Next week's key announcements: On May 11, Circle will release its Q1 2026 financial report; on May 12, the United States will announce the April CPI data; on May 14, the U.S. Senate Banking Committee will hold a hearing for a vote on the CLARITY Act; on May 15, Federal Reserve Chair Powell's term will expire, but he has stated he will remain in office as a board member; the Binance USD1 holding subsidy program will be extended to May 15; other (specific time not yet determined) negotiations between the U.S. and Iran are expected to finalize at 2 PM...

Author: DD Didi Unable to open options for overseas accounts If you are in China, platforms like Alipay, Tiantian Fund, banks, and brokerage apps can allow you to buy QDII funds issued by domestic fund companies, such as those tracking: S&P 500, Nasdaq 100, MSCI USA 50, and US tech stock index global allocation funds. The essence of QDII is: domestic fund companies use your RMB to invest in overseas markets through compliant quotas. The definition of QDII by the China Securities Regulatory Commission is that domestic fund companies, securities companies, and other institutions are approved to raise funds domestically.

A few years ago, we were still discussing "can cryptocurrency replace traditional finance," but these transactions in 2026 tell us that the real story is that whoever holds the license, whoever has the customers, can define the next capital market.

On May 8, Micron Technology surged over 15%, and Micron is no longer a traditional cyclical memory company, but a core monopoly in AI computing infrastructure.

If you are looking for core assets that can span the economic cycles of the next five years, then "AI infrastructure" and "energy foundation" will be two main lines you cannot overlook. These 10 companies not only form a hard and soft combination of the AI closed loop, but also encompass the energy infrastructure at the end of computing power.

Smart money is withdrawing, retail investors are chasing.

On May 9, 2026, Bank of America’s global research department tossed a new interest rate expectation into the already strained market sentiment: in this adjustment, Bank of America directly pushed back the timing of the Federal Reserve’s "first rate cut" to the second half of 2027, completely erasing any possibility of a rate cut in the current year from the baseline scenario. For Wall Street, which was still betting on the "start of the rate cut cycle within the year," this was not just a minor adjustment of the forecast range, but a complete overturning of the narrative that had been reinforced repeatedly over the past few months.

Unity of knowledge and action, waiting is also a form of operation.

The market is experiencing fierce competition between bulls and bears, with the US stock market reaching new highs boosting sentiment. Geopolitical conflicts and ETF capital outflows are putting pressure, leading to multi-cycle differentiation. The Qinglan TPV system currently has no clear entry signals.

Since the rebranding of Libra to Diem and its subsequent forced failure, a divergence has emerged between the United States and Europe on how to catch this wave of cryptocurrency: on one side, Washington is attempting to redefine the boundaries of digital assets through legislation, with the Senate Banking Committee scheduling a review and vote on the "2025 Digital Asset Market Clarity Act" (CLARITY Act) for May 14, 2026; on the other side, reports from Frankfurt suggest that European Central Bank President Lagarde is inclined towards

Truancy君 pointed out that the price of Bitcoin is weaker than the U.S. stock market mainly due to the selling behavior of miners.

To seize the upper hand in AI, the four major tech giants, including Amazon and Meta, saw their free cash flow plummet to about 4 billion dollars in 2026, hitting a new low since 2014.

Historical data shows that the probability of the S&P 500 declining is as high as 90% within one month after similar divergences.