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6/13
08:01
According to SoSo Value data, U.S. spot Bitcoin ETFs recorded net inflows of nearly $86 million last Friday, equivalent to approximately 1,350 BTC, with BlackRock's IBIT alone seeing net inflows of nearly $58 million. Standard Chartered's Head of Global Digital Assets Research, Geoffrey Kendrick, suggested that the recent ETF sell-off may be partly driven by some holders liquidating positions to free up cash for participation in SpaceX's IPO. Since October last year, U.S. spot Bitcoin ETFs have accumulated net outflows of $7.6 billion, including $3 billion in the first six months of 2026. 
Strategy remains the world's largest corporate holder of Bitcoin, with over 800,000 BTC in its treasury. Michael Saylor resumed Bitcoin purchases in early June, following sales by Strategy at the end of May.
07:39
1. Pakistan's Prime Minister: The US-Iran agreement is expected to be finalized within 24 hours;
2. Bitdeer maintains zero Bitcoin holdings, selling 194.4 BTC this week;
3. "White-Haired Stock Guru" Serenity: Global semiconductor material landscape may face a reassessment, with South Korea's Foosung potentially being one of the beneficiaries;
4. a16z co-founder responds to US AI regulation in a lengthy post: The dual extreme narratives between "maximum innovation freedom" and "maximum regulatory order";
5. An address dumps 3,000 ETH, valued at $4.98 million;
6. "Cathie Wood" sells AMD stock, buys SpaceX stock;
7. SpaceX ranks 9th globally by asset market capitalization, while Bitcoin temporarily ranks 17th.
07:18
Svmuu reports that Nasdaq-listed Bitcoin mining company Bitdeer has released its latest Bitcoin holdings data on platform X. For the week ending June 12, the company mined 194.4 BTC but also sold 194.4 BTC during the same period, resulting in a net increase of 0 BTC. It continues to maintain zero Bitcoin holdings.
07:00
Svmuu reported that Polish President Karol Nawrocki stated in a statement that he has vetoed a cryptocurrency regulatory bill for the third time, as the bill did not incorporate his previously proposed opinions. The Polish parliament had passed the bill in May of this year, aiming to regulate the cryptocurrency industry. The bill is intended to implement the EU's Markets in Crypto-Assets Regulation (MiCA), and Poland is required to complete the relevant legislative approval by July. Nawrocki had previously vetoed similar bills twice. He stated that he supports the regulation of the crypto industry, but criticized the Polish government for ignoring most of the amendments proposed by his office during the legislative process.
06:26
Svmuu reported that Michael Saylor posted on X, congratulating Elon Musk and SPCX on their historic IPO. He also noted that as a result, 25% of the Mag7 now hold Bitcoin on their balance sheets.
06:12
Svmuu News “White-Haired Stock Oracle” Serenity posted on X platform stating that South Korean semiconductor materials company Foosung (market cap approximately $1.2 billion) may be entering a critical revaluation window. The rationale lies in disruptions to Japan’s WF₆ (tungsten hexafluoride) supply chain, a key precursor in semiconductor etching and deposition processes, which is crucial for global wafer manufacturing.
Serenity pointed out that if WF₆ supply continues to tighten, it will directly impact approximately one-quarter of global critical capacity demand chains, affecting major wafer fabs including SK Hynix, Samsung Electronics, and TSMC. This potential shock resembles a “Strait of Hormuz-style” supply bottleneck.
Serenity estimates that Foosung currently accounts for roughly 10% of the global WF₆ supply chain, but against the backdrop of supply contraction or restructuring, its strategic weight may increase significantly. However, Serenity emphasized that these views are merely market observations and hypothetical deductions, and currently holds no related positions.
05:30
Svmuu reported that on the first trading day of SpaceX's IPO, only 4.2% of the total shares were in circulation, leading to a short-term price surge. The company's price-to-sales ratio has exceeded 112 times, higher than Tesla's 15 times and Nvidia's nearly 20 times. SpaceX's business structure shows a pattern of "one pole generating profit, two poles incurring losses." Starlink generated $11.39 billion in revenue last year, accounting for 61% of total revenue, serving over 10 million users by the end of 2025, with plans to acquire spectrum and add 15,000 satellites to launch a direct-to-cellphone service. The rocket launch business holds about an 80% share of the global commercial rocket launch market but still posted a loss of $657 million last year. xAI and future space computing services are considered high-investment ventures. According to one institution's statistics, at the current loss rate, xAI alone could deplete Starlink's profits within the next four quarters. The prospectus shows that SpaceX has accumulated a total loss of $41.3 billion since its founding in 2002.
04:46
Svmuu reported that a16z co-founder Marc Andreessen published a highly satirical long-form post on platform X, centered around the topic of "AI regulation." Through two extreme narratives, he presented the conflicting positions on this issue.
In the narrative "against AI regulation," Marc Andreessen portrays regulation as a force that stifles innovation, potentially killing garage startups, weakening the Silicon Valley ecosystem, increasing compliance burdens, and limiting the development of AI and computing infrastructure. He sarcastically notes, "If US AI regulators had policed our grandfathers, they would have banned the use of horse-drawn carriages."
In the narrative "supporting AI regulation," Marc Andreessen uses irony to describe the order, safety, and expansion of the industrialized compliance system that regulation could bring. This includes a massive compliance industry, strengthened government regulatory frameworks, and social redistribution mechanisms.
However, Andreessen does not offer a single conclusion in the article. Instead, through highly exaggerated language, he highlights the long-term structural conflict and rift within AI regulation between "innovation freedom" and "safety governance."
In previous news, Anthropic issued a statement saying that the US government issued an export control directive under the guise of national security authority, requiring the suspension of all foreign entities' access to AI models Fable 5 and Mythos 5, regardless of whether the personnel are within the United States, including Anthropic employees who are foreign nationals.
04:38
According to Svmuu, Qin Tian, Deputy Director of the Institute of Middle East Studies at the China Institutes of Contemporary International Relations, stated that based on currently available information, the upcoming US-Iran ceasefire memorandum is likely to be relatively limited in both content and effectiveness, constituting a relatively weak agreement. First, both the US and Iran have their own interpretations and expressions regarding the text of this agreement. Second, the agreement fails to provide a clear and thorough resolution to key contradictions and critical issues between the two sides. These key issues will have to be addressed in the next phase of negotiation and bargaining. Third, potential skirmishes between the two sides, including factors involving Israel, may also disrupt subsequent negotiations. Currently, the military standoff between the US and Iran persists in the Persian Gulf and the Strait of Hormuz. On the battlefield in Lebanon, Israel continues to strike Hezbollah forces in southern Lebanon, which could trigger larger exchanges of fire and conflicts between Iran and Israel. All these factors will negatively impact subsequent negotiations. (CCTV News)
04:26
Svmuu reports that, according to the Zhipu AI WeChat official account, at 5:21 PM today, GLM-5.2 will be fully accessible to all GLM Coding Plan users, covering the Lite/Pro/Max/Team editions. The GLM-5.2 API will be launched next week, and the model will be officially open-sourced next week under the MIT license.
04:18
Svmuu reports that according to on-chain analyst Yu Jin's monitoring, since 10:00 AM, a SIREN whale has sold approximately 118 million SIREN tokens in exchange for 18 million USDT, causing SIREN to drop by 70%. Over the past 2 hours, they have transferred about 15 million USDT of that amount to Bitget.
04:00
Svmuu reported that Christian Keil posted on X platform, stating that the number of satellites launched by SpaceX has now surpassed the total of all other launches in human history combined.
SpaceX has now launched more satellites than all other launches in human history combined
03:15
Svmuu reports that according to on-chain analyst Ai Yi's monitoring, an address (0x157…eF5da) sold 3,000 ETH at a price of $1,658.68 about 10 hours ago, with a total value of $4.98 million. The ETH held by this address can be traced back to three years ago, and for most of that time, it was staked in DeFi protocols such as Aave to generate returns.
02:41
Svmuu reported that ARK Invest, led by “Woodie,” disclosed its trading records for Friday, June 12, 2026, revealing a significant shift in investment strategy.
Multiple ETFs under the fund purchased a total of 3,291,184 shares of SpaceX, with a total transaction value of $444,309,840, indicating the fund's growing interest in the space technology sector. At the same time, ARK substantially reduced its holdings in AMD (AMD.O), selling a total of 80,536 shares across three ETFs—ARKQ, ARKW, and ARKX—with a total transaction value of $39,337,809, continuing the trend of cutting its AMD positions. (Jin Shi)
02:40
Svmuu News According to 8Marketcap data, SpaceX, listed on Nasdaq, ranks 9th globally among all assets with a market cap of $2.104 trillion, surpassing Broadcom and Saudi Aramco.
Additionally, Bitcoin's market cap stands at $1.274 trillion, up 0.76% in the past 24 hours, temporarily leading Micron Technology's $1.106 trillion market cap, ranking 17th among global assets.
02:14
Svmuu reported that the Israeli military stated: We will have to take action against Hezbollah for violating the ceasefire agreement. (Golden Ten)
01:50
Svmuu reported that according to SoSoValue data, yesterday (June 12, Eastern Time) Bitcoin spot ETFs recorded a total net inflow of $85.8498 million.
The Bitcoin spot ETF with the highest single-day net inflow yesterday was Blackrock's ETF IBIT, with a single-day net inflow of $57.6944 million. IBIT's total historical net inflow has now reached $62.114 billion.
Next was Fidelity's ETF FBTC, with a single-day net inflow of $18.0047 million. FBTC's total historical net inflow currently stands at $10.448 billion.
As of press time, the total net asset value of Bitcoin spot ETFs is $79.65 billion, the ETF net asset ratio (market value as a percentage of Bitcoin's total market cap) has reached 6.26%, and the cumulative historical net inflow has reached $53.625 billion.
01:49
According to SoSoValue data, as of yesterday (June 12, Eastern Time), Ethereum spot ETFs recorded a total net outflow of $4.9452 million.
The Ethereum spot ETF with the largest single-day net outflow yesterday was Blackrock's ETF ETHA, which saw a net outflow of $4.53 million. The total historical net inflow for ETHA currently stands at $11.303 billion.
The next was Fidelity's ETF FETH, with a single-day net outflow of $415,200. The total historical net inflow for FETH currently stands at $2.117 billion.
As of press time, the total net asset value of Ethereum spot ETFs is $9.155 billion, the ETF net asset ratio (market cap as a percentage of Ethereum's total market cap) is 4.56%, and the total historical cumulative net inflow has reached $11.186 billion.
01:29
1. SpaceX discloses holding 18,712 Bitcoin, valued at $1.18 billion;
2. SIREN controller dumps 17 million tokens, causing price to halve;
3. Due to a 180-day lock-up period, SpaceX equity tokens on PreStocks trade at nearly a 30% discount to SPCX's real stock price;
4. Pudgy Penguins: Officially shuts down mobile game Pudgy Party;
5. Standard Chartered analyst: Bitcoin has bottomed at $59,000, crypto winter is over;
6. Iranian media: Iran's foreign minister undermines Iran's negotiating position to align with Trump's agenda;
7. Zcash founder: Completed Zcash security audit using Mythos, no critical vulnerabilities found;
8. A whale opens a 5x long position on 54,986 SPCX, currently floating a profit of over $1.18 million;
9. A whale's ASTEROID position floats a loss of $1.53 million, a decline of 84%.
01:09
Svmuu reported that SpaceX officially listed and disclosed its holdings of 18,712 Bitcoin. Based on a price of approximately $63,000 per coin, the Bitcoin assets are worth about $1.18 billion, making SpaceX the 8th largest publicly listed Bitcoin holding entity globally. The relevant holdings information was disclosed in SpaceX's S-1 IPO filing submitted to the U.S. Securities and Exchange Commission.
Tesla, another publicly listed company under Elon Musk, holds 11,509 Bitcoin, with the two companies together controlling 30,221 Bitcoin. The average purchase cost of SpaceX's Bitcoin holdings is approximately $35,000 per coin. (bitcointreasuries)

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