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According to Jinshi reports, Iranian state media cited sources as saying that as long as the United States continues to threaten Iran, the agreement with Oman regarding the Strait of Hormuz will be postponed.

According to the Electronic Times, TSMC plans to further expand the outsourcing scale of the CoW (Chip-on-Wafer) segment in its CoWoS advanced packaging, entrusting more packaging orders to ASE and other OSAT manufacturers. CoWoS is TSMC's 2.5D packaging technology that connects AI processors such as GPUs with HBM through an intermediary layer, where CoW is the step of combining the chip with the intermediary layer, and WoS is the step of packaging the substrate. Previously, TSMC mainly outsourced the WoS segment, with only a small portion of CoW being entrusted.This move aims to alleviate the packaging capacity bottleneck caused by the continuous surge in demand for AI chips. TSMC holds about 90% of the global AI chip manufacturing market, but as the demand for self-developed chips from manufacturers like Nvidia and AI data centers skyrockets, capacity has become difficult to meet. Industry insiders expect OSATs to significantly increase equipment investment, especially in post-process areas such as wafer cutting and bonding. Several laser processing and bonding equipment suppliers in South Korea have been confirmed to be negotiating with OSATs regarding the supply of CoW equipment.

Hugging Face CEO Clément Delangue posted on the X platform in response to recent concerns about AI-driven cyberattacks. He pointed out that open models have helped defend against multiple attacks and that in the future, they could fend off millions of attacks daily, believing that AI will fundamentally strengthen cybersecurity.Delangue proposed three recommendations: mandatory sharing of traces from intelligent agent attacks and incident disclosure; keeping AI cyberattacks illegal and imposing severe penalties; and equipping defenders with open models to narrow the gap in offensive and defensive capabilities. He advocated for accelerating AI development rather than slowing it down at this stage.

According to Jinshi, the U.S. Department of Defense's emergency funding request of $67 billion for this fiscal year includes more than $10 billion for the purchase of "Patriot" missiles and the "THAAD" missile defense system. Among them, $5.75 billion is allocated for the procurement of "THAAD" missiles, and $5.57 billion for the additional purchase of "Patriot" missiles. In addition, the procurement list also includes $1.9 billion for "Standard-6" missiles and $1.3 billion for "Tomahawk" cruise missiles, as well as $692 million for the procurement of "precision strike missiles." With the U.S. military's operations in the Middle East, concerns have been raised about the status of weapon inventories.

According to The Block, Cardano founder Charles Hoskinson stated that quantum computing could pose a significant challenge to Bitcoin's governance capabilities. If the Bitcoin network cannot coordinate the necessary upgrades, BTC may lose its status as the largest cryptocurrency asset globally.Hoskinson mentioned that the problem with Bitcoin is that it is "frozen in time," making any changes very difficult. He believes that the early disappointment with Bitcoin's lack of flexibility was one of the reasons that led to the birth of Ethereum.

According to BBX data, yesterday the global digital infrastructure and cryptocurrency reserve companies welcomed significant developments in capital operations, technology security, and treasury clearing. The core content is as follows:Satsuma shareholders overwhelmingly approved the liquidation of Bitcoin and delisting: Shareholders of Satsuma Technology, the second-largest publicly listed Bitcoin reserve company in the UK, voted with a high approval rate of 90% to approve the sale of all 668 BTC (fair value approximately $43.5 million), return capital to investors, and delist from the London Stock Exchange (LSE). According to the timeline, the company is expected to cancel its listing on September 14, 2026, with fund clearing and CREST transfers to be completed by September 28. The company's Bitcoin treasury strategy lasted less than a year, and its stock price has fallen over 99% from its peak.Ionic Digital received SEC approval for direct listing on July 28: Digital infrastructure company Ionic Digital officially announced that its S-1 registration statement has been formally approved by the U.S. SEC and is expected to begin trading its Class A common stock on the Nasdaq Global Select Market on July 28, with the stock ticker "IOND." This listing will adopt a direct listing model, and the company will not publicly offer any new shares. Ionic Digital's core business focuses on providing next-generation data center solutions for AI and high-performance computing (HPC).Galaxy launches a $5 million "Bitcoin Quantum Readiness Initiative": Digital asset giant Galaxy announced the launch of the "Bitcoin Quantum Readiness Initiative," intending to invest up to $5 million in developer funding to promote the evolution of the Bitcoin network towards quantum attack resistance. The initiative consists of three core components: first, funding the development of post-quantum cryptography (PQC) solutions; second, conducting specialized research on quantum computing and network security by Galaxy Research; third, forming an expert advisory committee to advance academic discussions on the underlying roadmap.

According to market news, Bitcoin Treasuries.NET posted on platform X that shareholders of the UK Bitcoin treasury company Satsuma Technology, supported by Mark Moss, have voted to sell all of their remaining 668 BTC, return capital to shareholders, and close the company.

The European Central Bank has requested banks to develop plans to address the growing cybersecurity threats posed by cutting-edge AI models such as Anthropic's Claude Mythos. In a letter to the chief executives of banks, the ECB's chief supervisory officer, Claudia Buch, asked lending institutions to submit action plans by the end of October.She urged banks to accelerate software patch updates, strengthen AI-driven cyber defenses, and enhance oversight of third-party vendors, while emphasizing that banks need to modernize their infrastructure in the long term. Buch stated, "The ECB calls on all significant institutions to immediately assess the impact of the evolving threat landscape and develop comprehensive action plans outlining specific measures to strengthen relevant controls." ECB President Christine Lagarde warned last month that artificial intelligence could lead to a financial crisis and stated that bank CEOs need to ensure they are prepared and recognize that countermeasures require substantial investment. The ECB has conducted cyber attack tests under severe scenarios on 109 banks, and most of the vulnerabilities identified have been addressed.

According to The Block, as the price of SOL rose by about 9% on Friday, the stock prices of several Solana digital asset treasury companies also surged significantly. Sol Strategies saw an intraday increase of 22%, reaching $1.20, outperforming other crypto treasury stocks.Other Solana digital asset treasury companies also recorded notable gains. Forward Industries rose as much as 12% to $4.03, SkyAI increased by 11% to $1.07, DeFi Development Corp. climbed 10% to $2.73, and Solana Company also rose by over 10%, peaking at $1.65.This round of increases was also driven by expectations of index inclusion. Several digital asset treasury companies, including the largest Solana treasury company Forward, will be included in the Russell index after the market closes on Friday. The two major Ethereum treasury companies, Bitmine and SharpLink, will also be included in the relevant Russell index, while the smaller Solana treasury company Upexi will enter the Russell Microcap.

According to a report from Xinhua News Agency citing Iranian media on the 21st, the Iranian delegation has protested to the U.S. side regarding President Trump's recent verbal threats and is currently formulating an appropriate response plan.

Circle released a quantum security white paper, proposing a phased upgrade plan covering Arc, USDC, smart contracts, and the validator system to address potential security risks posed by future quantum computing.

According to the official announcement, the second phase of the Gate contract points lottery has officially started, with two major prize pools set up.Among them, users holding Gate contract points ≥50 can consume 20 points to participate in the 20 GUSD lottery, with a total of 5,000 winning spots; users holding points ≥40 can consume 20 points to receive a 100 USDT position experience voucher, with a total of 3,000 spots available.In addition, participants must upgrade the Gate App to version 8.18.0 or above to participate, and the web version is also open. The GUSD lottery time is from May 15, 18:00 to May 18, 18:00 (UTC+8), and the voucher prize pool redemption time is from May 18, 18:00 to 23:59 (UTC+8). Rewards are expected to be distributed to user accounts within 1 hour after the event ends.

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.

The cryptocurrency market is strengthening in sync with global stock indices, and risk assets continue to show an upward trend. As of this morning, BTC has firmly stood above the key support level of $81,000 and is showing a sustained upward trend.Meanwhile, major global stock indices are performing strongly, with several core indices reaching historical highs this week. According to data from the Gate platform, SPX500 (S&P 500 Index) reached a peak of $7,314.55 during trading, setting a new historical high, and is currently reported at $7,274.36; NAS100 (Nasdaq 100 Index) is currently reported at $28,211.46, with a 24-hour increase of 1.73%; JPN225 (Nikkei 225 Index) is currently reported at $387.33, with a 24-hour increase of 2.21%, indicating a continued warming of global risk appetite.Against this backdrop, the inter-market asset correlation has further strengthened. Gate has launched the world's first index perpetual contracts, currently offering 15 trading pairs that cover major global stock indices and volatility indices, fully supporting USDT settlement and 24/7 continuous trading. At the same time, the platform has expanded to include various traditional financial assets such as stocks, metals, foreign exchange, and commodities, continuously building an integrated derivatives trading system that coordinates cryptocurrency assets with TradFi.

According to FinanceFeeds, Alex Thorn, the research director of Galaxy Digital, stated that as advancements in quantum computing hardware accelerate, the Bitcoin community is shifting from decentralized debates to forming a preliminary consensus on quantum threats. The core direction is to gradually introduce post-quantum cryptography (PQC) through soft forks, achieving an upgrade of the address system and long-term security assurance.The report points out that the current Bitcoin signature mechanism, which uses the Elliptic Curve Digital Signature Algorithm, can theoretically be cracked by Shor's algorithm. Approximately 2 million BTC from early p2pkh addresses are at risk because their public keys have been exposed, facing the potential risk of "collecting first and decrypting later." The community tends to promote a "migration window" mechanism to guide users in transferring their assets to new quantum-resistant addresses, and after a multi-year grace period, to implement freezing or destruction of untransferred assets to prevent large-scale market impacts in extreme situations. Additionally, the consensus includes enhancing "cryptographic agility," which allows protocols to switch signature algorithms without interrupting the network.The current proposal leans towards a dual-signature mechanism that uses ECDSA and PQC (such as Dilithium) in parallel, ensuring security redundancy while facilitating a smooth transition. Analysts believe that this approach transforms the quantum threat from a "black swan event" into a manageable technological upgrade, helping to solidify Bitcoin's security foundation as a long-term store of value asset.

Researcher Dan Robinson from Paradigm proposed a new scheme called PACT (Verifiable Address Controlled Timestamp), aimed at protecting long-dormant bitcoins, including Satoshi's early addresses, from future quantum computing attacks.This mechanism allows users to prove their control over an address through a timestamp without the need to transfer assets or expose on-chain behavior. Once future quantum attacks occur, assets can be recovered in a quantum-resistant version of the Bitcoin network based on that proof. Compared to mandatory migration schemes (like BIP-361), PACT avoids the privacy exposure issues caused by actively transferring assets, providing long-term holders with a more flexible preemptive protection path.

According to Cointelegraph, the cross-chain protocol ZetaChain disclosed that the security issues involved in its recent approximately $334,000 vulnerability attack event had been reported in advance by researchers in the bug bounty program but were deemed "expected behavior" by the project team at that time and were not addressed.According to the official incident review, this attack originated from a combination of three design flaws that initially appeared to be independent and low-risk: the Gateway contract allowed anyone to send any cross-chain instructions; the receiving end could execute calls on almost any contract, and the blacklist restrictions were too narrow; some wallets retained unlimited approvals for a long time without being cleared. The attacker ultimately combined these flaws to instruct the Gateway to transfer tokens directly to their controlled address, thus completing the asset transfer.ZetaChain stated that this attack involved 9 transactions across four chains: Ethereum, Arbitrum, Base, and BSC, with the stolen funds all coming from wallets controlled by ZetaChain, and user funds were not affected. The official noted that the attack showed clear premeditation. The attacker funded the wallet through Tornado Cash three days before the attack and deployed a dedicated Drainer contract in advance, while also implementing an Address Poisoning attack.Currently, ZetaChain has begun pushing repair patches to the mainnet nodes, permanently disabling the arbitrary call function and changing the unlimited approval mechanism in the deposit process to "exact amount authorization."