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6/4
20:02
Svmuu News: SlowMist's Yuxian posted on platform X, stating that search engine poisoning incidents involving fake Codex, Claude Code, and others have been occurring frequently recently. He noted that warnings have been issued multiple times before about Google search results and its own services like Google Sites being poisoned and exploited by black-hat and gray-hat actors, but Google has not taken action against these obvious poisoning methods.
20:01
According to Onchain Lens monitoring, a newly created wallet withdrew 170,000 HYPE from Coinbase 7 hours ago, valued at $10.9 million.
20:01
Svmuu reports: According to Arkham monitoring, trader pension-usdt.eth made over $3 million in profit by shorting $100 million worth of BTC, and then went all-in shorting ETH, with the trade currently bringing in $5.8 million in profit. Since the market decline began earlier this month, their account has accumulated total profits of $14 million.
19:04
Svmuu reported that Bitcoin News posted on X platform, stating that Bloomberg's Eric Balchunas noted that Bitcoin needs to reshape its communication narrative, reducing expressions like "baby boomers will come to buy in" and focusing more on emphasizing that Bitcoin is the best tool for hedging against fiat currency devaluation.
19:02
Svmuu News, local time on the 4th, Ukrainian President Volodymyr Zelenskyy sent an open letter to Russian President Vladimir Putin, proposing a direct meeting between the two leaders "to bring an end to the conflict through a fair and dignified path, and to build an effective and practical security guarantee mechanism." The open letter stated that Ukraine has no intention of prolonging the conflict and has proactively proposed a ceasefire negotiation plan. Regarding the meeting and negotiation process, Ukraine proposed that direct consultations between Ukraine and Russia take place first, followed by the involvement of related parties such as the United States and Europe, to provide support for the subsequent establishment of a security guarantee system. In the letter, Zelenskyy stated that Ukraine is prepared for negotiations, willing to implement a comprehensive ceasefire during the negotiation process, and to conduct prisoner exchanges with Russia based on the principle of "all for all," fully cooperating to advance peace negotiations. Dmitry Peskov, the press secretary of the Russian President, responded that Putin has not yet read Zelenskyy's open letter. (Jinshi)
19:01
Svmuu News: On the 4th, US President Trump told the media at an event at the White House that it would be "very good" if Russian President Putin and Ukrainian President Zelenskyy could meet. When asked about Zelenskyy's open letter to Putin that same day proposing a meeting in a third country, Trump said he was pleased to see that the leaders of the two countries seemed to be discussing a meeting, stating that "this is largely due to our efforts." "If they can meet face-to-face, that would be a very good thing. They really should finalize this." Trump also said that to end the Russia-Ukraine conflict, both sides will have to make compromises, "just as I suggested." However, he declined to disclose further details. (Xinhua News Agency)
19:01
Svmuu has learned that Anthropic is calling on major AI labs to consider slowing down their development pace, stating that AI systems are evolving at an extremely rapid rate and may soon be able to achieve self-improvement without human intervention. This capability could pose significant social risks. Internal data disclosed by Anthropic indicates that the performance of its most advanced models is rapidly improving, and the progress of AI models appears to be moving toward "recursive self-improvement," where AI systems can autonomously optimize themselves without human intervention. Anthropic stated that it would be beneficial for the world if there were a global choice to slow down or temporarily halt frontier AI development, allowing social structures and related research to keep pace with technological advancements. Anthropic proposed reaching a global agreement to specify how to slow the pace of AI development and establish mechanisms to verify whether competitors are complying with the agreement.
19:00
Svmuu reported that Russian President Vladimir Putin, during a meeting with heads of major global news agencies in St. Petersburg on the 4th, stated that Russia agrees to make compromises on the Ukraine issue, but needs to persuade Ukraine to believe this. Putin said that Russia has no objection to Ukraine joining the European Union, but opposes the EU becoming a military alliance. The EU can play a positive role in resolving the Ukraine issue, but the approach should be to convince Ukraine to accept a compromise plan rather than providing weapons to Ukraine. Putin stated that Russia hopes to sign documents with Ukraine's "legitimate representatives," and the agreement reached between Russia and Ukraine will be a document of historic significance. He noted that holding a presidential election in Ukraine is very important. (Xinhua News Agency)
18:57
According to Svmuu, sources familiar with the matter revealed that SpaceX (SPCX.O) has informed the banks handling its $75 billion IPO that the company has set the offering price at $135 per share. This price was disclosed in its revised IPO filing on Wednesday. This decision indicates that Elon Musk is determined to orchestrate the largest IPO in history on his own terms, breaking with Wall Street traditions. However, insiders emphasized that the decision could still change before formal trading begins. SpaceX launched its IPO roadshow on Thursday. During the roadshow, the issuer and its underwriting banks typically gather investor feedback and then hold a meeting the day before the stock officially begins trading to finalize the IPO price. Three sources described the demand for SpaceX's stock as "extremely voracious." SpaceX is expected to officially list and begin trading on June 12. (Jin Shi)
18:56
Svmuu reports that Chainalysis has released a report stating that as demand for gray market peptide products (such as weight loss drugs like semaglutide) grows rapidly, related suppliers and buyers are increasingly using cryptocurrencies for transactions, with leading suppliers primarily relying on Bitcoin and stablecoins.
The report shows that crypto funds flowing into this sector reached $32 million in the first quarter of 2026, a 159% increase from $12 million in the previous quarter, with the annualized scale already exceeding $100 million.
Chainalysis points out that demand for peptide products is driven by trends in medical aesthetics, health and wellness, and the popularity of GLP-1 drugs. However, since these products often involve prescription-grade compounds or unregulated substances, traditional banks and credit card processors typically restrict their transactions, prompting the market to shift towards crypto payments.
The agency also noted that some leading suppliers have adopted more professional on-chain fund management methods. Particularly among suppliers with average single deposits exceeding $1,000, the proportion of stablecoins has significantly increased, likely to mitigate the risk of large supply chain orders being affected by crypto market volatility.
18:53
Svmuu reports that Plume has partnered with Ethereum liquid staking protocol ether.fi to launch a new RWA yield vault, offering ether.fi users access to tokenized real-world asset yield opportunities.
Plume stated that ether.fi has exclusively allocated $100 million to this vault, sourced from its liquidity provider base and managed capital within existing yield products such as liquid ETH, liquid USD, and liquid BTC. A representative from ether.fi noted that there is strong market demand for yield products with institutional-grade risk control and lower DeFi exposure.
The vault will be directly integrated into the ether.fi application, allowing users to access institutional-grade RWA yields—previously available mostly to specific investors—through a familiar interface. Plume noted that as DeFi volatility and security risks increase, users are turning to more stable on-chain yield sources. (The Block)
18:51
Svmuu reports that White House Chief Crypto Advisor Patrick Witt stated that the U.S. crypto market structure bill, the Clarity Act, is a "pro-regulation, pro-enforcement" piece of legislation, pushing back against criticism from some enforcement agencies that it is insufficient to prevent financial crimes.
With the midterm elections approaching, the window for Congress to pass the bill is narrowing. Senator Cynthia Lummis warned that if progress cannot be made this year, the bill may not be seriously considered again until after 2030.
Currently, the Clarity Act still faces multiple controversies, including arrangements for stablecoin yield, conflicts of interest related to Trump-affiliated crypto businesses, and whether anti-money laundering standards are stringent enough. The latest version also incorporates the Blockchain Regulatory Certainty Act (BRCA), pushed by DeFi advocates, which aims to clarify that non-custodial developers should not be considered money transmitters.
However, some law enforcement groups and lawmakers worry that the BRCA and certain provisions of the bill could weaken the ability to trace illicit funds and recover victim assets. Witt countered that lawmakers have already responded to these concerns ahead of the Senate Banking Committee vote by adding new provisions to strengthen the regulatory and enforcement framework. (The Block)
13:40
Svmuu reports that OKX market data shows BTC has fallen below 63,000 USDT, currently trading at 62,985.7 USDT, with a 24-hour decline of 4.83%.
12:42
Zach Pandl, Head of Research at Grayscale Research, stated that the market experienced a new wave of volatility following Strategy's disclosure on June 1st of selling 32 Bitcoin. Although the sale is negligible compared to its holdings of approximately 840,000 Bitcoin (worth about $55 billion), this rare reduction move still impacted market sentiment.
Pandl pointed out that the more noteworthy development is the performance of Strategy’s Variable Rate Preferred Stock STRC (Stretch). The product has a design target price of around $100 and currently offers a dividend yield of 11.5%. When the stock price falls below $100, it indicates that investors are demanding a higher rate of return, which may force the company to increase dividend levels. This would increase future cash flow pressure and potentially compel it to sell more Bitcoin for fundraising, further weighing on BTC prices. Strategy's leveraged Bitcoin reserve model is facing challenges. At current STRC and MSTR share price levels, the company's ability to continue large-scale Bitcoin accumulation may be constrained.
However, Pandl noted that in the long term, the migration of Bitcoin holdings from highly leveraged digital asset reserve companies to more diversified corporate balance sheets will help enhance market resilience and improve Bitcoin's long-term value support. He expects Bitcoin to resume its upward trend in the coming months, but its near-term performance may lag behind crypto asset sectors that benefit more directly from regulatory clarity.
12:16
Svmuu reported that Anthropic posted on X, stating that AI research consists of a series of "next-step" decisions. They selected research sessions where human researchers took a wrong direction, showed Claude the session content up to that point, and asked it to determine the next step. The results showed that Mythos Preview outperformed humans in 64% of cases, up from 22% in 2024.
12:12
Svmuu reported that OpenAI announced improvements to memory synthesis in ChatGPT to optimize freshness, continuity, and relevance. The update is being rolled out to Plus and Pro users in the United States today, and will be extended to other countries as well as free and Go users in the coming weeks. (Jin10)
12:07
Svmuu reported that SpaceX is progressing with its IPO and seeking a valuation of approximately $1.78 trillion. If realized, it would become the world's seventh-largest company by market cap. However, the mid-to-long-term business path justifying this valuation remains unclear.
Furthermore, SpaceX's core narrative is shifting. In February of this year, Musk integrated SpaceX with xAI, making artificial intelligence a key component of the company's strategy. Compared to the original core vision of "making humanity a multi-planetary species," AI now occupies a more prominent position in the company's narrative. In the first quarter, xAI-related business reportedly accounted for over three-quarters of capital expenditures, while approximately 93% of the total addressable market mentioned in the IPO filing is also related to AI.
Musk has long been adept at restructuring business narratives to align with market preferences, as seen in previous cases like integrating SolarCity into Tesla and merging Twitter with the xAI ecosystem. SpaceX's new narrative combines rocket launches with AI, envisioning the deployment of AI data centers in orbit to build future computing infrastructure. However, SpaceX launched approximately 2,200 tons of payload into orbit last year, while Musk has suggested that realizing the orbital data center vision would require an annual launch capacity of about 1 million tons. Although Starlink and the rocket business already hold industry-leading positions, genuine cash flow will ultimately be needed to validate this massive valuation hypothesis. (Financial Times)
12:04
Svmuu News: According to market sources this evening, a recent report by SemiAnalysis stated that "NVIDIA's next-generation AI server cluster, Rubin NVL72, has made significant adjustments to its memory configuration. To address supply chain constraints and ensure timely delivery of the Rubin racks, the memory capacity per rack has been drastically reduced from the original plan of 55TB to 28TB, a cut of approximately 50%. This involves using a scaled-down 96GB SOCAMM memory module instead of the previously planned 192GB high-end module." Following this news, memory-related stocks including Micron and SK Hynix came under pressure and declined.
In response, SemiAnalysis founder, CEO, and Chief Analyst Dylan Patel (@dylan522p) stated, "I love it when people share what we say while missing most of the content in the note. Our original report did not use this clickbait-style headline."
11:54
Svmuu reported that Nova Markets has announced the completion of a new funding round, with participation from Wintermute Ventures, Robot Ventures, Big Brain VC, Cumberland, GSR, Greenfield Capital, Hash3, Bodhi Ventures, Kairos Research, and others. The project primarily focuses on on-chain capital and prediction market infrastructure, and the funds will be used to migrate more perpetual contracts and prediction markets on-chain.
11:53
Svmuu reported that "new stock god" Serenity posted on X platform, stating that its number of X platform subscribers exceeded 47,000, surpassing Musk to claim the top spot. Serenity is a highly influential veteran trader on the WallStreetBets (WSB) subreddit. All core research findings are consistently made public for free, with the research framework focused on the key supporting links within the NVIDIA AI chip supply chain. By thoroughly analyzing the indispensable "screw" type components in the chip manufacturing and packaging process, Serenity precisely identifies critical bottleneck points (Chokepoints) in the supply chain, and accordingly uncovers upstream targets with scarcity and pricing power for strategic positioning.

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