Welcome to the 133th edition of Sharding Weekly!
2026/5/25 - 2026/5/31
Some Highlights:
🔸Trump says he will “never let crypto down.”
🔸The US military struck Iranian drones and a launch unit after Iran fired at a US commercial ship
🔸The US and Iran reportedly reached a deal to extend their ceasefire by 60 days, pending Trump’s final approval
🔸Former BoJ board member says a rate hike is likely in June
🔸Robinhood to launch AI agent trading for stocks and crypto
🔸Banca Sella becomes the first major Italian bank to offer crypto services
🔸ICE held multiple discussions with Hyperliquid to evaluate the onchain perps market
🔸FTX targets July 31 for its next creditor payout and seeks approval to unlock another $600m
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📰News
$BTC
•Strategy repurchased $1.5B of its 2029 notes at an 8% discount, boosting BTC Yield and lowering debt
•Vivek Ramaswamy’s ‘Strive’ buys 1,109 Bitcoin
•Sequans ends its Bitcoin treasury strategy and plans to sell its remaining 658 BTC
$ETH
•BitMine added 111,942 ETH last week
Others
•Treasury Secretary Scott Bessent says the U.S. has seized nearly $1B in Iran-linked crypto
•SEC grants Paxos approval to clear and settle securities on blockchain rails
•OKX’s X Layer launches Exchange OS for creating custom crypto markets
•SoFi officially launches access to its stablecoin for 15M users
•Mastercard secures a New York BitLicense to expand its stablecoin and blockchain settlement infrastructure
•@Pumpfun launches multichain trading with one wallet and SOL-powered gas sponsorship
•Samsung affiliates are acquiring a $408M stake in Upbit parent Dunamu
•Tokenized Pokémon card marketplaces hit a record $7.4M in volume ahead of the franchise’s 30th anniversary
•CFTC seeks to void Gemini’s $5M settlement, saying the 2022 case should never have been filed
•@Polymarket VP says KYC only applies to its early beta product, not the main platform
•Grayscale delays IPO plans
•Anthropic launches Claude Opus 4.8 with 3x cheaper Fast Mode pricing
•Jamie Dimon criticizes the Clarity Act and says banks will oppose it
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📖Good Reads
•@VitalikButerin - Ethereum Foundation’s Shift Toward Decentralization and Long-Term Resilience
•@TrustlessState - Why I Sold My ETH
•@dunleavy89 - Why Ethereum May Be Deeply Mispriced and What Most Investors Are Missing
•@brian_armstrong - 8 Key Upgrades Needed for the Future Financial System
•@Grayscale - Hyperliquid Breaks the Mold
•@cyrilXBT - @pmarca drops 17 massive AI predictions
•@stacy_muur - My gameplay for Web3.1
•@neuralunlock - How to Raise (A VC’s Perspective)
•@HFI_Research - We Are Going Full Speed Into The Wall
•@PanteraCapital - Pantera Blockchain Letter :: May 2026
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💰Crypto Fundraising
Infrastructure
AI
•@AIW3_official - $TBD Strategic investment from @Liquid_Capital_
•@Replit - $TBD Strategic investment from @Visa
DeFi
•@HypernovaX - 3m Pre-Seed led by @Lemniscap
Exchange
•@CoinoneOfficial - 53m Strategic
Analytics Platform
•@otomato_xyz - 2m Strategic led by @Improbableio
Compliance
•@getdidit - 7.5m Seed
Interoperability
•@squidrouter - 6m Strategic led by @NorthIslandVC
That’s all🥂
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Full content 👇
https://t.co/XqvqLWwfLe
It was great to join @BloombergTV this morning as we unveiled our new funds and talked about the future as we see it at Haun Ventures. Wonderful to chat with you, @CarolineHydeTV
真是用魔法打败魔法,有人直接用 GPT-image-2 AI 生成了张香港身份证,然后拿去KYC验证秒过!
验证界面直接弹出“你已通过验证,可信访问权限已激活”,还能点“前往 Codex”。第一眼觉得是 P 图,但结合最近趋势,这事越来越真实了。
另外视频是用Grok创作的法国女生,视频里连身份证都有着完美的反光再过一段时间,别说图片了,连视频也没办法相信。
各家平台的KYC机制是时候再升个级了,不然真要被AI按在地上摩擦了。