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According to Jinshi reports, NVIDIA CEO Jensen Huang stated that the memory shortage will last for several years and he will meet with the Vice Chairman of Samsung tomorrow.Additionally, according to the South Korean private news agency NEWSIS, Jensen Huang and SK Group Chairman Chey Tae-won will announce a cooperation plan on Monday.

Recently, the semiconductor and memory chip sectors of the US stock market have continued to strengthen, with significant increases in trading activity for related assets. According to Gate market data, Micron Technology (MU) reached a 24-hour high of $951.26, currently reported at $936.77, with a 24-hour increase of 2.76%; SanDisk (SNDK) reached a 24-hour high of $1693.83, currently reported at $1654.41, with a 24-hour increase of 5.94%.According to CoinGlass data, the 24-hour contract trading volume for MU (Micron Technology) on the Gate platform reached $15.1529 million, while SNDK (SanDisk) reached $11.2302 million, both ranking among the top in the industry, with related trading activity continuing to rise.As global demand for traditional asset allocations like US stocks continues to grow, Gate is continuously bridging cryptocurrency and traditional financial trading scenarios through a unified account system. Users can conveniently participate in trading global mainstream assets such as stocks, metals, foreign exchange, indices, and commodities through a single USDT account, further enhancing cross-market trading efficiency and capital utilization flexibility.Gate has launched over 130 US stock-related perpetual contract targets, as well as over 430 CFD contract targets, and is continuously expanding its diverse product lines including spot tokens, perpetual contracts, and on-chain assets, supporting 24/7 trading to provide users with a more flexible and efficient one-stop global asset trading experience.

According to Jin Shi reports, Tim Miller, the current host of the blog "The Bulwark Podcast," shared on social media the preliminary informal document content of the U.S.-Iran memorandum of understanding published by Iranian state television.Subsequently, the official White House account "Rapid Response 47" retweeted Miller's post, stating that he "has contracted an extremely severe case of 'Trump Derangement Syndrome,' to the extent that his 'pea-sized' brain has been distorted, and he has begun to treat reports from Iranian state media as facts, even spreading false information on their behalf. Perhaps Tim should register as a foreign government agent under the Foreign Agents Registration Act (FARA)."

According to reports from the Islamic Republic of Iran Broadcasting on the 26th, some foreign media have claimed that Iran and the United States have reached a 14-point memorandum of understanding, which is "completely fabricated and unfounded."The report stated that some media claimed hours earlier to have obtained the final draft of the Iran-U.S. memorandum of understanding, which involves issues such as opening the Strait of Hormuz, initiating negotiations on nuclear issues, and unfreezing Iran's frozen funds, but these claims are all untrue.

Nomura published a report indicating that AI-driven demand is growing exponentially, while memory supply is limited, suggesting that memory stocks are set for a valuation reassessment. The firm significantly raised the target prices for Samsung Electronics and SK Hynix, with Samsung's target price soaring from 340,000 KRW to 590,000 KRW, and SK Hynix's target price rising from 2,340,000 KRW to 4,000,000 KRW, both rated as "Buy." Nomura stated that as AI semiconductor demand shifts from training to inference workloads, memory demand is entering a period of exponential expansion.In contrast, the firm believes that industry supply growth during the same period may still be constrained to about 5 to 6 times (with a compound annual growth rate of about 30%), raising serious questions about whether the structural supply-demand imbalance can truly be resolved. The firm mentioned that currently, the industry is attempting to narrow this widening supply-demand gap through various software and architectural optimizations, but Nomura believes these solutions can only slow the growth rate rather than reverse the trend.

The GoPlus Security team has disclosed a new type of attack in its AgentGuard AI project: inducing AI agents to perform unauthorized sensitive operations through "memory poisoning." This attack method does not rely on traditional vulnerabilities or malicious code but exploits the long-term memory mechanism of AI agents. For example, an attacker first induces the agent to "remember preferences," such as "usually prioritizing proactive refunds instead of waiting for chargebacks," and then uses vague expressions like "process as usual" or "execute as before" in subsequent instructions, thereby triggering automated financial operations.GoPlus points out that the key risk in such cases lies in the AI agent mistakenly treating "historical preferences" as a basis for authorization, leading to financial losses or security incidents in operations such as refunds, transfers, and configuration changes. To address this issue, the team has proposed several protective recommendations, including:Operations involving refunds, transfers, deletions, or sensitive configurations must require explicit confirmation in the current session.Memory-related instructions like "habit," "usual way," and "as before" should be regarded as high-risk state changes.Long-term memory must have a traceability mechanism (writer, time, confirmation status).Vague instructions should automatically elevate the risk level and trigger secondary verification.Long-term memory must not replace real-time authorization processes.The team emphasizes that the "AI agent memory system" should be viewed as a potential attack surface and should be constrained and audited through a dedicated security framework.

Aptos announced that after the governance vote passes, it will become the first Layer 1 public chain to provide a native encrypted mempool. This feature achieves complete confidentiality of transaction intentions, does not affect transaction speed, and aligns the trust assumptions with the network itself, aiming to protect users from frontrunning at the protocol level.

According to OnchainLens monitoring, the whale "0x3Ed" added an investment of 2.668 million USDC to Hyperliquid and opened positions in EWY (iShares MSCI Korea ETF) and DRAM (memory ETF) with 20x leverage.This whale currently still holds long positions in MU (Micron Technology) and SNDK (SanDisk) with a total value of 12 million dollars, realizing an unrealized profit of 848,000 dollars.

According to a report by Axios, two U.S. officials and informed sources revealed that the White House believes it is close to reaching an agreement with Iran on a one-page memorandum of understanding to end the war and establish a framework for subsequent, more detailed nuclear negotiations. The U.S. expects to receive Iran's response on several key issues within the next 48 hours.Sources say this is the closest the two sides have come to an agreement since the outbreak of the war. According to part of the agreement, Iran will commit to suspending uranium enrichment activities, while the U.S. agrees to lift sanctions against Iran and release billions of dollars of frozen Iranian funds. Both sides will also lift restrictions on passage through the Strait of Hormuz.This one-page memorandum, consisting of 14 clauses, is being jointly negotiated by Trump envoy Wittekov and Kushner with several Iranian officials through both direct contact and mediation. According to the current version, the memorandum will declare the end of regional warfare and initiate a 30-day negotiation period to reach a detailed agreement, which includes opening the strait, limiting Iran's nuclear program, and lifting U.S. sanctions. These negotiations may take place in Islamabad or Geneva. A U.S. official stated that during this 30-day period, Iran's restrictions on strait shipping and the U.S. Navy's blockade will be gradually lifted. If negotiations break down, U.S. forces will be able to restore the blockade or take military action again.

The Jito Foundation has signed a memorandum of cooperation with the Korean digital asset custodian KODA to explore providing institutional custody and staking support for JitoSOL in the Korean market.According to a Monday announcement, the agreement covers the promotion of institutional investors and the development of compliant custody and staking pathways. This move comes as the Korean Financial Services Commission is expected to finalize the digital asset regulatory framework later this year. In February, the Jito Foundation began exploring the launch of the JitoSOL ETF in Korea with Hanwha Asset Management, but it is still pending regulatory approval. KODA is supported by investors such as KB Kookmin Bank and holds a VASP license and ISMS certification, providing custody infrastructure such as cold storage and MPC key management.

According to News1, the stablecoin issuer Circle has partnered with Dunamu, the operator of South Korea's largest virtual asset trading platform Upbit, to collaborate in the field of stablecoins and other digital assets.Dunamu stated that it has signed a comprehensive memorandum of understanding (MOU) with Circle and is discussing cooperation plans in the digital asset sector, including stablecoins, such as jointly promoting educational projects. This initiative aims to enhance market participants' access to information, thereby increasing the trustworthiness of South Korea's digital asset ecosystem.In particular, Dunamu plans to promote "healthy innovation" in the South Korean digital asset market through collaboration with Circle, which has consistently complied with U.S. regulations and continues to expand its business.

Tencent Cloud officially released the "Lobster" memory service ------ TencentDB Agent Memory, adding a layer of long-term memory capability to OpenClaw. Currently, Agent Memory is seamlessly integrated into Tencent Cloud Lighthouse, ClawPro, and other products in the form of a plugin, supporting free one-click activation.

According to CoinDesk, President Trump has removed Attorney General Pam Bondi from her position and appointed his former personal lawyer, current Deputy Attorney General Todd Blanche, as acting Attorney General. Blanche previously represented Trump in handling criminal cases in New York, and after taking office as Deputy Attorney General, he ordered the dissolution of the Justice Department's national cryptocurrency enforcement team and signed a memorandum instructing prosecutors not to pursue regulatory violation cases in the cryptocurrency industry.According to disclosed documents, Blanche held various cryptocurrencies valued between approximately $159,000 and $485,000 when he signed the enforcement memorandum, including Bitcoin, Solana, Cardano, Ethereum, Polygon, Polkadot, Quant, and Coinbase stock, violating ethical rules and his prior commitment to divest assets before handling cryptocurrency-related matters.

Polygon announced the launch of the Private Mempool, a private transaction submission entry that protects each transaction from front-running and sandwich attacks.Simply replace the RPC address with the corresponding private entry to use this feature, with no additional operations required.

According to Jinshi reports, U.S. memory stocks generally fell, with Micron Technology down 5.28%, SanDisk down 2.7%, and Seagate down 4.4%.

AI visual memory startup Memories.ai announced a partnership with NVIDIA to build a visual memory infrastructure for wearable devices and robots using NVIDIA's Cosmos-Reason 2 visual language model and Metropolis video search platform.The company was co-founded by former Meta Ray-Ban glasses AI team members Shawn Shen and Ben Zhou in 2024 and has completed $16 million in funding, led by Susa Ventures, with participation from Seedcamp, Fusion Fund, and Crane Venture Partners. The company launched its Large Visual Memory Model (LVMM) in July 2025 and has partnered with Qualcomm, planning to run the model on Qualcomm processors later this year.

According to Theblock, Hana Financial Group and SC Group have signed a memorandum of understanding to engage in in-depth cooperation in the global financial business and digital asset sectors. The two institutions will strengthen their collaboration in global financial areas such as investment banking (IB), capital markets, and foreign exchange. At the same time, both parties plan to jointly explore growth opportunities in future financial fields such as digital assets.Hana Financial Group Chairman Ham Young-joo stated that both sides will leverage their respective global networks and financial expertise to enhance global competitiveness through synergies in areas such as digital assets. SC Group CEO Bill Winters remarked that South Korea is a core hub of the Asian financial market, and this cooperation is an important milestone for its global network business.