Bitget UEX Daily newspaper |Wosh is about to “take the helm” of the Federal Reserve; the CLARITY Bill has been adopted by the Senate Banking Committee; SpaceX IPO book is to be published as early as next week (15/05/2026)

I. Hot spots

Federal Reserve Developments

Milan, Fed Dove, officially submitted his resignation

• On Thursday, Federal Reserve Council member Stephen Milan submitted his resignation as outgoing member and in that letter he highly commended the ability of Walsh to take the lead in the Fed。
• MILAN HAS LONG HELD THE DOVE POSITION, WITH THE 25 BASIS POINT DECISION FOR THE THREE FOMC REDUCTIONS IN 2025 VOTING IN FAVOUR, AND THE THREE INTEREST RATE MAINTENANCE DECISIONS THIS YEAR VOTING IN FAVOUR OF A FURTHER REDUCTION。
• Market impact: This change in personnel or the further consolidation of market expectations of the Fed ' s shift towards easing has helped to ease austerity concerns, improve stock market and venture asset pricing。

Major international commodities

Large commodity price volatility increased and gold fell slightly

• On Thursday, the gold drops around $4650 per ouncecrude oil(WTI/BRENT) MAINTAINED HIGH-LEVEL CONCUSSION BY GEO-RELATED FACTORS。
• While the performance of the bank is relatively robust, the overall commodity market is influenced by both inflation data and supply expectations。
• Market effects: Commodity price trends are linked to expectations of Fed policies, and if interest-rate reduction paths are clear, the nature of gold avoidance may be reduced, shifting to industrial demand-driven。

Macroeconomic policy

UNITED STATES RETAIL SALES WERE MORE THAN EXPECTED IN APRIL, AND THE CLARITY ENCRYPTION BILL WAS PASSED BY THE SENATE BANKING COMMISSION

• Retail sales grew by 0.5 per cent in April, compared to 4.9 per cent in the same year, the strongest in nearly eight months, and while consumer confidence declined to a historical low, real consumption resilience exceeded market expectations。
• THE ENCRYPTED CURRENCY MARKET STRUCTURE BILL (CLATRITY BILL), WHICH WAS PASSED BY 15 VOTES IN FAVOUR TO 9 AGAINST IN THE SENATE BANKING COMMISSION, WILL BE VOTED IN PLENARY, CLARIFYING THE DIVISION OF SUPERVISION BETWEEN SEC AND CFTC。
• MARKET IMPACT: RETAIL DATA MITIGATE CONCERNS ABOUT THE ECONOMIC SLOWDOWN, WHILE THE CLARITY ACT PROMOTES REGULATORY CERTAINTY FOR THE ENCRYPTED MARKET AND IS EXPECTED TO BOOST INSTITUTIONAL ENTHUSIASM AND BENEFIT RELATED ASSETS。

Market revisiting

large commodities & foreign exchange performance

• CurrentGold- 0.45 per cent, approximately $4627 per ounce
• Cash and silver: -1.6 per cent, approximately $82 per ounce
• WTI CRUDE OIL+0.91%, $97.84/barrel。
• Brent crude oil+0.85%, $106.63/barrel。
• United States dollar index+0.14%, strong up to 99.01。

Encryption Currency Performance

• BTC+2.39% for $81562。
• ETH: +1.113 per cent for approximately $2293。
• Total market value of encrypted currency: +2 per cent with a total market value of approximately $2.79 trillion。
• Market warehouse situation: 24H TOTAL BLAST TANK OF APPROXIMATELY $257 MILLION AND AIR SINGLE EXPLOSION WAREHOUSE OF $152 MILLION。
• Bitget BTC/USDTLiquidation maps: THE CURRENT PRICE OF THE BTC IS AROUND 81523, WITH A LARGE AMOUNT OF HIGH-LEVERAGING SINGLE-LIQUIDATION PRESSURE OF $8.22 MILLION AND $833 MILLION ABOVE, AND THE CONTINUATION OF THE SHORT-LINE OFFENSIVE COULD TRIGGER A NEW ROUND OF EMPTY CROWDING. BELOW $795-80.5 MILLION THERE IS A LARGE ACCUMULATION OF MORE THAN SINGLE-LEVERAGE POSITIONS, WHICH, IF BROKEN, COULD BE LOST TO THE MARKET OR CUT OFF BY RAPID RETROGRESSION AND MULTIPLE-HEADED CHAINS。

• NET INCOMING/OUTWARD SPOT ETF: BTC SPOT ETF NET OUTFLOWS OF APPROXIMATELY $7.1 MILLION YESTERDAY; ETH SPOT ETF INFLOWS $11.2 MILLION。
• BTC INFLOW/EXITBTC HAD A NET CASH FLOW OF $2.5.88 MILLION YESTERDAY; AND A NET CONTRACT INFLOW OF $1.13 BILLION。

United States equity index performance

• FingerThe increase of 0.75 per cent is reported at 50063.46 points, while the first stop of 50,000 points in three months has been steady。
• Pistol 500The increase was 0.77 per cent, reporting 751.24 points, a record high。
• Nut finger: 0.88 per cent increase, 26,335.22 points reported, high innovation, and technology block drive。

Technology giant dynamics

• In WeidaNVDAI'm not sure+4.39 PER CENT, REPORTED $235.74, MARKET VALUE APPROACHING $5.71 TRILLION, AND AI FOCUSED ON THE MAIN CAUSE。
• Microsoft(MSFT)+1 per cent, US$ 409.43, steady performance。
• MetaPlatforms (META)+0.29%, $618.43, social and advertising support。
• AmazonAMZNI'm not sure- 1.08 per cent for $267.22, short-term profit。
• TeslaTSLAI'm not sure- 0.44 per cent, reported $443.3, fluctuations between electric vehicles and automatic driving。
• GOOGLE A (GOOGLI'm not sure: -0.38 per cent, US$ 401, smooth search and cloud operations。
• AppleAAPLI'm not sure- 0.22 per cent, reported $298.21, minor adjustment。Summary of core causes: Young Weidar led the technology block, Mag7 divided as a whole, and the AI theme remained central。

Plank Instant Observation

Photocommunication panelOver 40%

• Representative units: POET Technologies (POET.US) + 40 per cent, strategic cooperation with Lumilens, $50 million in initial orders and $500 million in potential procurement over five years。
• DRIVERS: THE DEMAND FOR HIGH-SPEED LIGHT ENGINES HAS SURGED IN THE AID DATA CENTRE, AND THE COMPANY ' S CRYSTAL CIRCLE PHOTONUT INTEGRATION TECHNOLOGY HAS BEEN RECOGNIZED。

NEW UNIT OF THE AI CHIPBig up

• Representational units: Cerebras Systems (CBRS.US) + 68 per cent, IPO first-day report $311.07, market value approximately $95 billion。
• DRIVER: AS THE `BRITISH CHALLENGER', THE MARKET HAS A STRONG DEMAND FOR AL-CALCULATIVE DIVERSITY。

III. In-depth interpretation of United States shares

1. IN WEIDA - ACQ MARKET VALUE CONTINUES TO RISE

Summary of eventsON THURSDAY, BRITISH WIDA STOCK PRICES ROSE BY BETWEEN $4.39 AND $235.74, CUMULATIVELY BY 20 PER CENT OVER SEVEN TRADING DAYS, AND THE MARKET VALUE INCREASED BY OVER $900 BILLION TO $571 TRILLION, APPROACHING THE $6 TRILLION MARK. THE COMPANY CEO WONG IN-HOON JOINED THE TRUMP DELEGATION ON A TEMPORARY BASIS, FURTHER HIGHLIGHTING THE GLOBAL CONFIGURATION OF THE AI SUPPLY CHAIN。Market interpretation: IT IS GENERALLY ACCEPTED THAT THE CONCENTRATION EFFECT OF THE AI WINNERS CONTINUES, THAT SEMICONDUCTOR IS A CORE AI INFRASTRUCTURE, THAT DEMAND IS FAR BEYOND SUPPLY, AND THAT THE STATUS OF YVEIDA IS DIFFICULT TO SHAKE IN THE SHORT TERM。Investment revelation: THE LONG-TERM TREND IN THE AI THEME REMAINS UNCHANGED, BUT THE VALUATION IS HIGH AND IT IS RECOMMENDED THAT ATTENTION BE GIVEN TO POST-REVERSE LAYOUT OPPORTUNITIES。

2. POET Technologies (POET.US) - Photocommunication AI order boosting stock price

Summary of events: POET surged by over 40 per cent on Thursday, announcing strategic collaboration with Lumilens, a light-connected start-up company, to develop a new electrical-photo-intermediary platform, with a first $50 million order in place and a cumulative procurement of over $500 million for the next five years。Market interpretationAGENCY'S VIEW OF THE DEMAND FOR LOW-CAPACITY, HIGH-DENSITY LIGHT CONNECTIONS IN THE AIS DATA CENTRE IS EXPECTED TO LEAD TO A CRYSTAL-ROOF-SCALE BUILD-UP AND LOWER COSTS。Investment revelation: PHOTOCOMMUNICATION BLOCK BENEFITS AI CAPITAL EXPENDITURE, SHORT-TERM CATALYST STRONG, BUT ATTENTION NEEDS TO BE PAID TO THE ORDER LANDING RHYTHM。

Cerebras Systems (CBRS.US) - "Inveda Challenger" IPO premiere

Summary of eventsCerebras officially landed in NASDAQ on Thursday, with an 89 per cent increase in openings, a peak increase of almost 109 per cent, a 68 per cent increase in closings of $311.07 and a market value of approximately $95 billion。Market interpretation: As a new force in the field of AI chips, its water-scale technology has gained market recognition, and investors' expectations of diversified calculators have driven valuation expansion。Investment revelation: INCREASED COMPETITION FOR AI HARDWARE AND NEW EQUITY PERFORMANCE REFLECTS MARKET ENTHUSIASM, BUT VOLATILITY OR INCREASE AFTER LISTING。

4. Speed up the SpaceX - IPO process

Summary of events: According to sources, SpaceX plans to open a book of accounts next week at the earliest and to launch a road show on 8 June, this time IPO is valued at $1.25 trillion (including entities merged with XAI)。Market interpretation: The Agency views SpaceX as the lead in space and the space chain, and the combined valuation reflects the potential of AI to integrate with the space economy。Investment revelationTHE LONG-TERM BENEFITS OF SPACE SCIENCE AND TECHNOLOGY AND THE INCREASED MOBILITY AFTER IPO ARE OF CONCERN。

IV. Developments in encryption money projects

Chief Executive Officer Sharplink Joseph Chalom stated that Taifung Treasury was moving from the Strategy and Michael Saylor models to different paths, focusing on focused pledge revenues and simpler balance sheets rather than complex financing structures。

2 BitwiseHyperliquidETF will start trading at the New York Stock Exchange on Friday. The fund will be the first product in the United States to provide only Hyperliquid pledge incentives, through the intra-corporate pledge sector Bitwise Online Solutions。

According to Morgan Chase analysts, despite the overall recovery of the encrypted market in Iran after the conflict, bitcoin continues to be lost in Taifung and Yamaya. Analysts believe that this trend, which began in 2023, is unlikely to change unless there are substantial improvements in web activity, DeFi and real-world applications。

THE UNITED STATES SENATE BANKING COMMISSION PASSED THE CARITY BILL BY A BIPARTISAN VOTE OF 15 TO 9, WHICH WILL MOVE ON TO THE NEXT STEPS。

According to chain analyst's after-effect monitoring, Multicoin Capital is in doubt LossAAVEI don't know. Multicoin Capital accumulated 338,000 AAVEs at a price of $219 last November。

6. THE UNITED STATES HAS APPROVED THE PURCHASE OF BRITISH WEEDA H200 AI CHIPS BY ABOUT 10 CHINESE ENTERPRISES, INCLUDING ALI BABA, TENT, BYTE BEATS AND KYOTO, AS WELL AS DISTRIBUTORS SUCH AS THE UNITED STATES AND FUSCON. UNDER THE TERMS OF THE LICENCE, EACH APPROVED CUSTOMER CAN PURCHASE UP TO 75,000 H200 CHIPS, BUT NO ACTUAL DELIVERY HAS YET TAKEN PLACE。

V. Today ' s market calendar

Data release schedules

The big news

• EventsTHE SENATE MAY DISCUSS A SUBSEQUENT CONSOLIDATED VERSION OF THE CLARITY BILL - FOCUSING ON THE FINAL LOCATION DETAILS OF THE REGULATORY FRAMEWORK。
• EventsSpaceX equity book disclosure window - Following valuation and road evolution。

Institutional perspective:

WHILE WELL-KNOWN INVESTMENT BANK ANALYSTS ARE GENERALLY OF THE VIEW THAT THE SIGNAL OF FEDERAL RESERVE BOARD MEMBER MILAN ' S RESIGNATION AND HIS REPLACEMENT WITH WALSH FURTHER REINFORCES THE EASING EXPECTATIONS, THE PASSAGE OF THE CLARITY BILL IN THE SENATE BANKING COMMISSION, WHICH INJECTS CERTAINTY INTO THE ENCRYPTED MARKET, IS EXPECTED TO BOOST INSTITUTIONAL READINESS. WHILE THE THREE MAJOR INDICES OF THE UNITED STATES SHARE ARE HIGHER AND RETAIL SALES DATA DEMONSTRATE ECONOMIC RESILIENCE AND EASE RECESSIONARY CONCERNS, CONSUMER CONFIDENCE AND INFLATION DATA STILL REQUIRE VIGILANCE. WITH REGARD TO ENCRYPTION, ALTHOUGH BTC ETF HAS EXPERIENCED LARGE SINGLE-DAY OUTFLOWS, REGULATORY PROGRESS IS CONSIDERED TO BE OF LONG-TERM BENEFIT, WITH SHORT-TERM FLUCTUATIONS OR REBOUNDING. OVERALL, THE DUAL THEME OF AI AND ENCRYPTION REMAINS THE FOCUS OF THE MARKET, SUGGESTING THAT ATTENTION BE GIVEN TO THE IMPACT OF THE POLICY DOWNSET AND MACRODATA ON RISK PREFERENCES。

DISCLAIMER: THE ABOVE IS COLLATED BY AI, MANUALLY ISSUED ONLY FOR VALIDATION AND IS NOT RECOMMENDED FOR INVESTMENT. FOR UNAVOIDABLE DEVIATIONS IN THE TEXT, PLEASE REFER TO MARKET INSTANTANEOUS DATA。