24H热门币种与要闻｜Polymarket拟要求交易者进行KYC；FTX公布下一轮赔付时间表（5月28日）

1. CEX Hot Coins

CEX Top 10 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 Meme Coins On-Chain (Data Source: GMGN):

• Solana: GOSLINGS, GOLD
• BNB: 来都来了, corla

Headlines

Polymarket Plans KYC for Traders Amid Rising Sanctions & Legal Pressure

Prediction market Polymarket is facing increased regulatory and sanctions compliance pressure. The platform is reportedly pushing for trader identity verification (KYC) to mitigate potential legal and compliance risks.

Although Polymarket's betting rules prohibit such activities in certain regions, some users still participate via automated trading bots, creating gray usage pathways in areas like Russia. Some developers even use tools like Telegram to organize trading traffic and expand their user base. As the platform scales and regulatory scrutiny intensifies, Polymarket is forced to seek a balance between a decentralized prediction market and compliance requirements, in order to address potential sanctions and legal risks.

FTX Announces Next Repayment Schedule, Distribution to Begin July 31

FTX has announced that the registration date for the next round of repayments is set for June 16, 2026, for users holding approved FTX claims and entitlements. Repayments are expected to commence on July 31, 2026.

Meanwhile, the next payment for preferred shareholders will also occur on July 31, with the same registration date of June 16. Holders of approved NFT customer entitlement claims can begin the NFT distribution process starting June 30, 2026.

Trump Warns Ally Oman: Behave or Get Bombed

US President Donald Trump commented Wednesday on reports regarding a joint Iran-Oman control of the Strait of Hormuz, stating that Oman will "behave" and reject any such mechanism, "otherwise we will have to bomb them." Iranian authorities had proposed cooperating with Oman to manage and regulate maritime traffic in the strait between the two countries. This proposal, which included a potential joint fee mechanism, faced opposition from the US. Speaking to reporters after a cabinet meeting, Trump said, "Nobody can control the Strait. The Strait will be open to everyone," and that the US would "watch it very closely." Trump added, "Oman will behave like other countries, or else we will bomb them. They understand that, so it will be fine."

Doge Designer: Musk and His Companies Have No Ties to Any Cryptocurrency or Exchange

DogeDesigner posted a reminder on X, stating that Elon Musk and his affiliated companies have no association with any cryptocurrency or exchange. He noted that Grok, SpaceXAI, Tesla, SpaceX, and Neuralink have not issued official tokens, and warned users to be wary of related scam projects.

Industry News

China's Supreme People's Court to Study Adjudication Rules for Virtual Currency and Other New-Type Cases

The State Council Information Office held a press conference on the "Starting the '15th Five-Year Plan' Strongly" series, detailing the progress of "Comprehensively Advancing the Rule of Law." Liu Guixiang, a full-time member of the Adjudication Committee and a second-grade Grand Justice of the Supreme People's Court, stated that the court will conduct in-depth research on adjudication rules for new-type cases involving virtual currencies and cross-border finance. It will also expedite the formulation of judicial interpretations for civil compensation related to insider trading and market manipulation, aiming to ensure the stable operation of capital markets and protect the legitimate rights and interests of small and medium-sized investors.

Additionally, regarding new business models in the digital economy, Liu said the Supreme People's Court will study and formulate normative documents on judicial protection for AI-related cases and data property rights, refining adjudication rules on data ownership, data transactions, and AI-generated content.

SEC Chair: To Provide Much-Needed Clarity for Digital Asset Markets

SEC Chair Paul Atkins posted on X, stating that for too long, the SEC has been disconnected from new technology and innovation, forcing entrepreneurs to move their businesses overseas. "That era is over," he said. Under President Trump, the SEC is working with the Executive Branch and Congress to provide much-needed clarity for the digital asset markets.

Hong Kong Monetary Authority Requires Banks to Complete Account Checks Dating Back to Jan 2023 for Fake Document Accounts Within 3 Months

The Hong Kong Monetary Authority (HKMA) has required banks to initiate account opening reviews for investment accounts opened by mainland Chinese users, focusing on identifying and closing accounts opened with fake documents, as well as cleaning up dormant accounts. The scope of the review for fake document accounts covers accounts opened from January 2023 onwards, with the review to be completed within 3 months, and problematic accounts to be closed within 6 months after completion.

The review and cleanup of "dormant 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 year prior to May 22, 2026. They must re-confirm KYC (Know Your Customer) information with the account holders and require them to make a series of declarations based on the new regulations for opening investment accounts. If these procedures cannot be completed, the accounts will be closed within 6 months.

Project News

Pump Transfers Another $8.32M in SOL to Kraken, Cumulative Fee Sales Reach $791M

According to monitoring by crypto analyst @EmberCN, Pump transferred another 100,628 SOL (worth approximately $8.32 million) to Kraken 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 from early 2024 to date, Pump has cumulatively sold approximately 4.54 million SOL in fee income, totaling about $791 million, at an average selling price of around $174.

OpenSea Launches Ethereum 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." According to the introduction, developers can register tools, declare access rules, and set pricing on-chain using this standard. It also supports AI agents in autonomously discovering, purchasing access permissions, and calling upon relevant tools without human intervention.

Resolv Announces Recovery Plan for USR Security Incident, RLP to Be Exchanged at 55% Reference Price

The Resolv Foundation has announced a comprehensive recovery plan for the USR security incident on March 22. The incident allowed illegally minted USR tokens to enter the market, leading to a protocol pause and entry into recovery mode.

Under the recovery framework, USR is treated as a senior layer asset, while RLP, as a junior layer, absorbs losses. USR/wstUSR held before the incident will be exchanged for USDC at a 1:1 ratio, while USR/wstUSR obtained after the incident will be exchanged at a 1:0.5 ratio for USDC.

Funding

AI Coding Company Cognition Secures $1 Billion in Funding, Led by Lux Capital and Others

AI coding startup Cognition has 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 Peter Thiel's Founders Fund. Cognition AI focuses on AI-driven software development tools and is considered a key player in the AI coding space. Market observers point out that this round further reflects capital's continued enthusiasm for the "AI + software engineering automation" track.

OpenRouter Completes $113M Series B Funding, Led by CapitalG

OpenRouter, an AI model aggregation platform founded by OpenSea co-founder Alex Atallah, has announced a $113 million Series B funding round led by CapitalG, the growth fund of Google parent company Alphabet. Participants in this round include a16z, Menlo Ventures, NVentures (NVIDIA's venture arm), as well as ServiceNow, MongoDB, Snowflake, and Databricks. The company's valuation has exceeded $1 billion.

People & Voices

TD Cowen: Trump's Support for CFTC Prediction Market Jurisdiction Unlikely to Change Legal Debate on Event Contracts

TD Cowen stated that President Trump's public support for the CFTC's jurisdiction over prediction markets is unlikely to alter the legal debate surrounding event contracts. Jaret Seiberg, Managing Director at TD Cowen, noted that the matter is now in federal court and cannot be decided by a regulatory agency or the executive branch. He maintains that the Supreme Court will ultimately decide whether Congress, in creating event contracts, preempts state sports betting laws, and that states still hold an advantage in this debate, with litigation possibly taking two more years or longer. Seiberg also noted that Trump's post was more about defending CFTC Chair Selig following a New York Times investigative report than a substantive policy change.

Vitalik: Moving from Regular Blog Posts to Experimenting with Sci-Fi on Decentralized Governance

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 story.

10x Research: NAV Premiums for Most Bitcoin Treasury Companies Significantly Compressed, May Enter Era of Negative Premiums

10x Research analyzed on X, pointing out that as Bitcoin volatility continues to decline, the NAV premiums of most bitcoin treasury companies have been significantly compressed, with some even turning into substantial discounts, and related investor losses are beginning to appear.

Historically, Grayscale's GBTC once traded at a 47% discount in December 2022, allowing investors to buy Bitcoin at an implied price below $10,000. The market had mistakenly viewed traditional financial crypto packaging products as "Bitcoin leverage tools," but these structures are more akin to options products: their implied value expands when volatility rises and contracts when volatility falls.

Tom Lee: Crypto Super Cycle Incoming, ETH to Benefit from Tokenization & AI Agent Wave

Tom Lee, Chairman of Bitmine, 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 noted that the two core drivers of this cycle are the asset tokenization push driven by Wall Street and the rapid development of AI Agents, adding that "the crypto market and Ethereum are set for a super cycle."