Unfreezing Iran's Assets Emerges as Final Major Hurdle for US-Iran Talks
On May 26, Iran’s Fars News Agency, citing sources close to the negotiations, reported that unfreezing Iranian funds remains the final major obstacle in Iran-U.S. talks, and this issue is being resolved through mediation by Qatar. Iran has stated it will not engage in negotiations until it receives its frozen funds. As of now, this information has not been confirmed by any official sources.
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Polymarket Dispute Resolution Dominated by Whale Minority, with 9 Addresses Holding ~50% of UMA Voting Power
May 26: Rulings on contentious Polymarket contracts are being dominated by a small minority of UMA token holders. New data shows that over the past three years, only 9 whale addresses—out of more than 6,400 addresses that took part in Polymarket’s dispute resolution process—control roughly half of the total UMA voting power, and have backed the winning side in nearly all disputes.
In April 2026, around 230 Polymarket contracts with a combined trading volume exceeding $1 billion entered the dispute resolution framework, making up less than 1% of all Polymarket contracts. Notably, dispute frequency rises along with transaction size.
The mechanism has drawn criticism from some traders, who argue it grants anonymous whales de facto veto power driven by economic incentives. Meanwhile, Polymarket and Risk Labs—the entity responsible for UMA—have shelved plans to improve the relevant processes.
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「Stock God」 Serenity Screams 190 Times! Three AI Chip Stocks Skyrocket, with the highest surging 19.6 times
May 26th — Tech stock rising star "Tech Stock Whisperer" Serenity, a highly influential senior trader in Reddit’s WallStreetBets community, has delivered a cumulative return on investment of over 38x since 2026. His publicly endorsed small-cap tech stocks have repeatedly made headlines: of the 35 total picks he’s recommended, only 4 have declined, while most have rallied multiple times, with some surging 10x or more. His three core recommendations—SIVE, AAOI, AXTI—all posted explosive gains post-endorsement, highlighting Serenity’s sharp insight into the "chokepoints" of NVIDIA’s AI chip industry ecosystem.
SIVE (Sivers Semiconductors) is Serenity’s most frequently mentioned stock, with 190 mentions. First endorsed on March 16, 2026, it has surged 19.6x since then. The company focuses on CPO lasers and is an indispensable upstream core component supplier for the AI photonics field.
AAOI (Applied Optoelectronics) has been heavily referenced 123 times by Serenity. Initially tipped
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Hong Kong Treasury Bureau and SFC Issue Consultation Conclusions on the Regulatory Framework for Virtual Asset Service Providers
May 26 — Hong Kong’s Treasury Department and the Securities and Futures Commission (SFC) published a consultation summary on the regulatory framework for virtual asset advisory services and related management services. The proposed framework for virtual asset advisory services, along with a licensing regime for virtual asset managers, garnered broad support from market participants during the consultation period.
Under the core principle of “same business, same risk, same rules,” the new licensing regime will align with the regulated activities defined under Hong Kong’s Securities and Futures Ordinance, corresponding respectively to Type 4 (securities advice) and Type 9 (asset management). Paired with the previously proposed licensing frameworks for virtual asset trading and custody, these new rules aim to boost participation in Hong Kong’s digital asset market and help build a robust, secure ecosystem in line with the SFC’s “ASPIRe” roadmap.
Source: Hong Kong Securities and Futures
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Bitget launches RWA Protocol Reality, directly connecting to US stock liquidity, supporting stock dividend distribution
May 26, Bitget announced the launch of Reality, a licensed financial protocol focused on real-world asset (RWA) tokenization. Its tokenized stock products, called rTokens, are strictly pegged 1:1 to underlying U.S. stocks—custodied by a FINRA-registered, SIPC-protected U.S. securities broker, with real-time reserve verifications provided via independent third-party audits.
By directly connecting to U.S. stock liquidity pools like Nasdaq and NYSE, Reality’s stock tokens deliver liquidity matching that of traditional brokerages. Dividends are distributed 1:1 to user accounts in token form, with cash dividends automatically converted to USDT for distribution. Stock splits and corporate mergers are instantly mirrored on-chain, ensuring a user experience nearly identical to holding actual U.S. equities.
Reality’s U.S. stock tokens also integrate deeply into the Bitget ecosystem: they serve as unified account margin and are compatible with core Bitget product lines including grid tradi
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ZEC/BTC Exchange Rate Retreats After Reaching New High: 「BTC Whale OG Insider」 Shorts Rate, Nets $920,000 in Profit, While Counterparty Faces Net Loss of $2.55 Million
As of May 26, Hyperinsight Monitoring (via Telegram channel @HyperInsight) reports that the ZEC/BTC trading pair has just hit a new all-time high (ATH). The rate first surged to a peak on May 20, then climbed further to reach a new record of 0.00895 on May 23.
During this rally, two major whales on the Hyperliquid exchange opened fully opposing directional "ZEC/BTC" combination positions—each exceeding $70 million in size, and now acting as direct counterparties in the trade:
1. **BTC OG Insider Whale** (position opened May 22):
- BTC Long (5x leverage): $38.6 million position size
- ZEC Short (3x leverage): $34.6 million position size
- Bet: Bitcoin will outperform Zcash (meaning the ZEC/BTC rate will decrease)
- Current net profit: +$920,000
2. **Trader Evaded** (position opened May 24):
- BTC Short (40x leverage): $40.2 million position size
- ZEC Long (5x leverage): $32.2 million position size
- Bet: Zcash will outperform Bitcoin (meaning the ZEC/BTC rate will
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