5.05 All-In Morning Report: When is my A-shares market opening? Watching global stock markets pump every day, I’m so worried that the opening day will be a sea of red . 1. bitcoin:native followed the U.S. stock market up 80,000, then dropped 80,000 along with the missile news. Seems like the only thing unaffected by missiles is crypto. 2. ethereum:native Didn’t expect big bro Tom Lee is still selling. 3. solana:So11111111111111111111111111111111111111112 No noticeable buying volume, and no wealth creation effect on-chain. 4. Pavel Durov: Telegram will replace TON Foundation as the main driving force behind TON. So is this the reason for the pump across the TON ecosystem? 5. Spot gold fell below $4,520 per ounce, down 2.16% intraday. When war breaks out, why does gold drop directly? 6. Iranian Revolutionary Guard: No merchant ships or oil tankers have crossed the Strait of Hormuz in the past few hours. Trump: Two U.S.-flagged merchant ships successfully crossed the Strait of Hormuz. 7. Haun Ventures completed a $1 billion new fundraise, expanding investment scope to AI agents. 8. Cursor accepted SpaceX’s $60 billion acquisition offer but won’t collaborate with xAI on coding models for now. 9. Polymarket: Deposit Wallets feature is now live, gradually reducing ghost trade issues. Feels no different from other online casinos. The only thing is, when others don’t open, it might have a market, but still lacks liquidity. 10. DeFi Development Corp. launched a $200 million ATM financing plan, doubling down on SOL purchases. 11. Kraken’s parent company sued former custody partner Etana, accusing them of misappropriating over $25 million in client funds. Maybe start by suing employees who launch scam projects like space. 12. Applied Digital secured $300 million bridge financing led by Goldman Sachs for AI data center construction. OpenAI finalized a $10 billion joint venture deal with private equity giants. 13. Bitmine increased holdings by 101,745 ETH last week, worth approximately $236 million. The only significant buying volume. 14. The U.S. SEC delayed its review of the first batch of prediction market ETFs. Big bros are still making major contributions to politics. 15. WLFI sued Justin Sun for defamation, accusing him of orchestrating a coordinated smear campaign to suppress token prices. Looking forward to @justinsuntron’s counterattack. 16. ZachXBT: Most of imToken’s trading volume comes from “pig-butchering scams” and other illegal markets. Haven’t opened imToken in years. ------------- Watch more, act less. There’s a lot of interesting stuff lately, but most of it is still PvP. Only a few things are playable—don’t let FOMO turn you into liquidity. #Bitcoin #Ethereum #Solana #Crypto #NASDAQ