars," allowing corporate clients to query within hours, replacing the traditional market research process that takes weeks.
(Background: Anthropic released 10 financial AI agents: reading press releases and financial reports, creating Pitchbook presentations, and automatic month-end closing with Claude.)
(Additional context: Meta is training "Zuckerberg AI avatars" to communicate directly with 80k employees, with the next step being the launch of KOL avatars?)
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60,000 avatars, each with 300 pages of data
Both speed and cost models have been overhauled
Who will be replaced by this logic
A market survey, traditional methods take weeks: recruiting respondents, designing questionnaires, running columns, cleaning data.

NVIDIA CEO Jensen Huang stated clearly at the Milken Institute Global Conference that China should not be able to obtain Blackwell or next-generation Rubin architecture AI chips, emphasizing that the United States should have “the earliest, most, and best” AI hardware. At the same time, he admitted that NVIDIA’s market share in China’s AI accelerator space has already fallen to zero.
(Background: NVIDIA and AMD agreed to Trump’s “15% AI chip tax,” allowing imports of H20 and MI308 into China, with gross profit flowing directly to Washington)
(Additional context: DeepSeek V4 announced it would stop using NVIDIA! How far has China’s “computing power independence” push in AI come?)
Jensen Huang seems to have hesitated on the “China issue.” On May 4, he spoke at the Milken Institute Global Conference in Los Angeles.

Internal experiments at Anthropic show that AI agents can negotiate autonomously in the secondary market, but powerful models have a price advantage over weaker models.
(Background: The White House plans to sign an executive order to ban Anthropic, fully removing Claude, which may take effect this week)
(Additional context: Anthropic sues the U.S. Department of Defense! Demands to lift the Claude ban: refusing to be AI killing tools)
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01 No-Human Secondhand Trading Group
Cowboy’s Sad Bargaining Case: Emotional Manipulation and Countermeasures
02 Smart Models, How to Cut the "Leeks" of Weaker Models
Opus Harvests Haiku: Price Gap Between Strong and Weak Models Reaches 70%
03 "Agent Economy" Is It Reliable?
Hidden Exploitation Hard to Detect: Fairness Score Shows No Difference
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OpenAI announces GPT-5.5 Instant available to all users, hallucination rates reduced by 52.5% in high-risk scenarios, and AIME math test scores jumped from 65.4 to 81.2.
(Background summary: OpenAI releases cybersecurity-specific model GPT-5.4-Cyber: patched 3,000 high-risk vulnerabilities, surpassing Claude Mythos)
(Additional background: A 17-year-old high school student creates a "god-level prompt" to enhance Claude's reasoning ability to rival o1 models, how is it achieved?)
GPT-5.5 Instant is officially available to all users. The official announcement states that GPT-5.5 Instant reduces fabricated statements by 52.5% in high-risk scenarios such as medical, legal, and financial contexts, and in conversations marked by users as factually incorrect.

Pennsylvania Governor Josh Shapiro filed a lawsuit against Character.AI’s parent company on May 5, alleging that a chatbot that self-proclaimed itself as a “psychiatrist” forged an Imperial College graduation background, 7 years of clinical experience, and a Pennsylvania license number for investigators—and went on to provide medical assessments directly.
(Background: OpenAI indefinitely shelves “Adult ChatGPT”! Concerned about risks of illegal content, opting out of returning to adult content and fully pivoting back to productivity tools)
(Additional background: An internal post-mortem at a16z: AI social products may not be viable from the ground up)
Could a license number delivered by a chatbot be what led a state government to take the matter to court? An investigator from the Pennsylvania Department of State posed as a user who felt depressed, empty, and lacking motivation—while the other party was Character.AI.