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1179 posts · 2026-05-29 · Page 13
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Research Brief
Research Brief · 29 May 2026
Through research on the following hot topics: OpenAI's GPT Image 1.5 launch, Ferrari's first EV flopping with fans and investors, US-Iran ceasefire deal and immediate breakdown with new strikes, Trump on a $250 bill, and China building AI token futures markets.
My take: The US-Iran news cycle is pure chaos—deal announced, then strikes within hours. Markets are getting whipsawed, and crypto is reacting to every headline. The AI token futures from China is a massive signal that compute is becoming a commodity.
Things are heading toward more volatility. The Iran situation will escalate before any real peace, and AI monetization will accelerate, especially in crypto. Public sentiment is exhausted and cynical—nobody trusts the ceasefire, and everyone is watching for the next rug pull.
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#601
⚠️ BREAKING : 🇺🇸 U.S. jobless claims rise to 215,000; forecast 211,000; previous reading 210,000. News ✦ X (Twitter) ✦ YouTube
#602
分析：AI交易代理或终结交易所高频交易模式，为散户带来公平激励 Odaily星球日报讯 随着 AI 交易代理进入金融市场，散户交易的结构性问题正在迎来可能的变革。当前交易所和券商的商业模式依赖于客户频繁交易，无论盈亏，都通过佣金、点差和订单流获利。研究显示，74%至 89%的散户交易者最终亏损，而零佣金交易背后隐藏的支付订单流（PFOF）机制让平台利润与客户收益无关。独立、可编程的 AI 交易代理能够改变这一结构性矛盾：通过将代理收益与客户组合收益挂钩，鼓励纪律性交易，而非交易频率。代理可选择减少仓位、规避冲动操作、在高波动市场中保护客户资产，实现真正的利益对齐。随着美国取消日内交易最低资产要
#603
Sequans清仓式退出比特币财库战略，完成债务赎回并回归物联网芯片主业 Odaily星球日报讯 法国半导体公司 Sequans Communications 周四表示，已完成与其比特币财库相关的全部债务赎回，标志着其正式退出此前的加密资产财库策略，并将重心重新聚焦于物联网与蜂窝半导体业务。该公司表示，本次债务偿还主要通过出售约 80%的比特币持仓完成。目前 Sequans 仅持有 658 枚 BTC，且已“完全无负担”。公司称未来将逐步“变现”剩余比特币，但未明确是继续出售还是通过抵押等链上方式使用。Sequans CEO Georges Karam 表示，此次债务清理“标志着重要转折点”，
#604
美股开盘，加密股普跌 深潮 TechFlow 消息，5 月 28 日，美股开盘，三大股指涨跌不一，道指跌 0.06%，标普 500 指数跌 0.47%，纳指涨 0.04%。 CEA Industries (BNC): 2.433 美元，下跌 1.50% (-0.037) Sharplink (SBET): 5.840 美元，下跌 2.67% (-0.160) Strategy (MSTR): 147.410 美元，下跌 4.40% (-6.790) Coinbase Global (COIN): 171.100 美元，下跌 1.54% (-2.680) Circle (CRCL): 100.0
#605
BITCOIN IS COOKING SOMETHING 👀 @BitcoinNews
#606
DYLAN LECLAIR: 🟠 "The story of our lifetimes is going to be the perpetual debasement of your purchasing power in any currency terms with the dollar probably being the best until potentially trust is lost in the dollar." "We've witnessed the greatest technological boom in human exi
#607
VanEck 推出美国首个现货 BNB ETF VBNB 深潮 TechFlow 消息，5 月 28 日，据 The Block 报道，资产管理公司 VanEck 于周四正式上线 VanEck BNB ETF（代码：VBNB），成为美国首个提供 BNB 现货敞口的交易所交易产品。VBNB 由托管于 Anchorage Digital Bank 冷钱包中的实物 BNB 支持，管理费率为 0.39%，暂不支持质押功能。 https://www.techflowpost.com/zh-CN/newsletter/123856
#608
CNN 就人工智能版权侵权问题起诉 Perplexity 公司 深潮 TechFlow 消息，5 月 28 日，美国媒体 CNN 起诉 Perplexity，指控这家人工智能公司非法复制和分发 CNN 的内容。这起在周四发起的诉讼加入了《纽约时报》等出版商针对生成式人工智能初创公司提起的一系列法律诉讼。但这是 CNN 首次就人工智能版权问题提起诉讼，据信也是电视网络首次采取此类行动。(金十) https://www.techflowpost.com/zh-CN/newsletter/123857
#609
The Digital Chamber ramps up pressure on Congress with call to action to pass Clarity Act - The Block
#610
AI初创公司Groq正为新实体筹集6.5亿美元资金 Odaily星球日报讯 AI 芯片制造商 Groq 公司（Groq Inc.）在与英伟达(NVDA.O)达成一项价值 200 亿美元的许可协议后，正向现有投资者筹集高达 6.5 亿美元的资金，用于成立一家新公司。这家被称为“Groq2”的新公司据称将转型脱离芯片制造业务，转而专注于构建“AI 新云”（AI neoclouds）服务。(Axios) 原文链接 https://www.odaily.news/zh-CN/newsflash/484974
#611
Trump administration sues states for denying ICE agents undercover plates The Department of Justice has argued that states are obliged to give ICE vehicles confidential licence plates. Read more.... 👇 https://www.aljazeera.com/news/2026/5/28/trump-administration-sues-states-for-denying-ice-agents-un
#612
JORDI VISSER: THE FED IS TRAPPED The market still thinks the Fed can just “raise rates again” if inflation comes back like they did back in 2022. However, back then, annual interest expense on US debt was around $600 billion. Now it’s on pace for roughly $1.4 trillion a year. @BitcoinNews
#613
JUST IN: 🟠 Public company Strive is now estimated to have bought 542 BTC worth $37 million via SATA today 🚀 It's estimated they've bought over 1,496 BTC this week 🤯 Source: https://x.com/bitcoinmagazine/status/2060091824505553298 @BitcoinNews
#614
Hundreds flee India crackdown on undocumented migrants Hundreds flee India crackdown on undocumented migrants Read more.... 👇 https://www.aljazeera.com/video/newsfeed/2026/5/28/hundreds-flee-india-crackdown-on-undocumented-migrants?traffic_source=rss -------Follow 👉 @aljazeera_world ------
#615
Smoke rises over Beirut after Israeli strike Footage shows smoke billowing over south Beirut following an Israeli attack on the Lebanese capital. Read more.... 👇 https://www.aljazeera.com/video/newsfeed/2026/5/28/smoke-rises-over-beirut-after-israeli-strike?traffic_source=rss -------Follow 👉 @aljaze
#616
US and Iran reached a deal, but Trump's final approval is still needed @Beinginvested
#617
美国至5月22日当周EIA原油库存 -332.7万桶，预期-414.3万桶(金十数据APP) Odaily星球日报讯 美国至 5 月 22 日当周 EIA 战略石油储备库存 -906.3 万桶，前值-992 万桶。美国至 5 月 22 日当周 EIA 原油库存 -332.7 万桶，预期-414.3 万桶，前值-786.3 万桶。美国至 5 月 22 日当周 EIA 俄克拉荷马州库欣原油库存 -279.4 万桶，前值-160.4 万桶。(金十) 原文链接 https://www.odaily.news/zh-CN/newsflash/484996
#618
SpaceX自研C语言AI训练框架接近完工，将用于训练Grok v5 马斯克透露，SpaceX 内部团队正在接近完成用 C 语言自研的超大规模 AI 训练框架 V1.0 版本。 在硬件映射与并行机制上，全新训练栈能精准适配由 22 万张英伟达 GB300 加速卡与 800G 网卡组成的超大规模计算集群。为了压榨底层算力，框架在设计上极度贴近裸金属（bare metal）底层，并深度采用流水线并行（pipeline parallelism）技术。在应对超大规模训练任务时，纯 C 语言编写的底层架构相较于谷歌主流的高级 AI 框架 JAX，潜在运行速度可提升一个数量级以上（即 10 倍以上）。 全
#619
How War Changed Eid in Lebanon After nearly three years of war and displacement, Eid in Lebanon no longer feels like celebration for many families. Read more.... 👇 https://www.aljazeera.com/video/newsfeed/2026/5/28/how-war-changed-eid-in-lebanon?traffic_source=rss -------Follow 👉 @aljazeera_world --
#620
❗️ Former President Trump underscored the vital role of the CFTC in preserving exclusive control over "prediction markets" to foster their growth. He also highlighted the necessity of safeguarding the cryptocurrency industry, pointing out international attempts to surpass the U.S. in this
#621
美联储穆萨莱姆：需要加息的情形是存在的 Odaily星球日报讯 美联储穆萨莱姆表示，经济可能需要加息的情形是存在的，认为通胀风险可能无法如愿收敛至目标，基本情景展望是通胀将需要更长时间才能回落至目标水平。(金十) 原文链接 https://www.odaily.news/zh-CN/newsflash/484999
#622
Futu Posts 61% Profit Slump in Q1 as Recent Regulatory Fine Offsets Revenue Gains Futu Holdings reported higher revenue and trading activity in the first quarter of 2026, but net profit dropped sharply after a regulatory penalty impacted earnings. https://www.financemagnates.com/forex/futu-posts-61-
#623
Secretário de Estado americano confirma que os EUA classificaram oficialmente o PCC e o CV como organizações terroristas https://oapolo.com/secretario-de-estado-americano-confirma-que-os-eua-classificaram-oficialmente-o-pcc-e-o-cv-como-organizacoes-terroristas/ Fonte: VIP News 🏦 @alexeconomia
#624
JUST IN: 🟠 Michael Saylor says, "We've bought $11 billion of Bitcoin so far this year, we're already buying at 2x the rate they're able to produce it." "We're at $24 billion run rate... that instrument alone going to buy 2-3x the Bitcoin supply produced by mi
#625
Coinbase将O添加到上币路线图 Odaily星球日报讯 Coinbase 宣布将 o1[.]exchange（O）添加到上币路线图。 原文链接 https://www.odaily.news/zh-CN/newsflash/485000
#626
Loracle解质押价值5130万美元的HYPE Odaily星球日报讯 据 Arkham 监测，前 HYPE 最大多头 Loracle 已解质押价值 5130 万美元的 HYPE，市场普遍预期其将抛售。 原文链接 https://www.odaily.news/zh-CN/newsflash/484984
#627
📋 GLOBAL BRIEFING | Thursday, May 28, 2026 🏛️ POLITICS South Carolina voters ‘very angry,’ Clyburn says Record early turnout reflects deep frustration, the congressman noted after observing long queues at polling stations. 📊 ECONOMY/BUSINESS IREN shares surge on $1.6 billion Dell deal The agree
#628
美SEC主席：长期打压加密创新的时代已经结束，将提供监管明确性 5 月 28 日，美国证券交易委员会（SEC）主席 Paul Atkins 在社交媒体发文表示，「长期以来，美 SEC 一直与新技术和创新发展相对立，迫使许多创业者和企业转向海外。那个时代已经结束了。 在特朗普总统的领导下，并与美国政府及国会同僚协同合作，我们正在为数字资产市场提供亟需的监管明确性。」
#629
OpenAI发布前沿治理框架 Odaily星球日报讯 OpenAI 发布前沿治理框架（Frontier Governance Framework），系统阐述其 AI 安全与治理实践如何对接《加州前沿 AI 透明法案》及欧盟《通用 AI 行为准则》等新兴监管要求。该框架基于 OpenAI 现有 Preparedness Framework，重点覆盖网络攻击、CBRN 风险、有害操纵、失控风险、模型报告、安全事件响应及外部专家审查等领域，并表示将随着模型能力与监管环境变化持续更新。 原文链接 https://www.odaily.news/zh-CN/newsflash/485003
#630
JUST IN: 🟠 Fidelity Digital Assets says Bitcoin is "entering an era of scarcity." 👀 They predict public companies may buy another 1 million BTC by 2029 🚀 Source: https://x.com/BitcoinMagazine/status/2060022506266796269 @BitcoinNews
#631
The lost art of leadership @BitcoinNews
#632
马斯克辟谣：SpaceX与Anthropic为180天短租且随时可收回算力 针对外部分析师关于 SpaceX 将以 3 年 450 亿美元天价把 Colossus 集群租给 Anthropic 的传闻，SpaceX 创始人埃隆·马斯克（Elon Musk）做出紧急澄清。马斯克明确表示，SpaceX 并未向 Anthropic 做出长达数年的算力租赁承诺。目前的合作本质上是一项仅有 180 天的短期租赁协议，到期后任何一方只需提前 90 天书面通知，即可随时无条件终止合同。 马斯克强调，锁定短期合同并非 Anthropic 的本意，而是 SpaceX 方面的强硬要求。在当前全球前沿大模型竞争与算
#633
📋 TechFlow 夜话「预测市场」 | 05/28 睡前一分钟，掌握预测市场关键脉动 本栏目内容由 AI 基于公开信息整理，仅供信息参考 📖 综述 今天预测市场最活跃的方向仍是美伊永久和平协议，但整体预期明显降温。 🔥 重点事件 1️⃣ 美伊会在 2026 年 5 月 31 日前达成永久和平协议吗？ 目前市场给出 8% 的概率，比昨天跌了 16 个点。 其中最值得关注的是 TBill1（历史 25 胜 20 负，总盈利 -647 美元），单笔买入 510 美元。 👉 https://polymarket.com/event/us-x-iran-permanent-peace-deal-by
#634
Altcoins and Bitcoin Crash After Donald Trump Pledged to Save Crypto • Donald Trump claimed on Truth Social that he will protect and codify a future-proof digital asset market structure in the U.S., positioning America as the crypto capital of the world. • Despite Trump's optimistic statements,
#635
“สหรัฐ-อิหร่าน” จ่อเซ็น MOU ขยายเวลาหยุดยิง 60 วัน-เปิดช่องแคบฮอร์มุซ อ่านเรื่องนี้ต่อที่: https://www.kaohoon.com/news/835271
#636
OR-BCP ลดราคา “เบนซิน-แก๊สโซฮอล์” ลิตรละ 70 สต. ดีเซลพรีเมียมลง 1 บาท มีผลพรุ่งนี้ อ่านเรื่องนี้ต่อที่: https://www.kaohoon.com/news/835267
#637
JUST IN: 🇺🇸 Trump Administration is pushing to get President Trump's face on the $250 bill. Bitcoin has no face. Just math and code. Source: https://x.com/BitcoinMagazine/status/2059996721615139020 @BitcoinNews
#638
Three wounded in Swiss train station stabbing labelled ‘act of terror’ Swiss authorities arrest suspect who had come to authorities' attention in 2015 for distributing ISIL propaganda. Read more.... 👇 https://www.aljazeera.com/news/2026/5/28/three-wounded-in-swiss-train-station-stabbing-labelled
#639
美股三大指数涨跌不一，HOOD涨超10.64% PANews 5月29日消息，据Bybit行情，美股三大指数涨跌不一，道指跌0.08%，纳指涨0.59%，标普500指数涨0.36%。加密概念股普涨，其中COIN(Coinbase)日内上涨4.46%；HOOD（Robinhood）日内上涨10.64%。 🔗 https://www.panewslab.com/zh/articles/019e702c-47fe-747d-b5e7-176ca016ef8a
#640
⚡ ارتفاع أسهم ديل بنسبة 57% منذ إعلان الرئيس ترامب عن شراء الأسهم في 8 مايو 📈 أعلنت الحكومة الأمريكية أمس عن عقد بقيمة 9.7 مليار دولار مع شركة ديل 💰 تسببت هذه الخطوة في ارتفاع أسهم الشركة بشكل كبير في السوق 🔁 x.com/Crypto_News24_z ✈️ Bitcoin News | أخبار البتكوين
#641
How you can retire off 0.25 Bitcoin 🤯 @BitcoinNews
#642
Aave Secures FCA Approval for UK Crypto Operations • Aave Labs' subsidiaries, Push Labs Ltd. and Push Virtual Assets Ltd., received FCA registration to operate as crypto asset exchange providers in the UK, allowing them to issue electronic money. • The approvals enable regulated crypto activitie
#643
JUST IN: 🟠 Strive CEO Matt Cole just said, "If #Bitcoin goes up about 5.9% a year, Strive could dividend on its $SATA forever." "My belief is BTC's gonna go up about 30% a year for the next 10-20 years, but anything over 13% the common equity outperforms BTC itself." Sou
#644
JUST IN: 🇫🇷 Publicly traded Sequans announces that their "Treasury Strategy Concluded: No longer pursuing a digital asset treasury strategy and will monetize remaining holdings over time." Source: https://x.com/Sequans/status/2059969202388083146 @BitcoinNews
#645
【Sui：主网目前出现网络停滞，交易可能暂时暂停】 Foresight News 消息，Sui 主网目前正经历网络停滞（network stall），Sui 核心团队已确认该问题并正在积极排查解决方案。官方提示，故障期间交易处理可能暂停，用户需注意相关风险。 https://foresightnews.pro/news/h5Detail/105294
#646
GET READY FOR SUPER TRADE IN NEWS 🔥 🔥 @ 6:00 PM FOR JOINING OUR FREE VIP GROUP/ FOR ACCOUNT MANAGEMENT SERVICE 👇 MSG - @Pro4extraderr @Pro4extraderr
#647
【Sequans 清仓式退出比特币财库战略，回归物联网芯片主业】 Foresight News 消息，据 The Block 报道，法国半导体公司 Sequans Communications 周四表示，已完成与其比特币财库相关的全部债务赎回，标志着其正式退出此前的加密资产财库策略，并将重心重新聚焦于物联网与蜂窝半导体业务。该公司表示，本次债务偿还主要通过出售约 80% 的比特币持仓完成。目前 Sequans 仅持有 658 枚 BTC，且已「完全无负担」。公司称未来将逐步「变现」剩余比特币，但未明确是继续出售还是通过抵押等链上方式使用。Sequans CEO Georges Karam 表示
#648
【华尔街效仿加密货币在政治领域采用的策略，银行业联盟已筹集约 1 亿美元】 Foresight News 消息，据彭博社报道，华尔街争相效仿加密货币在政治领域采用的策略。去年底，代表美国八大银行的倡导组织金融服务论坛成立了三个小组，计划在即将到来的中期选举及以后的选举中花费数千万美元。这种模式与加密货币行业的做法类似，即由一个实体资助两个独立的团体，分别代表政治光谱的两端。据一位知情人士透露， 由银行牵头的「美国增长联盟」（American Growth Alliance）迄今已为本轮融资筹集了约 1 亿美元。这些组织已经投入了数百万美元，其中包括在今年晚些时候开始在六个州投放的广告。 htt
#649
@BitcoinNews
#650
JUST IN: 🇺🇸 Treasury Secretary Scott Bessent urges lawmakers to advance the Clarity Act: "There most important thing we can do is to make digital assets come into the United States. Make the U.S. the home." "I would encourage the House and the Senate to get Clarity done." Source: