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6/27
04:49
Svmuu News: Serenity, known as the “White-Haired Stock Guru,” posted on X that robotics is becoming the next major focus for capital. According to March data from PitchBook (cited by a16z Insights), both the number of deals and the amount of investment in this sector are showing a “steep upward trend,” indicating that capital is rapidly flowing into the robotics sector.
It is worth noting that there is currently a significant “cross-mapping” effect between AI infrastructure investment and the humanoid robotics industry: many underlying investments related to AI data centers (DCs) are also providing critical support for the large-scale deployment of humanoid robots. For example, the relationship between DRAM/NAND and storage/inference capabilities corresponds to memory and real-time inference capabilities in robots; while DFB laser and photonics technologies are directly linked to the application of FMCW LiDAR in robotic vision and perception systems.
Currently, the market’s primary exposure remains concentrated in the upstream components and foundational technology layers, while also extending to internal projects at major tech companies—such as the robotics and automation initiatives within the ecosystems of Amazon and Tesla.
Looking ahead, as the technology chain gradually matures, pure humanoid robot and robot chassis companies are expected to enter a global IPO window around 2027. The market widely anticipates that the period from the second half of 2027 onward may mark the beginning of a significant cycle for the independent securitization of robotics assets.
04:40
Svmuu News: Canopy, an AI-native blockchain development framework, has announced the completion of an $8.5 million seed round, with participation from Arrington Capital, Fenbushi Capital, Borderless Capital, and SNZ Capital, among others. The new funding will be used to support the launch of its mainnet, expand its engineering team, and continue to advance the development of AI-native tools and the developer experience, simplifying complex decentralized application development into readable code so that developers and AI programming assistants can quickly generate complete applications. (Crypto News)
04:33
According to PPP’s prediction market monitoring, in Polymarket’s “2026 World Cup Winner” prediction event, the probability of winning is 48% Smart money (address: 0x84cfffc3f16dcc353094de30d4a45226eccd2f63) has purchased over $106,000 worth of positions betting that France will win the World Cup, with an average entry price of 18.5¢, with a current unrealized profit of approximately $14,909.
Early this morning, the highly anticipated match between France and Norway took place in the third round of Group I of the World Cup. France ultimately secured an easy 4–1 victory thanks to Dembélé’s first-half hat trick. Currently, France’s probability of winning the World Cup has risen to 22%, placing them in first place; followed by Argentina at 18%; Spain ranks third at 12%.
The Svmuu Seer channel continuously monitors prediction markets, spotting changes before prices are set.
04:03
Svmuu News: Hong Kong Legislative Council member Jian Huimin revealed that the *Taxation (Amendment) (Automatic Exchange of Information) Bill 2026* was passed by the Legislative Council last week, and the Crypto-Asset Reporting Framework (CARF) Bill has entered the deliberation stage. Kan Wai-man stated that between 2018 and 2025, the Hong Kong government has recovered more than 100 million Hong Kong dollars in taxes and fines, and it is estimated that approximately 8,000 additional financial institutions will be required to register in the future. (Ming Pao)
03:59
Svmuu News, June 27: Two prominent Chinese hedge fund managers have warned that global AI stocks have become a “super bubble” and are at risk of bursting.
Yang Dong, founder of Ningquan Asset, stated in the “2026 Mid-Year Investment Report” released on June 23 that global AI stocks have formed a “super bubble,” and the point of collapse may not be far off. Yang Dong said that a large number of popular A-share stocks are highly likely to lose 80% or even 90% or more of their value in the future.
Li Bei, founder of Shanghai Banxia Investment, stated in the monthly report “To Banxia Investors” released on June 21 that the conditions triggering the bursting of the AI bubble have already emerged. Citing Anthropic’s ARR (Annualized Revenue Run Rate) as an example, she noted that revenue growth at model companies at the very bottom of the supply chain has slowed significantly, and that by year-end, revenue is highly likely to fall significantly short of market expectations, making a downward revision in future capital expenditure projections a high probability event.
03:58
Svmuu News: U.S. Secretary of State Rubio stated that the U.S. is currently preparing for the U.S. President’s Donald Trump visit to India in early 2027.
03:14
Svmuu News: According to Onchain Lens, after a one-year hiatus, a wallet associated with Vitalik (0xD04...fd7) transferred 7,000 ETH—worth $11.06 million—to a new wallet, likely to be deposited into a centralized exchange, similar to previous transactions.
Previously, this wallet had transferred 1,300 ETH, worth $3.19 million, which was subsequently deposited into Paxo. The wallet currently holds 20,001 ETH, worth $31.6 million.
03:04
Svmuu News: The Hong Kong government announced that the Hong Kong Monetary Authority granted stablecoin issuer licenses to two institutions with banking backgrounds in April 2026. Based on the two institutions’ current business plans, the regulated stablecoins are expected to be officially launched between the middle and second half of this year.
The Hong Kong Monetary Authority has sent letters to market entities engaged in stablecoin issuance but not yet subject to regulation, clarifying the relevant legal requirements, and will continue to monitor compliance. If necessary, individual cases may be referred to the police or the Department of Justice for handling. In addition, the Hong Kong government will submit a new virtual asset regulatory bill to the Legislative Council this year to establish a more comprehensive regulatory framework for providers of virtual asset trading, custody, advisory, and management services.
03:00
Svmuu News: According to the Israeli Army Radio, the Israeli military will reduce its troop presence in southern Lebanon and withdraw several combat brigades. (Jin Shi)
02:46
Svmuu News: Serenity’s trading call drove a short-term surge in Cerebras. As of this writing, the stock is trading at $194.52 on MSX.COM, up more than 7% in the past hour. Meanwhile, the stock’s after-hours price (trading has now closed) was only $182.3.
02:40
Svmuu News: “The White-Haired Stock Guru” Serenity posted on X that OpenAI will deploy its cutting-edge model with 56 billion parameters on Cerebras chips, achieving an inference speed of 750 tokens per second.
Serenity said that after seeing this news, he initiated his first position in Cerebras in the $170 range, which is below the $185 IPO price. Serenity believes this validates Cerebras’ technical capabilities, but notes that Cerebras is overvalued compared to profitable companies like Jabil. However, given its partnership with OpenAI, Cerebras may command a valuation premium as long as OpenAI maintains its industry-leading position.
02:01
Svmuu News: According to Onchain Lens, a certain address created a new wallet, deposited 630,000 USDC into HyperLiquid, and opened a 10x leveraged short position of 2.9 million XRP.
01:56
Svmuu News: ZachXBT posted that one hour ago, the stolen funds from the recent attacks on Humanity Protocol and Kelp DAO converged, indicating that the attackers behind these two incidents may be the same.
On April 18, 2026, approximately $292 million was stolen from Kelp DAO’s LayerZero bridge due to compromised infrastructure; the Lazarus Group has been accused of carrying out the attack. On June 9, 2026, approximately $32 million was stolen from the Humanity Protocol team’s address and deployer due to a compromised developer device.
This new evidence rules out the possibility of an insider attack.
01:47
Svmuu News Bitcoin Mining company Bitdeer posted the latest data on its holdings at Bitcoin on X,For the week ending June 26, its Bitcoin mining output totaled 253.9 BTC, but it sold 253.9 BTC during the same period, resulting in a net increase of 0 BTC. It currently maintains a zero balance at Bitcoin.
01:32
Svmuu News: Framework Ventures announced the completion of a $400 million fundraising round for its fourth fund, FVIV, which will focus on frontier areas at the intersection of blockchain, AI, robotics, energy, and fintech.
01:31
1. 21Shares sold $1.8 million worth of HYPE in a single day, accounting for nearly 3% of its ETF assets under management;
2. The Bitcoin spot ETF saw total net outflows of $445 million yesterday, marking the seventh consecutive day of net outflows;
3. A whale that previously shorted $165 million in ZEC closed its position for a profit of $3.277 million and has since opened a new short position worth $70.76 million;
4. NBC: The Pentagon delayed announcing the attack on Iran until after the market closed;
5.Having previously profited $11.66 million from two ZEC trades, Garrett Jin has opened another 2x short position in ZEC;
6. Bitwise deposited and staked 1.775 million HYPE tokens, valued at $114 million, with Hyperliquid;
7. The DRAM ETF has added GigaDevice to its portfolio, with a weighting of 2.91%;
8. Apple is lobbying the government for approval to purchase memory chips from Changxin Memory;
9. SharpLink Gaming has accumulated 10,000 ETH over the past two days, bringing its total holdings to $1.4 billion;
10. As of June 25, monthly stock trading volume on the Robinhood platform has significantly broken historical records.
01:05
Svmuu News: According to Arkham, 21Shares sold HYPE for the first time, with the single-day sales amounting to $1.8 million, accounting for nearly 3% of its ETF assets under management.
00:53
Svmuu News: The price of Bitcoin fell to around $59,400 today. On Thursday, the U.S. spot Bitcoin ETF saw net outflows of nearly $691 million, marking the largest single-day outflow since May 27.
Meanwhile, Friday will see the expiration of $10.6 billion in Bitcoin options. Over the past 24 hours, liquidations of leveraged cryptocurrency positions across the network exceeded $1.1 billion, with long positions accounting for $875 million of that total.Bitcoinis currently trading at approximately 53% below its all-time high of $126,080, set in October 2025,with the price fluctuating between $58,189 and $60,724 over the past 24 hours, and the total market capitalization falling to around $1.18 trillion. (Decrypt)
00:07
Svmuu News: According to SoSoValue data, the Ethereum spot ETF saw total net outflows of $12,848,000 yesterday (June 26, Eastern Time).
The Ethereum spot ETF with the largest single-day net outflow yesterday was the BlackRock (BlackRock) ETF (ETHA), with a net outflow of $12.848 million. ETHA’s total historical net inflows currently stand at $11.08 billion.
As of press time, the total net asset value of the Ethereum spot ETF stood at $83.79 billion, with the ETF’s net asset ratio (its market value as a percentage of the total market cap of Ethereum) reaching 4.42%. Its cumulative historical net inflows have reached $109.03 billion.
00:07
Svmuu News: According to SoSoValue data, the Bitcoin spot ETF saw total net outflows of $445 million yesterday (June 26, Eastern Time).
The Bitcoin spot ETF with the largest single-day net outflow yesterday was the BlackRock (BlackRock) ETF (IBIT), with a net outflow of $445 million. IBIT’s total historical net inflows currently stand at $60.766 billion.
As of press time, the total net asset value of Bitcoin spot ETFs stood at $72.818 billion, with the ETF net asset ratio (market capitalization as a percentage of the total market capitalization of the Bitcoin) reaching 6.08%; cumulative historical net inflows have reached $51.606 billion.

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