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Renowned investor and chairman of Shenzhen Oriental Harbor Investment Management Co., Ltd., Dan Bin, stated on social media, "Due to a strong recommendation from researchers, I have made a small investment in Circle Internet Group (CRCL.US). CRCL surged significantly on Monday, becoming one of the standout performers in the U.S. stock market that day. The core catalyst for this surge is the key progress of the U.S. CLARITY Act, which has reached a compromise on stablecoin regulatory provisions in the Senate, clearing the main differences for the advancement of the bill and completely resolving the long-term regulatory uncertainties in the industry, opening up long-term growth space for compliant stablecoin leaders like Circle.The market generally expects that as the regulatory framework is implemented, the compliance advantages of USDC will be further strengthened, with market share likely to continue to increase in emerging scenarios such as cross-border payments and AI intelligent transactions. On the fundamental side, Circle's core business is entering an explosive growth phase. The circulation of USDC it issues has surpassed $79 billion, setting a historical high, and the interest income from reserve assets has significantly increased. The company's profit expectations for the first quarter of 2026 are clear, and the fundamental performance continues to solidify.At the same time, a new industry narrative of AI + stablecoins is emerging, with USDC as the base currency for on-chain transactions, and its value positioning is being comprehensively upgraded. The market is continuously advancing the valuation reshaping process from "crypto cyclical stocks" to "Web3 + AI infrastructure targets." In addition, the overall sentiment in the crypto market is warming up, adding further momentum to stock price increases. Bitcoin once broke through the $80,000 mark, driving a collective strengthening of crypto concept stocks, with market liquidity and risk appetite significantly increasing, and funds accelerating their entry into the market. CRCL, as a core target in this sector, is favored by capital.Moving forward, two key points need to be closely monitored: first, the release of the first-quarter financial report data on May 11, which will verify the performance realization; second, the final implementation rhythm of the stablecoin bill. If the regulatory and fundamental logic continues to be realized, CRCL is expected to welcome a new round of valuation increases."

According to Gate market data, U.S. stocks closed lower on Monday, with the Dow Jones Industrial Average initially down 1.1%, the S&P 500 down 0.4%, and the Nasdaq Composite down 0.19%. Apple Inc. (AAPL.O) fell 1%, Intel Corporation (INTC.O) dropped nearly 4%, Circle (CRCL.N) surged 20%, and Micron Technology (MU.O) rose 6%. The Nasdaq China Golden Dragon Index closed down 0.09%, while NIO Inc. (NIO.N) rose nearly 3%.

According to Gate market data, U.S. stocks continued to decline, with the Dow Jones Industrial Average dropping by 1%.

According to Gate market data, U.S. stocks fell sharply in the short term, with the Dow Jones Industrial Average down 0.77%, the S&P 500 down 0.42%, and the Nasdaq Composite down 0.38%.

According to Gate market data, at the opening of the U.S. stock market, the Dow Jones Industrial Average fell by 0.3%, the S&P 500 index fell by 0.1%, and the Nasdaq Composite index opened flat. Storage concept stocks performed strongly, with SanDisk rising by 3.2% and Micron Technology rising by 4%.

According to Jinshi reports, Morgan Stanley strategists stated that strong U.S. corporate earnings, particularly in the booming technology sector, have overshadowed concerns about the potential pressure the Middle East conflict may place on the stock market.The team led by Michael Wilson wrote in a report that over the past month, earnings expectations for the S&P 500 index have been revised upward across multiple time frames. Earnings expectations for the second quarter have been raised by 2%, while expectations for the full year of 2026 and the next 12 months have been increased by 3% and 4%, respectively.

According to Jinshi reports, U.S. stocks of Chinese concept stocks rose broadly before the market opened, with NIO (NIO.N) up 3%, Alibaba (BABA.N) up 2%, and Li Auto (LI.O) up 1%.

According to Gate market data, the three major U.S. stock index futures opened slightly higher on Monday, with Dow futures rising by 0.2%.

In the first quarter of Greg Abel's tenure as CEO, Berkshire Hathaway's cash reserves surged to a record high of $397 billion. At the end of last year, the company's cash reserves had slightly decreased, but they increased significantly in the first quarter due to a net sale of $8.1 billion in stocks during the period.Additionally, Berkshire Hathaway A (BRK.A.N) reported Q1 2026 revenue of $93.675 billion, compared to $89.725 billion in the same period last year, with market expectations of $89.274 billion; net profit was $10.106 billion, compared to $4.603 billion in the same period last year, with market expectations of $11.762 billion. The fair value of fixed-income securities held by Berkshire Hathaway at the end of Q1 2026 reached $17.669 billion, compared to $17.816 billion in the same period last year.Buffett has always viewed cash as "a necessary but undesirable asset," often likening it to oxygen, which is crucial for businesses but not a good investment in itself. Buffett repeatedly emphasizes that Berkshire will never prefer holding cash equivalents over quality businesses; cash is merely a war chest waiting for "super good opportunities." When market valuations are too high and there are no attractive investment targets, he prefers to hoard cash rather than force a purchase; but once a great opportunity arises, he will deploy this ammunition without hesitation. In Buffett's view, cash can provide safe returns in a high-interest-rate environment, but in the long run, it is far less valuable than investing in excellent companies.While Berkshire's cash holdings reach a new high, despite the S&P 500 and Nasdaq indices recently hitting historical highs, there are still multiple risk hazards behind the market, and valuations are in a historically high range. Data shows that as of April, the rolling price-to-earnings ratio of the S&P 500 is about 24 times (historical average is about 16 times), and the Shiller price-to-earnings ratio (cyclically adjusted) has risen to over 37 times, at a historically high level, second only to the internet bubble period. This combination of "valuation + high expectations" means that the market has very limited room for error. Furthermore, the current rise in U.S. stocks is built on optimistic assumptions such as "AI-driven profits, falling inflation, declining interest rates, and controllable risks," and any deviation in these variables could trigger amplified shocks in the market.

Bitcoin News posted on the X platform that after AMD expanded its capacity at the Rockdale site in Texas, Riot Platforms' stock price rose by 8%, highlighting Riot's transition from Bitcoin mining to AI data centers.

According to Gate market data, Wall Street is once again showing signs of prosperity, with the stock market reaching new highs repeatedly. The S&P 500 Index and the Nasdaq 100 Index both closed at historic highs this month. Data shows that in the first quarter of this year, hedge funds attracted a total of $45 billion, setting a record high since 2007, with the industry's asset size reaching $5.2 trillion. Trend-following quantitative funds had an annual increase of about 10% in May, outperforming the U.S. stock market.

According to Gate market data, U.S. stocks closed with the Dow Jones Industrial Average initially down 0.31%, the S&P 500 index up 0.29%, and the Nasdaq Composite index up 0.89%. Due to strong performance in the first quarter earnings report, Apple Inc. (AAPL.O) rose 3.24%, and SanDisk (SNDK.O) rose 8.25%. Intel (INTC.O) rose 5.44%, closing at $99.62, setting a new high.

According to Gate market data, at the opening of the US stock market, the Dow Jones Industrial Average rose by 0.36%, the S&P 500 index rose by 0.4%, and the Nasdaq Composite Index rose by 0.3%. SanDisk (SNDK.O) fell by 2.7%, and Western Digital (WDC.O) fell by 6%, as the market believes the performance guidance of both companies was not impressive enough. ExxonMobil (XOM.N) and Chevron (CVX.N) fell by 1.1% and 1.2%, respectively. Apple (AAPL.O) rose by 2.7%.

According to the official documentation from Tradexyz, the decentralized trading platform Tradexyz has officially added a Pre-IPO perpetual contract market in its product documentation. This product is a cash-settled perpetual derivative that references the expected public equity of the issuer planning to go public, used for price discovery before the IPO.XYZ emphasizes that the Pre-IPO perpetual contracts are not stocks, IPO allocations, tokenized equity, or securities rights, and holding positions does not confer ownership, voting rights, dividend rights, or any claims against the issuer. After the IPO, the relevant market is expected to transition to standard external pricing perpetual contracts once sufficient external data is available; if the IPO is delayed, fails, or undergoes significant changes, the market will settle according to the established Outside Launch Date, Settlement Period, and TWAP mechanisms.

According to the latest 13F filing disclosed by Dan Bin's fund "Oriental Harbor," the fund increased its holdings of 31,700 shares of CRCL during the latest reporting period, valued at 3.02 million dollars.According to market news, the cryptocurrency company Coinbase was newly included in the Oriental Harbor portfolio in the second quarter of 2025, with a holding value of approximately 54.7 million dollars.

According to Gate market data, U.S. stocks closed with the Dow Jones Industrial Average initially up 1.62%, the S&P 500 index up 1.02%, and the Nasdaq Composite index up 0.89%. Alphabet (GOOG.O) rose 9.95%, reaching a historical high; Qualcomm (QCOM.O) increased by more than 15%. The Nasdaq Golden Dragon China Index rose 2.1%, and Alibaba (BABA.N) increased by more than 1%.

According to Gate market data, the three major U.S. stock indices all rose by more than 1%, with the Nasdaq China Golden Dragon Index's increase expanding to 2%.

According to Gate market data, the three major U.S. stock indices showed mixed trends, with the S&P 500 index and Nasdaq both turning down, while the Dow Jones Industrial Average is currently up 0.77%.

According to Gate market data, U.S. stocks opened with the Dow Jones Industrial Average up 0.45%, the S&P 500 up 0.36%, and the Nasdaq Composite up 0.57%. Hertz (HTZ.O) rose by 15% as the company collaborates with Uber to promote the operation of autonomous taxis and human-driven fleets. Meta Platforms (META.O) fell by 8.4% due to the company raising its capital expenditure outlook and signaling regulatory risks.

BNB Chain officially announced that the tokenized stock platform xStocks has been launched, with the first batch opening over 50 tokenized US stocks and ETFs, including Apple, Tesla, Nvidia, and the S&P 500 ETF, with an additional 100+ assets to be added in the coming weeks.Users can participate with a minimum of $10, supporting 24/5 uninterrupted trading. It is now possible to trade directly on PancakeSwap and CowSwap, with 1inch integration coming soon; these tokenized stocks can also be used as collateral for lending and integrated into structured yield strategies, with further connections to Chainlink, Venus Protocol, and Flux planned. BNB Chain has become the world's second-largest RWA public chain, with on-chain RWA asset scale reaching $3.8 billion, approximately 45,000 holders, and a transaction volume of $1.17 billion.