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6/21
01:33
Svmuu News: Galaxy Research posted on X stating that Bitcoin miners have entered a “surrender phase.” Galaxy Research noted that the mining difficulty for Bitcoin has now fallen by more than 20% from its all-time high, marking the largest difficulty pullback since 2021. The firm believes that a significant drop in mining difficulty typically indicates that some miners are exiting the network due to profitability pressures, and that the market is currently undergoing a phase of hash rate adjustment.
01:31
Svmuu News: Bitwise CEO Hunter Horsley posted on X, stating that during the early days of the internet boom in the 1990s, the market assigned valuations of $500 million to $1 billion to hundreds of companies based on visions of the future. However, as the dot-com bubble burst, the market began to focus on companies that had truly proven their value and business models. Hunter Horsley believes that the internet companies that ultimately prevailed achieved sustained growth through verifiable, tangible results, with development cycles and scales far exceeding market expectations during the bubble era. Hunter Horsley noted that the crypto industry is currently undergoing a similar transformation. While the number of projects that stand out in the future may decrease, the leading projects—those with genuine practical value and capabilities—may achieve a scale and duration of sustained growth that far exceed the expectations of most market participants.
01:30
1: Polymarket is accused of marketing to U.S. users through simulated trades and fake profit videos; 2: “New Stock Guru” Serenity: Donald Trump’s tariff strategy may backfire; cutting-edge supply chains are the key bargaining chip in the trade war; 3: Thailand Seizes 315 Cryptocurrency Mining Machines Suspected of Illegally Tapping into the Power Grid, Resulting in an Estimated Electricity Loss of 40.38 Million Baht; 4: Deutsche Bank Raises U.S. Inflation Forecast, Projecting a Total of 50 Basis Points in Interest Rate Hikes by 2026 Federal Reserve; 5: Vance advocates for government ownership of AI giants; Musk says cash should be distributed directly to the public to address future hyperdeflation; 6: A petition to abolish the crypto asset tax in South Korea has garnered over 58,000 signatures and will be submitted to the National Assembly for review; 7: The 1confirmation fund has distributed approximately $317 million in cash dividends, exceeding the total cumulative capital contributions of all funds ($286 million); 8: A trader turned an initial principal of 31,600 into 100 times the original amount, accumulating a profit of $3.565 million; 9: Analyst: Strategy is still far from forced liquidation; comparing STRC’s de-pegging to the UST incident is clearly an overreaction; 10: Tesla. has applied to register the “Amazing Abundance” trademark to advance its AI and robotics strategy.
01:05
Svmuu News: Deutsche Bank has raised its U.S. inflation forecast and comprehensively revised its policy outlook Federal Reserve. It now expects a total of 50 basis points in rate hikes by 2026 Federal Reserve, bringing the interest rate to 4.1%, with a rate hike possibly coming as early as July.
01:05
Svmuu News: Thai police and relevant authorities conducted a joint operation in five provinces in the northeast, conducting raids on 14 locations and seizing 315 cryptocurrency mining rigs suspected of illegally tapping into the power grid and tampering with electricity meters to steal electricity. This resulted in a total power loss of approximately 40.38 million baht, equivalent to approximately 8.3 million yuan, including 5.38 million baht in fines for electricity violations and approximately 35 million baht in unpaid electricity bills.
00:57
Svmuu News: U.S. Vice President Vance has arrived in Switzerland and will participate in U.S.-Iran negotiations taking place today at Bergen Mountain. The Swiss Foreign Ministry stated on the 20th that the Iranian delegation has arrived in Switzerland and is en route to Bergen Mountain; the purpose of this visit is to implement the U.S.-Iran Memorandum of Understanding.
00:24
Svmuu News: According to the Associated Press, U.S. Vice President Vance has arrived in Switzerland to lead U.S. negotiations with Tehran regarding its nuclear program. (Jin Shi)
00:01
Svmuu News: “The New Stock Guru” Serenity posted that the Donald Trumpn government may be gradually realizing that the key bargaining chip in the trade war is not traditional commodity exports, but rather cutting-edge supply chains in fields such as quantum computing, artificial intelligence, and robotics. Serenity pointed out that key supply chain nodes are currently controlled primarily by U.S. allies, including EUV lithography systems from ASML in the Netherlands; advanced packaging materials and equipment controlled by Japan’s TOWA, Ibi Electric, and Ajinomoto; as well as critical links in the chip supply chain held by Taiwan, South Korea, and the European Union. It argues that imposing sweeping tariffs on allies may actually undermine the U.S.’s ability to integrate critical global resources. If the U.S. hopes to gain an advantage in future trade competition, repairing relations with allies and transforming global supply chains into strategic leverage may prove more effective than applying unilateral pressure.
00:01
Svmuu News: On-chain analyst Ai posted on X, stating that a trader rolled over a 31,600 principal into a 100x position and has now accumulated profits of $3.565 million. and currently holds long positions in U.S. stocks worth $7.76 million, including $4.29 million in Micron (MU), $3.17 million in Intel (INTC), and $296,000 in Lumentum (LITE), with an unrealized profit of $4.073 million. The trader’s win rate is 27.6%, with profits primarily coming from long positions in MU and INTC; cryptocurrency trading has impacted the overall win rate.
6/20
23:51
Svmuu News: Since the beginning of the year, AI hardware sectors such as semiconductors and optical communications have risen in the U.S. stock market, with the upstream semiconductor equipment sector rising in tandem. The nine U.S. semiconductor equipment companies with a total market capitalization exceeding $10 billion have all seen their stock prices rise by more than 75% so far this year. Among them, seven stocks—Applied Materials, Lam Research, KLA, Teradyne, MKS Inc., Integre, and Onto Innovation Inc.—have doubled in price year-to-date.
23:50
Svmuu News: In his Q2 2026 letter to LPs, 1confirmation partner Nick Tomaino stated that cumulative cash distributions across all funds totaled approximately $317 million, exceeding the cumulative total capital committed to all funds of approximately $286 million.
22:28
Svmuu News: According to Mainstreet’s monitoring, Main Street USD (MSUSD), a dollar-pegged algorithmic stablecoin, has deviated from its peg and is currently trading at $0.36, down 64.1% over the past 24 hours. Mainstreet responded that the asset remains fully backed. The recent shutdown of the third-party reserve proof dashboard does not indicate a reduction in assets or a deterioration in portfolio quality, but rather issues at the infrastructure and reporting levels. Due to the takedown of the reserve proof page, the oracle supporting the Morpho market is expected to be suspended within the next 24 hours, leading to accelerated liquidations among users engaged in leveraged circular lending and a significant rise in borrowing rates. Mainstreet stated that its current top priority is to protect NAV and maximize protocol liquidity, while continuing to prioritize the protection of user funds, maintaining net asset value, and restoring normal market operations as soon as possible.
22:18
Svmuu News: A South Korean national petition to “abolish taxes on virtual assets (cryptocurrency)” has garnered 58,571 signatures. According to South Korea’s National Assembly Act, the petition will be submitted for deliberation at the committee’s first meeting 30 days after it is referred to the committee. Under South Korea’s current Income Tax Act, starting January 1, 2027, gains from the transfer or lending of virtual assets will be classified as other income and subject to income tax. Gains from virtual assets exceeding 2.5 million won (approximately $1,800) will be subject to a 22% combined tax rate, comprising a 20% national income tax and a 2% local income tax. (Edaily)
22:14
Svmuu News: U.S. Vice President JD Vance stated in an interview with *CEO Diary* that Donald Trump supports the establishment of a U.S. sovereign wealth fund to hold equity stakes in cutting-edge AI companies.Vance believes that large AI companies should not be allowed to evolve into unchecked monopolies, and advocates for mechanisms involving state ownership and worker participation to enable ordinary workers to directly share in the economic benefits brought by AI. In response, Musk publicly stated on X that, rather than the government holding equity in companies, a better solution would be for the Treasury Department to distribute cash directly to the public. Musk argued that, driven by AI and robotics, the growth rate of goods and services supply will outpace the growth rate of the money supply; therefore, direct cash distribution would not cause inflation, and the real challenge in the future will be “major deflation.” The main point of contention between the two centers on the path of wealth distribution. Vance favors distributing profits through state participation in the production sector, while Musk advocates for direct subsidies to the public on the consumption side and opposes government intervention in corporate ownership structures.
22:08
Svmuu News: The prediction market platform Polymarket has been accused of promoting its products on social media by having paid creators post videos of simulated trades and fake profits. Reports indicate that these creators used mock websites highly similar to Polymarket’s actual site to produce trading videos; some of the content depicted high returns that never actually occurred, and some videos were required to undergo Polymarket’s review process. Polymarket manages its influencer marketing campaigns through the marketing firm Virality; despite its services being restricted to U.S. users, these marketing campaigns are reportedly still being directed at U.S. audiences. Additionally, The Wall Street Journal reported that Polymarket has a multi-million-dollar promotional partnership with influencer Adin Ross to drive user engagement on the platform. Polymarket has not yet issued a public response to these allegations. (The Wall Street Journal)
22:07
Svmuu News: Tesla has officially filed a trademark application for “Amazing Abundance,” covering AI, humanoid robots, autonomous driving systems, and automation technology.
22:05
Svmuu News: Crypto analyst Murphy posted that Strategy is not currently facing a preferred stock repayment crisis. He believes that for the price of Bitcoin to breach the Strategy preferred stock tier, it would need to fall to $26,000; to breach the debt tier, it would need to fall to $8,000. Murphy pointed out that SATA, a comparable product, has remained above $99 this week, while STRC has become unpegged, indicating that the current market selling pressure is directed more at Strategy itself rather than at any design flaws in the product.He believes this resembles a repricing of leverage and credit, as well as a liquidity crunch triggered by the depletion of cash reserves and the amplification of the first sell-off signals, rather than a liquidation crisis. Murphy stated that Strategy is still a long way from forced liquidation; it is merely that its “flywheel model” has temporarily stalled at current price levels.Bitcoin’s future price trajectory will determine whether this is a mid-cycle correction or the beginning of deeper risks.He believes that equating STRC’s de-pegging with UST’s de-pegging and the LUNA crash during the previous cycle is a clear case of overinterpretation. If the price of Bitcoin rebounds and equity ATM financing resumes, Strategy is expected to replenish its cash reserves and restart its capital operations model.
21:30
1: “The White-Haired Stock Guru” Serenity Responds to Criticism: The market is the ultimate arbiter of right and wrong, not angry comments on social media; 2: Well-known MEV bot Jaredfromsubway.eth suffers a reverse attack, losing over $7.5 million; 3: South Korea’s preliminary memory chip exports for the first 20 days of June saw significant year-over-year growth, with SSD exports up 405% year-over-year; 4: U.S. media: The war in Iran is draining the Pentagon’s funds and may push defense spending to $80 billion; 5: Co-founder of Tether: Stablecoins are entering the 2.0 era; in the future, users should share in reserve returns; 6: Reviewing STRC’s Drop Below $100: Strategy Bitcoin’s capital model faces a stress test; 7: Hyperliquid: All USDH-denominated markets on HyperCore have completed settlement; 8: Author of *Rich Dad Poor Dad*: Gold, BTC, and ETH may see upside opportunities; 9: Axelar Responds to Security Incident: Axelar and IBC Remain Unaffected; Vulnerability Stemmed from “Infinite Minting” Issue in Third-Party Token Contract; 10: Galaxy Research Director: Tokenized Stocks Are Primarily Categorized into Issuer-Backed and Third-Party-Backed Types.
21:27
Svmuu News: According to OKX market data, tokens in the blockchain gaming sector have collectively strengthened over the past 24 hours. Among them, AXS rose 23.43% and is currently trading at 1.254 USDT; SAND rose 21.3% and is currently trading at 0.063 USDT; and MANA rose 20.56% and is currently trading at 0.081 USDT.
21:11
Svmuu News: U.S. media reports indicate that the ongoing military operations against Iran are placing significant strain on the U.S. defense budget and ammunition stockpiles. According to The Wall Street Journal, citing sources familiar with the matter, internal estimates by the U.S. Department of Defense suggest that the war and related expenditures may have approached or reached $80 billion. The report warns that if spending continues to rise, the Pentagon could face a shortfall in operating funds this summer, requiring Congress to approve emergency supplemental funding. The report notes that this funding shortfall has not yet been formalized into a budget request but has been raised in communications between senior Department of Defense officials and Congress. A former Department of Defense financial official stated that early estimates were approximately $29 billion, but the actual cost may be far higher than that. Meanwhile, the conflict has also been cited as significantly depleting key U.S. ammunition stocks, including THAAD and Patriot interceptor missiles. Analyses by multiple research institutions indicate that the U.S. has consumed a significant proportion of these stocks, with replenishment cycles for some models taking as long as several years, raising concerns about the defense industry’s supply capabilities. Furthermore, the new round of the National Defense Authorization Act currently being advanced by Congress is expected to total more than $1 trillion, including billions of dollars in appropriations for Israeli defense systems and cooperative projects, sparking ongoing discussions about the structure of U.S. global military spending and the allocation of resources.

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