24H 인기 코인 및 주요 뉴스｜미국·이스라엘, 이란 군사행동 재개 가능성; 뤄윙하오, 가상자산 투자로 3000만 위안 수익 (5월 18일)

Azuma

Odaily资深作者

@azuma_eth

2026-05-18 02:06

이 기사는 약 6929자로, 전체를 읽는 데 약 10분이 소요됩니다

이란 군부: 미국의 또 다른 군사행동은 '공격적 대응'에 직면할 것.

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핵심 시각: 본 기사는 글로벌 암호화폐 시장 및 거시 지정학적 동향을 종합했습니다. 핵심 관심사는 다음과 같습니다: 암호화폐 시장의 차별화된 흐름, 잠재적 지정학적 충돌 위험(미국·이스라엘 대 이란), 그리고 규제 진전(미국 CLARITY 법안 추진)이 시장 심리의 핵심 변수로 작용하고 있습니다.
핵심 요소:
1. 암호화폐 시장 차별화: CEX 거래량 상위 10개 코인 중 ZEC(+4.91%)와 TON(+4.12%)은 상승한 반면, ETH는 -2.64% 하락했습니다. 24시간 상승률 순위에서는 SPACE(+16.58%)와 VINE(+15.7%)이 두각을 나타냈습니다.
2. 지정학적 리스크 급증: 소식통에 따르면 미국과 이스라엘이 빠르면 다음 주 이란에 대한 군사행동을 재개할 수 있으며, 미 국방부는 이미 준비를 마쳤습니다. 트럼프 대통령은 이란에 "시간이 얼마 남지 않았다"고 경고하며 시장 불확실성을 높였습니다.
3. 미국 CLARITY 법안, 중요한 진전: 상원 은행위원회가 해당 법안을 통과시켰습니다. Galaxy Research 책임자는 빠르면 8월 대통령 서명을 통해 법률로 제정되어 미국 디지털 자산 시장에 명확한 규제 프레임워크를 제공할 수 있을 것으로 예상했습니다.
4. 기관 및 국부펀드 동향 엇갈려: 아부다비 국부펀드 무바달라는 IBIT 보유액을 약 6억 6천만 달러로 늘린 반면, 하버드 대학은 이더리움 ETF를 전량 매도하고 IBIT 지분을 축소했습니다.
5. Firedancer, Solana 메인넷 출시: Jump Crypto가 개발한 검증자 클라이언트 Firedancer가 Solana 메인넷에서 블록 생산을 시작했지만, 보안 감사 완료의 필요성을 강조하며 신중한 배포 전략을 취하고 있습니다.

1. Popular Coins on CEX

CEX Top 10 by Trading Volume & 24h Change:

BTC: -1.16%
ETH: -2.64%
SOL: -1.13%
XRP: -1.11%
ZEC: +4.91%
DOGE: -1.63%
BNB: -0.99%
SUI: -1.02%
EDEN: +30.51%
TON: +4.12%

24h Gainers List (Data source: OKX):

SPACE: +16.58%
VINE: +15.7%
ROBO: +12.89%
HYPE: +10.53%
KAITO: +9.21%
KAIA: +7.62%
ZEC: +5.2%
TON: +3.9%
LIT: +3.44%
BANAN: +2.44%

24h Crypto-Stock Gainers List (Data source: msx.com):

ZSL: 18.84%
CONI: 16.75%
SOXS: 13.3%
AFIG: 11.51%
TSLQ: 11.36%
SATL: 11.11%
MSTZ: 10.6%
NVDQ: 8.86%
ETHD: 8.22%
SIDU: 8.2%

2. Trending On-Chain Memes (Data source: GMGN):

ETH: AWF, sato
Solana: SPCTROLL, memecoins
BNB: He Zhao, 14

Headlines

Sources: US and Israel May Resume Military Operations Against Iran as Early as Next Week

US sources say the Pentagon is preparing to resume military operations against Iran, and the US and Israel may resume military strikes on Iran as early as next week. US sources state that negotiations are currently at an impasse. Reports indicate that multiple US officials have revealed that if the US decides to resume military strikes on Iran, one option is to conduct more intense bombing of Iranian military and infrastructure targets; another option is to send special operations forces in on the ground to seize Iran's nuclear materials. Hundreds of special operations personnel arrived in the Middle East in March. However, US officials acknowledge that this option carries significant risks. Additionally, since the ceasefire in early April, the US has re-armed warships and warplanes in the region. (CCTV News)

Trump Discusses Resuming Military Strikes on Iran, Risk of Joint US-Israel Airstrikes Surges

Israeli media confirmed that Trump spoke with Netanyahu, with the core topic being the resumption of military strikes on Iran. Israeli officials say that if the US acts, a joint airstrike by the two countries is expected. Trump warned Iran that "time is running out" and that without a good deal, they would face heavier strikes.

Israel's Public Broadcasting Corporation, citing a senior Israeli official, reported that the phone call between Netanyahu and Trump lasted about half an hour, mainly discussing the possibility of resuming military strikes on Iran. The official stated that if the US resumes military action against Iran, Israel and the US are expected to launch joint airstrikes.

Trump said in a telephone interview with the Axios news website that Iran's "time is running out" and warned that if the Iranian regime cannot propose better terms, "they will be hit much harder than ever before." Two US officials said Trump is expected to convene his senior national security team in the Situation Room on Tuesday to discuss military options. (Jin Shi)

Iranian Military: If the US Launches Military Action Again, It Will Face an 'Offensive Response'

A senior spokesperson for Iran's Armed Forces responded on the 17th to recent statements by US President Trump regarding Iran, warning the US not to launch new military operations against Iran. The spokesperson stated that any attempt to "save face for the US" by taking action again against Iran would result in the US suffering a "harsher and heavier blow." The spokesperson also said that if the US again issues military threats or takes actions against Iran, US military assets and forces in the region will face "a new, offensive, unexpected, and storm-like response." (Xinhua News Agency)

Over 20% of Trump Administration Officials Hold Cryptocurrency, Trump Holds at Least $51 Million

Nearly 70 senior officials and nominees in the Trump administration, representing over 20%, have held cryptocurrency or blockchain-related investments, with a minimum disclosed value of $193 million. Trump himself holds at least $51 million, while Vice President Vance and several cabinet members also hold millions of dollars in positions. The article also notes that several tech and crypto industry figures have joined the administration. The SEC has paused lawsuits, driven forward the Bitcoin strategic reserve strategy, and pushed for stablecoin legislation. The article also mentions critics' concerns about potential conflicts of interest and ethical issues.

Luo Yonghao Made 30 Million Yuan from Bitcoin Investment in 2018, Advised Employees: Work Hard, Don't Speculate in Crypto

According to crypto KOL Ma Siqi, "Here's a piece of trivia: besides both being 'Northeast Masters' at New Oriental along with Bitcoin OG Li Xiaolai, and maintaining private interactions, Luo Yonghao made over 30 million yuan from Bitcoin investments back in 2018. That year, he advised young employees at his company: 'Work hard, don't speculate in crypto.'"

Industry News

SpaceX Shareholders Approve 1-for-5 Reverse Stock Split, Fair Value Adjusted to ~$105.32

According to sources, a majority of SpaceX shareholders have approved the board's proposed 1-for-5 reverse stock split. Shareholders were informed via email that following the split, the company's current fair value per share has been adjusted from $526.59 to approximately $105.32.

South Korean Prime Minister: Samsung Semiconductor Factory Idle for One Day Could Result in Losses Up to 1 Trillion Won

Samsung Electronics and its Korean union will resume wage negotiations next Monday with the participation of government mediators, a move that may ease market concerns about a potentially disruptive strike at the tech giant. "A one-day shutdown of Samsung Electronics' semiconductor factory alone is expected to cause direct losses of up to 1 trillion won (approx. $668 million)," said South Korean Prime Minister Kim Min-seok on Sunday after an emergency meeting with ministers. "More concerning is that a brief halt in semiconductor production lines could take months to restore." Kim added that if materials must be discarded due to the strike, market concerns suggest economic losses could expand to as much as 100 trillion won. Under regulations, if the government determines a labor dispute could harm the economy or public welfare, the Minister of Employment and Labor can issue an emergency arbitration order. This order immediately prohibits industrial action for 30 days while the National Labor Relations Commission mediates and arbitrates. This measure is rarely used. (Jin Shi)

Bill Gates and Melinda French Gates Completely Liquidate Microsoft Stake Worth Over $3.2 Billion

Bill Gates and Melinda French Gates have sold all their shares in Microsoft, totaling 7.7 million shares worth over $3.2 billion. (Cointelegraph)

Berkshire Hathaway Heavily Bought Alphabet in Q1, Initiated Delta Air Lines, Sold Amazon

According to Berkshire Hathaway's Q1 13F filing, Berkshire increased its holdings in Alphabet (GOOGL.O), The New York Times, and other stocks in Q1. It added over 36 million shares of Alphabet, raising its portfolio weight from 2.04% to 5.93%. It completely exited positions in Amazon (AMZN.O), Visa (V.N), Mastercard (MA.N), and UnitedHealth (UNH.N). It trimmed holdings in Chevron (CVX.N) and Bank of America (BAC.N). It initiated a position in Delta Air Lines (DAL.N), buying 39.8 million shares worth approximately $2.65 billion. Overall, Berkshire's US stock portfolio was valued at $263 billion at the end of Q1, compared to $274 billion in the previous quarter. During the quarter, it bought approximately $16 billion in stocks and sold about $24 billion, resulting in net sales of approximately $8.15 billion. The number of holdings sharply decreased from 42 to 29, significantly increasing concentration. (Jin Shi)

Bridgewater Associates' Q1 US Stock Portfolio Valued at $22.4 Billion, Increased Chip Stocks and Sold Software Stocks

Bridgewater Associates, the world's largest hedge fund, released its Q1 US stock portfolio 13F filing for the period ending March 31. The filing shows Bridgewater initiated positions in 214 stocks, increased holdings in 292 stocks, completely exited 261 stocks, and reduced holdings in 487 stocks during Q1. It significantly increased holdings in chip stocks like Nvidia, Broadcom, and Micron Technology, completely exited enterprise software stocks like Salesforce and ServiceNow, and reduced its stake in Adobe. At the end of Q1, Bridgewater's US stock portfolio was valued at $22.4 billion, compared to $27.4 billion in the previous quarter. Specifically, Bridgewater increased its Nvidia holdings by 827,800 shares, raising the portfolio weight from 2.63% to 3.65%; increased Broadcom holdings by 670,000 shares, raising the weight from 1.47% to 2.54%; and increased Micron Technology holdings by 586,000 shares, raising the weight from 0.93% to 2.23%. Additionally, Bridgewater initiated a position in TSMC with 1.077 million shares, accounting for 1.62% of the portfolio at the end of Q1.

Harvard University Sells Ethereum ETF Position, Abu Dhabi Sovereign Wealth Fund Increases IBIT Holdings

Several sovereign wealth funds, university endowments, and traditional financial institutions have recently disclosed their Q1 2026 13F filings. Among them, Abu Dhabi's sovereign wealth fund Mubadala increased its holdings in BlackRock's iShares Bitcoin Trust ETF (IBIT) from 12.7023 million shares to 14.7219 million shares. The value of the new holdings exceeded $90 million, bringing the total position value to nearly $660 million. Its subsidiary, the Abu Dhabi Investment Council (ADIC), maintained its position of 8.2187 million IBIT shares, valued at approximately $315.8 million. Regarding university funds, Harvard University's endowment fund held 3.0446 million IBIT shares valued at approximately $117 million, a decrease of about 43% from the end of 2025. Simultaneously, Harvard completely liquidated its position in the BlackRock Ethereum Spot ETF, which it initiated in the previous quarter worth about $86.8 million. Furthermore, Dartmouth College maintained its IBIT position unchanged and disclosed for the first time holding approximately 304,800 shares of the Bitwise Solana Staking ETF, valued at around $3.67 million, making it one of the first university endowments to publicly allocate to Solana-related ETFs. Among traditional financial institutions, institutions like the Royal Bank of Canada (RBC) and Barclays continued to increase or adjust their IBIT spot and option positions, while Hong Kong-based Laurore reduced its IBIT holdings from 8.7863 million shares to 6.8463 million shares. (The Block)

Abu Dhabi Sovereign Wealth Fund Mubadala Increases IBIT Holdings to Nearly $6.6 Billion

Abu Dhabi's sovereign wealth fund Mubadala has increased its IBIT holdings to Bitcoin ETF shares worth nearly $6.6 billion. (Cointelegraph)

Project News

Upbit Operator Dunamu Q1 Operating Profit Down 78% YoY

Upbit operator Dunamu disclosed that its consolidated revenue for Q1 2026 was approximately $157 million, down 55% year-over-year; operating profit was about $59 million, down 78% YoY; net profit was about $46.6 million, down 78% YoY. Dunamu stated that the performance decline was mainly due to the global economic slowdown and decreased trading volume in the virtual asset market. (Asian Economy)

Jump Crypto: Firedancer Goes Live on Solana Mainnet, Starts Producing Blocks

The Solana validator client Firedancer, developed by Jump Crypto, is now running on the Solana mainnet and has started producing blocks. Firedancer Chief Engineer Ritchie Patel stated that over the past few months, the client has processed tens of millions of transactions, but the team is still adopting a gradual deployment strategy and has no plans for a large-scale public rollout. He noted that before all security audits are completed, there would be significant risk if more than half of the network's validators upgraded simultaneously.

Hyperliquid Co-founder: Met with US Policymakers to Explore Entry into US Market

Jeff.hl posted on X platform, stating that during the advancement of the CLARITY Act, through the Hyperliquid Policy Center, he met with several US policymakers in Washington to discuss the regulatory path for introducing on-chain derivatives markets in the US. Some discussions involved the global demand for on-chain trading as financial innovation, while others explored the potential of on-chain markets from the principles of DeFi. Jeff.hl said he will continue promoting this work in Washington, hoping to enter the US market and enable local users to access Hyperliquid.

Chainalysis Traces THORChain Attack Source: Sophisticated Money Laundering Skills, Moved Funds Cross-Chain for Weeks Before Attack

Chainalysis posted on X platform stating that prior to the THORChain exploit, wallets linked to the suspected attacker moved funds through Monero, Hyperliquid, and THORChain for several consecutive weeks. Wallets associated with the attacker funded positions on Hyperliquid via Monero privacy bridges as early as late April. The funds were then converted to USDC and transferred to Arbitrum, bridged to Ethereum, and some ETH was subsequently sent to THORChain to stake RUNE for a newly joined node, which is considered the source of the attack.