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ChainCatcher news, Delphi Digital pointed out in its latest post that WETH, USDT, and USDC are the three largest lending markets in the Aave Ethereum market, accounting for 89% of the total borrowing volume. Supply rates in these three markets are about 25%-35% lower than borrowing rates, resulting in an annualized deadweight loss of about $52 million, nearly half of Aave's annualized revenue in the first quarter. Even if the Reserve Factor were completely removed, there would still be a loss of about $36 million. Delphi argues that Aave's peer-to-pool model has a clear structural flaw here. The attack on the KelpDAO bridge on April 18 further exposed this issue. The attacker used $292 million in rsETH to leverage borrowing on Aave, resulting in nearly $200 million in bad debt on Aave and a 100% utilization freeze on major markets such as WETH for up to 5 days.

According to ChainCatcher news, Ondo Finance posted on social media that its total tokenized stock locked volume (TVL) has exceeded $1.5 billion and is still maintaining a growing trend. In its Ondo Global Markets, the top five most actively traded assets currently include: Circle tokenized assets, S&P 500 ETFs, Micron Technology, NVIDIA, and a tokenized version of BlackRock iShares Bitcoin Trust (IBIT). According to the data, the above five types of assets together account for about 25% of the share of the tokenized stock track, reflecting that the market is rapidly concentrating on a hybrid structure of "US stock + ETF + crypto assets", and continues to expand the scale of chain mapping of the traditional US stock market.

According to ChainCatcher news, Crypto financial services company Galaxy has obtained a BitLicense from the New York State Department of Financial Services (NYDFS), according to The Defiant. It is reported that BitLicense is one of the most stringent licenses in U.S. state crypto regulation, with extremely high requirements for applicants in terms of compliance, capital, and operations. With this license, Galaxy can legally provide cryptocurrency-related services, including trading, custody, and other businesses, in New York State.

According to CoinDesk, former OpenAI researcher Leopold Aschenbrenner has increased his disclosed investment from $5.5 billion to $13.67 billion as of March 31, 2026, and has bought shares of Bitcoin mining companies and AI infrastructure companies on a large scale. Its key holdings include mining companies such as IREN, Core Scientific, Riot Platforms, CleanSpark, Bitfarms, Bitdeer, and Hive Digital, betting that its power resources and data center capabilities will benefit from the growth in demand for AI computing power. At the same time, it also opened about $7.46 billion in semiconductor short positions, including large put options on the VanEck Semiconductor ETF, NVIDIA, Oracle and Broadcom.

According to Coin.com, EU Economic Affairs Commissioner Dombrovskis said that due to the "stagflation shock" brought about by the Iran war, the EU will lower its economic growth forecast and raise its inflation forecast. He said the spring economic forecast released later this week will show a downward revision of economic growth data and an increase in inflation data. Dombrovskis said policymakers have "more limited room to act" and have little room for a fiscal response on a scale like during the pandemic. He also mentioned that the EU's action to release the Strategic Petroleum Reserve is underway, adding that there are concerns about supply shortages in areas such as innovative fuels. "The longer the conflict lasts, the greater the risk of certain supply bottlenecks, which further confirms our view that policy responses should not increase demand for fossil fuels," he noted.

According to ChainCatcher news, Aave has officially proposed a principal-retained charitable donation layer, allowing users to continuously donate the proceeds generated to charity while retaining control and liquidity of the principal. The proposal is currently undergoing a temp-check vote on the Aave governance forum. Its core is to solve the three major pain points of the traditional philanthropy model: donors need to permanently give up the principal, the unstable flow of funds for charitable organizations, and the lack of transparency in the use of funds. According to the proposal, users can deposit assets into yield-based infrastructure such as Aave and donate them in a targeted manner after earning income, while getting their principal back at any time.

According to Lookonchain data, the update on May 18 showed that the outflow of ETF funds was: Bitcoin (BTC) had a net outflow of 3,361 coins (about US$257 million) in a single day, a net outflow of 12,478 coins (about US$958 million) in the past 7 days, a net outflow of 26,151 coins (about US$552,300) in a single day, and a net outflow of 113 coins in the past 7 days. 035 (approximately US$2,387,300) while Solana (SOL) had a net inflow of 3,425 (approximately US$288,000) in a single day and a net inflow of 605,484 (approximately US$50.86 million) in the past 7 days.

According to ChainCatcher news, according to the latest bill signed by the Minnesota state government, local banks and credit unions can now legally provide custody services for crypto assets such as Bitcoin. The bill aims to provide a clear regulatory framework for financial institutions in the state to engage in digital asset operations and expand the coverage of traditional finance for cryptocurrency services.

Odaily Planet Daily News Goldman Sachs: The easing of geopolitical concerns has driven a sharp rise in the stock market and artificial intelligence sectors, but the downside tail risk is still underestimated. Goldman Sachs: The escalation of the situation in the Middle East is the biggest market risk. (Jin Shi)

ChainCatcher news, glassnode data shows that the current price of Bitcoin is around $76,700, and there are still more than 7.8 million BTC in a floating loss. Glassnode pointed out that the oversupply of buyers near cycle highs is still huge, and the market needs to fully absorb this part of the selling pressure to form a structurally sustainable uptrend.

According to ChainCatcher news, Solana development company Anza announced that it has officially recommended mainnet validators to upgrade to Agave 4. This upgrade introduces XDP for Turbine, QUIC-only TPU data access, a faster replay stage, and several SIMD features that will be activated this cycle. Anza said that production testing on large mainnet validators showed that XDP has reduced the Turbine retransmission latency from about 600 ms to about 0.8 ms, providing critical headroom for Solana to push towards the 100 million CU block. In addition, Agave 4 has completely removed UDP transaction access, and QUIC has become the only transaction submission method. PoH entry validation and ED25519 signature validation have also been moved out of the critical path and handled asynchronously to improve replay stage performance. This round of upgrades will also gradually enable a number of SIMD features, including p-token (an alternative to SPL Token that frees up about 13% of block capacity), Staking Program v5, SBPFv3 support, pre-funded account creation, and BLS12-381 syscall.

According to Iran's Tasnim News Agency: Sources close to the negotiating team said that although the United States has made some changes in the new document, substantive differences still exist due to the greed and lack of realism of the United States. Iran insists that the United States pay compensation for the war. Iran's frozen assets must be returned to the Iranian people in a clear and conclusive manner. (Jin Shi)

ChainCatcher news, Hangzhou Yunshen Technology Co., Ltd., a technology company focusing on embodied intelligent robots and their supporting products and solutions, released a prospectus. Among them, the company's revenue from embodied intelligent robot projects in 2025 will reach 322.3773 million yuan; the revenue of product component projects reached 11.9501 million yuan; the income from supporting services reached 2.573 million yuan. According to the resolution of the company's first extraordinary shareholders' meeting and the ninth meeting of the first board of directors in 2026, the funds raised in this offering are 250,2511,000 yuan, and after deducting the issuance expenses, it will be invested in embodied algorithm and model research and development projects, robot ontology and solution research and development projects, embodied intelligent robot industrialization projects, and embodied intelligent robot base construction projects.

According to Coinworld.com, the confidence of U.S. homebuilders has increased due to a sharp increase in demand at the end of spring. While higher mortgage rates, rising oil prices, and ongoing economic uncertainty due to the war with Iran continue to weigh on potential homebuyers, U.S. builders are doing better for their own businesses, expecting a growth boom in late spring. The National Association of Home Builders (NAHB) released a housing market index showing that the builder confidence index for the single-family market rose 3 points to 37 in May. However, if the index is below 50, it will be seen as a sign of pessimism in the market. Robert Dietz, chief economist at the association, said that the recent rise in long-term interest rates will continue to dampen demand for home purchases, and although the market in some regions is relatively strong, the housing market still faces serious affordability problems.

According to the official website of the Shanghai Stock Exchange, the IPO review status of Hangzhou Yunshen Technology Co., Ltd. has been changed to "accepted". (Jin Shi)

According to ChainCatcher news, according to Axios, Silicon Valley venture capital firm Playground Global has completed a $475 million new fund raising, which will focus on investing in startups in the fields of artificial intelligence, automation, advanced computing and deep tech. Founded by Android co-founder Andy Rubin and others, Playground Global has a long-standing focus on AI infrastructure, robotics, and hardware innovation. The new fund shows that driven by the boom in generative AI and automation, capital continues to increase its cutting-edge technology track. Headquartered in Palo Alto, Playground Global raised $410 million in its third fund in 2022. Its portfolio includes companies such as Agility Robotics, PsiQuantum, Skydio, Ultima Genomics, Virta Health, and Unconventional AI.

Odaily Planet Daily News According to official news, UNI AI is about to be officially launched. UNI AI is positioned as an on-chain super master for the AI 3.0 era, no longer just a traditional AI chat tool or content generation platform, but an AI execution system for real scenarios, promoting AI from an "auxiliary tool" to an "on-chain intelligent executor" through AI Agent, autonomous decision-making, on-chain interaction, intelligent payment, and task execution capabilities. UNI AI will build an intelligent ecosystem connecting AI, Web3, payment networks, and on-chain financial infrastructure around scenarios such as user life assistants, on-chain intelligent transactions, agent application incubation, cross-border payments, and global value flow. Meanwhile, payment network Masterpay Global announced that it has officially become a strategic investor in UNI AI. The two sides will carry out in-depth collaboration around AI execution systems, intelligent payment networks, on-chain financial infrastructure, cross-border value circulation and the global digital economy ecology, and jointly promote the integration of AI and global payment networks.

ChainCatcher news, according to CoinDesk, Kraken's parent company Payward announced its Q1 2026 results, showing adjusted revenue of $507 million, a year-on-year increase of 3%, and still achieved growth against the background of the overall downturn in the crypto market. According to the report, Payward's futures business performed strongly during the period, with average daily revenue transactions (DARTs) of futures increasing by 51% year-on-year, mainly due to the expansion of NinjaTrader, Breakout and derivatives business. However, the company's adjusted EBITDA fell to $18 million. Payward said it continues to invest in mergers and acquisitions, product development and regulatory infrastructure, rather than prioritizing short-term profits. According to the data, during Q1 2026, Bitcoin fell by 22%, the total crypto market capitalization shrank by 23%, and the industry's spot trading volume fell by 38%. In contrast, Kraken has performed relatively solidly in the bear market. Payward co-CEO Arjun Sethi said, "When other companies choose to shrink, we choose to stay invested. ” In addition, the company also disclosed that Kraken's spot market share has risen from about 3.5% in mid-2025 to 5.2% in March 2026; The platform's funding accounts increased by 47% year-on-year to 6.1 million, and the platform's assets rose to $40 billion.

According to Reuters: Iran's revised proposal calls for a permanent end to the war, the lifting of sanctions, and the reopening of the Strait of Hormuz, according to a senior Iranian source. Tehran will discuss the nuclear issue at a later stage. (Jin Shi)