24H热门币种与要闻｜美伊协议文本进入最后润色阶段；SpaceX正式提交IPO申请（5月21日）

1. CEX Hot Tokens

CEX Top 10 by Trading Volume & 24h Change:

• BTC: +1.61%
• ETH: +1.67%
• ZEC: +17.56%
• SOL: +2.94%
• XRP: +1.81%
• BNB: +2.19%
• SUI: +8.1%
• EDEN: +54.01%
• ALT: +10.57%
• DOGE: +1.88%

24h Gainers (Data from OKX):

• JTO: +32.1%
• PROS: +19.89%
• 2Z: +19.73%
• LIT: +19.41%
• DASH: +18.77%
• HYPE: +18.43%
• ZEC: +17.37%
• AVNT: +14.58%
• ZEN: +13.79%
• NEIRO: +13.09%

24h Crypto-Equity Gainers (Data from msx.com):

• ORBS: 23.29%
• HIVE: 18.51%
• MX: 17.17%
• ARM: 16.42%
• ALAB: 16.19%
• APLD: 16.08%
• QUIK: 14.17%
• USAR: 13.3%
• FGNX: 11.88%
• AMC: 11.76%

2. Trending On-Chain Memes (Data from GMGN):

• ETH: sato, uPEG
• Solana: HENRY, SpaceX
• BNB: CMC, Hands-Behind-Back Opossum

Top News

Final touches underway on US-Iran agreement text, announcement expected within hours

Odaily News: Sources indicate parties are working diligently on finalizing the agreement text between Washington and Tehran. The Pakistani Army Chief of Staff may visit Iran tomorrow to announce the final version of the text. If the visit does not occur, the final version could be announced within hours. The next round of negotiations will be held in Islamabad after the Hajj season. Following the news, both US and Brent crude oil prices briefly dropped over $1, while spot gold surged nearly $30 to hit a high of $4,502.89 per ounce. (Jin Shi)

Iran Confirms Receiving US Proposal, Yet to Respond

Odaily News: According to Iran's Tasnim News Agency, the US has sent a new proposal to Iran in response to Tehran's 14-point proposal submitted three days ago. Iran is reviewing the proposal and has not yet responded. Pakistani mediators are attempting to bridge differences, but a final agreement has not been reached. (Jin Shi)

Trump Digital Assets Advisor: US Bitcoin Strategic Reserve Announcement Expected Within Weeks

Odaily News: Patrick Witt, Digital Assets Advisor to Donald Trump, stated that the Trump administration has cleared major legal hurdles, and the announcement of the Bitcoin Strategic Reserve is expected within the coming weeks.

The US government has arranged everything, legally securing and properly protecting these Bitcoins. The US government believes it should be part of the financial architecture, representing the strongest institutional endorsement. There is now a real opportunity to lead; many might say banks actually need this legislation more than the crypto industry. This will be the new architecture for the future financial system. If the US doesn't set the rules, it will have to follow others' rulebooks.

SpaceX Formally Files for IPO, Offering Size and Valuation Undisclosed

Odaily News: Elon Musk's SpaceX has unveiled plans for its largest-ever IPO, providing investors with comprehensive financial details of the company operating in rocket launches, satellite broadband, and AI. According to the prospectus filed Wednesday with the SEC, the company reported sales of $4.7 billion and an operating loss of $1.9 billion in the first three months of this year. Musk will hold 85.1% voting power post-IPO. The company also plans mining operations on near-Earth asteroids. The filing also reveals that Anthropic will pay SpaceX $1.25 billion per month until May 2029. While the offering size and proposed valuation remain undisclosed, media reports suggest SpaceX has discussed raising approximately $75 billion at a $1.75 trillion valuation. SpaceX will list on Nasdaq under the ticker SPCX. (Jin Shi)

Goldman Sachs and Morgan Stanley Handling OpenAI's IPO Filing, Submission Possible as Early as Friday

Odaily News: OpenAI has been working with investment banks to prepare for filing its Initial Public Offering in the coming days or weeks. Banks including Goldman Sachs and Morgan Stanley are assisting OpenAI in drafting the IPO prospectus. The company plans to file confidentially with regulators soon, potentially as early as this Friday. Sources indicate OpenAI aims to launch its public listing as early as September, though plans remain subject to change.

Earlier this week, OpenAI cleared a major hurdle in its IPO path by winning its legal dispute with co-founder Elon Musk, now CEO of a rival company. Musk has stated he plans to appeal the ruling. OpenAI still faces other challenges, most notably concerns over its ability to generate sufficient revenue to support its massive data center expenditure promises. (WSJ)

Anthropic Filing Discloses Q2 Revenue Forecast of $10.9 Billion, First Operating Profit Expected

Odaily News: The WSJ reports that Anthropic's revenue is expected to reach $10.9 billion in Q2, more than doubling from $4.8 billion in Q1, marking its first operating profit. Due to its massive computing needs, the company may not maintain profitability for the full year. Operating profit includes costs for training new models but excludes stock-based compensation.

Anthropic disclosed these figures to investors as part of an ongoing funding round that could push its valuation higher than OpenAI's.

Last summer, Anthropic shared financial data with investors indicating it might not achieve full-year profitability until at least 2028.

Earlier, the Financial Times reported that Anthropic is considering raising tens of billions of dollars this summer to fund a massive expansion of computational power. Insiders expect the new round's pre-money valuation to be around $900 billion, with a fundraising target of up to $50 billion, potentially closing within two months.

Industry News

Elon Musk: SpaceX Discussing Similar Computing Service Deals with Other Companies Like Anthropic

Odaily News: Elon Musk posted on X that, as demonstrated by the recent expanded partnership with Anthropic, SpaceX is offering "AI Compute as a Service" at a considerable scale.

SpaceX is also in discussions regarding similar collaborations with other companies. Over time, particularly following the gradual deployment of orbital data centers, SpaceX expects to serve AI on an immense scale.

Previously, Anthropic and SpaceX reached an agreement earlier this month for the former to use the full compute capacity of the latter's Colossus1 data center. This will provide over 300 megawatts of new compute power (equivalent to over 220,000 NVIDIA GPUs) to Anthropic within a month, directly improving the user experience for Claude Pro and Claude Max subscribers.

Samsung Signs Tentative Wage Agreement with Union

Odaily News: Market sources indicate Samsung has signed a tentative wage agreement with its union. Union leadership apologized for causing public concern and pledged to do its utmost to stabilize labor relations at Samsung. (Jin Shi)

Alibaba's Qwen Model Qwen3.7-Max Released

Odaily News: At the Alibaba Cloud Summit, the Qwen model Qwen3.7-Max was released. It features improvements in foundational model capabilities including language understanding and generation, logical reasoning and computation, knowledge base and common sense, and instruction following and alignment, supporting various Harness frameworks. (Jin Shi)

Truth Social Withdraws Three Crypto ETF Applications

Odaily News: Yorkville America, the asset management company behind Trump's Truth Social, announced the withdrawal of three previously filed crypto ETF applications with the SEC. These involved the Truth Social Bitcoin ETF, Bitcoin & Ethereum ETF, and Crypto Blue-Chip ETF.

The company stated it is transitioning from the Securities Act of 1933 framework to the Investment Company Act of 1940 framework to offer more innovative products with enhanced investor protection and tax advantages. It did not explicitly state whether it would proceed with crypto ETFs under the new framework. (cointelegraph)

Project Updates

Polymarket Files to List Sports Event Parlay Contracts in the US

Odaily News: Prediction market provider Polymarket submitted a self-certification filing to the Commodity Futures Trading Commission (CFTC) on Wednesday, seeking to list sports event parlay contracts (multi-condition prediction contracts) in the US. Polymarket stated these products combine two or more base sports event contracts. The contract settles at $1 only if all constituent sub-events occur; otherwise, it settles at zero. The filing indicates a listing date no earlier than May 21, 2026. Another filing requested the CFTC to keep related exhibits confidential due to trade secrets. (CoinDesk)

Copper Seeks Sale at ~$500 Million Valuation, Cantor Fitzgerald Assisting

Odaily News: Sources say crypto custody firm Copper is seeking to sell itself at a valuation of around $500 million. Investment bank Cantor Fitzgerald has been appointed to assist with the sale. Copper's core asset is the ClearLoop settlement system, which allows network participants to execute Delivery versus Payment (DVP) settlements within custody without moving assets on-chain, reducing settlement risk. Copper closed its corporate custody business in 2023 to focus on ClearLoop for institutional clients. Copper earlier considered an IPO, but the crypto IPO market has seen limited progress this year amid Bitcoin trading below $80,000 and AI attracting most capital. (CoinDesk)

HYPE Breaks $55, ~7% Away from All-Time High

Odaily News: OKX market data shows HYPE broke above $55, currently trading at $55.1, with a 24H gain of over 15%.

HYPE's all-time high is $59.5, meaning the current price is approximately 7.4% below its peak.

WLFI Treasury Company AI Financial Reports Q1 2026 Net Loss of $271.5 Million, Facing Going Concern Risk

Odaily News: AI Financial, the treasury company for WLFI, reported a net loss of $271.5 million in Q1 2026, compared to a $2.4 million loss in the same period last year. As of March 28, the company had a working capital deficit of approximately $5.5 million, with total liabilities of $391,000 and total assets of $322,000, raising substantial doubt about its ability to continue as a going concern within one year.

As the WLFI treasury company, AI Financial held 7.3 billion WLFI tokens as of March 28, valued at $703.4 million. This value has fallen by a third from over $1 billion at the end of last December, resulting in an unrealized loss of $348.3 million. The company's cost basis for acquiring these tokens was nearly $1.46 billion. Additionally, the company borrowed nearly $15 million from WLFI in January. Its stock closed down nearly 6.3% at $0.85 on Tuesday. (cointelegraph)

Lighter Completes L2 "Escape Mechanism" Verification, Users Can Withdraw Funds to Mainnet During Sequencer Failure

Odaily News: Lighter's official X account announced the completion of an "Escape Mechanism" verification conducted by third-party L2BEAT. This means that even if the sequencer on the L2 layer fails, users can permissionlessly withdraw funds from Lighter's L2 back to Ethereum. Lighter claims to be the first L2 Perp DEX to achieve this functionality.

Multiple Bankr User Wallets Drained, Exploit Involves Unauthorized Signature via Grok-Bankrbot Interaction

Odaily News: SlowMist's Cos monitoring detected that multiple Bankr user wallets have been drained. @bankrbot responded, stating the incident was a social engineering attack targeting the trust layer between automated agents, specifically involving an interaction between Grok and Bankrbot that led to unauthorized transaction signatures.

Fundraising

Mouro Capital Closes $400 Million Fund, to Invest in AI and Blockchain

Odaily News: Mouro Capital, the fintech venture capital fund backed by Santander, announced the first close of its third fund at $400 million. Limited partner is also Santander. The fund will prioritize investments in AI, blockchain, capital markets, and wealth management, targeting the deep intersection of financial services, AI, and enterprise software. Mouro Capital previously participated in funding DeFi platform M^ZERO. (Ventureburn)

Exa Labs Raises $250 Million in New Round Led by a16z

Odaily News: AI search startup Exa Labs has raised $250 million in a new funding round led by a16z, valuing the company at $2.2 billion post-money. The company focuses on building AI-era search engine infrastructure. Post-funding, its valuation has more than tripled from around $700 million last fall. Industry observers believe that with the acceleration of AI adoption, the traditional search industry landscape dominated by Google may be reshaped. (Bloomberg)

Fintech Company Mercury Raises $200 Million, a16z and Sequoia Capital Participate

Odaily News: Fintech company Mercury announced a $200 million funding round led by TCV, with participation from Sequoia Capital, Andreessen Horowitz (a16z), and Coatue Management.

Mercury provides banking services for startups. It currently serves over 300,000 customers and generates approximately $650 million in annualized revenue. The company stated that the recent AI startup boom has significantly driven demand for new company registrations and account openings, becoming a key growth driver.

Simultaneously, Mercury announced it has received conditional approval from the Office of the Comptroller of the Currency (OCC) to apply for a federal banking charter.