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Today's Must Read
・散户“带头大哥”Serenity vs 新晋股神Leopold：两大顶级猎手如何掘金AI“物理极限”？・PA日报 | OpenRouter完成1.13亿美元B轮融资；BitMine上周增持11.19万枚ETH・当合约变成Memecoin：alt.fun、HyperEVM与HYPE暴涨螺旋
AI coding company Cognition raised $1 billion, raising its valuation to $26 billion.
PANews reported on May 27th that, according to Bloomberg, AI programming startup Cognition AI has raised over $1 billion in a new funding round, bringing its valuation to $26 billion, more than double its valuation in its previous funding round last September. The round was co-led by Lux Capital, General Catalyst, and 8VC, with participation from Ribbit Capital, Atreides Management, and Founders Fund. Founded in 2023, Cognition's core product is Devin, an automated programming agent. Its annualized revenue has grown from $37 million last May to $492 million, and its clients include Goldman Sachs, Mercedes-Benz, and several US government agencies.
PA一线
Retail investor "leader" Serenity vs. rising stock market guru Leopold: How do these two top hunters tap into the "physical limits" of AI?
Two rising stars in AI investment, Serenity and Leopold, reveal the revaluation of underlying assets: from hidden dark horses in the chip supply chain to billions of dollars in hedge funds betting on physical bottlenecks, the era of "paying a price for computing power" has arrived.
Jae
Block's Cash App will launch USDC stablecoin payment functionality in phases, supporting four blockchains: Solana, Ethereum, Polygon, and Arbitrum.
PANews reported on May 27th that, according to CoinDesk, Block's Cash App has begun rolling out USDC stablecoin payments to approximately one-quarter of its nearly 60 million users, with plans to cover all users this week. This feature allows users to deposit and withdraw USDC on four blockchains: Solana, Ethereum, Polygon, and Arbitrum, providing a blockchain transfer channel for fiat currency balances, not as an investment tool. Product documentation indicates that on-chain transfers are irreversible; incorrect transfers to addresses or unsupported networks will result in permanent loss of funds. This feature is currently unavailable in New York State and for sponsored accounts. Verified users are limited to sending a maximum of $2,000 per day ($5,000 per week) and receiving a maximum of $10,000 per week.
PA一线
Bitwise has purchased over 1.03 million HYPE tokens, with a total value of nearly $63 million.
PANews reported on May 27 that, according to Onchain Lens monitoring, asset management firm Bitwise Asset Management recently purchased 183,162 HYPE tokens from Coinbase and Cumberland, worth approximately $11.31 million. As of May 25, Bitwise had cumulatively purchased 1,037,410 HYPE tokens, with a total value of approximately $62.92 million.
PA一线
Clearing giant DTCC will integrate tokenized securities into the Stellar network, with plans to launch in 2027.
PANews reported on May 27th that, according to CoinDesk, Wall Street clearing giant DTCC announced plans to integrate its tokenized securities platform with the Stellar (XLM) network in the first half of 2027, bringing tokenized stocks, ETFs, and US Treasuries held in custody by Depository Trust Companies to Stellar. Both parties stated that this integration will support the on-chain issuance, settlement, and full lifecycle management of traditional securities, and explore the tokenization of highly liquid assets, including major stock indices and US Treasuries.
PA一线
段永平2026年买了啥？从Circle小仓到AI重仓，盘点最新持仓与市场新信号
依然重仓苹果、伯克希尔。大幅加仓英伟达，首次重仓特斯拉，布局AI产业链。首次试水加密稳定币巨头Circle，并在港股市场大举买入泡泡玛特（置换中国神华）。
137Labs
CertiK launches Skill Scanner to establish a standardized security audit layer for AI Agent applications.
CertiK has launched Skill Scanner, an AI Agent security scanning product hailed as the antivirus software of the AI ​​era. It verifies the risks of third-party skills before execution, accurately identifies five major hidden dangers such as malicious behavior and data leakage, and fills the gap in AI security.
项目动态
Wall Street has taken over Bitcoin and stablecoins, but where are the real money-making opportunities for retail investors?
GameFi, NFTs, and Memecoins are heading towards their own demise; altcoins may have a chance if Bitcoin breaks through.
白话区块链
Iranian media: Preliminary informal documents outlining the framework of the Iran-US memorandum of understanding have been released.
PANews reported on May 27 that, according to the Balance News Agency, which is affiliated with the Iranian Ministry of Justice, preliminary informal documents outlining the framework of a memorandum of understanding between Iran and the United States have been released, indicating that US military forces will withdraw from the region surrounding Iran and the naval blockade against Iran will be lifted.
PA一线
SoFi launches SoFiUSD stablecoin to its banking app users.
PANews reported on May 27th that, according to The Block, SoFi Technologies announced that its USD-pegged stablecoin, SoFiUSD, is now available to its 14.7 million members. Users can directly buy, sell, hold, and convert within the SoFi app. This is the first stablecoin product issued by a national US bank and embedded in a retail banking interface. SoFiUSD currently runs on Ethereum and Solana, and will later integrate with tokenized deposits (with FDIC insurance), cross-border transfers, and integration with the Bullish exchange.
PA一线
PeckShield: StakeDAO contract has an unlimited minting vulnerability; attackers have already transferred some assets to Ethereum.
PANews reported on May 27th that, according to PeckShield, an anomaly occurred in the StakeDAO-related contract on Arbitrum, resulting in the minting of 5.4 trillion vsdCRV. The security team has characterized this as a suspected unlimited minting exploit. The attackers have exchanged some of the vsdCRV for approximately 43.781 ETH (about $91,000) and transferred it to the Ethereum address 0xeF3C…aa25 via a cross-chain bridge.
PA一线
Popular Reddit post: The crypto opportunity is long gone, but nobody wants to admit it.
Don't expect a classic knock-off season; there might be selective, strong performances in a very small number of narratives.
深潮TechFlow
Why Sam Altman's "hydroelectricity theory" sparked a copyright controversy
Sam Altman's claim that AI will be charged by tokens, like water and electricity, has sparked controversy over data copyright and pricing. He provides an in-depth analysis of the business logic and ethical cracks behind the "AI utility."
OmniTools
From the surge in ZEC to Vitalik's endorsement, will the privacy narrative make a comeback?
Starting with the recent surge in ZEC, this article provides an in-depth analysis of the underlying logic behind the return of the privacy sector to the forefront, and reviews ZEC and representative projects.
Biteye
PA Daily News | OpenRouter completes $113 million Series B funding round; BitMine adds 111,900 ETH last week.
Bitcoin spot ETFs saw a net outflow of $334 million yesterday, marking the seventh consecutive day of net outflows; Ethereum staking reached a record high of 39.2 million coins, representing 32.19% of the total supply; the Supreme People's Court announced it will conduct in-depth research on the adjudication rules for new types of cases involving virtual currencies.
PA日报
Bankless founder's account: Why did I sell my ETH?
It's not because I'm bearish on ETH, but because I think the argument that "ETH is currency" is outdated.
链捕手 ChainCatcher
Analysts: Bitcoin spot trading volume has declined by 81% since October 2025.
PANews reported on May 27 that, according to Cointelegraph, CryptoQuant analyst Darkfost stated that Bitcoin spot trading volume has decreased by 81% since October 2025.
PA一线
When Contracts Become Memecoin: alt.fun, HyperEVM, and the HYPE Price Spiral
You think you're playing a meme, but you're actually helping Hyperliquid create a contract.
Bitget Wallet
Interview with former Goldman Sachs CEO: Crisis, Leadership, AI, and Advice for Young People
From childhood to Harvard, from J. Aron to CEO of Goldman Sachs, and then to looking at AI after retirement.
a16z2 authors
Starting yesterday, some banks in Hong Kong require applicants to sign a declaration confirming the source of funds when opening investment accounts.
PANews reported on May 27 that, according to a report by Cailian Press, Cailian Press reporters learned from Hong Kong banks and some of their clients that, starting yesterday (May 26), new requirements have been introduced for the documents provided by clients opening investment accounts offline through Hong Kong banks. A declaration of the legal source of funds is now required. A source from a foreign bank in Hong Kong confirmed to Cailian Press that the aforementioned new declaration requirement does exist and is an adjustment made in accordance with local regulatory requirements. According to documents shown by several clients, the main content of the newly added cross-border disclosure declaration is that the person opening the investment account must confirm that "all funds used to support investment activities and related settlements come from legal sources outside mainland China"; and mainland Chinese residents are required to note that the investment account service is only applicable to investors residing in Hong Kong (e.g., those living or working in Hong Kong) and must ensure that the source of funds is legal and compliant.
PA一线
Latest News
Aztec Labs acquires privacy identity tool ZKPassport, will continue to keep it open source.
JPMorgan Chase CEO Jamie Dimon: JPMorgan Chase may issue stablecoins in the future.
Alpha Compute acquires blockchain gaming platform GAMEE for $18 million.
In the past 24 hours, a total of $314 million in contract liquidations occurred across the entire network, primarily involving long positions.
Defiance applies to launch a China Robotics ETF

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「」Jupiter (JUP) unlocks 53.47 million tokens, worth approximately $10.09 million. 「」Cosmos ecosystem wallet Leap Wallet ceases operation 「」Ethereum treasury company SharpLink has been included in the Russell 2000 and 3000 indices. 「」Binance removes several spot trading pairs, including APT/ETH and CTSI/BTC. 「」CME Group cryptocurrency futures and options now support 24/7 trading. 「」Stablecoin protocol USD.AI stops CHIP token airdrop applications

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