「Stock God」 Serenity Evaluates Core Holding Stock SIVE: Commercialization Potential Still in Early Stage, Worthy of Ongoing Market Attention
May 28th: Serenity, the widely-touted "New Stock Guru", released an evaluation of its core holding SIVE (Sivers Semiconductors AB). Ayar Labs announced a partnership with Wiwynn today, a development that could carry material implications for SIVE as the industry shifts toward Co-Packaged Optics (CPO) for rack-level deployments. Wiwynn’s cloud clients include Amazon, Meta, and Microsoft; it’s also in active discussions with Google for TPU deployment. Per their reference architecture, each rack requires 512+ Supernova light sources. If SIVE becomes the primary laser array supplier as expected, even moderate-scale rack deployments would unlock substantial revenue potential.
Serenity further noted that this remains in the early commercialization phase for SIVE, Ayar, and Wiwynn’s rack-level CPO solution, so it has not yet appeared on SIVE’s financial statements. Even so, the partnership has opened a critical channel for large-scale CPO adoption, serving as a clear supply chain-level signa
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Vitalik Posts Recommendation for "The Interfold": A Privacy Protocol Optimized for Scenarios Such as Voting and Secret Auctions
On May 28th, Ethereum co-founder Vitalik Buterin published a post endorsing the Interfold project—an implementation of the Minimal Anti-Collusion Infrastructure (MACI) concept he’s championed for nearly a decade. Buterin urged more people to learn about Interfold, noting it’s a privacy protocol optimized for use cases like voting and secret auctions, and underscoring its role in advancing this critical technology.
He detailed Interfold’s core mechanisms: threshold key generation, on-chain vote submissions paired with ZKP qualification proofs, arbitrary computations via Fully Homomorphic Encryption (FHE) followed by threshold decryption. These deliver robust security guarantees: unconditional voter anonymity, Ethereum-level censorship resistance, and ZK over FHE to ensure result correctness.
Current limitations include high costs for complex computations (e.g., multiplication), with only additive tallying fully mature. The team is actively working on optimizations like slashing-based
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Binance Alpha will list Sealcoin (QAIT) with a minimum threshold of 241 points.
Binance Alpha will list Sealcoin (ticker: QAIT) for trading on May 28, 2026, at 9:00 PM UTC+8.
Eligible users: Those holding at least 241 Alpha Points can claim an airdrop of 31,111 QAIT tokens on a first-come, first-served basis. If any tokens remain in the reward pool after the initial distribution, the Alpha Points requirement will automatically decrease by 5 points every 5 minutes until all tokens are claimed.
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Binance Wallet: Basketball Prediction Market Now Supports Real-Time Score Viewing
Binance Wallet Announcement (May 28)
The basketball prediction market now supports real-time score tracking, enabling users to follow game updates and market movements without leaving the app.
On May 25, Binance Wallet introduced a new feature called "Event Rush," which allows users to trade on-chain for real-world outcomes including sports matches, cryptocurrency price targets, and news events. Built on the 42.space protocol on BNB Chain, the feature lets users purchase Event Tokens (each linked to a specific outcome—for example, different tokens correspond to distinct match results) using USDT on the BSC chain, enabling users to make predictions and trades in advance.
Binance reminds users that Event Rush is powered by the third-party decentralized protocol 42.space. Binance Wallet only serves as an entry point for the feature, and its availability may be limited in certain regions due to regulatory requirements.
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BlackRock Deposits 3,900 Bitcoins and 31,702 Ethereums into Coinbase
On May 28, monitoring by OnchainLens shows BlackRock deposited 3,900 Bitcoin (valued at $285.85 million) and 31,702 Ethereum (worth $63 million) into Coinbase.
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Mizuho Raises Micron's Price Target from $800 to $1150, Expects 70% Revenue Growth by FY2027
On May 28, Mizuho Financial Group lifted its price target for Micron Technology (MU) from $800 to $1,150 while retaining an "Outperform" rating on the stock. Per Bitget market data, Micron has surged 832% over the past 12 months, with its shares currently trading at $928.50.
Mizuho forecasts Micron’s fiscal 2027 revenue and earnings per share (EPS) will grow 70% and 85% year-over-year (YoY), respectively, fueled by favorable tailwinds in the DRAM and NAND markets. The chipmaker’s price/earnings-to-growth (PEG) ratio stands at just 0.1, signaling strong growth attractiveness alongside its current trailing 12-month P/E ratio of 43.58 and 85.55% revenue expansion over the past year.
Looking further out, Mizuho projects High Bandwidth Memory (HBM) will make up 23% of Micron’s fiscal 2028 revenue, with HBM prices rising 70% to 100% YoY in calendar 2027. Additional upside is expected as Agentic AI adoption expands through 2027, combined with surging demand for DRAM and NAND in calendar 202
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