GateUser-7919e6b9

BlockBeats News, May 25 — Mitsubishi UFJ Financial Group analyst Lloyd Chan stated in a report that if geopolitical risks ease, the dollar could face a significant reversal in investor positioning.
The report states that the current momentum of the dollar's strength continues; at the same time, Gulf countries including the UAE, Saudi Arabia, and Qatar are continuing to call for diplomatic solutions to resolve the situation and warn against further escalation of tensions.

According to ME News on April 18th (UTC+8), forecast market data shows that in the event of "Will shipping through the Strait of Hormuz return to normal before the end of April," the trading probability of the "Yes" option increased from 28.5% to 48.5% on that day, a rise of 20.0 percentage points.

Crypto news, according to a report by The New York Times, before Israel attacked Iran on February 28, it had jointly participated with Donald Trump in discussions about the situation, but the circumstances changed only a few weeks later. Two Israeli defense officials said Israel had been completely sidelined by the Trump administration and was nearly entirely excluded from the decision-making circle for the U.S.-Iran ceasefire negotiations. Unable to obtain information from its closest allies, Israelis were forced to piece together the negotiations between Washington and Tehran through contacts with leaders and diplomats in the region, as well as their own monitoring of Iran’s leadership structure. U.S. officials familiar with Trump’s thinking said he regarded Netanyahu as a wartime ally, but when negotiating with the Iranians, he did not view him as an intimate partner—someone Trump believed Netanyahu needed to be constrained when it came to resolving conflicts.

The Islamic Revolutionary Guard Corps and the Iranian military stated they are prepared to respond forcefully to any acts of aggression and crime; they said that the enemy's attempts to invade the Persian Gulf islands through land and sea operations have been thwarted. If they dare to attack again, they will face a deadly counterattack, ultimately only bringing shame upon themselves and suffering strategic defeat, gaining nothing.

Bank of America states in the report that artificial intelligence has improved productivity in specific, well-defined tasks, but has not yet been scaled up across the entire economy. Currently, productivity increases by about 0.1% annually, with a limited overall impact. In the long term, AI's potential could be about ten times higher than it is now, and in an optimistic scenario, it could boost global growth by approximately 1 percentage point annually over the next decade, bringing the global growth rate to 4.5%.

Goldman Sachs research report states that Baidu's cloud business accelerated in the first quarter, with GPU cloud making a significant contribution, and AI-driven business is expected to grow over 30% year-on-year, with AI cloud infrastructure growth exceeding 50%. By the end of 2026, AI-driven business may surpass traditional business. Management states that in the next few quarters, cloud growth will lead the market, with tokens shifting from training to inference to expand customers. The mid-term GPU cloud gross margin target is 35-40%, and CPU/memory gross margin is 25-30%. Baidu strives for AI-driven business to account for over 50%, shortening the holding discount through cloud/chip growth.

CryptoWorld News: The Federal Reserve announced that the Federal Open Market Committee (FOMC) unanimously elected Kevin Wash as FOMC Chair.

CoinJie.com reports that OnchainLens reported that a whale increased its 25x leveraged Ethereum long position to 18,100 ETH, with Ethereum’s market value of approximately $38.5 million. At the same time, he still holds 10x leveraged long positions in ZEC and HYPE, with floating profits exceeding $7.6 million. On the other hand, Machi deposited $200,000 USDC into its 25x leveraged Ethereum long position, increasing its position size to 6,375 ETH, with Ethereum’s market value of approximately $13.5 million.

🚨 $HYPE IS NOW ONLY $2.5B AWAY FROM FLIPPING $DOGE
• DOGE market cap $17.7B
• HYPE market cap $15.2B
That means HYPE only needs roughly another 16% move from here.
Meanwhile Grayscale keeps buying aggressively:
• 115,733 HYPE ($6.65M) bought in the past hour
• 682,190 HYPE ($34.9M) bought over the past week
At the same time, traders are still heavily leaning bearish despite price making new ATHs.
If you’ve been trying to short this move… You are probably bleeding. 👀
#GateSquareMayTradingShare #TradfiTradingChallenge

CryptoWorld News reports that AMD CEO Su Zifeng stated that significant double-digit growth is expected in the artificial intelligence PC sector.

According to Onchain Lens monitoring, Trump Media deposited 2,650 BTC into Cryptocom, worth approximately $204.93 million (2.0493 billion USD). Currently, it holds 6,889 BTC, worth approximately 5.3278 billion USD (about $532.78 million).

CoinWorld News reports that trader yixie stated on ChainOn Wall Street Express that he has increased his long position in MU by 888.04 shares, approximately $675,858.72, with a current holding value of $7,197,951.06. The average price has been adjusted from $754.17 to $753.87. The current profit and loss stand at -$11,520.89 (-0.48%), with the current price at $752.67 and the liquidation price at $529.06. Since April, yixie has been building long positions in MU and SNDK on the HyperLiquid platform, becoming the biggest beneficiary in the on-chain semiconductor sector during the May rally, with a monthly profit of $7 million, and is the largest long in AMD.

Ju.com and Nivex launch Web4.0 intelligent intent AI large model OGAgent, aiming to end physical transactions with AI clusters, achieve computing power sovereignty, and usher in the AI sovereignty era. The core features include millisecond-level response times with a distributed edge architecture, intent-driven configuration, and secure isolation of execution rights and ownership, along with deflation through buyback and destruction of $OG. Global partner recruitment has begun, with the first batch eligible for VIP3 permissions, asset seats, and high revenue sharing.

ME News April 17 (UTC+8) reports: The BRC-20 token sector sees multiple tokens retracing but overall still on the rise, with a market cap of approximately $192 million, down 2.7% in the past hour. Key tokens: MUBI $0.001196 down 6.2%; ORDI $7.11 down 3%; SATS $0.00000001901 down 5.3%; TURT $0.0002513 down 15.4%; 1000SATS $0.00001899 down 3.8%. Source: ChainCatcher.

ME News Report, May 15 (UTC+8), 0x Co-CEO Will Warren tweeted that he will step down but remains a major shareholder and will continue to serve on the board. "Our industry has entered a new phase. It is highly competitive with many participants. Certain aspects of our organizational structure and operational model have slowed us down in recent years, with the co-CEO structure being a major factor." (Source: Foresight News)