TON, 텔레그램, 일주일 만에 115% 이상 급등… 무엇이 TON의 급등을 이끌고 있는가? 골든파이낸스, 텔레그램의 본격적인 참여와 수수료 인하가 이중 동력이 되고 있다.

Micron Technology experienced a significant increase of over 15% on May 8. According to PANews, the company is transitioning from a traditional cyclical storage firm to a key player in AI computing infrastructure.

The market has factored in expectations that the Federal Reserve will extend its pause on interest rate hikes, with no rate cuts anticipated until December 2027. According to Odaily, this outlook reflects current market sentiment.

In the past 24 hours, the cryptocurrency market witnessed liquidations totaling $202 million, according to Coinglass data. ChainCatcher reports that long positions accounted for $49.065 million of the liquidations, while short positions amounted to $153 million. Bitcoin long positions saw liquidations of $8.4413 million, and short positions experienced $19.4846 million in liquidations. Ethereum long positions faced $7.6126 million in liquidations, with short positions reaching $17.5792 million. Additionally, 81,778 traders were liquidated globally during this period. The largest single liquidation occurred on Hyperliquid's SOL-USD pair, valued at $4.6826 million.

ByteDance has raised its planned expenditure on AI infrastructure by 25% for this year, bringing the total to 200 billion RMB. According to NS3.AI, this decision is driven by escalating memory chip prices and ByteDance's accelerated efforts in the artificial intelligence sector.

Bank of America has abandoned its forecast for Federal Reserve interest rate cuts in 2026, now projecting that the Fed will hold rates unchanged through the rest of this year and into the second half of 2027. The shift marks a significant reversal for one of Wall Street's most closely watched research teams and adds to growing market consensus that the rate cut cycle has been pushed further out than previously expected.What changedBank of America Global Research had previously forecast two rate cuts in 2026 — one in September and one in October. That view was built on the expectation that Kevin Warsh, expected to succeed Jerome Powell as Fed chairman, would steer policymakers toward easing. The bank has now walked that forecast back entirely.In a note to clients, Bank of America economists stated plainly: "We no longer expect the Federal Reserve to cut interest rates this year." The reversal was driven by a combination of persistently high inflation, stronger-than-expected job growth, and a more complex macro environment than the bank had anticipated when its previous forecast was made.Three forces pushing rates higher for longerBank of America economists pointed to three overlapping shocks making the Fed's path unusually difficult to predict. Ongoing tensions stemming from the Iran conflict are keeping energy prices elevated and adding geopolitical uncertainty to an already complicated inflation picture. Tariff pressures continue to feed into goods prices, complicating the Fed's ability to declare inflation sustainably under control. And the rapid rise of artificial intelligence is reshaping productivity, labor demand, and investment flows in ways that make traditional economic modeling less reliable as a forecasting tool.Together, the bank said, these forces have made the timing of any future rate adjustment harder to call with confidence — prompting a more conservative baseline that assumes rates stay where they are until the data resolves those uncertainties.The FOMC split: largest disagreement since 1992Adding institutional weight to the hold-for-longer view is the state of disagreement inside the Federal Reserve itself. At the most recent FOMC meeting in April 2026, the committee voted 8-4 on its rate decision — the largest internal split since 1992. When Fed policymakers are this divided, history suggests the path of least resistance is inaction. A deeply split committee is less likely to build the consensus needed to move rates in either direction, effectively creating institutional momentum behind the status quo.Bank of America's economists flagged this dynamic explicitly, noting that the difficulty of reaching consensus on rate adjustments has increased simultaneously with the macro uncertainty — a combination that points toward a prolonged pause rather than a pivot.What it means for marketsThe revision carries meaningful implications across asset classes. Equity valuations built on expectations of cheaper borrowing costs will need to be reassessed. Bond markets may reprice the yield curve if other major banks follow Bank of America's lead and push out their own cut timelines. For crypto, which has benefited from growing risk appetite in recent months, a sustained high-rate environment could dampen the speculative sentiment that has supported Bitcoin and altcoin prices since April.The Fed's next move — whenever it comes — now appears firmly dependent on a sustained shift in inflation and employment data that, on Bank of America's current read, is unlikely to arrive before the second half of 2027.

A single social media post from Binance sent two Solana-based meme coins sharply higher on May 9, 2026, demonstrating once again how much market-moving power the world's largest crypto exchange holds — even when it isn't trying to move markets. Binance posted a meme image captioned "aura maxxxxing" on its social media accounts on the morning of May 9. The post was not a listing announcement or a product update — it was a meme. Within hours, two Solana-based tokens sharing the post's keywords, Aura and Maxxing, saw explosive intraday price increases that continued into the afternoon. Aura: 350% gain, $40 million market cap peak Aura was the bigger mover. Its market capitalization hit an intraday high of $40 million, representing a gain of over 350% from where it started the day. At the time of writing it was trading at a market cap of $39 million, with daily trading volume of $7.9 million — a figure that points to sustained speculative activity rather than a single spike and reversal. Maxxing: nearly 100% gain, $77 million market cap peak Maxxing reached a higher absolute peak, with its market capitalization hitting $77 million at its intraday high — a gain of nearly 100%. However, it pulled back more sharply than Aura, trading at a market cap of $6.1 million with $2.5 million in daily volume at the time of writing. The gap between its peak and current valuation underscores how quickly sentiment-driven moves can reverse in meme coin markets.

국가인터넷정보판공실, 국가발전개혁위원회, 공업정보화부는 최근 공동으로 《지능체 규범적 적용 및 혁신적 발전 시행 의견》을 발표했다.

On May 9, a whale identified as 0xDeB0 acquired 143,674 HYPE tokens, valued at $6.26 million. According to BlockBeats On-chain Detection, this transaction occurred within the last 12 hours. The purchase highlights the ongoing activity and interest in HYPE tokens within the cryptocurrency market.

Iran's Islamic Parliament is set to hold its first meeting since the outbreak of conflict on October 10, according to Odaily. The session will be conducted via video conference. A spokesperson for the Iranian Parliament's presidium stated that the meeting will focus on issues such as inflation.

솔라나, 이더리움, 이더리움 대 솔라나: 진정한 승자는 누구인가? 한 가지 데이터가 보여주는 냉혹한 진실. 골든파이낸스, 코인 가격은 떨어지고, 데이터는 오르고 있다.

AI 업계에는 투자할 가치가 있는 분야가 너무나 많으니, 경쟁 우위가 없는 분야에 모든 것을 걸 필요는 없습니다.

비트코인을 오로지 달러 가치로만 평가한다면 더 큰 그림을 놓치게 될 수 있다. 비트코인은 급속히 확장되고 있는 글로벌 부의 판도를 놓고 경쟁하고 있다.

인텔, 인공지능, 애플, 칩, 일론 머스크, 1년 만에 주가 3배 상승… 천리우, 인텔 ‘재탄생’… 애플을 위한 ‘미국산 칩’ 제작… 골든 파이낸스, 캐피털 매직.

캄브리아기는 반도체주 중에서도 매우 독특한 종목입니다. 이 회사는 어떤 사업을 하고 있을까요? 앞으로 어떤 방향으로 나아갈까요?

AI 시대의 핵심 과제는 기술의 혜택이 소수의 혁신가에게만 집중되지 않고 널리 공유되도록 보장하는 데 있다.

OPC는 AI 시대의 조직 형태 변화를 보여주는 축소판이라 할 수 있다. 이는 순수한 법적 혁신도, 완전한 기술적 혁신도 아닌, 기술·경제·사회가 합쳐진 힘에 의해 추진되는 ‘최소 창업 단위’에 대한 재정의이다.

머스크와 OpenAI 사이의 갈등의 근원은 결코 돈이 아니라, “미래를 누가 정의할 것인가”에 대한 신념의 대립이었다.