Boyaa Interactive anticipates a net loss of HK$470 million to HK$500 million for the first quarter of 2026, primarily due to valuation losses on its Bitcoin holdings. According to NS3.AI, this projected loss represents a 110% to 120% increase compared to the same period last year. Despite this, the company reported improved profitability in its core gaming business.

Israeli Defense Forces leaders have stated that the military is ready to resume combat operations if required. According to Odaily, this announcement underscores the preparedness of the Israeli military amid ongoing tensions.

Binance founder CZ said the most important work in crypto right now is making blockchain infrastructure "agentic ready" — so that AI agents can transact, store data, and execute trades natively. Speaking at Binance Online on May 13, CZ said payments are the most obvious intersection. "Payments is definitely one of them. We want to make all crypto infrastructure agentic ready. So when agents want to use crypto, they can call a skill or API and the agents can just use it." He outlined three specific infrastructure requirements. "The infrastructure should be micropayment ready, large amounts of data ready. If agents want to save a large amount of data in a decentralized fashion, we need to have the infrastructure for it. And we need to be able to support fast, high volume, but low transaction values of each agent." CZ said the biggest user-facing shift will come in trading. "Agents should do all the trading for you. You shouldn't have to click on a chart, enter a price, enter a number on your mobile phone, and then click a button. That's just clunky. You should just say, look, I want to convert ten percent of my portfolio or ten percent of my stablecoins into BNB. And the agent just does it for you in the background. You'll figure out the best price, where to do it, etc." On capital deployment, CZ echoed Chamath Palihapitiya's view that infrastructure offers steadier — if lower-multiple — returns. "In AI infrastructure, you can deploy a very large amount of capital, and the return multiple-wise may be smaller than a very successful software or model or language model company. But the return will be very steady." He acknowledged the competitive dynamic now reshaping software. "With the advancement of AI, creating new software is much easier now. For somebody to copy somebody else's software idea, it's going to become cheaper and easier. But software does have network effects. Once you build a platform, users are with you. I don't know how those forces will converge over time."

Binance founder CZ said AI agents will likely outperform most human financial advisors — and that Binance has already deployed AI trading bots that operate within user-controlled risk parameters. Speaking at Binance Online on May 13, CZ acknowledged the current risk profile of fully autonomous AI investing. "For agents to handle large amounts of money for you is right now a little bit risky because AI is so new. They don't have a lot of guardrails around them." He pointed to a feature Binance has already shipped. "Binance already released some AI trading bots or agents, and they can work on a segregated wallet. So you can limit the amount of funds that the AI agents have access to. What I read online is the feedback is actually quite positive. People are able to use different agents to do different strategies." CZ said the user experience shift is the most significant change. "This type of strategies, you don't have to code yourself anymore. You can just have a conversation as a prompt. So I advise people to try it." He was direct on where AI will replace traditional finance professionals. "AI will be very good financial advisors. Many of us have financial advisors who are humans. But to be very frank, there are some really good ones, but the average financial advisor is not that great." He explained the structural weakness of the existing advisor model. "They're just people who give you random advice — sort of random advice to get you to buy stuff. The advice is generic. It's not individually tailored. They don't understand your background. They don't understand a lot about you. So I think agents will be much better on those fronts."

Malawi is grappling with significant economic challenges as the ongoing conflict in Iran continues to impact global markets. Bloomberg posted on X that the country is experiencing the second-highest fuel prices worldwide, exacerbating the cost of living for its citizens. Additionally, a scarcity of fertilizer is threatening agricultural productivity, raising concerns about potential food shortages. The situation in Malawi highlights the broader implications of geopolitical tensions on smaller economies. As fuel prices soar, transportation and production costs are rising, putting pressure on local businesses and consumers. The fertilizer shortage further complicates the agricultural sector, which is crucial for Malawi's economy and food security. These developments underscore the interconnectedness of global events and their far-reaching effects on nations like Malawi, which are vulnerable to external economic shocks. The government and international partners are urged to address these challenges to mitigate the impact on the population.

凯文·沃什尚未正式就任美联储主席，便已深陷四面楚歌。

全球只有三家公司能生产 HBM4，其中一家即将停产 18 天，美光作为唯一拥有美国本土工厂的供应商，将成为最大受益者。

5月11日，Google威胁情报团队（GTIG）发布了一份季度威胁情报报告，记录了一件此前从没有发生过的事。

eBay已坚决拒绝了GameStop提出的555亿美元收购要约，称该提议“既不可信也不具吸引力”，此举再次引发了关于GameStop日益扩大的比特币战略是否具备现实可行性的激烈争论。

为回应欧盟委员会提出的反垄断担忧，Meta Platforms 正向欧洲市场的竞争对手AI聊天机器人提供为期一个月的WhatsApp免费使用权。此举旨在避免可能面临高达其全球营收10%的罚款，同时双方正努力尽快达成协议。

2026年4月，新火集团一则港股公告，让火币创始人李林重新回到市场视野。

Shai-Hulud 是一种针对开源软件供应链的重大网络安全威胁，是一种具有自我传播能力的 npm 恶意蠕虫病毒，会感染开源生态系统。

日本区块链基金会计划在日本开放链（Japan Open Chain）和以太坊（Ethereum）上推出一种名为EJPY的日元挂钩稳定币，用于商业支付、汇款及数字资产结算。随着越来越多的日本企业和银行涉足稳定币领域，该项目采用了基于信任的架构，且不受日本100万日元转账限额的限制。

指数还在涨，赚钱却愈发依赖少数主线，所以真正危险的不是踏空，而是还保持着低位行情时的仓位习惯。

华尔街,摩根大通,13 万亿美元回购市场 正被区块链悄然改写 金色财经,一场区块链革命正在大众视线之外的关键领域上演。