24H 인기 코인 및 주요 뉴스|미-이란 최종 합의안 도출; 이란 암호화폐 자산 보유액 77억 달러 (5월 22일)
- 핵심 의견: 오늘 암호화폐 시장은 전반적으로 등락을 보였으며, NEAR, PROVE 등 소수 코인이 두드러진 성과를 기록했습니다. 한편, 거시적 차원에서는 이란의 지정학적 리스크와 암호화폐 자산 보유 현황, 트럼프 행정부의 양자 컴퓨팅 투자, 다양한 규제 동향 등이 포함되며, 업계 인사들의 의견 차이가 심화되고 있습니다.
- 핵심 요소:
- CEX 시장 데이터에 따르면, 주요 코인인 BTC와 ETH는 소폭 하락한 반면, NEAR는 17.25% 상승하며 시장 내 구조적 차별화가 나타나고 있습니다.
- 이란은 약 77억 달러 상당의 암호화폐 자산을 보유하고 있으며, 미-이란 합의가 임박함에 따라 지정학적 요인이 암호화폐 시장에 잠재적 영향을 미칠 수 있습니다.
- 트럼프 행정부는 9개 양자 컴퓨팅 기업에 20억 달러를 지원하고 지분을 획득하기로 하여, 미국의 핵심 기술 분야 개입 강도를 나타냅니다.
- 테더는 소프트뱅크가 보유한 Twenty One Capital 지분을 인수했습니다. Twenty One Capital은 4만 3500 BTC를 보유 중이며, 거래 금액은 약 7억 1100만 달러로 기관 포트폴리오 변화를 반영합니다.
- 억만장자 마크 큐반은 비트코인이 예상대로 지정학적 위험을 헤지하지 못했다는 이유로 보유 지분을 줄였고, Bankless 창립자는 ETH를 전량 매도하며 시장 핵심 인사들의 의견 분열을 보여줍니다.
- SEC는 예측 시장 ETF에 대한 의견을 수렴하고 승인을 연기하여 Bitwise 등 기관의 제품 출시 일정에 영향을 미칠 수 있습니다. 한편, 하원의원은 비트코인을 20년간 전략 비축 자산으로 포함하는 법안을 발의했습니다.

1. CEX Popular Tokens
CEX Top 10 Trading Volume & 24h Change:
- BTC: - 0.6%
- ETH: - 0.68%
- SOL: + 0.21%
- ZEC: - 3.36%
- SUI: - 1.05%
- XRP: - 0.89%
- NEAR: + 17.25%
- BNB: + 0.63%
- DOGE: + 0.73%
- ALLO: + 2.16%
24h Gainers (Data Source: OKX):
- PROVE: + 30.11%
- GRASS: + 27.83%
- NEAR: + 17.83%
- DORA: + 13.62%
- YB: + 13.42%
- VELODROME: + 12.03%
- LIT: + 9.39%
- ZAMA: + 7.93%
- WLD: +7.66%
- KAITO: + 7.14%
24h Crypto-Stock Gainers (Data Source: msx.com):
- RGTI: 40.11%
- BKKT: 28.78%
- QUBT: 26.05%
- APLD: 23.03%
- DXYZ: 20.68%
- WOLF: 19.75%
- VCX: 18.72%
- AXTI: 16.43%
- ARM: 15.87%
- VIVO: 15.8%
2. Popular On-Chain Memecoins (Data Source: GMGN):
- ETH: sato, IFF
- Solana: WORLDCUP, DEGEN
- Base: GITBANK, openhuman
- BNB: TLS, Hands-Behind Opossum
Headlines
Final Draft of US-Iran Agreement Reached, Expected to be Announced Within Hours
According to IRNA, citing Al Arabiya, the final draft of the US-Iran agreement has been reached with Pakistan's mediation and is expected to be announced within the next few hours. (Jin Shi)
Iran's Foreign Ministry: Current Negotiation Focus is Ending Wars on All Fronts
On May 21st local time, Iranian Foreign Ministry Spokesperson Baghaei said in an interview that the focus of current negotiations is ending wars on all fronts, including Lebanon. Media reports on nuclear issues, including uranium enrichment, are mere speculation and lack credibility. He added that accurate information on negotiation details will be provided by authorized officials and the negotiation team spokesperson. (CCTV News)
Iran's Crypto Asset Holdings Valued at $7.7 Billion
Cointelegraph posted on X, citing Fox News, stating that Iran's crypto asset holdings are worth approximately $7.7 billion.
Industry News
Trump Administration Provides $2 Billion in Grants to 9 Quantum Computing Companies
The Trump administration, via the US Department of Commerce, is providing a total of $2 billion in grants to 9 quantum computing companies in exchange for equity. $1 billion will go to IBM, chip manufacturer GlobalFoundries will receive $375 million, publicly traded companies including D-Wave Quantum, Rigetti Computing, and Infleqtion will each get $100 million, and startup Diraq is expected to receive $38 million.
According to sources, the US Department of Commerce is discussing providing targeted financial support to relevant companies by becoming a shareholder, to promote the development of key technologies like quantum computing. Analysts believe this model indicates the government's increasing intervention and investment in strategic areas such as semiconductors, AI, and quantum computing. (Wall Street Journal)
Anthropic May Lease Computing Power from Microsoft's Self-Developed AI Chips
Anthropic announced it is in talks with Microsoft to lease computing power from servers equipped with Microsoft's self-developed AI chips, to meet the growing demands of its AI model training and inference.
According to sources, the discussions involve Microsoft providing server computing services based on its self-developed chips via its data centers. This would be a key option for Anthropic to expand its compute sources. If the deal is reached, it would be seen as a significant milestone in Microsoft's AI chip commercialization process. (The Information)
SpaceX and Tesla Hold a Combined $2.3 Billion in Bitcoin, Ranked 5th Largest Public Company BTC Holder
BitcoinTreasuries.NET posted on X, stating that Elon Musk's SpaceX and Tesla currently hold a combined 30,221 Bitcoins, valued at $2.3 billion. If combined, they would be the 5th largest public company BTC holder.
xAI Releases Agentic Coding Model, Supports Third-Party Agent Calls like OpenClaw
Odaily Planet Daily News: xAI has released the grok-build-0.1 code model, specifically trained for agentic coding, currently in early access.
grok-build-0.1 supports text and image multimodal inputs, natively features tool calling, structured output, and reasoning capabilities, and has a context window of 256k. API pricing: $1 per million input tokens, $2 per million output tokens; with prompt caching enabled, the cost for cached input can be reduced to $0.2 per million tokens.
Additionally, xAI has opened third-party authorization for Grok personal subscription accounts. Users with SuperGrok or X Premium subscriptions can directly reuse official compute quotas and call the grok-build-0.1 model in open-source agents like Hermes Agent and OpenClaw via OAuth.
Tether Acquires SoftBank's Entire Stake in Twenty One Capital
According to an SEC filing, Tether has acquired all shares held by Japanese investment giant SoftBank in the Bitcoin holding company Twenty One Capital (XXI), totaling 891,000 Class A shares.
Although the specific financial terms were not disclosed, based on Wednesday's closing price of $7.98 per share, the stake is worth approximately $711 million. SoftBank purchased these shares in June last year for $999.3 million, meaning this exit results in a significant discount.
Twenty One Capital currently holds 43,514 Bitcoins, valued at approximately $3.4 billion. Following SoftBank's exit, its appointed board members have immediately resigned, temporarily leaving the company's audit committee without a sufficient number of independent members to meet NYSE listing requirements. (Decrypt)
Paradigm Announces Open-Sourcing of Self-Developed AI Agent Centaur, Says It Has Transformed the Fund's Workflow
Paradigm officially announced it is open-sourcing Centaur, a self-hosted, collaborative, and secure AI Agent Runtime developed jointly by Paradigm and Tempo.
Paradigm stated that the fund has been using Centaur internally since January this year, and it has completely transformed the team's way of working, covering various tasks including investment, engineering, design, recruitment, events, and customer service.
Centaur can be understood as a "shared agent." It can call tools, run continuously for hours or even days, resume work after system reboots, and use real credentials to perform operations without ever touching raw secrets. Users can interact with it via Slack or through its API.
Billionaire Mark Cuban Says He Sold Most of His Bitcoin, Disappointed with 'Digital Gold' Narrative
Billionaire investor Mark Cuban stated he has sold most of his Bitcoin holdings, citing fading confidence in Bitcoin as a hedge against fiat currency devaluation and geopolitical risks.
Cuban said on a podcast that he was disappointed to see gold prices rise and Bitcoin fall during the Iran war, and Bitcoin did not rise as expected when the US dollar weakened.
Previously, Mark Cuban had called Bitcoin "a better version of gold," with approximately 60% of his crypto portfolio allocated to Bitcoin. He now claims his disappointment with Bitcoin has surpassed that for Ethereum and calls most other cryptocurrencies "garbage." (CoinDesk)
Bankless Founder David Hoffman Has Liquidated All ETH Holdings
Bankless founder David Hoffman posted on X that he has liquidated all his ETH holdings.
Meanwhile, Bankless co-founder Ryan Sean Adams stated he remains bullish on ETH. He also revealed that Phase 1 of Bankless—his 6-year collaboration with David Hoffman—has officially concluded.
Ryan Sean Adams said he will reduce his involvement in content direction and guest interviews going forward, focusing more on supporting David Hoffman's exploration of crypto and other new fields. He stated he will still participate in the Rollup podcast weekly, but content direction will be handed over to David Hoffman.
Project News
Polymarket to Launch Taker Fee Rebate Program Next Week, Up to 50% Rebate
Polymarket official Mustafa stated on X that the "Taker Fee Rebate Program" will launch next week. Direct taker users can receive up to a 50% fee rebate.
According to data shared by Mustafa, to trigger the taker fee rebate, users need a weighted trading volume exceeding $2,000 over the past 30 days. To trigger the highest tier (50%) rebate, the weighted trading volume over the past 30 days must exceed $10 million.
Kraken Parent Payward Receives Initial VARA Approval in Dubai for Crypto Operations
Kraken's parent company, Payward, announced it has received initial approval from Dubai's Virtual Assets Regulatory Authority (VARA) for broker-dealer, investment, and management licenses to expand crypto operations in the UAE. Payward expects to offer spot, margin, and OTC trading, staking services, and Kraken Prime for institutional clients, as well as support peer-to-peer crypto asset transfers. (Businesswire)
Bitcoin Treasury Company Nakamoto Plans 1:40 Reverse Stock Split to Maintain Nasdaq Listing
Bitcoin Treasury company Nakamoto plans a 1:40 reverse stock split to push its stock price back above $1 to meet Nasdaq compliance requirements.
Under the plan, the company's outstanding shares will decrease from approximately 696.1 million to about 17.4 million, expected to take effect on May 22nd.
Previously, Nakamoto reported a net loss of $238.8 million for Q1 2026. This includes approximately $107.7 million in write-downs related to acquired call options and about $102.5 million in paper losses on its 5,058 BTC holdings during the quarter when Bitcoin price fell 23%. (Decrypt)
Apyx Confirms TGE and Airdrop for October 13th, Point-Based Airdrop Allocation Increased
Apyx, a stablecoin project built on STRC, announced on X that its TGE and airdrop are scheduled for October 13th. Additionally, Season 2 point activities are confirmed to end on October 11th, and the token allocation corresponding to points will be increased from 4% to 6% of the total supply.
Previously, DeFi Development stated it would continue to advance its strategic investment in the stablecoin protocol Apyx.
Cross-Chain Settlement Protocol Everclear Announces Shutdown
Cross-chain settlement protocol Everclear announced on X the closure of its foundation, labs, and product development. The core reason is that its solver-based cross-chain capital rebalancing model, while reaching $500 million in monthly volume, failed to translate into substantial revenue due to user price sensitivity. The DAO will continue to operate and explore protocol open-sourcing. Any remaining funds may be used for CLEAR token buybacks. The official timeline for closure, asset handling plans, and subsequent user fund arrangements have not been disclosed.
Syndicate Development Company Will Gradually Wind Down Operations, SYND Governance Unaffected in Short Term
DAO infrastructure provider Syndicate announced it will gradually cease operations. After five years of building on-chain developer infrastructure, it stated that the Rollup market has fundamentally changed. The market has shrunk significantly, with some Rollup projects closing, and the market shifting from EVM Rollups to custom chains built from scratch by consulting teams, leading to a significant decline in the value of reusable technology and networks.
Syndicate stated its structure consists of two parts: Syndicate Labs, the development arm, will close; while Syndicate Network Collective (Wyoming DUNA), the independent entity holding SYND tokens and governance rights, will continue to exist, and SYND governance will not be affected in the short term.
Investments & Fundraising
AI Hardware Startup Hark Raises $700M Series A at $6B Valuation, Led by Parkway Venture Capital
AI hardware startup Hark announced a $700 million funding round at a $6 billion post-money valuation. This Series A round was led by Parkway Venture Capital, with participation from NVIDIA, AMD Ventures, ARK Invest, Brookfield, Greycroft, Intel Capital, Qualcomm Ventures, Salesforce Ventures, and others. New funds will be used to expand GPU infrastructure and accelerate large model development. (Bloomberg)
Kalshi Completes $200M Series F Extension, Baillie Gifford and Layer Global Participate
Sources say prediction market platform Kalshi has raised an additional $200 million from Baillie Gifford and Layer Global, extending the $1 billion funding round led earlier by Coatue Management, valuing the company at a steady $22 billion.
Earlier this month, Kalshi announced a $1 billion Series F round with participation from Sequoia Capital, a16z, IVP, Paradigm, Morgan Stanley, and ARK Invest.
Data shows Kalshi's monthly trading volume exceeded $14 billion in April this year, with an annualized revenue exceeding $1.5 billion. (Bloomberg)
AI Live Prediction Platform K25.ai Raises Pre-A Round at $100M Valuation
AI live prediction


