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09:06
Svmuu reported that NVIDIA's Huang Renxun stated that Agentic AI is driving a new technological paradigm shift, which will expand the software industry into a $50 trillion real economy sector. Compared to generative AI from two years ago, the computing power required for Agentic AI has already increased by approximately 1,000%, as it needs to simultaneously perform understanding, reasoning, and execution tasks. This trend will continue to drive up demand for high-performance computing and data center infrastructure. (Fortune)
09:02
Svmuureports that Binance Alpha will list ShareX (SHARE) on May 8. Eligible users can go to the Alpha Events page after trading opens to claim the airdrop using their Binance Alpha Points. More details will be announced soon.
09:00
Svmuu reported that Blitzy, an AI coding company co-founded by former Nvidia architect Sid Pardeshi, has announced the completion of a $200 million funding round. Northzone led the round, with participation from Battery Ventures, Jump Capital, and crypto investment firm Morgan Creek Digital, among others. It is reported that the Blitzy platform can parse complex systems with over 100 million lines of code and execute development, testing, and verification tasks in parallel through thousands of AI agents. This model is seen as a significant application direction for Agentic AI in the development field. The new funds will be used to expand research and development as well as market outreach, focusing primarily on highly regulated industries such as finance. (Techfundingnews)
08:50
According to Gate data, Brent crude oil fell below $95 per barrel, down 5.43% intraday. WTI crude oil dipped to $91 per barrel, dropping 6.28% intraday. Spot silver rose above $81 per ounce for the first time since April 17, gaining 4.74% intraday.
08:45
Svmuu reported that Nasdaq-listed company Treasure Global announced plans to gradually deploy $100 million in capital to establish a digital asset treasury reserve with ETH at its core, with plans to expand the treasury to include additional digital assets in the future. The company stated that its digital asset treasury framework will serve as a long-term capital allocation tool, providing strategic exposure to the development of digital financial infrastructure without altering its core business operations. (Globenewswire)
08:45
Svmuureports that on-chain detective ZachXBT has announced a $10,000 bounty for evidence of market manipulation related to LAB. This includes insider information on market makers for LAB on Bitget spot, Bybit perpetual contracts, Binance perpetual contracts, and OKX perpetual contracts, such as contracts and chat records, as well as identity clues like the passport or identification documents of LAB founder vsadkovv. ZachXBT stated that these actions are further damaging the reputation of the crypto industry and that those involved should not be
08:38
Svmuu reports that investment bank TD Cowen on Thursday raised its price target for Strategy (MSTR) to $395 from $385, believing the market underestimates the capital efficiency of the company’s bitcoin accumulation strategy following its increased issuance of STRC perpetual preferred stock. Analysts Lance Vitanza and Jonnathan Navarrete indicated that the new target still implies over 110% upside from Strategy’s Wednesday closing price of $186.82.
The analysis notes that Strategy is gradually reducing common equity financing and increasingly relying on STRC perpetual preferred stock, which yields 11.5%, to fund bitcoin purchases. STRC is also a core component of Michael Saylor’s “42/42 plan,” which aims to raise $42 billion each through equity and fixed-income instruments over three years.
TD Cowen believes the market underestimates the effect of the STRC structure on boosting “BTC Yield,” a metric measuring the company’s growth in bitcoin holdings per fully diluted share. The report raised its BTC Yield forecast for Strategy’s fiscal 2026 to 18.2% from 16.7%, and for 2027 to 9.6% from 5.4%. Additionally, analysts argue that concerns about Strategy being a “perpetual dilution machine” are exaggerated. The company’s annual preferred stock dividend payments, currently around $1.5 billion, represent only about 2.2% of the value of its 818,334 BTC reserve.
In TD Cowen’s base case scenario, bitcoin is expected to reach $140,000 by the end of 2026. In a bull case, bitcoin could rise to $175,000, with Strategy potentially purchasing over $5 billion in bitcoin per quarter. (The Block)
08:34
Svmuu reported that the World Gold Council said global gold ETF inflows turned positive in April, attracting $6.6 billion, driving total assets under management up 1% to $615 billion. (Jin Shi)
08:33
Svmuu reported from Consensus Miami that executives from multiple Bitcoin treasury companies stated that "digital credit" collateralized by Bitcoin is rapidly expanding, with a long-term potential market size potentially reaching $3 trillion. Digital credit is a yield-generating financial instrument backed by Bitcoin, typically structured as perpetual preferred shares, allowing investors to earn returns while reducing the risk of BTC price volatility. This model was first initiated and promoted by Strategy, followed by companies like Strive entering the space.
Analysts estimate that the sector has already grown to approximately $10 billion in less than a year, calling it "the second fastest-growing product in the history of capital markets." The global credit market is roughly $300 trillion, and even if only 1% is penetrated by BTC credit products, it could generate around $3 trillion in demand — "a target that is not unrealistic." Currently, the number of Bitcoin treasury companies remains far below that of the traditional banking system. If BTC becomes a foundational global monetary asset, it could catalyze even larger-scale digital credit and financial system restructuring opportunities. (CoinDesk)
08:30
Svmuu reports that the number of initial jobless claims in the US for the week ending May 2 was 200,000, compared to an expected 205,000. The previous value was revised from 189,000 to 190,000. (Jin10)
08:27
According to Svmuu, crypto market analyst and founder of Into The Cryptoverse, Ben Cowen, stated that the crypto market is experiencing an "extinction event" for millions of altcoins, a process necessary for Bitcoin to enter a sustainable bull market cycle. He believes that the "shitcoin purge" has actually been underway since 2021, but a larger-scale clearance is still needed to restore a healthy market structure. Capital is continuously flowing from high-risk tokens to Bitcoin, with the rising BTC dominance rate serving as a clear signal.
Data shows that GeckoTerminal tracks over 25 million deployed tokens, with more than 11.6 million projects failing in 2025 alone, primarily due to the burst of the Meme coin bubble. CoinShares researcher Luke Nolan stated that the claim "95% of tokens are worthless" is reasonable.
Although Bitcoin has returned above $81,000, Ben Cowen remains cautious, believing that BTC is still in a bear market phase. He warns that if it fails to hold the key resistance level around $88,880, the price could correct to the $58,000-$62,000 range. Against the backdrop of delayed Fed rate cuts and ongoing geopolitical risks, the crypto market continues to face short-term pressure. "2026 is more likely to be a reset year rather than a year for reaching new highs." (CoinDesk)
08:24
Svmuu  News: Garrett Jin, representative of the "BTC OG Insider Whale," published an analytical article titled "A Painted Ceasefire," warning crypto traders not to be lulled by the surface-level market trends. While the market appears stable, underlying risks are continuously building. He pointed out that following Trump’s visit to China, the window for a US-Iran military conflict could reopen at any time. This current ceasefire is merely a delay in confrontation, not the beginning of favorable developments. Market sentiment is currently highly optimistic, with Saudi Arabia and Iran reaching a cooperation memorandum, impressive earnings reports from tech companies, rising South Korean stocks, and Bitcoin approaching the $82,000-$83,000 range. However, macro-level hidden dangers are gradually emerging: a liquidity drought in large corporate transactions, airline bankruptcies, banks provisioning for potential war losses in advance, and Berkshire Hathaway’s cash reserves hitting a new all-time high. Garrett Jin predicts that late May could be a key turning point. If tech giants continue to exceed performance expectations, the risk window may be delayed until the July earnings season. (Garrettsignal)
08:24
Svmuu News: Prediction market platform Kalshi has announced the completion of a new $1 billion funding round, led by Coatue Management, propelling the company’s valuation to $22 billion. Kalshi is a prediction market platform that allows users to trade on the outcomes of events such as sports, politics, and weather. Since the 2024 U.S. presidential election, the platform has seen significant user growth, gradually stepping into the mainstream financial market spotlight.
Data shows that Kalshi has approximately 2 million monthly active users, with an annualized trading volume reaching $178 billion. This volume has more than tripled over the past six months, resulting in an annualized revenue exceeding $1.5 billion.
This funding round is also the third round of financing Kalshi has completed in the past seven months, with the valuation nearly doubling each time. This reflects the continued heating up of the prediction market track among institutional capital, while also accompanied by regulatory lawsuits and controversies over "insider trading." (Source: The New York Times)
08:19
Svmuureports that Polymarket, four years after exiting the U.S. market, is attempting to re-establish its domestic business. It plans to re-enter the regulatory framework by acquiring a derivatives and futures exchange that already holds a U.S. license, and has appointed Justin Hertzberg to lead its U.S. operations.
However, the latest developments indicate that Polymarket's progress in the U.S. has fallen short of expectations, with its market share significantly trailing behind its main competitor, Kalshi. It is reported that Justin Hertzberg's role within the company leans more towards being a "nominal CEO," with his primary responsibilities focused on signing regulatory documents. The actual operational and expansion capabilities of the U.S. business are limited. Overall, Polymarket's re-entry process into the U.S. market still faces dual challenges on both the regulatory and execution fronts. (The Information)
08:17
Svmuu reported that Michael Saylor, founder of bitcoin treasury company Strategy, posted on platform X, stating that Strategy is converting digital capital Bitcoin into digital credit (STRC) and digital equity (MSTR), further emphasizing its Bitcoin-centric capital market strategy.
08:10
Svmuu reported that Coinbase has announced the upcoming listing of the KAIO perpetual contract (KAIO-PERP), subject to sufficient liquidity conditions and regional availability for such trading.
08:05
Svmuu reports: According to market sources, Kraken has acquired stablecoin infrastructure company Reap for $600 million.
08:03
SvmuuTether AI Research Group has released a new generation of medical AI model QVAC MedPsy, which is designed to run locally on low-power hardware such as smartphones and wearable devices, without relying on cloud servers. Simultaneously, it outperforms several larger state-of-the-art (SOTA) models across multiple medical benchmarks.
Official data shows that the 1.7 billion parameter version of QVAC MedPsy achieved an average score of 62.62 on seven closed-set medical benchmarks, surpassing Google's MedGemma-1.5-4B-it by 11.42 points, despite having fewer than half the parameters. In real-world clinical tests like HealthBench Hard, this model even outperformed MedGemma 27B, which has nearly 16 times more parameters.
Furthermore, the 4 billion parameter version achieved an average score of 70.54, surpassing several large models nearly 7 times its size in multiple medical reasoning evaluations. Tether stated that the model achieves "small model, high performance" through post-training medical reasoning optimization, reinforcement learning, and training on high-quality medical data.
Compared to traditional cloud-based AI architectures, QVAC MedPsy also significantly reduces inference costs. Its 4 billion parameter version generates approximately 909 tokens on average, far fewer than the 2953 tokens of comparable systems, enabling lower latency and lower computational costs. The model also offers a GGUF quantized version suitable for local deployment on mobile and edge devices.
Paolo Ardoino stated that the core goal of this model is to improve model efficiency, rather than simply increasing parameter scale, enabling medical AI to run directly on hospital local systems or terminal devices, thus avoiding uploading sensitive medical data to the cloud.
08:00
Svmuu reported that Agentic AI company Sahara AI has announced the development of an AI engineering agent for Motherson Group, a $20 billion industrial giant. Leveraging its dual capabilities in high-quality data services and multimodal agents, Sahara AI achieved up to 97% accuracy in production testing. It integrated Motherson's decades of accumulated engineering standards and 3D models into a unified intelligent knowledge base, and built a multimodal agent that can be embedded into design software to identify 3D parts in real-time, automatically compare them against standards, and provide modification suggestions. In the next phase, the two parties will jointly launch a fully autonomous agent capable of controlling design software through natural language commands.
07:59
Svmuu reported that Anthropic's implied valuation in the on-chain Pre-IPO market has instantly surged to $1.2 trillion (approximately RMB 8.7 trillion), officially surpassing OpenAI. Its current pre-IPO valuation is now about 20% higher than OpenAI's. If listed at this valuation, it would directly become the world's 11th largest publicly traded company by market cap, trailing only Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta, TSMC, Broadcom, Tesla, and Saudi Aramco. (Sina Finance)

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