coin-img-ETHETH-1.23%coin-img-BTCBTC-1.31%coin-img-HYPEHYPE-4.19%coin-img-BITKBITK-56.06%coin-img-SOULCORESOULCORE-20.51%coin-img-SOLSOL-1.84%coin-img-USDCUSDC+0.00%coin-img-XRPXRP-2.15%coin-img-ETHETH-1.23%coin-img-BTCBTC-1.31%coin-img-HYPEHYPE-4.19%coin-img-BITKBITK-56.06%coin-img-SOULCORESOULCORE-20.51%coin-img-SOLSOL-1.84%coin-img-USDCUSDC+0.00%coin-img-XRPXRP-2.15%coin-img-ETHETH-1.23%coin-img-BTCBTC-1.31%coin-img-HYPEHYPE-4.19%coin-img-BITKBITK-56.06%coin-img-SOULCORESOULCORE-20.51%coin-img-SOLSOL-1.84%coin-img-USDCUSDC+0.00%coin-img-XRPXRP-2.15%coin-img-ETHETH-1.23%coin-img-BTCBTC-1.31%coin-img-HYPEHYPE-4.19%coin-img-BITKBITK-56.06%coin-img-SOULCORESOULCORE-20.51%coin-img-SOLSOL-1.84%coin-img-USDCUSDC+0.00%coin-img-XRPXRP-2.15%

logo

Newsy
Newsy

Newsy

Śledź globalne wydarzenia związane z kryptowalutami 24/7. Twoje niezawodne źródło wiadomości, informacji o trendach rynkowych i aktualnościach.
2026-05-23
1 godz. temu
Goldman: Yuan Looks 20% Undervalued, Strength Could Spill Over Into FX and Crypto
Goldman Sachs is telling clients the Chinese yuan looks materially undervalued and could gain ground over the next year, a shift that may reverberate beyond foreign-exchange markets and into payments and crypto. In a client note, the bank said the yuan is at least 20% undervalued versus the U.S. dollar. A stronger currency would be a "natural equilibrium" outcome, Goldman argues, given China's export performance. Analysts led by Kamakshya Trivedi described the case for appreciation as "more fundamental and longer-lasting," citing China's rising export competitiveness and an external surplus nearing unprecedented levels as a share of global GDP. The yuan traded around 6.80 per dollar on Friday. Goldman's forecasts call for 6.70 in six months and 6.50 within a year, which would put the currency near its strongest level against the dollar since early 2023. Goldman said broader use of the yuan for payment settlement across Asia and the Global South adds support. Policy and trade mechanics also bolster the outlook: the People's Bank of China has been raising exporter conversion ratios, a move the bank says makes a "gradual but sustained" appreciation the most likely base case. With the DXY dollar index weakening since 2025 and struggling to hold above 100, Goldman sees a more favorable backdrop for yuan upside. For crypto markets, a firmer and more widely used yuan could lift demand for RMB-linked payment rails and stablecoins, and in some corridors redirect cross-border settlement flows away from the dollar. Traders and crypto firms operating across Asia and the Global South may want to monitor yuan moves closely. Goldman's bottom line: the yuan is structurally undervalued with clear upside over the next year, a narrative that matters not only to FX desks but also to payments and crypto players tracking global settlement shifts.
2 godz. temu
Polymarket Says Private Key Leak Led to $520,000 Loss on Polygon, User Funds Unharmed
Polymarket said more than $520,000 was drained from wallets tied to its Polygon operations after an internal private key was compromised. The prediction market platform stressed it was not a smart contract exploit or a protocol-level vulnerability. Blockchain investigator ZachXBT flagged the activity on May 22, pointing to suspicious outflows involving two addresses connected to Polymarket's UMA Conditional Token Framework (CTF) Adapter contracts. Polymarket later confirmed the impacted wallet was an internal operations wallet used for rewards payouts and said customer funds were not affected. The company said roughly 5,000 POL tokens and an undisclosed amount of USDC were taken. Polymarket added that market resolutions, platform operations, and its smart contract infrastructure continued to function normally throughout the incident. Polymarket said it has started key-rotation procedures and that its investigation remains ongoing. The incident initially appeared more serious because the transactions flowed through infrastructure linked to market settlement. The breach highlights a different kind of security risk for crypto platforms: operational security. Unlike smart contract bugs that can often be addressed through code fixes and additional audits, a private key compromise typically raises questions about access controls, device security, and internal processes. Polymarket has not publicly disclosed how the key was obtained, leaving open possibilities such as phishing, a compromised device, or insider access. Polymarket has become one of crypto's most visible prediction markets, drawing attention during major political and global events and processing meaningful trading volume. As a result, its operational security practices carry broader market relevance. Industry best practices for key management commonly include hardware security modules, multisignature setups, and tiered permissions. Whether those safeguards were in place for the compromised wallet, and how they may have been bypassed, are expected to be central issues in the review. For traders and investors, the immediate takeaway is Polymarket's assertion that user funds and open positions were unaffected. The more consequential signal for long-term trust will be what follows, including whether the platform releases a detailed post-incident report, commissions an independent review of operational security beyond smart contract audits, and whether the stolen assets can be traced or recovered. While the reported loss is small compared with major DeFi exploits, the nature of the incident underscores an ongoing industry challenge: private key compromises remain among the most common and avoidable attack vectors, and operational security often receives less scrutiny than smart contract security.
UMA
UMA-2.29%
2 godz. temu
Verus Bridge Attacker Sends Back $8.5M, Keeps About $2.9M as Bounty
The attacker behind the Verus Ethereum bridge exploit has returned most of the stolen funds under a negotiated settlement, while keeping a substantial payout. On May 21, the exploiter transferred 4,052.4 ETH (about $8.5 million at onchain prices) to a Verus team address, according to PeckShield and Etherscan. The amount represents roughly 75% of the total funds taken. The attacker retained 1,350 ETH (approximately $2.8–2.9 million) as an agreed bounty. Etherscan records show the transaction originated from a wallet labeled "Verus Exploiter 2" and went to address 0xF9AB…C1A74. Shortly after returning the larger portion, the exploiter moved the 1,350 ETH bounty to a newly created address. PeckShield highlighted both the repayment and the subsequent split. Verus said in a public post on X that community members and developers negotiated the terms, including the bounty size, the exploiter's obligations, and the return process. The breach took place on May 18 and initially drained more than $11.5 million from the Verus Ethereum bridge. PeckShield said the stolen assets included 103.6 tBTC, 1,625 ETH, and nearly 147,000 USDC. The attacker later consolidated the proceeds into around 5,402 ETH (about $11.4 million at the time of the swaps). Security firm Blockaid attributed the exploit to a missing sourceamount validation check in the bridge logic, allowing a forged crosschain transfer message to be accepted. Blockaid added that the incident was not an ECDSA bypass, not a notarykey compromise, and not tied to a parser or hashbinding bug. Reactions have been mixed. Supporters of negotiated recoveries argued that reclaiming 75% is preferable to losing everything to mixers. Critics said the episode highlights structural bridge risks, including centralized custody and weak validation, and pointed to alternatives such as atomic swaps to reduce similar failure modes. The Verus case stands out from many recent bridge incidents because most of the drained ETH was returned to a team address following a bounty agreement. In other attacks, funds are often routed through mixers or remain under attacker control. The development also comes amid continued crosschain security failures, including the Butter Network exploit that sent MAPO token price lower and the Echo Protocol/Monad incident in which an attacker minted about $76.7 million in unauthorized eBTC and moved funds through Tornado Cash. Bridges remain a key DeFi attack surface because they custody assets across networks. Weak validation can enable unauthorized transfers, reserve manipulation, and rapid fund extraction before teams respond. The Verus repayment underscores both the usefulness of negotiated recoveries and the need for stronger validation and custody models across the ecosystem. Onchain data and security-firm reports remain the primary sources for updates as the situation develops.
ETH
ETH-1.32%
2026-05-22
2 godz. temu
U.S. Consumer Sentiment Sinks to New Record Low in May
The University of Michigan's final reading for May showed U.S. consumer sentiment sliding to 44.8, a record low. Longer-term inflation expectations moved higher, with consumers now projecting average annual price gains of 3.9% over the next five to 10 years, up from 3.5% in April and the highest level in seven months. One-year inflation expectations were 4.8%. Gasoline prices are hovering near their highest level since 2022, adding to cost-of-living pressures. Survey director Joanne Hsu said 57% of respondents reported that high prices are worsening their personal finances, up from 50% a month earlier. The survey also found growing concern that inflation could broaden and remain elevated for an extended period.
3 godz. temu
THORChain Unveils "NoRunesMinted" Recovery Plan After $10.7M Exploit
THORChain said it suffered roughly $10.7 million in losses on May 15 after a malicious node operator exploited weaknesses in the protocol's threshold signature setup. The project has now floated a recovery proposal that explicitly avoids token inflation. The plan, filed as ADR028, would first use Protocol-Owned Liquidity (POL) to cover the loss. Any remaining gap would be allocated pro rata to synthetic asset holders. The proposal also states that no new RUNE will be minted or sold. What happened — and how it was contained According to THORChain, the attacker was a newly churned node operator that joined the network just two days before the incident. The exploit targeted the GG20 Threshold Signature Scheme (TSS), the mechanism used to distribute control of vault keys across the network so that no single operator can unilaterally access funds. THORChain said the attacker was able to reconstruct critical vault private keys by exploiting vulnerabilities in that scheme, effectively gaining access to assets held by the protocol. The protocol said its automated solvency checker flagged the anomaly within minutes. Trading and signing were halted, and node operators coordinated to freeze the network in about two hours. THORChain said there were no direct losses to user funds or liquidity provider positions. The rapid shutdown was enabled via the Mimir governance system, which allows node operators to adjust key parameters quickly without waiting through longer governance processes. ADR028: How losses would be allocated Under ADR028, POL — the protocol's own capital deployed in its liquidity pools — would absorb as much of the $10.7 million shortfall as possible. Any remaining deficit would be distributed proportionally across synthetic asset holders. THORChain synthetics are derivative representations of assets such as Bitcoin and Ethereum that live inside the protocol's pools. If POL does not fully cover the loss, synthetic positions would take a proportional haircut. The proposal's central pledge is what it rules out: minting new RUNE. In prior DeFi exploits, projects have often recapitalized through inflationary issuance, diluting existing holders. THORChain is positioning non-dilution as both a financial and governance commitment. The protocol also said it is offering a whitehat bounty aimed at recovering stolen funds. In parallel, additional patches addressing GG20 TSS weaknesses are being rolled out as part of the interim fix released shortly after the incident. Crosschain risk remains in focus The incident underscores persistent risks for crosschain protocols, which must manage keys and signatures across multiple blockchains. Bridges and crosschain infrastructure have been among the most frequently targeted components in crypto since 2021, with industry losses totaling in the billions. THORChain has faced prior security issues, and the latest exploit adds to a broader track record of recurring pressure on crosschain designs. While the two-hour containment and automated solvency checks were notable, the fact that a node operator could join and execute an attack within 48 hours raises questions about node onboarding controls and assumptions in the churn process. What investors will watch next For markets, the no-dilution language in ADR028 is the most consequential point: RUNE holders are not being asked to socialize losses through inflation, preserving supply dynamics. Execution will matter. Investors are likely to monitor how thoroughly THORChain closes the GG20 TSS attack vectors and whether stricter requirements are introduced for new node operators. The proposed allocation to synthetic holders also bears watching. If POL falls short, haircuts on synthetics could reduce liquidity and trading activity, widening spreads and weakening THORChain's competitiveness for crosschain swaps. More broadly, THORChain's approach could become a reference case. A successful recovery without dilution and without sustained liquidity damage could influence how other protocols respond post-exploit. If it fails to stabilize conditions, it may reinforce calls for fundamentally different security architecture for crosschain systems. The whitehat bounty adds uncertainty: in some cases, exploiters return funds in exchange for a payout and leniency. Whether any portion of the $10.7 million is recovered will determine how much of the deficit ultimately needs to be absorbed through POL and synthetic haircuts.
BTC
BTC-1.38%
3 godz. temu
Polymarket Freezes $164,000 Linked to Private-Key Breach
Polymarket has frozen $164,000 tied to a private-key compromise, according to a May 22 update from Josh Stevens, the company's VP of Engineering. The recovery effort was carried out with help from investigator ZachXBT as well as BitcoinVN and ChangeNOW. The frozen amount represents about 28.6% of the $573,200 that was transferred. Stevens said the incident did not impact Polymarket or UMA smart contracts. User funds remain safe and the platform continues to operate normally. The investigation found the breach was linked to an internal deposit-configuration private key that had been in existence for roughly six years. As a result, funds were repeatedly routed to the compromised address. Teams involved in the response are continuing to trace the remaining stolen funds.
Wybrane
UMA
UMA-2.29%
3 godz. temu
Polymarket Freezes $164,000 After Private Key Leak Triggers Unauthorized Transfers
Polymarket engineering VP Josh Stevens said $164,000 of the $573,200 moved after a private key was compromised has been frozen, following coordination among ZachXBT, Bitcoin Vietnam and ChangeNOW. Stevens reiterated that the incident did not involve an exploit of Polymarket or the UMA contract. He said user funds remain safe and Polymarket.com continues to operate normally. The transfers were traced to an internal funding setup tied to a six-year-old private key that was leaked, allowing funds to be sent to the address associated with that key.
UMA
UMA-2.29%
3 godz. temu
Polymarket freezes $164,000 after private key leak
Polymarket engineering VP Josh Stevens said $164,000 has been frozen in connection with a private key compromise, with support from on-chain investigator ZachXBT as well as BitcoinVN and ChangeNOW. The frozen amount represents about 28.6% of the $573,200 that was transferred. Stevens said the incident did not impact Polymarket or UMA smart contracts, adding that user funds remain safe and the platform is operating normally. An initial review found the breach stemmed from a private key created roughly six years ago that was used for internal deposit configuration, leading to ongoing transfers to compromised addresses. Teams involved in the response continue to trace the remaining stolen funds.
UMA
UMA-2.29%
3 godz. temu
U.S. consumer sentiment sinks to record low as inflation worries mount
ME News reported on May 22 (UTC+8) that U.S. consumer sentiment hit a historic low in May, as the Iran conflict and elevated fuel costs deepened inflation concerns. The University of Michigan's final May Consumer Confidence Index fell to 44.8. Long-term inflation expectations also moved higher, with consumers now projecting prices to rise at a 3.9% annual rate over the next five to 10 years, up from 3.5% in April and the highest in seven months. One-year inflation expectations rose to 4.8%. Gasoline prices have hovered near their highest levels since 2022, reinforcing anxiety over the cost of living and the lack of progress toward a peace agreement to end the war. The squeeze on household budgets, especially among low-income consumers, is seen as a potential headwind to future spending. Joanne Hsu, the survey's lead researcher, said cost of living remains consumers' top concern. She noted that 57% of respondents spontaneously cited high prices eroding their personal finances, up from 50% in the prior month. She added that consumers increasingly fear inflation will extend beyond fuel and that the upswing could persist for a prolonged period. (Jinshi) (Source: ODAILY)
3 godz. temu
SpaceX Submits IPO Filing: Targets $80B Raise, Discloses $41.3B Deficit and Expansive AI Plans
SpaceX has filed its S-1 registration statement with the U.S. Securities and Exchange Commission, setting the stage for a dual listing on Nasdaq and Nasdaq Texas under the ticker "SPCX." The roughly 200,000-word prospectus offers the first full look at the group's consolidated finances and its broadened footprint spanning launch services, Starlink connectivity, social media and AI—assets Elon Musk has increasingly brought under one roof. The filing lands amid renewed appetite for big-ticket offerings, pairing a mega-valuation narrative with the market's current AI fixation and what observers describe as a rebound in the IPO pipeline. IPO size: aiming to eclipse Saudi Aramco's record Saudi Aramco's 2019 float remains the largest on record, raising $25.6 billion initially and $29.4 billion including the greenshoe. Citing The Wall Street Journal, Fortune reports SpaceX is seeking about $80 billion in proceeds at an implied valuation of roughly $1.7 trillion—a sum that would dwarf the Aramco benchmark if achieved. As is typical at this stage, the S-1 does not provide the number of shares to be sold or an indicative price range. Those fields are left blank and are expected to be finalized during the roadshow and pricing process. At a $1.7 trillion valuation, SpaceX would rank among the world's ten most valuable listed companies. Governance: an "Elon"-controlled company The prospectus makes clear that Musk—founder, CEO, CTO and chairman—controls the company. Fortune's summary of the filing indicates Musk holds about 85% of the voting power through special Class B shares, with the explicit ability to control shareholder votes, including director elections. The filing also states the charter allows Musk to pursue businesses that compete directly with SpaceX. The Financial Times reports the board recently approved two large grants of super-voting Class B shares totaling 1.3 billion shares, carrying 10 votes per share. Vesting is tied to milestones such as market-cap targets, building an orbital AI data center, or establishing a permanent Mars colony of at least one million residents. Because the shares were issued as restricted stock rather than options or RSUs, the FT notes Musk can exercise the voting rights immediately while he remains at SpaceX. Removal protections are unusually strong: the filing indicates Musk can be removed as chairman or CEO only by a majority of B shareholders, and he controls 93.6% of the B shares. Post-listing, SpaceX expects to qualify as a "controlled company" under Nasdaq rules and plans to rely on exemptions from certain governance standards, including requirements tied to board independence. Financials: revenue rising, losses widening SpaceX reported 2025 consolidated revenue of $18.674 billion, up about 33% from $14.1 billion in 2024. Losses expanded at the same time. As of March 31, 2026, the company disclosed an accumulated deficit of $41.3 billion. Net loss for Q1 2026 was $4.27 billion, compared with $528 million a year earlier. For 2025, operating loss was $2.589 billion, while adjusted EBITDA was positive at $6.584 billion. Starlink: the cash engine Connectivity services—led by Starlink—are positioned as the group's core earnings driver. As of March 31, 2026, Starlink had deployed about 9,600 broadband and mobile satellites in low Earth orbit, serving roughly 10.3 million subscribers across 164 countries, regions and markets. In 2025, the connectivity segment generated $11.387 billion in revenue and $4.423 billion in operating profit, representing year-on-year increases of 49.8% and 120.4%, respectively. Fortune reports the segment accounts for more than two-thirds of total revenue and delivered $1.2 billion of profit in the most recent quarter. AI: heavy spend, deep losses Following the integration of xAI, the prospectus shows AI losses flowing directly into consolidated results. The AI segment reported 2025 revenue of $3.201 billion and an operating loss of $6.355 billion. Capital expenditures for the AI unit totaled $7.723 billion in Q1 2026 alone. The Financial Times characterizes the filing as evidence that Musk's empire has become a large-scale bet on AI. Musk, according to the FT, sizes the potential AI market at up to $26.5 trillion, compared with a combined $2 trillion opportunity for Starlink and space operations. The filing and commentary also note the competitive gap relative to OpenAI, Anthropic and Google. A surprise revenue line: leasing compute to Anthropic The S-1 discloses a notable commercial arrangement: SpaceX has begun renting excess computing capacity. In May 2026, SpaceX entered Cloud Services Agreements with Anthropic, granting access to capacity at two flagship data centers, COLOSSUS and COLOSSUS II. Anthropic will pay $1.25 billion per month through May 2029, with discounted pricing during the ramp-up in May and June 2026. Either party can terminate with 90 days' notice. The Financial Times estimates the deal implies roughly $15 billion of annualized payments, with total value potentially reaching $45 billion by May 2029, outstripping prior hardware spending. The FT also notes the irony of leasing compute to a competitor, which it frames as a sign of limited market traction for Musk's Grok chatbot. Fortune cites the deal as an illustration of both revenue diversification and the interdependent nature of the AI ecosystem. Orbit-based computing: an ambitious roadmap SpaceX outlines a longer-term plan to push AI computation into space, leveraging solar power and the vacuum of space for cooling. The company expects orbital AI computing satellites could begin deployment as early as 2028. These plans are tied to the performance of Starship, described by international media as a fully reusable vehicle taller than a 35-story building. SpaceX also highlights its dominance in launch capacity. The filing says that since 2023 the company has accounted for more than 80% of the total weight of satellites and cargo sent to orbit worldwide each year. Wealth impact: insiders and investors stand to gain At a $1.75 trillion valuation, the filing suggests substantial value creation for executives and early backers. President Gwynne Shotwell and CFO Bret Johnsen would each hold stakes worth more than $1 billion. Board member Antonio Gracias of Valor Equity Partners holds 503 million shares across funds, potentially valued above $70 billion. Luke Nosek, PayPal and Founders Fund co-founder and a SpaceX board member since 2008, is listed with a stake valued around $5 billion. The Financial Times reports Musk holds 5.1 billion vested shares, roughly 41% of total equity, implying value of about $700 billion under the referenced assumptions; it adds that a successful listing could put him on track to become the world's first trillionaire. The prospectus also discloses SpaceX held 18,712 BTC as of March 31, 2026. TradingKey, citing CoinGecko, places SpaceX as the 11th-largest institutional Bitcoin holder, ahead of Tesla and Coinbase, though far behind Strategy (MSTR) with more than 840,000 BTC. Lockups, underwriting and retail access IPO lockups are typically 180 days. The Financial Times reports Musk agreed to a 366-day lockup. Some major holders have similar restrictions, while others can sell after the standard 180 days. Goldman Sachs is listed as lead underwriter, beating out Morgan Stanley, JPMorgan Chase, Citigroup, Bank of America and UBS, according to the FT. The underwriting syndicate includes 23 Wall Street firms. Retail investors are expected to access an allocation through platforms including Charles Schwab, Fidelity's brokerage and Robinhood. Risk factors: concentrated control and related-party concerns The S-1 devotes 37 pages to risk disclosures, emphasizing governance concentration and potential conflicts. One cited example: SpaceX purchased $131 million of Tesla Cybertrucks last year at retail prices without discounts. The Financial Times estimates that equates to roughly 1,500 vehicles, raising questions about cash moving across Musk-controlled entities in the absence of independent oversight. With SpaceX also having acquired social platform X and AI lab xAI, the prospectus spans risks across multiple domains, from regulation to space-specific hazards such as solar and cosmic radiation, orbital debris, and the risk of injury or death. What comes next With the filing now public, attention turns to the roadshow and pricing: final share count and valuation, whether Starlink's cash flow can sustain the narrative, the pace at which AI losses narrow, and how investors respond to a governance structure designed to keep control concentrated. Fortune reports the debut could come as early as June and may mark the first of a wave of large AI-linked listings, with OpenAI and Anthropic also widely viewed as potential future issuers. Source attribution in the original material referenced Fortune, The Wall Street Journal and the Financial Times. The original text also included community links and a disclaimer stating the content reflects authors' opinions and is not investment advice.
BTC
BTC-1.38%
Wyświetl więcej