24H热门币种与要闻｜美伊谈判进展甚微；段永平Q1新建仓Circle（5月20日）

1. CEX Hot Coins

CEX Top 10 by Trading Volume & 24h Price Change:

• BTC: -0.56%
• ETH: -1.24%
• SOL: -1.7%
• XRP: -2.83%
• ZEC: +1.45%
• BNB: -1.05%
• DOGE: -2.23%
• SUI: -3.33%
• TRX: +0.14%
• TON: -1.44%

24h Top Gainers (Data source: OKX):

• PROMPT: +44.75%
• XCH: +19.87%
• LIT: +16.67%
• SD: +15.09%
• SAHARA: +11.84%
• OL: +7.48%
• ENJ: +7.31%
• ALGO: +5.97%
• JOE: +5.04%
• COMP: +4.04%

24h Top Gainers (Crypto-related Stocks) (Data source: msx.com):

• ALAB: 13.07%
• LPTH: 12.94%
• QNTM: 11.64%
• BKKT: 11.01%
• MXL: 10.34%
• CLSK: 9.82%
• CRDO: 9.06%
• NA: 8.54%
• ZSL: 8.57%
• AMC: 8.09%

2. On-chain Hot Meme (Data source: GMGN):

• ETH: sato, AWF
• Solana: DEGEN, Coinini
• BNB: CZmoon, 14

Headlines

Mediators Suggest Little Progress in US-Iran Talks; Iran Sticks to Core Demands

Odaily News: According to the Wall Street Journal, citing regional mediators and US officials familiar with the terms, Iran's negotiating position in talks to end the conflict with the US has not changed significantly compared to previous rounds that failed to make progress, raising doubts about finding an "exit" from the conflict. Mediators pointed out that Iran continues to insist on its core demands, including an end to hostilities, economic relief, war reparations, and a supervisory role in the strategic Strait of Hormuz. Additionally, there remains a clear divergence with the US over Washington's demand that Iran shut down or long-term suspend its nuclear program. Regional sources said the US and Israel have been preparing for another round of strikes against Iran within the coming days, with some even suggesting an attack could come as early as next week.

Trump: Agreed to Give Iran Another 2 to 3 Days

Odaily News: US President Donald Trump: I agreed to give Iran another 2 to 3 days, maybe until Friday or Saturday. Time is limited.

Iran Military Spokesman: Will 'Open New Fronts' If Attacked Again

Odaily News: According to Iranian sources on the 19th, an Iranian military spokesman stated that if the enemy "makes another wrong judgment" and attacks Iran again, Iran will respond by "opening new fronts with new tools and methods".

Iran Stock Exchange Resumes Trading After 80-Day Halt

Odaily News: On May 19th local time, according to the Islamic Republic of Iran Students News Agency, the Iran Stock Exchange resumed trading after an 80-day halt. The stock market had been closed since the outbreak of the US-Iran conflict on February 28th until May 18th, totaling 80 days.

Musk to Appeal Jury Verdict in Lawsuit Against OpenAI

Odaily News: Elon Musk: Will appeal the jury's verdict finding against him in his lawsuit against OpenAI.

Polymarket Partners with Nasdaq to Launch Prediction Market for Private Companies

Odaily News: Polymarket has partnered with Nasdaq to launch a prediction market for private companies. The new market will cover events such as private company valuations, IPO timelines, and secondary market activity milestones. Nasdaq Private Market will serve as the settlement data provider for Polymarket's private company prediction markets. (Reuters)

Duan Yongping Opened New Position in Circle in Q1, Worth $19.08 Million

Odaily News: A 13F filing with the SEC for investment account H&H International Investment, managed by Duan Yongping in the US, shows it held 19 securities as of March 31, 2026, with a portfolio value of approximately $20.004 billion. Duan Yongping reported opening a new position in Circle in the first quarter of 2026, holding 200,000 shares at an average price of $95.41, corresponding to a market value of $19.08 million at the time of the report, representing 0.1% of his portfolio.

Ethereum Foundation Sees at Least 8 Senior Departures in 2026

Odaily News: Ethereum Foundation researchers Julian Ma and Carl Beek have resigned. The organization has seen at least 8 senior personnel departures in 2026. (Cointelegraph)

Industry News

Samsung and Union Still Have Chance to Reach Agreement

Odaily News: Mediators stated that Samsung and the union have not yet agreed on one issue. Mediators said there is still an opportunity for Samsung and the union to reach an agreement. Mediators indicated that negotiations between Samsung and the union are expected to conclude by Wednesday morning.

Former OpenAI Co-founder Andrej Karpathy Joins Anthropic

Odaily News: Former OpenAI co-founder Andrej Karpathy has announced he is joining Anthropic. (xcancel)

X Platform Launches Creator Connect, Using AI for Real-time Creator Matching

Odaily News: Social media platform X, owned by Elon Musk, announced the launch of Creator Connect. This tool, based on artificial intelligence (AI), matches suitable content creators in real-time based on brand campaign goals and audience trends. It aims to achieve more precise content collaboration connections by analyzing creators' audience structure, content style, and real-time trends. (Cointelegraph)

Analyst: Retail BTC Inflows to Binance Hit All-Time Low, Average of Only 314 BTC Monthly

Odaily News: Analyst Darkfost posted on X platform, stating that the average monthly volume of BTC deposited to Binance by retail investors (addresses holding less than 1 BTC) has fallen to an all-time low, currently only 314 BTC. This metric was around 1800 BTC during the bear market phase of this cycle and around 1200 BTC during the first peak in March 2024. In comparison, the peak retail inflow in 2018 was 5400 BTC, and in 2021 it was 2600 BTC. In January 2024, this figure was still around 1000 BTC, representing a decline of over 3x in two years. Darkfost pointed out that retail participation continues to decline, with some investors potentially exiting the market or shifting to indirect holdings like spot BTC ETFs.

Bank of America Increases Strategy Stock Holdings to $664 Million, Now Holds 3.96 Million Shares

Odaily News: Bank of America disclosed an increase of 117,374 shares of Strategy stock, valued at $19.6 million. It now holds a total of 3.96 million shares of Strategy stock, with a total value of $664 million. (BitcoinTreasuries.NET)

Trump Family Bitcoin Mining Company American Bitcoin Holds Over 7,500 BTC

Odaily News: Donald Trump's son, Eric Trump, announced on X platform that American Bitcoin's current Bitcoin holdings have surpassed 7,500 BTC, ranking 15th among the world's largest publicly traded Bitcoin treasury companies. Additionally, the company currently has approximately 90,000 mining machines online, more than double the number since its Nasdaq listing. Eric Trump added that American Bitcoin achieved this growth in just 8 months and stated the next goal is to surpass Block in Bitcoin holdings.

Project News

Canaan Inc. Reports Q1 Revenue of $62.7 Million, Expects Q2 Revenue Between $35M and $45M

Odaily News: According to an announcement from Canaan Inc., the company reported Q1 2026 revenue of $62.7 million, in line with previous guidance, and a net loss of $88.7 million. As of March 31st, the company held 1,807.6 BTC and 3,951.53 ETH. Its total hashrate for co-mining projects reached 11 EH/s, producing 257 BTC in the quarter. During the same period, the company acquired a 49% stake in Cipher Mining's Texas ABC project, adding approximately 4.4 EH/s of operating capacity, and advanced the Nordic "Hashrate-to-Heat" project, planning to deploy 8MW of water-cooled mining rig infrastructure. Canaan expects Q2 2026 revenue to be between $35 million and $45 million.

Kelp: Key Progress in rsETH Recovery, Multiple DeFi Protocols Jointly Liquidate Attacker Positions

Odaily News: Kelp posted on X platform, stating that it has coordinated with multiple DeFi protocols to liquidate the attacker's positions, achieving key progress in the recovery of rsETH. This includes: Compound participated in coordination multiple times over the past four weeks, providing support of approximately 3,000 ETH, and jointly completed liquidation with Aave, recovering a total of approximately 17,426.20 rsETH. Euler Finance liquidated the attacker's position within its protocol and plans to return the excess ETH to the DeFi Ecosystem Fund.

Zcash Foundation Held $36.69 Million in Current Assets at End of Q1

Odaily News: The Zcash Foundation disclosed that as of the end of the first quarter, it held approximately $36.69 million in current assets, including about $21 million in ZEC, $12.6 million in cash and USDC, and small amounts of Bitcoin and ETH. Operating expenses for Q1 were approximately $817,000, with team compensation being the largest item. Overall, the Zcash Foundation's recent quarterly spending has remained below $1 million, reflecting a relatively conservative financial structure. This contrasts with large-scale incentive and marketing spending by some crypto foundations. For example, the Uniswap Foundation previously reserved over $100 million for grants and incentive programs, and the Polkadot Foundation has also faced criticism for high marketing spending.

Echo Protocol: Team Successfully Regains Admin Key Control, Destroys Remaining 955 eBTC Held by Attacker

Odaily News: Echo Protocol posted on X platform, stating it detected unauthorized activity involving eBTC on the Monad network, leading to unauthorized minting and related loss of funds. Investigation suggests the incident stemmed from a compromised admin key affecting the Monad deployment. Based on current findings, approximately $816,000 in funds on the Monad network were affected. The Monad network itself was not compromised and is operating normally. Since detecting the incident, Echo Protocol has been actively investigating potential cross-chain exposure, coordinating with ecosystem partners, and implementing additional preventative measures. The team has successfully regained control of the admin key and destroyed the remaining 955 eBTC held by the attacker. Previously, Echo Protocol confirmed a security incident on the Monad bridge, and cross-chain transactions were paused.

Lido: Swellchain to Shut Down on June 15th, Users Need to Withdraw wstETH Assets in Advance

Odaily News: Lido reminded users on X platform that as Swellchain is about to cease operations, users need to complete the withdrawal of wstETH on the chain before June 15, 2026. After this date, Swellchain will be permanently shut down, and any wstETH assets remaining on the chain may be unrecoverable. Lido urges users to migrate their assets as soon as possible to avoid potential losses.

Aster Launches Listing Vote Mechanism: First Vote Involves BTC and ETH Perpetual Contracts

Odaily News: Aster announced on X platform the launch of a new Listing Vote mechanism, enabling a permissionless listing process. According to the rules, any validator staking at least 20 million ASTER on the Aster Chain can submit a proposal to list a new asset. The proposal then goes to an on-chain vote, with the outcome determined by the weight of staked ASTER. The first proposals were submitted by UTechStables, involving BTC/U and ETH/U perpetual contract trading pairs. This round of voting will continue until 06:00 UTC on May 22nd.

Funding & Investment

Zerohash Seeking New Funding Round at Over $1.5 Billion Valuation

Odaily News: Zerohash is seeking a new funding round at a valuation exceeding $1.5 billion. Founded in 2017, the company provides APIs and embedded development tools for financial institutions and fintech companies. It operates in 190 countries, serving over 5 million users. Its clients include Morgan Stanley, Interactive Brokers, Stripe, BlackRock's BUIDL fund, Franklin Templeton, and DraftKings.

Hut 8 Invests $16 Million to Expand Water System for AI Data Center Support

Odaily News: Publicly traded company Hut 8 announced an agreement with West Feliciana Parish, Louisiana, to invest approximately $16 million to expand the local water system capacity to support the development of its River Bend AI Data Center campus. The investment includes constructing new water wells and approximately 8 miles of water supply main pipelines, expected to be donated to the parish upon completion in the second half of 2026. The first phase of the River Bend campus represents a multi-billion