24H熱門幣種與要聞｜Polymarket上線永續合約Beta版；渣打維持長期看多ETH（5月29日）
- 核心觀點：文章匯總了CEX與鏈上熱門幣種行情、Polymarket拓展衍生品、渣打看多ETH長期前景、美國財長排除CBDC，以及多位業界人士對資本市場分化和週期調整的評論。
- 關鍵要素：
- CEX熱門幣種中，XLM和ALLO領漲，漲幅分別為19.53%和73.74%；TRX和SUI跌幅居前，分別為-4.29%和-2.93%。
- 預測市場平台Polymarket已上線永續合約Beta版，計劃未來四周逐步開放，標誌其從預測市場向加密衍生品交易領域擴展。
- 渣打銀行維持長期看多ETH，類比其走勢類似2001年後的亞馬遜，預計2026年底達4000美元，2030年升至4萬美元。
- 美國財長貝森特明確表態「不會有央行數字貨幣」，將其排除在考慮之外；西班牙則臨時封禁Polymarket與Kalshi，因其未獲博彩許可。
- 灰度提交Hyperliquid ETF修訂文件，擬引入約200萬枚HYPE（約1.13億美元）作為種子資金，顯示機構對該資產的關注。
- Arthur Hayes指出，當前全球市場僅AI股票和少數加密幣種上漲，原因包括AI巨頭佔用信貸及政府優先支持AI，導致其他賽道走弱。
- VanEck CEO長期看好比特幣，但警告2026年為減半週期回調年，當前缺乏推動價格大幅上漲的催化劑。
1. Popular Tokens on CEX
CEX Top 10 by Trading Volume and 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 List (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 Tokenized Stock Gainers List (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. Popular On-Chain Meme Tokens (Data Source: GMGN):
- Solana: 250, PAYNE
- BNB: Light Source, We're All Here
Headlines
Prediction market platform Polymarket has disclosed that the Beta version of its perpetual contract product is now open for testing to a select group of users, with access to be gradually expanded over the next four weeks.
Analysts believe this launch signifies Polymarket's expansion from prediction markets into the realm of crypto derivatives trading, continuously extending the platform's trading scenarios and user coverage. The official team has not yet disclosed 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 that of Amazon after the 2001 dot-com bubble burst. The price decline does not necessarily reflect a deterioration in fundamentals; instead, there may be a "mispricing between the stock price and intrinsic metrics."
Kendrick, citing Amazon founder Jeff Bezos' view, noted that market prices and company fundamentals can diverge for extended periods but will ultimately return to a value track. Although the current price of ETH is down approximately 57% from its 2025 high, core metrics such as on-chain transaction volume and Total Value Locked (TVL) remain near all-time highs. Therefore, Standard Chartered maintains its long-term bullish view on ETH, predicting the price could reach $4,000 by the end of 2026 and $40,000 by 2030.
US Vice President Vance: No Deal Reached with Iran Yet, but Close to Objective
US Vice President Vance told reporters that the United States and Iran have not yet reached an agreement, but both sides are close to the objective. The US currently has the capability to significantly delay Iran's nuclear program. Previously, sources said that 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 several sticking points remain in the negotiations with Iran, concerning issues related to Iran's enriched uranium stockpile and enrichment activities. The two sides are in back-and-forth consultations over specific phrasing details, and the signing time of the memorandum of understanding and whether it will be signed remain uncertain.
Industry News
US Treasury Secretary: No Central Bank Digital Currency, It Has Been Ruled Out
Bitcoin News posted on X platform, quoting US Treasury Secretary Scott Bessent as saying, "There will be no central bank digital currency; we have ruled it out."
Bloomberg ETF analyst James Seyffart posted on X platform that Grayscale has filed the fourth amendment for the Hyperliquid ETF, moving closer to the official launch. Fee information has not yet been disclosed. The latest amendment shows that Hyper Holdings Global LP plans to contribute approximately 2 million HYPE tokens as seed capital investment, valued at around $113 million at current prices.
United Texas Bank has announced it 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 it to directly access 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 USD settlement and liquidity issues in the crypto market.
During a speech at the "Regulatory PETshop" event series, US SEC Commissioner Hester Peirce stated that Privacy-Enhancing Technologies (PETs) are crucial for the digital finance era, and regulators should not base the direction of technological development on expanding surveillance infrastructure.
Spain Temporarily Blocks Polymarket and Kalshi, Investigation Could Last Months
The General Directorate of Gambling Regulation (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, without obtaining a Spanish gambling license, offer prediction trading products based on the outcomes of future events to local users, potentially violating local gambling laws. Spanish authorities stated that unlicensed platforms lack necessary consumer protection measures such as identity verification, minor protection mechanisms, and self-exclusion tools.
Project News
Sui Mainnet Activity Restored After Outage Caused by Crash Bug in Version 1.72 Gas Fee Logic
Sui mainnet activity has now been restored after the network experienced an outage due to a crash bug in the gas fee logic introduced in version 1.72.
Morpho Releases Midnight Whitepaper, Launches Fixed-Rate, Fixed-Term Credit Non-Custodial Protocol
Morpho announced on X platform the release of the Morpho Midnight whitepaper, introducing a new non-custodial protocol specifically designed for fixed-rate, fixed-term credit markets. Additionally, the complete codebase for Midnight has been open-sourced and is accessible directly via GitHub for developers.
YZi Labs Launches Creator Network, Creator Program
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 gain direct access to the distribution resources of YZi Labs' portfolio of over 300 companies, connecting content with projects.
edgeX V2 has officially launched. This V2 version is a complete overhaul based on the EDGE Chain, featuring systematic upgrades in security, performance, transparency, and scalability. On the product side, edgeX V2 now supports 7x24 trading for a variety of derivatives including US stocks, Korean stocks, and commodities. To date, the platform has listed 40 trading pairs covering stocks and commodities, and has added advanced trading features such as an isolated margin mode and TWAP.
Investments & Fundraising
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 several Hyperliquid ecosystem angel investors.
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 several angel investors. Modiqo aims to solve the core problems of AI Agents in production environments, namely "instability, poor reproducibility, and high cost." The company points out that current AI systems perform well upon initial deployment but are prone to failure after model updates, API changes, etc., forcing enterprises to constantly 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 proceeds will be used to accelerate platform expansion and grow the engineering, product, and go-to-market teams.
People & Voices
Arthur Hayes stated on a podcast on May 22 that currently, only AI stocks are rising in global capital markets, while other sectors are broadly weak. Hayes attributed this to factors including shrinking demand due to consumer unemployment, AI giants consuming available global credit, and governments prioritizing AI capital expenditure, crowding out financing for other industries. Hayes also noted that this is not a broadly rising 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 platform, stating that in the previous cycle, he "made the right trade eight times and was wrong once," but the single mistake came at a significant cost. However, the related losses were mainly a pullback from previous profits. Yi Lihua said that after the current bounce concludes, he will fully prepare to bottom-fish the next market cycle. At the same time, he will devote 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 historically, 2026 is a down year within the four-year halving cycle. He noted that institutional adoption levels remain largely unchanged, and there is currently a lack of catalysts to drive a significant rally in Bitcoin.
