On May 11, the South Korean KOSPI index approached the 8,000-point mark, just three days after surpassing 7,000 points. According to Jin10, major domestic brokerage firms, including Meritz Securities, IBK Investment Securities, and Hanwha Investment Securities, have indicated that stock prices have yet to align with earnings growth. As reported by Yonhap News Agency on May 11, research heads from these companies expect the semiconductor-led earnings revaluation to continue temporarily. They also anticipate that the upward trend in chip stocks will persist at least through June and July, despite considering domestic and international political events. However, some researchers caution investors about a potential market correction after August, noting that the pressure for profit-taking is increasing following significant short-term market gains.

Bank of England Monetary Policy Committee member Green stated that it is prudent to observe the developments in the Iran conflict before deciding on a rate hike. According to Jin10, she warned that the risks to inflation are 'entirely skewed to the upside.' Green noted that the UK's weak economic conditions and a loose labor market should help mitigate the 'second-round price effects' triggered by global energy shocks. However, she also added that even before the outbreak of this conflict, the process of reducing inflation had already stalled.

Sam Altman said younger people are using ChatGPT far more deeply than older users, with many students treating it like a daily operating system for studying, organising tasks and making decisions. The growing reliance on AI for personal advice and life choices is also raising concerns among experts about trust, accuracy and overdependence.

Bitcoin experienced an 11.8% increase last month, reaching $80,700, according to CoinDesk data. Meanwhile, TradingView data indicates that the Nasdaq has climbed 22% since April 1. According to NS3.AI, the University of Michigan's preliminary consumer sentiment reading has dropped to a record-low 48.2. Alvin Kan noted that inflation fears and institutional capital are contributing to a widening gap between household confidence and asset prices.

Capital B, a European publicly traded company, has successfully secured a €15.2 million ($17.8 million) investment to purchase an additional 182 BTC. According to NS3.AI, this strategic move is part of Capital B's ongoing efforts to accumulate Bitcoin. Notably, Adam Back participated in the funding round, highlighting the growing interest and confidence in Bitcoin investments among industry leaders.

South Korean cryptocurrency exchanges are actively challenging and resisting the current regulatory framework. According to PANews, this movement represents a recalibration of the regulatory paradigm.

Michael Burry, known for predicting the housing market crash, has likened the current fascination with AI to the period just before the internet bubble burst. According to PANews, Burry's comparison suggests a cautionary perspective on the rapid advancements and investments in AI technologies.

Analyst @ai_9684xtpa posted on X that the recent developments around Uniswap V4 Hook are drawing interest, with projects like Sato and Hash being part of this narrative. Although these projects are not directly related to token speculation, they are seen as part of the broader story of infrastructure development over the past year. The focus remains on creating narratives around token issuance and wealth creation that are easily understood by the public.

Users on Revolut were left in confusion and alarm overnight after Bitcoin briefly appeared to collapse to just $0.019—a staggering 99.99% crash from its real trading price near $79,000.

Elon Musk,人工智能,SpaceX,Rocket Lab研报：星空、火箭与未来 金色财经,永远不要和马斯克做对手？

就是当你有一台机器人，把车钥匙给它，让它去幼儿园接孩子，如果你可以将车钥匙放心的给他，等他回来。这个时候就已经越过信任的边界了。

Alphabet briefly overtook Nvidia in market value during trading as strong AI-driven gains pushed it close to the top of global tech rankings, before slipping back below Nvidia by the end of the week.

AI伦理变成了真金白银的商业博弈和意识形态的角斗场。

Just days after Michael Saylor surprised investors by suggesting Strategy could periodically sell Bitcoin to fund shareholder dividends, CEO Phong Le is now attempting to calm market fears by clarifying that any future BTC sales will remain limited, strategic and financially disciplined.

AI的双刃剑：短期繁荣，长期分化。技术革命如何重塑经济与社会。

亚洲股市在AI浪潮驱动下迎来上涨行情，摩根士丹利预计亚洲固定资产投资将从2025年11万亿美元升至2030年16万亿美元。核心驱动力涵盖AI基础设施、能源安全与国防开支三主线。

人工智能带来的真实现金流，让本轮市场热潮很难再被简单归为又一场泡沫，而比特币或将借势承接这份市场韧性。