Iranian media: About 30 ships have crossed the Strait of Hormuz with Tehran’s permission since Wednesday night
According to Iranian state media, the Islamic Revolutionary Guard Corps stated that approximately 30 vessels have crossed the Strait of Hormuz under Tehran’s authorization since Wednesday night.
[Odaily]
Data: The daily trading volume of Alibaba contracts on Hyperliquid exceeded $12.00M, and a trader who ambushed long positions in advance has a floating profit of 25.00%
According to Reuters, citing sources, the United States has approved 10 Chinese technology companies, including Alibaba, ByteDance, Tencent, and JD.com, to purchase Nvidia H200 AI chips. Alibaba, Tencent Holdings, and JD.com in Hong Kong stocks were once significantly boosted during the session due to expectations, but after the related positive news landed, Tencent has now given back most of its gains, while JD.com has maintained a high position.
Hyperinsight monitoring shows that on the chain, among the traditional market contracts currently supported by Hyperliquid, BABA (Alibaba mapped contract) is the only option among the relevant targets. After a surge of 11% last night and this morning, the contract has slightly fallen back by about 4% during the day and is now trading at $140.00, with a 24-hour trading volume exceeding $12.00M for the first time recently.
A Hyperliquid trader anticipated the move and went long 2,000 BABA contracts with 10x leverage in the past two days, with an average price of $137.00, holding a position size of approximately $280,000.00, and has currently recorded a floating profit of 24.50%.
[ChainCatcher]
BlackRock Deposits $307.00M Worth of Bitcoin and Ethereum to Coinbase
According to Onchain Lens monitoring, BlackRock deposited 3,581 BTC into Coinbase, valued at 284.62 million USD.
Additionally, they deposited 9,876 ETH, valued at 22.29 million USD.
[Odaily Planet Daily News]
Bullish’s Q1 revenue misses expectations, down nearly 8% pre-market
PANews, May 14: Bullish (NYSE: BLSH), a cryptocurrency trading platform, announced its Q1 2026 financial results. Adjusted revenue totaled $92.8 million, below the FactSet analyst consensus estimate of $94.9 million; adjusted EBITDA was $35.1 million, also lower than the market expectation of $38.0 million.
Bullish reported a net loss of $604.9 million for Q1, or $3.85 per share, compared to a net loss of $348.6 million in the same period last year. Transaction-related revenue declined year-on-year, impacted by weakening digital asset prices and reduced trading activity.
As of pre-market trading on May 14, Bullish’s stock price fell 7.9% to $38.51.
[PANews]
Binance Will List Gensyn (AIGENSYN) and Add a Seed Tag to It
Binance will list Gensyn (AIGENSYN) on May 14, 2026, at 21:00 (UTC+8).
The following spot trading pairs will be available upon listing: AIGENSYN/USDT, AIGENSYN/USDC, and AIGENSYN/TRY.
[ChainCatcher]
Coinbase CEO: Today’s vote on the Clarity Act is a major opportunity to move the U.S. financial system forward
Brian Armstrong stated on the X platform that today’s vote on the Clarity Act is a significant opportunity to advance the U.S. financial system.
Previous news indicated that 7 Democratic senators on the U.S. Senate Banking Committee may play a key role in advancing the Clarity Act; the bill will enter the committee review stage, and if passed, will be submitted to the full Senate for a vote.
[Odaily]
TSMC, Alibaba, and Samsung are driving emerging market stock gains
Emerging market stocks rose for the third consecutive trading day this week, with technology companies continuing their strong upward momentum, supported by optimistic sentiment regarding increased demand for artificial intelligence-related hardware and services. The benchmark MSCI Emerging Markets Index gained 0.7%, bringing its cumulative monthly gain to over 7%.
Among these, TSMC, Alibaba, and Samsung Electronics collectively contributed 105% of the index’s gains—meaning that, absent the performance of these three stocks, the index would have posted an overall decline. Since early April, chipmakers have led the market rebound, with upward revisions to corporate earnings largely offsetting inflation concerns triggered by the Iran war.
Although the information technology sector rose 1.4% on Thursday, utilities, energy, and industrial sectors declined, highlighting a pronounced divergence between Asian tech stocks and other emerging market industries.
[Odaily]
BTC options implied volatility remains low as the US Clarity Act review approaches.
PANews May 14th, the U.S. Senate is expected to conduct a line-by-line review (markup) of the digital asset bill “Clarity Act” on May 14th. The latest draft bill proposes to prohibit the payment of interest on stablecoin balances, impose a maximum fine of $5.00 million for violations, and include the U.S. Treasury Department as a rule-making body alongside the SEC and CFTC.
Despite high market attention and the submission of more than 100 amendments, the Bitcoin options market has not significantly priced in event risk. Block Scholes data shows that BTC short-term option implied volatility has fallen to approximately 30.00%, close to its low for the year.
Sygnum Bank investment strategist Can-Luca Köymen said that as the regulatory framework gradually advances, Bitcoin’s position as a strategic allocation asset is strengthening.
[CoinDesk]
Jefferies: The Samsung strike could affect approximately 3% of global memory chip production.
According to Jefferies, the current Samsung strike could affect approximately 3% of global memory chip production. The supply of memory chips is already facing historically tight conditions.
Any reduction in Samsung’s output will further increase demand for Micron hardware, which has already surged significantly due to the AI infrastructure build-out boom. Samsung’s difficulties could also benefit SanDisk, a competitor of Samsung in the NAND flash memory chip market.
Micron’s stock surged sharply on Wednesday, with its market capitalization exceeding $900 billion for the first time.
[Odaily]
Binance will list Gensyn (AIGENSYN) tonight at 21:00.
Binance will list Gensyn (AIGENSYN) on May 14 at 13:00 UTC and open spot trading pairs AIGENSYN/USDT, AIGENSYN/USDC, and AIGENSYN/TRY. Binance will also assign the Seed Tag to this token.
The AIGENSYN deposit channel opened one hour before trading commenced, and withdrawals will open on May 15 at 13:00 UTC. Additionally, the project team will allocate an extra 125 million AIGENSYN tokens for future marketing activities.
Gensyn is positioned as an open machine intelligence infrastructure network for AI.
Bullish’s first-quarter revenue fell short of expectations, down nearly 8.00% in pre-market trading.
Bullish (NYSE: BLSH), a cryptocurrency trading platform, announced its first-quarter 2026 financial results, reporting adjusted revenue of $92.8 million—below the $94.9 million forecast by FactSet analysts—and adjusted EBITDA of $35.1 million, also below the market expectation of $38.0 million.
Bullish reported a net loss of $604.9 million for Q1, or $3.85 per share, compared to a net loss of $348.6 million in the same period last year. Trading-related revenue declined year-on-year, impacted by weakening digital asset prices and reduced trading activity.
As of pre-market trading on May 14, Bullish’s stock price fell 7.9% to $38.51. Coinbase and Robinhood previously reported first-quarter results that missed expectations; Robinhood’s crypto business revenue dropped 47% year-on-year to $134 million.
Additionally, Bullish previously announced its agreement to acquire Equiniti—a stock transfer agent and shareholder services company—for $4.2 billion to expand its tokenized securities-related offerings.
[Odaily][CoinDesk]
An ETH purchase made in 2015 at a certain address for $120 is now worth $900,000, representing a return of over 7,500x in 10 years.
According to Arkham monitoring, an address purchased ETH for $120 during Ethereum’s 2015 presale and today transferred 50 ETH to a new wallet while depositing 350 ETH into Bitstamp.
This address has held the assets for a full 10 years, generating a return of over 7,500x. At current prices, its ETH holdings are valued at approximately $900,000.
[Odaily]
Spot gold breaks through the $4,700.00 level
According to Gate data, spot gold broke through the $4,700/ounce mark, now trading at $4,700.09, up 0.24% on the day.
[Odaily星球日报]
This week’s Bybit Savings “Crazy Thursday” event currency is USDtb.
Bybit Savings’ “Crazy Thursday” campaign this week features USDtb. Eligible new users can deposit USDT to earn USDtb rewards with an annualized yield of 555%. After the campaign ends, users who hold USDtb will earn passive U.S. Treasury yields—currently as high as 3.4% APY—and USDtb can also be used for trading, collateralization, and DeFi.
USDtb is a U.S. dollar stablecoin fully backed by an institutional-grade tokenized U.S. Treasury fund, enabling on-chain assets to directly access real-world U.S. Treasury yields while offering institutional-grade stability and ample liquidity.
[Foresight News]
Data: BlackRock deposits $307 million worth of Bitcoin and Ethereum into Coinbase
Onchain Lens monitoring shows that BlackRock deposited 3,581 Bitcoin into Coinbase, worth $284.62 million.
In addition, BlackRock also deposited 9,876 Ethereum, worth $22.29 million.
[ChainCatcher]
Today’s Market Pulse
Geopolitical tensions with Iran are rising while AI chip developments and institutional adoption continue to reshape market dynamics, creating divergent sentiment across asset classes.
Key Themes
Geopolitical Risk & Safe Assets
Iranian vessels crossing the Strait of Hormuz suggest escalating regional tensions, driving safe-haven demand as spot gold breaks through $4,700. This risk-off environment hasn’t yet significantly impacted crypto markets, creating a potential divergence in investor behavior between traditional and digital assets.
AI Chip Revolution & Market Impact
The US approval for Chinese tech firms to purchase Nvidia H200 chips, combined with Samsung’s strike affecting global memory chip production, is fueling AI infrastructure momentum. Alibaba, TSMC, and Samsung are driving emerging market gains, demonstrating how the AI narrative is overriding broader inflation concerns and creating sector divergence.
Institutional Adoption & Regulatory Clarity
BlackRock’s $307M deposit of BTC and ETH to Coinbase signals continued institutional confidence, despite Bullish‘s disappointing Q1 results showing 8% revenue miss. Bitcoin options volatility remains near yearly lows as the Senate reviews the Clarity Act, suggesting the market isn’t pricing in significant regulatory risk and views crypto as a strategic asset.
Emerging Opportunities & Sector Rotation
While exchanges face headwinds, specific AI opportunities are emerging, evidenced by Binance listing Gensyn (AIGENSYN) with a seed tag. This contrasts with traditional exchange performance and suggests investors are rotating from general crypto infrastructure to specific AI narratives, as seen in the 7,500x return from early ETH holders.
RichSilo Verdict
Smart money should monitor how geopolitical tensions evolve versus continued institutional accumulation, with BlackRock’s activity serving as a key sentiment indicator. The AI chip narrative remains powerful, but the Samsung strike’s impact on supply chains and the Clarity Act’s final language could create near-term volatility. The divergence between exchange performance and AI token opportunities suggests strategic sector rotation is underway, favoring specific AI infrastructure plays over general exchange exposure.
