US SEC Chair Again Urges Congress to Advance the CLARITY Act

Serenity released a report stating that despite a temporary market pullback, AI demand remains robust. Nvidia’s revenue growth was capped at 70% by supply chain constraints; without those limitations, it would have exceeded 100%. Serenity cited multiple indicators: Broadcom’s AI revenue is projected to surge from roughly $50 billion to $230 billion within two years, OpenAI’s Astra has surpassed AGI benchmarks and achieved self-training, compute resource imbalances reported by Microsoft, Google, and Amazon, and Nvidia’s forecast of $1.3 trillion in spending by 2027. It also highlighted supply chain signals: 70% of Samsung’s production capacity is locked in long-term agreements through 2031, Powertech’s advanced packaging capacity is fully booked through 2030, and Winbond has begun allocating orders for 2029-2030, implying that AI stock fundamentals will drive sustained gains.

According to PeckShield’s monitoring, the hacker behind Term Labs has deposited 400 ETH into TornadoCash, bringing their total deposits to 960 ETH.

Permissionless on-chain yield protocol Polaris has closed a $1 million angel funding round. Backers include institutions such as the Ethereum Foundation, IPOR subsidiary Fusion, Altitude, Liquity, and LI.FI, plus over 30 founders and contributors including Daily Gwei founder Anthony Sassano. Polaris’ core product is interest-bearing reserve asset pETH, with additional offerings USDp and GOLDp, aiming to provide native yield for any on-chain asset.

Citigroup projects the Federal Reserve will implement 25 basis point rate cuts each in June, September, and December 2027, revising its earlier forecast which had predicted rate cuts in October 2026, December 2026, and January 2027.

According to GMGN market data, after the MEME coin craze cooled off, some hot tokens on the Robinhood Chain have rebounded rapidly, with PONS and FATCOIN hitting new highs again tonight. FATCOIN currently has a market capitalization of $20.98 million, posting a 24-hour gain of 509.3%; PONS's market cap briefly surpassed $780 million, and is now at $760 million.

After the US stock market opened, gains in the AI sector expanded, with CPO-related stocks leading the rally. According to market data from BIT (bit.com), COHR rose more than 6%, MRVL gained 3.95%, and AAOI increased by 4.08%. In the equipment manufacturing sector, LRCX climbed 5.04% and ASML advanced 4.25%. For chip stocks, Micron Technology rose 3.88%, while SK Hynix’s US-listed shares gained 3.58%.