137Labs Global

137 · Market Pulse ✨ 5-8 24H Highlights — Quick Overview 1、Prediction markets have become the crypto industry’s 4th largest revenue category, generating $25.1M over the past 30 days; 2、The U.S. launched strikes on Iran, escalating geopolitical tensions, though the ceasefire has not officially collapsed; 3、#BTC fell below the $80,000 level, while Ethereum declined and its share of total TVL dropped below 54%; 4、A U.S. trade court ruled Trump’s 10% global tariff policy illegal; 5、Coinbase reported a Q1 net loss of $394.1M, as the CEO pushes for business transformation; 6、The U.S. “CLARITY Act” could enter Senate review as early as next week; 7、The Fed extended its policy pause: the April 2026 FOMC vote split 8-4, the biggest division since 1992, with rates held at 3.5%–3.75% for a third straight meeting; 8、Macro updates: U.S. March consumer credit: +$24.86B MoM (vs. $12.25B expected) Mexico cut rates by 25bps to 6.5% Japan March labor cash earnings: +2.7% YoY Bank of England to pay dividends to the Treasury for the first time since the pandemic U.S. stocks closed lower: S&P -0.4%, Nasdaq -0.2% 9、#USD1 circulation reached $4.5B in less than a year after launch; 10、#Solv Protocol is abandoning LayerZero, migrating $700M in tokenized BTC to Chainlink; 11、ZachXBT announced a $10,000 bounty tied to market manipulation investigations, accusing projects including LAB of showing “highly suspicious price action.”

137 · Market Pulse ✨ 5-7 24H Highlights — Quick Overview 1、U.S. stocks closed at record highs, while Nvidia’s market cap climbed back above $5 trillion; 2、#BTC fell below $81,000, currently trading around $80,997, down 0.86% intraday; 3、Trump said a deal with Iran could be reached “within a week” as U.S.-Iran negotiations reportedly progress rapidly; 4、About 70 minutes before reports of a U.S.-Iran consensus emerged, the oil market saw an unusual $920M short position, with floating profits estimated at $125M; 5、Fed officials turned increasingly hawkish, warning inflation risks remain elevated and further rate hikes are still possible; 6、The White House aims to pass the “Digital Asset Market Clarity Act” before July 4, while updates on the U.S. Strategic Bitcoin Reserve are expected within weeks; 7、JPMorgan, Ripple, Mastercard, and Ondo completed the first XRPL-based cross-border tokenized Treasury settlement; 8、A proposal to unlock 62.2B #WLFI tokens passed with overwhelming support; 9、Elon Musk announced xAI will be renamed “SpaceXAI” and no longer operate as an independent company; 10、OKX plans to launch perpetual contracts tied to OpenAI, SpaceX, and Anthropic, expanding into Pre-IPO trading markets; 11、Circle’s USYC surpassed $3B in AUM, becoming the world’s largest tokenized money market fund.

📊 Market Pulse | May 6, 2026 – Key Overnight Developments (24H Recap) 1️⃣ ARK Invest said Robinhood is evolving into a financial super app, with growth increasingly driven by Gold subscription services rather than trading activity. 2️⃣ OpenTrade raised $17M, co-led by Mercury Fund and Notion Capital. 3️⃣ Andreessen Horowitz (a16z) led the Series A round for Tessera Labs, whose 6-person AI team reportedly replaces 60 SAP consultants. 4️⃣ The Claude app’s monthly active users surged 7.6× year-over-year to 85.8M, while downloads jumped 2,321%. 5️⃣ Google quietly shut down Project Mariner, a flagship product from Google I/O 2025, with service ending on May 4. 6️⃣ Moonshot AI has raised over $3.9B in six months, with its valuation quadrupling and cumulative funding now leading among China’s large-model startups. 7️⃣ Grok web added Connectors, integrating services including GitHub and Gmail, alongside custom connectors. 8️⃣ After selling its previous company to Advanced Micro Devices (AMD) for $665M, a founder launched quantum AI startup QuTwo, which reached a $380M valuation in its angel round. 9️⃣ DeepSeek reportedly saw its valuation double within weeks to $45B in its first funding round, led by major institutional capital. 🔟 A Gen-Z AI-focused trader reportedly achieved 10× returns on Sandisk-related positions, generating outsized gains from holdings exceeding $100M.

137 · Market Pulse ✨ 5-6 24H Highlights — Quick Overview 1、#BTC dipped below $81,000, hitting a low of around $80,990, down ~0.66% intraday; 2、Hyperliquid update: DAT holds ~9% of HYPE circulating supply; foundation unstaked 100,000 HYPE; 3、Geopolitics: The U.S. says the “freedom plan” for the Strait of Hormuz is paused short-term, but sanctions on Iran remain fully in effect; Trump hinted at potential actions inside Iran to secure nuclear materials; 4、Coinbase wrapped BTC supply reportedly reaches 90,000 BTC (~30% of market share); 5、#CME plans to launch cash-settled Bitcoin volatility futures (reportedly June 1); 6、Big Tech & AI: Google, xAI, and Microsoft agree to submit pre-release AI models for U.S. government review; 7、Google Cloud × Solana Foundation launch Pay.sh: enabling AI agents to pay per API call via stablecoins; 8、#Solana ecosystem: SoFi plans to issue a stablecoin; State Street × Galaxy introduce yield-generating stablecoin fund; 9、Anthropic reportedly plans to pay Google ~$200B over the next five years; 10、Macro & equities: New Zealand employment slightly weaker than expected; Korea CPI in line; U.S. stocks closed higher.

Market Pulse | Apr 30, 2026 – Key Overnight Developments (24H Recap) 1️⃣ Amazon CEO said its chip division could be worth $50B as a standalone business, with Trainium Gen4 fully booked. 2️⃣ Kite mainnet officially launched, introducing a Payments Layer designed for the agent economy. 3️⃣ Galaxy Digital reported a $216M net loss in Q1, while its stock still rose 5% against the trend. 4️⃣ SoFi Q1 earnings: officially launched SoFiUSD stablecoin minting, with $1.1B in net revenue. 5️⃣ The U.S. Securities and Exchange Commission (SEC) approved Nasdaq ISE to raise position and exercise limits for IBIT options to 1 million contracts. 6️⃣ Open-source editor Zed 1.0 released, rebuilt from scratch using Rust + GPU rendering, abandoning Electron. 7️⃣ Nvidia open-sourced its Cosmos-Reason2 (32B) physical AI inference model. 8️⃣ MARA will acquire Long Ridge, a natural gas power plant operator, for $1.5B. 9️⃣ ArbMe launched a Chrome plugin for Solana Axiom trading cashback, enabling users to earn SOL rebates. 🔟 A company linked to Donald Trump, AI Financial, acquired Block Street for $43M.

📊 Market Pulse | Apr 29, 2026 – Key Overnight Developments (24H Recap) 1️⃣ DeFi lending protocol Tropykus has shut down its current version, permanently disabling deposit and borrowing functions. 2️⃣ A former growth lead at miHoYo has launched an AI ad-agent startup LeapMind Growth, with CMC Capital leading its angel+ round. 3️⃣ EVAA officially launched E-Mode, ushering in a new phase of capital efficiency optimization. 4️⃣ The former Twitter CEO—previously removed by Elon Musk—has raised $100M to build a search engine designed for AI agents. 5️⃣ Claude has integrated with eight creative tools, including Blender, Adobe, and Autodesk, with Blender officially developing its own connector. 6️⃣ Latin American digital wallet platform Belo raised $14M in Series A funding, led by Tether. 7️⃣ Visa has integrated Polygon into its global stablecoin settlement program, which has reached $7B in annualized volume. 8️⃣ Galaxy Digital led a $20M round for Fence, aiming to modernize the $6T credit market infrastructure using blockchain. 9️⃣ Blockworks completed a Series A extension at a $192M valuation, co-led by ParaFi Capital and Rec VC. 🔟 Multisig protocol developer Squads raised $18M in strategic funding, led by Solana Ventures.

137 · Market Wind Direction ✨ 4-29 24H Highlights – Market Snapshot 1、Crypto liquidations reached $195 million in 24 hours: Long positions accounted for $129 million, proving once again that optimism is often the first casualty in leverage markets. 2、Pump.fun burns $370 million worth of PUMP: The platform also launched a one-year programmatic buyback-and-burn plan, allocating 50% of revenue toward token repurchases. 3、U.S. sanctions warning expands: The Office of Foreign Assets Control prohibited and warned against payments tied to “Strait of Hormuz transit fees.” Geopolitics now comes with compliance alerts attached. 4、#Robinhood Q1 crypto business declines sharply: Following earnings, shares dropped more than 6% in after-hours trading, reflecting weaker crypto-related performance. 5、LayerZero Labs backs DeFi United effort: The company pledged over 10,000 #ETH to support the Aave-led rescue initiative. 6、Funding round in RWA sector: Nuva Digital raised $5.2 million in seed funding, led by Morgan Creek Digital. 7、Bitwise view on BTC momentum: Bitwise Asset Management CIO stated that Strategy (including STRC) may be the single largest factor behind Bitcoin’s rebound, with upside potentially continuing. 8、Lightning Network expansion: Amboss launched RailsX, enabling self-custodial Bitcoin and stablecoin trading on the Lightning Network. 9、Market and equities update: Ethereum briefly broke above $2,300, while U.S. equities closed lower and crypto-related stocks broadly declined. Because one green candle never arrives without three conflicting signals.

📊 Market Pulse | Apr 28, 2026 – Key Overnight Developments (24H Recap) 1️⃣ Visa partnered with WeFi to launch on-chain payments and banking services. 2️⃣ Aave released an rsETH recovery plan, with DeFi United having already raised sufficient ETH to support the effort. 3️⃣ Data shows Bitcoin miners’ transfers to CEXs have dropped to a historic low, signaling reduced sell pressure. 4️⃣ Meta is preparing to unwind its $2.5B Manus acquisition, acknowledging that founders will be allowed to depart. 5️⃣ The Musk vs. Altman narrative resurfaces, with commentary noting that OpenAI has removed the original “three safeguards” once intended to constrain itself. 6️⃣ Over 600 employees at Google signed a petition urging Sundar Pichai to reject a classified Pentagon AI contract, echoing past internal protests. 7️⃣ DeepSeek extended the 25% discounted pricing period for its V4-Pro API through May 31. 8️⃣ Time Magazine named the Top 10 Most Influential AI Companies of 2026, with ByteDance, Zhipu AI, and Alibaba taking three spots. 9️⃣ Google has signed a classified AI contract with the Pentagon, though its security terms are reportedly not legally binding. 🔟 Gemini quietly rolled out file generation capabilities, enabling direct creation of PDF, CSV, and ZIP files, with Python sandbox export now supported.

137 · Market Wind Direction ✨ 4-28 24H Highlights – Market Snapshot 1、Geopolitical uncertainty rattled markets: #Bitcoin briefly fell below $77,000, with $395 million in liquidations across the market over the past 24 hours. Volatility remains the one truly dependable asset class. 2、U.S. stocks diverged, crypto-related equities declined: Coinbase (COIN) fell 1.86%, while Robinhood (HOOD) dropped 1.15%. 3、ZetaChain security incident: Its GatewayEVM contract was exploited, and cross-chain transactions have been temporarily suspended. 4、#Aave leads rsETH recovery effort: Under the “DeFi United” initiative, fundraising exceeded 132,000 ETH (over $300 million) to support recovery and rescue actions. 5、U.S. Strategic Bitcoin Reserve developments: White House advisors hinted at a “major announcement” within weeks, while related legislation has been renamed and advanced toward formal legal adoption. 6、#Solana Foundation adopts post-quantum solution: The ecosystem selected Falcon as its post-quantum signature scheme and completed the initial implementation. Because apparently normal cryptography anxiety wasn’t enough. 7、@Polymarket incentives launched: On the day of its CLOBv2 migration, the platform announced $1 million in liquidity rewards. 8、Amazon Web Services Bedrock expands access: Over the coming weeks, it will directly offer OpenAI models and launch a jointly developed runtime environment. 9、Large Polymarket betting activity: Two major wallet addresses reportedly placed a combined $470,000 on NBA spread markets. Speculation now comes with cleaner interfaces. 10、Japan macro data update: Japan reported a 2.7% unemployment rate for March, with a job-offers-to-applicants ratio of 1.18. Stable labor conditions, though economists will still find something ominous in it. Join our TG group and feel free to chat ♥ t.me/Labs137

📊 Market Pulse | Apr 27, 2026 – Key Overnight Developments (24H Recap) 1️⃣ Upbit partner KBank will test on-chain cross-border remittances with Ripple. 2️⃣ Meta’s acquisition of Manus has been ordered to unwind by regulators. 3️⃣ SpiderPool introduced a NAT distribution mechanism, marking the arrival of dual-layer rewards within a single Bitcoin block. 4️⃣ XMAQUINA announced its token DEUS will conduct a TGE on May 27. 5️⃣ Alibaba launched HappyHorse, offering 720P video generation in ~5 seconds starting from ~¥2.2. 6️⃣ Ant Group released Ling-2.6-1T, a 1T-parameter model optimized for low-token task execution. 7️⃣ Meta plans to power AI data centers from space, initially securing 1GW of capacity. 8️⃣ Spark reported $3.46M in net protocol surplus for Q1 2026. 9️⃣ Tether launched MDK, an open infrastructure layer for Bitcoin mining. 🔟 Hut 8 issued $3B in investment-grade bonds to finance AI data centers linked to Google.

137 · Market Wind Direction ✨ 4-27 24H Highlights – Market Snapshot 1、A macro-heavy week ahead: The Federal Open Market Committee interest rate decision will be announced this week, while major tech companies are set to release earnings. Markets get to pretend fundamentals matter again. 2、#Oil prices rise on geopolitical strain: Stalled U.S.-Iran talks and transportation constraints in the Strait of Hormuz pushed crude prices higher. Goldman Sachs raised its Q4 WTI Crude Oil target to $83. 3、Large token unlocks this week: Total unlock value is around $102 million, with Sui scheduled to unlock approximately $40.19 million on May 1. Supply pressure, because holders needed another thing to worry about. 4、White House Correspondents’ Dinner security fallout: Following the shooting/security incident, the suspect will face federal charges on the 27th, while multiple global leaders have issued statements. 5、Security breach: Scallop was reportedly exploited, resulting in the loss of 150,000 SUI. The team stated it will provide full compensation. A rare sentence in crypto: “users will be made whole.” 6、Treasuries & Fed focus: This week’s attention is on rate policy and U.S. Treasury auctions. Swap markets currently price in roughly a 40% probability of rate cuts before year-end. 7、#BTC ETF trend: Since January 2024, spot Bitcoin ETFs have recorded only 9 months of net outflows. Not exactly the behavior of fading institutional interest. 8、Coinbase premium remains positive: The Coinbase Bitcoin Premium Index has stayed positive for 18 consecutive days, signaling relatively strong U.S. spot demand. 9、Corporate treasury expansion: Nasdaq-listed Tron Inc. disclosed additional purchases of TRX, bringing its treasury holdings above 693.3 million TRX. 10、Conference spotlight: Pi Network will sponsor Consensus 2026 in Miami, with both founders expected to speak. Branding, visibility, and the endless pursuit of legitimacy.