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According to monitoring by Dongcha Beating, ByteDance has issued independent options for specific business departments for the first time. As reported by the Financial Times, to prevent competitors like Tencent from poaching talent, ByteDance recently granted low-priced special stock options named 'Doubao' to employees in its AI laboratory Seed department, allowing them to directly share in the growth dividends of the AI business without being affected by equity dilution from different business lines within the group. This options plan is the first issuance of special options tied to a single business unit since ByteDance's establishment. As the competition for talent in the domestic large model field intensifies, key engineering positions such as infrastructure and data labeling have become focal points for recruitment. Since establishing the Seed laboratory in 2023, ByteDance has become Nvidia's largest customer in China due to its massive investment in computing power infrastructure, attracting numerous top AI researchers. However, since Tencent acknowledged its lag in large model development at the end of 2025, it has recently launched intensive targeted poaching efforts led by former OpenAI researcher Yao Shunyu. Recently departed senior members of the Seed visual platform, Xiao Xuefeng and infrastructure expert Zhang Chi, have both joined Tencent. To counteract the poaching, ByteDance has offered global Seed employees the option to purchase Doubao special stocks at $13 per share this month, a nearly 30% increase from the $10 per share price at the end of 2025, reflecting the commercialization of the Doubao large model and improvements in model performance. Although the options mechanism can provide substantial potential returns, there are also controversies within the organization. Some insiders have revealed that the Seed laboratory team has grown to 2,000 people, facing challenges of bureaucratization and fragmented responsibilities in its internal structure. In contrast, Tencent's AI team is smaller and has promised researchers broader autonomy, management responsibilities, and more attractive compensation packages. Besides Tencent, DeepSeek is also facing intense talent competition pressure and is currently raising its first round of funding from investors to retain its core team, while ByteDance successfully poached several core members from DeepSeek's infrastructure team in 2025.

[ByteDance Issues Seed Options for the First Time to Prevent Tencent Poaching]According to monitoring by Dongcha Beating, ByteDance has issued independent options for specific business departments for the first time. As reported by the Financial Times, to prevent competitors like Tencent from poaching talent, ByteDance recently granted low-priced special stock options named 'Doubao' to employees in its AI laboratory Seed department, allowing them to directly share in the growth dividends of the AI business without being affected by equity dilution from different business lines within the group. This options plan is the first issuance of special options tied to a single business unit since ByteDance's establishment. As the competition for talent in the domestic large model field intensifies, key engineering positions such as infrastructure and data labeling have become focal points for recruitment. Since establishing the Seed laboratory in 2023, ByteDance has become Nvidia's largest customer in China due to its massive investment in computing power infrastructure, attracting numerous top AI researchers. However, since Tencent acknowledged its lag in large model development at the end of 2025, it has recently launched intensive targeted poaching efforts led by former OpenAI researcher Yao Shunyu. Recently departed senior members of the Seed visual platform, Xiao Xuefeng and infrastructure expert Zhang Chi, have both joined Tencent. To counteract the poaching, ByteDance has offered global Seed employees the option to purchase Doubao special stocks at $13 per share this month, a nearly 30% increase from the $10 per share price at the end of 2025, reflecting the commercialization of the Doubao large model and improvements in model performance. Although the options mechanism can provide substantial potential returns, there are also controversies within the organization. Some insiders have revealed that the Seed laboratory team has grown to 2,000 people, facing challenges of bureaucratization and fragmented responsibilities in its internal structure. In contrast, Tencent's AI team is smaller and has promised researchers broader autonomy, management responsibilities, and more attractive compensation packages. Besides Tencent, DeepSeek is also facing intense talent competition pressure and is currently raising its first round of funding from investors to retain its core team, while ByteDance successfully poached several core members from DeepSeek's infrastructure team in 2025.

ByteDance Issues Seed Options for the First Time to Prevent Tencent Poaching

On May 26, Bloomberg reported that the Dutch government has blocked the proposed acquisition of Dutch cloud service provider Solvinity Group BV by the US company Kyndryl, citing security concerns. Dutch Minister for Digital Economy Willemijn Aerdts stated in a letter to Parliament on Tuesday, "The proposed acquisition of Solvinity may pose risks to the public interest." She also announced a "complete ban" on the transaction, which was already nearing completion.

[Dutch Government Blocks US Company from Acquiring Cloud Service Provider Solvinity]On May 26, Bloomberg reported that the Dutch government has blocked the proposed acquisition of Dutch cloud service provider Solvinity Group BV by the US company Kyndryl, citing security concerns. Dutch Minister for Digital Economy Willemijn Aerdts stated in a letter to Parliament on Tuesday, "The proposed acquisition of Solvinity may pose risks to the public interest." She also announced a "complete ban" on the transaction, which was already nearing completion.

Dutch Government Blocks US Company from Acquiring Cloud Service Provider Solvinity

On May 26, Micron Technology's stock price rose by 12.09%, reaching $841.76 per share, with a total market value of $950 billion, setting a new historical high.

[Micron Technology Soars 12%, Market Value Reaches $950 Billion]On May 26, Micron Technology's stock price rose by 12.09%, reaching $841.76 per share, with a total market value of $950 billion, setting a new historical high.

Micron Technology Soars 12%, Market Value Reaches $950 Billion

On May 26, U.S. stock indices opened higher across the board, with the Dow Jones Industrial Average rising by 0.28%, the Nasdaq Composite increasing by 0.95%, and the S&P 500 climbing by 0.59%. Space stocks experienced significant gains, with Momentus soaring over 75%, Redwire rising over 11%, and MDA Space increasing by more than 7%. Semiconductor stocks also saw an uptick, with Micron Technology rising over 9% and AMD gaining over 3%. Futu Holdings increased by more than 9%, while Up Fintech rose over 6%.

[U.S. Stock Indices Open Higher, Space Stocks Surge]On May 26, U.S. stock indices opened higher across the board, with the Dow Jones Industrial Average rising by 0.28%, the Nasdaq Composite increasing by 0.95%, and the S&P 500 climbing by 0.59%. Space stocks experienced significant gains, with Momentus soaring over 75%, Redwire rising over 11%, and MDA Space increasing by more than 7%. Semiconductor stocks also saw an uptick, with Micron Technology rising over 9% and AMD gaining over 3%. Futu Holdings increased by more than 9%, while Up Fintech rose over 6%.

U.S. Stock Indices Open Higher, Space Stocks Surge

On May 26, according to a report by Iran's Fars News Agency, a source close to the Iranian negotiation team stated that one of the main disputes in the US-Iran negotiations is the issue of unfreezing Iran's overseas funds. The source indicated that the US had at one point 'backed down' on fulfilling related commitments, but Iran insists that 'no agreement can be reached' before the agreed funds are received. The report noted that some progress has been made on the issue following coordination with Qatar. However, given the US's 'history of breaking promises,' Iran 'is prepared for all possible scenarios.' (Xinhua News Agency)

[Sources: Unfreezing Iran's Overseas Funds is a Major Dispute in US-Iran Negotiations]On May 26, according to a report by Iran's Fars News Agency, a source close to the Iranian negotiation team stated that one of the main disputes in the US-Iran negotiations is the issue of unfreezing Iran's overseas funds. The source indicated that the US had at one point 'backed down' on fulfilling related commitments, but Iran insists that 'no agreement can be reached' before the agreed funds are received. The report noted that some progress has been made on the issue following coordination with Qatar. However, given the US's 'history of breaking promises,' Iran 'is prepared for all possible scenarios.' (Xinhua News Agency)

Sources: Unfreezing Iran's Overseas Funds is a Major Dispute in US-Iran Negotiations

On May 26, Bitmine Immersion Technologies announced that its total holdings of crypto assets, cash, and so-called 'moonshots' (high-risk, high-potential assets) reached $12.3 billion. As of May 25, 2026, the company's crypto assets include: 5,390,404 ETH, 203 BTC, $200 million in shares of Beast Industries, $95 million in shares of Eightco Holdings (NASDAQ: ORBS), and $444 million in cash. Bitmine Immersion Technologies stated that it increased its ETH holdings by a total of 111,942 ETH last week, which represents approximately 4.47% of the total supply of 120.7 million ETH.

[Bitmine Increases ETH Holdings by Nearly 112,000, Total Holdings Rise to 5.39 Million]On May 26, Bitmine Immersion Technologies announced that its total holdings of crypto assets, cash, and so-called 'moonshots' (high-risk, high-potential assets) reached $12.3 billion. As of May 25, 2026, the company's crypto assets include: 5,390,404 ETH, 203 BTC, $200 million in shares of Beast Industries, $95 million in shares of Eightco Holdings (NASDAQ: ORBS), and $444 million in cash. Bitmine Immersion Technologies stated that it increased its ETH holdings by a total of 111,942 ETH last week, which represents approximately 4.47% of the total supply of 120.7 million ETH.

Bitmine Increases ETH Holdings by Nearly 112,000, Total Holdings Rise to 5.39 Million

On May 26, official news announced that Sharplink Gaming (SBET) will be included in the Russell 2000 Index and the Russell 3000 Index. This inclusion will officially take effect at the opening of the U.S. market on June 29, 2026, coinciding with the semi-annual rebalancing of the Russell Index.

[Sharplink to Be Added to Russell Index on June 29]On May 26, official news announced that Sharplink Gaming (SBET) will be included in the Russell 2000 Index and the Russell 3000 Index. This inclusion will officially take effect at the opening of the U.S. market on June 29, 2026, coinciding with the semi-annual rebalancing of the Russell Index.

Sharplink to Be Added to Russell Index on June 29

On May 26, the newly emerged 'small-cap tech stock guru' Serenity posted on social media, stating, 'SIVE is the most attractive CPO (Co-Packaged Optics) concept stock for me. Even though it is highly volatile, you might have to wait until the next architectural-level transformation in photonic technology occurs in the coming years to see similar opportunities again. Among core laser suppliers, other companies have already reached market capitalizations in the hundreds of billions. However, SIVE, as one of the critical 'chokepoint' segments in the CPO laser field, currently has a market cap of only $2.3 billion. Financial reports usually just confirm the capacity ramp-up signals that have already appeared, and most of the market's gains are typically made 'before the official confirmation,' rather than after — this is a common pattern in investing.' BlockBeats notes: Serenity is a senior trader with significant influence in the Reddit forum's WallStreetBets (WSB) section, with a cumulative investment return rate exceeding 38 times this year. Their core research findings are consistently made publicly available for free, focusing on critical supporting segments within the Nvidia AI chip supply chain. By thoroughly analyzing the indispensable 'screw' components in the chip manufacturing and packaging processes, they accurately identify key chokepoints in the supply chain and strategically invest in upstream targets with scarcity and bargaining power. SIVE (Sivers Semiconductors) is the stock that Serenity has mentioned the most, having called it out 190 times prior. Since its first public call on March 16, 2026, it has surged 19.6 times.

[New Stock Guru Serenity Deeply Affectionate Towards SIVE: Calls it the Most Attractive CPO Concept Stock for the 191st Time]On May 26, the newly emerged 'small-cap tech stock guru' Serenity posted on social media, stating, 'SIVE is the most attractive CPO (Co-Packaged Optics) concept stock for me. Even though it is highly volatile, you might have to wait until the next architectural-level transformation in photonic technology occurs in the coming years to see similar opportunities again. Among core laser suppliers, other companies have already reached market capitalizations in the hundreds of billions. However, SIVE, as one of the critical 'chokepoint' segments in the CPO laser field, currently has a market cap of only $2.3 billion. Financial reports usually just confirm the capacity ramp-up signals that have already appeared, and most of the market's gains are typically made 'before the official confirmation,' rather than after — this is a common pattern in investing.' BlockBeats notes: Serenity is a senior trader with significant influence in the Reddit forum's WallStreetBets (WSB) section, with a cumulative investment return rate exceeding 38 times this year. Their core research findings are consistently made publicly available for free, focusing on critical supporting segments within the Nvidia AI chip supply chain. By thoroughly analyzing the indispensable 'screw' components in the chip manufacturing and packaging processes, they accurately identify key chokepoints in the supply chain and strategically invest in upstream targets with scarcity and bargaining power. SIVE (Sivers Semiconductors) is the stock that Serenity has mentioned the most, having called it out 190 times prior. Since its first public call on March 16, 2026, it has surged 19.6 times.

New Stock Guru Serenity Deeply Affectionate Towards SIVE: Calls it the Most Attractive CPO Concept Stock for the 191st Time

On May 26, Strive CEO Matt Cole disclosed on social media that the company has invested approximately $85.4 million to acquire 1,109 bitcoins, with an average purchase price of about $76,988 per coin, bringing the total bitcoin holdings to 16,500 coins.

[Strive Invests $85.4 Million to Acquire 1,109 Bitcoins]On May 26, Strive CEO Matt Cole disclosed on social media that the company has invested approximately $85.4 million to acquire 1,109 bitcoins, with an average purchase price of about $76,988 per coin, bringing the total bitcoin holdings to 16,500 coins.

Strive Invests $85.4 Million to Acquire 1,109 Bitcoins

火币HTX数据监测显示，WLD 快速上涨，最高涨至 0.34 USDT，现报 0.32 USDT，24H最高涨幅 9%。

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【WLD 涨超 8 % ，现报 0.32 USDT】火币HTX数据监测显示，WLD 快速上涨，最高涨至 0.34 USDT，现报 0.32 USDT，24H最高涨幅 9%。

WLD 涨超 8 % ，现报 0.32 USDT

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bill soared to 0.124024 USDT, a new high with a 24-hour increase of -6.17%. It currently trades at 0.102651 USDT on HTX.

WLD 涨超 8 % ，现报 0.32 USDT

Clause de non-responsabilité：Le contenu ci-dessus ne représente pas les positions de HTX.，HTX ne fournit pas de recommandations de trading.。

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