DustyAlpha

BitMine Chairman Tom Lee stated that the fundamentals of the U.S. stock market remain healthy, with AI dominance, energy independence, and consumer resilience as advantages, and there may still be room for growth by the end of the year. IPOs of companies like OpenAI and SpaceX will generate trillions of dollars in wealth effects and stimulate consumption, but unlocking shares will increase supply pressure. AI and semiconductors are not yet in a bubble, with strong demand and tight supply. In the future, attention should be paid to uncertainties in mid-term elections, oil inventory liquidation, and supply shocks caused by later unlockings.

According to Bloomberg, the SEC has approved Nasdaq to launch index options products based on Bitcoin prices, providing U.S. stock traders with a new type of price exposure tool beyond spot Bitcoin ETF options. Investors can trade Bitcoin index options to hedge BTC prices without directly holding spot or ETF. Industry insiders believe this move indicates that traditional finance and the crypto asset system are accelerating their integration, with similar spot Bitcoin ETF options like the iShares Bitcoin Trust already widely traded.

CoinWorld News reports that Abraxas Capital’s main address increased its short position in HYPE by 24,398.57 units on May 22, 2026, roughly equivalent to $1,664,784.78. The address’s position size is $8,554,282.51; the average price has been adjusted from $43.63 to $46.36. Its current profit and loss is -$1,920,306.10 (-112.24%). The current HYPE price is $59.78, and the liquidation price is $142.93. The address began building its position in May; it was once a whale with the largest contract capital size on HyperLiquid. Since November, it has continued taking profits, and the position size has at one point reached $920 million.

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Two messages nearly simultaneously spread across Silicon Valley.
One: Anthropic is expected to achieve $10.9 billion in sales this quarter, marking its first quarterly profit.
The other: OpenAI is accelerating its IPO process, planning to secretly file its prospectus within the next few weeks, aiming to go public in the fall, with a valuation potentially surpassing one trillion dollars.
Once the news broke, SoftBank Group's stock price surged nearly 20% intraday, with a market value increase of about 240 billion yuan RMB in a single day.
On one side, they just reached the profit threshold; on the other, they are desperately rushing to go public while still in the red. Looking back at the personnel change from two days ago, the logic becomes clear—
On May 19, former OpenAI co-founder Andrej Karpathy announced on X that he was joining Anthropic full-time.
This is not an ordinary job switch.
Today’s OpenAI has already become a capital

According to WSJ, the U.S. Department of Commerce is negotiating with several quantum computing companies, planning to exchange company equity for funding from the Trump administration. It is reported that the Department of Commerce intends to allocate a total of $2 billion in grants to nine quantum computing companies, with $1 billion awarded to IBM, chip manufacturer GlobalFoundries will receive $375 million, and publicly traded companies including D-Wave Quantum, Rigetti Computing, and Infleqtion will each receive $100 million. The startup Diraq is expected to receive $38 million.

ME News Report, May 15th (UTC+8), forecast market data shows that in the event "What price will Bitcoin reach in May?", the probability of the "Yes" option for the prediction "Will Bitcoin fall to $75,000 in May?" decreased from 54.5% to 33.5%, a drop of 21.0 percentage points in a single day.

CryptoWorld News: A whale has increased its short position in ZEC by 2,975.21 coins on the HyperLiquid platform, approximately $2.1216 million. The current position size is $11.4294 million, with the average price adjusted from $670.69 to $671.36. The current profit and loss is -$105,909.36, a decline of -9.27%. The current ZEC price is $677.64, with a liquidation price of $1,638.95. This whale has long relied on market oscillations during downward trends, simultaneously going long on BTC and short on HYPE. Currently, with a total scale of $50 million in long BTC positions, the full-cycle profit exceeds $37 million.

The Senate Banking Committee passed the CLARITY Act by a vote of 15 to 9, which will be merged with the House Agriculture Committee version before being sent to the full chamber for a vote. Final approval still requires negotiations on ethical provisions to prevent cryptocurrencies and DeFi from being used for financial crimes and to address government officials' involvement in the crypto industry. The Digital Chamber of Commerce expects to reach an agreement on the ethical provisions before submitting it for a full vote. The bill must be passed before August to avoid delays caused by the summer recess and midterm elections.

CryptoWorld News: HYPE briefly reached 59.85 USDT, hitting a new all-time high after 8 months, with a 24-hour increase of 16.16%.

CryptoWorld News: On the 21st, U.S. Secretary of State Rubio said that negotiations between the U.S. and Iran have made some progress, but he cannot guarantee that an agreement will definitely be reached. He also pointed out that if a “good agreement” cannot be reached, the U.S. has other options available. On that day, Rubio traveled from Miami, Florida, to Sweden to attend the NATO foreign ministers meeting, and at the airport he told the media that President Trump’s top priority is to reach a “good agreement,” and that the U.S. “will do everything possible to achieve this goal.” However, Rubio also made it clear that if a good agreement cannot be reached, Trump has other alternative plans. Although there are some positive signs at the moment, Rubio does not want to appear overly optimistic and said, “Let’s see what happens in the next few days.”

The Southern District of New York Federal Court has sentenced Celsius's former Chief Revenue Officer Roni Cohen-Pavon to time served and granted him one year of supervised release. He admitted to fraud and manipulating the price of CEL tokens, involving significant user losses after Celsius's collapse in 2022. According to the agreement, he must pay over $1 million in restitution and a $40k fine.

The Moscow Exchange is negotiating with brokers to launch a cryptocurrency trading model, and trading may become 24/7 around the clock, ultimately depending on clearing operations. They are testing cryptocurrency deposits and withdrawals, inviting some brokers to participate in the testing. In the future, users will not be able to register cryptocurrency wallets directly on the exchange; instead, they will need to operate through brokers' digital custody accounts. The platform is actively developing related solutions.

SpaceX's IPO prospectus is expected to be released Wednesday evening, highlighting a photo of the Starship launch moment, with the rocket spewing orange flames and a large amount of smoke, emphasizing key technological breakthroughs. The prospectus will position Starship as the core driver of future growth, regarded as a key asset for assessing long-term value, with analysis suggesting it will further strengthen Starship's central narrative position in deep space transportation and commercial spaceflight systems.

BlockBeats reports that Vance, at a press conference, addressed the controversy over Trump’s stock trading, saying that Trump did not personally trade and that the investments are managed by independent wealth advisers; the Trump Organization also said that the investments are automatically managed by a third party. OGE disclosed that in 2026 Q1, Trump made about 3,700 trades, with a value range of 220 million to 750 million dollars, including 2,346 buys and 1,296 sells, and did not disclose profits or losses.

📊 Today's Fear and Greed Index:
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Mars Finance News: According to Onchainlens monitoring, a whale has opened a long position of 40k shares of Nvidia (NVDA) with 10x leverage, valued at approximately $8.8 million, with a liquidation price of $210.6.