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According to a16z crypto, on May 14, the U.S. Senate Banking Committee voted in a bipartisan manner to advance the "Digital Asset Market CLARITY Act" (CLARITY), marking a historic step in the legislative framework for the U.S. crypto market. The CLARITY Act aims to establish a clear regulatory framework for blockchain networks and digital assets, with core content including: clarifying the regulatory boundaries between the SEC and CFTC regarding crypto assets, regulating the operations of crypto exchanges, protecting consumer rights, and providing a clear path for compliant operation of blockchain networks in the U.S.a16z pointed out that the U.S. has relied on "regulatory enforcement instead of legislation" over the past decade, which not only distorts the market and stifles innovation but also gives rise to a large number of regulatory arbitrage activities, leading many crypto projects to move overseas. The bill references the 2024 FIT21 Act and the 2025 House version of the CLARITY Act, and further improves upon them. Currently, the two drafts from the Senate Banking Committee and the Agriculture Committee will be merged into a unified bill, which will be submitted for a full Senate vote, and after passing, will also require approval from the House of Representatives and the President's signature to officially take effect.a16z compares this legislative progress to the historical significance of the 1933 Securities Act and cites the precedent of explosive growth in the industry following the passage of the GENIUS stablecoin bill, believing that once CLARITY is implemented, it will usher in a new wave of innovation for the U.S. crypto industry.

According to the Financial Times, several large technology companies, including Alphabet and Amazon, are accelerating their entry into the global bond market, raising funds through large-scale overseas bond issuance to support the expansion of artificial intelligence infrastructure and computing power.The report states that this round of financing activities has reached a new high in recent years, reflecting the increasing demand for long-term capital expenditures among tech giants in the AI race, particularly focused on data centers, computing clusters, and cloud infrastructure construction.Analysts believe that against the backdrop of high interest rates, companies are choosing to optimize their financing structure globally, diversifying funding costs and term risks through multi-currency debt markets, further strengthening their capacity for investment in AI infrastructure.

The U.S. Senate Banking Committee recently advanced the Digital Asset Market CLARITY Act with a bipartisan vote of 15 to 9, marking a step forward in the regulatory framework for the U.S. crypto market. Research institution HashKey Group pointed out that if the bill is enacted, it will significantly enhance compliance certainty for institutional investors participating in the crypto market and strengthen the core position of the U.S. dollar stablecoin in the global digital financial system.Analysts believe that a clearer U.S. regulatory framework will encourage banks, asset management institutions, and sovereign funds to more widely adopt compliant stablecoins for cross-border payments, settlements, and fund management, especially with more evident demand in the Asian market. However, at the same time, the U.S. restrictions on "yield-bearing stablecoins" may create structural spillover effects. HashKey researcher Tim Sun stated that if the U.S. strictly limits the stablecoin yield mechanisms, capital may flow to the Asian market or indirectly seek higher yields through "wrapped products."The report noted that the Asian market (such as Hong Kong and Singapore) features active cross-border trade, frequent capital flows, and local currencies that are more susceptible to external shocks. In an environment of high U.S. dollar financing costs, U.S. dollar stablecoins will become an important liquidity tool. However, the analysis also emphasized that this competition is not a zero-sum game. As the CLARITY Act progresses, the global competitive focus may shift from "trading platforms and token issuance" to "stablecoin liquidity channels and control over financial infrastructure," meaning who can more efficiently connect U.S. dollar liquidity, regional assets, and compliant financial channels.

The Chief Information Security Officer of Slow Fog, 23pds, disclosed on platform X that node-ipc has been compromised again. The released three malicious versions of node-ipc (9.1.6, 9.2.3, 12.1) carry the same credential-stealing payload, with the package being downloaded over 10 million times per week.

According to Jinshi reports, the number of initial jobless claims in the United States for the week ending May 9 was 211,000, exceeding the market expectation of 205,000. The previous value was revised from 200,000 to 199,000.

According to crypto journalist Eleanor Terrett, sources say that a bipartisan group of minority senators in the U.S. Senate held discussions last night regarding the CLARITY Act, attempting to push the Democrats to make concessions on at least two outstanding issues, but ultimately failed to reach an agreement.Senator Cynthia Lummis stated that both sides had reached consensus on "99% of the content" of the bill and expressed hope that the Democrats would continue to address the remaining issues after the bill passes committee review; otherwise, if a similar incident to FTX occurs in the future, "they can only blame themselves."Reports indicate that Democratic Senators Adam Schiff and Ruben Gallego have been pushing for a compromise on the ethical standards and conflict of interest clauses involving the president's family before the committee review, making it one of the conditions for supporting the bill.Additionally, some Democratic lawmakers have raised concerns about provisions related to the Blockchain Regulatory Certainty Act (BRCA). This provision aims to prohibit lawsuits against non-custodial software developers based on money transfer laws.Sources say that both sides have made substantial progress on ethical and conflict of interest issues, but disagreements over amendments to the BRCA ultimately led to the breakdown of negotiations. The market currently widely expects that this committee review will show clear partisanship.

According to CoinDesk, Ethereum application developer Consensys has postponed its potential IPO plans until at least the fall due to unfavorable market conditions. Consensys had planned to confidentially submit an S-1 registration statement to the SEC by the end of February this year and had hired JPMorgan and Goldman Sachs to lead the process.In February 2026, the cryptocurrency market saw a significant decline due to macroeconomic uncertainties, tariff concerns, and outflows from Bitcoin ETFs, leading several crypto companies to suspend their IPO plans. BitGo was the only crypto-native company to go public in 2026, but its stock price fell about 36% from its IPO price. A Consensys spokesperson stated that they do not comment on market speculation. Consensys completed a $450 million Series D funding round in early 2022, with a valuation of $7 billion.

Strategy's STRC Bitcoin accumulation has begun, and sufficient funds have been raised to purchase 17 BTC.

According to market news, Anthropic is in preliminary talks with investors to raise at least $30 billion in new funding, which could become the largest round of financing for the company to date. Anthropic is raising a new round of funding at a valuation of over $900 billion.

Michael Selig, the chairman of the Commodity Futures Trading Commission (CFTC), stated that the regulatory agency is communicating with all major professional sports leagues in the United States to strengthen the regulatory framework for sports-related prediction markets and to prevent insider trading and market manipulation risks.Michael Selig revealed at the FINRA annual meeting in Washington that the CFTC had previously signed a memorandum of understanding for information sharing with Major League Baseball, marking its first formal data collaboration mechanism with a professional sports league.

The artificial intelligence startup Wispr is in financing negotiations, with a valuation of 2 billion dollars.

Slow Fog issued a security warning stating that Aurellion was attacked, resulting in a loss of approximately 455,003 USDC (about $455,000).Analysis pointed out that the root of the vulnerability lies in the lack of effective protection in the initialize(address) function of the SafeOwnable Facet. Since the Diamond contract did not go through the initialize path when setting the owner, the _initialized version slot was not updated correctly, allowing the attacker to reinitialize the contract and override owner permissions.Subsequently, the attacker called diamondCut to inject a malicious Facet and transferred the USDC assets of authorized users through the malicious pullERC20 function, ultimately completing the theft of funds.

Bernstein stated that it maintains a target price of $190 for Circle (CRCL): Although the decline in interest rates led to a quarter-over-quarter drop in reserve income of 11%, Q1 revenue of $694 million was slightly below expectations, but adjusted EBITDA reached $151 million, exceeding consensus by about 10%. Analysts pointed out that Circle's $222 million ARC token presale, completed at a fully diluted valuation of $3 billion, along with robust growth in USDC supply reaching $77 billion (a year-on-year increase of 28%), provides a buffer for the company.According to Gate's market data, Circle's stock closed at $131.76 on Monday, with the target price implying about a 44% upside. Bernstein reiterated that the upcoming launch of the Arc Layer 1 mainnet, the expansion of the payment network, and its leading position in AI agent payments (x402 standard) will support the long-term growth of USDC and maintain the fiscal year 2026 guidance unchanged.

According to Jinshi reports, the year-on-year increase of the U.S. April CPI is expected to be 3.7%, the largest increase since September 2023, compared to a year-on-year increase of 3.3% in March. The core CPI, excluding food and energy prices, is expected to rise by 0.3%, which may be rounded to 0.4%. The U.S. Bureau of Labor Statistics is expected to make a one-time adjustment to rents. Lou Crandall, chief economist at Wrightson ICAP, stated that this will lead to a significant catch-up effect, with the core CPI increase expected to rise by about 0.1 percentage points.

According to an exclusive report by LatePost, Kuaishou plans to spin off its video generation large model business "Keling AI" and initiate a $2 billion financing round with an estimated valuation of about $20 billion. They are currently in talks with investors such as Tencent, and the deal has not yet been completed. Based on the current market value, Keling's valuation is already close to 70% of Kuaishou's overall market value.The report states that Keling's current annual recurring revenue (ARR) has reached $500 million, doubling since before the Spring Festival, significantly exceeding Kuaishou's previous expectations. At the beginning of 2025, Kuaishou set an annual revenue target of $60 million for Keling, but the final annual revenue reached $150 million. In the face of increased competition from giants like ByteDance and Alibaba in the video generation field, Kuaishou has established an independent option pool and special incentive mechanisms for Keling.It is reported that if the future IPO valuation reaches $40 billion, team incentives will be further enhanced. Currently, Keling has become one of the fastest-growing products in the global video generation field. By early 2026, it ranked first in the iOS drawing and design charts in nearly 40 countries and regions, including Brazil, Russia, and Singapore, and became one of the highest-grossing graphic design applications in South Korea and Russia.

According to market news, SoftBank CEO Masayoshi Son is in talks for a major data center project in France; the related deal may be announced this month.In addition, SoftBank CEO Masayoshi Son is considering making a multi-billion dollar investment.

JustLend DAO officially initiated Governance Proposal No. 39, planning to add the HTX market and introduce $HTX into the platform lending market. The core of the proposal includes: configuring the HTX/TRX price oracle, supporting the jHTX token, while setting the collateral coefficient at 50% and the reserve coefficient at 30%. If the proposal is approved by vote, HTX holders will be able to earn returns by supplying HTX or use it as collateral to borrow other assets, thereby further enhancing the efficiency of fund utilization within the ecosystem. The proposal is currently open for voting.

According to Jinshi reports, due to the lack of progress in the US-Iran peace talks, oil prices have risen, triggering market concerns about prolonged disruptions and intensified inflation, leading to a 1% drop in gold futures prices. Soojin Kim, an analyst at Mitsubishi UFJ Financial Group, stated that the market increasingly expects interest rates to rise to address inflation risks associated with high energy prices, which is unfavorable for gold. Meanwhile, strong US labor market data continues to support market expectations that the Federal Reserve will maintain high interest rates for a longer period.

Adeniyi Abiodun, co-founder and Chief Product Officer of Mysten Labs, posted on the X platform that confidential transactions will be launched on the Sui network this year, enabling large-scale, free, and privacy-protected payments.