下周必关注｜美伊有望恢复谈判；鲍威尔美联储主席任期届满（5.11-5.17）
- 核心观点：下周（5月11-17日）重点事件包括Circle发布Q1财报、美国四月CPI数据公布、美国参议院就CLARITY法案投票、鲍威尔美联储主席任期届满，以及Ronin迁至以太坊Layer2并大幅降低通胀率。
- 关键要素：
- Circle将于5月11日发布2026年Q1财报，并举行电话会议。
- 美国5月12日公布四月CPI数据，是宏观经济关键指标；Ronin同日迁移至以太坊Layer2，通胀率从超20%降至1%以下。
- Base网络5月13日上线独立升级“Base Azul”，激活多证明系统并提升吞吐量至5000 TPS。
- 美国参议院银行委员会5月14日就CLARITY法案投票，该法案涉及稳定币收益条款的折衷方案。
- 鲍威尔美联储主席任期5月15日届满，但将以理事身份留任；沃什接任主席待参议院确认。
- 币安USD1持币补贴活动延长至5月15日，新增1500万美元WLFI奖池；Dmail Network同日停运。
- 美伊拟敲定14点框架备忘录，谈判最快下周恢复，涉及伊朗核计划等议题。
Highlights of the Coming Week
May 11
Circle is set to release its Q1 2026 earnings report on May 11;
May 12
The US will release April CPI data on May 12;
May 14
The US Senate Banking Committee will hold a vote and hearing on the CLARITY Act on May 14;
May 15
The Binance USD1 holding rewards program will be extended to May 15;
Others (Specific Date TBD)
From May 11 to May 17, here are more notable industry events to watch.
May 11
Circle is set to release its Q1 2026 earnings report on May 11
Odaily reports that Circle will release its Q1 2026 earnings report on May 11, with an earnings conference call scheduled for 20:00 that evening.
May 12
The US will release April CPI data on May 12
Odaily reports that at 20:30 Beijing time on May 12, the US will release its April CPI data.
Ronin will migrate to Ethereum Layer 2 on May 12, with the RON inflation rate dropping below 1%
Odaily reports that the gaming-focused blockchain Ronin has announced it will migrate to an Ethereum Layer 2 on May 12, utilizing the OP Stack and integrating with EigenDA as the data availability layer. On-chain operations are expected to be paused for approximately 10 hours during the migration. The team recommends users unstake their RON beforehand or allow the system to handle it automatically after the migration is complete.
Following this upgrade, RON's annual inflation rate will drop from over 20% to below 1%. Additionally, treasury income will be supplemented by staking rewards, sequencer net revenue, and marketplace fees. Furthermore, Ronin has introduced a "Proof of Allocation" incentive mechanism based on a "Builder Score," distributing RON rewards monthly to ecosystem builders.
May 13
The Ethereum Foundation's EPF7 is now accepting applications, with a deadline of May 13
Odaily reports that the Ethereum Foundation has announced that the application window for the Ethereum Protocol Fellowship Cohort 7 (EPF7) is now open, with applications closing on May 13.
This program aims to cultivate engineers capable of participating in the development of the Ethereum core protocol. It focuses on core network attributes including censorship resistance, open-source nature, privacy, and security, covering areas such as client implementation, protocol specifications, testing, and frontier research.
Base's independent network upgrade "Base Azul" is scheduled to launch on mainnet on May 13
Odaily reports that Base has announced its independent network upgrade, "Base Azul," will go live on mainnet on May 13, 2026. Azul has already been deployed on the testnet, aiming to enhance security, performance, and the developer experience. Key updates include:
1. Activating a multi-proof system (combining TEE and ZK proofs) to advance towards Stage 2 decentralization, enabling withdrawals within a single day at best.
2. Consolidating onto a single high-performance client stack (base-reth-node and base-consensus), reducing empty blocks from approximately 200 per day to about 2, while maintaining bursts of 5000 TPS throughput.
3. Aligning with the Ethereum Osaka execution layer specification.
May 14
The US Senate Banking Committee will hold a vote and hearing on the CLARITY Act on May 14
Odaily reports that the US Senate Banking Committee has announced it will hold a vote and hearing for the 2025 Digital Asset Market Transparency Act (Clarity Act) at 10:30 AM on May 14. The bill was previously stalled due to disputes over provisions like stablecoin yields. Recently, Senators Tom Tillis and Angela Alsobrooks reached a compromise to prohibit offering yields on static stablecoin reserves but allow rewards on actively-used stablecoins.
Although industry groups like the American Bankers Association have expressed concerns and suggested amendments to the text, the committee's schedule indicates the legislative process will continue. Additionally, Senator Kirsten Gillibrand has proposed adding an ethics clause to the bill, barring high-ranking government officials from profiting in the crypto industry while regulating it.
Solana DeFi protocol Carrot is shutting down; May 14 is the deadline to withdraw remaining funds
Odaily reports that Carrot, a DeFi protocol on Solana, has announced it will shut down, citing severe operational impact from the Drift exploit incident.
The deadline to withdraw remaining funds from Boost, Turbo, and CRT is May 14. After this date, the system will begin to deleverage, reducing all leverage to zero to free up all liquidity for CRT redemptions.
May 15
Odaily reports that Jerome Powell's term as Chair of the Federal Reserve ends on May 15, but he stated last week that he will continue to serve as a Fed Governor until 2028.
Federal Reserve Governor Michelle Bowman told the media on Friday that she hopes Powell's continued service "is just a transition period without any more sinister motives."
Meanwhile, the Senate vote to confirm Kevin Warsh as the next Fed Chair is still pending.
Odaily reports that Binance posted on X, stating the USD1 holding rewards program will be extended until 8:00 AM Beijing time on May 15. Eligible USD1 holders will share a prize pool of $15 million in WLFI tokens, with rewards still distributed every Friday.
Dmail Network will begin phasing out operations on May 15; users need to export emails before then
Odaily reports that according to an official announcement, the decentralized email project Dmail Network will begin phasing out all services starting May 15, 2026. Users must export their email content and request account deletion before this date, after which all data will be permanently deleted. Dmail cited high costs of decentralized infrastructure, lack of a proven commercialization path, a token without real-world use cases, and core team member attrition as reasons for the project's inability to achieve healthy, sustainable operations.
May 16
US Treasury Secretary Bessent: Confirmation of Fed Chair nominee Warsh before May 16 is uncertain
Odaily reports that US Treasury Secretary Scott Bessent said he is unsure whether Fed Chair nominee Kevin Warsh will be confirmed before May 16. (Jin Shi)
May 17
No events scheduled.
Others (Specific Date TBD)
Odaily reports, citing The Wall Street Journal, that sources say Iran and the US, through mediators, are pushing to finalize a one-page Memorandum of Understanding containing 14 points. This would establish a framework for a month-long negotiation aimed at ending the war. These discussion points will form the core of the next round of talks, which could resume as soon as next week in Islamabad. Sources also indicated that Iran has expressed willingness to discuss its nuclear program, a softening of its previous stance. Unresolved issues remain, including the duration of a halt to Iranian uranium enrichment, whether highly enriched uranium will be shipped out of the country, and Iran's insistence on retaining a permanent oversight role in the Strait of Hormuz, which is expected to complicate final negotiations. Furthermore, the timing and scope of sanctions relief could also become obstacles to the talks. Sources say that if negotiations make progress, the one-month negotiation period could be extended by mutual agreement. A spokesperson for Iran's Foreign Ministry stated that Iran is reviewing the US proposal and will convey its position to the US via Pakistani mediators after completing its assessment. (Jin Shi)
