Bitget UEX Super-IPO window open for the daily U.S. News; British Weeda is over-anticipated; oil prices have slowed down as a result of Mei (21.05.2026)

I. Hot spots

Federal Reserve Developments The Fed minutes of its May meeting set off the Eagles signal

• Most officials supported an increase in interest rates at a time of continued high inflation and preferred to delete the loose language in the policy statement。
• The fall in the rate of return on United States debt since the publication of the proceedings shows that the market has partially digested the hawk stance。
• Market impacts: the expected short-term reduction in interest rates is expected to be further delayed, which may support the dollar and inhibit high-valued assets, ifOilThe crisis intensified, and the rate of return on United States debt was at risk。

Major international commodities The US-Iraq conflict cooled and pushed down oil prices

• Trump expressed his willingness to wait a few more days for an agreement to avoid war; Iran stated that negotiations would continue without trust。
• WTI CRUDE OIL FELL BY ABOUT 5.5 PER CENT A DAY AND BRENT FELL BY OVER 7 PER CENT AT ONE TIME。
• Market impacts: The anticipated warming in Middle East peace mitigates concerns about energy supply and good stock market risk preferences, butGoldThe likelihood of interest rate hikes as a result of conflict mitigation is supported。

Macroeconomic policy SpaceX official IPO, OpenAI or this week

• SpaceX submitted S-1 for listing in NASDAQ (code SPACX), valued at over $2 trillion and proposed to raise up to $75 billion; $4.69 billion was collected in a quarter, a net shortfall of $4.28 billion。
• OpenAI targets IPO in September, valued at over $1 trillion, have worked with Goldman Sachs and others to pre-empt Anthropic。
• Market impactsTHE OPENING OF THE AI AND SPACE SUPER-IPO WINDOWS WILL ATTRACT HUGE AMOUNTS OF MONEY AND TEST THE MARKET ' S DIGESTIVE CAPACITY FOR HIGH-VALUE TECHNOLOGIES。

Market revisiting

large commodities & foreign exchange performance

• Cash gold:-0.03 per cent, latest reported approximately $4,544/ounce。
• Cash and silver- 0.11 per cent, latest approximately $76 per ounce。
• WTI CRUDE OIL+1.3%, latest reported approximately US$ 99 per barrel。
• Brent crude oil+1.03%, latest approximately $106 per barrel。
• United States dollar index:-0.01 per cent, report 99.13。

Encryption Currency Performance

• BTC+1.35%, close to approximately $77,000。
• ETH+1.31% at a price of approximately US$ 2,130。
• Total market value of encrypted currency+1.2 per cent, approximately $2.67 trillion。
• Market warehouse situation: 24H TOTAL BLAST TANK OF APPROXIMATELY $235 MILLION AND AIR SINGLE EXPLOSION WAREHOUSE OF $153 MILLION。
• Bitget BTC/USDTLiquidation maps: THE CURRENT BTC PRICE IS ABOUT US$ 77,699, AND THE US$ 77,000-78,500 ZONE HAS GATHERED A LARGE AMOUNT OF HIGH-LEVERAGING SINGLE-LIQUIDATION PRESSURE, WHICH, IF CONTINUED, COULD TRIGGER FURTHER EMPTY PRESSURE. AT THE SAME TIME, THERE IS AN INTENSIVE MULTI-LEVERAGE ZONE NEAR $79,000-$80,700, WITH SHORT-LINE ALERTS TO LARGE-SCALE, EMPTIED, TWO-WAY LIQUIDATION FLUCTUATIONS。

• NET INCOMING/OUTWARD SPOT ETF: BTC CASH ETF NET OUTFLOWS OF APPROXIMATELY $9 MILLION AND $1,279 MILLION FOR FOUR CONSECUTIVE DAYS。
• BTC INFLOW/EXIT: Net cash inflows yesterday of $46 million and net contract inflows of $768 million。

United States equity index performance

• Finger1.31 per cent increase, reporting point 50,009.35, a continuous rebound and a return to point 50,000 above。
• Pistol 500Increase of 1.08 per cent and 7,432.97 points, benefiting from science and technology and alternative consumption drivers。
• Nut finger1.54 per cent increase, 26,270.36 points, semiconductor and technology plate。

Technology giant dynamics

• AppleAAPLI'm not sure: Increases1.1%Report302.25It's a dollar, it's a high innovation, and it's benefiting the whole of technology。
• Microsoft(MSFT): Increases0.87%Report421.06UNITED STATES DOLLARS, AI CLOUD OPERATION STABLE SUPPORT。
• AmazonAMZNI'm not sure: Increases2.19 per centReport265.01THE DOLLAR, THE ELECTRICIAN AND THE AWS ARE STRONG。
• In WeidaNVDAI'm not sure: A roundup1.3 per centReport223.47In United States dollars, the financial statements were over-anticipated and slightly volatile。
• Tesla(TSLA): Increases3.25 per centReport417.26THE UNITED STATES DOLLAR, THE FSD-RELATED NEWS HAS IMPROVED SIGNIFICANTLY。
• MetaMETAI'm not sure: Increases0.41 per centReport605.06The dollar, the advertising business is sound。
• Alphabet()GOOGLI'm not sure: Increases0.32%Report388.91Dollars, moderation and rise。

Core causes: THE SHARP FALL IN OIL PRICES AND THE FALL IN THE RETURN ON US DEBT HAVE COMBINED TO IMPROVE RISK PREFERENCES, AND THE STRONG FINANCIAL STATEMENTS OF BRITAIN HAVE FURTHER CONSOLIDATED AI'S CONFIDENCE AND BOOSTED THE COLLECTIVE REBOUND OF TECHNOLOGY GIANTS。

Plank Instant Observation SEMICONDUCTOR/CPU CONCEPTOver 4%

• Representation of units:ArmHoldings up 15,05%AMDIncrease of 8.1%IntelIncrease of 7.36 per cent。
• DRIVERS: A STRONG DEMAND FOR AL-CALCULATIONS AND A CATALYTIC MARKET OPTIMISTIC EXPECTATIONS FOR THE CHIP SUPPLY CHAIN。

Photocommunication/storage conceptPower

• Representative units: Astera Labs by 17.69 per cent and American light technology by 4.76 per cent。
• Driver: Data centre expansion drives related hardware requirements。

III. In-depth interpretation of United States shares

1. IN WEEDA (NVDA) - FULL FINANCIAL OVERESTIMATION Summary of events: Following the 20 May run of US-East time, British Wida announced that it had received $8.16 billion in the first quarter of the financial season (a substantial excess of expectations), and that the data centre had received $7.52 billion of the same increase. The company has added $80 billion in buy-back authorizations and increased dividends, while the delivery of the Vera Rubin platform is expected to begin in the second half of the year. There was once a fluctuation in the post-financial balance。Market interpretation: IT IS GENERALLY ACCEPTED THAT STRONG PERFORMANCE AND FORWARD-LOOKING GUIDANCE HAVE CONSOLIDATED THE DOMINANCE OF BRITISH WIDA IN THE AI CHIP, ALTHOUGH HISTORICAL DATA INDICATE THAT STOCK PRICES FALL THE FOLLOWING DAY AFTER FINANCIAL DISCLOSURE, THE LONG-TERM GROWTH LOGIC REMAINS UNCHANGED。Investment revelationTHE AI CAPITAL EXPENDITURE CYCLE IS STILL AT AN EARLY STAGE, AND INVESTORS CAN FOCUS ON SUBSEQUENT DEMAND VALIDATION, BUT BE ALERT TO THE RISK OF HIGH VALUATION FLUCTUATIONS。

SpaceX - Official submission of IPO application Summary of eventsSpaceX submitted S-1 to SEC, with a planned listing at over $2 trillion, and Mask maintained control through super-voting. CompanyStarlinkUser growth was strong, but the AI business losses and Starship risk were prominent。Market interpretation: THIS OPENS THE U.S. STOCK SUPER-IPO WINDOW AND MARKETS FOCUS ON GOVERNANCE STRUCTURES AND VALUATION SUSTAINABILITY。Investment revelationPost-market liquidity upgrades will test the agency ' s acceptance of dual equity and its long-term vision of the space economy。

3. FINANCIAL (INTU) - Q3 SLOWDOWN AND ANNOUNCEMENT OF LAYOFFS Summary of events: FINANCIAL DISCLOSURE OF $8.56 BILLION RECEIVED BY Q3 BATTALION WAS SLIGHTLY LOWER THAN EXPECTED, AND A 17 PER CENT REDUCTION IN FULL-TIME STAFF WAS ANNOUNCED, RESULTING IN A 13 PER CENT DROP IN POST-STOCK PRICES。Market interpretation: TRADITIONAL SOFTWARE COMPANIES IN THE AI BOOM FACE TRANSITION PRESSURES AND COST OPTIMIZATION INITIATIVES SHOCK MARKET CONFIDENCE IN THE SHORT TERM。Investment revelationFOLLOWING PROGRESS IN THE INTEGRATION OF THEIR AI PRODUCTS, REDUCING STAFF OR PAVING THE WAY FOR LONG-TERM EFFICIENCY GAINS, BUT BEWARE OF THE RISKS OF SLOWING GROWTH。

IV. Developments in encryption money projects

One, Chief Executive Officer Strategy, Phong Le, wrote on platform X, and 13 of the top 15 institutional shareholders of MSTR increased by 27 per cent in the first quarter of 2026。

2-Kik founder Ted Livingston, using Flipcash to use Coinbase 's custom-made stable currency platformSolanaIT'S THE USDF。

On platform X, Eric Balchunas, a Bloomberg ETF analyst, stated that the Chairman of the United States Securities and Exchange Commission (SEC) was seeking public opinion on the projected market ETF. It is clear that the SEC is weighing these products in for more time and market feedback. Balchunas commented that the projected market ETF was a whole new thing, similar to a encrypted currency, and that the SEC wished to be fully prepared before opening the door。

4. Encryption journalist Eleanor Trerett disclosed that the Fed had issued advice and proposed rule-making circulars on payment accounts (i.e., “simplified owner accounts”) to allow eligible financial technology and encryption companies access to the Federal Reserve payment system for liquidation and settlement purposes. This is the next formal step in the process of implementing the Federal Reserve Board member Christopher Waller ' s payment account following the public consultation period in February。

5- Bloomberg ETF analyst James Seyffart wrote on platform X that Morgan Stanley had submitted a revised application file for Solana ETF with the codeMSOLThe costs have not yet been disclosed。

6/ Julio Moreno, research director of CriptoQuant, stated that, as market sentiment shifted to “extreme pessimism”, Bitcoin was mirroring the 2022 bear market model. Technically, bitcoin recently rebounded at a 200-day moving average line near $82,400, which was consistent with March 2022, when Bitcoin struck the mean line from a low point of 43 per cent and resumed the downward trend. Moreno states that in Bear City, the 200-day moving mean line is the dividing line between the area of rebound and the continuation of the trend, and that failure to break the line is the strongest technical confirmation of the sound structure of Bear City。

V. Today ' s market calendar

Data release schedules

The big news

Institutional perspective: The well-known IPA analysts believe that the US stock rebounded with the fall in oil prices and the scientific and technological press, but that the Fed Eagles’ narratives and the Super IPO window would be volatile. KeyX/OpenAI listings are expected or further advanced in technology valuation. With regard to the encryption market, institutions continue to allocate bitcoin through ETF, but short-term fluctuations in financial flows require attention. On the whole, geo-mitigation benefits risk assets, and it is recommended that attention be paid to economic data to validate the Fed ' s path and business ' s profitability, and that AI and the new energy-related plates be looked at in the medium to long term, but that the risk of over-expanding valuation be guarded。

DISCLAIMER: THE ABOVE IS COLLATED BY AI, MANUALLY ISSUED ONLY FOR VALIDATION AND IS NOT RECOMMENDED FOR INVESTMENT. FOR UNAVOIDABLE DEVIATIONS IN THE TEXT, PLEASE REFER TO MARKET INSTANTANEOUS DATA。