According to Jin10, a research report by Taihaitong Securities on May 15 states that the current AI-driven price surge across the entire industry chain is reshaping the value distribution in the semiconductor sector. The report suggests that upstream segments with core barriers will benefit the most, recommending attention to major memory companies and advanced process foundries. Additionally, it highlights the importance of focusing on core material segments with expanding supply-demand gaps and equipment manufacturers accelerating domestic substitution. Lastly, it advises prioritizing leading cloud providers with premium computing power capabilities. The inflation in the AI industry chain has spread from upstream core hardware to the entire midstream and downstream industry chain, forming a systemic cost transmission. The evolution of AI Agents from 'chatting' to 'acting' is expected to initiate the next round of industry chain inflation cycle. The implementation of Agents is projected to exponentially increase Token consumption (growing over 300 times from 2024 to 2025), with the backend computation triggered by a single user command being several times higher than ordinary chatting. This task-oriented continuous invocation will significantly increase inference load, leading to an exponential growth in demand for AI accelerators for HBM. However, the expansion of HBM capacity is constrained by the 'one-to-three' wafer consumption and low yield bottlenecks, with supply release expected only by 2027-2028. The supply-demand contradiction is anticipated to intensify, likely triggering a new round of resource competition and price increases across the entire industry chain.

Polish lawmakers have passed a cryptocurrency bill to implement the European Union's Markets in Crypto-Assets Regulation (MiCA). According to NS3.AI, this move comes as prosecutors estimate Zondacrypto user losses to exceed 350 million zlotys ($95.93 million). The legislation, which Poland is required to approve by July, follows a period of financial turmoil for Zondacrypto users who faced difficulties in withdrawing their funds. The bill's adoption occurred after President Karol Nawrocki vetoed two previous versions due to concerns over regulatory burdens and penalties.

PANews posted on X (formerly Twitter). The CLARITY Act has successfully passed through a Senate committee, marking a significant step in regulatory clarity for digital assets. Meanwhile, major Wall Street firms such as BlackRock and JPMorgan are rapidly advancing their tokenized financial products. This week, the total market value of Real World Assets (RWA) on the blockchain reached $31.4 billion, with the number of holders increasing by 6.75%. However, the market value of stablecoins experienced a slight decline, and monthly transfer volumes dropped by over 30%, indicating a notable decrease in demand for large-scale settlements.

PeckShieldAlert posted on X that THORChain's native token, RUNE, has experienced a significant drop of 11%. The decline in value has raised concerns among investors and market analysts, prompting discussions about the potential causes and implications for the cryptocurrency market. The sudden decrease in RUNE's value highlights the volatility often associated with digital currencies and the need for investors to stay informed about market trends and developments.

Ant International is focusing on small and medium-sized enterprises (SMEs) in the cross-border payments sector. According to NS3.AI, Juniper Research forecasts that global business-to-business (B2B) transaction volumes will surpass $111 trillion by 2027. Clara Shi highlighted that WorldFirst, a part of Ant International, currently serves 1.6 million SMEs. The company utilizes single-onboarding, multi-currency accounts, and tokenized real-time settlement rails to facilitate cross-border trade.

Regulators are currently navigating a decision between bearer-style stablecoins and bank-issued tokenized deposits as the stablecoin market hits $323.4 billion. According to NS3.AI, the European Union's E-Money Token rules and the U.S. GENIUS Act are emerging as frameworks that emphasize strict reserves, insolvency protection, and compliance, aiming to facilitate institutional adoption.

Binance announced on X that its app has undergone a comprehensive upgrade, offering users enhanced customization options for a more personalized experience. The latest update allows users to tailor the app's interface with simple gestures, aiming to improve navigation and accessibility. The new features include a long-press function on the bottom navigation bar, enabling users to customize the home page layout according to their preferences. This update is designed to provide a seamless and intuitive user experience, allowing for quick access to frequently used features and tools. Additionally, users can now swipe right to directly access the user center, where they can manage activity rewards efficiently. This feature aims to streamline the process of tracking and claiming rewards, enhancing user engagement with the platform. Moreover, the update introduces a left-swipe function that takes users directly to the Binance chat room. This feature facilitates easy communication and interaction within the Binance community, promoting a more connected and interactive environment for users. By upgrading to the latest version of the app, users can enjoy a smoother and more efficient experience, reflecting Binance's commitment to continuous improvement and user satisfaction.

WTI crude oil prices have surpassed $105 per barrel, marking the highest level since May 5, according to Odaily. The price increased by 2.92% during the day. Meanwhile, Brent crude oil is currently up by 2.47%, trading at $106.44 per barrel.

OpenAI 为 ChatGPT 部署了一项重大的安全升级，该功能可通过分析对话的整体语境，帮助聊天机器人识别情绪困扰、自残风险及危险行为的迹象

Coinone 正与 OKX 和韩国投资证券就双方各自可能进行的约 20% 战略投资进行磋商，但目前尚未达成协议。

看懂 Cerebras：算力催生 AI 思考 记忆赋能 Agent 做事

由于ChatGPT与Siri的整合未能带来公司预期的用户增长和订阅量，OpenAI正考虑对苹果采取法律行动。随着苹果扩大对谷歌Gemini和Anthropic Claude等竞争对手AI模型的支持，双方的合作关系日益紧张。

JPEG 是一种高速解决方案，但它解决的却是一个当时并不存在的问题。

欧盟官员正以日益焦虑的心情关注唐纳德·特朗普与中国国家主席习近平在中国举行的这场高风险会晤，他们担心，在中美就贸易、技术和关键资源达成新的战略共识之际，欧洲可能会成为“附带损害”。

一文梳理链上买美股的方式：平台、KYC、操作流程与注意事项。

SpaceX正准备发布其首次公开募股（IPO）招股说明书，为计划于6月举行的路演做准备，该公司有望实现有史以来规模最大的股票上市。

AI的终极形态，不是更聪明的工具，而是能自己点科技树的物种。

CLARITY法案,监管,稳定币,SEC,CFTC,加密行业等了十年的那部法案 离签字只差一步 金色财经,加密行业的“执法监管”时代，可能就到7月4日。