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Golden Finance May 11｜Wall Street veteran and founder of investment advisory firm Yardeni Research, Ed Yardeni, has consistently advocated that the US stock market will once again see the “Roaring Twenties.” With recent earnings driving a surge in the stock market, he is even more optimistic about this year’s market outlook. On Sunday, this market expert raised his year-end target for the S&P 500 from 7,700 points to 8,250 points, making him the most bullish among Wall Street’s top forecasters. Based on last Friday’s closing price, this target suggests the index could rise another 11.5%. So far this year, the S&P 500 has risen nearly 8% in total.

ChainCatcher news, according to BBX data, last week marked the end of the earnings season for crypto-related stocks, with institutional-grade derivatives product lines expanding simultaneously. Key developments include: CME Group Inc. (NASDAQ: $CME) According to CoinDesk on May 7, plans to officially launch Bitcoin Volatility Futures (BVOL) on June 1, 2026, pending regulatory approval. The underlying of this product is the Bitcoin Implied Volatility Index, allowing institutional investors to go long or short purely on volatility itself without the need to predict the direction of BTC prices, filling the gap for a “pure volatility tool” in the current Bitcoin derivatives market. For corporate treasury managers (such as strategy companies) needing to hedge Bitcoin holding volatility and for crypto options market makers, BVOL offers the most direct standardized hedging tool to date. Circle Internet Group, Inc. (NYSE: $CRCL) Q1 2026 earnings were released today (May 11) via official online livestream at 8:00 AM (ET); current analyst consensus estimates revenue at approximately $715 million (Zacks: $717.1 million, S&P Global: $714.9 million, year-over-year roughly +11%, quarter-over-quarter about -7%), with adjusted EPS estimated at $0.15—$0.27. Last quarter (Q4 2025), reserve interest income was $733 million (year-over-year +69%), and the average market capitalization of USDC was about $76.2 billion. As of May 6, the USDC circulation was approximately $78.1 billion. Integration with Meta and Visa’s stablecoin infrastructure, as well as the policy outlook for the CLARITY Act markup in May, are the most closely watched valuation catalysts by the market this quarter.

Glonghui May 11｜According to Jiemian, Google's parent company Alphabet plans to issue yen-denominated bonds for the first time, which may further provide funding support for artificial intelligence-related investments. The report states that Alphabet is further expanding its financing sources, having previously raised its estimated capital expenditure for this year from $185 billion to as much as $190 billion. This tech giant is expected to surpass NVIDIA and become the world's largest company by market capitalization.