Iranian Foreign Minister: We have received a message from the United States that they want to continue negotiations
Iranian Foreign Minister Araghchi stated that they have received messages from the United States indicating its desire to continue negotiations.
[Jin10]
Bitget IPO Prime Phase 2 project preOPAI has now completed distribution, and spot trading will be opened today at 22:00.
According to the official announcement, the preOPAI project of Bitget IPO Prime Phase II has completed allocation, and spot trading will commence today at 22:00 (UTC+8).
For more details, please refer to the official Bitget platform.
[Odaily]
U.S. stock valuations approach the peak of the dot-com bubble, with the Shiller P/E ratio rising to 42.18
May 15th news, according to CoinDesk reports, U.S. stock valuations are approaching levels seen during the dot-com bubble, with the Shiller CAPE (Cyclically Adjusted Price-to-Earnings ratio), a measure of long-term valuation, rising to 42.18, just below the 44.19 peak during the 1999 bubble.
Historical data shows that the S&P 500 index subsequently fell by about 50.00% cumulatively after the 1999 high. Market analysis suggests that U.S. stock valuation risks are re-accumulating amid the continued rise of tech stocks driven by the AI boom.
[PANews]
Trump Delayed Disclosing Multimillion-Dollar Stock Trades, Fined $200.00 Again
Trump’s latest investment declaration documents show that he sold Microsoft and Amazon stocks worth $5.00 million to $25.00 million in February this year, and repurchased the stocks of the two companies in March. However, he failed to complete the disclosure within the statutory 45 days, and was therefore fined $200.00, which is the third time this year that he has been fined for the same violation.
It is worth noting that Trump also bought NVIDIA stock on February 10. A few days later, NVIDIA announced a multi-year cooperation agreement with Meta, and the stock price rose by about 2.50%; in addition, the time he bought Microsoft and Amazon stocks was also months before the Pentagon announced the deployment of classified computing network technology contracts to the two companies.
Trump did not sell his stock portfolio during his second term. His assets were held by a trust managed by his children, which is different from the blind trust arrangement commonly used by previous presidents. At present, although both parties in the US Congress have repeatedly proposed bills to prohibit officials from trading stocks during their tenure, the progress of relevant legislation has stalled.
[Odaily]
a16z Legal Advisor: The core significance of the CLARITY Act lies in granting decentralized networks independent legal status
a16z’s General Counsel, Miles Jennings, wrote an article expressing his views on the “CLARITY Act,” arguing that the core significance of the bill is not simply regulatory compliance, but rather the first time to provide a separate legal framework for decentralized blockchain networks that is different from corporate law.
The article points out that the current legal system takes the company as the default organizational form, requiring the existence of a controlling party, which, when applied to blockchain networks, leads to the concentration of power and the seizure of value by intermediaries, which violates the distributed design of the network itself.
Jennings believes that blockchain networks can distribute value to marginal participants rather than concentrating it in the center, and the “CLARITY Act” provides legal feasibility for this path.
[Foresight News]
Iranian Foreign Minister reiterates lack of trust in the United States, but still hopes to maintain a ceasefire to leave room for diplomacy.
Iranian Foreign Minister Abbas Araghchi said in New Delhi on Friday that Tehran has “no trust” in the United States and would only consider negotiations if Washington showed a “serious attitude.” He said during a meeting of BRICS foreign ministers that Iran is trying to maintain the current ceasefire in order to create space for diplomatic efforts.
According to several media reports, Araghchi stressed Iran’s long-standing lack of trust in the United States, saying that any communication under the current situation depends on whether the United States demonstrates a “serious and credible position.”
He also said that Iran still hopes to maintain the ceasefire in order to leave opportunities for subsequent diplomatic contacts and de-escalation of the situation.
[Golden Ten Data]
OpenAI may consider taking legal action against Apple over the integration of ChatGPT into Siri.
According to Fortune, OpenAI is considering legal action against Apple due to dissatisfaction with how ChatGPT’s integration into Siri has been used and commercialized. OpenAI believes this partnership has failed to effectively drive user conversion to ChatGPT’s paid subscription, potentially constituting a breach of contractual expectations.
Reports indicate that the two parties initially formed a partnership about two years ago: Apple integrated ChatGPT to enhance Siri’s ability to handle complex queries, while OpenAI leveraged Apple’s ecosystem to expand its user reach. However, OpenAI has expressed “disappointment” with ChatGPT’s current presentation and traffic-driving effectiveness within Siri.
It is reported that OpenAI’s legal team has partnered with external law firms to evaluate multiple response options, including potential litigation. Meanwhile, the partnership has grown increasingly strained, and Apple is also exploring deeper collaboration opportunities with OpenAI’s competitors.
Analysts suggest the core of this dispute lies in questions of commercial ownership and traffic allocation following AI capability integration into a platform—specifically, whether “embedding a feature without driving subscription conversions” constitutes a material breach of commercial terms. As of now, neither party has publicly responded regarding potential litigation.
[ChainCatcher]
Iranian Foreign Minister: Iran Not Seeking to Develop Nuclear Weapons
May 15th news, according to a report by the Islamic Republic News Agency of Iran on the 15th, Iranian Foreign Minister Araghchi stated that Iran is not seeking to develop nuclear weapons, and the Strait of Hormuz should be jointly managed by Iran and Oman. The Strait of Hormuz is still open to commercial vessels of friendly countries, and the passage of relevant vessels only needs to be coordinated with the Iranian military.
Araghchi said that the Strait of Hormuz is open and all ships can pass through, except for hostile countries. He stated that the passage of ships from other countries “only needs to be coordinated with the Iranian military.”
U.S. President Trump said: Accept Iran’s suspension of its nuclear program for 20 years, but it must be a “real” commitment. We have achieved a complete victory in military operations against Iran. Iran’s bridges and power facilities are targets we can strike.
[PANews]
Iranian Foreign Minister Araghchi: An agreement has been reached with the United States to postpone negotiations on enriched uranium materials.
Iranian Foreign Minister Araghchi stated that the enriched uranium issue we are dealing with is quite complex.
An agreement has been reached with the United States to postpone negotiations on enriched uranium materials.
[Odaily]
Avenir Group solidifies its position as the largest institutional holder of Asia’s largest Bitcoin ETF, ranking first in the region for eight consecutive quarters.
May 15th news, the latest SEC filings show that as of March 31, 2026, Avenir Group held 18,276,100 shares of BlackRock’s IBIT Bitcoin spot ETF, with a holding market value of approximately $702.00 million based on the closing price at the end of the quarter, a slight decrease of approximately 0.061% compared to the fourth quarter of 2025.
Since the second quarter of 2024, Avenir Group has maintained its position as the largest institutional holder of Bitcoin ETFs in Asia for eight consecutive quarters.
[PANews]
Planet Daily
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US President Trump concludes his visit to China;
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Market analysis: Asian markets performed weakly, with profit-taking being the main reason;
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The United States has rejected Iran’s written proposal to end the war;
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The UAE will build a new oil pipeline in 2027, bypassing Hormuz;
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Polymarket becomes the exclusive prediction market partner of Serie A;
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OKX plans to jointly acquire approximately 20% of Coinone’s equity with Korea Investment & Securities;
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Kalshi’s weekly nominal trading volume exceeds $4.10B, approximately 2.13 times that of Polymarket;
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Greeks.live: 25,000 BTC options and 274,000 ETH options will expire this Friday;
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HYPE’s largest long position with 5x leverage has a floating profit of over $10.21M;
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Upbit will launch Irys (IRYS) KRW, BTC, and USDT trading markets.
Cerebras IPO Beneficiaries Revealed: Benchmark and OpenAI Both Profit
The IPO process of AI chip company Cerebras Systems has once again attracted market attention, with its main beneficiaries including Foundation, well-known venture capital firm Benchmark, and OpenAI.
Cerebras has long been regarded as a potential competitor to Nvidia, dedicated to developing ultra-large-scale AI chips, but its commercialization process has been fraught with twists and turns. The company withdrew its IPO prospectus in 2025, causing its listing plan to stall.
However, as the AI infrastructure boom continues to heat up, the market is re-focusing on its potential listing value and early investor returns. Early investment institutions, including Benchmark, and OpenAI, which has a cooperative relationship with the company, may all obtain considerable gains from Cerebras’ future listing.
[The Information]
Interactive Brokers Launches Unified Prediction Market Trading Service
Interactive Brokers, a leading brokerage firm, has announced the launch of a unified prediction market trading service that will integrate Kalshi, CME Group, and ForecastEx. This enables users to trade multiple prediction market contracts on a single platform and interface, alongside unified management of stocks, options, forex, futures, cryptocurrencies, and bonds.
The platform supports real-time visibility into liquidity, pricing, and fees across exchanges, and provides unified portfolio management, real-time position tracking, and consolidated reporting.
The service is currently available to qualified clients, with Kalshi- and CME-related contracts rolling out in phases.
[Businesswire]
Nof1, an AI research lab focused on financial markets, completes a $15.00M financing round, co-led by SUI Group and Karatage.
NASDAQ-listed SUI Group and London-based hedge fund Karatage co-led a $15 million funding round for Nof1, an AI research lab focused on financial markets. Previously, the two firms jointly invested—with TwinPath Ventures—in Recursive Superintelligence, a self-evolving AI startup valued at over $4 billion.
Both investments rest on the same core thesis: autonomous AI agents will become the foundational infrastructure of future investment activities, and companies that establish training environments today may dominate the financial landscape of tomorrow.
[CoinDesk]
ARK Invest significantly increased its holdings in Circle, Robinhood, and Bitmine in Q1, while reducing its position in Coinbase.
The Q1 2026 13F report filed by Cathie Wood’s ARK Invest shows that it significantly increased its holdings in Circle, Robinhood, Bitmine, and Bullish in Q1, while reducing its holdings in Coinbase.
Specifically, ARK Invest significantly increased its holdings in Circle (CRCL) by approximately 368,000 shares, bringing its total holdings to approximately 4.50 million shares, with a market value of approximately $430.00 million, accounting for 3.34%; it also increased its holdings in Robinhood (HOOD) by approximately 1.19 million shares, with a market value of approximately $416.00 million; Bullish (BLSH) and Bitmine (BMNR) increased by approximately 1.74 million shares and 240,000 shares, respectively.
In addition, ARK Invest reduced its holdings in Coinbase (COIN), currently holding approximately 2.37 million shares, with a market value of approximately $414.00 million, accounting for 3.22%.
[ChainCatcher]
AI trading lab Nof1 completes $15.00M financing, co-led by SUI Group and Karatage
According to CoinDesk, AI trading lab Nof1 has raised $15 million in funding, co-led by SUI treasury company SUI Group and London-based hedge fund Karatage.
Nof1’s experimental platform, Alpha Arena, hosts autonomous trading competitions among cutting-edge AI models—including OpenAI, Anthropic, Google, and xAI—in live capital environments; it is currently in its second season.
Nof1 plans to launch a consumer-facing market programming agent platform following the conclusion of Season 2.
[Foresight News]
The UK 30-year government bond yield rose to 5.82%, the highest level since 1998.
On May 15, the yield on 30-year UK government bonds rose 16 basis points intraday to 5.82%, reaching its highest level since 1998.
[PANews]
ZachXBT Flags Multi-Chain THORChain Exploit as Stolen Funds Surge Past $10 Million
Cross-chain liquidity protocol THORChain appears to have been compromised in a coordinated exploit spanning at least four major networks, with stolen funds already exceeding $10 million, according to onchain investigator ZachXBT.
In an alert posted on Telegram on Friday, the sleuth said that THORChain was likely exploited on Bitcoin, Ethereum, BNB Chain, and Base. ZachXBT has not yet attributed the exploit to a known threat actor.
THORChain has paused trading after the suspected exploit. This is a developing story. BeInCrypto has reached out to THORChain for comment.
[BeInCrypto]
Iranian Foreign Minister: The U.S. must be serious to restart negotiations
The two-day BRICS Foreign Ministers’ Meeting concluded today (May 15) in India. Iranian Foreign Minister Araghchi, who attended the meeting, said at a press conference that Iran is trying to maintain the ceasefire and give diplomacy a chance, but is also prepared to return to the battlefield.
Araghchi said that the negotiations between Iran and the United States aimed at ending the war are still stalled, and Pakistan’s mediation process has not failed, but has encountered “difficulties” – Iran has “no trust” in the United States, and Iran is only interested in negotiating with the United States if the US side is serious.
Araghchi pointed out that the “contradictory messages” released by the US side have made Iran doubt the true intentions of the US side in the negotiations.
[CCTV International News]
Today’s Market Pulse
Crypto markets navigate heightened geopolitical tensions while witnessing accelerating institutional adoption and AI convergence, with traditional market signals suggesting possible risk repositioning.
Key Themes
Geopolitical Crosscurrents and Crypto Resilience
Iranian Foreign Minister Araghchi has expressed both willingness to negotiate with the US and continued distrust, creating contradictory signals that could impact Middle Eastern stability. Meanwhile, a $10M+ exploit on THORChain highlights persistent security challenges in DeFi. These geopolitical tensions and security incidents test crypto market resilience but also underscore the sector’s value as an alternative financial system during uncertain times.
Institutional Flows and Market Structure Evolution
Avenir Group maintains its position as Asia’s largest Bitcoin ETF holder for eight consecutive quarters, while ARK Invest significantly increased positions in Circle and Robinhood while reducing Coinbase exposure. Interactive Brokers’ launch of a unified prediction market service integrating Kalshi, CME Group, and ForecastEx signals traditional finance’s growing embrace of prediction markets. These developments indicate maturing market structure and continued institutional interest despite volatility.
AI-Crypto Nexus Acceleration
OpenAI’s potential legal action against Apple over ChatGPT integration, Cerebras’ IPO benefiting OpenAI and Benchmark, and Nof1’s $15M funding for AI trading agents signal accelerating convergence between AI and crypto. This convergence represents a significant technological shift that could create new investment opportunities at the intersection of these two transformative technologies, particularly in autonomous trading and AI-powered financial infrastructure.
Traditional Market Signals and Crypto Implications
US stock valuations approaching dot-com bubble levels (Shiller P/E at 42.18) and UK 30-year bond yields reaching 24-year highs (5.82%) suggest potential revaluation across risk assets. These traditional market indicators could drive capital rotation toward crypto as investors seek alternatives to overvalued equity markets and rising bond yields, particularly if geopolitical tensions further destabilize traditional markets.
RichSilo Verdict
Smart money should monitor the interplay between geopolitical risks and institutional inflows into crypto, with particular attention to the accelerating AI-crypto convergence as a potential alpha generation source. The THORChain exploit underscores the need for enhanced security measures, while traditional market valuations suggest crypto may benefit from potential capital rotation. Key catalysts to watch include regulatory developments like the CLARITY Act, resolution of Iran-US tensions, and further institutional adoption signals.
