On May 9, ZEC experienced a notable price increase, reaching $618 on Hyperliquid, marking an 8% rise over the past 24 hours. According to BlockBeats On-chain Detection, the primary beneficiary of this trend is the on-chain trader Loracle, whose long position has seen substantial gains, amounting to $7.7 million at the time of reporting. The position was initially opened on April 24 with a 10x leverage when ZEC was priced around $340. Since then, Loracle has continued to increase the position size, pushing it to $20.7 million with an average price of $387. Currently, Loracle holds the largest long position in ZEC on-chain, with no profit-taking actions yet. The address associated with this position is 0x8def9f50456c6c4e37fa5d3d57f108ed23992dae.

Binance announced on X the launch of its May Dual Investment Challenge, offering participants the opportunity to earn up to 8,888 USDC in rewards. This initiative is part of Binance's ongoing efforts to engage its community through innovative financial products and incentives. The challenge is set to run until 2026-06-01 07:59 (UTC+8), providing users with a limited time to participate. Participants are required to subscribe to the Dual Investment product, which is designed to offer potential returns based on market conditions. The rewards are structured to incentivize active participation and investment in Binance's financial offerings. This challenge underscores Binance's commitment to providing diverse investment opportunities for its users. By participating in the Dual Investment Challenge, users can explore new ways to potentially increase their digital asset holdings while engaging with Binance's platform. The initiative reflects Binance's strategy to enhance user engagement through rewarding financial activities.

Morgan Stanley's spot Bitcoin exchange-traded fund (ETF), MSBT, has reportedly acquired an additional 91.739 BTC, valued at $7.34 million. According to ChainCatcher, this purchase brings the fund's total Bitcoin holdings to 2,922 BTC, worth approximately $235 million.

On May 9, Base ecosystem token POD (Dolphin) experienced a significant surge, according to BlockBeats On-chain Detection. The token's market value peaked at $82 million before retreating to $76.4 million, marking a 130% increase over 24 hours. During the same period, on-chain trading volume reached approximately $2.9 million. The catalyst for this rise may be attributed to the strong performance of VVV. Dolphin, involved in AI model development and DePIN projects, offers the 'Dolphin Mistral 24B Venice Edition,' which is the default uncensored AI model on the Venice platform. As the core model provider, POD saw an increase in value.

Aave has announced a series of steps to address the aftermath of the rsETH hack. According to NS3.AI, the plan involves burning the hacker's liquidated rsETH position on the Arbitrum network and tackling the issue of the over-issued rsETH supply. Aave stated that withdrawals will recommence once the rsETH bridge is stabilized. Additionally, the platform may consider taking out a separate loan to compensate affected users while the frozen ETH remains subject to a court ruling.

On May 9, Jin10 Futures reported that lithium prices have surpassed 200,000 this week, indicating ongoing supply chain disruptions. According to Jin10, despite Zimbabwe's policy allowing exports, logistical challenges and local inefficiencies have delayed bulk shipments of lithium concentrate. It is expected that lithium concentrate from Zimbabwe will not reach smelters until mid-July, leading to tight lithium supply in May and June. This situation is corroborated by a noticeable reduction in weekly spodumene production and limited shipments of Zimbabwean lithium sulfate. On the demand side, new car launches by various automotive companies at the end of April are expected to drive a recovery in orders throughout May. The sales of new energy vehicles, a fundamental demand driver, are anticipated to rebound. Additionally, higher-than-expected exports and continued growth in energy storage are contributing to increased production of batteries and cathode materials. As May progresses, attention should be paid to the supply-demand imbalance caused by Zimbabwe's shipping delays. This content and perspective are for reference only and do not constitute investment advice.

Liquid Capital founder Yi Lihua shared insights on the current market trends, noting that the end of the conflict between the U.S. and Iran has led to a market rebound, with prices surpassing $80,000. According to ChainCatcher, Yi plans to gradually implement a closing strategy, anticipating that $60,000 may not be the bottom for this cycle. Meanwhile, U.S. and Chinese stock markets continue to reach new highs, driven by advancements in AI technology, with companies like SK Hynix and Samsung reporting profits exceeding trillions. Yi emphasized the long-term potential of AI, suggesting it is not a bubble, although short-term uncertainties remain, including potential market disruptions. He noted Warren Buffett's significant cash reserves, hinting at possible market opportunities. If a $50,000 buying opportunity arises, it could lead to substantial gains in the next crypto bull market. Yi also highlighted the shift towards AI within the crypto industry, with miners and entrepreneurs transitioning to AI-related ventures, including AI trading platforms. He advised investors to consider allocating resources to AI equities and stocks, reflecting the growing importance of AI in the market.

Moderna, a major U.S. pharmaceutical company, has announced the initiation of research on a hantavirus vaccine. According to Odaily, the project is currently in its early stages. Moderna has partnered with the U.S. Army Medical Research Institute of Infectious Diseases to conduct initial studies on the vaccine. Additionally, Moderna is collaborating with the Vaccine Innovation Center at Korea University College of Medicine to develop potential immunization strategies. This research began prior to the outbreak of the "Hongdius" epidemic. Moderna stated, "These efforts are still in the early stages and are ongoing."

AI時代の核心的な課題は、技術の恩恵が少数のイノベーターに集中するのではなく、広く共有されるようにすることにある。

OPCは、AI時代における組織形態の変革を象徴する存在である。それは、単なる法的な革新でもなければ、完全な技術的変革でもない。むしろ、技術、経済、社会の力が相まって推進される「最小の起業単位」の再定義なのである。

マスクとOpenAIのこの確執の根源は、決して金銭の問題ではなく、「未来を誰が定義するのか」という信念の対立にある。

この報告書が示唆する内容は極めて複雑だ。「予想を上回る成長」という朗報がある一方で、多くの懸念材料も潜んでおり、FRBが現状維持の姿勢を続ける根拠ともなっている……

金色財経は、仮想通貨・ブロックチェーン業界の朝刊『金色朝8時』第3051号を発行し、デジタル通貨およびブロックチェーン業界の最新ニュースをお届けします。

上海の民家から世界の覇者へ――中国暗号資産取引所の激動の10年：未開の黎明期、三大巨頭の覇権争い、「9・4規制」と海外進出による再構築。業界の浮き沈みを描いた啓示録。

Golden Financeは『Golden Web3.0デイリー』を創刊し、AI、DeFi、DAO、NFT、メタバース業界の最新ニュースをいち早くお届けします。

これまでAnthropicを「反人類的」「邪悪」と激しく非難し、同社が「西洋文明を憎悪している」と主張してきたマスク氏が、かつての宿敵である同社との間で、画期的な計算能力に関する提携を結ぶと突然発表した。

史上最大のIPOの鐘がまだ鳴り響く前から、資本市場はすでに賑わいを見せ始めている。

8年にわたる強気相場と弱気相場を経て、暗号資産革命は予想されたシナリオ通りには進まなかった。法定通貨も仲介業者も依然として存在しているが、バブルと清算が繰り返されるたびに、新たな金融基盤が私たちに一歩ずつ近づいている。