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Svmuu News: Analyst Ansem posted on X, stating that “quite astonishing data” shows that, compared to a strategy of simply going long on HYPE against the U.S. dollar, a paired trading strategy of going long on Hyperliquid (HYPE) while simultaneously going short on Bitcoin (BTC) has actually delivered better returns so far this year.This result suggests that, under the current market structure, relative strength trading may yield higher returns than directional bets on a single asset. It also reflects intensifying rotation within the crypto asset space and increasing beta divergence, with a clear stratification emerging in the return structures between BTC and highly volatile altcoins.

Svmuu News: In response to a question from Legislator Li Guangyu during a Legislative Council session, Yiu Wing-wah, Secretary for Commerce and Economic Development of Hong Kong, stated that Hong Kong Cyberport will launch the OPC Hub to provide dedicated workspaces and other support—such as cloud services, model usage quotas, and AI inference resources—to one-person companies and small teams focused on artificial intelligence, intelligent agents, blockchain, or related digital technologies, with the aim of reducing the costs of early-stage product development and testing for AI startups (including one-person companies). (Hong Kong SAR Government Press Release)

Svmuu News JPMorgan Chase The strategy team warns that sharp volatility in the semiconductor sector may be increasing the risk of “tantrums” in the market, forcing some investors to passively reduce their positions.The team, led by Nikolaos Panigirtzoglou, noted that while chip stocks rebounded to near all-time highs this week, this was accompanied by rising volatility, which could trigger so-called VaR (Value at Risk) shock scenarios. Under the VaR mechanism, when rapid market volatility causes a portfolio’s risk metrics to exceed thresholds, investors may be forced to reduce their exposure—even if they remain confident in the long-term fundamentals—thereby triggering a chain reaction of selling pressure. Analysts believe that the current coexistence of gains and volatility in the semiconductor sector is amplifying the likelihood of systemic risk transmission and creating potential disruptions to overall sentiment toward risk assets. (Bloomberg)

Svmuu News: Yinghua Qiu, Secretary for Commerce and Economic Development of Hong Kong, stated that Hong Kong Cyberport will launch the OPC Hub to provide dedicated workspaces and other support—such as cloud services, model usage quotas, and AI inference resources—to one-person companies and small teams focused on artificial intelligence, intelligent agents, blockchain, or related digital technologies, with the aim of reducing the costs of early-stage product development and testing for AI startups (including one-person companies). (Hong Kong Government News Bulletin)

Svmuu News Bitcoin Shareholders of Capital B have approved a large-scale financing plan under which the company may raise up to approximately $5.76 billion through a new share issuance and refinance up to approximately $115.2 billion via debt instruments, to be used to further increase its stake in Bitcoin.This plan means that Capital B will rely on both equity financing and debt instruments to expand its exposure to crypto assets, and its capital structure may become even more closely linked to the price of BTC. Based on current prices, this financing scale could theoretically support the purchase of over 1.87 million BTC, indicating that the company may continue to strengthen its “Bitcoin” asset allocation strategy in the future. (BTCTreasuries)

Svmuu News: CryptoQuant analyst Darkfost stated on X that during this correction, large investors holding more than 1 Bitcoin are taking advantage of the price decline to continue increasing their positions; their total BTC holdings have risen to a record high ofexceeding 16.8 million, indicating that long-term allocation demand continues to strengthen and further reflecting the trend toward institutionalization of Bitcoin assets. Data shows that the scale of holdings among this category of investors continues to rise, suggesting that market participants are more inclined toward long-term asset allocation rather than short-term trading. At the retail level, analysis indicates signs of renewed accumulation, though the overall sentiment remains relatively cautious. Currently, retail holdings stand at approximately 1.7 million BTC, still below the all-time high set in December 2023.Some retail investors chose to take profits during the previous rally, while others may have adjusted their exposure through more convenient channels such as ETFs. Analysts believe that although the pace of behavior varies among different investor groups, the market as a whole is gradually reaching a consensus: the current stage is more conducive to long-term allocation, and the trend of capital re-entering the accumulation phase is strengthening.

Svmuu News: “The White-Haired Stock Guru” Serenity posted on X, disclosing the minutes of ALRIB’s shareholders’ meeting and noting that progress in several of the company’s business areas is sending positive signals. The minutes show that the company’s second-generation ROSIE system is expected to be delivered shortly to a leading U.S. quantum computing firm, marking further progress in the commercialization of its technology in the high-end equipment sector. Meanwhile, the company is intensifying its business development (BD) efforts for photonics-related BTO/STO products and has received strong interest from the market. Serenity added that ALRIB and Veeco Instruments together form a duopoly in the molecular beam epitaxy (MBE) equipment market. The company has recently been revalued by the market due to its exposure to quantum computing, and Serenity’s portfolio also includes RIBER.

Svmuu News: The latest longitudinal study commissioned by the Hong Kong Investor and Financial Education Council (IFEC) and conducted by the Department of Applied Social Sciences at the Hong Kong Polytechnic University shows that herd behavior and emotional trading tendencies among Hong Kong virtual asset investors have declined significantly compared to 2022, but several behavioral biases remain widespread, with the “follow-the-crowd and risk-averse” type remaining the most prevalent investment style. The study surveyed approximately 1,000 virtual asset investors from November to December 2025, and the results were presented in June 2026 at a seminar of the International Organization of Securities Commissions (IOSCO) Retail Investor Committee. The data shows that among Hong Kong virtual asset investors, the score for the tendency to blindly follow market trends fell from 3.63 to 3.19, while the scores for mimicking market behavior and chasing rising prices also declined, indicating that investment behavior has become more rational overall following the implementation of the regulatory framework for virtual asset trading platforms in 2023. However, the study also pointed out that several behavioral biases remain significant, including reliance on past experience (3.86), FOMO (3.77), the endowment effect (3.68), the gambler’s fallacy (3.66), and reliance on authority (3.63), indicating that emotions and information continue to play a significant role in investment decisions. In terms of investor segmentation, the “Herd-Following and Risk-Averse Type” accounted for the highest proportion at 33.9%, consisting primarily of young investors aged 18 to 29, with women also representing the highest proportion (43%) among all types. This group is characterized by being easily influenced by market sentiment and tending toward caution and conservatism after incurring losses. Next are the “Stuck-but-Not-Leaving” type (25.5%), mostly mid-level professionals aged 30 to 39, who tend to hold onto their investments for the long term after incurring losses, waiting for a rebound. In addition, the “Confident Risk-Taker” type accounts for 22.2%, consisting mainly of highly educated, high-net-worth men who are prone to overconfidence and increasing their allocation to high-risk assets; the “Fear of Missing Out” type accounts for 18.4%, comprising investors with relatively ample assets but frequent trading activity, who are clearly driven by FOMO. Cui Yongkang, Chair Professor in the Department of Applied Social Sciences at the Hong Kong Polytechnic University, noted that the virtual asset market is significantly influenced by social media and information dissemination, and investor behavior patterns are complex and diverse. He emphasized that investor education should incorporate behavioral science to enhance investors’ ability to make rational decisions amid market volatility.