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On May 12, U.S. Treasury Secretary Bessent stated that global bond yields are rising as markets price in inflation. (Jin Shi)

[Bessent: Global Bond Yields Rising as Markets Price Inflation]On May 12, U.S. Treasury Secretary Bessent stated that global bond yields are rising as markets price in inflation. (Jin Shi)

Bessent: Global Bond Yields Rising as Markets Price Inflation

On May 12, Slow Fog reported that MistEye detected a highly sophisticated NPM worm virus named 'Mini Shai-Hulud', which is spreading in trusted developer projects such as TanStack, UiPath, and DraftLab. Attackers have hijacked GitHub credentials to publish malicious yet seemingly legitimate software package updates. This malware injects a highly disguised hidden script (router_init.js) that silently runs in the background of CI/CD environments, such as GitHub Actions. It is specifically designed to steal highly sensitive data, including CI/CD keys, cloud infrastructure keys, and cryptocurrency wallets. The stolen data is then transmitted using GitHub's own infrastructure secrets. If any projects are using the affected packages, immediate action is recommended: audit the CI/CD pipeline for the presence of the router_init.js file; rotate all exposed GitHub, cloud, and cryptocurrency credentials; and closely monitor the development environment for any unauthorized background activities.

[Slow Fog: NPM Worm Virus Can Steal CI/CD Keys and Crypto Wallet Data, Urges Close Monitoring of Development Environments]On May 12, Slow Fog reported that MistEye detected a highly sophisticated NPM worm virus named 'Mini Shai-Hulud', which is spreading in trusted developer projects such as TanStack, UiPath, and DraftLab. Attackers have hijacked GitHub credentials to publish malicious yet seemingly legitimate software package updates. This malware injects a highly disguised hidden script (router_init.js) that silently runs in the background of CI/CD environments, such as GitHub Actions. It is specifically designed to steal highly sensitive data, including CI/CD keys, cloud infrastructure keys, and cryptocurrency wallets. The stolen data is then transmitted using GitHub's own infrastructure secrets. If any projects are using the affected packages, immediate action is recommended: audit the CI/CD pipeline for the presence of the router_init.js file; rotate all exposed GitHub, cloud, and cryptocurrency credentials; and closely monitor the development environment for any unauthorized background activities.

Slow Fog: NPM Worm Virus Can Steal CI/CD Keys and Crypto Wallet Data, Urges Close Monitoring of Development Environments

On May 12, 2026, at 15:18 (UTC+8), the $OG trading pair officially went live on Nivex Exchange. Backed by the powerful AI productivity of OG Agent, the price of $OG skyrocketed within just 10 minutes of launch, currently holding steady at the 0.0325 USDT level, recording a gain of +225%.

[Witness the Speed of AI-Powered Computing! $OG Listed on Nivex Trading Pair, Surging Nearly 3x!]On May 12, 2026, at 15:18 (UTC+8), the $OG trading pair officially went live on Nivex Exchange. Backed by the powerful AI productivity of OG Agent, the price of $OG skyrocketed within just 10 minutes of launch, currently holding steady at the 0.0325 USDT level, recording a gain of +225%.

Witness the Speed of AI-Powered Computing! $OG Listed on Nivex Trading Pair, Surging Nearly 3x!

On May 12, oil prices surged over 2% due to market concerns stemming from a deadlock in US-Iran negotiations. President Trump stated that the current ceasefire agreement is in a "precarious" state. In early European trading, Brent crude futures rose by 2.1%, reaching $106.36 per barrel, while WTI crude futures increased by 2.5%, reaching $100.51 per barrel. Analysts at Saxo Bank noted, "Oil prices have risen for the second consecutive trading day, as the prospects for the reopening of the Strait of Hormuz remain bleak, leading to a tightening supply situation in the global crude oil market." Meanwhile, market attention is shifting towards a series of upcoming monthly outlook reports, with the US Energy Information Administration (EIA) set to release its report later on Tuesday, while the International Energy Agency (IEA) and the Organization of the Petroleum Exporting Countries (OPEC) reports are scheduled for release on Wednesday. Investors are looking for more guidance on supply and demand prospects from these reports.

[Fragile US-Iran Ceasefire Raises Concerns, Oil Prices Rise 2%]On May 12, oil prices surged over 2% due to market concerns stemming from a deadlock in US-Iran negotiations. President Trump stated that the current ceasefire agreement is in a "precarious" state. In early European trading, Brent crude futures rose by 2.1%, reaching $106.36 per barrel, while WTI crude futures increased by 2.5%, reaching $100.51 per barrel. Analysts at Saxo Bank noted, "Oil prices have risen for the second consecutive trading day, as the prospects for the reopening of the Strait of Hormuz remain bleak, leading to a tightening supply situation in the global crude oil market." Meanwhile, market attention is shifting towards a series of upcoming monthly outlook reports, with the US Energy Information Administration (EIA) set to release its report later on Tuesday, while the International Energy Agency (IEA) and the Organization of the Petroleum Exporting Countries (OPEC) reports are scheduled for release on Wednesday. Investors are looking for more guidance on supply and demand prospects from these reports.

Fragile US-Iran Ceasefire Raises Concerns, Oil Prices Rise 2%

On May 12, the yield on 30-year U.S. Treasury bonds once again surpassed the 5% mark. (Dongxin News Agency)

[30-Year U.S. Treasury Yield Exceeds 5% Again]On May 12, the yield on 30-year U.S. Treasury bonds once again surpassed the 5% mark. (Dongxin News Agency)

30-Year U.S. Treasury Yield Exceeds 5% Again

According to monitoring by Dongcha Beating, Andrej Karpathy, the proponent of the 'vibe coding' concept and a founding member of OpenAI, today expressed strong support for the Claude Code team's advocacy of replacing Markdown with HTML. He not only fully endorses this change but also outlines a roadmap for the evolution of AI interaction interfaces, predicting that after multiple iterations, the ultimate form of output from large models will be 'interactive neural video.' Karpathy believes that the evolution of AI output formats has progressed from the early, hard-to-read plain text to the current Markdown, and is now gradually transitioning to HTML, which is becoming the new standard with high typesetting flexibility. The future will see several intermediate forms (4, 5, 6, etc.), ultimately reaching the final form (n): interactive neural videos generated directly by diffusion models. He specifically mentioned the recent no-code pixel-level rendering prototype Flipbook released by a former OpenAI researcher as an example of this form. The underlying logic of this evolutionary trend is based on the physical bandwidth of the human brain. Karpathy pointed out that about one-third of the human brain is dedicated to processing visual signals as parallel processors, creating a 'ten-lane highway' for inputting information into the brain. This determines the optimal solution for human-machine interaction: the best way for humans to convey instructions (Input) to AI is through highly efficient verbal communication, while the best way for AI to provide feedback (Output) to humans is through high-bandwidth visual displays (images, animations, or videos). Additionally, he noted that there are still significant pain points at the input end; relying solely on voice or text is insufficient, and there is an urgent need to incorporate spatial indication capabilities similar to 'pointing at specific areas on the screen' when two people are sitting side by side at a computer. As a shortcut to enhance the experience at this stage, he strongly recommends that users add 'structure the response as HTML' at the end of their prompts.

[Karpathy: Suggests Switching Large Models to HTML Output, Predicts AI Interaction's Future as 'Interactive Neural Video']According to monitoring by Dongcha Beating, Andrej Karpathy, the proponent of the 'vibe coding' concept and a founding member of OpenAI, today expressed strong support for the Claude Code team's advocacy of replacing Markdown with HTML. He not only fully endorses this change but also outlines a roadmap for the evolution of AI interaction interfaces, predicting that after multiple iterations, the ultimate form of output from large models will be 'interactive neural video.' Karpathy believes that the evolution of AI output formats has progressed from the early, hard-to-read plain text to the current Markdown, and is now gradually transitioning to HTML, which is becoming the new standard with high typesetting flexibility. The future will see several intermediate forms (4, 5, 6, etc.), ultimately reaching the final form (n): interactive neural videos generated directly by diffusion models. He specifically mentioned the recent no-code pixel-level rendering prototype Flipbook released by a former OpenAI researcher as an example of this form. The underlying logic of this evolutionary trend is based on the physical bandwidth of the human brain. Karpathy pointed out that about one-third of the human brain is dedicated to processing visual signals as parallel processors, creating a 'ten-lane highway' for inputting information into the brain. This determines the optimal solution for human-machine interaction: the best way for humans to convey instructions (Input) to AI is through highly efficient verbal communication, while the best way for AI to provide feedback (Output) to humans is through high-bandwidth visual displays (images, animations, or videos). Additionally, he noted that there are still significant pain points at the input end; relying solely on voice or text is insufficient, and there is an urgent need to incorporate spatial indication capabilities similar to 'pointing at specific areas on the screen' when two people are sitting side by side at a computer. As a shortcut to enhance the experience at this stage, he strongly recommends that users add 'structure the response as HTML' at the end of their prompts.

Karpathy: Suggests Switching Large Models to HTML Output, Predicts AI Interaction's Future as 'Interactive Neural Video'

According to monitoring by Dongcha Beating, Nous Research's Hermes Agent has officially launched the macOS Computer Control feature. This feature directly competes with OpenAI Codex's 'Background Control' in terms of user experience. It integrates the open-source driver cua-driver, which was previously reported in this channel, and issues operational commands directly to the target process by reverse-engineering Apple's private API. This means that when the Agent is searching emails or coding in the background, the user's physical mouse will not jump around, and the current window focus will not be taken away, allowing for seamless collaboration between human and machine on the same computer without interference. Since computer control heavily relies on continuous screenshots, token billing can often escalate rapidly. To address this, Hermes has implemented a quadruple context compression mechanism at the framework level: it forcibly eliminates redundant images, only allowing the model to remember the last three screenshots, and works with the server to clear old caches. Official calculations show that at a resolution of 1568×900, the context consumption can drop from approximately 600,000 tokens to around 30,000 after executing 20 continuous operations.

[Hermes Agent Launches macOS Computer Control Feature, Reducing Screenshot Token Consumption by 95%]According to monitoring by Dongcha Beating, Nous Research's Hermes Agent has officially launched the macOS Computer Control feature. This feature directly competes with OpenAI Codex's 'Background Control' in terms of user experience. It integrates the open-source driver cua-driver, which was previously reported in this channel, and issues operational commands directly to the target process by reverse-engineering Apple's private API. This means that when the Agent is searching emails or coding in the background, the user's physical mouse will not jump around, and the current window focus will not be taken away, allowing for seamless collaboration between human and machine on the same computer without interference. Since computer control heavily relies on continuous screenshots, token billing can often escalate rapidly. To address this, Hermes has implemented a quadruple context compression mechanism at the framework level: it forcibly eliminates redundant images, only allowing the model to remember the last three screenshots, and works with the server to clear old caches. Official calculations show that at a resolution of 1568×900, the context consumption can drop from approximately 600,000 tokens to around 30,000 after executing 20 continuous operations.

Hermes Agent Launches macOS Computer Control Feature, Reducing Screenshot Token Consumption by 95%

On May 12, European stocks opened lower, with the German DAX30 index falling by 1.3%, the French CAC40 index down by 1.1%, and the Euro Stoxx 50 index decreasing by 1.25%. (Jin Shi)

[European Stocks Open Lower, German DAX30 Index Drops 1.3%]On May 12, European stocks opened lower, with the German DAX30 index falling by 1.3%, the French CAC40 index down by 1.1%, and the Euro Stoxx 50 index decreasing by 1.25%. (Jin Shi)

European Stocks Open Lower, German DAX30 Index Drops 1.3%

On May 12, BIT Official released a daily chart analysis stating that Circle's stock price surged 16% overnight and is currently approaching the March 2026 high. This week may become a key juncture for the advancement of the CLARITY Act. The market generally believes that Circle is the most direct beneficiary, and this rise reflects the market's anticipation that regulatory uncertainties may ease. Notably, the overall market capitalization of USDC has maintained steady growth recently. Circle's recent surge more reflects the market's early pricing of potential favorable policies and regulations rather than a significant improvement in short-term fundamentals. If digital asset regulatory rules become clearer, it could not only support Bitcoin but also encourage more institutional participation in the market.

[BIT Official: Crypto Regulation Reaches Critical Juncture, Circle's Benefits Strengthen]On May 12, BIT Official released a daily chart analysis stating that Circle's stock price surged 16% overnight and is currently approaching the March 2026 high. This week may become a key juncture for the advancement of the CLARITY Act. The market generally believes that Circle is the most direct beneficiary, and this rise reflects the market's anticipation that regulatory uncertainties may ease. Notably, the overall market capitalization of USDC has maintained steady growth recently. Circle's recent surge more reflects the market's early pricing of potential favorable policies and regulations rather than a significant improvement in short-term fundamentals. If digital asset regulatory rules become clearer, it could not only support Bitcoin but also encourage more institutional participation in the market.

BIT Official: Crypto Regulation Reaches Critical Juncture, Circle's Benefits Strengthen

Blockchain indexing startup Superchain has closed a $4 million seed round to build an open indexing protocol that allows for the rapid collection and customization of blockchain data for use by developers. The round, which closed last December, was led by Blockchain Capital. The startup also raised $1.25 million in a pre-seed round in December 2021, which included Maven 11, KR1, Tokonomy and Fasanara, the company said in a press release.

Detail

【Blockchain indexing startup Superchain closes $4 million seed round】Blockchain indexing startup Superchain has closed a $4 million seed round to build an open indexing protocol that allows for the rapid collection and customization of blockchain data for use by developers. The round, which closed last December, was led by Blockchain Capital. The startup also raised $1.25 million in a pre-seed round in December 2021, which included Maven 11, KR1, Tokonomy and Fasanara, the company said in a press release.

Blockchain indexing startup Superchain closes $4 million seed round

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Article

OSMO Current Price at $0.0886, 24-Hour Increase of 68.32%

Blockchain indexing startup Superchain closes $4 million seed round

Disclaimer：The content above does not represent HTX's positions.，HTX does not provide any trading recommendations.。

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