24H 인기 코인 및 주요 뉴스｜Polymarket, 거래자 KYC 요구 검토; FTX, 다음 보상 일정 발표 (5월 28일)
- 핵심 의견: 이번 주간 보고서에 따르면 시장 전반이 조정을 겪고 있지만, 일부 알트코인 및 '코인 주식'은 반대 급등세를 보였습니다. 규제 측면에서는 미국 SEC와 CFTC, 중국 최고인민법원 및 홍콩 금융관리국이 디지털 자산 관련 규제 및 규칙 제정을 강화했습니다. 또한, Pump.fun은 지속적으로 대량의 SOL을 매도하여 이익을 실현하고 있으며, OpenSea는 AI 에이전트를 위한 ERC-8257 표준을 출시했습니다.
- 핵심 요소:
- 시장 성과 차별화: CEX 상위 10개 코인은 대부분 하락(SUI -5.93%, ZEC -7.98%)했지만, XLM(+17.42%) 및 '코인 주식'인 SNOW.M(+35.73%) 등은 두드러진 상승세를 보였습니다.
- 규제 강화 신호: 미국 SEC 위원장 Atkins는 디지털 자산 시장에 명확한 지침을 제공하겠다고 약속했으며, 중국 최고인민법원은 가상화폐 등 새로운 유형의 사건에 대한 재판 규칙을 연구할 예정입니다.
- 아시아 규제 조치: 홍콩 금융관리국은 은행에 3개월 이내에 중국 본토 투자자의 허위 서류 계좌 개설에 대한 조사를 완료하도록 요구했으며, 이는 2023년 1월로 소급 적용되며 '좀비 계좌' 정리도 포함됩니다.
- Polymarket 컴플라이언스 전환: 제재 및 법적 위험에 대응하기 위해 거래자에 대한 KYC 신원 확인을 추진 중이며, 이는 미국 <뉴욕타임스>의 조사 보도 이후 압박이 높아진 데 따른 것으로 보입니다.
- Pump.fun 지속적인 현금화: 최근 10일 동안 Pump가 다시 Kraken으로 83만 2천 SOL을 이체했으며, 2024년 초부터 누적 454만 SOL(7억 9천100만 달러 상당)을 평균 174달러에 매도했습니다.
- 업계 기술 발전: OpenSea는 AI 에이전트를 위한 이더리움 표준 ERC-8257을 출시하여 도구 등록, 접근 규칙 선언, 온체인 가격 책정 및 호출을 지원합니다.
- FTX 보상 일정: 다음 보상 등록일은 2026년 6월 16일로 지정되었으며, 7월 31일에 분배가 시작될 예정입니다.
1. Popular Coins on CEX
Top 10 by CEX Trading Volume & 24h Change:
- BTC：- 2.06%
- ETH：- 2.75%
- SOL：- 2.06%
- XRP：- 2.15%
- BNB：- 1.67%
- NEAR：- 4.56%
- TRX：- 2.11%
- ZEC：- 7.98%
- DOGE：- 1.56%
- SUI：- 5.93%
24h Gainers (Data Source: OKX):
- XLM： + 17.42%
- OFC： + 17.40%
- ALLO： + 9.80%
- AR： + 6.09%
- SPACE：+ 6.07%
- EDGE： + 5.70%
- NIGHT： + 5.67%
- JTO： + 5.27%
- WLFI： + 3.82%
- STORJ：+ 3.55%
24h Crypto Stock Gainers (Data Source: msx.com):
- SNOW.M：+ 35.73%
- GREE.M：+ 16.00%
- LUNR.M：+ 14.37%
- NBIS.M：+ 12.25%
- IREN.M：+ 12.24%
- COHU.M：+ 11.54%
- VIVO.M：+ 11.28%
- HIVE.M：+ 11.22%
- APP.M：+ 10.91%
- SWMR.M：+ 10.64%
2. Trending Memes On-Chain (Data Source: GMGN):
- Solana：GOSLINGS、GOLD
- BNB：来都来了、corla
Headlines
Polymarket Plans to Require KYC for Traders Amid Growing Sanctions and Legal Pressure
Prediction market Polymarket is facing escalating regulatory and sanctions compliance pressure. Reports indicate the platform is pushing for trader identity verification (KYC) to mitigate potential legal and compliance risks.
Although Polymarket's betting rules in some regions do not permit certain activities, some users have continued to participate via automated trading bots, creating gray usage paths in areas like Russia. Some developers have even used tools like Telegram to organize trading traffic and expand their user base. As the platform grows and regulatory scrutiny intensifies, Polymarket is being forced to seek a balance between decentralized prediction markets and compliance requirements to address potential sanctions and legal risks.
FTX Announces Next Round Payout Schedule, Distributions Starting July 31
FTX has announced that the record date for the next round of distributions is set for June 16, 2026. This round is for users with approved FTX claims and equity interests, with distributions expected to begin on July 31, 2026.
Simultaneously, the next payment for preferred stockholders will also be made on July 31, with the same record date of June 16. Holders of approved NFT customer interest claims can initiate the NFT distribution process from June 30, 2026.
Trump Warns Ally Oman: Behave or Be Blown Up
US President Donald Trump commented on Wednesday on reports regarding a joint Iranian-Omani control of the Strait of Hormuz. He stated that Oman "will behave" and reject any such mechanism, "or else we'll have to bomb them." The Iranian authorities had proposed collaborating with Oman to manage and regulate maritime traffic in the strait between the two countries. Iran had considered a joint toll mechanism with Oman, but this proposal faced US opposition. Speaking to reporters after a cabinet meeting, Trump said, "Nobody is going to control the Strait. The Strait is going to be open to everyone," and that the US would "monitor the situation closely." Trump added, "Oman will behave like everybody else, or else we’re going to bomb them. They understand that, so it's going to be fine."
Doge Designer: Musk and His Companies Have No Affiliation with Any Cryptocurrency or Exchange
DogeDesigner posted a reminder on X platform stating that Elon Musk and his affiliated companies have no connection with any cryptocurrency or exchange. He stated that Grok, SpaceXAI, Tesla, SpaceX, and Neuralink have not issued official tokens and warned users to be cautious of related scam projects.
Industry News
The State Council Information Office held a press conference on the "15th Five-Year Plan" series, briefing on the progress of "Comprehensively Advancing the Rule of Law." Liu Guixiang, Vice President of the Supreme People's Court, stated that the court will conduct in-depth research on adjudication rules for new types of cases involving virtual currencies and cross-border finance. It will also expedite the drafting of judicial interpretations on civil compensation for insider trading and market manipulation to ensure the stable operation of capital markets and protect the legitimate rights and interests of small and medium-sized investors.
Furthermore, regarding new business forms in the digital economy, the Supreme Court will study and formulate normative documents on judicial protection for AI-related cases and data property rights, refining adjudication rules for data ownership, data trading, and AI generation.
SEC Chairman: Will Provide Much-Needed Clarity for Digital Asset Markets
SEC Chairman Paul Atkins posted on X platform, stating that for too long, the SEC has been out of touch with new technologies and innovation, forcing entrepreneurs to move their businesses overseas. That era is over. Under President Trump's leadership, the SEC is working with the Executive Branch and Congress to provide much-needed clarity for the digital asset markets.
The Hong Kong Monetary Authority (HKMA) has requested banks to initiate account reviews for investment accounts opened by Mainland Chinese users. The focus is on identifying and closing accounts opened using fraudulent documents and clearing zombie accounts. The scope of the review for accounts opened with fraudulent documents traces back to accounts opened since January 2023. The review must be completed within 3 months, and problematic accounts must be closed within 6 months after completion.
The investigation and cleanup of "zombie accounts" will also commence within the next 3 months. Banks must identify accounts held by Mainland Chinese investors that have had a zero balance and no trading activity for the one year prior to May 22, 2026. They must re-confirm KYC data with these clients and require them to make a series of declarations per the new rules for opening investment accounts. If these procedures cannot be completed, the accounts will be closed within 6 months.
Project News
Pump Transfers Another $8.32 Million in SOL to Kraken; Cumulative Fee Sales Reach $791 Million
According to monitoring by crypto analyst @EmberCN, Pump transferred another 100,628 SOL (worth approximately $8.32 million) to Kraken about an hour ago.
Ember noted that since Pump resumed transferring fee income to exchanges 10 days ago, it has been continuously moving SOL. Data shows that since early 2024, Pump has sold a cumulative total of approximately 4.54 million SOL in fee income, worth about $791 million, with an average selling price of around $174.
OpenSea Launches Ethereum Open Standard ERC-8257 for AI Agent Tool Registration
OpenSea has announced the launch of the Ethereum open standard ERC-8257 (Agent Tool Registry), positioning it as an "app store for AI agent tools." The standard allows developers to register tools on-chain, declare access rules and pricing, and enables AI agents to autonomously discover, purchase access rights, and call relevant tools without human intervention.
Resolv Announces Recovery Plan for USR Security Incident; RLP to Be Redeemed at 55% Reference Price
The Resolv Foundation has announced a comprehensive recovery plan for the USR security incident on March 22. The incident led to illegally minted USR tokens entering the market, after which the protocol paused operations and entered recovery mode.
Under the recovery framework, USR serves as the senior layer asset, while RLP, as the junior layer, absorbs losses. USR/wstUSR held before the incident will be exchangeable for USDC at a 1:1 ratio. USR/wstUSR acquired after the incident will be exchangeable for USDC at a 1:0.5 ratio.
Fundraising
AI Coding Company Cognition Raises $1 Billion, Led by Lux Capital
AI coding startup Cognition announced a $1 billion funding round at a $26 billion valuation. The round was co-led by Lux Capital, General Catalyst, and 8VC, with participation from Ribbit Capital, Atreides Management, and Founders Fund. Cognition AI focuses on AI-driven software development tools and is seen as a major player in the AI coding track. Market observers note this round further reflects capital's continued pursuit of the 'AI + Software Engineering Automation' track.
OpenRouter Secures $113 Million Series B, Led by CapitalG
OpenRouter, an AI model aggregation platform founded by OpenSea co-founder Alex Atallah, announced a $113 million Series B funding round. CapitalG, Alphabet's growth fund, led the round. Participants included a16z, Menlo Ventures, Nvidia's NVentures, as well as ServiceNow, MongoDB, Snowflake, and Databricks. The company is now valued at over $1 billion.
People & Voices
TD Cowen stated that President Trump's public support for the CFTC's stance on jurisdiction over prediction markets is unlikely to change the legal debate surrounding event contracts. Jaret Seiberg, Managing Director at TD Cowen, noted that this matter is now in federal court and cannot be decided by the regulator or the executive branch. He still believes the Supreme Court will ultimately decide whether federal law preempts state sports betting laws regarding event contracts and that states still have an advantage in this debate. Litigation could take two years or more. Seiberg also noted that Trump's post was more about defending CFTC Chairman Selig following a NYT investigation than a substantive policy change.
Vitalik: Moving from Regular Blog Posts to Attempting Sci-Fi on Decentralized Governance Themes
Ethereum co-founder Vitalik Buterin stated that he will no longer write regular blog posts and has decided to try writing science fiction on the theme of decentralized governance. According to a link he shared, he has already completed the first and second chapters of this sci-fi novel.
10x Research analyzed on X platform, pointing out that as Bitcoin volatility continues to decline, the NAV premium of most Bitcoin treasury companies has been significantly compressed, with some even turning into steep discounts. Investor losses related to this trend are beginning to emerge.
Historically, Grayscale's GBTC saw a 47% discount in December 2022, allowing investors to buy Bitcoin at an implied price of less than $10,000. The market had mistakenly viewed traditional financial crypto asset packaging products as "Bitcoin leverage tools," but these structures are actually more akin to option products: implied value expands when volatility rises and gets compressed when volatility declines.
Tom Lee: Crypto Market Super Cycle is Coming, ETH to Benefit from Tokenization and AI Agent Wave
Bitmine Chairman Tom Lee stated that he remains firmly bullish on the crypto market entering a new super cycle and believes Ethereum will be a core beneficiary asset.
Tom Lee pointed out that the two core drivers of this cycle are tokenization driven by Wall Street and the rapid development of AI Agents, adding, "The crypto market and Ethereum are heading for a super cycle."
