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ME News Update, April 18 (UTC+8), Strategy proposes to change the dividend distribution frequency of STRC from monthly to biweekly. The proposal was submitted as a preliminary proxy on April 17, with plans to submit the official document and start voting on April 28, and complete the voting by June 8. If approved, the new dividend schedule will take effect from June 30, with the first payment made on July 15. (Source: MLion)

Goldman Sachs says Alibaba disclosed, at the Hangzhou Cloud Summit and in its letter to shareholders, that it has entered a new stage of the AI agent era, with the AGI inflection point led by AI agents driven by model-generated tokens. The AI product portfolio may support the MAAS ARR target: 100 billion in the June quarter and 300 billion in the 2027 fiscal year. Goldman Sachs says Alibaba’s valuation has not yet fully reflected the potential of AI and cloud; over the next 12–24 months, it will increase investment in the AI sector and achieve profit growth, maintaining a Buy rating with a target price of HKD 180.

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.

Crypto World Network news, on-chain analyst AI Aunt reports that the 1011 giant whale who liquidated 230 million USD has recharged 9 million USDC to HyperLiquid, accumulating a total recharge of 19.01 million USD since yesterday.
This whale plans to buy 1.15 million USD worth of HYPE within the $49.725 - $52.36 range, and currently holds 2.48 million USD in spot.
Meanwhile, this whale also holds 504.4 BTC long positions with 5x leverage, valued at approximately 38.95 million USD, with an unrealized loss of 85k USD.

The global financial system is entering a phase of architectural differentiation, with the total market value of stablecoins at approximately $3234 billion. In the future, the digital dollar may have to choose between “holder-based stablecoins” and “bank deposit tokenization”: the former enables instant settlement, reducing intermediary risk and coming close to on-chain cash; the latter follows the traditional banking system, with stricter KYC and clearing, and limited cross-chain interoperability. The MiCA and GENIUS acts accelerate this differentiation: the former delineates electronic money regulation, while the latter requires 100% cash and short-term U.S. Treasury reserves, impacting payment characteristics and cross-border status, while also improving efficiency but introducing liquidity risk.

Uber's Chief Technology Officer stated that the surge in Claude Code usage led to the 2026 budget being exhausted early in the year, prompting the team to start over and establish an internal "leaderboard" to incentivize more effective use of artificial intelligence. Currently, they are using both Claude Code and Cursor simultaneously, and three months ago, less than 1% of Claude usage has now enabled approximately 11% of real-time backend code updates to be completed by AI agents centered around Claude Code. The vision is to shift from software engineering to intelligent agent software engineering, with AI agents handling coding, testing, and deployment, and plans to establish oversight and audit mechanisms for AI errors. Although layoffs are not planned at this time, budget pressures may impact staffing strategies.

Mars Finance News: On May 22, according to monitoring by HyperInsight, “Ma Ji Big Brother” Huang Licheng added to his ETH long position. He deposited 200,000 USDC into Hyperliquid, increasing his 25x ETH long position to 6,375 ETH, worth $13.5 million. Opening price: $2,127.73; liquidation price: $2,089.42.

ME News Report, May 22 (UTC+8), prediction market data shows that "Cavaliers vs Knicks" had a trading volume of $6.0M in the past 24 hours, with market engagement significantly increasing.

ME News Report, May 22 (UTC+8), prediction market data shows that within 24 hours, multiple addresses concentrated on the event "Will the U.S. launch an attack on Iran before February 22, 2026?" and selected the outcome "Will the U.S. launch an attack on Iran before February 22, 2026?", with a total bet amount of approximately $2.1M, indicating that this outcome has attracted significant funds in a short period.

Crypto World News reports that the Philippines' coins.ph has expanded its QRPH crypto payment feature, now supporting Bitcoin and Ethereum for use by merchants nationwide. Previously, it supported stablecoin USDT, automatically converting crypto balances to Philippine pesos at checkout without manual intervention. This move enables approximately 700k QRPH merchants to accept crypto payments, further integrating cryptocurrencies into the national QR infrastructure and strengthening coins.ph's position as a digital wallet that directly connects crypto payments to the national system.

Stanford NLP demonstrated at ICML 2026 that by automating executors, pre-training and post-training of LLMs can be transformed into execution environments, using execution feedback to improve research efficiency. Two methods: evolutionary search outperforms GRPO (69.4% vs. 48.0%) in post-training tasks, and recipes found in pre-training tasks are faster than nanoGPT (19.7 minutes vs. 35.9 minutes), both completed within ten search rounds; reinforcement learning based on execution rewards is prone to mode collapse, which, while increasing average rewards, does not improve the upper bound. This work points the way for execution-oriented automated AI research.

According to Beating Monitoring, the xAI official website's model selection menu shows the Grok 4.3 (beta) option labeled as Early Access. Previously, the main version on the web was the Grok 4.20 series. The core improvements of Grok 4.3 are expected to focus on ultra-long context processing capabilities and native multimodal video understanding.

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.

Title: New Paradigms and Investment Logic in the AI + Web3 Era
Author: Rhythm BlockBeats
Source:
Reprinted from: Mars Finance
Preface
In the past two years, AI concepts have been everywhere. Large models and decentralized technologies have been intertwined, and a lot of things have left many people dazzled. As a VC, we’ve looked at hundreds of cross-disciplinary projects, both big and small. In this article, we share some straightforward truths—including the real cycles in the AI industry, why AI can’t do without Crypto, and what we care about the most and stay most alert to when assessing projects.
Note: The content in this article is excerpted from the roundtable discussion, “AI+Web3-The …,” at the event “AI + Bitcoin, the Next-Gen Revolution - BTC Vegas Side Event” held on April 28.

SpaceX has selected Goldman Sachs as its lead underwriter for its historic IPO, expected to dominate pricing and equity allocation.
The IPO size could be the largest in history, with a valuation of approximately $1.25 trillion, underwriting fees may exceed $500 million, at least twice the size of Alibaba's 2014 IPO.