根據花旗（Citi）在 5 月 25 日發布的研究，AI 基礎設施與稀缺的推論能力已成為絕對賣方市場，原因是該行所稱的「垂直需求之牆（vertical wall of demand）」——這個詞最初是由 OpenAI 首席財務官（CFO）Sarah Friar 所提出。 預計 Anthropric 將在 2026 年第二季度（Q2 2026）創造 109 億美元營收，較上一季度成長 130%（quarter-over-quarter），而花旗指出，OpenAI 在 2026 年第一季度（Q1 2026）實現 57 億美元。該報告強調，隨著運算與推論成本上升，並且主要業者的長期合約也將需求鎖定；同時，在有限資源的激烈競爭下，科技巨頭透過激進的分層定價擷取利潤。

根據區塊鏈分析平台 Arkham，週一以太坊基金會從 Lido 解質押了價值約 5,000 萬美元的 21,270 ETH，並將這些資產從流動質押協議移至以太坊的提領隊列。此次提領並不會自動顯示出售資產的計畫；持有者必須等待請求完成處理並最終定案後，才能領回其所對應的底層 ETH。 此舉是在先前的金庫調整之後發生，包括 4 月下旬解質押 17,000 ETH，以及 5 月 1 日透過場外交易（over-the-counter）出售 10,000 ETH 給 Bitmine。

根據 Odaily Seer，一個歷史勝率 44% 的錢包，今早（5 月 9 日，北京時間）在 Polymarket 購買了價值 370,000 美元的「Spurs-over-Timberwolves」賭注，進場時的平均價格為 64.6 美分，未實現獲利為 11,000 美元。 NBA 分區季後賽西部決賽第 3 場

Gate 新聞訊息，4 月 29 日——Over 基金會宣布，由於資金不足，已停止為 Over Protocol 提供的所有基礎設施與服務，包括 OverWallet、OverNode、OverFlex、RPC 端點、區塊瀏覽器以及 API。未來沒有恢復營運的計劃。 雖然 Over Protocol

Gate 新聞訊息，4 月 28 日——Over 基金會宣布，由於財務限制，已停止所有 Over 協議基礎設施與服務的運作，包括 OverWallet、OverNode、OverFlex、RPC 節點、區塊瀏覽器，以及相關 API。基金會表示，並無計劃

Bitcoin Depot, a Bitcoin ATM operator, announced the appointment of new CEO Alex Holmes as part of management adjustments, emphasizing the need to respond to an increasingly stringent regulatory environment. The company faces investigations and penalties from multiple states, downwardly revised performance expectations, and a significant decline in stock price. This move demonstrates its response strategy in compliance and business transformation.

CryptoQuant data shows that over the past 30 days, MicroStrategy accumulated purchases of approximately 45,000 BTC, while other companies purchased only about 1,000 BTC, a decline of approximately 99%. MicroStrategy holds 76% of corporate Bitcoin reserves, indicating a lack of enterprise-level BTC demand in the market and an imbalanced institutional participation landscape.

A certain CEX has again expressed to the U.S. Senate that it cannot support the latest draft of the Clarity Act due to core disagreements over stablecoin yield provisions. The CEX has expressed "serious concerns" about the new proposal and pointed out that this regulatory direction has significant implications for its future finances.

On March 26, Polymarket's probability of the Clarity Act becoming law dropped to 54% due to industry disagreements over a compromise proposal on stablecoin yield provisions. A certain CEX expressed dissatisfaction with the compromise text, with divided opinions within the industry affecting stablecoin issuer stock prices. A White House advisor stated the matter will be addressed, with the final text expected to be released this weekend.

Cryptocurrency incubator Obex announces the deployment of $1 billion in funds to connect the USDS stablecoin of the Sky ecosystem with real-world asset yields, with a focus on investments in credit, energy, and AI sectors, aiming to provide sustainable returns for USDS holders. Sky is the world's third-largest stablecoin issuer, with USDS currently at approximately $10 billion in scale, with plans to grow to over $200 billion in the future.