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5/25
01:30
1. The United States and Iran have reached an agreement on the full reopening of the Strait of Hormuz;
2. Floating losses exceed $30 million, Loracle holds a $141 million position and has opened a new 3x short on VVV;
3. U.S. Secretary of State: The U.S. and Iran have "reliable solutions" on reopening the Strait and the Iran nuclear issue;
4. Data: StablR's EURR and USDR suffer losses exceeding $10 million after attack, over $100,000 in stolen funds frozen;
5. StablR: Security vulnerability identified and being actively addressed, details and remedial measures will be disclosed as soon as possible;
6. A whale unstaked 443,200 HYPE and sold 232,000 HYPE;
7. Bitcoin spot ETFs saw net outflows of $1.257 billion last week, with BlackRock's IBIT leading at $1.008 billion in net outflows;
8. Ethereum spot ETFs saw net outflows of $216 million last week, with BlackRock's ETHA leading at $189 million in net outflows.
01:26
Svmuu reports, according to Onchain Lens monitoring, a whale sold 151,570 HYPE at an average price of $61.63 over the past 24 hours, receiving $9.34 million, and also sold 130 BTC at an average price of $77,047, receiving $10 million.
01:15
Svmuu reported that US Secretary of State Marco Rubio stated there is currently a "fairly reliable" plan on the table, concerning the possibility of Iran "opening the Strait of Hormuz" and "conducting a substantive, significant, and time-limited negotiation on the Iran nuclear issue." On the same day, Rubio also said the US will do everything possible to achieve success through diplomatic means, noting that Washington "prefers to reach a good agreement." At the same time, he stated that the US will either "reach a good agreement with Iran" or "find another way" to deal with Iran. (CCTV)
01:11
Svmuureports that XRPL developer Wietse Wind has issued a latest security warning to the XRP community, stating that fraudulent activities targeting Xaman Wallet users are on the rise. According to him, scammers are currently promoting fake desktop wallet applications and counterfeit airdrop events to trick users into connecting their wallets or downloading malicious programs, thereby stealing funds. Wietse Wind reminds users not to connect their wallets to suspicious websites or download any unofficial applications to avoid asset losses. (BSCNews)
01:00
Hong Kong Financial Secretary Paul Chan published a "Secretary's Essay" stating that making good use of blockchain and artificial intelligence technology is an inevitable trend in future financial development, yet it also brings real governance challenges, such as criminals and terrorists attempting to exploit regulatory differences between jurisdictions for money laundering and fundraising activities. Hong Kong's principles, practices, and experiences in digital asset development and regulation are ahead of Europe. There is significant room for cooperation and mutual learning, which can not only promote the healthy development of the industry but also contribute to global governance.
00:48
Svmuu reported that crypto payment company MoonPay has announced the launch of a dedicated application for ChatGPT. Users can now directly purchase crypto assets including Bitcoin, XRP, Solana, and USD Coin within OpenAI's ChatGPT.
MoonPay stated that users only need to inquire about relevant cryptocurrencies and express a purchase intention within ChatGPT. The system will automatically generate a MoonPay checkout link, after which users can be redirected to the MoonPay page to complete KYC verification and wallet binding. Users who have already completed KYC can make purchases directly using their existing accounts and payment methods.
Currently, MoonPay has joined several other crypto-related services within the ChatGPT application ecosystem, including Kraken, OKX, and others. Unlike other applications that primarily provide on-chain data queries, MoonPay focuses more on cryptocurrency purchasing and user education.
Additionally, MoonPay recently acquired AI trading startup Dawn Labs, launched Dawn CLI which enables executing prediction market strategies through natural language, and introduced the MoonAgents Card supporting AI Agents to spend stablecoins, continuously intensifying its integration of AI and crypto payments. (Decrypt)
00:42
Svmuu reported that Jihan Wu posted on platform X, stating that Europe's current solar energy problem is no longer just about increasing power generation, but about a lack of sufficient flexible electricity demand to absorb excess energy. Citing the latest analysis from energy research firm Pexapark, he noted that the phenomenon of solar "cannibalization" in Europe is rapidly deteriorating:
1. France's solar capture factor for April 2026 dropped year-on-year from approximately 0.42 to 0.10, a decline of about 75%, with nearly half of solar generation occurring during periods of negative electricity prices.
2. Germany recorded 123 hours of negative electricity prices in April, a 65% increase year-on-year, with approximately 46.8% of solar generation falling into negative price territory.
3. Spain's problem is no longer confined to summer. In February 2026, the solar capture factor plummeted from about 0.71 in the same period last year to 0.18, while the duration of negative electricity prices surged from 0 hours to 148 hours.
Jihan Wu pointed out that this indicates the pace of solar deployment in Europe has outstripped the speed of grid flexibility infrastructure development. He argued that besides energy storage, grid expansion, and demand response, Europe should also pay attention to interruptible loads, including Bitcoin mining and other computing loads. Such loads can be activated when electricity is abundant and shut down when the grid is under stress, thereby acting as the "buyer of last resort" for surplus renewable energy. This would help reduce curtailment, improve the economics of solar projects, and enhance the profitability and financial viability of investments in power generation and grid infrastructure.
00:15
According to Onchain Lens monitoring, Loracle (0x8de...dae) has opened a new 3x VVV short position, which is currently its only profitable position. It currently holds positions in HYPE, BTC, LIT, XYZ100, and TSLA, along with a very small TON short position. The total value of these positions is $141 million, with unrealized losses exceeding $30 million.
00:12
Svmuureports that prediction market platform Kalshi has announced support for the establishment of a new prediction market lobbying organization, Americans for Fair Markets, and has appointed Taylor Budowich, former White House Deputy Chief of Staff under the Trump administration, as a strategic advisor. The organization will confront the sports betting and casino industries, which it alleges are "trying to maintain their monopoly and spread misinformation about prediction markets to policymakers."
According to reports, Americans for Fair Markets will push for federal-level regulatory policy for prediction markets and launch paid advocacy campaigns to counter what it calls "false narratives" about the industry. The organization will also join a broader industry lobbying camp, including the Coalition for Prediction Markets, which was founded in December 2025 with support from Coinbase, Crypto.com, and Robinhood.
On the same day, the U.S. House of Representatives launched an investigation into Kalshi and its main competitor, Polymarket, focusing on how the platforms handle insider trading issues. As prediction markets face increased scrutiny in the United States and globally, related regulatory controversies continue to escalate.
Kalshi stated that the new organization will support the U.S. Commodity Futures Trading Commission’s (CFTC) regulation of prediction markets and will advocate for KYC requirements, a ban on insider trading, and restrictions on markets related to violence and terrorism under a federal regulatory framework. John Bivona, Head of Government Relations at Kalshi, said: "We will not be outspent or out-organized by established interests trying to protect their monopoly." (Cointelegraph)
00:09
Svmuu News: StablR announced on X that it has identified a security vulnerability affecting its euro-pegged stablecoin EURR and dollar-pegged stablecoin USDR. The company is actively working to contain the issue and mitigate its impact. Protecting users and their funds is its top priority, and it will release details and follow-up measures as soon as possible after verifying the relevant issues. According to previous reports, StablR’s stablecoins went off-peg following an attack, with the attacker having profited approximately $2.8 million.
00:08
Svmuu reported that according to monitoring by crypto KOL Yusuf, two contracts of European stablecoin issuer StabIR, EURR and USDR, were attacked yesterday, resulting in losses exceeding $10 million. Following the incident, over $100,000 in stolen funds have been frozen, with the de-pegging range of USDR and EURR exceeding 20%.
5/24
23:42
Svmuu reported that according to Lookonchain monitoring, KOL @nobrainflip (6TkT...HmUi), who has 562,800 followers, also bought 11.636 million VIRL tokens, worth $37,870.
23:34
Svmuu reported that U.S. Secretary of State Marco Rubio stated that as negotiations continue, a potential agreement with Iran could still be signed as early as Monday.
However, according to Iran's Tasnim News Agency, citing a source with knowledge of the matter, the two sides have not yet reached a final memorandum of understanding, and certain terms remain disputed. Given the repeated breaches of trust by the U.S. in past negotiations, Iran holds no optimistic expectations toward the U.S. side. Even if an agreement is reached, Iran will closely monitor the U.S. compliance with its commitments. Should the U.S. violate its promises, Iran reserves all its negotiating leverage to respond. (Jin Shi)
23:28
Svmuu News: BitMart's "BM Discovery" section listed Ratspeak (RATSPEAK) at 11:30 (UTC+8) on May 25, opening the RATSPEAK/USDT trading pair.
Ratspeak is a community-driven Meme token on the Base blockchain, issued via Uniswap V4. The project operates under a Community Takeover model, with the core concept of "We are rebuilding the Internet," combining Meme culture with decentralized community governance.
23:24
According to Gate data, WTI crude oil futures fell 6.00% intraday and are now at $90.80 per barrel.
23:22
Svmuureports that the Monetary Authority of Singapore (MAS) is collaborating with private banks to adopt a "risk-adjusted" approach to shorten account opening times. The Managing Director of MAS stated that the authority aims to reduce the account opening process to under one month, compared to the current median opening time for complex cases, which is approximately six weeks or longer. He noted that the move is intended to ensure banks maintain high standards while avoiding unnecessary and excessive scrutiny of clients' sources of wealth. (Bloomberg)
23:09
According to Svmuu, the United States and Iran have agreed on a framework for a memorandum of understanding that, once signed, will fully restore shipping in the Strait of Hormuz within 30 days. The report, citing an anonymous senior US government official, stated that the US and Iran have formulated a "framework" for a memorandum of understanding, which includes extending a 60-day ceasefire to allow both sides to reach a "final agreement" on permanently ending the conflict in Iran. During this period, the Strait of Hormuz will be demined and reopened. The official said the memorandum of understanding includes a "commitment" that Iran will not possess nuclear weapons. Over the next two months, the US and Iran will discuss the "mechanism" for implementing this commitment.
However, no agreement was signed by the US and Iran on the 24th. A diplomatic source familiar with the situation, speaking anonymously to The Washington Post, said that once the memorandum of understanding is signed, Iran will immediately reopen the Strait of Hormuz and take measures within 30 days to ensure the waterway is restored to its pre-conflict state. Additionally, Iran, the US, and their allies will announce the immediate cessation of military operations on all fronts, including Lebanon. The report also quoted an anonymous Iranian official as saying that the reopening of the Strait of Hormuz will be carried out in stages. In the first phase, the US will unfreeze $12 billion in Iranian assets, demining operations in the Strait of Hormuz will begin, and the US blockade will be lifted. However, the Iranian official said the memorandum of understanding does not include a nuclear agreement, only a commitment to negotiate on nuclear issues later, with more details expected to be released on the 25th. (Xinhua News Agency)
23:05
Svmuureports that Morgan Stanley points out that by 2030, the global semiconductor industry market size could reach $1.5 trillion, with AI-related semiconductor products contributing half of that share. Cloud capital expenditure from major cloud service providers remains robust.
Morgan Stanley's Cloud CapEx Tracker estimates that by 2026, cloud capital expenditure will approach $811 billion. The research suggests that agentic AI creates growing opportunities for CPU applications. As AI transitions from inference to execution, GPU compute intensity increases. The firm has raised its baseline scenario total addressable market (TAM) for orchestration CPUs to $79 billion, with the TAM for CPU orchestration technologies forecast to reach $238 billion. (Jin Shi)
23:00
According to SoSoValue data, during the trading week (May 18 to May 22, Eastern Time), Bitcoin spot ETFs experienced net outflows of $1.257 billion.
The Bitcoin spot ETF with the largest net outflow last week was BlackRock's ETF IBIT, with a weekly net outflow of $1.008 billion. IBIT's total historical net outflow currently stands at $64.77 billion. It was followed by Fidelity's ETF FBTC, which had a weekly net outflow of $112 million, bringing its total historical net outflow to $10.76 billion.
The Bitcoin spot ETF with the largest net inflow last week was Morgan Stanley's ETF MSBT, with a single-week net inflow of $1.1107 million. MSBT's total historical net inflow has now reached $234 million.
As of press time, the total net asset value of Bitcoin spot ETFs stands at $98.87 billion. The ETF net asset ratio (market cap as a percentage of Bitcoin's total market cap) is 6.49%, and the cumulative historical net inflow has reached $57.08 billion.
Bitcoin spot ETFs saw net outflows of $1.257 billion last week, with BlackRock's IBIT leading at $1.008 billion in outflows
22:59
According to SoSoValue data, during last week's trading days (May 18 to May 22, Eastern Time), spot Ethereum ETFs recorded net outflows of $216 million.
The spot Ethereum ETF with the highest net outflow last week was BlackRock's ETHA, with a weekly net outflow of $189 million. ETHA's total historical net inflow currently stands at $11.62 billion. Following that was Fidelity's FETH, with a weekly net outflow of $21.0097 million, bringing its total historical net inflow to $2.18 billion.
The spot Ethereum ETF with the highest net inflow last week was BlackRock's ETHB, with a weekly net inflow of $5.5167 million. ETHB's total historical net inflow currently stands at $518 million.
As of press time, the total net asset value of spot Ethereum ETFs is $11.84 billion, with an ETF net asset ratio (market cap as a percentage of total Ethereum market cap) of 4.73%. The historical cumulative net inflow has reached $11.62 billion.
Spot Ethereum ETFs saw net outflows of $216 million last week, with BlackRock's ETHA leading at $189 million in outflows

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