Huoxun Finance reports that Shang Wu, Senior Research Analyst at BitMEX, wrote that the continued rise in government bond yields foreshadows an upcoming "structural" shift, creating a "supercycle" for Bitcoin's price increase. He pointed out that under pressure from the US's massive $39 trillion debt and huge expenditures on AI infrastructure, central banks will ultimately respond through currency devaluation and the injection of implicit liquidity. At that time, investors will sell off depreciating traditional assets and instead allocate to Bitcoin, a scarce asset that does not experience inflation. Last week, the 30-year US Treasury yield broke through 5.14%, and the Bank of Japan's 10-year government bond yield touched 2.8%. He believes that short-term volatility is inevitable, but in the long run, this is the biggest structural positive for Bitcoin.

According to Lookonchain, crypto KOL @nobrainflip (6TkT...HmUi), who has 562,800 followers, bought 11.636 million VIRL tokens, worth $37,870.

Odaily Planet Daily reports that US Secretary of State Marco Rubio stated that a potential agreement with Iran could still be signed as early as Monday as negotiations continue. However, according to Iran's Tasnim News Agency, citing a source familiar with the matter, the US and Iran have not yet reached a final memorandum of understanding, and some clauses remain disputed. Given the US's repeated breaches of faith in past negotiations, Iran has no optimistic expectations for the US and will closely monitor its compliance even if an agreement is reached. If the US violates its commitments, Iran will retain all negotiating leverage to retaliate. (Jinshi)

According to Huoxun Finance, Morgan Stanley predicts that the global semiconductor industry market size is expected to reach $1.5 trillion by 2030, with artificial intelligence-related semiconductor products accounting for half of that. Currently, cloud capital spending by major cloud service providers remains strong, with their trackers estimating that cloud capital spending will approach $811 billion in 2026. Research shows that agent-based AI is creating continuously growing opportunities for CPU applications, and GPU computing intensity will increase simultaneously as AI shifts from inference to execution. The firm has revised its baseline scenario for the total orchestration CPU market size to $79 billion, with a projected market added value of $238 billion for CPU orchestration technology.

Odaily Planet Daily reports that BitMart's "BM Discovery" section listed Ratspeak (RATSPEAK) on May 25th at 11:30 AM (UTC+8), with the RATSPEAK/USDT trading pair available. Ratspeak is a community-driven meme token on the Base blockchain, issued through Uniswap V4. The project operates on a community takeover model, with the core concept of "We are rebuilding the internet," combining meme culture with decentralized community governance.