Morning paper | Mask's XAI rolls out Skills; Qingming's first warehouse in 2026 Q1 Circle; Polymarket works with NASDAQ to launch the forecast market
Photo by ChainCatcher
Important information:
- Three major DeFi attacks in five days, and a cumulative 14 in May
- Under Mask flag XAI Launch Skills
- Analog Devices proposed $1.5 billion to buy AI chip company
- 2026 Q1 First warehouse Circle, warehouse market value $19.08 million
- Polymarket, in collaboration with NASDAQ, launched a forecast market for non-listed companies
- Q1 FINANCIAL PAPER: US$ 62.7 MILLION IN TOTAL REVENUE, AND THE INNOVATION OF ENCRYPTED CURRENCY RESERVES
- Two core members, Carl Beek and Julian Ma, announced their departure
What's important about the past 24 hours
OpenAI co-author Andrej Karpathy joins Anthropic
ChainCatcher, the co-founder of OpenAI, former director of artificial intelligence in Tesla, Andrej Karpathy, announced his accession to Anthropic and said, "I think that the next few years will be a particularly critical stage in the forward development of the Large Language Model (LLLM). I'm very happy to be part of the team and back in the R&D. I remain enthusiastic in the field of education and plan to continue to do so in due course.”
Polymarket, in collaboration with NASDAQ, launched a forecast market for non-listed companies
ChainCatcher, according to Reuters, Polymarket, in collaboration with NASDAQ, launched a forecast market for non-listed companies that can be traded on the basis of valuation, IPO time and secondary market valuation。
ChainCatcher reports that Standard Chartered announced a large-scale reorganization plan on Tuesday, and that by 2030, more than 700 jobs would have been cut, representing 15 per cent of all employees in the corporate sector。
Chief Executive Officer Bill Winters described the downsizing as a technology-driven long-term transformation, focusing on the replacement of low-value-added jobs with automation and artificial intelligence rather than simply cost-cutting. According to reports, the programme mainly affects back-office support sectors in Chennai, India, Bangalore, Kuala Lumpur, Malaysia and Poland。
ChainCatcher NewsCanaan Inc. published a financial report for the first quarter of 2026. The financial statements show that the company ' s total income was $62.7 million, consistent with the previous guidelines; the net loss was $88.7 million. As of 31 March 2026, the company ' s secured currency reserves reached 1807.60 bitcoins and 3951.53 iPats, a record high。
At the operational level, the company ' s 10 joint mining projects totaled approximately 11 ETH/s, an increase of 10.7 per cent over the ring; the first quarter produced 257 bitcoins. In terms of strategic layout, the company acquired 49 per cent of the interest in the Western Texas ABC project from Cipher Mining, with approximately 4.4 ETH/s operating at the project level; and deployed the "calculated heat energy" project in Northern Europe with a planned total capacity of about 8 MW。
In the second quarter of 2026, Kanan Technologies projected total revenues between $35 million and $45 million。
ChainCatcher reports that the market for digital credit may expand to $2.5 trillion over the next decade, with BTC prices expected to reach $1 million. Matthew Sigel states that this goal is “absolutely within reach”。
ChainCatcher reported that the United States bank disclosed an increase of 117,374 shares in Strategy stock, valued at US$ 1960 million, currently held 3.96 million shares in Strategy stock, with a total value of US$ 664 million。
ChainCatcher NewsThe X platform has been put on-line with the Active Followers data function, and users can now view the number of active fans that have been active in the past 24 hours。
The X Product Manager Nikita Bier wrote that the functionality had been officially launched and presented the new “Account Analytics” interface. It shows not only the total number of fans, but also separate statistics on “Verified followers” and “Active fans”. This function will help creators, advertisers and projecters to assess in a more intuitive manner real impact and user activity, rather than relying solely on the total number of fans。
2026 Q1 First warehouse Circle, warehouse market value $19.08 million
ChainCatcher, a well-known investor who managed an investment account in the United States, H& the SEC 13F document submitted by H International Investment in the first quarter of 2026, shows that as of 31 March 2026, it held 19 securities with a total portfolio value of approximately $2004 million, all of which were independent decision-making powers。
Of this amount, 28,945,607 shares of Apple (AAPL) are held at market value of $5,346 million; 9,147,796 shares of Birkhel Khasavi (BRK.B) are held at market value of $4,384 million; 13,843,775 shares of British Vida are held at market value of $24.14 billion; 19,748,294 shares are held at market value of $2,118 million; and 3,408,900 shares of Tesla (TSLA) are held at market value of $1,267 million. Microsoft (MSFT) held 1,016,000 shares at a market value of $376 million. For the first time in the season, it was disclosed that it had an equity share of 200,000 and a market value of $19.082 million, or approximately 0.1 per cent of the portfolio。
Analog Devices proposed $1.5 billion to buy AI chip company
ChainCatcher reports that, according to sources, Analog Devices is engaged in intensive negotiations for the purchase of the AI Chip Initial Company Empowerer Semiconductor for about $1.5 billion。
If the deal is reached, the distribution of Analog Data in the high performance computing infrastructure will be further expanded. The deal reflects the strong market demand for AI chips for power and energy efficiency management technologies, which place higher demands on electricity management and energy efficiency as artificial intelligence loads continue to grow。Capital markets: how will autonomous agents obtain financing
Under Mask flag XAI Launch Skills
ChainCatcher NewsThe Mask flag-based AI company xAI announces the "Skills" function on the web page, iOS and Android platforms. This feature gives AI Assistant Grok a permanent memory capability for cross-dialogues, marking the evolution of Grok from the traditional single-question-and-answer robot to a configured, programmable automated workspace。
Through the “Skills” function, it was described as a task-specific method of operation that a user would simply transfer to Grok so that Grok would be able to permanently remember the relevant personal preferences, layout format rules or specific workflow steps in all subsequent independent dialogues. This means that when a new conversation is opened, the user does not need to be tired of repeating cumbersome prescripts or background settings。
Coinbase CEO assisted law enforcement in facilitating 5 convictions through block chain evidence
ChainCatcher, Coinbase CEO Brian Armstrong wrote on platform X that Coinbase was proud to be working with law enforcement to help combat crime. Its investigative team identified an ongoing criminal activity and used a block chain of evidence to track offenders, ultimately facilitating five convictions。
ChainCatcher reports that informed sources have revealed that the United States Securities and Exchange Commission (SEC) is likely to issue an “innovation exemption” for monetized shares this week, creating a new framework for trading encrypted versions of listed corporate shares. The SEC prefers to allow transactions in third-party tokens that are not endorsed or approved by the listed company, which can be traded on a decentrized encryption platform, without necessarily having rights such as voting rights or dividends。
The exemption, which covers tokens traded on the DeFi platform, will test the ability of stock exchanges to migrate to encryption infrastructure in the absence of traditional market protection measures. Commissioner Hester Peirce was the main promoter of the immunity, but some SEC officials did not support the decision. Agencies such as Citadel Securities and SIFMA have expressed opposition, warning that this may weaken investor protection measures such as KYC and anti-money laundering. Peirce stated that the exemption was an important step but would not change the entire financial system overnight。
Google joined forces with Blackstone to create AI Clouds
ChainCatcher, according to the Wall Street Journal, Alphabet and Blackstone are planning to create an artificial intelligent cloud company, centred on Google's special chip, directly targeting rivals such as CoreWeave. Blackstone will invest $5 billion in equity capital and hold most of the company ' s shares. The transaction was officially announced on Monday, local time, and the name of the new company is not yet disclosed。
ChainCatcher, SpaceX plans to launch its first public collection unit (IPO) next month, which, if successfully listed, will release about $20 billion worth of equity gains to Wall Street D1 Capital Partners, created by Dan Sandheim. It was understood that the estimate was based on SpaceX ' s latest valuation assumptions, reflecting its high warehouse concentration in the private market and potential floating space for institutional investors。
Three major DeFi attacks in five days, and a cumulative 14 in May
ChainCatcher NewsEcho Protocol encountered a leaky attack on the Monad network, which resulted in 1,000 eBTCs (value approximately $76.64 million). According to Peck Shield, the assailants deposited in Curvance 11.29 WBTCs (approximately $3.45 million) and then transferred 384 ETHs to Tornado Cash, where the bridge was converted to ETH. Curvance has suspended affected markets, indicating that smart contracts have not been invaded and other markets have not been affected。
Echo Protocol has suspended all cross-chain transactions. Monad CEO Keone Hon clarified that the loophole did not affect the Monad network, and security researchers assessed the actual theft of approximately $836 million。
The incident raised the total number of encrypted hackers in May to 14, with three major DeFi attacks in the past five days alone: Tharochain suffered over $10 million from a vault leak on 15 May, and Verus was attacked three days after the Taifeng Crossing Bridge lost approximately $1158 million. Intensive security incidents highlighted the ongoing systemic security risks in the DeFi area。
ChainCatcher, co-founder of the encryption platform Forsage, Olena Oblamska, pleaded not guilty to charges of conspiracy to commit communications fraud after being extradited from Thailand to the United States. Forsage was launched in January 2020 to market globally as an intellectually based DApp investment platform. The U.S. Department of Justice accused the platform of using smart contracts on the Ether, Wave and BNB Chain to automatically redirect the funds of new participants to early investors, belonging to the Ponzi and pyramid schemes。
Analysis of block chains shows that over 80 per cent of Forsage investors receive less encrypted money than they deposit, over 50 per cent without any return. The scheme was fraudulently obtained about $340 million from victims in the United States, Europe, Asia and Latin America. In August 2022, the United States Securities and Exchange Commission initiated civil proceedings against the persons involved。
Two core members, Carl Beek and Julian Ma, announced their departure
ChainCatcher, according to CoinDesk, is facing a new wave of resignations. On Monday, prominent contributors Carl Beek and Julian Ma announced their departure from the Foundation, further exacerbating community concerns about the movement of Foundation personnel。
Several core researchers and protocol facilitators, including Barnabé Monnot, Tim Beiko, Trent Van Epps and Alex Stokes, have left or faded over the past few months. In addition, Tomasz Stańczak, a member of the Joint Implementation Board in 2025, resigned earlier this year。
It was reported that this round of departures took place after the new mission declaration issued earlier this year by the Etherafang Foundation. The Declaration seeks to redefine the ecological role of the Foundation, emphasizing that it is not a “owner” or central authority of the Taicha, but one of its many supporters。
Meme Hot List
According to Meme Currency Tracking and Analysis PlatformGMGNBy May 20, 0900
Former 24h ETH top five in the order of HEX, SHIB, LINK, PEPE, mUSD
In the past 24h Solana the top five of the popular tokens were: TROLL, WCOR, BULLISH, HAANTA, Buttcoin
Former 24h Base top five in order: B3, IMGN, TOSHI, TOOSHI, KEYCAT, BRETT
What are the good articles worth reading in the past 24 hours
Hyperliquid messes with Wall Street
Yesterday, the two addresses of Hyperliquid that were marked by the market as mainstream traders took almost 90% of the BTC and ETH liquidity at the same time, and the total withdrawal was estimated at almost $100 million。
And just three days ago, the world's two largest traditional exchanges, CME and ICE, joined forces to pressure the United States CFTC and Congress to tighten Hyperliquid。
IS THIS A SINGLE EVENT FOR PROFESSIONAL PLAYERS TO PRICE “REGULATED RISKS”, OR IS THE REGULATORY ARBITRAGE DIVIDEND THAT DEX HAS ENJOYED OVER THE PAST THREE YEARS, A PRECURSOR TO THE END
When Hyperliquid stole Solana's "Internet Capital Market" script
During the cycle of encrypted money markets, Solana once returned to its peak with the narrative and extraordinary performance of the "Etherport Killer". However, in 2026, this once high-performance computer is facing unprecedented slowdown, first and foremost in terms of prices。
IN THE LAST YEAR, SOL ' S MAXIMUM DECLINE IN PRICE RISES REACHED 73.5 PER CENT, THE LARGEST DECLINE IN ALL MAINSTREAM ENCRYPTED CURRENCIES. IN THE LAST MONTH, THE RISE IN SOL HAS ALSO BEEN VERY WEAK, SIGNIFICANTLY WEAKER THAN OTHER MAINSTREAM ENCRYPTED CURRENCIES SUCH AS BTC, ETH。
In addition, Solana's core “Internet capital market” vision has been hit hard by external distress, which has forced the senior team of the Solana Foundation to make frequent noises in the recent past and to create momentum for its own ecology at the level of public opinion。
Capital markets: how will autonomous agents obtain financing
In 10 years, Agent will have an exclusive capital market. It is not a sub-economies of encryption, nor is it an experiment of thought, but a real market: a system of rating agencies, underwriters, indices, brokers, and machines that make any market a market。
A capital market that is as real as open stock markets: in this system, capital flows to a particular type of economic entity without relying on the subjective judgement of any single funder. These subjects will be Agents - software entities wrapped in the legal shell. They may sign contracts, hold bank accounts, sue and be sued, and obtain income through actual work。
Work itself is extremely routine: marketing, logistics, legal research, procurement, property management, customer support - These are the routine business lines that now fill every medium-sized city with park areas。
Agents will sell services to humans, other Agens and any person who can afford them. The reasons for their need for capital are no different from those for each service company。
