24H熱門幣種與要聞｜Polymarket擬要求交易者進行KYC；FTX公佈下一輪賠付時間表（5月28日）

1. CEX Popular Tokens

CEX Trading Volume Top 10 and 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 from 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 Equity Top Gainers (Data from 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. Popular On-Chain Memes (Data from GMGN):

• Solana: GOSLINGS, GOLD
• BNB: 來都來了, corla

Headlines

Polymarket Plans to Require KYC for Traders Amid Rising Sanctions and Legal Risks

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

Although Polymarket's rules in some regions do not permit related betting activities, some users still participate in market trading through automated trading bots, creating gray usage channels in areas like Russia. Some developers even use tools like Telegram to organize trading flow and expand their user base. As the platform scales and regulatory scrutiny intensifies, Polymarket is being forced to seek a balance between decentralized prediction markets and compliance requirements to address potential sanctions and legal risks.

FTX Announces Next Repayment Schedule, Distribution to Begin July 31

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

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

Trump Warns Ally Oman: "They'll Be Bombed" If They Don't Behave

US President Donald Trump commented Wednesday on reports regarding a joint Iran-Oman control of the Strait of Hormuz, stating Oman "will behave" and rejecting any such mechanism, "or else we're going to have to bomb them." Iranian authorities proposed cooperating with Omani authorities to manage and regulate maritime traffic in the strait between the two countries. Meanwhile, Iran had considered establishing a joint fee-collection mechanism with Oman, a proposal opposed by the US. Reacting to this proposal, Trump told reporters after a cabinet meeting: "Nobody is going to control the Strait. The strait is going to be open to everybody," adding that the US would "watch it very closely." Trump added, "Oman is going to behave like other countries, or else we're going to have to bomb them. They understand that, so it's going to be fine."

Doge Designer: Musk and His Companies Have No Affiliation with Any Cryptocurrency or Exchange

DogeDesigner reminded users on platform X that Elon Musk and his affiliated companies have no connection with any cryptocurrency or exchange. He stated 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 Court to Study Adjudication Rules for New Types of Cases like Virtual Currencies

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

Additionally, he mentioned that regarding new business forms in the digital economy, the Supreme Court will study and formulate normative documents on judicial protection for AI-related cases and data property rights, and improve adjudication rules on data ownership, data transactions, and AI-generated content.

SEC Chairman: Will Provide Much-Needed Clarity for the Digital Asset Market

SEC Chairman Paul Atkins stated on platform X 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. Under President Trump's leadership, the SEC is working with the Executive Branch and Congress to provide much-needed clarity for the digital asset market.

Hong Kong Monetary Authority Requires Banks to Complete Account Screening for Suspected Falsified Documents Dating Back to Jan 2023 Within 3 Months

The Hong Kong Monetary Authority (HKMA) has required banks to initiate account checks on investment accounts opened by mainland Chinese users, focusing on identifying and closing accounts opened with falsified documents and cleaning up dormant accounts. The scope of the screening for accounts opened with falsified documents will trace back to accounts opened from January 2023 onwards. The screening must be completed within three months, and problematic accounts must be closed within six months following completion.

The screening and cleanup of "dormant accounts" will also commence within the next three months. Banks must identify accounts held by mainland investors with zero balance and no transaction activity throughout the preceding year up to May 22, 2026. They must re-confirm the KYC (Know Your Customer) information with these clients and require them to make a series of declarations according to the new regulations for opening investment accounts. If this process cannot be completed, the accounts will be closed within six months.

Project News

Pump Transfers Another $8.32M in SOL to Kraken, Total Fee Income Sold Reaches $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 stated that since Pump resumed transferring fee income to exchanges 10 days ago, it has been continuously moving SOL. Data shows that from the beginning of 2024 until now, Pump has sold approximately 4.54 million SOL in fee income, with a total value of approximately $791 million. The average selling price was around $174.

OpenSea Launches Ethereum Open Standard ERC-8257 for AI Agent Tool Registration

OpenSea 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 use this standard to register tools on-chain, declare access rules and pricing. It also supports AI agents in autonomously discovering, purchasing access rights, and calling related tools without human intervention.

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

The Resolv Foundation announced a comprehensive recovery plan for the USR security incident on March 22. The incident led to the circulation of illegally minted USR tokens in the market, after which the protocol was suspended and entered recovery mode.

Under the recovery framework, USR acts as the priority layer asset, while RLP serves as the junior layer absorbing 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 for USDC at a ratio of 1:0.5.

Funding Rounds

AI Coding Company Cognition Raises $1 Billion, Led by Lux Capital and Others

AI coding startup Cognition announced it has raised $1 billion in funding at a valuation of $26 billion. 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 noted that this funding round further reflects sustained capital enthusiasm for the "AI + software engineering automation" track.

OpenRouter Completes $113 Million Series B Funding Led by CapitalG

AI model aggregation platform OpenRouter, founded by OpenSea co-founder Alex Atallah, announced the completion of a $113 million Series B funding round. The round was led by CapitalG, the growth fund of Google's parent company Alphabet. Participants in this round included a16z, Menlo Ventures, Nvidia's NVentures, as well as ServiceNow, MongoDB, Snowflake, and Databricks. The company's valuation now exceeds $1 billion.

People & Voices

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

TD Cowen stated that President Trump's public support for the CFTC's jurisdictional stance on prediction markets is unlikely to change the legal debate surrounding event contracts. TD Cowen Managing Director Jaret Seiberg pointed out that this matter has entered federal court proceedings and cannot be decided by regulatory agencies or the executive branch. He still believes the Supreme Court will ultimately rule on whether Congress, in establishing event contracts, preempts state sports betting laws, and that states still have an advantage in this debate, with litigation possibly taking two or more years. Seiberg also noted that Trump's post was more about defending CFTC Chairman Selig following a New York Times investigation than a substantive policy change.

Vitalik: Shifting from Regular Blog Posts to Trying Sci-Fi on Decentralized Governance Themes

Ethereum co-founder Vitalik Buterin stated that he will no longer write regular blog posts and has decided to try writing science fiction stories on the topic of decentralized governance. According to the link he shared, he has completed the first and second chapters of this sci-fi novel.

10x Research: NAV Premium for Most Bitcoin Treasury Companies Has Significantly Compressed, Possibly Entering a Negative Premium Era

10x Research analyzed on platform X that as Bitcoin's volatility continues to decline, the NAV premium for most Bitcoin treasury companies has significantly compressed, with some even turning into substantial discounts. Losses for related investors are beginning to show.

Historically, Grayscale's GBTC saw a 47% discount in December 2022, when investors could almost buy Bitcoin through the product at an implied price of under $10,000. The market had mistakenly viewed traditional financial crypto-asset packaging products as "Bitcoin leverage tools," but these structures are more akin to option products: their implied value expands when volatility rises and compresses when volatility falls.

Tom Lee: Crypto Super Cycle is Coming, ETH Will Benefit from Tokenization and AI Agent Wave

Bitmine Chairman Tom Lee stated that he remains firmly optimistic that the crypto market is about to enter a new super cycle and believes Ethereum will be a core beneficiary asset.

Tom Lee pointed out that the two core drivers of this cycle are Wall Street-driven asset tokenization and the rapid development of AI Agents, stating that "the crypto market and Ethereum are set for a super cycle."