24H Hot Tokens and Headlines｜US and Israel May Resume Military Action Against Iran; Luo Yonghao Reportedly Made 30 Million Yuan from Crypto Trading (May 18)

Azuma

Odaily资深作者

@azuma_eth

2026-05-18 02:06

本文約6929字，閱讀全文需要約10分鐘

Iranian Military: If the US Initiates Military Action Again, It Will Face an "Offensive Response."

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Core Viewpoint: This article summarizes the global crypto market and macro-geopolitical dynamics, with key focuses including: the crypto market showing divergent trends, potential geopolitical conflict risks (US/Israel vs. Iran), and regulatory progress (advancement of the US CLARITY Act) becoming key variables affecting market sentiment.
Key Elements:
1. Divergent Crypto Market Trends: Among the top 10 CEX trading volumes, ZEC (+4.91%) and TON (+4.12%) recorded gains, while ETH fell -2.64%; in the 24-hour top gainers list, SPACE (+16.58%) and VINE (+15.7%) performed prominently.
2. Soaring Geopolitical Risks: Sources indicate the US and Israel may resume military operations against Iran as early as next week; the Pentagon has made preparations, and Trump warned Iran that "time is running out," increasing market uncertainty.
3. CLARITY Act Advances: The Senate Banking Committee has passed the bill. Galaxy's Head of Research estimates it could be signed into law by the President as early as August, potentially bringing a clear regulatory framework to the US digital asset market.
4. Divergent Moves by Institutions and Sovereign Funds: Abu Dhabi's sovereign wealth fund Mubadala increased its IBIT holdings to nearly $660 million; Harvard University liquidated its Ethereum ETF holdings and reduced its IBIT position.
5. Firedancer Goes Live on Solana Mainnet: The validator client Firedancer, developed by Jump Crypto, has started producing blocks on the Solana mainnet, but its deployment strategy is cautious, emphasizing the need to complete security audits.

1. CEX Hot Coins

CEX Top 10 by Trading Volume & 24h Change:

BTC: - 1.16%
ETH: - 2.64%
SOL: - 1.13%
XRP: - 1.11%
ZEC: + 4.91%
DOGE: - 1.63%
BNB: -0.99%
SUI: - 1.02%
EDEN: + 30.51%
TON: + 4.12%

24H Gainers (Data Source: OKX):

SPACE： + 16.58%
VINE： + 15.7%
ROBO： + 12.89%
HYPE： + 10.53%
KAITO：+ 9.21%
KAIA： + 7.62%
ZEC： + 5.2%
TON： + 3.9%
LIT： +3.44%
BANAN：+ 2.44%

24H Crypto Stock Gainers (Data Source: msx.com):

ZSL：18.84%
CONI：16.75%
SOXS：13.3%
AFIG：11.51%
TSLQ：11.36%
SATL：11.11%
MSTZ：10.6%
NVDQ：8.86%
ETHD：8.22%
SIDU：8.2%

2. On-Chain Hot Memes (Data Source: GMGN):

ETH：AWF、sato
Solana：SPCTROLL、memecoins
BNB：He Zhao、14

Headlines

Sources: US and Israel May Resume Military Action Against Iran as Early as Next Week

Odaily News: US sources say the Pentagon is preparing to resume military action against Iran, with the US and Israel potentially restarting military strikes on Iran as early as next week. US sources indicate negotiations are currently at a standstill. Reports show that multiple US officials have revealed that if the US decides to resume military strikes on Iran, one option is more intense bombing of Iranian military and infrastructure targets; another is deploying special operations forces on the ground to seize Iran's nuclear materials. Hundreds of special operations personnel arrived in the Middle East in March. However, US officials acknowledge that this option carries significant risks. Furthermore, since the ceasefire in early April, the US has re-armed warships and warplanes in the region. (CCTV News)

Trump Discusses Restarting Military Strikes on Iran; Risk of Joint US-Israel Airstrikes Surges

Odaily News: Israeli media confirmed that Trump and Netanyahu spoke by phone, with the core topic being the restart of military strikes against Iran. Israeli officials said if the US acts, the two countries are expected to launch joint airstrikes. Trump warned Iran that "time is running out" and that failure to present a good plan would result in even more severe strikes.

Israel's public broadcaster, citing a senior Israeli official, reported that the phone call between Netanyahu and Trump lasted about half an hour, primarily discussing the possibility of restarting military strikes against Iran. The official stated that if the US resumes military action against Iran, the two countries are expected to launch joint airstrikes.

In a telephone interview with Axios, Trump said Iran's "time is running out" and warned that if the Iranian regime cannot present better terms for a deal, "they will face strikes far more severe than before." Two US officials said Trump is expected to convene his senior national security team in the Situation Room on Tuesday to discuss military options. (Jin Shi)

Iranian Military: Any New US Military Action Will Face "Aggressive Response"

Odaily News: According to Iranian media on the 17th, a senior spokesperson for Iran's Armed Forces responded to recent statements by US President Trump regarding Iran, warning the US not to initiate new military action against Iran. The spokesperson stated that any attempt to "save face for the US" by taking action against Iran again would result in a "more intense and heavier blow" for the US. The spokesperson also said that if the US carries out military threats or actions against Iran again, American military assets and forces in the region would face a "completely new, offensive, surprising, and storm-like response." (Xinhua News Agency)

Over 20% of Trump Administration Officials Hold Cryptocurrency; Trump Himself Holds at Least $51 Million

Odaily News: Nearly 70 senior officials and nominees in the Trump administration, representing over 20%, have held cryptocurrency or blockchain-related investments, with a minimum disclosed value of $193 million. Trump himself holds at least $51 million, while Vice President Vance and several cabinet members also hold multi-million dollar positions. The article also noted that several individuals from the tech and crypto industries have entered the Trump administration. The SEC has paused lawsuits and pushed forward a Bitcoin strategic reserve and stablecoin legislation. Critics expressed concerns about potential conflicts of interest and ethical issues.

Luo Yonghao Made 30 Million Yuan from Bitcoin Investment in 2018, Advised Employees: Focus on Work, Don't Trade Crypto

Odaily News: According to crypto KOL Ma Siqi's post on X platform, "Here's a fun fact: besides being both 'Northeast tutors' at New Oriental along with Li Xiaolai, one of the original Bitcoin OGs, and having frequent private interactions, Luo Yonghao made over 30 million RMB from Bitcoin investments back in 2018. That same year, he advised his company's young employees: focus on your work, don't trade crypto."

Industry News

SpaceX Shareholders Approve 1-for-5 Stock Split, Fair Value Adjusted to ~$105.32

Odaily News: According to sources familiar with the matter, the majority of SpaceX shareholders have approved the board's proposed 1-for-5 stock split. Shareholders were informed via email that following the split, the company's current fair value per share has been adjusted from $526.59 to approximately $105.32.

South Korean Prime Minister: One Day of Samsung Semiconductor Plant Shutdown Could Cost Up to 1 Trillion Won

Odaily News: Samsung Electronics and its South Korean union are set to resume wage negotiations on Monday with government mediators present, a move that could ease market concerns about a potentially disruptive strike at the tech giant. "A one-day shutdown of just Samsung Electronics' semiconductor plant is expected to cause direct losses of up to 1 trillion won (approximately $668 million)," said South Korean Prime Minister Kim Min-seok on Sunday after an emergency meeting with ministers. "More concerning is that a short halt in the semiconductor production line could take months to restore." Kim added that if materials must be discarded due to the strike, market concerns suggest economic losses could expand to as much as 100 trillion won. According to regulations, if the government deems a labor dispute likely to harm the economy or public welfare, the Minister of Employment and Labor can issue an emergency arbitration order. This order immediately prohibits industrial action for 30 days while the National Labor Relations Commission conducts mediation and arbitration. This measure is rarely used. (Jin Shi)

Bill and Melinda Gates Liquidate Entire Microsoft Stake, Valued Over $3.2 Billion

Odaily News: Bill and Melinda Gates have sold their entire stake in Microsoft, totaling 7.7 million shares valued at over $3.2 billion. (Cointelegraph)

Berkshire Hathaway Q1: Heavily Buys Alphabet, Initiates Delta Air Lines, Liquidates Amazon

Odaily News: According to Berkshire Hathaway's first-quarter holdings report (13F), Berkshire increased its holdings in Alphabet (GOOGL.O) and the New York Times in Q1, with an additional over 36 million shares of Alphabet acquired, raising its portfolio weight from 2.04% to 5.93%. It liquidated positions in Amazon (AMZN.O), Visa (V.N), Mastercard (MA.N), and UnitedHealth (UNH.N). It reduced holdings in Chevron (CVX.N) and Bank of America (BAC.N). Berkshire initiated a stake in Delta Air Lines (DAL.N), purchasing 39.8 million shares worth approximately $2.65 billion. Overall, Berkshire's US equity portfolio value stood at $26.3 billion at the end of Q1, compared to $27.4 billion in the previous quarter. It purchased approximately $16 billion in stocks and sold about $24 billion during the quarter, resulting in net sales of roughly $8.15 billion. The number of holdings dropped sharply from 42 to 29, indicating significantly increased concentration. (Jin Shi)

Bridgewater Associates Q1 US Equity Portfolio Valued at $22.4 Billion, Boosts Chip Stocks, Cuts Software Stocks

Odaily News: Bridgewater Associates, the world's largest hedge fund, filed its first-quarter US equity holdings report (13F) for the period ending March 31st. The report shows Bridgewater initiated stakes in 214 stocks, added to 292 stocks, liquidated 261 stocks, and reduced holdings in 487 stocks. It significantly increased holdings in chip stocks like Nvidia, Broadcom, and Micron Technology, liquidated enterprise software stocks like Salesforce and ServiceNow, and reduced its position in Adobe. As of the end of Q1, Bridgewater's US equity portfolio was valued at $22.4 billion, compared to $27.4 billion in the previous quarter. Specifically, Bridgewater added 827,800 shares of Nvidia, increasing its portfolio weight from 2.63% at the end of last year to 3.65%. It added 670,000 shares of Broadcom, raising the weight from 1.47% to 2.54%. It added 586,000 shares of Micron Technology, lifting the weight from 0.93% to 2.23%. Additionally, Bridgewater initiated a position in TSMC with 1.077 million shares, representing 1.62% of the portfolio at the end of Q1.

Harvard University Liquidates Ethereum ETF, Abu Dhabi Sovereign Wealth Fund Increases IBIT Holdings

Odaily News: Several sovereign wealth funds, universities, and traditional financial institutions have recently disclosed their 13F holdings reports for the first quarter of 2026.

Among them, the Abu Dhabi sovereign wealth fund Mubadala increased its holdings in BlackRock's iShares Bitcoin Trust ETF (IBIT) from 12.7023 million shares to 14.7219 million shares, adding over $90 million in value. Its total position value is now close to $660 million. Its subsidiary, the Abu Dhabi Investment Council (ADIC), maintained its unchanged position of 8.2187 million IBIT shares, valued at approximately $315.8 million.

Among university endowments, Harvard University's endowment fund holds 3.0446 million shares of IBIT, valued at approximately $117 million, a reduction of about 43% compared to the end of 2025. Simultaneously, Harvard has completely liquidated its position in BlackRock's spot Ethereum ETF, which it had initiated in the previous quarter valued at about $86.8 million.

Furthermore, Dartmouth College maintained its IBIT holdings unchanged and disclosed for the first time holding approximately 304,800 shares of Bitwise Solana Staking ETF, valued at about $3.67 million, making it one of the first university endowments to publicly allocate to a Solana-related ETF.

On the traditional financial institution side, institutions like the Royal Bank of Canada (RBC) and Barclays continued to increase or adjust their IBIT-related spot and options positions, while Hong Kong-based Laurore reduced its IBIT holdings from 8.7863 million shares to 6.8463 million shares. (The Block)

Abu Dhabi Sovereign Wealth Fund Mubadala Increases IBIT Holdings to Nearly $660 Million

Odaily News: The Abu Dhabi sovereign wealth fund Mubadala has increased its IBIT holdings to nearly $660 million worth of Bitcoin ETF shares. (Cointelegraph)

Project News

Upbit Operator Dunamu Q1 Operating Profit Down 78% YoY

Odaily News: Dunamu, the operator of Upbit, reported consolidated Q1 2026 revenue of approximately $157 million, down 55% year-over-year; operating profit of approximately $59 million, down 78% YoY; and net profit of approximately $46.6 million, down 78% YoY. Dunamu attributed the decline to the global economic slowdown and decreased trading volume in the virtual asset market. (Asian Economy)

Jump Crypto: Firedancer Goes Live on Solana Mainnet, Begins Producing Blocks

Odaily News: Firedancer, the Solana validator client developed by Jump Crypto, is now officially running on the Solana mainnet and has begun producing blocks.

Ritchie Patel, Firedancer's lead engineer, stated that the client has processed tens of millions of transactions over the past few months. However, the team is currently adopting a gradual deployment strategy and has no plans for a large-scale public rollout. He noted that until all security audits are complete, having over half of the network's validators upgrade simultaneously would pose significant risk.

Hyperliquid Co-founder: Met with US Policymakers to Explore Entry into US Market

Odaily News: Jeff.hl posted on X platform, stating that during the progress of the CLARITY Act, meetings were held in Washington with several US policymakers via the Hyperliquid Policy Center to discuss the regulatory pathway for introducing on-chain derivatives markets to the US. Some discussions covered the global demand for on-chain trading as financial innovation, while others explored on-chain market potential based on DeFi principles. Jeff.hl said work will continue in Washington, aiming to enter the US market and allow local users to access Hyperliquid.

Chainalysis Traces THORChain Attack Source: Sophisticated Money Laundering Capabilities, Cross-Chain Fund Movements Weeks Before Attack

Odaily News: Chainalysis posted on X platform, stating that before the THORChain theft, wallets allegedly linked to the attacker had been moving funds through Monero, Hyperliquid, and THORChain for weeks. A wallet associated with the attacker funded a Hyperliquid position via Monero and a privacy bridge as early as late April. The funds were subsequently converted to USDC, transferred to Arbitrum, then bridged to Ethereum. Some of the ETH was then sent to THORChain where it became newly added node collateral in RUNE, which is considered the source of the attack.