動區動趨 BlockTempo

馬斯克 (@elonmusk)人在北京，剛見完習近平，轉頭就在 X 上開嘲諷模式... 有人發文說：「資本家主張創造財富解決貧窮，社會主義者主張吃掉富人解決貧窮」 馬斯克直接回：「問題是他們吃完富人之後，就會餓死。」

5/15 穩定幣收益日報📊 🏛️ CEX 榜單： Top 1：@Bitget_zh 17.28% (USDGO / 限時至 5/13 ) Top 2：@okxchinese 14.00% (USDC / 期限至 7/20) Top 3：@binancezh 11.82% (U / 期限至 5-21) 其他關注 Binance 的 vbUSDC 來到 9.23%；OSL 雙穩定幣方案（USDGO/USDC）則守在 8.00%。 🌐 DEX 榜單： Top 1：Aave V3 (Ethereum) 23.32% (crvUSD)，遠超所有交易所。 Top 2：Pendle Finance (Ethereum) 11.73% (USDC) Top 3：Kamino Finance (Solana) 5.70% (USDC) 💡實戰配置小提醒 今日 Aave V3 的 23.32% 收益超有吸引力，已大幅超越 CEX。Binance 部分產品將於 5/15 到期 (USDC），請檢查帳戶是否已轉入活期，建議今日完成轉移。

@amitisinvesting Historically, Cramer’s bearish calls on IPOs have often become a contrarian indicator, that was the case with PLTR and CRWV, and CBRS may now be following the same pattern. x.com/BlockTempo/sta…

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. $CBRS Cerebras opened about 75% above its expected IPO price of $185, giving the AI chip company a roughly $100B market cap despite generating $585M in revenue last year. Ark Invest also bought 105,616 shares just one day after the IPO, adding more attention to the name. The momentum is set to continue with LeverageShares launching a 2x leveraged Cerebras ETF tomorrow morning. 2. President Trump submitted his latest stock purchase and sale disclosures to the White House Office of Ethics, with the filing reportedly spanning more than 100 pages and including thousands of trades. The disclosure is notable because it shows a sitting president actively trading individual securities rather than only holding assets like corporate debt, index funds, or Treasuries. Some of the names listed as purchases include $PLTR, $HOOD, $NVDA, $SOFI, $MSFT, $AAPL, $DIS, $V, $ULTA, $JPM, $COIN, $LYFT, $AMZN, and $RKLB. 3. The U.S. has approved around 10 Chinese companies to purchase Nvidia’s $NVDA H200, the company’s second-most powerful AI chip. Nvidia hit an all time high at $240 today. 4.Figure AI has been livestreaming its humanoid robots performing real warehouse-style package sorting tasks using its Helix-02 AI system. The robots pick up, scan, rotate, and place packages onto conveyor belts autonomously while operating for extremely long periods, including a reported 24/7 run after initially targeting an 8-hour shift. The livestream is meant to prove that humanoid robots can handle repetitive labor reliably and economically, rather than just perform flashy demos. Many viewers see it as one of the first convincing demonstrations of commercially viable humanoid labor, especially for warehouses and logistics. The robot has so far dealt with 34K packages live and has reached parity with a human worker that can do 3 every second. 5. The most traded stocks in the options market today were $NVDA with 5.0M contracts, $TSLA with 2.5M, $NOK with 889K, $F with 860K, $ONDS with 849K, $INTC with 814K, $AAPL with 752K, $MSFT with 736K, $MSTR with 670K, and $MU with 644K. 6. Semiconductor leverage flows surged, with $SOXL, the 3x long semiconductor ETF, taking in a record $1.03B on Tuesday. At the same time, $SOXS, the 3x short semiconductor ETF, saw $230M of outflows, its largest daily withdrawal since late March. $TQQQ also added $161M, its biggest inflow since March 31, but $SOXL inflows were more than 6x larger as traders concentrated bullish exposure in semiconductors. Since the March 30 bottom, $SOXL is up 354%, its strongest 31-day gain since launching in 2010, while the $SOX semiconductor index is up 68%, its third-best 31-day run on record. 7. Retail investors are buying stocks at one of the fastest paces in years. Year-to-date retail equity inflows are ahead of every comparable period over the last seven years except 2021, and after slowing briefly in March, retail buying jumped sharply in April. The week ending May 1 ranked in the top 2% of weekly retail inflows since 2019, and at the current pace, individual investor purchases could surpass the 2021 record as soon as July. Retail options activity is also elevated, with average daily volume now at 1.57x January 2024 levels, the highest since the October 2025 peak. 8. SpaceX could release its IPO prospectus as soon as next week, according to CNBC, after confidentially filing in April. The company’s roadshow is expected to start June 8, with SpaceX reportedly targeting one of the largest public offerings ever following its merger with xAI at a combined $1.25T valuation. The IPO could raise around $70B-$75B, which would be more than twice the size of Saudi Aramco’s record 2019 listing. 9. AI data center demand is putting pressure on power costs across PJM, the largest U.S. grid, which serves 67M people across 13 states and Washington, D.C. Wholesale power prices averaged $136.53/MWh in Q1 2026, up 75.5% from $77.78/MWh a year ago. Capacity costs rose 398.1% year-over-year, while congestion costs increased 300.4% to $2B. 10. Tech layoffs have now passed 100,000 in 2026, with TNW reporting cuts across roughly 250 events this year. LinkedIn is reducing headcount by about 5% despite 12% revenue growth, while Cloudflare is cutting more than 1,100 roles, or about 20% of its workforce. AI is becoming a major driver of the reset, with Challenger citing it as the top reason for job cuts in both March and April and linking AI to 49,135 announced layoffs so far this year. 11. President Trump said President Xi told him China will not supply military equipment to Iran and supports a peace agreement. Trump also said Xi offered to help mediate the situation and work toward reopening the Strait of Hormuz, a critical shipping route for global oil flows. 12. The CLARITY Act advanced out of the Senate Banking Committee today in a 15-9 bipartisan vote. The bill would create clearer federal rules for crypto, including when tokens are treated as securities versus commodities. Crypto stocks rallied on the news, including Coinbase, as investors viewed it as a major step toward regulatory certainty. The bill still is not law and needs full Senate approval, House reconciliation, and final passage. The main fights now are over stablecoin rewards, anti-money-laundering rules, and ethics concerns tied to political figures profiting from crypto. $BTC Bitcoin passed $81,000. WALL STREET IS THE GREATEST SHOW ON EARTH.

@jimcramer Last 3 times he warned about specific names + macro in same post: NVDA in Q1 ran 40%, Coinbase in Q2 ran 60%, Tesla in Q3 ran 35%. x.com/BlockTempo/sta…

Oil and S&P futures signaling same thing: Trump now has the go-ahead to do what he wants with Iran...Right on top of the excess of yesterday's big ipo....

美股反指標 @jimcramer 提到昨天的超大型 IPO 已經「極度過熱」， AI 晶片巨頭 Cerebras ( solana:4yEjcMiy6GAgrpWpUvhUXfaP1vQmJXfqJjEyxBSZpump )，上市首日暴漲 68%，募資 55.5 億美元。 反指標的示警有賺錢機會嗎？只能大家自己考慮😂 Cramer 針對油價、S&P 期貨提出警告，並表示川普對伊朗的行動隨時都可以進行... Claude 母公司 @AnthropicAI 和 @OpenAI 在 5/12 - 5/13 同步發聲明，任何未經批准的股票轉讓（包括 Solana 鏈 pre-IPO 代幣）一律無效。 Claude 代幣單日跌 45%，OpenAI 代幣跌 40%，一天蒸發 6,380 億美元，AI 公司親自終結幣圈 pre-IPO 狂歡，排隊中的 Kraken、Consensys 排隊要 IPO 的幣圈公司，現在股價（或 IPO 定價）的「下修壓力」變大。

@CBSNews Senator Slotkin may be worried about “giving away the farm,” but Jensen spent the day eating $2 noodles in a Beijing alley, leather jacket on, getting humbled by fermented bean drink. x.com/BlockTempo/sta…

Sen. Elissa Slotkin (D-MI) tells CBS News’ Major Garrett that Nvidia CEO Jensen Huang being included in the U.S. delegation to China reinforced her concern that the U.S. is “giving away the farm” on AI chips. “Why would we give an advantage to China when we know there's quite literally an arms race going on in the classified world on artificial intelligence?” she says. “I know that the president feels strongly about making a deal. I just don't want him to give away our national security in his desperation on a deal.”

@Eng_china5 Heard from friends in China that the zhajiangmian stop was Fang Zhuan Chang, one of Beijing’s best and most old-school spots for zhajiangmian. x.com/BlockTempo/sta…

Jensen Huang, the CEO of NVIDIA, broke away from President Trump’s schedule and headed straight into one of Beijing’s traditional hutongs to enjoy a bowl of zhajiangmian (noodles with soybean paste) from the famous Fangzhuan workshop.

黃仁勳沒跟川普，跑去北京胡同吃炸醬麵了🍜 老黃這趟北京行路線很接地氣，方磚廠炸醬麵吃完大讚，還跟店員合照。但喝了一口尹三豆汁後直接痛苦面具：「這是什麼東西啊」，下一秒立刻買蜜雪冰城解毒。 完整路線：炸醬麵 >豆汁（翻車）> 蜜雪冰城蜜桃四季春 >稻香村棗花酥 > 虎皮沾沾糕 > 吹糖人 黃仁勳跟台灣吃小吃的模式一模一樣，不過這樣很好，很親近的感覺

@nexta_tv Trade “agreements” = a bundled package of Boeing, agriculture, and chip licensing and this time, Trump once again squeezed a serious payday out of China. x.com/BlockTempo/sta…

⚡️ Trump is wrapping up his official visit to China and leaving Beijing Main takeaways from the Trump–Xi meeting: ▪️ Trump said the US had reached “fantastic trade agreements” with China. ▪️ The US president once again called Xi Jinping his friend, saying they have known each other for nearly 12 years and that he has “great respect” for the Chinese leader. ▪️ The two leaders also discussed Iran separately. Trump said Washington and Beijing have “very similar views” on the situation and that both sides are interested in keeping sea routes open and oil supplies stable: “We want this to end. And we do not want them to have nuclear weapons”. ▪️ During a walk around the residence, Xi promised Trump rose seeds as a gift. ▪️ China’s Foreign Ministry urged the US and Iran to move toward diplomacy and a settlement more quickly. ▪️ Beijing said the meeting helped advance US-China cooperation and “contributed to global stability.” The trade war now seems to have evolved into an exchange of compliments, roses, and joint photo ops. We'll see!

@cryptorover Trump is heading back to the United States. Ahead of the visit, China floated a preliminary offer, the “factory investment in the U.S.” proposal mentioned in the May 13 report. x.com/BlockTempo/sta…

HUGE: 🇺🇸 🇨🇳 PRESIDENT TRUMP SAYS US MADE FANTASTIC TRADE DEALS WITH CHINA. INSIDERS REPORT THESE DEALS COULD BE VALUED OVER $1,000,000,000,000. GOOD FOR MARKETS!

🇨🇳川普剛結束與習近平的兩天會談，登上空軍一號準備返回「漂亮國」。 離開前他在停機坪辦了個簡短儀式，然後開始吹噓「達成超棒的貿易協議」。另外他說兩人在伊朗問題上達成共識。

@zachxbt @LABtrade_ Sadly, some parts of the crypto space have become places where the last remaining value of retail investors is squeezed out.

@BlockTempo @LABtrade_ LAB team is extracting every way possible: >Rugging retail with private OTC / loans >Rugging retail with vesting changes for public sale >Rugging retail marketing rewards >Rugging retail with opaque active MM agreement >Rugging retail with no token distribution details

1/ An investigation into the opaque private loans/OTC, unilateral vesting changes, market maker coordination, unknown float, and >95% supply control behind $LAB's recent pump to $6B FDV. Here's why @LABtrade_ represents everything wrong with the current meta of retail extraction on major centralized exchanges.

@ai_9684xtpa 拉盤的全都是籌碼不在散戶身上的莊家幣...山寨季🥲 x.com/BlockTempo/sta…

虽迟但到， $LAB 终于站上跌幅榜榜首了📉 短时跌破 3 美金，24 小时最大跌幅达 50%，现价 $3.53 目前币安的 OI 还有 5750 万美元，值得注意的是：无论是大户多空比（37.94%:62.06%）还是多空人数比值（38.98%:61.02%），多头力量在暴跌后出现小幅增长，仍有人愿意相信故事没讲完啊

$LAB 今天終於當上跌幅榜冠軍，短時跌破 $3，24 小時最大跌幅 50%，現價 $3.53。 鏈上分析 ai 姨 (@ai_9684xtpa) 監測，「幣安」上的未平倉合約還有 5,750 萬美元。暴跌後多頭力量反而小幅增長，多空人數比 38.98% : 61.02%，大多數大戶也開啟空單。 暴跌後，社群現在大概分成兩派...😅 一派還是很樂觀，覺得這波只是「來回殺」，後面搞不好還能再創新高。有人在最低點被自動平倉後，反手直接買回去，說自己像是「剛好撿到錢」。 另一派就保守很多，覺得 $LAB 這種妖幣波動太誇張，能在上面穩穩賺到錢的，真的不是普通人，得是頂級交易天才。

又有交易所玩內線交易...🧐ZachXBT 指控 LAB 涉 CEX 操盤與內部人控盤：95% 供應量疑集中、Bitget 出現 1 億枚 $LAB 提領 內部人掌握超過 95% 供應、單方面改解鎖條款（3 個月 cliff 改成 9 個月）、OTC 折扣最高到 80%、月息 7.5% 私人貸款、做市商疑似配合拉盤。 LAB 由 Vova Sadkov 與 Mark 創立，代幣於去年 10 月 TGE。LAB 的代幣分配到現在還是很模糊。CoinGecko、CMC 上顯示的流通數據都不一致，官方也沒清楚說明真實浮動量。從鏈上資料來看，內部人可能掌握超過 95% 的 LAB 供應量。 最誇張的是 5/11-12 期間，10 個新錢包從 Bitget 提走 1 億枚 LAB（約 4.8 億美元）占流通量 32%，剛好就在價格暴漲後。 鏈上偵探 @zachxbt 還翻出 LAB 團隊，曾把 2.26 億枚代幣存進 Bitget，並把這套玩法跟 RIVER、RAVE、SIREN 等，過去被質疑的「交易所」操盤的幣相提並論。懸賞 1 萬美元徵求內部證據，直接呼籲 @Bitget_zh 、@binancezh、 @Gate_zh 凍結可疑收益或下架。

@BitPaine Trump and his circle have started buying into MSTR this time. x.com/BlockTempo/sta…

What terrifies me is if $MSTR were to sell one trillion dollars worth of $STRC and send bitcoin to $10 million. Imagine the dividend payments they would owe?

@antibearthesis Trump family trust Q1 just disclosed buying SOFI alongside MARA, COIN, MSTR, HOOD. x.com/BlockTempo/sta…

🚨JUST IN: DONALD TRUMP BOUGHT THE DIP ON $SOFI $HOOD $NOW $AMZN $ADBE $NVDA $WDAY $ORCL $MSFT $AVGO $UBER $AAPL $BA & $DELL

@oguzerkan Trump family trust Q1 just disclosed buying SOFI alongside MARA, COIN, MSTR. They're systematically loading every "hated" crypto adjacent name. x.com/BlockTempo/sta…

When the market hates a sector altogether, it’s time to look closer. Healthcare was hated last year. Those who bought $UNH and $OSCR printed money. The market hates fintech now. $SOFI is there trading at 15x 2028 earnings and the CEO is buying aggressively. Just saying…

@_FORAB 通常外國元首訪中是走人民大會堂，中南海是中共中央辦公地，能進去散步代表川普待遇不一樣。 x.com/BlockTempo/sta…

特朗普刚刚抵达中南海。 正式进行本次中美的第三天领袖会谈。 福克斯记者谈到，历史上仅少数几位美国总统，亲自应邀到访过中南海。

@EricLDaugh Zhongnanhai, the core seat of China’s State Council, has hosted U.S. presidents before, so it is not unprecedented for a foreign head of state to enter, though such access is extremely rare. x.com/BlockTempo/sta…

🚨 LMAO! President Trump at the sacred garden in China: “Nice place! I like this place! I could get USED to this!” 😂 Xi is wrapping up Trump's China trip with his own tour of Zhongnanhai 🇺🇸🇨🇳