Crypto News & Market Updates

According to Bijie.com, Abraxas Capital's main address increased its holdings in 42.01 long BTC positions on the HyperLiquid platform, amounting to approximately $2.8777 million. Currently, the address holds $18.55 million, with an average price adjusted from $77,593.10 to $77,374.20. The current P/L is -$372,525.07, the current token price is $75,850.99, and the liquidation price is $42,919.75. This address began building positions in May and was once the largest whale in HyperLiquid's contract capital, taking profits continuously from November, with holdings reaching $920 million.

Odaily Planet Daily reports that on-chain data shows that the StakeDAO deployer's private key was leaked on Arbitrum, with the attacker minting about 5.45 trillion vsdCRV partially exchanged for 43.7 ETH.

According to Binance, TSMC Chairman and President Wei Zhejia held a company-wide employee communication meeting on May 27, promising no ceiling on employee bonuses and a guaranteed minimum increase of 30%. He clarified that if employee performance evaluations align with last year's, the full-year dividend for 2026 is expected to grow strongly by more than 30%. The purpose of this briefing was to quell employee dissatisfaction caused by the dividend cut, especially against the backdrop of Samsung Electronics in South Korea having just reached a historic agreement, as TSMC employees began discussing launching a "Samsung-style strike." Wei Zhejia stated that profit distribution must balance employees, shareholders, and social responsibility, with annual salary adjustments tilted toward grassroots levels. TSMC opened its dividend inquiry system on May 27, and the dividend funds will be officially distributed on May 29.

BlockBeats reported on May 27 that according to CFM flash market data, Samsung's DRAM sales revenue in the first quarter reached $38.214 billion, a quarter-on-quarter increase of 98.4%, with a market share of 40.5%, further widening the gap with other suppliers and ranking first; SK hynix's DRAM sales revenue in Q1 reached $27.925 billion. Due to its large share of HBM supply, total revenue grew 62.1% quarter-on-quarter, lower than other suppliers, with a market share of 29.6%, ranking second; Micron's DRAM sales revenue in Q1 (December 2025 - February 2026) reached $18.768 billion, a quarter-on-quarter increase of 73.6%, with a market share of 19.9%, ranking third; Changxin Memory's DRAM sales revenue in Q1 reached $7.309 billion, a quarter-on-quarter increase of 115.1%, with its market share further rising to 7.7%, ranking fourth. --------------------------------- Click the original link below to join Beating · Feishu AI news channel provides 24×7/7 uninterrupted monitoring of global AI hotspots and news.

Odaily Planet Daily reports that Strategy CEO Phong Le, on behalf of his children, purchased 55 shares of Stretch stock at an average price of $99.41 per share, totaling $5,467. （BitcoinTreasuries.NET）

According to Bijie.com, Tencent Cloud disclosed that the new generation Canghai V2 chip has been successfully "ignited" and is currently entering mass production, with plans to fully launch it in the second half of 2026. Tencent's "Canghai" chip began development in 2019, entered mass production and was widely applied in 2023. Currently, Canghai V1 has deployed over 100,000 chips across Tencent Cloud and its own scenarios, covering core scenarios such as live streaming, on-demand, 4K ultra-high-definition high frame rate transcoding, and real-time cloud gaming encoding. The encoding and decoding processing power of a single chip is twice that of the V1, further improving the cost-performance ratio of computing power. Unlike general-purpose chips, "Canghai" is a dedicated chip designed specifically for video codec scenarios, mainly developed based on Tencent's massive audio and video business demands.

BlockBeats reported on May 27 that according to Changxin Technology's prospectus, Changxin has entered the ranks of "second only to the three major international giants" in terms of revenue, but the scale gap remains clear. The company's revenue for Q1 2026 is 50.8 billion RMB, 31% of Micron's revenue during the same period. Looking at the latest quarterly RMB converted revenue, Micron's is about 3.2 times Changxin's, SK Hynix's about 4.7 times, and Samsung Storage about 6.7 times. The prospectus shows that Changxin's revenue growth comes from three factors: capacity ramp-up, product structure upgrades, and DRAM price rebound. Since the end of 2025, the increase in DDR5 and LPDDR5/5X volumes, combined with tight industry supply and demand, has driven significant improvements in Q1 revenue and profit margins. In terms of market share, based on Q4 2025 sales, Changxin Technology holds 7.67% of the global market share in 2025 (Samsung, SK Hynix, and Micron together account for over 90%). Based on Omdia's production capacity, shipments, and sales revenue, Changxin ranks first in China and fourth globally. --------------------------------- Click the original link below to join Beating · Feishu AI news channel provides 24×7/7 uninterrupted monitoring of global AI hotspots and news.

According to Bijie.com, Qiu Xiang, Chief A-Share Strategist at CITIC Securities, spoke at the 2026 Capital Market Forum held today, pointing out that adapting to AI is a challenge for market participants, and also the main theme and opportunity for the next stage. He stated that in the AI era, broader participation of all citizens in the capital market is an inevitable trend, but the cost of missing out and making mistakes is rising, meaning that aggressive and conservative capital coexists and grows simultaneously, and the barbell structure will persist for a long time. The allocation strategy for the second half of the year is a new barbell structure of "AI + energy," with agentic AI driving demand and supply suppressed by supply chain disruptions in the Middle East. These are the two most important areas for creating unexpected supply-demand gaps and profit realization this year. Adapting to AI is a challenge faced by a broader range of economic and market participants, and will gradually become the main theme and opportunity for the next stage. The core of adaptation lies in the continuous solidification and amplification of intrinsic comparative advantages.

BlockBeats reported on May 27 that Bitfinex posted that long-term holders are not only holding Bitcoin but also continuing to buy. The Bitcoin supply for long-term holders has climbed to 16.2 million BTC, approaching the all-time high of 16.3 million at the start of 2024.