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6/27
04:40
Canopy, an AI-native blockchain development framework, has completed an $8.5 million seed round, with Fenbushi Capital and others participating in the funding round.
Svmuu News: Canopy, an AI-native blockchain development framework, has announced the completion of an $8.5 million seed round, with participation from Arrington Capital, Fenbushi Capital, Borderless Capital, and SNZ Capital, among others. The new funding will be used to support the launch of its mainnet, expand its engineering team, and continue to advance the development of AI-native tools and the developer experience, simplifying complex decentralized application development into readable code so that developers and AI programming assistants can quickly generate complete applications. (Crypto News)
04:33
A "smart money" investor bet $106,000 that France would win the World Cup
According to PPP’s prediction market monitoring, in Polymarket’s “2026 World Cup Winner” prediction event, the probability of winning is 48% Smart money (address: 0x84cfffc3f16dcc353094de30d4a45226eccd2f63) has purchased over $106,000 worth of positions betting that France will win the World Cup, with an average entry price of 18.5¢, with a current unrealized profit of approximately $14,909.
Early this morning, the highly anticipated match between France and Norway took place in the third round of Group I of the World Cup. France ultimately secured an easy 4–1 victory thanks to Dembélé’s first-half hat trick. Currently, France’s probability of winning the World Cup has risen to 22%, placing them in first place; followed by Argentina at 18%; Spain ranks third at 12%.
The Svmuu Seer channel continuously monitors prediction markets, spotting changes before prices are set.
04:03
The Hong Kong Crypto Asset Reporting Framework Bill has entered the deliberation stage
Svmuu News: Hong Kong Legislative Council member Jian Huimin revealed that the *Taxation (Amendment) (Automatic Exchange of Information) Bill 2026* was passed by the Legislative Council last week, and the Crypto-Asset Reporting Framework (CARF) Bill has entered the deliberation stage. Kan Wai-man stated that between 2018 and 2025, the Hong Kong government has recovered more than 100 million Hong Kong dollars in taxes and fines, and it is estimated that approximately 8,000 additional financial institutions will be required to register in the future. (Ming Pao)
03:59
Prominent Chinese Hedge Fund Manager Warns That Global AI Stocks Have Become a Mega Bubble
Svmuu News, June 27: Two prominent Chinese hedge fund managers have warned that global AI stocks have become a “super bubble” and are at risk of bursting.
Yang Dong, founder of Ningquan Asset, stated in the “2026 Mid-Year Investment Report” released on June 23 that global AI stocks have formed a “super bubble,” and the point of collapse may not be far off. Yang Dong said that a large number of popular A-share stocks are highly likely to lose 80% or even 90% or more of their value in the future.
Li Bei, founder of Shanghai Banxia Investment, stated in the monthly report “To Banxia Investors” released on June 21 that the conditions triggering the bursting of the AI bubble have already emerged. Citing Anthropic’s ARR (Annualized Revenue Run Rate) as an example, she noted that revenue growth at model companies at the very bottom of the supply chain has slowed significantly, and that by year-end, revenue is highly likely to fall significantly short of market expectations, making a downward revision in future capital expenditure projections a high probability event.
03:58
U.S. Secretary of State: The U.S. is currently preparing for Donald Trump a visit to India in early 2027
Svmuu News: U.S. Secretary of State Rubio stated that the U.S. is currently preparing for the U.S. President’s Donald Trump visit to India in early 2027.
03:14
A wallet linked to Vitalik transferred 7,000 ETH to a new wallet, worth $11.06 million
Svmuu News: According to Onchain Lens, after a one-year hiatus, a wallet associated with Vitalik (0xD04...fd7) transferred 7,000 ETH—worth $11.06 million—to a new wallet, likely to be deposited into a centralized exchange, similar to previous transactions.
Previously, this wallet had transferred 1,300 ETH, worth $3.19 million, which was subsequently deposited into Paxo. The wallet currently holds 20,001 ETH, worth $31.6 million.
03:04
Hong Kong Government: Regulated Stablecoins Expected to Launch in the Middle to Second Half of This Year
Svmuu News: The Hong Kong government announced that the Hong Kong Monetary Authority granted stablecoin issuer licenses to two institutions with banking backgrounds in April 2026. Based on the two institutions’ current business plans, the regulated stablecoins are expected to be officially launched between the middle and second half of this year.
The Hong Kong Monetary Authority has sent letters to market entities engaged in stablecoin issuance but not yet subject to regulation, clarifying the relevant legal requirements, and will continue to monitor compliance. If necessary, individual cases may be referred to the police or the Department of Justice for handling. In addition, the Hong Kong government will submit a new virtual asset regulatory bill to the Legislative Council this year to establish a more comprehensive regulatory framework for providers of virtual asset trading, custody, advisory, and management services.
03:00
Israeli Media: The Israeli military will reduce its troop presence in southern Lebanon and withdraw several combat brigades
Svmuu News: According to the Israeli Army Radio, the Israeli military will reduce its troop presence in southern Lebanon and withdraw several combat brigades. (Jin Shi)
02:46
Possibly influenced by Serenity's trading call, CBRS rose more than 7% in a short period.
Svmuu News: Serenity’s trading call drove a short-term surge in Cerebras. As of this writing, the stock is trading at $194.52 on MSX.COM, up more than 7% in the past hour. Meanwhile, the stock’s after-hours price (trading has now closed) was only $182.3.
02:40
Serenity: OpenAI will deploy its cutting-edge models on Cerebras chips and has taken its first position in Cerebras
Svmuu News: “The White-Haired Stock Guru” Serenity posted on X that OpenAI will deploy its cutting-edge model with 56 billion parameters on Cerebras chips, achieving an inference speed of 750 tokens per second.
Serenity said that after seeing this news, he initiated his first position in Cerebras in the $170 range, which is below the $185 IPO price. Serenity believes this validates Cerebras’ technical capabilities, but notes that Cerebras is overvalued compared to profitable companies like Jabil. However, given its partnership with OpenAI, Cerebras may command a valuation premium as long as OpenAI maintains its industry-leading position.
02:01
A newly created wallet deposited 630,000 USDC into HyperLiquid and opened a short position of 2.9 million XRP.
Svmuu News: According to Onchain Lens, a certain address created a new wallet, deposited 630,000 USDC into HyperLiquid, and opened a 10x leveraged short position of 2.9 million XRP.
01:56
ZachXBT: Funds from the attackers of Humanity Protocol and Kelp DAO appear to be converging
Svmuu News: ZachXBT posted that one hour ago, the stolen funds from the recent attacks on Humanity Protocol and Kelp DAO converged, indicating that the attackers behind these two incidents may be the same.
On April 18, 2026, approximately $292 million was stolen from Kelp DAO’s LayerZero bridge due to compromised infrastructure; the Lazarus Group has been accused of carrying out the attack. On June 9, 2026, approximately $32 million was stolen from the Humanity Protocol team’s address and deployer due to a compromised developer device.
This new evidence rules out the possibility of an insider attack.
01:47
Bitdeer sold 253.9 BTC this week, maintaining a zero position at Bitcoin
Svmuu News Bitcoin Mining company Bitdeer posted the latest data on its holdings at Bitcoin on X,For the week ending June 26, its Bitcoin mining output totaled 253.9 BTC, but it sold 253.9 BTC during the same period, resulting in a net increase of 0 BTC. It currently maintains a zero balance at Bitcoin.
01:32
Framework Ventures Raises $400 Million for Its Fourth Fund, Focusing on Blockchain, AI, and Robotics
Svmuu News: Framework Ventures announced the completion of a $400 million fundraising round for its fourth fund, FVIV, which will focus on frontier areas at the intersection of blockchain, AI, robotics, energy, and fintech.
01:31
Svmuu Noon News
1. 21Shares sold $1.8 million worth of HYPE in a single day, accounting for nearly 3% of its ETF assets under management;
2. The Bitcoin spot ETF saw total net outflows of $445 million yesterday, marking the seventh consecutive day of net outflows;
3. A whale that previously shorted $165 million in ZEC closed its position for a profit of $3.277 million and has since opened a new short position worth $70.76 million;
4. NBC: The Pentagon delayed announcing the attack on Iran until after the market closed;
5.Having previously profited $11.66 million from two ZEC trades, Garrett Jin has opened another 2x short position in ZEC;
6. Bitwise deposited and staked 1.775 million HYPE tokens, valued at $114 million, with Hyperliquid;
7. The DRAM ETF has added GigaDevice to its portfolio, with a weighting of 2.91%;
8. Apple is lobbying the government for approval to purchase memory chips from Changxin Memory;
9. SharpLink Gaming has accumulated 10,000 ETH over the past two days, bringing its total holdings to $1.4 billion;
10. As of June 25, monthly stock trading volume on the Robinhood platform has significantly broken historical records.
01:05
21Shares Sold $1.8 Million in HYPE in a Single Day, Accounting for Nearly 3% of Its ETF Assets Under Management
Svmuu News: According to Arkham, 21Shares sold HYPE for the first time, with the single-day sales amounting to $1.8 million, accounting for nearly 3% of its ETF assets under management.
00:53
With $691 million in outflows from spot ETFs and options expiration approaching, Bitcoins have fallen to $59,400
Svmuu News: The price of Bitcoin fell to around $59,400 today. On Thursday, the U.S. spot Bitcoin ETF saw net outflows of nearly $691 million, marking the largest single-day outflow since May 27.
Meanwhile, Friday will see the expiration of $10.6 billion in Bitcoin options. Over the past 24 hours, liquidations of leveraged cryptocurrency positions across the network exceeded $1.1 billion, with long positions accounting for $875 million of that total.Bitcoinis currently trading at approximately 53% below its all-time high of $126,080, set in October 2025,with the price fluctuating between $58,189 and $60,724 over the past 24 hours, and the total market capitalization falling to around $1.18 trillion. (Decrypt)
00:07
Ethereum Spot ETFs saw total net outflows of $12,848,000 yesterday, marking the seventh consecutive day of net outflows.
Svmuu News: According to SoSoValue data, the Ethereum spot ETF saw total net outflows of $12,848,000 yesterday (June 26, Eastern Time).
The Ethereum spot ETF with the largest single-day net outflow yesterday was the BlackRock (BlackRock) ETF (ETHA), with a net outflow of $12.848 million. ETHA’s total historical net inflows currently stand at $11.08 billion.
As of press time, the total net asset value of the Ethereum spot ETF stood at $83.79 billion, with the ETF’s net asset ratio (its market value as a percentage of the total market cap of Ethereum) reaching 4.42%. Its cumulative historical net inflows have reached $109.03 billion.
00:07
Bitcoin Spot ETFs saw total net outflows of $445 million yesterday, marking the seventh consecutive day of net outflows.
Svmuu News: According to SoSoValue data, the Bitcoin spot ETF saw total net outflows of $445 million yesterday (June 26, Eastern Time).
The Bitcoin spot ETF with the largest single-day net outflow yesterday was the BlackRock (BlackRock) ETF (IBIT), with a net outflow of $445 million. IBIT’s total historical net inflows currently stand at $60.766 billion.
As of press time, the total net asset value of Bitcoin spot ETFs stood at $72.818 billion, with the ETF net asset ratio (market capitalization as a percentage of the total market capitalization of the Bitcoin) reaching 6.08%; cumulative historical net inflows have reached $51.606 billion.
6/26
23:56
U.S. HYPE Spot ETF Records Total Net Inflows of $1.8161 Million in a Single Day
Svmuu News: According to data from SoSoValue, the HYPE spot ETF recorded total net inflows of $1.8161 million yesterday (June 26, Eastern Time).
Yesterday, only the Bitwise Hyperliquid ETF (BHYP) saw net inflows, with a single-day net inflow of $1.8161 million; its cumulative historical net inflows now total $115 million.
As of press time, the total net asset value of HYPE spot ETFs stood at $324 million, with a net asset ratio of 2.28%; cumulative historical net inflows have reached $294 million.
23:55
U.S. XRP spot ETF sees total net inflows of $15,632,000 in a single day
Svmuu News: According to data from SoSoValue, XRP spot ETFs saw total net inflows of $15.632 million yesterday (June 26, Eastern Time).
The XRP spot ETF with the highest net inflows yesterday was the Bitwise XRP ETF (XRP), which recorded $11,664,800 in net inflows for the day; its total historical net inflows now stand at $493 million.
Next was the Franklin XRP ETF (XRPZ), with a single-day net inflow of $3.9673 million; its total historical net inflow now stands at $410 million.
As of press time, the total net asset value of XRP spot ETFs stood at $934 million, with an XRP net asset ratio of 1.44%; cumulative historical net inflows have reached $1.47 billion.
23:52
After closing out a $165 million short position and realizing a profit of $3.277 million, the "whale" opened another $70.76 million short position.
Svmuu News: According to on-chain analyst Ai, a whale who had previously shorted $165 million closed the position for a profit of $3.277 million, then opened another short position worth $70.76 million that same night. Currently, the whale holds short positions of 912.93 BTC (worth $54.98 million) and 10,000 ETH (worth $15.83 million), opened at $59,137 and $1,532, respectively, resulting in an unrealized loss of $1.418 million.
23:40
NBC: The Pentagon Delayed Announcing the Strike on Iran Until After the Market Closed
Svmuu News: NBC reported that the Pentagon delayed the public announcement of the U.S. attack on Iran until after financial markets had closed.
According to the report, the timing of this move was intended to minimize the immediate impact on financial markets, including oil prices.
The report has sparked political debate, but there has been no official confirmation that the delay was intended to manipulate oil prices or the markets.
23:15
After making a profit of $11.66 million on his previous two ZEC trades, Garrett Jin opened another ZEC short position with a 2x leverage.
Svmuu News: According to Lookonchain’s monitoring, Garrett Jin (@GarrettBullish, 0x92e...50e9) has once again shorted ZEC, having just opened a 2x short position of 11,780 ZEC, worth $4.92 million. His previous two ZEC trades were both profitable, yielding a total profit of $11.66 million. He also holds a long position of 1,268 BTC, valued at $76.45 million, which is currently showing an unrealized loss of $20.09 million.
23:06
Blockworks Co-Founder: Dual-Class Equity Token Structures Are Unworkable; Issuers Must Choose Between Equity and Tokens
Svmuu News: Mippo, co-founder of Blockworks, posted on X stating that he no longer believes the dual-share token structure is viable. Mippo pointed out that successful cases of this structure are extremely rare and dwindling; his basic assessment is that such structures will continue to exist, but investors will demand increasingly higher discounts due to the uncertainty. Mippo asked why investors would choose a product that could be “rugged” at any moment due to countless edge cases and offers no legal protection.
Mippo believes that issuers currently face a choice: either make an immediate decision to choose between equity and tokens, or gradually lose value.
22:56
Bitwise deposited and staked 1.775 million HYPE tokens, worth $114 million, with Hyperliquid
Svmuu News: According to Lookonchain’s monitoring, 8 hours ago, Bitwise (0x1Ab...2e3) deposited 1.775 million HYPE tokens into Hyperliquid and staked them, with a value of $114 million.
22:32
The DRAM ETF has added GigaDevice to its portfolio, with a weighting of 2.91%.
Svmuu News: According to publicly available information, the Roundhill Memory ETF (DRAM) has added GigaDevice to its portfolio, with a weighting of 2.91%. Jukan, an analyst at Citrini Research, stated that GigaDevice is considered the parent company or an affiliated entity of Changxin Memory, a Chinese DRAM manufacturer. The Roundhill Memory ETF primarily focuses on the global memory chip supply chain, with core holdings including major global memory chip companies such as Samsung Electronics, Micron Technology, and SK hynix.
22:25
Apple is lobbying the government to obtain approval to purchase memory chips from Changxin Memory Technologies.
Svmuu News: Apple is lobbying the U.S. government Donald Trump to obtain approval to purchase memory chips from the Chinese chipmaker Changxin Memory Technologies. Due to a combination of factors driving up memory prices, Apple took the rare step of raising the prices of its MacBook and iPad models this Thursday, causing its market capitalization to plummet by $263 billion.Apple hopes to alleviate the financial pressure on its suppliers by adding Changxin Memory to its list of memory suppliers.
Changxin Memory and Yangtze Memory Technologies have already been placed on the U.S. Department of Defense’s blacklist of Chinese military enterprises (the 1260H list).The U.S. Department of Commerce had planned to add Changxin Memory to the Entity List last year, but the White House postponed the plan because trade negotiations with China were underway at the time. Currently, aside from Chinese companies, the global memory chip industry is primarily monopolized by three firms: U.S.-basedMicron, South Korea’s Samsung, and SK Hynix. (FT)
22:20
U.S. Senator Urges CFTC to Investigate Polymarket for Fraudulent Marketing
Svmuu News: On Thursday, Republican Senator John Curtis and Democratic Senator Adam Schiff sent a letter to Mike Selig, Chairman of the U.S. Commodity Futures Trading Commission, urging the agency to launch an investigation into the prediction market platform Polymarket. The letter noted that Polymarket is suspected of paying social media influencers to film fake betting videos and using deceptive marketing tactics to promote gambling products to U.S. audiences.
Previous reports indicated that Polymarket paid influencers to record fake trades on websites similar to its own, and that many creators failed to disclose that they were being paid. A review found that 70% of more than 1,100 videos contained fake bets totaling nearly $2 million. Additionally, according to sources familiar with the matter, the CFTC is conducting an ongoing and extensive investigation into Polymarket. The senators have requested that the CFTC chairman provide a written response to the relevant questions by July 10. (Cointelegraph)
22:00
SharpLink Gaming has purchased a total of 10,000 ETH over the past two days, with a total portfolio value of $1.4 billion.
Svmuu News: According to Onchain Lens, SharpLink Gaming purchased 5,000 ETH, worth $7.88 million. Over the past two days, this address has cumulatively purchased 10,000 ETH, worth $15.73 million. It currently holds 886,300 ETH, valued at $1.4 billion, with an unrealized loss exceeding $1.7 billion.

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