defense

OpenAI announced a comprehensive expansion of its cybersecurity program Daybreak, aimed at leveraging artificial intelligence to accelerate the discovery and automatic remediation of software vulnerabilities. The core of this expansion is the full version dedicated model GPT-5.5-Cyber launched for trusted defenders. It is reported that this model has set the highest score records in multiple cybersecurity benchmark tests, surpassing GPT-5.5's 81.8% and competitor Mythos 5's 83.8%, significantly improving the accuracy of vulnerability scanning and patch generation. At the same time, the synchronously updated Codex Security plugin has been deeply integrated into the developer workflow, supporting fully automated codebase scanning, threat modeling, and patch generation.In terms of ecosystem development, OpenAI has launched an exclusive partner program, allowing compliant security service providers to integrate GPT-5.5 with specific permissions into their commercial products; and has initiated the "Patch the Planet" program in collaboration with organizations like Trail of Bits to assist over 30 foundational open-source projects such as Python and Go in implementing vulnerability fixes. In addition, OpenAI revealed that it is currently engaged in deep cooperation with governments and institutions from multiple countries, including the United States, the United Kingdom, France, and Japan, to jointly enhance the cybersecurity capabilities of global critical infrastructure.

CryptoQuant analyst Axel Adler Jr stated that Bitcoin is once again testing a low point of around $62,000, while the current 7-day net realized losses have reached approximately $7 billion, higher than the levels during the low point in February this year, but still below the peak loss of about $14 billion during the winter market panic.Currently, the Bitcoin price has clearly fallen below the cost basis of short-term holders (STH) at around $76,000. If it continues to decline, the main support left is the average realized price across the network at about $54,000, as well as the cost basis of long-term holders (LTH) at around $49,000. These two areas corresponded to the full capitulation phase and the formation of the cycle bottom in historical cycles.However, as long as Bitcoin remains above $54,000, the market will not enter a full capitulation phase; if it falls below and continues to operate below the market low point from February this year, it may further test the final defense line near $54,000 in this round.

According to The Block, Coinbase will launch several perpetual-style stock index futures contracts on June 8 through its CFTC-regulated derivatives platform. These contracts include the Tech100 (TEK), which tracks the top 100 companies on Nasdaq, as well as three thematic contracts corresponding to AI, defense (national security), and the Chinese market.Among them, the AI thematic contract is based on the AI10 index, with major components including Nvidia, Microsoft, Amazon, Alphabet, Meta, Oracle, Palantir, and others; the Chinese thematic contract (CHN) tracks 10 American Depositary Receipts (ADRs) of Chinese companies, with major components including Alibaba, Baidu, JD.com, and others.

American defense technology company Anduril announced the completion of a $5 billion Series H financing round, with a post-money valuation of $61 billion. This round was led by Thrive Capital and a16z.CEO Brian Schimpf stated in a letter to investors that the company's revenue is expected to reach $2.2 billion by 2025, with revenue and employee numbers nearly doubling over the past year. The company has delivered its first international project for the Royal Australian Navy and completed an autonomous flight demonstration in the U.S. Air Force's unmanned combat aircraft program.Anduril stated that it will focus on increasing investments in high-capacity manufacturing, AI and autonomous systems, the Lattice sensor and command control platform, as well as the Arsenal-1 factory and ArsenalOS production system, to address the transformation of defense demands in the context of "industrialized warfare" and great power competition.

Binance released its latest security report, addressing the current industry situation of rapidly spreading AI scams. The platform has deployed over 24 AI security programs and equipped more than 100 AI models to build an intelligent defense system against various types of cryptocurrency fraud.Statistics show that from early 2025 to the first quarter of 2026, Binance has protected over 5.4 million users and intercepted potential fund losses of $10.53 billion. In Q1 2026, the platform successfully intercepted 22.9 million scam and phishing attacks, protecting user funds amounting to $1.98 billion, with an average of over 9,600 real-time risk alerts pushed daily, and a total of 36,000 malicious on-chain addresses blacklisted.The report pointed out that deepfakes, voice cloning, and phishing bots have become mainstream scam tactics, with the overall scale of cryptocurrency fraud reaching $17 billion in 2025, a year-on-year increase of 30%. In terms of risk control, Binance's AI system handles 57% of fraud detection work, reducing the credit card fraud rate to 60%-70% of the industry average; it has upgraded AI anti-counterfeiting KYC reviews, with review efficiency improved by up to 100 times.The AI trading tool Binance Ai Pro uses an isolated account structure, only allowing trading permissions and prohibiting withdrawals, with the platform intercepting 12% of high-risk third-party AI plugins. Additionally, in 2025, Binance assisted in recovering $12.8 million in scammed funds, handled 48,000 cases, and collaborated with law enforcement to freeze $131 million in illegal assets.

The Pentagon has awarded a $500 million contract to Scale AI, supported by Meta Platforms, to help process data and assist decision-making, marking the latest move by the U.S. military to further rely on artificial intelligence.The amount of this agreement is five times the $100 million contract the company received in September 2025. Dan Tadross, head of Scale AI's public sector business, stated in an interview that the Pentagon had "pushed the original contract to its limits." Tadross said, "I think this contract overall demonstrates the department's urgent desire to adopt this technology." Additionally, the San Francisco-based company is also involved in the Defense Innovation Unit's (DIU) "Project Convergence" program (which aims to integrate artificial intelligence into military planning and operations) and Trump's "Golden Dome" homeland defense framework.

According to CCTV reports, on May 5 local time, U.S. Secretary of Defense Peter Hegseth stated that given the current administration's determination that the ceasefire between the U.S. and Iran is still in effect, President Trump does not need to seek congressional approval to continue military actions.Hegseth insisted that if Trump orders the resumption of military strikes, discussions on related matters will naturally take place at that time.

According to Cointelegraph, the Monetary Authority of Singapore (MAS) has urged banks to strengthen their cybersecurity defenses due to heightened regulatory concerns arising from the spread of the Mythos AI model under Anthropic in the Asia region.

U.S. Secretary of Defense Hagel said that the United States has achieved a decisive military victory in Iran, and Iran had begged for this ceasefire agreement. The U.S. launched 800 airstrikes on Tuesday night, destroying Iran's defense industrial base. Iran can no longer manufacture missiles, rockets, and drones.The ceasefire means that Iran will never have nuclear weapons. The U.S. military objectives in Iran have been achieved, and the ceasefire is merely a pause; the coalition is still ready to resume operations at any time. We hope Iran chooses lasting peace. All parties have reached a consensus that the Strait of Hormuz is now open. Iran will allow ships to pass, and warships "will transit" the Strait of Hormuz. The effectiveness of the ceasefire agreement will take some time.

According to Jinshi reports, U.S. Secretary of Defense Esper stated that President Trump is willing to reach an agreement.U.S. Secretary of Defense Esper stated that the coming days will be a decisive moment in the war with Iran, and Iran is powerless in this regard. A regime change has occurred in Iran. If Iran is wise, it will reach an agreement. If Iran does not reach an agreement, the war will continue with greater intensity.

According to CoinDesk, Anthropic has recently been revealed to be testing a new AI model called "Mythos," which is described as "bringing unprecedented cybersecurity risks." This has a direct impact on the cryptocurrency industry, as the enhancement of AI capabilities will further amplify its role in smart contract auditing, vulnerability discovery, and attack automation, potentially intensifying the offensive and defensive dynamics in DeFi.Recent events, including Ripple's launch of AI security upgrades, the Ethereum Foundation's layout for quantum-resistant security, and the Resolv stablecoin losing its peg due to contract vulnerabilities, all highlight the importance of security issues.It is reported that the Mythos model is currently only open for testing to early access customers, as it is costly and sensitive in capability, and is not yet ready for a full release.

According to the American media AXIOS, two U.S. officials and two informed sources revealed that the U.S. Department of Defense is developing a military plan to launch a "decisive strike" against Iran, which may include the use of ground troops and large-scale bombing operations.

The Israeli Defense Minister stated that Israel dropped 15,000 bombs on Iran, which is four times the total amount from the previous 12-day conflict.

BIT (formerly Matrixport) released a chart today stating that the spot price of Bitcoin has not yet fully reflected this change, but the options market has responded, with implied volatility significantly rising and demand for downside protection continuing to heat up. In the past week, the proportion of bearish buying in Bitcoin options trading reached 29%, while Ethereum was even higher at 37%, indicating a clear shift towards defensive positions.Behind this round of position adjustment is a deep concern among traders regarding geopolitical tensions: inflationary pressures may persist longer as a result, affecting not only oil prices but also spreading to a broader range of growth-sensitive assets. Therefore, continuously tracking changes in market positions remains crucial, especially in the options market.Compared to spot trading, options often reflect changes in the risk appetite of fast-money accounts and tactical funds earlier. Although overall trading volume remains relatively low, market participants have not relaxed their vigilance but are actively managing tail risks. However, it is worth noting that Bitcoin's performance is still outpacing other risk assets.

10x Research published an analysis on platform X indicating that Bitcoin has fallen below the key price level of $69,000, with a significant shift in market structure and notable signs of trader position adjustments.Futures traders have significantly closed long positions, and the funding rate has turned deeply negative. Meanwhile, option flows have clearly shifted towards downside protection, short-term volatility has risen back to mid-range, and skew remains negative, reflecting the market's ongoing demand for hedging against downside risks. 10x Research added that the current market is no longer trading around the expectation of breaking above $75,000; faster-reacting traders in the derivatives market have already adjusted their positions, and the overall market is preparing for uncertainty and potentially larger fluctuations.On a macro level, the market has begun to factor in interest rate hike expectations, while the Federal Reserve continues to signal rate cuts, a divergence that is difficult to sustain in the long term. If the oil price shock further evolves into a growth shock, risk assets may come under pressure. The key price range has entered a sensitive phase, and if it is breached, the downward trend may accelerate.

According to Jinshi Data, the South Korean Defense Minister stated that there are currently no plans to send the "Cheonghae Unit" destroyer to the Strait of Hormuz.

Israeli Defense Minister Katz: The IDF has been instructed to prepare for an expanded operation in Lebanon.

According to Jinshi, U.S. Secretary of Defense Hagel said that the United States will not end the war against Iran unless the enemy is defeated.