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6/18
20:04
Svmuu News: BitcoinTreasuries.NET posted on X stating that Michael Saylor’s Strategy MSTR has fallen out of the top 250 U.S. companies after its market capitalization dropped to $39.92 billion, and that its holdings in Bitcoin have incurred losses exceeding $10.8 billion.
20:04
Svmuu News: The Chicago Mercantile Exchange Group has filed a lawsuit in the U.S. District Court for the District of Columbia against the U.S. Commodity Futures Trading Commission (CFTC) and its Chairman, Michael Selig, regarding the agency’s routine approval of cryptocurrency perpetual futures.The lawsuit stems from the CFTC’s May 29 approval of perpetual futures contracts linked to the spot price of Bitcoin by the prediction market platform Kalshi, as well as its decision to take no action regarding similar products offered by the Coinbase exchange. In its filing, CME argues that the CFTC’s treatment of “futures” with expiration dates as “swaps” violates directives from the U.S. Congress and the Commodity Exchange Act, and requests that the court rescind the relevant actions regarding perpetual futures. CME also alleges that Selig acted unilaterally without the full panel of five commissioners. A CFTC spokesperson stated that the CME is waging a “legal battle” against the agency and the government’s crypto policies, calling the lawsuit “frivolous.” Kraken has also announced the launch of perpetual futures trading for U.S. users through Bitnomial, a platform regulated by the CFTC.
12:58
Svmuu News: U.S. President Donald Trump: The U.S. did not pay Iran $300 billion. This is fake news! The U.S. has nothing but success, low oil prices, and victory. Just look at the stock market.
12:33
Svmuu News: Sources familiar with the matter revealed that SpaceX’s (SPCX.O) team of investment banks is set to hold investor conference calls as early as next week to discuss plans for a bond offering following the company’s record-breaking IPO.The sources said the bond offering is expected to be at least $20 billion, with investor outreach set to begin as early as Monday; however, the specific plans and timeline are still subject to change. SpaceX plans to issue investment-grade U.S. dollar-denominated bonds for the first time, with the proceeds to be used to refinance a $20 billion bridge loan maturing in September 2027.SpaceX’s IPO filing with the U.S. Securities and Exchange Commission (SEC) shows that as of March 31, this bridge loan accounted for the bulk of the company’s $29.1 billion in long-term debt.Sources said that Bank of America, Citigroup, JPMorgan Chase, Goldman Sachs, and Morgan Stanley jointly provided this bridge loan and will serve as joint lead underwriters for the bond offering. (Jin Shi)
12:27
Svmuu News: According to Gate data, the USD/JPY exchange rate has surged to 161.40 and is on the verge of breaking its all-time high.
12:16
Svmuu News: According to a report by the Financial Times, under a provisional agreement reached between the U.S. and Iran, the Donald Trump administration will allow Iran to access $6 billion in oil revenues held in Qatar to purchase U.S. humanitarian supplies and goods not subject to sanctions. (Jin Shi)
12:03
Svmuu News: The United States and Iran have announced an immediate and permanent end to military operations on all fronts, including Lebanon. The United States will fully lift its naval blockade of Iran within 30 days. Iran will ensure free and safe passage for merchant ships through the Strait of Hormuz for a period of 60 days. (Jin Shi)
12:02
Svmuu News: Stretch (STRC), a dividend-paying preferred stock issued by Strategy, fell to a low of $82.53 on Tuesday, hitting its lowest point since its initial public offering last July.The product currently offers an annualized dividend yield of 11.5%. Michael Saylor has compared it to money market funds and FDIC-insured bank accounts. Since STRC’s listing, Strategy has issued over $10 billion in related shares to accelerate the acquisition of Bitcoin;The company currently holds 846,842 Bitcoin, worth approximately $53 billion at the time of publication. Saylor stated in April that retail investors hold about 80% of STRC and estimated that approximately 3 million households have invested in the product. Strategy disclosed in the STRC prospectus that the value and liquidity of these preferred shares are subject to market volatility, interest rate fluctuations, the lack of a mature trading market, and their subordinated status relative to the company’s debt. Last month, the company sold 32 Bitcoin to cover the recurring costs of managing STRC and stated that its Bitcoin reserves are sufficient to cover 32 years of dividends.
12:01
Svmuu News: According to Politico, the White House has submitted a “memorandum of understanding” to Congress aimed at suspending hostile actions against Iran. (Jin Shi)
11:53
Svmuu News, Oct. 11: “Insider whale” Garret Jin incurred a loss of $5.08 million today. The total value of his holdings stands at $102.4 million, all of which are long positions. Among these, his long position in Bitcoin is approximately $79.34 million, accounting for nearly 80% of his total holdings;In addition, he holds approximately $22.86 million in ZEC long positions and approximately $257,000 in UNI long positions. Currently, the BTC position shows an unrealized loss of approximately $17.2 million, the ZEC position shows an unrealized gain of approximately $893,000, and the UNI position shows an unrealized loss of approximately $47,300.Over the past 24 hours, this account incurred a loss of approximately $5.0897 million on perpetual contracts, with total account assets of approximately $66.4465 million.
11:49
Svmuu News: According to on-chain data, as the market has fallen, Machi Big Brother (@machibigbrother, 0x020... 872) is currently undergoing liquidation on his 25x leveraged ETH position. He has already lost $320,000 today; the liquidation price for his new ETH long position is $1,685, and his current long position stands at 1,200 ETH.
11:43
Svmuu News: According to OKX market data, ETH has fallen below 1,700 USDT and is currently trading at 1,698.51 USDT, down 3.84% over the past 24 hours.
11:41
Svmuu News: According to data from MSX.COM, U.S. storage-related stocks surged across the board, with SanDisk rising more than 10% and Western Digital and Micron. rising more than 7%, driving the overall strength of the semiconductor sector. Meanwhile, Marvell Technology rose more than 11%, Intel. gained nearly 8%, and chip stocks such as TSMC, Qualcomm, and Coherent saw widespread gains.
11:37
Svmuu News: According to OKX market data, BTC has fallen below 63,000 USDT and is currently trading at 62,984.5 USDT, down 3.72% over the past 24 hours.
11:37
Svmuu News: According to data from MSX.COM, SpaceX (SPCX.O) has fallen below $177 and is currently trading at $176.33, down 9% over the past 24 hours.
11:28
Svmuu News: U.S. Vice President Vance: Last night, 12.5 million barrels of oil passed through the Strait of Hormuz. Nearly ten ships have already passed through the U.S. blockade. So far, Iran has been fulfilling its obligations under the agreement. The only way for Iran to reap benefits is for them to behave well. (Jin Shi)
11:26
Svmuu News: According to OKX market data, SOL has fallen below 70 USDT and is currently trading at 69.97 USDT, down 4.27% over the past 24 hours.
11:14
Svmuu News: Amazon (AMZN.O) is in talks to sell its custom AI chips to other companies’ data centers, a key expansion move in its efforts to challenge NVIDIA (NVDA.O)’s market dominance. (Jin Shi)
10:54
Svmuu News: ETF Tracker posted on X that the Roundhill Memory ETF (DRAM) has surpassed $20 billion in assets under management. DRAM is a memory chip-themed ETF launched in 2026 by U.S. asset management firm Roundhill Investments. It primarily tracks the performance of the global memory semiconductor industry and is viewed by the market as a key investment tool for betting on AI infrastructure and growing demand for memory.
10:43
Svmuu News: Legendary investor Howard Marks said in a podcast that the current market is in a boom, but it is impossible to determine whether it is irrational. Taking SpaceX’s upcoming IPO at a valuation of nearly $2 trillion as an example, it is impossible to calculate a reasonable price for such an IPO. Howard Marks noted that those who play it safe rarely achieve great things. Investing in tech giants carries the risk of making huge mistakes but also the potential for spectacular returns. Those who sit on the sidelines out of fear of risk may miss out on the greatest investment opportunities in history, while investors in traditional industries will be unable to capitalize on these epoch-making windfalls. The current S&P 500 price-to-earnings ratio is approximately 23 times, higher than the 80-year average of 16 times but lower than the 32 times seen during the 2000 dot-com bubble. When it comes to AI investing, investing in hyperscale tech companies is a low-risk approach; investing in vertical AI firms such as Anthropic and OpenAI carries higher risk but offers a higher survival rate; and investing in early-stage startups is akin to buying a lottery ticket.

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