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According to Catcher Predict's on-chain data monitoring, large capital movements are expected on the Polymarket market. Some whale funds bought $91,386.83 worth of West Ham United in a single transaction during the "West Ham United vs Leeds United" event. Based on the current transaction price, the latest win rate for this target is 58%

BlockBeats reported that on May 24, Michael Saylor posted that this week we bought bonds, not Bitcoin. BitVac is charging.

According to Odaily Planet Daily, Greeks.live analysis points out that Bitcoin's weekend rebound was driven by news from the US and Iran. This weekend, the core BTC options constraint—post-settlement gamma—eased, and the biggest pain point near $78,500 remains the dividing line between Bitcoin bulls and bears. In the short term, if BTC holds above $77,000–$78,000, it is highly likely to continue oscillating with a slightly stronger trend; If volume surges above $80,000, the Call side may reignite buying momentum. Short-term IV remains low, and considering the strong recent volatility expectations, it is better to use Call Spread / Put Spread to control costs.

Odaily Planet Daily reports that despite concerns about inflation triggered by the war, there are signs that other factors are also affecting long-term borrowing costs. In the US, the so-called "real yield" after adjusting for inflation has a greater impact, indicating that bond investors are worried about more than just price pressures from the Iran war. Other drivers include: the already massive public debt burden may expand further, the impact of the AI investment boom, and the increasing likelihood of central banks like the Federal Reserve raising rates rather than cutting them. Strategists from ING, Goldman Sachs, and Barclays all emphasized a common speculation that some recent long-term yield increases will not fully reverse even if inflation driven by rising oil prices falls further. This means that even after the conflict ends, market borrowing costs may remain near multi-year highs, continuing to put pressure on governments and the economy. (Jin Shi)

According to ChainCatcher, as Ethereum continues to weaken, Tom Lee's BitMine has seen a floating loss on ETH reserves on paper to about $7.35 billion. Data shows that ETH has dropped more than 57% from its October 2025 peak of about $4,955, and its market share (ETH Dominance) has also dropped from about 15% to around 10%. BitMine launched its ETH reserve strategy in July 2025, continuously increasing its holdings after completing a $250 million private placement. Latest data shows that it currently holds about 5.28 million ETH, accounting for approximately 4.37% of Ethereum's total supply, making it the world's largest publicly listed ETH reserve company. Despite the continued expansion of unrealized losses, Tom Lee still adheres to a long-term increase strategy. BitMine has stated it will moderately slow its coin purchase pace but will not abandon its ETH reserve plan, expecting to hold 5% of Ethereum's total supply before December this year. However, technical risks continue to intensify. Analysts point out that ETH is currently near the lower boundary of a typical "rising wedge" bearish structure. If it effectively breaks below support, the price could further decline to the $1600 area, leaving about 25% downside from current levels. If this scenario occurs, based on BitMine's average holding cost of about $3,513, its ETH holdings could lose money and further expand to about $10.1 billion. Meanwhile, market sentiment continues to deteriorate. On-chain data platform Santiment shows that the ETH social media long-short comment ratio has rapidly dropped from over 2:1 at the end of April to nearly 1:1. Analysts say that more and more traders are beginning to view ETH as "dead money" (an asset lacking upward momentum).

According to BlockBeats, on May 24, Ethereum treasury company BitMine (BMNR) currently holds 5.28 million ETH, accounting for about 4.37% of the total ETH supply. As ETH has retraced more than 57% from its October 2025 peak, BitMine's current paper floating loss has expanded to about $7.35 billion. BitMine launched its Ethereum treasury strategy in July 2025 and has continued to increase its ETH holdings during the downturn. The company's average holding cost is about $3,513. BitMine Chairman Tom Lee has previously stated multiple times that ETH has experienced a "V-shaped rebound" after significant pullbacks, and the current decline may still be a long-term buying opportunity. However, analysts point out that ETH's current technical pattern shows an 'ascending wedge' bearish structure. If it breaks below key support levels, the price could further decline to around $1600, a drop of about 25%. If this scenario occurs, BitMine's unrealized losses on paper could expand to over $10 billion. Additionally, ETH is currently facing pressures such as ongoing ETF outflows, worsening market sentiment, and personnel changes within the Ethereum Foundation. Santiment data shows that the ratio of bullish to bearish comments on ETH social media has dropped from 2:1 at the end of April to nearly 1:1.

According to Bijie.com, as the week of the U.S. holiday shortens begins, the market is watching closely with details of a possible U.S.-Iran agreement. The Kobeissi Letter described this week as "short but busy," with protocol updates listed as the first major event. Key events this week include: 1. Details of the US-Iran agreement – expected to be released today 2. US market closed for Memorial Day – Monday 3. May consumer confidence data – Tuesday 4. April PCE inflation data - Thursday 5. US Q1 2026 GDP data - Thursday 6. April new home sales data - Thursday. Crypto traders are focused on negotiations, as Iran's headlines have already impacted risk assets. Bitcoin stabilized at around $78,000 after President Trump stated that US-Iran talks were nearing completion, easing concerns about disruptions in the Strait of Hormuz. The confirmed protocol may reduce oil price risk pressures and support Bitcoin and altcoins. Bitcoin (BTC) was trading at around $76,700 at the time of the news release, up 2% in the past 24 hours. Ethereum (ETH) is trading at around $2,100.

According to Binance, Trump stated that negotiations are proceeding in an orderly and constructive manner, and he has informed delegates not to rush to reach an agreement because the time is on the U.S. side. He emphasized that the maritime blockade will remain fully effective until an agreement, certification, and signing are reached. Both sides must take it slow, without any mistakes. He pointed out that relations with Iran are becoming more professional and productive, but Iran must understand that it cannot develop or acquire nuclear weapons or nuclear bombs. Furthermore, Trump thanked all Middle Eastern countries for their support and cooperation, believing that their accession to the historic Abraham Accords would further strengthen and consolidate this cooperation, and may even attract Iran to join.

BlockBeats reported that on May 24, Trump posted that one of the worst agreements in U.S. history was the Iran nuclear deal promoted and signed by the Obama administration, which provided a direct pathway for Iran to develop nuclear weapons. Trump stated that the agreement currently being negotiated between the Trump administration and Iran is "completely opposite." He said the negotiations are progressing in an orderly and constructive manner, and has informed the U.S. representatives not to rush to reach an agreement, because "time is on America's side." Trump also stated that until the agreement is reached, certified, and signed, the blockade measures against Iran will remain fully in effect. He emphasized, "Both sides must remain patient, do things well, and avoid making any mistakes." Additionally, Trump said that U.S.-Iran relations are becoming "more professional and productive," but Iran must understand that it cannot develop or acquire nuclear weapons. Trump also thanked Middle Eastern countries for their support and cooperation, expressing hope that more countries would join the Abraham Accords, even saying, "Perhaps the Islamic Republic of Iran will also be willing to join in the future."

Odaily Planet Daily reports that Iran's Supreme Leader military advisor Mohsin Rezai stated that Iran will respond "toughly and unprecedentedly" to any actions targeting the Strait of Hormuz and hostile forces entering the Persian Gulf, and will initiate countermeasures by breaking the maritime blockade. Rezai also stated that if the current situation continues, one of Iran's strategic options is the possibility of withdrawing from the Treaty on the Non-Proliferation of Nuclear Weapons. He said this move would bring "serious consequences" to the other side. On the 24th local time, Iran's Supreme Leader military advisor Mohsin Rezai stated that Iran would respond "toughly and unprecedentedly" to any actions targeting the Strait of Hormuz and hostile forces entering the Persian Gulf, and would initiate countermeasures by breaking the maritime blockade. Rezai also stated that if the current situation continues, one of Iran's strategic options is the possibility of withdrawing from the Treaty on the Non-Proliferation of Nuclear Weapons. He said this move would bring "serious consequences" to the other side. The advisor to Iran's Supreme Leader stated that Iran's management of the Strait of Hormuz ended 50 years of insecurity in the Gulf region, and that managing the Strait is Iran's "legitimate right" to ensure national security. (CCTV News)

Odaily Planet Daily reports that several blockchain and post-quantum cryptography researchers have warned that artificial intelligence (AI) is accelerating the development of quantum computing and may preemptively impact mainstream blockchain security systems, including Bitcoin and Ethereum. Alex Pruden, CEO of Project Eleven focused on quantum-resistant infrastructure, stated that the combination of AI and quantum computing is fundamentally transforming the future security landscape, and "people will no longer be able to rely on existing security assumptions as they did in the past." Researchers point out that AI has been used to optimize quantum error correction, which is one of the key technological bottlenecks in the development of quantum computing. Illia Polosukhin also stated that AI has been accelerating scientific breakthroughs for years, and in the future, there may even be a cyclical acceleration effect where "AI helps build the next generation of quantum computers." One of the industry's biggest concerns is the "Harvest Now, Decrypt Later" strategy, where governments or advanced attackers begin large-scale collection of encrypted data and wait for quantum computing to mature in the future. Polosukhin warned that if quantum computers mature within a few years, "most of today's important data on the internet could be decrypted in the future." Since most blockchain networks and internet infrastructure currently widely use elliptic curve cryptography (ECC), in theory, a sufficiently powerful quantum computer can deduce private keys through public keys, directly breaching wallets and on-chain systems. Meanwhile, AI itself is also strengthening its hacking capabilities. Pruden stated that AI models are increasingly adept at discovering software vulnerabilities, cryptographic implementation flaws, and may even directly crack some encryption algorithms in the future. However, AI is also being used by developers for code auditing, formal verification, and post-quantum security system testing, forming a "long-term security arms race" with simultaneous upgrades on both offense and defense. Researchers believe that the biggest change brought by AI and quantum computing is that the core assumption of "long-term encryption reliability" in the digital age is being shaken, and future security systems may shift from "static upgrades" to continuous dynamic evolution. （CoinDesk）

According to ChainCatcher, U.S. Republican lawmakers are accelerating the push for legislation on the new ARMA Act, hoping to complete the bill's signing while Republicans still control both chambers of Congress. The bill advocates for the U.S. to establish a national Bitcoin reserve and plans to hold about 5% of the global circulating Bitcoin supply long-term. According to market sources, the Republican Party is attempting to elevate its Bitcoin strategic reserves to the level of national financial and geopolitical competition, believing that the U.S. should dominate the global digital asset system. If the bill ultimately passes, the U.S. government could become one of the world's largest Bitcoin holding entities, further reinforcing the narrative of BTC as "digital gold" and sovereign reserve assets.

Odaily Planet Daily reports: According to Onchain Lens monitoring, a whale has opened a 25x leveraged GOLD long position, currently holding a position worth $12.6 million. The whale also holds a 20x leveraged crude oil short position, with a current unrealized profit exceeding $324,000.

According to Bijie.com, the U.S. military's blockade of Iranian ports has not eased. Recordings from ships' radio public channels near the Strait of Hormuz show that on the 24th, the U.S. military continued to fire warning ships entering and leaving Iranian ports, forcing one vessel to stop in waters near Iran's Chabahar port. Windward Maritime Analysis, headquartered in the UK, stated that despite reports suggesting a possible agreement between the US and Iran, there has been no significant change in the flow of the Strait of Hormuz. Satellite images obtained by the company show that large oil tankers are still anchored near Iranian islands such as Larak Island in the northern Strait of Hormuz or at key locations in the shipping lane, with only a few vessels entering or exiting the strait, mainly small cargo ships.

Odaily Planet Daily reports that crypto market making and investment firm Keyrock has recently reported that as traditional bank card payment systems struggle to meet micropayment needs, blockchain-based stablecoin payment tracks are gradually becoming the default payment layer for AI Agents. The report shows that between May 2025 and April 2026, AI Agents have completed over 176 million transactions through on-chain infrastructure, with settlement volumes exceeding $73 million. The so-called "Agentic Payments" refers to AI software that can independently purchase data, computing power, APIs, or AI services without manual authorization for each transaction. For example, AI trading agents can continuously and automatically purchase market data, cloud computing resources, or AI analysis services. Keyrock believes this growth rate may even surpass the early breakout phase of stablecoins. Currently, Coinbase's x402 protocol has become one of the leading crypto-native machine-to-machine payment solutions, allowing AI Agents to use USDC to directly pay for on-chain analytics, cloud services, and other resources without the need for an account or subscription system. Data shows that about 76% of AI Agent payments are below the typical 30-cent fixed fee threshold for traditional bank cards, with most transactions being only 1 to 10 cents, making traditional payment networks unsuitable for machine-to-machine micropayments. On chains like Base and Tempo, the settlement cost for stablecoins is less than "one cent." However, regulation may still be a limiting factor for industry growth. The report points out that new regulatory frameworks, including Europe's MiCA, the U.S. 'GENIUS ACT,' and the EU's AI Act, have yet to directly address key issues such as autonomous transactions, accountability, and identity authentication for AI agents. （CoinDesk）

BlockBeats reported on May 24 that according to CME FedWatch data, the probability that the Fed will keep rates unchanged through December is 32.1%, the probability of a cumulative 25 basis point hike is 42.5%, the probability of a cumulative 50 basis point hike is 20.6%, the probability of a cumulative 75 basis point hike is 4.4%, and the probability of a cumulative 100 basis point hike is 0.4%.

Odaily Planet Daily reports that CITIC Securities believes that the US and Iran are getting closer to reaching an agreement, and the market has basically priced this as a benchmark scenario. The biggest change after reaching the agreement is simultaneous supply and demand replenishment and a rapid warming of economic activity. Currently, some economic indicators are clearly weak, reflecting delayed demand before the US-Iran agreement and the opening of navigation to the Strait of Hormuz. Micro players are waiting rather than rushing to restocking and starting work, which is abnormal disturbance. With the agreement reached and the strait resuming navigation, supply and demand will return to normal. After June, economic activity will improve significantly, and changes in macro variables will also alter the market strategy environment assumptions, gradually balancing out the style. The reduction of holdings by large funds is nearing its end, and once the macro stabilizes, allocation-type funds will gradually return, driving the recovery of some low-valuation sectors. In terms of configuration, it continues to actively reduce the wave, reconstructing the AI + energy barbell structure. (Jin Shi)

Odaily Planet Daily reports that Bitcoin has fallen over the past week, dropping 10% since mid-May and falling 40% from its October high of $126,000 last year. Mark Cuban said that after events related to the Iran war, gold rose while Bitcoin fell. Every time the dollar fell, Bitcoin was supposed to rise, but it did not. Since the U.S. and Israel first struck Iran in February, Bitcoin has risen about 25%, while gold has fallen just over 10%. He is "more disappointed" with Bitcoin and "less disappointed" with Ethereum, calling NFTs and meme coins "junk." CryptoQuant analysts stated that after Bitcoin rebounded 37% from its April low, it has touched the 200-day moving average at $82,400, a key bearish resistance level. The current trend is similar to the 43% rebound in March 2022, followed by a 200-day moving average and a return to the downtrend. （Forbes Digital Assets）

According to BlockBeats, on May 24, according to Onchain Lens monitoring, a whale deposited 15.1 million USDC into HyperLiquid in the past 4 hours and bought 238,811 HYPE at an average price of $63.24. Of these, 10,000 HYPE have been staked.