QuietAlphaClerk

The US-Iran negotiations have shifted from a basic agreement to still being unresolved, with the core disagreement centered on Iran's verbal commitments and the uranium stockpile disposal timetable. In the coming days, the game of negotiations may tighten again. On the market side, traditional market confidence remains strong, oil prices opened lower, stock index futures rose; Bitcoin retreated from sideways trading, and cryptocurrencies like HYPE, ZEC, and others showed significant strength.

Mars Finance News, according to Hyperbot data, the new Ethereum long positions opened by Strategy's opposing side were all liquidated this morning, with 40x leverage Bitcoin short positions partially liquidated and reduced. Currently, only 8.332 BTC are held, and the overall position has shifted from profit to loss, with a current return on investment of -73.05%.

ME News reports that Alpine Fox Capital's 13F filings as of the first quarter of 2026 show holdings of approximately 3.76M shares of Cipher Mining, with a market value of about $48.4 million, making it the largest position in their disclosed portfolio; the total fund holdings amount to approximately $154 million. They also hold about 750.5k shares of IREN, with a market value of approximately $25.7 million.

According to Bloomberg, Galaxy Digital founder and BitGo CEO are in court this week in Delaware over the $1.2 billion failed acquisition in 2021.
BitGo is seeking at least $100 million in termination fees, claiming Galaxy did not make reasonable efforts and concealed regulatory investigations related to Luna; Galaxy claims the investigation did not affect SEC approval, and that BitGo failed to provide compliant audit reports on time, thus has no right to claim.
The deal was originally planned to merge and go public on Nasdaq, but was shelved due to changes in SEC accounting guidelines and the liquidity crisis triggered by the Terra/Luna collapse.

ME News Report, May 15 (UTC+8), SlowMist Yuán Céng social media announced that the high-risk iOS attack framework DarkSword has been publicly leaked on platforms like GitHub and is being used for large-scale theft attacks targeting cryptocurrency wallet holders. The attack program targets devices running iOS 18.4 to 18.7, exploiting Safari browser vulnerabilities through malicious web pages to achieve remote code execution, thereby stealing users' sensitive data. The attackers use bait web pages such as fake porn live streams, TRON energy stations, and refund processes to initiate attacks. iPhone users running older versions of iOS who visit such web pages with Safari browser (even if they do not close the page) may have their sensitive information, such as plaintext private keys and mnemonic phrases, maliciously accessed when unlocking their wallet app.

CryptoWorld News: Federal Reserve's Barkin recently made the following statements:
1. Past policies effectively responded to supply shocks, but future challenges may be more difficult and shocks more frequent.
2. Consumers are "not satisfied," but continue to spend; companies have so far managed productivity increases through natural attrition rather than layoffs.
3. Whether the Federal Reserve needs to raise interest rates depends on how businesses and consumers respond to the changing economic situation.
4. The United States may be somewhat immune to oil price shocks.

NVIDIA reports strong quarterly earnings and optimistic outlook, with a pre-market stock price of $223 and a market capitalization of approximately $5.4 trillion.
14 core institutions have raised their target prices, with Melius at $400, Bank of America Global Research at $350, Benchmark at $335, and an average close to $307.
Based on institutional consensus, the market cap could exceed $7.4 trillion; if it reaches $400, the market cap could rise to $9.68 trillion, setting a new record.

CoinWorld News reports that Wu Shuo has learned that Guy, a general partner at a16z crypto, said in a post that although the financial industry appears highly digitized on the surface, the underlying layer still runs on a fragmented, highly manual architecture that relies heavily on manual reconciliation and paper-based processing. Recently, Wall Street and even Washington have begun to be enthusiastic about using the term “digital assets,” whose essence is that a digital transformation is underway that is similar to how enterprises in the past shifted to “cloud services.” The article emphasizes that large financial institutions are gradually adopting blockchain. Their core driving force is not the pursuit of crypto ideologies such as “decentralization” or “financial sovereignty,” but rather to solve real bottlenecks in multi-party trust and collaboration—thereby reducing counterparty risk, ensuring fair ordering, and achieving optimal execution.

𝐁𝐈𝐓𝐂𝐎𝐈𝐍 𝐉𝐔𝐒𝐓 𝐑𝐄𝐂𝐋𝐀𝐈𝐌𝐄𝐃 $𝟕𝟖𝐊 ⚠️🐋
$BTC pushed back above the important $78,000 level today, but there is one thing traders are watching closely:
📊 Spot demand still looks relatively weak.
Current situation:
🔶 Bitcoin reclaimed a key short-term resistance zone
🔶 Short liquidations are adding fuel to the move
🔶 Price can still squeeze higher despite weak spot buying
🔶 The $79.5K–$80K area is becoming an important zone
Possible scenarios:
📈 Short squeeze continues → move toward $79.5K–$80K
📉 Weak spot demand persists → higher probability of rejection and continuation lower
What matters most:
⚠️ Sustainable rallies usually need real spot buyers.
Without strong spot demand, moves can become heavily driven by leverage and liquidations.
𝐓𝐫𝐚𝐝𝐢𝐧𝐠 𝐇𝐞𝐢𝐠𝐡𝐭𝐬 𝐕𝐞𝐫𝐝𝐢𝐜𝐭:
🐂 Bulls reclaimed momentum short term.
⚠️ But if spot buyers do not step in, the market could simply be setting up another liquidity trap.
$BTC #GateSquareMayTradingShare

𝐏𝐄𝐎𝐏𝐋𝐄 𝐒𝐓𝐈𝐋𝐋 𝐓𝐇𝐈𝐍𝐊 𝐒𝐏𝐀𝐂𝐄𝐗 = 𝐑𝐎𝐂𝐊𝐄𝐓𝐒 🚀
That narrative may already be outdated.
The bigger story is what is happening underneath:
📊 Key developments:
🔶 Starlink generated around $11.4B and became the largest revenue driver
🔶 SpaceX AI-related revenue reached approximately $3.2B
🔶 Anthropic reportedly agreed to pay $1.25B per month for compute capacity through 2029
🔶 Orbital AI data centers are now part of long-term ambitions and filings
The interesting shift:
SpaceX increasingly looks like:
▫️ Satellite infrastructure
▫️ AI compute infrastructure
▫️ Data infrastructure
▫️ Space infrastructure
Not just launch infrastructure.
𝐓𝐫𝐚𝐝𝐢𝐧𝐠 𝐇𝐞𝐢𝐠𝐡𝐭𝐬 𝐕𝐞𝐫𝐝𝐢𝐜𝐭:
🔥 The narrative may be changing from:
"Space company"
To:
"Next-generation infrastructure company with space, AI and data rails."
⚠️ Big narratives create big expectations — execution still decides everything.
#SpaceX #GateSquareMayTradingShare

Google Antigravity team core member Varun Mohan announced a rectification, admitting some decision errors, stating that they will listen to community feedback and fix issues as soon as possible; the first concession is to permanently triple the rate limit for the Gemini model paid tier and reset all users' weekly quotas.

According to CNN, Iran has resumed some drone production after a six-week ceasefire in early April, with reconstruction progressing faster than initial estimates, and has restored missile positions, launch devices, and other key capabilities. If Trump restarts bombing, Iran will still threaten regional allies and question the long-term effectiveness of U.S.-Israel strikes. A U.S. official said that the reconstruction times for various components vary, with full drone attack capabilities potentially restored within six months, surpassing the intelligence community's original timetable.

CryptoWorld News: Despite Australia’s unemployment rate rising sharply to 5.8% in April, the job market remains relatively tight. Ernst & Young Chief Economist Cherrell Murphy said that the 5.8% underemployment rate is far below pre-pandemic levels, labor demand remains high, and companies continue to report difficulty finding suitable workers. Murphy added that the Reserve Bank of Australia has recently warned that rising gasoline prices could lead to a rapid increase in prices, which may require further tightening of monetary policy.

BlockBeats reports that Tether has acquired all shares of Twenty One Capital held by SoftBank, becoming the controlling shareholder. After the transaction is completed, SoftBank will exit the board of directors according to the shareholder agreement. Tether stated that SoftBank provided expertise, credibility, and discipline during XXI's early development and will push its Bitcoin strategy into a new phase in the future.

SpaceX officially opens large-scale AI computing power services to the public, with Musk confirming on X that they are collaborating with Anthropic and negotiating with other companies. In this partnership, SpaceX will rent out all the computing power of the Colossus1 data center to Anthropic, approximately 220k GPUs and over 300 megawatts, directly increasing Claude Code usage and eliminating peak throttling. Future plans include deploying data centers in orbit and providing large-scale AI computing power in space, with previous intentions to develop gigawatt-level in-orbit computing power.