FarmingNoSleep

After Nvidia announced its Q1 earnings, multiple investment banks raised their target prices: Baird raised it to $500, Bank of America to $350, Benchmark to $335, Jefferies to $300, and JPMorgan to $280. The current stock price is approximately $223, with analysts generally optimistic about AI chip demand, the Blackwell platform, and data center growth, and the average target price implies about a 30% upside.

ME News reports that Netanyahu was deeply involved in the Trump administration's Iran strategy at the early stages of the US-Iran conflict, promoting joint efforts to strike Iran and change the regime. As US-Iran ceasefire negotiations began, he was gradually marginalized, almost no longer participating in negotiations, relying only on regional diplomacy and intelligence to gather information. This weakened his political image, despite claiming close ties with Trump, as the US reduced coordination on key diplomatic matters, affecting Israel's control over the situation and his prospects for re-election.

According to BlockBeats, Hermes Agent has added support for Codex runtime. Once enabled, terminals, editors, sandboxes, and MCP calls for openai/* and openai-codex/* are executed within Codex, with Hermes only responsible for conversations, slash commands, gateways, memory, and skill review. Hermes registers itself as Codex's MCP server, injecting 17 tools (including web search, browser automation, visual analysis, image generation, etc.) into Codex via stdio; requests like web_search are routed through MCP back to Hermes. The default is opt-in, with /codex-runtime codex enabled, and /codex-runtime auto to switch back.

Mars Finance news: On May 21, according to monitoring by Onchain Lens, the whale “0x082” has been holding its 5x HYPE long position since December 5, 2025. Its unrealized profit is currently over $27.4 million, after it once had an unrealized loss of more than $26 million. The address currently holds 1.38 million HYPE, worth approximately $81 million.

BlockBeats News, May 21. According to Coinglass data, if Bitcoin breaks above $80,000, the cumulative short liquidation strength on mainstream CEXs will reach 947 million.

Conversely, if Bitcoin falls below $76,000, the cumulative long liquidation strength on mainstream CEXs will reach 899 million.

BlockBeats Note: The liquidation chart does not show the exact number of contracts pending liquidation, or the precise value of the contracts being liquidated. The bars on the liquidation chart indicate the importance of each liquidation cluster relative to nearby clusters—i.e., the intensity.

Therefore, the liquidation chart shows how much the target price will be affected when it reaches a certain level. A higher “liquidation column” means that once the price reaches that point, it will trigger a stronger reaction due to liquidity waves.

OpenAI launched the ChatGPT for PowerPoint plugin on May 22, allowing users to converse with ChatGPT in the PowerPoint sidebar to generate new PPTs from scratch using natural language, optimize content, convert meeting notes into presentation materials, and edit the output PPT storyline. Simultaneously, the ChatGPT for Excel plugin was released, with related features available to all ChatGPT users.

Eightco Holdings announced that as of May 20, the total holdings were approximately $337 million, consisting of approximately $90 million in OpenAI held indirectly through SPVs, $18 million in Beast Industries, $1 million in Mythical Games, 11,068 Ethereum, 283.45M WLD tokens (at $0.25 per token), and about $133 million in cash and stablecoins; WLD accounts for approximately 8.31% of the circulating supply, making it the largest publicly disclosed institutional holding worldwide.

Crypto界网消息，BTC OG内幕巨鲸在HyperLiquid平台增持ZEC空单1,807.54枚，约合1,123,344.15美元。该巨鲸的持仓规模为6,651,910.17美元，均价从655.95美元降至655.34美元，当前盈亏为+60,553.07美元（+2.73%），当前币价为649.43美元，清算价为3,971.81美元。该地址曾持有超过50k枚BTC，沉寂8年后陆续将部分BTC换仓ETH，其操作屡次与特朗普言论及美国政策动向高度同步。

Federal Reserve Board governor Stephen Milan has submitted his resignation and will step down before new Chair Kevin Wash takes office; he has long dissented at the FOMC, calling for rate cuts and emphasizing the lag effect of monetary policy, opposing three 25-basis-point rate cuts in 2025, favoring larger cut amounts and a more forward-looking monetary policy, and believing that non-monetary factors and the effects of slowing population growth and reduced immigration on employment and deflation should be considered.

According to Bitcoin News, U.S. Representative Nick Begich introduced the "U.S. Reserve Modernization Act," with 16 co-sponsors. The bill proposes establishing a strategic Bitcoin reserve, integrating federal digital assets and locking them for at least 20 years, exploring budget-neutral purchasing, and preventing future liquidation impacts. Media reports say the bill will make the reserve established by the Trump administration's executive order officially law.

Wu Shuo learned that Coinbase Derivatives, a subsidiary of Coinbase, announced it will launch the first batch of US-regulated perpetual stock index futures on June 8th, Eastern Time, and will be incorporated into the CFTC regulatory framework.
The initial products include four thematic index futures: AI10, China10, Defense10, and Tech100, which track the performance of US AI-related companies, Chinese concept stock ADRs, defense companies, and large-cap Nasdaq technology companies, respectively.

The Avalanche Foundation announced the establishment of an independent selection committee for the research grant program, consisting of members including Ava Labs founder and CEO Emin Gün Sirer, Foundation Chief Investment Officer Matias A., Chief Economist Eric Lu, as well as external academic experts such as Duke University’s Campbell Harvey, University of Florida’s Fahad Saleh, and Columbia University’s Agostino Capponi. The grant program is now open for applications, focusing on crypto asset pricing and valuation, validator economics and network security. Proposals will be evaluated based on five criteria: relevance, methodology, innovation, feasibility, and team qualifications.

$HOT already broke down from the range and momentum looks weak.
Sellers are starting to take control and pressure keeps building.
Every failed bounce is adding more downside risk.
Lower targets now look ready to get tapped soon if this weakness continues.
Market structure still looks heavy here.
Could see a sharp flush if volume starts kicking in on the downside.

Mars Finance News, on May 21, Strategy founder Michael Saylor stated that the company's goal is to maximize the growth of the credit tool STRC to further expand Bitcoin purchase scale and increase BTC holdings per share. He also emphasized that the company aims to minimize volatility and uncertainty as much as possible.

CryptoWorld News reports that U.S. intelligence indicates Iran is rebuilding its military-industrial infrastructure faster than expected and has already begun producing drones.

CryptoWorld News: The Bank of England plans to release draft regulations for stablecoins next month, as the UK promotes tokenization and the development of regulated stablecoins.

CryptoWorld News: Saudi government data shows that in March 2026, Saudi commodity exports increased by 21.5% year-over-year, with oil exports growing by 37.4%.