News linked to both this project and an event.
Odaily News: Former US Congressman George Santos has reached a settlement with the US Commodity Futures Trading Commission (CFTC). The CFTC stated that Santos engaged in manipulative trading behavior while trading a prediction contract on Kalshi regarding whether he would attend the State of the Union address in February 2026, profiting over $17,500 from the trades.According to the CFTC's Friday announcement, Santos is required to pay $35,000 as part of the settlement, but neither admitted nor denied the regulator's findings.The CFTC stated that in the two weeks leading up to the State of the Union address, Santos repeatedly made public comments about whether he would attend the event, causing significant fluctuations in the price of the event contract. For example, while holding a "Yes" position indicating he would attend, he posted on X asking what he should wear to the State of the Union. Within hours, the price of the Yes position rose, after which Santos closed his position for a profit.The CFTC also alleged that Santos subsequently continued to post updates about his travel to Washington, D.C., including flights and train rides, and profited by trading back and forth based on market reactions to his public statements. The CFTC stated that Santos's conduct was intentional, or at least reckless. He traded in an event contract whose underlying outcome he could influence, and affected the contract price through misleading public statements or omissions of information, thereby profiting from his trading positions.Santos's attorney, Joseph W. Murray, stated in Friday's announcement that the State of the Union contract was Santos's first foray into prediction market betting.
: In response to recent reports that "AI stock god Leopold Aschenbrenner's Situational Awareness Fund is seeking new capital support," well-known investment research firm Citrini officially commented on X platform: "If you are an LP of Situational Awareness, you invested in the fund based on information from its offering memo, such as 'AI is the only thing that matters, and if you recognize this and wish to invest in a vehicle that expresses this view by going all-in long on the most leveraged expression of our most optimistic AI thesis in the stock market, then you invest.' Not just because you're bullish on AI, but because you believe Leopold is one of the few 'hundreds' / knows these 'hundreds' who will bring about the machine god by 2030. And then, over the next two years, this fund did exactly what it promised. And it went up. Probably over 20x, if I recall correctly.Again, in this scenario, you are the person who read 'Situational Awareness' (that paper) and said: 'Yes, I agree AI is more powerful than nuclear bombs and will turn the world upside down before the end of this decade. And I want to put my investment into the hedge fund version of that thesis.' Now those stocks have fallen, so the fund's assets have also fallen.Let me ask you—do these LPs look like the type of people who would turn bearish on AI just because SK Hynix dropped 50% in six weeks? The kind who likely view the level of tech optimism akin to 'I'm going long TQQQ' as normal people treat municipal bond fund investments?Yeah... I wouldn't expect many of them to be calling Mr. Ash Burner to complain right now. Some people don't realize how insane a 2200% gain since inception (2024) really is. To put it in perspective, if you invested $100 million when SALP launched and lost ninety percent (of those gains) in July, your investment would still be worth $230 million today.I think LPs are very likely to buy the dip. Situational Awareness will get the money they're asking for. And once the capital is in, they will unwind their (likely short-term) hedges because they won't face the risk of being liquidated by their prime broker. This means the market makers who sold them those hedges will have to delta-hedge their unwind on what could be a fairly significant notional exposure. At the same time, they will deploy these funds into what they see as 'the best buying opportunity since April 2025.' I don't think Leopold is in trouble; rather, it's more likely he can raise the capital he needs, meaning it's more probable Leopold triggers a market bottom than drives AI stocks lower.If there's something I'm missing that would cause this group of AI super-believers—who are likely still significantly profitable on their SALP investment—to decide they'd rather not buy the dip, then yeah, any stock that even smells of AI might head straight to hell. But... (that's not the reality).”
: Julian Schrittwieser, a technical staff member at Anthropic, recently posted on social media, joking about the shift in attitude some tech giants have shown towards "open source" in recent years. He expressed anticipation for Nvidia and Microsoft to further open up their core technologies, stating: "It's great to see Jensen Huang become a supporter of open source. Looking forward to the open-source release of CUDA and GPU drivers. Also looking forward to Satya Nadella supporting open source, hoping to see Windows and Microsoft Office open-sourced in the future."Julian Schrittwieser also responded to external speculations that he opposes open weight models, indicating that this interpretation is inaccurate. He believes that open models can actually play an important role in many scenarios. However, Schrittwieser pointed out that what is interesting is that some companies, which have long been very cautious or even opposed to open source in the past, are now rapidly shifting towards supporting open ecosystems.In recent years, with the intensification of competition in artificial intelligence, open-source models, open weights, and developer ecosystems have become critical areas of competition in the tech industry. Companies including Nvidia and Microsoft have continuously emphasized their support for open ecosystems. However, the definition of "open" remains controversial within the industry—some companies open up model interfaces, toolchains, or ecosystems, while their core commercial assets remain closed source.Julian Schrittwieser's remarks have also sparked discussion, focusing on whether the "selective open sourcing" promoted by tech giants represents genuine openness or a new ecological competitive strategy.
: Fox Business crypto reporter posted on X platform that the National Fraternal Order of Police, one of the key law enforcement groups involved in the negotiations for the Blockchain Regulatory Certainty Act, now supports the latest version of the Clarity Act, stating that the revised BRCA wording addresses their previous concerns and preserves law enforcement’s ability to investigate crypto crimes. In the latest version of the bill released on Wednesday, the BRCA content remained unchanged, so it is unclear what specific changes the group is referring to.
that, according to DeFi researcher @Zun2025 posted on X platform, "MetaMask hired a DPRK-linked hacker as a developer without even conducting a proper background check that could have revealed his identity.The hacker's GitHub username is imyugioh, and he has been publicly listed on the Lazarus Group website since September 2025, yet MetaMask still hired this individual in March 2026. Source: lazarus.group/team/mauro-liu. Imagine that one of the largest wallets granted core code repository access to someone already on a publicly known list of DPRK hackers. Now think about what might happen to those small protocols with absolutely no security teams."Earlier reports stated that a North Korean hacker, Tyler Knapp, infiltrated the MetaMask team. He entered MetaMask through a long-term cooperating human resources supplier via an outsourcing arrangement, bypassing the background checks of the company's direct recruitment process. He worked at the company for a month and participated in the development of the wallet's fiat on/off ramp functionality. During this period, his IP address and behavioral anomalies were detected by the company's security monitoring. The company immediately revoked all his access permissions and suspended the release of all products he had worked on. No substantial data or financial losses have been caused so far.
Last year, U.S. President Donald Trump posted "very big and exciting news" on his Truth Social platform. This came just after computer chip manufacturing giant Nvidia (NVDA.O) announced plans to build AI supercomputers in the United States. In a post on April 15, 2025, Trump promised his over 9 million followers that "all necessary permits will be expedited and promptly delivered to Nvidia and similar companies."However, what Trump did not disclose at the time was that, just days earlier, he had purchased between $200,000 and $500,000 worth of the company's stock. An investigation by CNN found that Trump had promoted over 20 companies on his Truth Social account days after buying their stocks—sometimes announcing government actions that could benefit the very companies he had just invested in. The White House strongly denied that Trump had ever used his position for personal gain, stating that all his actions were intended to benefit the American public. White House officials said all of the president's stock trades were handled by external financial managers, and that Trump and his family had no control over specific transactions. (CNN)
Odaily News, Fox Business crypto reporter posted on platform X, stating that it is currently unclear what this means for the BRCA clause, nor whether other modifications will be made to the version passed by the Senate Banking Committee. Law enforcement support has become a key factor in the bill's negotiations, with some Democratic senators, including @CortezMasto and @MarkWarner, indicating they hope to address law enforcement's concerns before the full Senate supports the legislation.
Odaily Planet Daily reported that the U.S. Bureau of Economic Analysis (BEA) recently announced adjustments to some calculation methods for the Personal Consumption Expenditures Price Index (PCE). The relevant changes are expected to be reflected in the data revision scheduled for release on September 30, 2026. Market estimates broadly indicate that this adjustment will likely lower the core PCE inflation rate by approximately 0.2 percentage points. Current data shows that over the 12 months ending May 2026, core PCE inflation stood at 3.4%, remaining above the Federal Reserve's 2% target since March 2021. The BEA's primary adjustments this time focus on three specific sectors: portfolio management and investment advisory services, computer software and accessories, and legal services, modifying their respective price calculation methods.Former Federal Reserve Governor Miran stated in a speech last December that "some of what should have been recorded as an increase in the quantity of service consumption has instead been recorded as a price increase." In May of this year, Miran, along with Fed economists Alessandro Barbarino and Anthony M. Diercks, published a paper analyzing the shortcomings of existing statistical methods, including issues with the measurement of products like portable storage devices and video games. JPMorgan economist Abiel Reinhart remarked, "‘Grand Theft Auto 6’ might also have a chance to influence the U.S. Treasury yield curve."
Open Standard, the consortium behind Open USD, has been accused of listing companies such as Samsung Electronics as supporters of the OUSD stablecoin project without their consent.Tony Chung, Head of Blockmedia’s BD division, stated that Samsung Electronics said no formal discussions had taken place and that it was unclear what role it would play in the project.Shinhan, Dunamu, and K Bank stated that Open Standard had inquired about their interest in participating, and they merely indicated they would "consider" it, only to later find their names listed as consortium members.Tether advisor Gabor Gurbacs noted that some of the listed partners claimed they had never signed or agreed to anything.Circle co-founder and CEO Jeremy Allaire commented, "Integrity matters." OUSD is expected to launch later this year. (Bitcoin.com News).
according to on-chain sleuth Specter's monitoring, Arthur Hayes once promoted what he called the "Holy Trinity"—HYPE, ZEC, and NEAR—predicting that HYPE would reach $150. He also published a Substack article promoting HYPE. A few days later, Arthur Hayes sold all three tokens.Subsequently, Arthur promoted WLD, posting "This shitcoin is going to moon." Three days later, Arthur Hayes announced "I'm out."After that, Arthur promoted CARDS with a target price of $4. One day later, a linked wallet deposited 1.9 million CARDS into an exchange.In 2024, Arthur promoted ENA and, approximately one hour later, deposited ENA worth $8.4 million into a CEX.
Blockchain analysis firm Chainalysis has released a new methodological proposal aimed at establishing a unified on-chain fund tracking standard framework for law enforcement agencies and investigators to identify address clusters and determine their probable control relationships.The proposal defines the on-chain analysis structure in the form of an "ontology," centralizing the systematic decomposition of the currently industry-wide non-standardized concept of "cluster" (address clustering) into wallet segments and functional roles. It describes on-chain relationships through a two-tier structure: the first layer defines the transaction graph structure, and the second layer assesses the inferred confidence level.Chainalysis states that the framework aims to enhance the interpretability and legal applicability of on-chain forensic methods and has been validated through its practical experience in cases related to the U.S. Department of Justice, including analysis applied in the Bitcoin Fog mixing service case. The company's Chief Scientist, Jacob Illum, noted that the proposal's goal is to answer "on what evidentiary basis can these addresses be considered to belong to the same entity," but emphasized that on-chain analysis alone cannot directly identify end-user identities and must still be combined with legal investigative methods involving centralized entities such as exchanges.Chainalysis stated that the standard proposal is currently open for industry discussion, aiming to promote a more unified technical standard for on-chain analysis methods in the fields of law enforcement and compliance. (CoinDesk)
Odaily, "White-Haired Stock Guru" Serenity posted on X, reviewing his past experiences where his investment views faced skepticism. He stated that many original investment ideas initially face strong opposition, but ultimately the market becomes the standard for judging right and wrong. He has faced significant criticism for being bullish on several companies, for example:$AXTI: Early on, it was questioned as a "scam company," and related discussions even led to a ban from Reddit's WSB forum. However, it later received coverage from Reuters, and the performance of the Indium Phosphide (InP) substrate industry company, along with institutional investor validation, confirmed its logic.$RPI: Initially labeled a "meme stock" by the market, analysts believed it lacked fundamentals. However, earnings reports showed the company's future revenue growth expectation reached 58%, and it was subsequently re-evaluated as a high-growth AI hardware company.$SIVE: Once considered a "meme stock" by numerous investors, it later gained institutional buying support, including attention from Fidelity Research, JPMorgan Chase, and others, and announced partnerships with companies like Jabil and GlobalFoundries.Serenity stated, "The market will ultimately decide what is right or wrong, not the angry comments or posts on X (formerly Twitter)." He added that as each investment thesis gets validated one by one, the eventual market performance overshadows the early noise. He also listed several other cases that were initially doubted but later gained market recognition, including:$AAOI: Near $30, management was questioned as "untrustworthy";$LITE: At $300, the photonics industry was considered to be in a bubble;$RKLB: At $20, it was dismissed as just a low-revenue launch company;$HOOD: At $20, it faced negative sentiment due to the GameStop trading restriction incident;$IQE: Considered just a small UK company lacking partnerships in the photonics field;$SOI: Analysts at a European bank considered its valuation too high;$NBIS: Questioned for having no competitive moat;$INTC: The market thought it couldn't compete with TSMC;$MRVL: The market feared its ASIC market share would be taken by Broadcom;$AEHR: The market misinterpreted its earnings report, thinking the company lacked revenue;$EWY: The market believed the South Korean semiconductor cycle was in a bubble.
"Fed Whisperer" Nick Timiraos stated that there are three key points to watch in Warsh's first Fed meeting as chair:1. Will the "easing bias" language be removed? And if so, what will replace it? Since 2024, a sentence in the policy statement regarding "additional adjustments" has been signaling to the outside world that the next move in interest rates is more likely to be a cut than a hike. This language sparked dissent at the last Fed meeting and now appears increasingly untenable. Removing it could satisfy everyone: hawks want it gone, and Warsh can tout the move as a reform rather than a signal of a hawkish turn. Even Trump previewed this move during Warsh's swearing-in ceremony.2. Will the "dot plot" take over as a guidance tool? Who will predict a rate hike? The Fed will release its first interest rate projections since March; at that time, 12 of the 19 officials expected at least one rate cut in 2026. Now, most expect no cuts. I'm watching how many predict a hike—and whether Warsh, long skeptical of the dot plot, will submit his own projection or downplay its significance by not voting on it.3. How will Warsh communicate during the press conference? The Fed Chair's words can move markets only if people believe he commands a majority—that his words represent the committee's direction, not just his own views. Warsh leads a divided group that he may not fully control. If he faithfully conveys his colleagues' views, he can begin building the authority to speak for them; if not, colleagues will express themselves elsewhere (e.g., through dissenting votes). Under a chair inclined to reduce signaling, those "dissents" themselves may become the tools for sending signals. (Jinshi)
a16z crypto has stated in an article that the crypto industry is entering the so-called "Show Me era," where the market and media no longer accept projects relying solely on vision and whitepapers but demand real data and verifiable product deployment. In the past decade, crypto projects often depended on a "vision is the product" logic, gaining market attention through whitepapers, token narratives, and proof-of-concept. However, as regulatory scrutiny intensifies, negative industry incidents increase, and institutional players enter the space, this model is becoming obsolete. Simultaneously, the accelerated entry of traditional financial institutions into the crypto field is significantly raising the industry bar, including BlackRock's tokenized money market funds, Fidelity's ETF initiatives, and JPMorgan Chase's advances in on-chain settlement and building its own blockchain network. This makes "real products and actual usage" the new competitive standard.a16z crypto summarizes the current industry standard as a "proof-first" mechanism, requiring projects to demonstrate clear product usage data, on-chain transaction volumes, genuine user growth, and sustained retention, rather than merely intentions to partner or conceptual roadmaps. The firm emphasizes that "partnership announcements" no longer constitute valid signals; they must be accompanied by actual integrations and verifiable data. Meanwhile, user growth, on-chain activity, revenue curves, and third-party verification have become core evaluation metrics. The article further introduces the concept of a "proof stack," where projects need to convert narrative into credible product facts through a multi-dimensional chain of evidence — real users, independent verification, on-chain data, and established partnerships.a16z crypto believes that the industry's communication logic has shifted from "what you are doing" to "what you have already accomplished." It emphasizes that while narrative and vision remain important, their weight has dropped from approximately 80% in the past to 20% now, as the industry officially enters a competitive phase centered on results.
Gracy Chen, CEO of Bitget, announced that Bitget’s new product, RealityFi (@RealityFi_xyz), directly connects to licensed broker-dealers registered with FINRA and members of the Securities Investor Protection Corporation (SIPC). This enables orders to flow straight into the native order books of NASDAQ and the New York Stock Exchange (NYSE), fundamentally resolving the liquidity fragmentation and severe slippage issues plaguing existing tokenized U.S. equities products—and delivering “what you see is what you get” execution prices. The product supports 24×5 trading hours, with plans to expand to 24×7 continuous trading. Pre-market and after-hours liquidity matches that of established brokers, utilizing compliant off-market channels. RealityFi is a pure spot product—offering no leverage and zero liquidation risk. In its initial phase, over 30 U.S. equity tokens will be listed, scaling to more than 100 within one to two weeks. These will include popular stocks such as Apple, Tesla, and NVIDIA, as well as major index ETFs like SPY and QQQ. The corresponding rTokens will begin rolling out in early June.
Odaily Planet Daily reported that Bitcoin News posted on X platform, stating that Senator Lummis said that if the Clarity Act is not passed during this Congress, US software developers will again become targets of lawsuits in the near future simply for releasing code. That's what's at stake.
prediction market platform Kalshi has announced support for the establishment of a new prediction market lobbying organization, Americans for Fair Markets, and has appointed Taylor Budowich, former White House Deputy Chief of Staff under the Trump administration, as a strategic advisor. The organization will confront the sports betting and casino industries, which it alleges are "trying to maintain their monopoly and spread misinformation about prediction markets to policymakers."According to reports, Americans for Fair Markets will push for federal-level regulatory policy for prediction markets and launch paid advocacy campaigns to counter what it calls "false narratives" about the industry. The organization will also join a broader industry lobbying camp, including the Coalition for Prediction Markets, which was founded in December 2025 with support from Coinbase, Crypto.com, and Robinhood.On the same day, the U.S. House of Representatives launched an investigation into Kalshi and its main competitor, Polymarket, focusing on how the platforms handle insider trading issues. As prediction markets face increased scrutiny in the United States and globally, related regulatory controversies continue to escalate.Kalshi stated that the new organization will support the U.S. Commodity Futures Trading Commission’s (CFTC) regulation of prediction markets and will advocate for KYC requirements, a ban on insider trading, and restrictions on markets related to violence and terrorism under a federal regulatory framework. John Bivona, Head of Government Relations at Kalshi, said: "We will not be outspent or out-organized by established interests trying to protect their monopoly." (Cointelegraph)
Eleanor Terrett disclosed that after members of the U.S. Senate Banking Committee submitted over 100 amendments to the CLARITY Act last night, the DeFi Education Fund (DEF) is tracking what it calls "anti-DeFi amendments" among them. It is urging supporters to pressure senators to oppose these amendments before the bill is considered tomorrow.According to DEF, these amendments come from Democratic Senators Catherine Cortez Masto, Andy Kim, Chris Van Hollen, Elizabeth Warren, and Jack Reed. They involve weakening the Blockchain Regulatory Certainty Act (BRCA), limiting protections for non-custodial software developers and DeFi frontends, adjusting tokenization provisions, and expanding BSA/AML obligations for developers and digital asset companies.
Nick Timiraos, known as the "Fed Mouthpiece," wrote in The Wall Street Journal that the discussion within the Federal Reserve regarding the interest rate path has undergone a noticeable shift. The focus is no longer primarily on when to restart rate cuts but has begun to consider under what conditions rate hikes might be necessary again. Since the Fed began releasing policy statements in 1994, disagreements over how to describe the policy direction—rather than actual rate changes—have been rare.Three regional Fed presidents, including Dallas Fed President Lorie Logan and Minneapolis Fed President Neel Kashkari, opposed retaining the wording "the next move is more likely a rate cut" at this week’s policy meeting, arguing that the next rate adjustment could be either a hike or a cut. Outgoing Fed Chair Jerome Powell stated that the committee is gradually shifting from a "rate-cut bias" to a "neutral stance" and noted that if rate hikes become necessary in the future, the Fed would first move to a neutral position before signaling increases. (WSJ)
The Odaily Seer Channel has monitored that today DeepSeek officially announced the release of a preview version of DeepSeek-V4. However, on Polymarket, the specific release date of DeepSeek V4 has become the subject of three rounds of UMA dispute arbitration.The reason lies in the settlement rules for this event, which state that only versions representing the core version evolution of the DeepSeek V series, and which are “explicitly positioned as the successor to DeepSeek-V3,” meet the criteria. Other models, such as derivative models (e.g., “V4-Lite”, “V4-Mini”), task-specific models, R-series reasoning models, and experimental or preview versions (e.g., “V4-Exp”, “V4-Preview”), do not qualify if they are not positioned as new flagship V-series models.Therefore, some opponents argue that what DeepSeek officially released today is the V4-Preview version, not the official V4, and that “DeepSeek V4 was released on April 24” should be settled as No, not Yes.The Odaily Seer Channel continues to monitor the prediction market, observing changes before prices are set.