mèo 1999

Bond yields are rising sharply, BitMEX expert believes Bitcoin is entering a new “super cycle” Shang Wu, senior research analyst at BitMEX, believes that the continuous rise in global government bond yields signals a structural shift in the financial market, which could become a major long-term driver for Bitcoin. According to Shang Wu, the pressure from the massive US public debt nearing $39 trillion, along with a strong wave of investment in AI infrastructure, will force central banks to continue injecting liquidity and accept currency devaluation to maintain the system. He suggests that when this happens, investors will gradually abandon traditional assets losing value due to inflation and shift to scarce assets like Bitcoin – an asset with a fixed supply that cannot be "printed" further. In the past week, the 30-year US government bond yield surpassed 5.14%, while the 10-year Japanese government bond yield also rose to 2.8%, indicating increasing financial pressure globally. Although Bitcoin may still experience strong short-term volatility, Shang Wu believes the current environment is gradually forming a positive long-term trend for the crypto market, especially for BTC. Many investors are now beginning to view Bitcoin as a hedge against public debt risks and potential future currency devaluation.#OKXOrbitTopics

The US and Iran are reportedly in agreement on a framework to reopen the Strait of Hormuz According to multiple diplomatic sources cited by international media, the US and Iran have reached a consensus on a "memorandum of understanding" framework, paving the way for the full restoration of maritime activities in the Strait of Hormuz within 30 days after the official document is signed. A senior unnamed US government official stated that the plan includes extending the ceasefire by an additional 60 days to allow time for negotiations toward a long-term agreement between the two sides. During this period, mine clearance operations and the gradual reopening of the Strait of Hormuz will be implemented step by step. According to the disclosed content, Iran will commit to not possessing nuclear weapons, while the US and Iran will continue discussions on the enforcement mechanism of this commitment over the next two months. However, as of May 24, no official agreement has been signed by either side. An unnamed diplomat said that if the memorandum of understanding is approved, Iran will immediately reopen the Strait of Hormuz and gradually restore maritime transport routes to their pre-conflict state. Additionally, the involved parties may also declare an end to military operations on multiple fronts, including Lebanon. An Iranian official said the initial phase of the agreement will include the US releasing about 12 billion USD of Iran's frozen assets, partially lifting sanctions, and beginning mine clearance operations in Hormuz. Notably, Iran emphasized that the memorandum of understanding is not yet a complete nuclear agreement but merely a commitment to continue negotiations on this issue in the near future. It is likely that new details will be announced on May 25. This information is attracting significant attention from the global financial market. If the Strait of Hormuz is indeed reopened and Middle East tensions ease, pressure on oil prices and risk concerns in the crypto market could significantly decrease in the short term.#OKXOrbitTopics

Middle East tensions ease, Japanese bond yields fall from multi-year highs The easing situation in the Middle East is helping financial markets reduce concerns about inflationary pressures, thereby boosting Japanese government bonds in early trading this week. The yield on the 10-year Japanese government bond — which hit a 29-year high last week — has now dropped 5 basis points to 2.710%. Meanwhile, the 30-year bond yield, which recently reached a historic peak, also fell 5.5 basis points to 3.955%. The main reason is market expectations that oil prices will ease if tensions in the Middle East continue to cool down. Japan, being heavily dependent on energy imports, is strongly affected by oil price fluctuations, which impact inflation outlook and the country’s economy. Yunosuke Ikeda, head of macro research at Nomura Securities, believes investors remain quite cautious. According to him, the market has not yet fully trusted Sanae Takaichi’s commitment to maintaining fiscal discipline, causing many to hesitate to buy bonds aggressively despite the currently attractive yields. However, Ikeda predicts that over the next two months, the market could see positive surprises if inflationary pressures continue to ease and the global financial environment stabilizes. This development is also being closely watched by crypto investors, as changes in global bond yields often directly affect the flow of funds into risk assets like Bitcoin and altcoins.#OKXOrbitTopics

Antigravity adds Gemini 3.5 Flash (Low) model, significantly reducing token consumption Varun Mohan, representative in charge of Antigravity, stated that the platform has just added the Gemini 3.5 Flash (Low) model to address user feedback about the system consuming too many tokens when handling simple tasks. According to internal test results, Gemini 3.5 Flash (Low) can reduce token generation by about 45% compared to the Gemini 3.5 Flash (Medium) version in light tasks, significantly optimizing costs and resource usage. Notably, in software engineering (SWE) related tasks, Gemini 3.5 Flash (Low) is said to still perform better than the previous generation flagship model, Gemini 3 Flash (High). In addition to optimizing the model, Antigravity also announced a reset of the entire Gemini quota limits for all service packages to ensure developers have enough resources to build and test products in the coming week. This move shows that competition among AI platforms now focuses not only on model power but also on the ability to optimize operating costs and token usage efficiency – factors increasingly valued by the developer community #OKXOrbitTopics

AI demand is booming, Sakura Internet considers significantly increasing data center spending According to Bloomberg, the CEO of Sakura Internet stated that the company may have to raise its capital expenditure to nearly 7 times the initial plan to meet the rapidly growing AI demand in Japan. Specifically, the Osaka-based data center operator is considering investing about 20–30 billion yen in the current fiscal year, equivalent to approximately 125–190 million USD. This figure far exceeds the official capital expenditure plan of 4.4 billion yen announced by the company last month. Founder and CEO Kunihiro Tanaka said the AI development wave is causing demand for computing infrastructure and data centers to grow faster than expected. This forces the company to ramp up investment if it wants to keep pace with the market. This development further shows that the global AI race is entering a phase of intense infrastructure competition, where not only tech companies but also data center operators must expand at an unprecedented speed. Recently, Japan has emerged as a notable AI market in Asia due to increasing demand from businesses and AI model development projects.#OKXOrbitTopics

Speculative capital flows return, a series of small meme coins explode in liquidity on GMGN According to data from GMGN, many tokens in the small-cap meme and speculative groups have recorded extremely strong volatility in the past 24 hours, indicating that short-term capital is actively flowing again. Leading the list is Stake (5s7t....ump) with a price of about 0.0012 USD and a market cap of 1.16 million USD. This token attracted attention by increasing over 46,700% in just 24 hours, while recording a trading volume of about 9.34 million USD with more than 103,000 orders executed. Next in line, RICH (5hiL....ump) is currently trading around 0.0035 USD with a market cap of 3.45 million USD. Despite dropping more than 43% in the day, this token still achieved a very large trading volume of about 8.5 million USD along with nearly 59,000 transactions. PP420 (Ac8E....ump) also became a focal point by rising more than 11,400% in 24 hours. The token currently has a market cap of about 330,000 USD and recorded over 4 million USD in trading liquidity. Meanwhile, DEGEN (Fmji....ump) fell about 14.6% but still maintained high trading volume with nearly 48,000 orders. ETB (Cjo4....ump) also attracted strong speculative capital flows by increasing more than 3,870% in the day. This development shows that the “degen” sentiment is returning to the crypto market, especially in the low-cap meme coin group. However, most tokens of this type have extremely high volatility, unstable liquidity, and high risk, so investors need to be especially cautious before short-term FOMO spikes.#OKXOrbitTopics

Capital continues to flow into XRP ETFs, with total assets surpassing 1.13 billion USD According to data from SoSoValue, XRP Spot ETF funds continued to record positive capital inflows during the trading week from May 18 to May 22 (US time), with a total net inflow value of approximately 22.04 million USD. Leading the weekly inflow is the Franklin Templeton XRP ETF (XRPZ) with a net inflow of about 11.69 million USD. To date, the total historical capital inflow into XRPZ has reached around 390 million USD. In second place is the Canary XRP ETF (XRPC) with a weekly net inflow of 8.03 million USD. The total historical capital of this fund has now reached approximately 452 million USD. As of now, the total net asset value of all XRP Spot ETF funds has reached about 1.13 billion USD. The ETF asset ratio compared to XRP market capitalization is currently at 1.36%, while the total accumulated historical capital inflow has increased to around 1.41 billion USD. This development indicates that demand for accessing XRP through ETF products remains quite stable, despite recent strong volatility in the crypto market. Many investors believe that if ETF capital inflows continue to remain positive in the near future, XRP could gain additional medium- and long-term growth momentum, especially as the market increasingly focuses on crypto assets with clearer legal status.#OKXOrbitTopics

BREAKING: US SIGNALS DIPLOMACY WITH IRAN, GLOBAL MARKETS EASE PRESSURE US Secretary of State Marco Rubio stated that there is currently a plan considered "quite credible," revolving around the possibility of Iran reopening the Strait of Hormuz and engaging in serious nuclear negotiations with a specific time limit. According to Rubio, this initiative is receiving strong support from Gulf countries as well as many nations worldwide. He emphasized that the international community understands that maintaining stability in the region is essential for the global economy. In remarks during a visit to India, Rubio also reaffirmed that President Donald Trump is not in a hurry to sign an ineffective deal. The US administration wants to maximize opportunities for a diplomatic solution before considering other options. This information immediately attracted the attention of financial and crypto investors. The Strait of Hormuz is a strategic oil transportation route globally, so any de-escalation signals between the US and Iran could help reduce pressure on oil prices, inflation, and the "risk-off" sentiment in the market. If the negotiation process progresses positively, Bitcoin and the altcoin group could benefit from more stable investor sentiment. Conversely, any signs of breakdown or military escalation could cause global markets to become highly volatile again. Currently, investors are closely monitoring the next moves from Washington and Tehran, as this could become a major factor influencing the trend of the entire financial market in the near future. #OKXOrbitTopics

CRYPTO MARKET AWAITS SIGNAL FROM THE HORMUZ STRAIT: IS IRAN TENSION SHOWING SIGNS OF COOLING? US Secretary of State Marco Rubio has just revealed that there is currently a plan considered "quite reliable," involving Iran potentially reopening the Hormuz Strait and engaging in substantive nuclear negotiations with a clear time limit. This is seen as the first positive signal after a series of days where the global market was worried about the risk of escalation in the Middle East. The Hormuz Strait is one of the world's most important oil transportation routes, so even the risk of blockade is enough to cause strong fluctuations in oil, gold, and crypto prices. Rubio emphasized that this plan is receiving broad support from Gulf countries as well as many nations worldwide. According to him, all parties understand that maintaining stability in the region is not only reasonable but also necessary for the global economy. During a visit to India, Rubio further affirmed that President Donald Trump is not in a rush to sign a low-quality agreement. The US administration wants to prioritize diplomatic solutions before considering other options. For the crypto market, this information could help stabilize investor sentiment after many sessions of strong volatility. If Middle East tensions cool down, pressure on risk assets like BTC or altcoins could significantly decrease in the short term. However, investors are still closely monitoring further developments. If negotiations break down or new military actions occur, the global financial market could quickly revert to a "risk-off" state. #OKXOrbitTopics

THE MARKET IS BETTING WTI OIL WILL REACH 90 USD: POLYMARKET VOLATILITY SPIKES Data from Polymarket shows that market sentiment for WTI oil prices is heating up rapidly following new geopolitical and macroeconomic news. Specifically, in the prediction event “What will WTI crude oil price be in May 2026,” the probability of WTI oil hitting 90 USD surged sharply from 63% to 78.5% within just one hour — equivalent to a 15.5% volatility. This development indicates that capital flow in the prediction market is reacting strongly to the risk of tightened oil supply or factors that could drive energy prices higher in the near future. If oil continues to climb, global inflationary pressures could return. This is a factor closely watched by both the stock and crypto markets, as sharply rising energy prices often make it harder for the FED to ease monetary policy soon. For the crypto market, overheated oil prices could create short-term pressure on risk assets like Bitcoin and altcoins due to concerns that interest rates will remain high longer than expected. Currently, investors are waiting to see whether the rising probability on Polymarket is just a short-term reaction to the news or a signal of a larger oil price trend in the coming quarters.#OKXOrbitTopics