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6/10
08:37
Svmuu reported that John Wang, Head of Crypto Business at prediction market platform Kalshi, stated on X that it is widely believed Sam Bankman-Fried (SBF) was a "top-tier venture capitalist" who successfully invested in star projects like Anthropic and Cursor. However, Wang argued this narrative is inaccurate. The real "core figure" driving these investment strategies and early resource allocation was actually "AI stock guru" Leopold Aschenbrenner, not SBF himself.
Analysis suggests that this remark has sparked discussion within the crypto and venture capital circles, once again bringing the attribution of SBF's influence on early-stage investments in Silicon Valley and the crypto industry into the spotlight. It is reported that the AI fund Situational Awareness, founded by former OpenAI researcher Leopold Aschenbrenner, has grown to over $20 billion in scale, with quantitative giant Jane Street making a rare capital injection. Situational Awareness has achieved a year-to-date return rate of 270% and cumulative returns exceeding 1,000% since its inception. Equity bets on Anthropic have contributed the most successful returns, accounting for one-fifth of its assets. Beyond public markets, Situational Awareness also co-led an investment round in AI chip company MatX with Jane Street and participated in the latest funding round of AI cloud computing provider Fluidstack.
08:33
Svmuu reported that short-term interest rate futures show the market has reduced its bets on the Federal Reserve raising interest rates. US and Brent crude oil prices remain largely unchanged, at $89.76 per barrel and $91.85 per barrel respectively. Spot silver briefly surged over $1.5, reaching $64.90 per ounce. (Jin Shi)
08:31
Svmuu News: The U.S. core CPI (unadjusted) for May recorded an annual rate of 2.9%, in line with market expectations, reaching a new high since September 2025. Spot gold briefly surged by about $20 to $4,166.85 per ounce. (Jinshi)
08:30
According to Svmuu, the U.S. May seasonally adjusted CPI month-on-month rate stands at 0.5%, compared with an expected 0.50% and a previous reading of 0.60%. (Jin10)
08:30
Svmuu News: The sovereign wealth funds of Saudi Arabia and Kuwait have each placed orders ranging from $1 billion to $5 billion in SpaceX’s IPO, while the Qatar Investment Authority is also considering making a significant investment commitment to SpaceX. (Jin Shi)
08:30
Svmuu reported that, according to CME's "FedWatch": The probability of the Federal Reserve maintaining interest rates unchanged in June is 98.2%, while the probability of a cumulative 25-basis-point rate cut is 1.8%. For July, the probability of the Fed keeping rates unchanged is 85.8%, the probability of a cumulative 25-basis-point rate hike is 12.6%, and the probability of a cumulative 25-basis-point rate cut is 1.6%.
08:29
Svmuu reported that according to on-chain analyst Ai Yi's monitoring, the on-chain address 0x8af…efa05 currently holds the largest $XYZ100 (Nasdaq 100) position on HyperLiquid and the second largest S&P 500 position, with a cumulative position value of approximately $41.21 million and an unrealized profit of $4.018 million. Early this morning, the address took profits on some XYZ100 positions, gaining $374,000, and has not made any new moves since.
08:26
Svmuu News: ProShares, the world's largest issuer of leveraged and inverse ETFs, announced that it will launch a 2x Long ETF on June 12, the first day of SpaceX's (SPCX) IPO, tracking 2x (pre-fees) the daily returns of the stock. While directly listing a single-stock leveraged ETF on the IPO day is uncommon, it has become increasingly popular in recent years for high-profile tech and growth stock IPOs, reflecting significantly heightened demand for leveraged exposure to high-volatility new stocks among retail and short-term traders.
08:21
Svmuu reported that according to Lookonchain monitoring, a new wallet address 0xa2e8 has deposited 3 million USDC into HyperLiquid and opened a 20x leveraged long position on ETH.
Data shows that the address currently holds a long position of 36,826 ETH, with a position value of approximately $59.72 million. Based on the current position, its liquidation price is $1,571.30.
08:18
Svmuureports that economists Durie and Wong predict that the overall U.S. CPI data for May will be strong, but core inflation, which is more critical to the Federal Reserve's interest rate outlook, should remain moderate, with its month-on-month increase consistent with the 2% inflation target. Although supply shocks have pushed up prices for airfare, home appliances, and electronics, softening inflation in non-essential services indicates that consumers are cutting back on non-essential spending.
A moderate core inflation reading would alleviate market concerns about Fed rate hikes following the stronger-than-expected nonfarm payrolls data for May. The economists stated that they still expect the Federal Reserve to cut interest rates by 25 basis points in the fourth quarter of this year. (Jin Shi)
08:17
Svmuu: According to Fox News, US-Iran negotiations are ongoing, and Trump will continue to apply maximum pressure to reach a deal. (Jin Shi)
08:16
SvmuuNews: Amid Trump's increasingly aggressive statements on Iran, tensions are high today, though attention remains on the upcoming U.S. trading session. Trump stated that negotiations have been dragging on, he has run out of patience, and now Iran must “pay the price.” Consequently, he threatened to launch a new wave of strikes on Iran's infrastructure, while indirectly reaffirming that the naval blockade will continue.
Justin Low, an analyst at Investinglive, said that currently, the so-called “imminent deal” appears to be nothing more than “empty talk” again. An interesting detail from yesterday: Throughout this so-called “war” so far, Trump has claimed nearly 40 times that a deal was close at hand, or made similar statements. Yet, the outcome remains unchanged.
However, the analyst pointed out that what is more striking is the timing of his remarks today. Before this, he seemed content to play the role of the “boy who cried wolf,” so what exactly has changed? The analyst speculates whether Trump, possibly after seeing the upcoming U.S. CPI data, became dissatisfied with the potential market reaction. This is especially plausible following the market reaction to last Friday's red-hot U.S. employment data. The analyst believes this situation may have triggered Trump's anger. (Jin Shi)
08:05
According to CryptoRank data, the second quarter of 2026 is on track to be the worst quarter for the ICO/IDO market in the past five years. Data shows that only $58 million was raised through IEOs, ICOs, and IDOs this quarter, a decline of 85% quarter-over-quarter. The number of public sales dropped from 105 in the first quarter to 37, a decrease of 65%. Notably, only 13 token sales were completed in May, the lowest monthly figure since December 2020 (which had 4 sales).
In contrast, the first quarter of 2025 reached a cyclical peak, with 429 public sales raising nearly $849 million. Since then, momentum has continued to wane, with current fundraising amounts shrinking by more than 14 times from that peak. Analysts point out that investors are becoming more cautious, demand for new projects' public fundraising has significantly weakened, and token public sales are gradually losing their status as a mainstream fundraising vehicle.
08:05
Svmuu According to official news, Pharos today announced the official launch of the "PROS Never Sleeps: The Alpha Summer" event. This event consists of three major sections, designed to reward ecosystem users and developers from different dimensions. Among them, Pharos has launched the global "Create Like a PRO: Agent Carnival" event, with a total prize pool containing 150,000 PROS tokens. The event is divided into two phases, including a Builder Season for developers and an AI Carnival Season for users and creators. Additionally, the sports prediction-based "Score Like a PRO" activity will be launched soon. Subsequently, the "Grow Like a PRO" event, involving RealFi vaults and on-chain yield strategies, will also be rolled out.
08:04
Svmuu News Mastercard has announced the launch of a new payment protocol called Agent Pay for AI, designed to enable artificial intelligence agents to conveniently make micropayments to each other, such as for pay-per-use access to website data. Mastercard Chief Product Officer Jorn Lambert stated that the project will not be a major source of revenue in the short term, but is expected to become a new, scalable market within the next five years. He also predicted that AI chatbots will eventually play a significant role in e-commerce transactions and could give rise to a payment ecosystem between bots.
It is reported that the protocol records the permissions granted by humans to AI agents on the blockchain, ensuring agents operate according to instructions. Initially, Mastercard has chosen to store this permission information on the Ethereum-based Polygon network. Other companies involved in developing the protocol include fintech firm Adyen, crypto exchange Coinbase, and web hosting giant Cloudflare. (Fortune)
08:03
Svmuu reports that QCP analysis indicates the ongoing cross-asset sell-off continues, with the crypto market's movements highly correlated with global risk sentiment. When geopolitical tensions, interest rate and inflation expectations, and AI sector stock prices exert combined pressure, digital assets find it difficult to diverge into an independent trend. QCP predicts that before the CPI data and QCP earnings are released, the overall market condition will remain weak, highly susceptible to news fluctuations, and will continue to face de-risking pressure.
08:01
Svmuureports that U.S. President Donald Trump said on Fox News that he is close to ordering new strikes against Iran's infrastructure, including power plants and bridges, accusing Tehran of delaying negotiations and refusing to accept what Washington considers an already agreed-upon deal. Not long ago, Trump stated that Iran's military forces had been completely routed and warned its leaders that they had missed opportunities for diplomatic talks. He further described the country as "only talking, taking no action."
Analysts suggest these remarks come at a time when the U.S. and Iran, despite a ceasefire, are still conducting limited military strikes. Trump is growing increasingly frustrated with the negotiation process, believing Tehran is deliberately stalling an agreement. He has publicly stated that Iran rejected what he called a favorable deal and is now facing increasingly severe military consequences. Going forward, without an unexpected breakthrough or a dovish Federal Reserve, risk assets may continue to face pressure. (Jin Shi)
07:58
Svmuu reported that Citigroup expects if the Strait of Hormuz disruption continues into this summer, global gold buying demand could further contract, and gold prices may fall to $3,500 per ounce by September. Currently, Citigroup has lowered its three-month gold price target from $4,300 per ounce to $4,000 per ounce. (Jinshi)
07:57
Svmuureports that Thai police have arrested eight suspects in Bangkok for allegedly robbing a 35-year-old Chinese man of 196,000 baht during an offline cryptocurrency exchange. According to reports, on June 4, the victim went to a gas station cafe in the Bang Khun district of Bangkok to exchange Thai baht for cryptocurrency as previously agreed online. After receiving the cash, the suspects fled on motorcycles. A total of nine individuals were involved in the case, using six motorcycles to disperse in different directions, and one suspect remains at large. Police searches have seized the vehicles involved, wearable items, and 81,000 baht in cash. The eight arrested suspects have been charged with robbery, assisting in escape, and acting as a criminal group. The case has been transferred to the local police station for further investigation. (Thethaiger)
07:55
Svmuu News The shift of the most steadfast bulls often represents the most noteworthy signal in the market. Alex Altmann, Barclays' global head of equity strategy, who has repeatedly called for "holding stocks steady" during market volatility and accurately timed rebounds, has recently issued a rare cautious warning.
In his latest market analysis, Alex Altmann stated that due to multiple pressures from technical overbought conditions, excessive sentiment, and macroeconomic headwinds, he has turned bearish on the short-term outlook for U.S. stocks. He believes the U.S. stock market is currently in the "middle of a hill" of a structural correction, with the biggest concern being the significant disconnect between retail investor sentiment and macroeconomic reality. He drew a comparison to the speculative frenzy of 2021: during that year's market mania, real yields were negative, and cheap money flooded the market. In contrast, financing costs have now surged sharply, and real yields remain high, creating clear pressure on equity valuations.
However, the frenzy among retail investors has even surpassed that of 2021. Alex Altmann bluntly stated: "When the market cannot find a single institutional bear, the return curve for the S&P 500 has often already run its course."

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