红豆加冰

Refuse to be Lao Deng, turning your computer into a 24-hour money printing machine
Recently, a tough guy in the crypto circle has become famous, with 40 servers lined up, looking like a mining farm, but in reality, there isn't a single mining machine—it's all lobster robots running quantitative arbitrage.
Sharp-eyed people uncovered the Polymarket account lit up on the screen: gabagool22. Data shows that this account has a total profit of $868,000, with 28,620 trades, almost exclusively betting on BTC's 15-minute price fluctuations, earning a stable monthly income of $140,000.
This is the 'lobster farming' that OpenClaw has brought to the forefront: transforming complex automated arbitrage into a robotic business that ordinary people can also set up.

2026.5.24

✅ Key News (CCTV + Xinhua)

On May 23, Eastern Time, Trump announced:

- Had a "very good" call with leaders from 8 countries including Saudi Arabia, UAE, Qatar, Pakistan, Turkey, and Egypt regarding the Iran issue, a peace memorandum of understanding is basically reached, pending final agreements from the US, Iran, and related countries.
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- Also had a "smooth" conversation with Israeli Prime Minister Netanyahu.
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- Key Breakthrough: The Strait of Hormuz will be open, details of the agreement to be announced soon.

📄 Protocol Highlights (Media Disclosure)

- Iran: Strait reopens, number of vessels returns to pre-war levels; in exchange for the US lifting maritime blockades, gradually easing sanctions, and unfreezing some assets.

Good evening, fellow traders, happy Saturday night.
In the past couple of days, the capital markets have been playing out two main narratives that are worth keeping an eye on.
First up, multiple central departments have joined forces to crack down on illegal cross-border trading channels. On May 22, the CSRC and seven other departments jointly issued a plan (Comprehensive Rectification of Illegal Cross-Border Securities, Futures, and Fund Operations) to fully phase out three major U.S.-listed brokers: Tiger Brokers, Futu Holdings, and Changqiao Securities. The plan mandates a two-year intensive cleanup to completely eliminate illegal cross-border operations by foreign entities, aiming to 'resolutely eradicate the illegal and prudently clear the existing stock.' Meanwhile, the CSRC has initiated investigations and issued pre-penalty notifications against the domestic and foreign entities related to these three companies, proposing to confiscate all illegal gains and impose severe penalties. Reports indicate that Futu and its responsible parties are set to be fined around 1.85 billion RMB, Tiger about 308 million, with a combined total exceeding 2.2 billion. This crackdown is being hailed as the most thorough and precise cleanup in the history of cross-border brokerages.

Went to bed laughing, woke up to nothing but loneliness and chill. Bitcoin $BTC barely managed to bounce to around $78,000, only to be smashed back down to $75,778 overnight. As of the morning of May 23, BTC is down 2.40% to $75,778, ETH is down 3.62% to $2,064, and the total market cap of altcoins is at $1.017 trillion, with a whopping $371 million in liquidations over the last 24 hours, where long liquidations accounted for 96.86%. The bulls have been almost 'targeted for liquidation'.
What's really suffocating isn't just the drop itself, but how the crypto market is becoming a 'megaphone' for macro variables—it's not speaking on its own, just faithfully relaying the stories of oil, inflation, and interest rates.

Only allowed to short, no buying, complete shutdown in 2 years.
On May 22, 2026, the Chinese capital market received a heavy regulatory signal.
The China Securities Regulatory Commission has legally investigated Tiger Brokers, Futu Securities, and ChangQiao Securities, issuing advance notices of administrative penalties, intending to confiscate all illegal gains from the three institutions and impose severe penalties. On the same day, with the approval of the State Council, the China Securities Regulatory Commission, in conjunction with eight departments including the Ministry of Industry and Information Technology, the Ministry of Public Security, the People's Bank of China, the Financial Regulatory Bureau, the National Cybersecurity Administration, and the State Administration of Foreign Exchange, jointly issued the Implementation Plan for Comprehensive Rectification of Illegal Cross-Border Securities, Futures, and Fund Operations, clearly stating that after two years of concentrated rectification, all illegal cross-border operations by foreign institutions will be completely eliminated.

On May 21, we welcomed the eighth solar term of the 24 solar terms - Grain Full. There's an ancient saying that when water is full, it overflows; when the moon is full, it wanes. Wheat ears may be plump but not fully ripe, leaving room for moderation is the best state. Life doesn't seek ultimate perfection; just the right amount of fullness is the essence of living.

This balanced and moderate philosophy reflects the ever-changing landscape of the global financial markets. Recently, the geopolitical situation in the Strait of Hormuz has seen a subtle shift, combined with the changing policies from the Fed. Crude oil, precious metals, U.S. chip stocks, and the crypto market have all experienced significant volatility, with a divergence in gains and losses that hides multiple layers of strategic plays.

As of May 20, 2026, Bitcoin (BTC) is hovering around $76,000, showing slight signs of a short-term rebound. However, this is by no means a trend reversal signal; it looks more like a trap set for the bulls. The longer it consolidates, the more downward momentum builds up. The overarching market trend remains bearish, and the bulls have little opportunity for a significant play. Any short-term rebound should be viewed as an escape window, not a chance to add to long positions.

1. Technical Analysis: Multi-timeframe bearish resonance, the downtrend cycle has just kicked off.

1. Weekly Level: Bearish dominance, rebound won’t change the major trend.

In May 2026, the global financial markets are at a critical turning point. On May 22, Eastern Time, Kevin Warsh will be sworn in as the Chair of the Federal Reserve, taking over from the outgoing Powell, becoming the 11th head of the modern Fed. This leadership transition is no simple power shift; it's a profound restructuring of global monetary policy logic. Even before the new chair settles in, the bond market is already making moves, and the script that Wall Street fears most—"inflation resurgence + rate hikes restarting"—is shifting from expectation to reality, leading to a systemic re-evaluation of the global asset pricing framework.

The biggest whale in the Bitcoin market is at a crossroads.
Recently, one of the most prestigious business media outlets globally (Forbes) unusually published a strong bearish article on MicroStrategy (now rebranded as Strategy), comparing it to a $60 billion 'block tower'—spectacular and captivating, but could collapse at any moment.
This 'block tower' is not without merit. As the largest bull in the global Bitcoin market, MicroStrategy's every move profoundly impacts the direction of the entire crypto market, and the height of this tower is exceeding everyone's expectations.

Pony Ma is candid about AI, saying 'the ship is leaking,' while CZ asserts that AI agents will reshape the rules of money.
In just two days, two public speeches showcased the stark contrast in fortunes.
On May 13, at Tencent's shareholder meeting, Pony Ma took less than five minutes to deliver an honest response, providing the most penetrating self-analysis Tencent has seen in nearly a decade: 'A year ago, we thought we were on board, but then we realized the ship is leaking. Now it feels like we've stepped on, but can't sit down. Still, we're hoping the ship can speed up a bit.'
Around the same time, across the ocean in Miami, Binance founder CZ took the stage at Consensus 2026, calmly throwing out a seemingly distant yet ongoing truth: cryptocurrency will become the native currency for AI agents.

The intertwining of macro, crypto, and individual stocks is pushing the market to a bizarre crossroads.
On May 12, 2026, a single inflation report from the US Bureau of Labor Statistics shattered Wall Street's last bit of hope. The April CPI year-over-year increase hit 3.8%, marking a three-year high since May 2023, while the core CPI annual rate of 2.8% also exceeded expectations. The negative spillover effects of the Iran war are rapidly seeping into the most sensitive nerves of the US economy.
The arrival of this 'bill' comes at a time when the market's nerves are at their most frayed—US stocks teetering at highs, Bitcoin battling it out around the $80K mark, and the US-China summit in Beijing just around the corner.

The US-Iran ceasefire agreement has been described by Trump as being in a 'life support' state, yet the S&P 500 simultaneously reached a historical high of 7400 points for the first time. This isn't two separate market stories, but one—today, all conventional pricing logic has failed.
1. '1% Chance of Survival'
On May 11, Trump stated to the media at the White House that the US-Iran ceasefire agreement, while still valid, is in a 'life support' state and extremely fragile. The core of the US proposal is that 'Iran must never possess nuclear weapons,' but Iran has not made this commitment.

Right now, the most talked-about showdown in the global tech and finance scene is between Berkshire and SoftBank, representing two totally different, even opposing, investment philosophies in this epic battle of AI capital expenditure. As the hype around AI spending keeps climbing, this showdown is hitting its peak and is full of 'brutality and bloodshed.'
Whether you look at the current situation or the future outcome, it's probably as a Wall Street article from May 2026 put it — (One of Berkshire or SoftBank is 'doomed').
1. An unprecedented AI 'gamble': record-breaking burn rates and a race against 'debt.'

A legendary exit often comes with suspense. This, in fact, is the biggest leverage the new leader has, and it's the ultimate trump card in a century-long game.
Last night, all eyes in the global investment world were on Omaha, a small town in the Midwest US.
On May 2nd, 2026, the Berkshire Hathaway shareholder meeting kicked off in Central Time. This year's meeting marks an unprecedented 'backstage' moment for the 95-year-old Warren Buffett. For the first time in over sixty years at the helm of Berkshire, he attended as an audience member rather than the main act on stage.

I recently finished reading CZ's autobiography (The Binance Life).
To be honest, I originally didn't plan to write this, after all, many people have been writing this book recently. But I found myself sitting on the sofa for almost ten minutes after turning the last page, with one thought running through my mind: how did this person manage to get through it?
Just think about it — from a teenager working at McDonald's to establishing the world's largest cryptocurrency exchange, and then voluntarily flying to the U.S. to plead guilty, serving four months in federal prison. Most of the initial draft of the book was written during those four months, using an old computer in prison, squeezing out just 15 minutes a day, waiting in line for an hour, and typing it out intermittently.

Whoever controls the Strait of Hormuz holds the lifeblood of the global economy; whoever endures five weeks of intense strikes has the confidence to say 'no' at the negotiating table.
At the negotiating table, tough words were exchanged, and on the battlefield, it has been a hard fight for over 40 days. This time, the United States has really 'been caught in a bind.'
On April 12, after more than 21 hours of marathon negotiations in Islamabad, Pakistan, the third round of high-level talks between the U.S. and Iran ultimately declared a rupture.
As the mediator, Pakistan has certainly given face, standing ready with the highest security level. The United States sent a 'dream team' led by Vice President Vance, while Iran was personally led by Speaker of the Parliament Qalibaf. But what was the outcome? They parted ways unhappily.