Trader recharged 4.24 million USDC to Hyperliquid, resulting in a loss of 1.33 million USD on long CL

CMB International released a report stating that the first quarter performance of overseas leading TMT companies showed strong demand for AI computing power, and several companies raised their capital expenditure guidelines, leading to short-term pressure on free cash flow. The bank believes that AI investment has a controllable impact on the profitability of leading technology companies, and the operating profit growth rate is expected to remain above 20% in the 2027/2028 fiscal year. Free cash flow is expected to rebound from the 2028 fiscal year onwards. The bank recommends Microsoft, Google, Amazon, Palo Alto Networks, and Meta.

Investor Tommy Shaughnessy pointed out that Zhipu AI has a market to sales ratio of 1280 times, MiniMax has a market to sales ratio of about 290 times, far exceeding OpenAI's 34 times and Anthropic's 21 times, and Alibaba's market to sales ratio is 1.6 times. Zhipu AI has a market value of approximately 137 billion US dollars and a revenue of approximately 107 million US dollars for the fiscal year 2025; MiniMax is valued at approximately $23 billion, with a revenue of approximately $79 million for the fiscal year 2025.

Kleros founder Cl é ment Lesaege has released a proposal on EthResear.ch, suggesting the introduction of a validator revenue redirection mechanism at the protocol layer to use a portion of the pledged revenue to fund Ethereum ecosystem public goods. If more than 51% of validators agree, the redirection ratio will be effective for all validators between 0% and 10%. The verifier can choose the funding target and proportion, and the execution client aggregates the results through the King of the Hill or Condorcet winner mechanism. The proposal points out the potential risks of validators forming groups and entrusting agents, which are currently under discussion.

According to 8MarketCap data, SK Hynix's market value hit $1.348 trillion during trading, up 5.61% in 24 hours, surpassing Bitcoin's total market value of $1.286 trillion. SK Hynix rose to 16th place in global asset market value, while Bitcoin fell to 18th place.

According to Digital Asset, the Financial Intelligence Unit (FIU) of South Korea proposed at the FATF plenary meeting to expand the scope of the virtual asset travel rule for small transactions and suggested implementing transaction restrictions on high-risk unregistered virtual asset service providers. The South Korean delegation proposed that member states should apply the Travel Rule to both remitters and recipients of VASP, and expand its scope of application to small transactions. South Korea suggests strengthening customer identity verification obligations and considering imposing transaction restrictions on high-risk unregistered VASPs.