「BTC OG Insider Whale」 Proxy: Single Catalyst Insufficient to Break Market, Requires Two Out of Credit, Fed, Geopolitics Trinity
On May 28, Garrett Jin, an agent with BTC OG Whale Insider, released the Weekly Market Signal Strategy report, noting that geopolitical developments and the U.S. dollar are stuck in a stalemate. The Strait of Hormuz situation remains unresolved after the U.S. took targeted action against Iran. While U.S. Secretary of State Pompeo referenced “good news,” the White House rejected Iran’s draft peace agreement.
U.S. 10-year Treasury yields continue hovering near a 19-year high, sitting in the 5.07–5.18% range. The S&P 500 index briefly hit a new peak before a sharp pullback. Garrett Jin believes no single catalyst will break the current market impasse, and a true turning point will only emerge when at least two of three factors converge: credit conditions, Federal Reserve policy, and geopolitical shifts.
Additionally, AI-related capital spending is spreading rapidly from the U.S. to Asia. ByteDance’s capital expenditure is expected to surge to a record $70 billion this year, with Ten
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Hong Kong Plans to Establish International Commercial Court to Hear Cross-Border Disputes, with Judgments Enforceable in Mainland China
May 28 – The Hong Kong Judiciary announced plans to launch the Hong Kong International Commercial Court (HKICC) under the High Court, a specialized court dedicated to resolving high-value, complex international and cross-border commercial disputes, with judgments enforceable in Mainland China. As a branch of the High Court, the HKICC’s establishment is authorized by the legal framework outlined in the High Court Ordinance and the High Court Rules. To align with global practices and reflect the international, cross-jurisdictional nature of its cases, the HKICC will widely adopt technology in case processing — including remote hearings, electronic filings, e-bundling, and voice-to-text transcription systems — to boost judicial efficiency.
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Bitget has launched the USDT-settled CTR perpetual contract and simultaneously launched the SNOW stock contract.
On May 28, Bitget announced via an official statement that it has launched U-based CTR perpetual contracts and SNOW (Snowflake Inc.) stock contracts, both supporting up to 20x leverage. For full details, please visit Bitget’s official platform.
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VanEck's tokenized treasury bond fund VBILL lands on lending platform Euler
On May 28, VanEck’s tokenized U.S. Treasury bond fund VBILL launched on the decentralized lending platform Euler. Issued by Securitize, the fund enables investors to use tokenized U.S. Treasury bonds as collateral for on-chain borrowing and liquidity provision, while upholding the compliance limits tied to the asset. Earlier this year, Euler integrated Securitize’s DS Protocol, which lets tokenized securities interact with lending markets while preserving investor qualification standards and transfer restrictions.
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「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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