24H Hot Tokens & Headlines｜U.S. and Iran Close to Reaching Agreement to End War; Kimi's Valuation Exceeds $20 Billion After Completing New Funding Round (May 7)
- Core Viewpoint: This issue's briefing covers market trends, macroeconomic developments, and industry highlights. The core focus includes tokens such as TON and FIL leading the market, the U.S. and Iran nearing an agreement to end the war, Meta developing a personalized AI assistant, and Hut 8 signing a $9.8 billion AI data center lease agreement, underscoring the deepening trend of integration between the crypto market, traditional finance, and the AI sector.
- Key Elements:
- Among CEX hot tokens, TON leads with a 27.02% gain, followed by FIL (+14.1%) and ZEC (+7.23%), indicating structural divergence in the market.
- U.S. media reports that the U.S. and Iran are close to reaching a memorandum agreement, where Iran pledges to suspend nuclear enrichment and reopen the Strait of Hormuz, in exchange for the U.S. lifting sanctions.
- Bitcoin mining company Hut 8 signs a $9.8 billion AI data center lease agreement, with its stock surging 33% to an all-time high, demonstrating the trend of mining companies transitioning to AI computing power.
- Meta is developing a personalized AI assistant (powered by the Muse Spark AI model) and will allow users to create autonomous AI bots to execute tasks.
- Ripple, JPMorgan Chase, Mastercard, and Ondo Finance jointly complete a pilot cross-border settlement for tokenized U.S. Treasuries, executed on the XRP Ledger.
- AI film and television infrastructure project ArcNova completes a $15 million funding round, with participation from Adaverse, Animoca Brands, and others, focusing on the AI short drama ecosystem.
- Hut 8 has signed contracts for AI data centers with a total capacity of 597 megawatts, with a total contract value of approximately $16.8 billion and an estimated average annual net operating income of about $1.1 billion.
1. Popular CEX Tokens
CEX Top 10 by Trading Volume & 24h Change:
- BTC: +0.25%
- ETH: -0.69%
- SOL: +2.86%
- ZEC: +7.23%
- TON: +27.02%
- BNB: +2.86%
- DOGE: -2.2%
- XRP: +0.73%
- FIL：+14.1%
- TAO：+5.37%
24h Gainers (Data source: OKX):
- TON：+27.6%
- OFC：+27.3%
- CFG：+18%
- AR：+16.67%
- NEAR：+15.8%
- ICP：+15.06%
- FIL：+14.79%
- OP：+10.99%
- JTO：+10.87%
- ENA：+10.01%
24h Crypto Stock Gainers (Data source: msx.com):
- FLEX.M/USDT：40.18%
- FLNC.M/USDT：37.9%
- HUT.M/USDT：34.1%
- NNE.M/USDT：25.16%
- VECO.M/USDT：24.28%
- SMCI.M/USDT：22.6%
- BTDR.M/USDT：19.31%
- AMD.M/USDT：16.84%
- AIFC.M/USDT：16.32%
- BLNK.M/USDT：16.05%
2. Top 5 On-Chain Meme Coins (Data source: GMGN):
- Long Termism (BSC)
- Charge On (BSC)
- Binance Friends (BSC)
- Panda Head (BSC)
- USDUC (SOL)
Headlines
US Media: US and Iran Near Memorandum of Understanding to End War, Iran to Reopen the Strait of Hormuz
According to Axios, two US officials and sources familiar with the matter stated that the White House believes it is close to reaching an agreement with Iran on a one-page Memorandum of Understanding to end the war and establish a framework for more detailed subsequent nuclear negotiations. The US expects to receive Iran's response on several key issues within the next 48 hours.
The US proposal indicates that Iran commits to suspending uranium enrichment activities. Iran will begin reopening the Strait of Hormuz, and the US will lift the blockade. Comprehensive nuclear negotiations with Iran will take place later.
Moonshot AI Nears Completion of $2 Billion Funding Round, Post-Money Valuation Exceeds $20 Billion
LatePost exclusively learned that Kimi (Moonshot AI) is about to complete a new $2 billion financing round, propelling its post-money valuation past $20 billion. The round is led by Meituan Longzhu, with participation from China Mobile, CPE (CITIC Private Equity), among others, with Longzhu alone contributing over $200 million.
US April ADP Employment at 109,000, 'Small Non-Farm' Exceeds Expectations
The US reported 109,000 ADP employment figures for April, exceeding the forecast of 99,000 and up from the previous 62,000. The 'Small Non-Farm' payrolls came in above expectations.
Industry News
Colombian President Says Bitcoin Mining Could Transform the Country's Caribbean Coast
Colombian President Gustavo Petro stated that the country's Caribbean coast has the potential to become a Bitcoin mining hub, utilizing its surplus renewable energy to attract foreign investment and stimulate economic development.
Petro posted on X on Tuesday that the Caribbean cities of Barranquilla, Santa Marta, and Riohacha could host Bitcoin mining facilities, leveraging the country's clean energy, following the example of Venezuela and Paraguay in recent years.
Project Updates
Meta Developing Personalized AI Assistant, May Allow Users to Create Autonomous Agent Bots
Meta is developing a highly personalized AI assistant to help users manage daily tasks. Sources familiar with the matter indicate the project includes an advanced digital assistant powered by Meta's newly launched Muse Spark AI model, currently being tested internally among employees.
Separately, reports suggest Meta aims to create a product similar to OpenClaw, allowing users to create AI bots known as 'agents' that can autonomously execute tasks.
Polymarket Adds Telegram Account Login
The official interface shows Polymarket has added the option to log in using a Telegram account.
Hut 8 Signs $9.8 Billion AI Data Center Lease Deal, Stock Hits All-Time High
Bitcoin miner Hut 8 announced signing a 15-year, $9.8 billion lease agreement to provide capacity for its initial 352-megawatt AI data center at its Beacon Point campus in Texas. Following the news, Hut 8's stock surged 33% to $107, reaching an all-time high. The IT capacity covered by the agreement will support hyperscale AI training and inference workloads. Hut 8's total signed AI data center capacity now stands at 597 megawatts, with a total contract value of approximately $16.8 billion and an estimated average annual net operating income of about $1.1 billion. The campus is expected to begin receiving power in Q1 2027, with the first data hall delivered in Q3 of the same year.
Y Combinator Holds First Crypto Startup Interviews in New York
Startup incubator Y Combinator will hold interviews specifically for fintech and crypto startups in New York City for the first time, aiming to support more companies in this sector. The interviews will be held in person on May 21st. Selected startups will join the Summer 2026 batch and receive a standard $500,000 investment. Chosen projects may opt to receive funding in the form of USDC stablecoin.
Ripple, JPMorgan Complete Cross-Border Settlement Pilot for Tokenized US Treasuries
Ripple, JPMorgan, Mastercard, and Ondo Finance jointly completed a cross-border settlement pilot for a tokenized US Treasury fund.
The transaction was executed on the XRP Ledger: First, Ondo conducted the on-chain redemption of its tokenized US Treasury product, OUSG. Then, instructions were transmitted via the Mastercard network and JPMorgan's blockchain payment system, finally settling the US dollars from JPMorgan to Ripple's Singapore account.
Funding
ArcNova Secures $15 Million to Build AI Short-Form Drama Infrastructure Ecosystem
AI-native film and television infrastructure company ArcNova announced the completion of a $15 million financing round, with participation from investors including Adaverse Ventures, Animoca Brands, Liquid Capital, Redline Labs, and Waterdrip Capital.
ArcNova focuses on AI short-form dramas, aiming to build an AI-native film and television infrastructure. By integrating AI content generation, digital actors, content distribution, and ecosystem incentive mechanisms, it seeks to construct the next-generation AI short-form drama and entertainment ecosystem.
OpenTrade Completes $17 Million Strategic Funding Round Led by Mercury Fund and Notion Capital
OpenTrade announced the completion of a $17 million strategic funding round, led by Mercury Fund and Notion Capital, with participation from a16z crypto, AlbionVC, CMCC Global, and others. The project's main business involves providing institutional-grade on-chain and real-world asset-backed lending and stablecoin yield products. OpenTrade plans to use the funds to expand its permissioned and permissionless infrastructure, including the Curation+ vault curation framework, and to grow its asset management, trading, and engineering teams. OpenTrade processed over $250 million in transaction volume in 2025 and currently has a Total Value Locked (TVL) exceeding $200 million.
People & Voices
Strategy CEO Phong Le stated that if the company remains the largest holder of Bitcoin for the next 10 to 20 years, Strategy will become the world's largest company.
Arthur Hayes Shills ZEC Again: Sees Price Reaching 10% of BTC's
BitMEX co-founder Arthur Hayes posted on X, stating that his target price for ZEC is 10% of Bitcoin's price, indicating significant upside potential remains.
```
