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6/12
04:24
Svmuu reported that according to Gate data, international oil prices experienced a short-term plunge. WTI crude oil futures fell 4.03% to $83.348 per barrel; Brent crude oil futures fell 4.11% to $84.773 per barrel.
04:21
Svmuu reports that according to MSX.COM data, SpaceX is set to go public, leading to a sharp increase in US aerospace stocks pre-market. Intuitive Machines rose 3.6%, Planet Labs gained 3.8%, Rocket Lab climbed 7.5%, and Satellogic increased by 5.5%.
04:19
Svmuu News: According to market sources, the memorandum of understanding between the United States and Iran stipulates the reopening of the Strait of Hormuz within 30 days. (Jin Shi)
04:12
Svmuu reports, "On-chain detective" ZachXBT stated on his personal channel that on June 11, a TRON address (TA6YHqB2xh5HhfmC7WoLQaWmqq7Vv4zCoQ) received approximately $120.2 million in Tether (USDT). Subsequently, it began transferring over $12 million USDT to KuCoin deposit addresses and moving about $8 million in funds to multiple instant exchange platforms.
ZachXBT indicated that the entity then created Monero (XMR) orders, causing the XMR price to surge from about $330 to $420 within a short period. Additionally, over $8 million in funds from this address were bridged cross-chain from the TRON network to Bitcoin and Ethereum networks via NEAR Intents.
ZachXBT noted that a few minutes ago, Tether blacklisted an address (TBzrPEsStbZAUx2SBhD4oHz8UW3FX9Ak9W) directly linked to the aforementioned address, involving approximately 72 million USDT. The flow of related funds and the background of the addresses have yet to be further confirmed.
04:06
Svmuu reports, citing Iran's Mehr News Agency: The memorandum of understanding between Iran and the US includes a US commitment to lift sanctions, withdraw troops from around Iran, and end the maritime blockade. It also includes the reopening of the Strait of Hormuz, the removal of oil sanctions, and the release of Iran's frozen assets. The final negotiations between the US and Iran will focus on nuclear and economic issues, and will not discuss Iran's missile program. The draft is pending final confirmation from relevant authorities. (Jin Shi)
03:54
Svmuu reports that Sam Altman, CEO of U.S. artificial intelligence company OpenAI, has postponed his planned visit to South Korea.
03:53
Svmuu reported that sources say NVIDIA has begun pitching its first independent central processing unit (CPU) product, Vera, to Chinese clients. Designed specifically for Agentic AI systems, the chip has entered mass production, marking NVIDIA's attempt to further expand its presence in the Chinese market with a CPU offering.
According to sources, some Chinese clients have already shown interest in Vera. One major Chinese cloud computing company plans to procure over 300 servers equipped with dual Vera CPUs for testing, and will decide whether to expand procurement after the tests are completed.
Built on the Arm Holdings architecture, Vera is NVIDIA's first independent CPU product. NVIDIA has previously stated that Vera's performance in AI agent-related computing tasks is 1.8 times that of comparable competitor products, and expects the product to contribute approximately $20 billion in revenue by the end of this fiscal year (ending January next year).
The report notes that as the AI industry's focus gradually shifts from model training to inference computing, CPUs and custom chips are gaining more attention. Vera also positions NVIDIA to directly compete with Intel and Advanced Micro Devices (AMD), which have long dominated the server CPU market.
Sources indicate that due to strict U.S. export restrictions on high-end GPUs, CPUs face relatively smaller regulatory hurdles in the Chinese market compared to GPU products. Currently, some Chinese clients plan to first deploy Vera chips for testing in overseas data centers. Meanwhile, software ecosystem compatibility and existing domestic AI chip deployment frameworks may still impact the subsequent large-scale adoption of Vera. (Reuters)
03:42
Svmuu reported that Spanish banking giant BBVA has announced a strategic partnership with OpenAI to fully integrate artificial intelligence into customer service, business operations, software development, and employee workflows, driving its banking operations towards an AI-native model transformation. The goal is to leverage AI to redesign the bank's operational model, encompassing areas such as customer experience, commercial banking services, risk management, operational efficiency, software development, and employee productivity. Reportedly, BBVA employees have already created over 20,000 customized GPTs internally, of which approximately 4,000 are frequently used by teams, covering multiple business areas including legal, risk, customer service, finance, and marketing.
03:42
Svmuu reported that, according to Whale Alert monitoring, a Tron address holding 72,030,295 USDT has been frozen.
03:40
Svmuureports that Ethereum developers are evaluating EIP-8182, a proposal that plans to introduce native privacy transfers for ETH and ERC-20 tokens via the Hegotá hard fork. The proposal was created by Facet co-founder Tom Lehman on March 3, 2026, and is classified as a Draft Standards Track Core EIP. It has not yet been finalized or scheduled for inclusion in an upgrade.
Hegotá is the next upgrade following Glamsterdam and is expected to focus on infrastructure and protocol layer improvements. The core of EIP-8182 is to create a canonical shielded pool system contract at the protocol layer, where users can deposit ETH or ERC-20 tokens and spend them using zero-knowledge proofs. (Financefeeds)
03:37
Svmuu News CryptoQuant analyst Axel Adler Jr. stated on platform X that the current Global Risk On/Off indicator is in a neutral state. Recent conflicts have shown signs of cooling, possibly related to statements by relevant leaders, while market expectations for a SpaceX IPO are also influencing investor sentiment.
It is reported that approximately 372 oil tankers remain stranded in the Persian Gulf, carrying about 26 million tons of hydrocarbon resources. This situation may continue to affect global energy supply expectations and become a significant variable for market risk sentiment. Currently, risk assets remain in a phase influenced by multiple intertwining factors, including geopolitical developments, liquidity changes, and capital market events of major technology companies, as investors await clearer directional signals.
03:32
Svmuu reported that “White-Haired Stock God” Serenity stated that VPEC has raised Epiwafer prices today, indicating that supply chain bottlenecks in this sector are strengthening. This could further enhance the pricing power and demand expectations of related companies. The price increase serves as a positive signal for epiwafer suppliers IQE and LandMark Optoelectronics, reflecting the growing tightness in the market for Epiwafer capacity and demand.
Serenity additionally disclosed that they hold positions in IQE. Previously, MACOM Technology Solutions (MTSI) invested in IQE to secure capacity supply. This latest price change further highlights the importance of certain key supply chain links as “bottleneck resources.”
03:31
Svmuu News: The China Academy of Information and Communications Technology (CAICT) organized a seminar on June 10, 2026, under the theme "Trusted Token Cloud Service." Zheng Weimin, an academician of the Chinese Academy of Engineering; He Baohong, Chief Engineer of CAICT; and Li Wei, Deputy Director (presiding) of the CAICT Cloud Computing and Digital Research Institute, attended and delivered speeches.
During the meeting, CAICT, in collaboration with over a dozen enterprises including Tianyi Cloud, Alibaba Cloud, Huawei Cloud, JD Cloud, Lenovo, StepFun, Kingsoft Office, and Qingcheng Jizhi, launched the "Token Cloud Service Quality Enhancement and Empowerment Assessment Plan" and released multiple achievements.
03:17
Svmuureports that CryptoQuant analyst Axel Adler pointed out that on-chain data shows Bitcoin (BTC) is flowing into exchanges in large quantities, while stablecoin liquidity continues to flow out. The simultaneous deterioration on both the supply and demand sides of the market is considered a major reason for Bitcoin's approximately 22% decline from its May highs.
Furthermore, the Bitcoin 30-day net exchange flow indicator has turned notably positive, currently standing at around +114,000 BTC. Compared to the net outflow of approximately -85,000 to -115,000 BTC seen in early May, the market has shifted from an accumulation phase to a distribution phase. The indicator briefly rose to around +167,000 BTC in early June, indicating that more holders are transferring BTC to exchanges, increasing potential selling pressure.
At the same time, the 30-day moving average net flow of stablecoins remains consistently negative, currently at approximately -$105 million. In early May, this indicator was still in the range of +$40 million to +$90 million, representing relatively strong buy-side liquidity in the market. However, it turned negative after mid-May and expanded to around -$150 million to -$170 million in early June, indicating that stablecoin funds are leaving exchanges, reducing the market's "ammunition."
Axel Adler's analysis suggests that the current market is experiencing a simultaneous combination of "increased BTC supply" and "declining stablecoin demand": on one hand, selling pressure is rising, and on the other, new buying power is insufficient. This has led to Bitcoin's pullback from its May highs and entry into a phase of declining risk appetite.
For a trend reversal to materialize, the market needs to see simultaneous improvement in two indicators: BTC shifting back to net exchange outflows, signifying renewed accumulation by investors; and stablecoins re-entering exchanges, signaling the return of buying funds. Until these two indicators return to positive territory, any short-term rebound may be viewed more as a technical correction.
03:13
Svmuu reported that "White-Haired Stock God" Serenity stated on platform X that during periods of technological architecture shifts, retail investors often take the lead in positioning, while institutional capital gradually steps in during subsequent phases to dominate market pricing. Taking stocks like SIVE, NBIS, and RKLB as examples, these assets initially had low institutional ownership, but as institutions continued to increase their holdings, their stock prices ultimately reached all-time highs.
Serenity believes that the current negative sentiment surrounding companies like Foci and HIMX may be related to certain institutions needing to acquire liquidity and accumulate positions at lower prices. In recent years, when some sell-side institutions have released negative research reports or when the market has been flooded with concentrated bearish news, it has often coincided with a phase of institutional accumulation. Investors need to conduct independent research and establish their own investment logic, and should not be easily swayed by market noise. The modern liquidity cycle of the U.S. capital market essentially often manifests as a transfer of retail holdings to institutions, a process that may not necessarily align with the interests of retail investors.
03:08
Svmuu News: According to on-chain analyst EmberCN's monitoring, a whale is very bullish on SpaceX's performance after tonight's listing and has been continuously increasing its position. It has increased its SPCX long position to $21.1 million, with an entry price of $168. Currently, the pre-market PreP price of SPCX has reached $176, corresponding to a total market cap of $2.27 trillion for SPCX. This represents a 30% increase from its issue price of $135.
03:07
Svmuu reported that Raydium core contributor InfraRAY stated on platform X that the team has confirmed an attack on the old AMM V3 program, which had been discontinued since 2021. The attacker has unauthorizedly removed some liquidity, but this incident does not affect current Raydium users. Furthermore, the affected liquidity pools have been inaccessible via the official Raydium UI since their deactivation, and the Raydium SDK and DApp also do not support operations on the old AMM V3 pools on the mainnet.
The five affected liquidity pools are: Sollet USDT-RAY, Sollet ETH-RAY, SRM-RAY, USDC-RAY, and RAY-SOL. Preliminary estimates indicate stolen assets include approximately 150,177 RAY, 5,603 SOL, and 893,700 USDC, with a total value of around $1.34 million. Related losses will be fully compensated from the treasury.
Investigations show that the vulnerability stems from insufficient verification of LP token mint addresses. The attacker bypassed the protocol's proportional validation mechanism by creating new LP tokens and impersonating legitimate LP tokens, thus withdrawing funds. However, this incident is an isolated logic vulnerability, not caused by a private key leak or permission breach, and there is no risk of contagion. Currently, all active Raydium mainnet programs remain unaffected.
03:05
Svmuu News: WISeKey International, a Nasdaq-listed company, has announced that its subsidiary SEALCOIN has secured a $4 million strategic investment from The Hashgraph Group (THG) and WISeKey. The new funds will be used to accelerate its integration into the rapidly growing space economy ecosystem and to build blockchain infrastructure for the space economy utilizing Decentralized Physical Infrastructure Network (DePIN) technology. (Marketscreener)
02:58
Svmuureports that Federated Hermes, a veteran American asset management company, has announced the launch of the Federated Hermes Money Market Management Digital Treasury Fund. This money market fund complies with the stablecoin regulatory requirements of the GENIUS Act. The fund is primarily aimed at stablecoin issuers but is also open to institutional and retail investors. Its collateral assets have a maturity of no more than 93 days, and investments include cash, US Treasury bonds, and other highly liquid assets. (Ledgerinsights)
02:55
Svmuu News: Vivek Arya, an analyst at Bank of America Global Research, has predicted that the total addressable market (TAM) for server CPUs could surge fourfold from $35 billion in 2025 to over $170 billion by 2030, significantly exceeding the bank's previous forecast of $125 billion for the server CPU market in 2030.
Arya wrote in the report: "We believe the rise of agentic AI is a powerful demand accelerator that not only expands the CPU market opportunity but also benefits Intel, AMD, and Arm-based challengers." (DeItaone)

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