1. Definition and Evolution Logic The cryptocurrency sector in the US stock market essentially represents an investment category that allows cryptocurrency-related assets to be traded in traditional stock exchanges in the form of stocks. Investors do not need to directly hold cryptocurrency private keys and can participate in this high-growth sector through familiar securities accounts. The evolution of this model reflects the complete journey of crypto assets from the "geek circle" to "mainstream institutions." From an evolutionary perspective, the growth of this sector has experienced three key milestones. The first stage is the "underground mining period" (2017-2020), represented by Riot Blockchain, MA...

The cryptocurrency sector in the US stock market is undergoing a critical transition from the "product innovation phase" to the "ecosystem maturity phase" in 2026.

Our AI Agent patrols today from over 200 global information sources, focusing on encryption, AI, and technology, filtering out 99% of the noise, leaving you with the signals you truly need.

Only three companies in the world can produce HBM4, one of which is about to stop production for 18 days. Micron, as the only supplier with factories in the United States, will become the biggest beneficiary.

As Trump leads the "super delegation" to China, composed of 16 business giants including Musk, Cook, Huang Renxun, and Fink, the global market holds its breath. This is not only a diplomatic game but also the largest macro dividend window of 2026.

Risk budgets are quietly flowing into prediction markets, with monthly transaction volumes for Kalshi and Polymarket soaring from 5 billion to 20 billion dollars within a year.

The U.S. Senate confirmed Waller on Tuesday to serve as a Federal Reserve Board member for a 14-year term, paving the way for him to succeed Powell as the Chairman of the Federal Reserve.

Cerebras IPO pricing raised to 160 dollars, oversubscribed 20 times, AI inference speed exceeds H100 by ten times, expected to become the largest IPO in 2026, complete analysis of investment opportunities and risks.

RWA track leader Ondo Finance has recently completed a key leap in its multi-chain layout. According to AiCoin data, around May 11, 2026, Ondo officially introduced various tokenized stocks and ETF assets including SPYon, QQQon, NVDAon, and TSLAon into Hyperliquid's HyperEVM environment through its cross-chain bridge Ondo Bridge. This cross-chain action is based on LayerZ.

Our AI Agent has completed today's patrol from over 200 global information sources, covering encryption, AI, and technology, filtering out 99% of the noise to leave you with the signals you truly need.

The US stock market is still reaching new highs, and there is no dispute about this. On May 11, Eastern Time, the S&P 500 rose by 0.2%, closing at 7,412.84; the Nasdaq increased by 0.1%, closing at 26,274.13, continuing to set record closing highs. However, strong does not equal easy. The current question is not whether the index has risen, but who is rising—those who are truly pushing the index upward are still the same few main lines, namely AI, chips, semiconductors, and data centers. For example, on May 11, the Philadelphia Semiconductor Index rose by 2.6%, Intel (INTC.M...

The driving force of AI trading in the US stock market is shifting from "short sellers being squeezed" to "retail investors' FOMO."

The continuous rise of the US stock market has triggered panic in the market.