BeGentleWithLeverage

ME News: As of May 14, within the past 7 days, Circle issued approximately 5.4 billion USDC, redeemed about 7.1 billion USDC, resulting in a net decrease of approximately 1.7 billion USDC in circulation. The total circulation of USDC is 76.5 billion tokens, with reserves of about $76.7 billion, including overnight reverse repurchase agreements of $48.3 billion, Treasury bonds with less than 3 months to maturity worth $16.1 billion, systemically important institution deposits of $11.9 billion, and other bank deposits of $500 million. Source: PANews.

Goldman Sachs states that investments in artificial intelligence infrastructure are shifting from computing power to electricity and power supply links, with capacitors becoming a new bottleneck and demand expected to explode. The increase in server power consumption drives the need for power management, energy storage, and stability, with rapid growth in the application of capacitors in servers, liquid cooling, and high-bandwidth network equipment. Following HBM, capacitors may become a new track for artificial intelligence infrastructure investment, benefiting related manufacturers and the industry chain.

CryptoWorld news: OnchainLens reports that an OTC whale (address: 0xfb7) has purchased another 20,000 ETH, worth approximately $40.48 million, and transferred 50 million USDT to a certain platform, possibly to continue purchasing on that platform. Currently, the whale holds 143,906 ETH, worth approximately $317.6 million.

Mars Finance News: According to Jintiao, Federal Reserve Vice Chair Jefferson stated that energy shocks pose downside risks to economic growth while also presenting upside risks to inflation.

CoinWorld News, on the 27th, WHO Director-General Tedros Adhanom Ghebreyesus called on all parties involved in the conflict in the Democratic Republic of the Congo to agree to an immediate ceasefire, allowing medical teams to safely and continuously access the affected area to contain the Ebola outbreak.

CryptoWorld News: Coinbase announces a partnership with Standard Chartered Bank to expand global multi-currency funding channels through Coinbase Prime, supporting AUD, SGD, CAD, CHF, EUR, and GBP. Coinbase states that this move will improve capital efficiency, reduce foreign exchange friction, and enable institutional clients to seamlessly conduct global market operations on the same platform via Coinbase Prime.

According to Israel's Channel 12, officials confirmed that the US and Israel reached an agreement to prevent Iran from maintaining its uranium enrichment capabilities. Israeli security agencies are preparing for the possibility of military action by U.S. President Trump in the coming days, with the military announcing it has entered the highest alert level in case the situation escalates. US-Iran negotiations and the Middle East situation remain tense, with the market focusing on the Strait of Hormuz, energy supplies, and whether the United States will directly intervene in the conflict.

OpenAI plans to submit a confidential IPO application, with a potential listing as early as September. The timeline remains flexible, and the prospectus may be submitted as soon as this week, with Goldman Sachs and other investment banks assisting. Altman stated that whether to go public depends on market and other factors. After winning a lawsuit against Musk, they still need to address concerns about revenue and data center expenses. Market forecasts show a very low probability of going public before August, about 42% before September, and approximately 72% by the end of the year.

Wash officially takes over as Federal Reserve Chair, Iran war pushes up energy and transportation costs, inflationary pressures persist. Waller hawkish stance states that inflation is policy-driven, with future rate hikes and cuts happening simultaneously, and the market has priced in a 25 basis point increase. Wash will chair the FOMC for the first time in June; if no rate hike occurs, it will be seen as a dovish signal, while long-term yields remain under pressure from supply and debt cycle factors. Political pressure exists, but the market still views inflation as the most urgent issue currently, and the new chair faces a challenging task.

⬛ FORTUNE AI QUANT | $OPG
🔲 Directional Bias: Bullish
⚡ Spot Synthesis: Price shows upward movement while trading volume remains elevated but its growth is slowing, underpinned by strong thematic tags.
🩸 Leverage Profile: Notable open interest coupled with a positive funding rate indicates bullish leverage positioning.
📉 Narrative Catalyst: Tags point to distributed computing and major chain ecosystems, which resonate with the observed high trading activity, suggesting narrative-driven interest despite slowing velocity.

BlockBeats News, May 22 — According to Paitun Monitoring, VerusCoin cross-chain bridge attacker has returned 4,052.4 ETH (approximately $8.5 million) to the project team address (0xF9AB...C1A74), accounting for 75% of the total stolen amount. The remaining 25% (1,350 ETH, about $2.8 million) will be kept in the attacker’s wallet as a white-hat bounty.