24H热门币种与要闻｜Polymarket上线永续合约Beta版；渣打维持长期看多ETH（5月29日）
- Quan điểm chính: Bài viết tổng hợp diễn biến thị trường của các đồng coin hot trên CEX và on-chain, sự mở rộng của Polymarket sang lĩnh vực phái sinh, việc Standard Chartered lạc quan về triển vọng dài hạn của ETH, việc Bộ trưởng Tài chính Mỹ loại trừ CBDC, cùng bình luận của nhiều chuyên gia trong ngành về sự phân hóa và điều chỉnh chu kỳ của thị trường vốn.
- Các yếu tố chính:
- Trong số các đồng coin hot trên CEX, XLM và ALLO dẫn đầu đà tăng, lần lượt tăng 19,53% và 73,74%; TRX và SUI giảm sâu nhất, lần lượt ở mức -4,29% và -2,93%.
- Nền tảng thị trường dự đoán Polymarket đã ra mắt phiên bản Beta của hợp đồng vĩnh viễn, dự kiến sẽ mở rộng dần trong bốn tuần tới, đánh dấu sự mở rộng từ thị trường dự đoán sang lĩnh vực giao dịch phái sinh tiền mã hóa.
- Standard Chartered vẫn lạc quan dài hạn về ETH, so sánh xu hướng của nó tương tự Amazon sau năm 2001, dự đoán đạt 4.000 USD vào cuối năm 2026 và tăng lên 40.000 USD vào năm 2030.
- Bộ trưởng Tài chính Mỹ Bessent tuyên bố rõ ràng "sẽ không có CBDC" và loại trừ nó khỏi các cân nhắc; trong khi đó, Tây Ban Nha tạm thời phong tỏa Polymarket và Kalshi vì chưa có giấy phép cờ bạc.
- Grayscale đã nộp hồ sơ sửa đổi cho quỹ ETF Hyperliquid, dự kiến đưa vào khoảng 2 triệu HYPE (khoảng 113 triệu USD) làm vốn hạt giống, cho thấy sự quan tâm của tổ chức đối với tài sản này.
- Arthur Hayes chỉ ra rằng, hiện tại thị trường toàn cầu chỉ có cổ phiếu AI và một số ít đồng coin tiền mã hóa tăng điểm, nguyên nhân bao gồm việc các ông lớn AI chiếm dụng tín dụng và chính phủ ưu tiên hỗ trợ AI, dẫn đến các mảng khác yếu đi.
- CEO của VanEck lạc quan dài hạn về Bitcoin, nhưng cảnh báo năm 2026 là năm điều chỉnh của chu kỳ halving, hiện tại thiếu chất xúc tác thúc đẩy giá tăng mạnh.
1. CEX Hot Coins
CEX Top 10 by Trading Volume & 24h Change:
- BTC: - 0.94%
- ETH: - 0.55%
- SOL: - 0.31%
- XRP: + 0.64%
- XLM: + 19.53%
- BNB: - 1.45%
- TRX: - 4.29%
- ZEC: + 3.41%
- DOGE: - 0.84%
- SUI: - 2.93%
24h Gainers (Data source: OKX):
- ALLO: + 73.74%
- XLM: + 19.53%
- DEGEN: + 18.87%
- XPL: + 13.53%
- BAT: + 13.48%
- ALGO: + 10.99%
- OMI: + 10.03%
- IOTA: + 8.29%
- SRHARA: + 7.85%
- HYPE: + 7.08%
24h Crypto Stock Gainers (Data source: msx.com):
- UMAC.M: + 73.61%
- DELL.M: + 44.43%
- SNOW.M: + 37.49%
- AVEX.M: + 32.20%
- ONDS.M: + 26.30%
- BRUN.M: + 23.89%
- SWMR.M: + 23.29%
- AVAV.M: + 22.94%
- KTOS.M: + 20.42%
- MX.M: + 19.83%
2. On-chain Hot Memes (Data source: GMGN):
- Solana: 250, PAYNE
- BNB: Light Source, Since We're All Here
Headlines
Polymarket Launches Perpetual Contract Beta, Gradually Opening Access Over Next 4 Weeks
Prediction market platform Polymarket disclosed that the Beta version of its perpetual contract product has been opened for testing to some users, and will gradually expand access over the next four weeks.
Analysts believe this launch signifies Polymarket's expansion from prediction markets into the crypto derivatives trading sector, continuously broadening the platform's trading scenarios and user coverage. The official announcement did not disclose the specific trading pairs or functional details supported by the perpetual contract product.
Geoffrey Kendrick, Head of Digital Assets Research at Standard Chartered Bank, stated that Ethereum's current trajectory resembles Amazon's post-2001 dot-com bubble burst. The price decline does not indicate a deterioration of fundamentals; instead, there may be a "mispricing between stock price and intrinsic metrics."
Kendrick cited Amazon founder Jeff Bezos' view that market prices and company fundamentals can diverge for extended periods, but will eventually revert to the value track. Although Ethereum's current price is about 57% lower than its 2025 high, core metrics such as on-chain transaction volume and Total Value Locked (TVL) remain near historical highs. Therefore, Standard Chartered maintains its long-term bullish view on ETH, forecasting the price could reach $4,000 by the end of 2026 and $40,000 by 2030.
US Vice President Vance: US and Iran Have Not Yet Reached an Agreement, But Are Close to the Goal
US Vice President Vance told reporters that the US and Iran have not yet reached an agreement, but both sides are close to the goal. The US currently has the capability to significantly delay Iran's nuclear program. Earlier, sources said the US and Iran reached an agreement on Thursday to extend the ceasefire and lift shipping restrictions in the Strait of Hormuz, pending approval from US President Donald Trump.
Vance stated that there are still several sticking points in the negotiations with Iran, involving Iran's enriched uranium stockpile and enrichment activities. The two sides are repeatedly negotiating specific wording details. The signing time and whether the Memorandum of Understanding will be signed remain undetermined.
Industry Highlights
US Treasury Secretary: No Central Bank Digital Currency, It Has Been Ruled Out
Bitcoin News posted on X platform, quoting US Treasury Secretary Bessent, "There will be no central bank digital currency; we have ruled it out."
Bloomberg ETF analyst James Seyffart posted on X that Grayscale has submitted the fourth amended filing for the Hyperliquid ETF, getting closer to launch. Fee information has not yet been disclosed. The latest amendment shows that Hyper Holdings Global LP plans to provide approximately 2 million HYPE tokens as seed capital investment, valued at approximately $113 million at current prices.
United Texas Bank Receives OCC Charter Upgrade, Will Offer Dollar Settlement Services for Crypto
United Texas Bank announced it has received approval from the US Office of the Comptroller of the Currency (OCC) to convert its state bank charter to a national bank charter. This allows direct access to the Federal Reserve payment systems (ACH and Wire) while maintaining FDIC insurance coverage. This will provide more stable USD banking channels for crypto exchanges, OTC trading desks, and stablecoin-related businesses, addressing dollar settlement and liquidity issues in the crypto market.
SEC Commissioner Hester Peirce stated during a "Regulatory PETshop" event speech that Privacy-Enhancing Technologies (PETs) are crucial for the digital finance era, and regulators should not base technological development on expanding surveillance infrastructure.
Spain Temporarily Blocks Polymarket and Kalshi, Investigation May Last Several Months
The General Directorate for the Regulation of Gambling (DGOJ) under Spain's Ministry of Consumer Affairs has ordered internet service providers to temporarily block prediction market platforms Polymarket and Kalshi.
Regulators believe that the two platforms are offering prediction trading products based on future events to local users without obtaining a Spanish gambling license, potentially violating local gambling laws. Spain stated that unlicensed platforms lack necessary consumer protection measures such as identity verification, minor protection mechanisms, and self-limitation tools.
Project Highlights
Sui Mainnet Activity Restored After Outage Due to v1.72 Gas Fee Logic Crash Bug
Sui mainnet activity has now been restored. The network experienced an outage earlier due to a crash bug in the gas fee logic introduced in version 1.72.
Morpho Releases Midnight Whitepaper, Introduces Fixed-Rate Term Lending Non-Custodial Protocol
Morpho posted on X announcing the release of the Morpho Midnight whitepaper, unveiling a new non-custodial protocol specifically designed for fixed-rate, fixed-term credit markets. The complete Midnight codebase has also been open-sourced, accessible directly via GitHub.
YZi Labs Launches Creator Program Network
YZi Labs announced the launch of the YZi Labs Creator Program, a creator network covering Web3, AI, and cutting-edge technology fields. Selected creators will directly access the distribution resources of YZi Labs' over 300 portfolio companies, connecting content with projects.
edgeX V2 has officially launched. This V2 is a comprehensive reconstruction based on the EDGE Chain, featuring systematic upgrades in security, performance, transparency, and scalability. On the product front, edgeX V2 supports 7x24 hour trading of various derivatives including US stocks, Korean stocks, and commodities. To date, the platform has listed 40 trading pairs including stocks and commodities, and added new features like independent margin mode and TWAP advanced trading functions.
Funding
Hypernova Raises $3 Million in Pre-Seed Funding Led by Lemniscap
Hypernova announced the completion of a $3 million pre-seed funding round, led by Lemniscap, with participation from Very Early Ventures, CMS Holdings, Pivot Global, and multiple Hyperliquid ecosystem angel investors.
AI Infrastructure Company Modiqo Raises $3 Million in Pre-Seed Funding Led by Heavybit and Others
AI infrastructure company Modiqo announced the completion of a $3 million Pre-Seed funding round, co-led by Heavybit and Seligman Ventures, with participation from Irregular Expressions and multiple angel investors. Modiqo aims to solve the core problems of AI Agents in production environments: "instability, poor reproducibility, and high cost." The company points out that current AI systems perform well on first run but are prone to failure during model updates, API changes, etc., forcing enterprises to continuously rebuild workflows, leading to cost and efficiency issues.
AI financial data infrastructure company Daloopa announced the completion of a $47 million Series C funding round, led by Brighton Park Capital, with participation from Squarepoint Capital, Touring Capital, and Nexus Venture Partners. The funding will be used to accelerate platform expansion and expand engineering, product, and marketing teams.
People & Voices
Arthur Hayes stated on a podcast on May 22 that currently, only AI stocks are rising in global capital markets, with other sectors generally weakening. Hayes attributed this to factors including shrinking demand due to consumer unemployment, AI giants consuming available global credit, and governments prioritizing AI capital expenditure as the highest priority, squeezing financing space for other industries. Hayes also noted that this is not a broad bull market; only a few tokens are strengthening in the crypto market, making it a difficult time for most people.
Liquid Capital founder Yi Lihua posted on X, stating that in the previous cycle, he "got it right eight times and wrong once," but the single mistake came at a significant cost. However, related losses were mainly from previous profit drawdowns. Yi Lihua said that after the current rebound ends, he will fully prepare to bottom fish in the next bull run, while also dedicating more than half of his time and energy to AI stocks and AI investment research, adding, "Optimists always choose to believe in trends. Only by believing can you avoid panicking at crypto lows and AI highs."
VanEck CEO: Long-term Bullish on Bitcoin, But Warns 2026 is a Correction Year in the Halving Cycle
VanEck CEO Jan Van Eck stated that he remains long-term bullish on Bitcoin, but 2026 has historically been a down year within the four-year halving cycle. He noted that institutional adoption remains largely unchanged, and there is currently a lack of catalysts to significantly drive Bitcoin's price higher.
