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On May 30, Peter Berezin, Chief Global Strategist at BCA Research, analyzed that the current AI bubble is primarily a profit bubble rather than a traditional valuation bubble. Unlike many previous stock market bubbles characterized by a rapid rise in price-to-earnings (PE) ratios, the valuations in the current AI-related sectors, especially semiconductors, are relatively reasonable, but the profit expectations are overly optimistic and unsustainable. Historically, similar situations occurred with real estate developers and banks before the 2008 financial crisis: they appeared to have low PE ratios but actually relied on unsustainable profit surges. Once profits fail to materialize, the bubble will burst. Peter pointed out that semiconductor sales have shown parabolic growth, and current AI demand indicators have not yet indicated an imminent bubble burst, but all bubbles eventually come to an end. Peter emphasized that investors should not overly rely on Wall Street analysts' profit forecasts, as stock prices typically decline significantly before profit expectations begin to be downgraded. In previous cycles, stock prices reached their peaks, and the forward 12-month EPS often began to decline several months later; waiting until EPS downgrades to sell could result in severe losses. The key to current investment is to monitor changes in AI demand indicators in advance.

[BCA Chief Discusses AI Frenzy Peak: Current Profit Bubble Rather Than Traditional Valuation Bubble, AI Demand Indicators Will Reflect Market Phase]On May 30, Peter Berezin, Chief Global Strategist at BCA Research, analyzed that the current AI bubble is primarily a profit bubble rather than a traditional valuation bubble. Unlike many previous stock market bubbles characterized by a rapid rise in price-to-earnings (PE) ratios, the valuations in the current AI-related sectors, especially semiconductors, are relatively reasonable, but the profit expectations are overly optimistic and unsustainable. Historically, similar situations occurred with real estate developers and banks before the 2008 financial crisis: they appeared to have low PE ratios but actually relied on unsustainable profit surges. Once profits fail to materialize, the bubble will burst. Peter pointed out that semiconductor sales have shown parabolic growth, and current AI demand indicators have not yet indicated an imminent bubble burst, but all bubbles eventually come to an end. Peter emphasized that investors should not overly rely on Wall Street analysts' profit forecasts, as stock prices typically decline significantly before profit expectations begin to be downgraded. In previous cycles, stock prices reached their peaks, and the forward 12-month EPS often began to decline several months later; waiting until EPS downgrades to sell could result in severe losses. The key to current investment is to monitor changes in AI demand indicators in advance.

BCA Chief Discusses AI Frenzy Peak: Current Profit Bubble Rather Than Traditional Valuation Bubble, AI Demand Indicators Will Reflect Market Phase

On May 30, Iranian media reported that a member of the Iranian Parliament's presiding board, Salimi, stated that the plan for Iran to implement "sovereign control" over the Strait of Hormuz is set to be approved by the Parliament, with hopes of being passed as a permanent law. According to the Iranian Students' News Agency, Salimi mentioned that only Iran and Oman have the authority to decide on the management of the Strait of Hormuz. Iran has already communicated with Oman, which has also expressed preliminary agreement, and the relevant plan is expected to be finalized soon. (Xinhua News Agency)

[Iranian Parliament to Approve Sovereign Control Plan for Strait of Hormuz]On May 30, Iranian media reported that a member of the Iranian Parliament's presiding board, Salimi, stated that the plan for Iran to implement "sovereign control" over the Strait of Hormuz is set to be approved by the Parliament, with hopes of being passed as a permanent law. According to the Iranian Students' News Agency, Salimi mentioned that only Iran and Oman have the authority to decide on the management of the Strait of Hormuz. Iran has already communicated with Oman, which has also expressed preliminary agreement, and the relevant plan is expected to be finalized soon. (Xinhua News Agency)

Iranian Parliament to Approve Sovereign Control Plan for Strait of Hormuz

On May 30, sources revealed that OpenAI has been in discussions with Citigroup and JPMorgan regarding their participation in the upcoming IPO. Citigroup and JPMorgan may join Goldman Sachs and Morgan Stanley in preparing for the listing. However, sources indicated that discussions with Citigroup and JPMorgan do not guarantee their final participation in the IPO, and other investment banks may also get involved. Previously, on May 21, it was reported that OpenAI plans to submit a confidential IPO application to regulators soon, with investment banks including Goldman Sachs and Morgan Stanley assisting in drafting the IPO prospectus, intending to submit documents to regulators in secrecy shortly. Some insiders stated that OpenAI aims to launch its IPO as early as September, although the plans remain subject to change. According to monitoring by PolyBeats, the probability of OpenAI going public by the end of September is 29%, while the probability of going public by the end of the year is 70%.

[OpenAI Discusses IPO Participation with Citigroup and JPMorgan]On May 30, sources revealed that OpenAI has been in discussions with Citigroup and JPMorgan regarding their participation in the upcoming IPO. Citigroup and JPMorgan may join Goldman Sachs and Morgan Stanley in preparing for the listing. However, sources indicated that discussions with Citigroup and JPMorgan do not guarantee their final participation in the IPO, and other investment banks may also get involved. Previously, on May 21, it was reported that OpenAI plans to submit a confidential IPO application to regulators soon, with investment banks including Goldman Sachs and Morgan Stanley assisting in drafting the IPO prospectus, intending to submit documents to regulators in secrecy shortly. Some insiders stated that OpenAI aims to launch its IPO as early as September, although the plans remain subject to change. According to monitoring by PolyBeats, the probability of OpenAI going public by the end of September is 29%, while the probability of going public by the end of the year is 70%.

OpenAI Discusses IPO Participation with Citigroup and JPMorgan

On May 30, 'New Stock God' Serenity published an analysis of the latest news from Foxconn's shareholder meeting, strongly recommending its subsidiary Xunxin Technology Holdings. According to the shareholder meeting, the CPO (Co-Packaged Optics) switch products are confirmed to start shipping in Q3, with a target of 10,000 units by 2026, aiming for global leadership and expecting explosive growth next year. Serenity specifically mentioned that the subsidiary responsible for advanced optical business at Foxconn is Xunxin Technology Holdings Limited. These exponential shipping volumes have not yet fully reflected in the financial reports, but they are likely to become evident in the second half of the year. This is a strategic positioning for the next super cycle, representing the next major opportunity in AI hardware. Note from BlockBeats: Serenity is a highly influential veteran trader in the WallStreetBets (WSB) section of Reddit, with a cumulative investment return rate exceeding 38 times this year. Its core research findings are consistently made publicly available for free, focusing on key supporting elements in the Nvidia AI chip supply chain. By thoroughly analyzing the indispensable 'screw' components in the chip manufacturing and packaging processes, Serenity accurately identifies critical chokepoints in the supply chain and seeks to invest in upstream targets with scarcity and bargaining power. SIVE (Sivers Semiconductors) is the most frequently mentioned stock by Serenity, having been recommended 190 times. Since its first public recommendation on March 16, 2026, it has surged 19.6 times.

[Serenity Predicts AI Hardware Investment Opportunities: Foxconn CPO Switch to Ship in Q3, Xunxin to Handle Advanced Optical Business]On May 30, 'New Stock God' Serenity published an analysis of the latest news from Foxconn's shareholder meeting, strongly recommending its subsidiary Xunxin Technology Holdings. According to the shareholder meeting, the CPO (Co-Packaged Optics) switch products are confirmed to start shipping in Q3, with a target of 10,000 units by 2026, aiming for global leadership and expecting explosive growth next year. Serenity specifically mentioned that the subsidiary responsible for advanced optical business at Foxconn is Xunxin Technology Holdings Limited. These exponential shipping volumes have not yet fully reflected in the financial reports, but they are likely to become evident in the second half of the year. This is a strategic positioning for the next super cycle, representing the next major opportunity in AI hardware. Note from BlockBeats: Serenity is a highly influential veteran trader in the WallStreetBets (WSB) section of Reddit, with a cumulative investment return rate exceeding 38 times this year. Its core research findings are consistently made publicly available for free, focusing on key supporting elements in the Nvidia AI chip supply chain. By thoroughly analyzing the indispensable 'screw' components in the chip manufacturing and packaging processes, Serenity accurately identifies critical chokepoints in the supply chain and seeks to invest in upstream targets with scarcity and bargaining power. SIVE (Sivers Semiconductors) is the most frequently mentioned stock by Serenity, having been recommended 190 times. Since its first public recommendation on March 16, 2026, it has surged 19.6 times.

Serenity Predicts AI Hardware Investment Opportunities: Foxconn CPO Switch to Ship in Q3, Xunxin to Handle Advanced Optical Business

On May 30, Axios reported that sources indicate NVIDIA is set to enter the personal computer market, with the first Windows PCs featuring its chips as the main processors expected to be unveiled next week. NVIDIA and Microsoft will showcase their collaborative results and the initial PCs equipped with these chips at two major industry events: Computex in Taipei and the Microsoft Build Developer Conference. Sources suggest that PCs with NVIDIA chips are likely to appear in Microsoft's Surface brand as well as products from other manufacturers, including Dell. Microsoft is also expected to launch software that will allow users to more easily run AI agents locally on Windows PCs.

[First Windows PCs with NVIDIA Chips Expected to Debut Next Week]On May 30, Axios reported that sources indicate NVIDIA is set to enter the personal computer market, with the first Windows PCs featuring its chips as the main processors expected to be unveiled next week. NVIDIA and Microsoft will showcase their collaborative results and the initial PCs equipped with these chips at two major industry events: Computex in Taipei and the Microsoft Build Developer Conference. Sources suggest that PCs with NVIDIA chips are likely to appear in Microsoft's Surface brand as well as products from other manufacturers, including Dell. Microsoft is also expected to launch software that will allow users to more easily run AI agents locally on Windows PCs.

First Windows PCs with NVIDIA Chips Expected to Debut Next Week

On May 30, Rand, the founder of the Zama protocol, released the latest statement regarding the freezing of the cUSDC contract. The root cause has been identified; the incident is entirely unrelated to Zama itself or its privacy technology, but stems from an address associated with Overnight Finance that previously deposited approximately $12.5 million in USDC. At that time, the address was not marked on any sanctions list and was not intercepted by KYT tools. However, a U.S. court issued a restraining order last night to freeze the hacker's associated wallet. Since over 99% of the funds in the contract came from this hacker, the court directly requested the freezing of the entire wrapped contract to lock the illicit funds. Zama emphasizes its commitment to a 'compliant and confidential' stance and will not tolerate any illegal activities. Currently, they are communicating with various parties to unfreeze the contract as soon as possible, while also suspending the cUSDC, cUSDT, and cWETH contracts for a thorough investigation. A detailed post-incident analysis and future plans for handling such court requests will be released subsequently.

[Zama Founder: Communicating with Parties to Unfreeze cUSDC Contract and Will Release Detailed Post-Incident Analysis]On May 30, Rand, the founder of the Zama protocol, released the latest statement regarding the freezing of the cUSDC contract. The root cause has been identified; the incident is entirely unrelated to Zama itself or its privacy technology, but stems from an address associated with Overnight Finance that previously deposited approximately $12.5 million in USDC. At that time, the address was not marked on any sanctions list and was not intercepted by KYT tools. However, a U.S. court issued a restraining order last night to freeze the hacker's associated wallet. Since over 99% of the funds in the contract came from this hacker, the court directly requested the freezing of the entire wrapped contract to lock the illicit funds. Zama emphasizes its commitment to a 'compliant and confidential' stance and will not tolerate any illegal activities. Currently, they are communicating with various parties to unfreeze the contract as soon as possible, while also suspending the cUSDC, cUSDT, and cWETH contracts for a thorough investigation. A detailed post-incident analysis and future plans for handling such court requests will be released subsequently.

Zama Founder: Communicating with Parties to Unfreeze cUSDC Contract and Will Release Detailed Post-Incident Analysis

On May 30, sources revealed that OpenAI has discussed its upcoming IPO with Citi and JPMorgan. The sources indicated that Citi and JPMorgan may join Goldman Sachs and Morgan Stanley in preparing for the listing. However, discussions with Citi and JPMorgan do not guarantee their participation in the IPO. Other investment banks may also ultimately get involved.

[OpenAI in Talks with Citi and JPMorgan Regarding IPO Participation]On May 30, sources revealed that OpenAI has discussed its upcoming IPO with Citi and JPMorgan. The sources indicated that Citi and JPMorgan may join Goldman Sachs and Morgan Stanley in preparing for the listing. However, discussions with Citi and JPMorgan do not guarantee their participation in the IPO. Other investment banks may also ultimately get involved.

OpenAI in Talks with Citi and JPMorgan Regarding IPO Participation

On May 30, according to monitoring by Blockaid, the Alephium TokenBridge Ethereum cross-chain bridge was attacked. The attacker controlled 3 out of 4 Guardian keys, forged a VAA (Validator Authorization Message), and completed the attack in about 7 minutes, stealing approximately $815,000 in assets. The attacker minted 13.76 million Wrapped ALPH, exceeding the circulating supply before the attack by over 100%, while also unlocking and transferring assets such as USDT, USDC, WBTC, and WETH from the custody pool. The attacker's address still holds approximately $815,000 in stolen assets and 13.76 million uncollateralized Wrapped ALPH.

[Alephium Ethereum Cross-Chain Bridge Attacked, Resulting in Approximately $815,000 Loss]On May 30, according to monitoring by Blockaid, the Alephium TokenBridge Ethereum cross-chain bridge was attacked. The attacker controlled 3 out of 4 Guardian keys, forged a VAA (Validator Authorization Message), and completed the attack in about 7 minutes, stealing approximately $815,000 in assets. The attacker minted 13.76 million Wrapped ALPH, exceeding the circulating supply before the attack by over 100%, while also unlocking and transferring assets such as USDT, USDC, WBTC, and WETH from the custody pool. The attacker's address still holds approximately $815,000 in stolen assets and 13.76 million uncollateralized Wrapped ALPH.

Alephium Ethereum Cross-Chain Bridge Attacked, Resulting in Approximately $815,000 Loss

On May 30, Zama officially responded to the incident of Circle freezing the cUSDC contract. Circle's compliance system flagged a wallet belonging to an external depositor, which held funds in the cUSDC contract, resulting in the entire contract being automatically swept into a standard holding freeze. This is merely incidental damage and not a sanction against the Zama Protocol. Zama's legal team has intervened and is isolating the flagged address, aiming to restore access for all unaffected participants as soon as possible.

[Zama Responds to Circle's Freezing of cUSDC Contract: Legal Team Involved to Restore Access for Compliant Participants]On May 30, Zama officially responded to the incident of Circle freezing the cUSDC contract. Circle's compliance system flagged a wallet belonging to an external depositor, which held funds in the cUSDC contract, resulting in the entire contract being automatically swept into a standard holding freeze. This is merely incidental damage and not a sanction against the Zama Protocol. Zama's legal team has intervened and is isolating the flagged address, aiming to restore access for all unaffected participants as soon as possible.

Zama Responds to Circle's Freezing of cUSDC Contract: Legal Team Involved to Restore Access for Compliant Participants

According to The Block, state-chartered digital asset bank Custodia, formerly known as Avanti, has raised $7 million, according to a filing submitted to the Securities and Exchange Commission. The startup, which was founded in 2020 by Wall Street veteran Caitlin Long, raised a $37 million Series A round in March of last year. The startup’s total funding now amounts to $51 million. Custodia is designed to provide real-time settlement finality for U.S.-dollar payments in digital asset transactions. In 2020, the startup secured a bank charter from the state of Wyoming to make these banking services possible. The charter means that the firm must comply with regulations such as the Bank Secrecy Act, anti-money laundering laws as well as other rules and regulations.

Detail

【Digital asset bank Custodia raises $7 million】According to The Block, state-chartered digital asset bank Custodia, formerly known as Avanti, has raised $7 million, according to a filing submitted to the Securities and Exchange Commission. The startup, which was founded in 2020 by Wall Street veteran Caitlin Long, raised a $37 million Series A round in March of last year. The startup’s total funding now amounts to $51 million. Custodia is designed to provide real-time settlement finality for U.S.-dollar payments in digital asset transactions. In 2020, the startup secured a bank charter from the state of Wyoming to make these banking services possible. The charter means that the firm must comply with regulations such as the Bank Secrecy Act, anti-money laundering laws as well as other rules and regulations.

Digital asset bank Custodia raises $7 million

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