Point of View: The Federal Reserve Has Over-Eased, with a 65% Chance of Stagflation in the United States

On May 26, market data from Bitget shows Micron Technology (MU.O) rallied 18% to $886 per share, hitting a fresh all-time high and pushing its total market capitalization to $1 trillion. So far this year, the stock has notched a 210% gain.

May 26 — The U.S. Navy has resumed assisting ships transiting the Strait of Hormuz, according to a Wall Street Journal report citing U.S. military officials. Officials told the outlet that a Greek-owned supertanker carrying 2 million barrels of crude oil received U.S. Navy guidance while sailing through waters off Oman. The vessel has been stranded in the Persian Gulf since early March and is now en route to India to deliver its cargo. This escort operation marks the relaunch of Operation Sentinel. A U.S.-led initiative to shepherd ships through this critical shipping lane, Operation Sentinel was suspended roughly 36 hours after its initial launch. Officials added the U.S. Navy plans to help more than a dozen vessels in coming days — including supertankers and container ships — as they cross the strategically important waterway.

May 26 — Renowned trader nicknamed "Stock God" Serenity posted on social media, noting the value of his Naview Semiconductor (NVTS) holdings has doubled since he issued a bullish outlook on April 21. That said, he flagged a highly appealing long-term investment pick he found on a crowdsourced recommendation list—linked to the 800 VDC concept—and is currently deep-diving into research on it. Per Bitget market data, NVTS is now trading at $32.32, up 10.5%. The company debuted on the Nasdaq on October 20, 2021, and markets itself as the only pure-play innovative power semiconductor firm and industry leader in gallium nitride (GaN) power IC and silicon carbide (SiC) technology. BlockBeats adds context: Serenity is a well-known trader on Reddit’s WallStreetBets (WSB) forum, with a cumulative return on investment exceeding 38 times this year. All of his core research insights are available publicly for free. His research framework focuses on critical links within NVIDIA’s AI chip supply ch

On May 26th, per HTX market data, Bitcoin rebounded to break the $78,000 mark, now trading at $78,023 with a 0.58% 24-hour price change.

On May 26th, data from Coinglass shows that should Bitcoin rally above $80,000, total short liquidations across major centralized exchanges (CEXs) will hit $777 million. Conversely, if Bitcoin drops below $76,000, cumulative long liquidations on mainstream CEXs will reach $634 million. BlockBeats Note: Liquidation charts do not display the exact number of contracts set to be liquidated or the precise value of those contracts. The bars on these charts instead represent the relative importance of each liquidation cluster compared to adjacent clusters—this is what’s defined as "liquidation strength". Thus, these charts illustrate how severely an underlying asset’s price may react when it reaches a specific level. A higher "liquidation bar" signals a more intense price swing driven by a liquidity cascade once that price point is hit.

May 26 Alert: Per on-chain monitoring platform Lookochain, asset manager Bitwise has repurchased 162,367 HYPE tokens over the last two hours, a buyback transaction worth roughly $10.11 million. Separately, data from Bitwise’s official website shows that as of May 21, 2026, the firm holds 723,361 HYPE tokens, totaling approximately $40.37 million in total value.