Walrus: Unable to process write operation due to Sui Network congestion
On May 28, Walrus—a storage protocol within the Sui ecosystem—announced its mainnet is currently unable to process write operations due to a slowdown impacting the Sui Network. Read operations running directly through the aggregator, however, remain fully functional. The team will share an update promptly as soon as additional progress is confirmed.
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Fed Rate Hike Forecast for 2026: Expectations of Rate Hike Increase, Probability of Cumulative 25 Basis Point Hikes Reaching 37.3%
May 29 — Data from the CME FedWatch Tool shows market bets on this year’s interest rate cuts have all but faded, while the odds of the Federal Reserve raising rates are climbing — including a small but noticeable chance of a 75 basis point hike. Looking further ahead, the probability the Fed holds interest rates steady through all of 2026 stands at 51.9%, with just a 0.5% likelihood of a cumulative 25 basis point rate cut over that same period. For this year, meanwhile, the odds of a cumulative 25 basis point rate hike are 37.3%, a 50 basis point hike 9.3%, and a 75 basis point hike 1%. Additionally, the chance of a 25 basis point rate cut at the Fed’s upcoming June policy meeting is only 1.1%.
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The US Stock Market's Semiconductor and Memory Sector Demonstrates Strong Intraday Performance, with SanDisk and AMD Both Surging Over 5%
May 28th: According to Bitget market data, the U.S. stock semiconductor and memory sector delivered robust intraday performance, bouncing back sharply after a modest initial dip. SanDisk, AMD, and Qualcomm all jumped more than 5% during the session.
On the news front, ByteDance is reportedly developing custom central processing units (CPUs) to support its expanding AI needs, with plans to source relevant chips from AMD.
Individual stock gains: SanDisk (SNDK) +5.7%; Advanced Micro Devices (AMD) +5.2%; Qualcomm (QCOM) +5.1%; NVIDIA (NVDA) +0.1%; Micron Technology (MU) +0.9%; Seagate Technology (STX) +2.06%; Western Digital (WDC) +2.6%.
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「Stock God」 Serenity Supports SIVE with Still 38x Upside Potential, $21 Billion Market Cap Expected to Surpass $800 Billion
May 28: The self-proclaimed "New God of Stocks" Serenity doubled down on his bullish stance for Sivers Semiconductors (ticker: SIVE), calling it "the most attractive CPO/photonics investment target" and confirming he hasn’t sold a single share—and has no plans to do so. Serenity projects SIVE, currently valued at ~$2.1 billion, will hit an $80 billion market cap (mirroring LITE’s trajectory) and intends to add to his holdings to support the company’s M&A efforts. He noted the upcoming earnings call is the key focus: investors should prioritize the photonics supercycle’s expansion, existing customer production ramp timelines, its U.S. Nasdaq listing roadmap, and new customer signals in the CPO/pluggable optical module space—not past quarterly revenue.
Over the past months, Serenity said his supply chain deep dive uncovered multiple bullish catalysts: Ayar Labs’ private placement hints suggest Amazon and AlChip are adopting SIVE’s design for Trainium 4; Wiwynn and Ayar are scaling their
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Goldman Sachs Warns of Short Squeeze Risk in U.S. Stocks Becoming Fuel for a "Short Squeeze" Rally
May 28: S3 Partners’ latest data shows total short interest across U.S. and Canadian equity markets has surged by nearly $100 billion since the end of April, hitting $2.13 trillion—its highest level on record since 2010. Complementary primary broker data from Goldman Sachs adds that the median short interest as a share of market capitalization for S&P 500 components has climbed to 3%, a peak not seen since the end of 2011.
Goldman Sachs’ trading team points out this extreme positioning signals the market’s next phase of upside momentum will likely not be led by large-cap tech stocks, but rather by rallies driven by short squeezes—especially in out-of-favor, heavily shorted sectors where reversal risks continue to build. Bearish bets have spread beyond the information technology sector to industrials, financials, and energy, with a sharp concentration of shorts in defensive areas: median short interest in healthcare is near a 30-year high, while utilities and consumer staples are appro
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Tencent Hy-Memory Plugin Launched for Openclaw-like Long-Term Collaborative Agents
Per SyncWatch Beating monitoring, Tencent’s Hy-Element has officially launched Hy-Memory: a memory plugin purpose-built for Openclaw-type long-term collaborative AI Agents, positioned to act as the Agent’s “second brain.”
Hy-Memory is structured on a three-tier foundation—combining a 6-layer memory framework, a System1/System2 dual-system design, and an evolution chain structure—that empowers Agents to “memorize, retain context, manage lightweight memory, and understand users better” during extended interactions.
On authoritative public test benchmarks, Hy-Memory outperforms existing mainstream memory frameworks: it resolves memory fragmentation issues, reduces total memory volume by over 70%, and increases memory information density by more than 45%. For ultra-long context processing, it cuts token consumption by 35% and boosts memory update speed by 20%.
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