24H热门币种与要闻｜美以或恢复对伊朗军事行动；罗永浩曾炒币狂赚3000万元（5月18日）

Azuma

Odaily资深作者

@azuma_eth

2026-05-18 02:06

Bài viết này có khoảng 6929 từ, đọc toàn bộ bài viết mất khoảng 10 phút

Iran Military: If the US launches military action again, it will face an "offensive response."

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Core Viewpoint: This article summarizes the dynamics of the global crypto market and macro geopolitics. Key focus points include a diverging crypto market, potential geopolitical conflict risks (US/Israel vs. Iran), and regulatory progress (the US CLARITY Act advancing) as key variables influencing market sentiment.
Key Elements:
1. Crypto Market Shows Divergence: Among the top 10 CEX volumes, ZEC (+4.91%) and TON (+4.12%) recorded gains, while ETH fell -2.64%. On the 24-hour gainer list, SPACE (+16.58%) and VINE (+15.7%) stood out.
2. Geopolitical Risk Surges: Sources say the US and Israel may resume military action against Iran as early as next week. The Pentagon is prepared, and Trump has warned Iran that "time is running out," increasing market uncertainty.
3. US CLARITY Act Advances Key Stage: The Senate Banking Committee has passed the bill. Galaxy's Head of Research estimates the President could sign it into law as early as August, potentially providing a clear regulatory framework for the US digital asset market.
4. Diverging Institutional and Sovereign Fund Moves: Abu Dhabi's sovereign wealth fund Mubadala increased its IBIT holdings to nearly $660 million, while Harvard University liquidated its Ethereum ETF and reduced its IBIT holdings.
5. Firedancer Goes Live on Solana Mainnet: The validator client Firedancer developed by Jump Crypto has begun producing blocks on the Solana mainnet. However, its deployment strategy is cautious, emphasizing the need to complete security audits.

1. Hot 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 (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 (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

Odaily reports: US sources say the Pentagon is preparing to resume military operations against Iran, with the US and Israel potentially restarting airstrikes as early as next week. According to US sources, negotiations are currently at an impasse. Multiple US officials have indicated that if the US decides to resume military strikes against Iran, one option is more intensive bombing of Iranian military and infrastructure targets; another option is deploying special operations forces 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 its warships and warplanes in the region. (CCTV News)

Trump discusses restarting military strikes against Iran, risk of joint US-Israel airstrikes surges

Odaily reports: Israeli media confirm that Trump and Netanyahu spoke by phone, with the core topic being the resumption of military strikes against Iran. Israeli officials say if the US acts, a joint airstrike between the two countries is expected. Trump warned Iran that "time is running out," threatening more severe strikes if no good plan is presented.

Israel's Public Broadcasting Corporation, citing a senior Israeli official, reported that the call between Netanyahu and Trump lasted about half an hour, mainly discussing the possibility of restarting military strikes against Iran. The official stated that if the US resumes military action against Iran, a joint airstrike by Israel and the US is expected.

In a phone interview with Axios, Trump said Iran's "time is running out," warning that if the Iranian regime cannot present 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: New US military action will face 'offensive response'

Odaily reports: According to Iranian media on the 17th, a senior spokesperson for the Iranian Armed Forces responded to recent statements by US President Trump regarding Iran, warning the US against launching new military operations. The spokesperson stated that any attempt to "save face" for the US by taking action against Iran again would result in a "more violent and heavier blow" for the US. The spokesperson also said that if the US again threatens or takes military action against Iran, its 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 crypto, Trump himself holds at least $51 million

Odaily reports: Nearly 70 senior officials and nominees in the Trump administration, 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 in positions. The article also notes that many tech and crypto industry figures have entered the administration under Trump. The SEC has paused lawsuits and is advancing Bitcoin strategic reserves and stablecoin legislation. The article also mentions that critics are concerned about potential conflicts of interest and ethical issues.

Luo Yonghao reportedly made 30 million yuan from BTC investment in 2018, advised employees to 'work hard, don't trade crypto'

Odaily reports: According to crypto KOL Ma Siqi's post on X, "Here's a little-known fact: apart from both being 'famous teachers from the Northeast' at New Oriental alongside early Bitcoin OG Li Xiaolai, and having private dealings, Luo Yonghao also made over 30 million yuan from investing in Bitcoin back in 2018. That year, he advised the company's young employees: 'Work hard, don't trade crypto.'"

Industry Highlights

SpaceX shareholders approve 1-for-5 stock split, fair value per share adjusted to ~$105.32

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

South Korean Prime Minister: Daily loss from Samsung semiconductor plant shutdown could reach 1 trillion won

Odaily reports: Samsung Electronics and its Korean union are set to resume wage negotiations next Monday with government mediators, a move that could ease concerns about a potentially disruptive strike at the tech giant. "Just one day of shutdown at Samsung Electronics' semiconductor plant is expected to cause direct losses of up to 1 trillion won (approximately $668 million)," South Korean Prime Minister Kim Min-seok said on Sunday after an emergency meeting with ministers. "What is more concerning is that a brief halt in semiconductor production lines could take months to restore." Kim added that if materials must be scrapped due to a strike, market concerns suggest economic losses could expand to as much as 100 trillion won. According to 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 mediation order. This order immediately prohibits industrial action for 30 days, during which the National Labor Relations Commission conducts mediation and arbitration. This measure is rarely used. (Jin Shi)

Bill and Melinda Gates sell all Microsoft shares, valued at over $3.2 billion

Odaily reports: Bill and Melinda Gates have sold all their Microsoft shares, totaling 7.7 million shares valued at over $3.2 billion. (Cointelegraph)

Berkshire Q1 aggressively adds Alphabet, new position in Delta Air Lines, exits Amazon

Odaily reports: According to Berkshire Hathaway's first-quarter holdings report (13F), Berkshire increased its stakes in Alphabet (GOOGL.O), the New York Times, and others in Q1. Alphabet saw an increase of over 36 million shares, with its portfolio weight rising from 2.04% to 5.93%. It liquidated positions in Amazon (AMZN.O), Visa (V.N), Mastercard (MA.N), UnitedHealth (UNH.N), and others. It reduced stakes in Chevron (CVX.N), Bank of America (BAC.N), and others. It initiated a new position in Delta Air Lines (DAL.N), buying 39.8 million shares with a market value of about $2.65 billion. Overall, Berkshire's US equity portfolio value at the end of Q1 was $263 billion, compared to $274 billion in the previous quarter. It bought approximately $16 billion in stocks and sold about $24 billion in the quarter, resulting in net sales of about $8.15 billion. The number of holdings dropped sharply from 42 to 29, showing significantly increased concentration. (Jin Shi)

Bridgewater Q1 US stock holdings at $22.4 billion, adds chip stocks, reduces software holdings

Odaily reports: Bridgewater Associates, the world's largest hedge fund, has released its Q1 13F filing for US stocks as of the end of March. The filing shows Bridgewater initiated positions in 214 stocks, added to 292, exited 261, and reduced stakes in 487. It significantly increased holdings in chip stocks like Nvidia, Broadcom, and Micron Technology, liquidated enterprise software stocks like Salesforce and ServiceNow, and reduced its position in Adobe. As of the end of Q1, Bridgewater's US stock portfolio was valued at $22.4 billion, down from $27.4 billion in the previous quarter. Specifically, Bridgewater added 827,800 shares of Nvidia, increasing its portfolio weight from 2.63% at the end of last year to 3.65%; added 670,000 shares of Broadcom, weight up from 1.47% to 2.54%; added 586,000 shares of Micron Technology, weight up from 0.93% to 2.23%. Additionally, Bridgewater initiated a position of 1.077 million shares in TSMC, which accounted for 1.62% of the portfolio at the end of Q1.

Harvard University exits Ethereum ETF, Abu Dhabi sovereign wealth fund adds IBIT

Odaily reports: Multiple sovereign wealth funds, university endowments, and traditional financial institutions recently disclosed their Q1 2026 13F holdings.

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, adding over $90 million in value, 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 unchanged, valued at approximately $315.8 million.

On the university fund side, the Harvard University endowment fund held 3.0446 million shares of IBIT, valued at about $117 million, a decrease of approximately 43% from the end of 2025. Simultaneously, Harvard completely exited its position in the BlackRock Ethereum spot ETF, which it had established in the previous quarter at a value of 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 about $3.67 million, making it one of the first university endowments to publicly allocate to a Solana-related ETF.

Among traditional financial institutions, the Royal Bank of Canada (RBC), Barclays, and others continued to increase or adjust positions in IBIT-related spots and options, 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

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

Project Updates

Upbit operator Dunamu Q1 operating profit down 78% YoY

Odaily reports: Dunamu, the operator of Upbit, reported consolidated Q1 2026 revenue of approximately $157 million, down 55% year-over-year; operating profit of approximately $59 million, down 78% YoY; and net profit of approximately $46.6 million, down 78% YoY. Dunamu attributed the decline mainly to the global economic slowdown and a decrease in trading volume in the virtual asset market. (Asian Economy)

Jump Crypto: Firedancer goes live on Solana mainnet, begins producing blocks

Odaily reports: Firedancer, the Solana validator client developed by Jump Crypto, is now officially running on the Solana mainnet and producing blocks.

Ritchie Patel, Firedancer's lead engineer, stated that over the past few months, the client has processed tens of millions of transactions, but the team is still adopting a phased deployment strategy with no plans for a large-scale public promotion. He mentioned that before completing all security audits, there would be higher risks if more than half of the validators in the network upgraded simultaneously.

Hyperliquid co-founder: Met with US policymakers to discuss entering the US market

Odaily reports: Jeff.hl posted on X, stating that during the advancement of the CLARITY Act, through the Hyperliquid Policy Center, they met with several US policymakers in Washington to discuss the regulatory path for introducing on-chain derivatives markets in the US. Part of the discussion focused on the global demand for on-chain trading as financial innovation, while another part explored the potential of on-chain markets based on DeFi principles. Jeff.hl said he would continue pushing forward related work in Washington, hoping to enter the US market and allow local users access to Hyperliquid.

Chainalysis traces THORChain attack source: Skilled money laundering capabilities, moved funds cross-chain for weeks before attack

Odaily reports: Chainalysis posted on X, stating that before the THORChain theft, wallets allegedly related to the attacker had been moving funds through Monero, Hyperliquid, and THORChain for weeks. Wallets associated with the attacker were funding positions on Hyperliquid via Monero privacy bridges as early as late April. The funds were then converted to USDC, moved to Arbitrum, bridged to Ethereum, and part of the ETH was subsequently moved to THORChain to stake RUNE as a new node, which is believed to be the source of the attack.