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6/15
18:35
Svmuu News: Susie Ward, CEO of Bitcoin Policy UK and a supporter of Bitcoin, stated that although she is a shareholder in Strategy herself, she is concerned about the way Michael Saylor is promoting STRC, believing he has not adequately explained the risks associated with the product. STRC is a perpetual preferred stock issued by Strategy that offers an 11.25% dividend yield. Strategy raises funds by selling these preferred shares and uses the proceeds to continue purchasing Bitcoin, in line with its long-term BTC accumulation strategy. Ward stated that when Saylor showcased STRC returns in related videos, it gave the impression that there was “no risk,” a characterization she deemed “dishonest.” She is particularly concerned that investors may underestimate the structural risks underlying the model of financing the purchase of Bitcoin through high-dividend preferred shares.
18:34
Svmuu News: Standard Chartered Bank has initiated coverage of the decentralized exchange protocol Uniswap and predicts that its UNI token could rise from its current price of approximately $2.70 to $100 by the end of 2030—a nearly 40-fold increase. Geoffrey Kendrick, Global Head of Digital Asset Research at Standard Chartered, stated that the next wave of wealth opportunities in the digital asset sector may come from DeFi protocols. The core logic is that the scale of tokenized assets entering DeFi will grow significantly, thereby expanding the asset base and fee potential for protocols like Uniswap. Standard Chartered forecasts that the value of on-chain tokenized assets will grow from the current level of approximately $340 billion to $4 trillion by the end of 2028; of this, the proportion entering DeFi is expected to rise from the current 3.5% to 30% by the end of 2030.Combined with the growth of crypto-native assets, total assets locked in DeFi could reach approximately $2.7 trillion, representing a roughly 37-fold increase from current levels. Kendrick believes that if Uniswap can successfully commercialize its platform and establish partnerships with traditional financial institutions on a sufficient scale, the valuation multiple between its market capitalization and transaction fees is expected to increase, narrowing the gap with centralized exchanges such as Coinbase. Standard Chartered’s projected price path for UNI is as follows: $6.50 by the end of 2026,$20 by the end of 2027, $40 by the end of 2028, $65 by the end of 2029, and $100 by the end of 2030, and expects UNI to potentially outperform ETH and BTC during this period.
18:32
Svmuu News: IREN, an AI infrastructure company that evolved from the mining firm Bitcoin, has announced the acquisition of Ingenostrum, S.L.—the Spanish AI data center developer also known as the Nostrum Group—marking its official entry into the European market. The transaction adds approximately 490 megawatts of secured, grid-connected power resources to IREN’s portfolio and brings a pipeline of AI data center development projects in Spain. The Nostrum team consists of more than 50 employees covering development, engineering, construction, and operations. IREN stated that Europe is one of the world’s largest and fastest-growing AI infrastructure markets, and that Spain, with its abundant renewable energy resources and strong fiber-optic connectivity, serves as a key gateway to the European market. This acquisition is the latest step in IREN’s transformation from a pure-play mining company focused on the “Bitcoin” to a global provider of AI and high-performance computing infrastructure.Previously, IREN announced plans to build an 800-megawatt data center campus in South Australia and has signed a multi-billion-dollar AI cloud agreement with Microsoft and established a partnership with NVIDIA. Following the news, IREN’s stock price rose nearly 4% on Monday, trading at approximately $62.
18:28
Svmuu reports that SpaceX (SPCX.O) has extended its gains to 19.5% and is currently trading at around $192.50.
18:27
Svmuu reports that SpaceX (SPCX.O) has extended its gains to 19.5% and is currently trading at around $192.50.
18:24
Svmuu News: According to OKX market data, ETH has fallen below 1,800 USDT and is currently trading at 1,799.18 USDT, with its 24-hour gain narrowing to 4.48%.
12:40
Svmuu News Donald Trump On the 15th, while attending the G7 summit in Evian-les-Bains, France, Donald Trump stated that restoring navigation in the Strait of Hormuz “does not require much (external) assistance.” made these remarks during a meeting with French President Macron.Earlier that day, Macron stated that several European countries were prepared to participate in escort operations in the Strait of Hormuz.The G7 consists of the United States, the United Kingdom, France, Germany, Italy, Canada, and Japan. France holds the rotating presidency of the G7 this year. This year’s G7 summit is being held in Evian-les-Bains, France, from the 15th to the 17th. (Xinhua News Agency)
12:25
Svmuu News: According to OKX data, JTO has briefly surged past $0.80 and is currently trading at $0.78, with a daily gain of over 45%.
12:20
Svmuu News Donald Trump reports that the U.S. may or may not participate in the signing of the Iran deal. U.S. Vice President Vance will travel to the signing ceremony, and the text of the Iran deal will be released sometime after Friday. Sanctions against Iran will not be lifted until Iran fulfills its obligations. (Jin Shi)
12:11
Svmuu News Donald Trump reports that the Strait of Hormuz was fully reopened on Friday. All agreements have been signed, and importantly, oil prices have fallen sharply while stock markets are rising. (Jin Shi)
11:59
Svmuu News: According to data from 8Marketcap, SpaceX has surpassed TSMC with a market capitalization of $2.327 trillion, ranking 8th globally in terms of market value, currently trailing Amazon ($2.65 trillion).Bitcoin currently has a market capitalization of $1.34 trillion, up 4.47% over the past 24 hours, moving up to 16th place in the global asset rankings.
11:56
Svmuu News: Concerns have been mounting in the market recently that Strategy (MSTR) may be heading into a "death spiral sell-off,"amid reports that the price of Bitcoin had briefly fallen to around $60,000, sparking discussions about the stability of its leveraged treasury model. However, Wall Street firms such as Benchmark and TD Cowen have released reports explicitly refuting this pessimistic narrative and maintaining their “Buy” ratings on Strategy. Benchmark analyst Mark Palmer stated that the “death spiral” hypothesis overlooks multiple layers of buffers: before any large-scale sale of “Bitcoin,” the company would first need to deplete approximately $1 billion in cash reserves to cover dividend payments, and its current $55 billion in “Bitcoin” reserves also provide a strong buffer.STRC is a class of perpetual preferred stock designed to maintain a price of approximately $100 and provide a floating annualized yield of about 11.5%. Analysts believe this mechanism creates a cycle of “yield demand → financing → increased BTC holdings,” which is viewed as the core funding engine of its long-term treasury model. TD Cowen noted that even during periods of significant pullbacks in the Bitcoin price (Bitcoin), the STRC structure demonstrated low volatility, helping to stabilize the capital structure and positioning it as a “yield and capital preservation tool” rather than merely a high-risk speculative instrument.However, there are also critical voices in the market suggesting that this structure could create a risk mechanism akin to a “negative feedback loop,” potentially triggering asset sell-off pressure under extreme conditions. (The Block)
11:49
Svmuu News: A senior U.S. official stated that details of the U.S.-Iran memorandum of understanding will be released within the next 24 to 48 hours, The memorandum of understanding includes a potential $300 billion fund for Iran’s reconstruction. The U.S. and Iran will begin technical talks later this week, with the unfreezing of funds and the easing of sanctions contingent on specific performance. (Jin Shi)
11:47
Svmuu News: According to Reuters, U.S. President Donald Trump and Vice President Vance have signed a memorandum of understanding between the United States and Iran, and the Speaker of the Islamic Consultative Assembly of Iran has also signed it. (Xinhua News Agency)
11:47
Svmuu News: According to OKX data, BTC has broken through the 67,000 USDT mark and is currently trading at 67,008.9 USDT, up 4.65% over the past 24 hours.
11:40
Svmuu News: Research firm Benchmark Equity Research notes that the market structure reform proposal put forward by the U.S. Securities and Exchange Commission (SEC) on June 11 may be one of the most far-reaching regulatory measures affecting the U.S. crypto industry this year.The proposal seeks to repeal Rule 611 and Rule 610(e) of Regulation NMS, two core rules that have governed the routing and execution of U.S. stock trades since 2005 and are believed to have long restricted the development of tokenized stocks and on-chain trading. Rule 611 (the Order Protection Rule) requires trading venues to avoid executing trades at prices lower than “protected quotes” on other markets, thereby enforcing the National Best Bid and Offer (NBBO) system; Rule 610(e) prohibits price-locking and cross-market structures, restricting quote overlap and price mismatches. Benchmark analyst Mark Palmer stated that if the rules are repealed, it would remove key legal barriers hindering DeFi trading models such as automated market makers (AMMs), allowing them to operate without relying on traditional order routing systems.The rule changes would directly benefit the trading infrastructure for tokenized stocks and crypto securities, with Securitize identified as the most direct beneficiary. Additionally,Coinbase, and Galaxy Digital could benefit from the expansion of their trading, custody, and market-making operations. However, Benchmark also notes that even with these rule relaxations, key issues such as exchange registration, clearing and settlement, and custody frameworks remain unresolved, and the market continues to anticipate the SEC’s potential introduction of an “innovation exemption” mechanism.The SEC has now opened a 60-day public comment period, and Benchmark anticipates that the final vote may take place in early 2027. (The Block)
11:30
Svmuu News: Danny Sanders, Chief Commercial Officer of hardware wallet manufacturer Trezor, stated that “putting everything into an ETF” could be the worst possible outcome for the Bitcoin ecosystem.Since the launch of U.S. spot Bitcoin ETFs in early 2024, cumulative inflows have exceeded $53 billion, making them a key driver of BTC prices, but they may also alter the structure of how users hold their assets. Sanders believes that overreliance on ETFs will undermine Bitcoin’s core principle of “self-custody,” causing users to gradually hand over control of their assets to third-party institutions rather than retaining control of their private keys themselves.While self-custody carries risks such as the loss of mnemonic phrases or the irreversible compromise of private keys, these are largely psychological barriers rather than technical challenges, and he noted that “it’s not difficult once you actually get started.” Data shows that among the approximately 600 million crypto users worldwide, only about 10% practice self-custody, with only about 12 to 13 million of those using hardware wallets. As an early hardware wallet manufacturer in the industry, Trezor has driven the adoption of the BIP-39 mnemonic standard and continues to advocate for lowering the barriers to self-custody through improved user experience and educational tools, rather than relying on custodial services. Sanders concluded that the industry’s long-term goal should be to gradually approach a Web2-level user experience, rather than simply replacing self-custody with ETFs, noting that “that would likely be the worst-case scenario for the entire industry.” (The Block)
11:20
Svmuu News: According to PeckShield’s monitoring, the structured products protocol ThetanutsFi was attacked, resulting in losses of approximately $2.1 million. Of this amount, approximately $2 million worth of options tokens have been recovered by a white-hat address. The attacker has exchanged $105,000 in USDC for approximately 60 ETH and still holds USDC option tokens worth approximately $34,000.
11:12
Svmuu News: Leslie Falconio, currently Head of Taxable Fixed Income Strategy for Global Wealth Management at UBS, stated that pressure on the Federal Reserveto raise interest rates this year is easing following the announcement by the U.S. and Iran that they had reached an agreement to reopen the Strait of Hormuz, which has suppressed oil prices and triggered a rally in the U.S. Treasury market. Leslie Falconio noted that even as oil prices fell prior to the ceasefire, “two-year yields were still rising because the market was pricing in a near-100% probability of a rate hike in December 2026.”“What’s happening now is that oil prices are falling, but the market is pricing out those rate hike expectations. That’s why the two-year yield is declining.” Federal Reserve New Chair Kevin Warsh will preside over his first interest rate policy meeting this week. As surging crude oil prices have accelerated inflation, support within the Federal Open Market Committee (FOMC) for raising rates this year has grown. Leslie Falconio expects the FOMC to formally abandon its dovish stance at this week’s meeting, thereby fostering a more hawkish outlook.However, she said she still expects the next move to be a rate cut, sometime in 2027. (Bloomberg)
11:10
Svmuu News: According to market reports, OpenAI has pledged to invest $50 million in AI-related nonprofit initiatives by 2026. Additionally, Google. announced it will invest $1.5 billion to expand its data center campus in Jackson County, Alabama, in 2026 and 2027.

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