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美国国家情报总监图尔西·加巴德宣布辞职，称因其丈夫健康状况。她在近期美国军事行动中已基本淡出公众视野。

中文 Fundstrat 分析师 Tom Lee 表示，SpaceX、Anthropic 和 OpenAI 等公司即将带来的数万亿 IPO 规模最终可被市场吸收，不会导致标普500指数下跌。当前道琼斯指数已上涨300点至历史新高。 English Fundstrat’s Tom Lee argues that trillions in upcoming IPO supply from SpaceX, Anthropic, and OpenAI can ultimately be absorbed by the market without crashing the S&P 500. The Dow Jones has surged 300 points to a record high this week.

中文 OKX 与美国洲际交易所（ICE）达成合作，将面向1.2亿加密用户推出"永不 expire"的石油期货合约。这一合作借鉴了 Hyperliquid 平台上 oli 永续期货合约的成功经验，后者交易量已超过10亿美元。 English OKX and the Intercontinental Exchange (ICE) are partnering to bring “never-expiring” oil futures contracts to 120 million crypto users. The partnership draws on the success of Hyperliquid’s oli perpetual oil futures, which have seen over $1 billion in trading volume.

中文 巴基斯坦陆军元帅赶赴德黑兰，试图促成美国与伊朗之间的和平协议。据 Axios 报道，巴基斯坦正寻求在美伊谈判中取得突破性进展。 这一外交行动发生在鲁比奥表示伊朗和平谈判取得"轻微进展"之后。巴基斯坦作为伊斯兰世界中与美国关系较为密切的核大国，具备独特的调解地位。 分析人士指出，巴基斯坦的介入反映了各方对尽快达成协议的紧迫性。此前伊朗曾提出霍尔木兹海峡"收费通行"方案，但被鲁比奥明确拒绝。当前谈判核心仍围绕核设施核查与制裁解除等关键议题。 如果斡旋成功，不仅将缓解中东紧张局势，也可能影响美国此前因伊朗问题暂停的140亿美元对台军售计划的后续走向。 English A Pakistani field marshal has traveled to Tehran in an effort to broker a peace deal between the United States and Iran, according to Axios. Pakistan is seeking a breakthrough in the stalled US-Iran negotiations. The diplomatic push comes after Secretary Rubio said the Iran peace talks had made “slight progress,” while firmly rejecting Iran’s proposed Strait of Hormuz “tolling system.” Pakistan, as a nuclear-armed Muslim-majority country with relatively close ties to Washington, occupies a unique mediating position. ...

中文 币安公开反驳《华尔街日报》的最新报道。该报称伊朗金融家巴巴克·赞贾尼涉嫌通过币安转移8.5亿美元资金，币安首席执行官赵长鹏表示报道内容不实。 这一争议发生在地缘政治紧张局势加剧之际。此前美国因伊朗问题暂停了对台140亿美元军售，巴基斯坦陆军元帅也正赴德黑兰斡旋美伊协议。 币安近年来持续加强合规措施，试图与受制裁实体划清界限。此次争议再次凸显加密货币交易所在地缘政治冲突中面临的合规挑战。 如果报道属实，这将是加密货币行业最大的制裁规避案例之一。币安否认的态度表明其认为相关指控缺乏充分证据。 English Binance has publicly disputed a Wall Street Journal report alleging that Iranian financier Babak Zanjani moved $850 million through its platform. CEO Richard Teng said the claims are inaccurate. The controversy emerges amid heightened geopolitical tensions. The US has paused a $14 billion arms sale to Taiwan due to the Iran situation, and a Pakistani field marshal is traveling to Tehran to broker a US-Iran deal. ...

中文 美国众议院监督委员会主席科默宣布启动对预测平台 Kalshi 和 Polymarket 的内幕交易调查，已向两家平台 CEO 发出调查信函，要求6月前回复。 这一行动发生在此前印度对 Polymarket 采取打击措施之后。预测市场作为新兴金融工具，其监管框架仍处于灰色地带。 调查重点包括：是否存在利用未公开信息获利的交易行为；平台是否有足够的监控机制识别和阻止内幕交易；以及预测市场是否应纳入美国商品期货交易委员会（CFTC）的监管范围。 如果调查证实存在系统性内幕交易问题，可能推动美国对预测市场出台更严格的监管规则，影响这一新兴行业的合规成本和发展空间。 English House Oversight Chairman Comer has launched an investigation into insider trading on prediction market platforms Kalshi and Polymarket, sending letters to both CEOs with a deadline to respond by June. The move follows India’s recent crackdown on Polymarket. Prediction markets, as an emerging financial instrument, operate in a regulatory gray area. The probe will examine whether trades exploiting non-public information have occurred, whether platforms have adequate monitoring mechanisms to detect and prevent insider trading, and whether prediction markets should fall under CFTC oversight. ...

中文 特朗普媒体科技集团（DJT）再次转移2.05亿美元比特币，其加密投资账面亏损已扩大至4.55亿美元。 作为总统旗下的上市公司，DJT的比特币策略持续承受压力。公司目前持有大量未变现的加密资产亏损，引发投资者对其财务健康状况的担忧。 这一数字凸显了企业将比特币作为储备资产所面临的市场波动风险。尽管比特币价格目前维持在7.7万美元附近，但DJT的入场成本显然远高于当前市价。 分析人士指出，随着更多科技巨头IPO即将登陆市场，传统资金对加密资产的兴趣可能受到分流，进一步压缩DJT等早期加密持仓者的回本空间。 English Trump Media & Technology Group (DJT) has moved another $205 million in bitcoin, swelling its unrealized cryptocurrency losses to $455 million. The president’s publicly traded company continues to face pressure on its bitcoin strategy. DJT now sits on hundreds of millions in unrealized crypto losses, raising investor concerns about its financial health. The figure underscores the market volatility risk of corporations holding bitcoin as a reserve asset. While bitcoin trades near $77,000, DJT’s entry cost is clearly far above current market prices. ...

中文 英国科学家正在研发针对此次刚果埃博拉疫情的疫苗，预计数月内即可进入临床试验阶段。 此次爆发的埃博拉病毒属于罕见的邦迪布焦型（Bundibugyo），致死率约为三分之一，目前尚无获批的针对性疫苗。世界卫生组织已将此次疫情的风险评估上调，称其"正在迅速扩散"。 在刚果民主共和国，愤怒的民众因无法安葬疑似埃博拉遇难者遗体，焚烧了医疗帐篷，反映出社区对防疫措施的强烈抵触。 英国研发团队的疫苗如能如期推进，将成为应对邦迪布焦型埃博拉的重要工具。此前针对扎伊尔型埃博拉的疫苗已在疫情中证明了其有效性，但邦迪布焦型的疫苗研发仍处于早期阶段。 English UK scientists are developing a vaccine for the current Ebola outbreak in the Democratic Republic of Congo, with clinical trials expected to begin within months. The outbreak involves the rare Bundibugyo species of Ebola, which kills approximately one-third of those infected and has no approved vaccine. The WHO has upgraded its risk assessment, saying the outbreak is “spreading rapidly.” In eastern DR Congo, angry crowds burned medical tents after being prevented from burying the body of a suspected Ebola victim, highlighting community resistance to containment measures. ...

中文 韩国政府表示将重新审议加密货币征税计划，此前一项国民请愿已获得超过5万人签名支持。该请愿呼吁取消或推迟对加密货币交易收益的征税。韩国在加密货币监管政策上一直摇摆不定，此次重新审议反映了国内对加密行业税收框架的分歧。 English The South Korean government said it will review its cryptocurrency taxation plan after a national petition garnered over 50,000 signatures. The petition calls for canceling or delaying taxes on crypto trading gains. South Korea has been wavering on crypto regulation, and this review reflects domestic divisions over the tax framework for the digital asset industry.

中文 美国国务卿鲁比奥公开表示古巴对美国安全构成威胁，古巴政府随即回应称其指控为"谎言"。这一外交争端反映了美古关系的持续紧张。鲁比奥长期以来一直是对古巴强硬政策的支持者，此次表态可能预示着美国将对古巴采取进一步的制裁或外交施压措施。 English US Secretary of State Rubio publicly stated that Cuba poses a threat to US security, with Havana responding by calling the allegations “lies.” The diplomatic spat reflects ongoing tensions in US-Cuba relations. Rubio has long been a supporter of hardline policies toward Cuba, and this statement may signal that the US will take further sanctions or diplomatic pressure measures against the island nation.