下周必關注｜美伊有望恢復談判；鮑威爾聯準會主席任期屆滿（5.11-5.17）
- 核心觀點：下週（5月11-17日）重點事件包括Circle發布Q1財報、美國四月CPI數據公布、美國參議院就CLARITY法案投票、鮑威爾聯準會主席任期屆滿，以及Ronin遷移至以太坊Layer2並大幅降低通膨率。
- 關鍵要素：
- Circle將於5月11日發布2026年Q1財報，並舉行電話會議。
- 美國5月12日公布四月CPI數據，是宏觀經濟關鍵指標；Ronin同日遷移至以太坊Layer2，通膨率從超過20%降至1%以下。
- Base網路5月13日上線獨立升級「Base Azul」，啟動多證明系統並提升吞吐量至5000 TPS。
- 美國參議院銀行委員會5月14日就CLARITY法案投票，該法案涉及穩定幣收益條款的折衷方案。
- 鮑威爾聯準會主席任期5月15日屆滿，但將以理事身份留任；沃什接任主席待參議院確認。
- 幣安USD1持幣補貼活動延長至5月15日，新增1500萬美元WLFI獎池；Dmail Network同日停運。
- 美伊擬敲定14點框架備忘錄，談判最快下週恢復，涉及伊朗核計畫等議題。
Key Highlights for Next Week
May 11
Circle will release its Q1 2026 earnings report on May 11;
May 12
The U.S. will release April CPI data on May 12;
May 14
The U.S. Senate Banking Committee will hold a markup hearing for the CLARITY Act on May 14;
May 15
Powell's term as Fed Chair ends on May 15, but he has stated he will remain as a Fed Governor;
Binance's USD1 holding reward campaign is extended to May 15;
Others (Specific Dates TBD)
A preview of more noteworthy industry events from May 11 to May 17 is as follows.
May 11
Circle will release its Q1 2026 earnings report on May 11
Odaily reports that Circle will release its Q1 2026 earnings report on May 11, with an earnings conference call scheduled for 20:00 that evening (Beijing time).
May 12
The U.S. will release April CPI data on May 12
Odaily reports that at 20:30 Beijing time on May 12, the U.S. will release its April CPI data.
Ronin will migrate to an Ethereum Layer 2 on May 12, with RON inflation rate dropping below 1%
Odaily reports that the gaming blockchain Ronin has announced it will migrate to an Ethereum Layer 2 on May 12, using the OP Stack for its underlying technology and EigenDA as the data availability layer. On-chain operations are expected to be paused for approximately 10 hours during the migration. The team recommends users unstake their RON tokens in advance or allow the system to handle it automatically after the migration completes.
Following this upgrade, the annual inflation rate of RON will drop from over 20% to below 1%. Additionally, treasury income will be supplemented by staking rewards, sequencer net revenue, and marketplace fee sources. Furthermore, Ronin has launched a "Proof of Allocation" incentive mechanism based on a "Builder Score," distributing RON rewards to ecosystem builders monthly.
May 13
Ethereum Foundation's EPF7 opens applications, with a deadline of May 13
Odaily reports that the Ethereum Foundation has announced that applications for the Ethereum Protocol Fellowship Cohort 7 (EPF7) are now open, with the application deadline set for May 13.
This program aims to cultivate engineers capable of participating in the development of Ethereum's core protocol. It focuses on the network's core attributes, including censorship resistance, open source, privacy, and security, with key areas involving client implementation, protocol specifications, testing, and cutting-edge research.
Base's independent network upgrade "Base Azul" is scheduled to launch on mainnet on May 13
Odaily reports that Base has announced its independent network upgrade, "Base Azul," will go live on mainnet on May 13, 2026. Azul has already been deployed on the testnet and aims to enhance security, performance, and developer experience. Key updates include:
1. Activation of a multi-proof system (combining TEE and ZK proofs) to advance Stage 2 decentralization, enabling withdrawals within as little as one day;
2. Consolidation into a single high-performance client stack (base-reth-node and base-consensus), reducing the number of empty blocks from approximately 200 per day to about 2, while sustaining burst throughput of 5000 TPS;
3. Alignment with the Ethereum Osaka execution layer specification.
May 14
The U.S. Senate Banking Committee will hold a markup hearing for the CLARITY Act on May 14
Odaily reports that the U.S. Senate Banking Committee has announced it will hold a markup hearing for the 2025 Digital Asset Market Transparency Act (Clarity Act) at 10:30 AM ET on May 14. The bill had previously stalled due to disputes over clauses related to stablecoin yields. Recently, Senators Thom Tillis and Angela Alsobrooks reached a compromise, proposing to prohibit providing yields on static stablecoin reserves while allowing rewards for active stablecoins.
Although industry groups like the American Bankers Association continue to express concerns and suggest amendments to the text, the committee's schedule indicates the legislative process will move forward. Additionally, Senator Kirsten Gillibrand has suggested adding an ethics clause to prohibit senior government officials from profiting from the crypto industry while regulating it.
Odaily reports that Carrot, a DeFi protocol on the Solana ecosystem, has announced it will shut down, citing severe operational impact from the Drift exploit incident.
May 14 is the deadline to withdraw remaining funds from Boost, Turbo, and CRT vaults. After this date, the system will begin to deleverage, reducing all leverage to zero to free up all liquidity for CRT redemptions.
May 15
Powell's term as Fed Chair ends on May 15, but he has stated he will remain as a Fed Governor
Odaily reports that Powell's term as Chair of the Federal Reserve ends on May 15, but he stated last week that he will continue to stay on as a Fed Governor until 2028.
Fed Governor Michelle Bowman told media on Friday that she hopes Powell's continued service "is just a transition period, and not part of any more sinister plan."
Meanwhile, Kevin Warsh's confirmation as the next Fed Chair is pending a Senate vote.
Odaily reports that Binance has officially posted on X that the USD1 holding reward pool campaign will be extended to 8:00 AM Beijing time on May 15. Eligible USD1 holders will share a prize pool worth $15 million in WLFI tokens, with rewards still distributed every Friday.
Dmail Network will begin a gradual shutdown on May 15; users should export their emails beforehand
Odaily reports that, according to an official announcement, the decentralized email project Dmail Network will begin a gradual shutdown of all services starting May 15, 2026. Users must export their email content and apply for account deletion before this date, after which all data will be completely deleted. Dmail stated that factors such as the high cost of decentralized infrastructure, the lack of a clear commercialization path, the absence of real-world use cases for its token, and the loss of core team members have prevented the project from achieving healthy and sustainable operations.
May 16
Odaily reports that US Treasury Secretary Scott Bessent stated that it is uncertain whether Fed Chair nominee Kevin Warsh will be confirmed before May 16.
May 17
None
Others (Specific Dates TBD)
Odaily reports, citing The Wall Street Journal, that sources say Iran and the U.S. are working through mediators to finalize a one-page Memorandum of Understanding containing 14 points. This memo would establish a framework for a month-long negotiation aimed at ending the conflict. These discussion points will form the core of the next round of talks, which could resume in Islamabad as early as next week. Sources also stated that Iran has expressed willingness to discuss its nuclear program, marking a softening of its previous stance. Unresolved issues remain, including the duration of Iran's suspension of uranium enrichment activities, whether highly enriched uranium will be shipped abroad, and Iran's insistence on retaining a permanent oversight role in the Strait of Hormuz. These are expected to complicate the final negotiations. Additionally, the timing and scope of sanctions relief could also be a stumbling block. Sources said that if talks make progress, the one-month negotiation period can be extended by mutual agreement. A spokesperson for Iran's Foreign Ministry stated that Iran is reviewing the U.S. proposal and will convey its position to the U.S. through Pakistani mediators after completing its assessment.
