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6/28

09:26

Framework Ventures Raises $400 Million Fund to Invest in Tokenization, Stablecoins, and Cutting-Edge Technologies

Svmuu News: San Francisco-based venture capital firm Framework Ventures has raised a $400 million fund to invest in the intersection of tokenization, stablecoins, and cutting-edge technologies.
Michael Anderson, co-founder of Framework Ventures, stated that the firm believes blockchain will serve as a financing layer for AI computing power, robotics, and energy infrastructure through tokenization, and that the crypto industry has shifted from serving crypto users to addressing capital formation challenges in the real economy. (CoinDesk)

09:22

World Cup Schedule: South Africa vs. Canada kicks off in six hours; $2.12 million profit from a $140,000 bet on Canada to win

PPP highlights the upcoming schedule: South Africa vs. Canada is set to begin in six hours. Details: A $2.12 million profit account placed a $140,000 bet on Canada to win;
A new account, which had lost $210,000 over three weeks, placed a $200,000 bet that the match would not end in a draw;
A "whale" with a total profit of $760,000 placed a $50,000 bet on a draw;

09:14

ZachXBT: X's Algorithm Faces a "Traffic Dilemma" Regarding Cryptocurrency Content

Svmuu News: ZachXBT posted on X, stating that he has recently been publishing more analysis on his Telegram channel rather than on X. In June, his content distribution was “9 reports on Telegram, compared to just 1 analysis on X.” ZachXBT noted that the migration from the traditional private messaging system to XChat has encountered several technical bugs, and the reliability of X’s search function has declined, affecting the efficiency of information retrieval.
ZachXBT explained that the X platform’s algorithm creates a “traffic bottleneck” for cryptocurrency content, causing it to be confined to the crypto niche and limiting its ability to reach a broader audience. He indicated that he may explore other content distribution platforms in the future and noted that this post would be deleted in one hour.

08:35

Swan CEO: Bitcoin's Probability of Reaching a Record High in 2026 Is Only 10% to 15%

Svmuu News: Swan CEO Cory Klippsten believes there is only a 10% to 15% probability that Bitcoin will reach an all-time high in 2026.Cory Klippsten stated that some truly exogenous event would have to occur, and he believes it is currently unclear what event could cause the price of Bitcoin to double within the next six months. (Cointelegraph)

08:24

Paradis Labs: GS expects South Korea to supply 30% of humanoid robot components by 2035

Svmuu News: Paradis Labs posted on X, stating that South Korea’s humanoid robot supply chain is crucial to the upcoming increase in humanoid robot production.
GS forecasts that by 2035, 30% of humanoid robot components will come from South Korea, as the country’s automotive industry experience can be leveraged to build production capacity for humanoid robot parts such as actuators. Actuators essentially mimic human muscles and joints and currently account for about 50% of a humanoid robot’s bill of materials. South Korea holds an advantage in actuator production because the relevant technology is similar to that used in automotive components such as power steering, braking systems, and autonomous vehicle technology.
GS noted that several South Korean automotive parts manufacturers have leveraged this expertise to establish themselves as major non-Chinese suppliers of critical robot actuators.
Paradis Labs noted that, in terms of upstream humanoid robot exposure, South Korea appears poised to play a significant role among non-Chinese key suppliers for humanoid robots, while also occupying a key position in the AI supply chain through the memory businesses of SK hynix and Samsung.

08:00

ForeGate, in collaboration with Owen, OKX, and others, released an in-tournament research report, demonstrating significant performance in predicting model responses to match results, calibrating points, and assessing potential matchups.

Svmuu News: According to official reports, the ForeGate Supercomputing Database, in collaboration with Michael Owen, OKX, WEEX, and OnebullEX, has officially released the “ForeGate 2026 World Cup Winning Guide,” a tournament research report. Combining the ForeGate AI prediction model with OKX.ai data path simulations, the report provides a systematic analysis of the 48 participating teams in the 2026 USA-Canada-Mexico World Cup, covering their qualification probabilities, advancement paths, championship odds, win-draw-loss outcomes, and handicap tendencies. Currently, the model’s overall prediction accuracy stands at 93.8%, demonstrating strong performance in responding to match results, calibrating points, and assessing potential match-up paths.
ForeGate stated that it will continue to update its predictions throughout the World Cup based on match results, team form, and model simulations to help users understand the probabilistic logic behind changes in the tournament schedule. Meanwhile, ForeGate’s $1 million World Cup prediction contest is currently underway.

07:47

predict.fun's $840,000 World Cup Group Stage Promotion Rewards Are Now Available for Claiming

Svmuu News: According to an official announcement from predict.fun, rewards for the World Cup group stage event are now available for redemption, with this round’s prize pool totaling $840,000. The platform stated that users who participated and earned rewards during the group stage can now claim them on the platform.
With the conclusion of the group stage for the 32 teams, the number of World Cup-related markets on predict.fun has increased from the initial 6 to 11, providing new users with more opportunities to trade and catch up in the points standings. During the upcoming knockout stage, the platform will continue to release over $1 million in event rewards, giving users another chance to compete on the leaderboard and share in the subsequent prize pool.

07:44

CITIC Securities: While the positive outlook for AI computing power remains unchanged, volatility has intensified; we recommend exercising caution when buying at high prices.

Svmuu News: A research report by CITIC Securities points out that the following factors will determine the market trend in the third quarter: On the fundamentals front, AI computing power continues to enjoy strong momentum, with interim earnings reports and overseas financial results warranting attention. Meanwhile, given the macroeconomic headwinds since April, the economic stimulus measures announced at the July Politburo meeting are particularly significant; In terms of liquidity, external disruptions have intensified, while domestic conditions remain neutral; regarding risk appetite, geopolitical events and IPOs by industry giants may cause short-term market volatility. Given the global correlation among tech stocks, it is also necessary to continuously monitor major overseas computing power markets such as Japan, South Korea, and the U.S.
Regarding sector allocation, while the growth logic for AI computing power remains intact, volatility has intensified; we recommend exercising caution when chasing high prices and instead building positions during pullbacks. The lithium battery sector is expected to enter its peak season, with energy storage demand continuing to recover, presenting opportunities for a phase-based valuation rebound in the new energy sector. Dividend stocks are expected to rebound from oversold levels, offering attractive value for allocation. Key sectors to watch: banking, coal, utilities, AI, optical modules, storage, semiconductors, industrial metals, and lithium battery materials (VC), among others. (Jin Shi)

07:30

Svmuu Evening Brief

1. Binance briefly dropped more than 30% and is currently trading at $0.52;
2. The market cap of SOL meme coin ANSEM has surpassed $92 million, surging more than 490-fold intraday;
3. The probability of “Messi winning the 2026 World Cup Golden Boot” on predict.fun has risen to 53%, up 11% over the past 24 hours;
4. A trader turned $2,330 into $614,500 by buying ANSEM, achieving a 261x return;
5. ARK Invest, led by Cathie Wood, purchased $25.54 million worth of stocks in companies such as Coinbase, SpaceX, and Circle;
6. ByteDance AI has increased its capital expenditures; investments in data centers and AI infrastructure may reach $70 billion by 2026;
7. Due to a shortage of computing power, Google. has restricted Meta’s use of the Gemini AI model;
8. “Big Brother Machi” posted several tweets about the meme coin Machi, causing the token’s price to surge 235% intraday.

07:29

Michael Saylor Shares Another Update on the "Bitcoin" Tracker; Strategy May Disclose Data on Increased Holdings

Svmuu News Bitcoin Michael Saylor, founder and executive chairman of Strategy, a subsidiary of Treasury Holdings, has once again posted information related to the Bitcoin Tracker, accompanied by the caption, “We’re gonna need more charts.”
Based on past patterns, Strategy typically discloses information regarding its increased holdings of Bitcoin the day after such news is released.

06:59

SOL meme coin ANSEM's market cap has surpassed $92 million, surging more than 490-fold intraday

Svmuu News: According to GMGN market data, ANSEM, a meme coin in the Solana ecosystem, saw its market capitalization briefly surpass $92 million, hitting an all-time high, before falling back to approximately $91 million, with an intraday gain of over 49,000%.
Svmuu reminds investors that meme coins are subject to significant price volatility, driven primarily by market sentiment and speculative hype, and lack clear real-world use cases; investors should be aware of the associated risks.

06:51

Paul Chan: Hong Kong Is a “Super Converter” for Mainland Enterprises Expanding Overseas

Svmuu News: Paul Chan Mo-po, Secretary for Finance of the Hong Kong Special Administrative Region Government, stated in a blog post on the 28th that Hong Kong is not only an important channel for attracting investment but also a “key link” for mainland enterprises and products to enter the international market, as well as a “converter” of standards and rules between technological innovation and international markets. Paul Chan noted that under the nation’s “dual circulation” development strategy, Hong Kong’s international advantages can effectively assist mainland enterprises in connecting with global markets. The mainland’s outstanding scientific and technological innovation capabilities can synergize efficiently with Hong Kong’s international strengths, helping enterprises transform R&D outcomes into overseas orders.
At the same time, Hong Kong can channel international long-term capital to hard-tech enterprises in need of “patient capital,” enabling “small-scale, early-stage, and long-term investments” to support the growth of promising tech companies as well as emerging and future industries. Furthermore, the Northern Metropolis currently under development in Hong Kong aligns closely with the vibrant entrepreneurial ecosystems in places like Xi’an, creating a virtuous cycle in which education, technology, talent, and industry mutually reinforce one another. (Xinhua News Agency)

06:33

SOL meme coin ANSEM's market cap has surpassed $75 million, surging more than 350-fold intraday

Svmuu News: According to GMGN market data, ANSEM, a meme coin in the Solana ecosystem, saw its market capitalization briefly surpass $75 million, hitting an all-time high, before falling back to approximately $74 million, with an intraday gain of over 35,000%.
Svmuu reminds investors that meme coins are subject to significant price volatility, driven primarily by market sentiment and speculative hype, and lack clear real-world use cases; investors should be aware of the associated risks.

06:19

Serenity: Schaeffler has partnered with approximately 45 humanoid robot companies, which could theoretically cover about 50% of the BOM cost for humanoid robots.

According to Svmuu, Serenity posted on X stating that Schaeffler AG is currently an “ideal example” of a company from the automotive industry entering the humanoid robotics sector. The company has a market capitalization of approximately 7.5 billion euros and has already partnered with about 45 humanoid robotics firms. Its business spans core components such as bearings, gearboxes, sensors/ECUs, actuators, and power electronics, which theoretically account for about 50% of a humanoid robot’s bill of materials (BOM) cost. Despite the potential for high penetration, the company currently expects to generate only hundreds of millions of euros in revenue by 2030.

05:53

predict.fun: The probability that “Messi will win the 2026 World Cup Golden Boot” has risen to 53%, up 11% in the last 24 hours

According to monitoring by the Svmuu Seer channel, the probability of “Messi winning the 2026 World Cup Golden Boot” on predict.fun has now risen to 53%, up 11% over the past 24 hours, placing him in first place; the probability of Mbappé winning the Golden Boot is 21%, currently ranking second; Haaland’s probability of winning the Golden Boot is 7%, currently in third place; Cristiano Ronaldo’s probability of winning the Golden Boot is currently only 2%.
On June 28, Argentina defeated Jordan 3-1 in a World Cup group stage match, with Messi scoring another goal. He currently leads the all-time World Cup scoring list with 19 goals.
The Svmuu Seer channel continuously monitors prediction markets, spotting changes before they are priced in.

05:42

Maji Dage posted several tweets about the meme coin Machi, causing the related token to surge 235% intraday

Svmuu News: Huang Licheng, known as “Big Brother Ma Ji,” posted several tweets about the meme coin Machi. The price of the token briefly surpassed $0.0007 and is currently trading at $0.000668, marking a 235% increase for the day.
It is currently unclear whether "Big Brother Ma Ji’s" X account has been compromised; community members are advised to remain vigilant.
Svmuu reminds investors that meme coin prices are highly volatile, driven primarily by market sentiment and speculative hype, and lack clear real-world use cases; investors should be aware of the associated risks.

05:30

A single purchase of $5.455 million worth of SKHYNIX, Binance; the price of SKHYNIX contracts briefly rose to $1,830.

Svmuu News: On-chain analyst Ai posted on X, stating that a user made a single purchase of $5.455 million worth of SKHYNIX at Binance, causing the SKHYNIX contract price to instantly rise to $1,830; it has since fallen back to $1,786.

05:04

Iranian Foreign Minister: Within 30 days, Iran will assume full supervision and control of the Strait; any interference will delay its reopening

Svmuu News: According to Al Jazeera, Iranian Foreign Minister Araghchi stated during his visit to Iraq that the Strait of Hormuz will be under Iran’s full control within the next 30 days. He said, “I have briefed the Iraqi foreign minister on the latest developments in the war imposed on Iran, as well as the progress regarding the memorandum of understanding signed between Iran and the United States.”
“Over the next 30 days, the Strait of Hormuz will remain under Iran’s full supervision and management. Once all obstacles have been removed, the waterway’s full navigability will be restored. This is precisely what we are working toward.” “ “This responsibility rests with Iran. No other party or country is involved in this matter. This is clearly stipulated in the memorandum of understanding, and any interference or unilateral action will exacerbate the situation and delay the reopening of the Strait.” (Jin Shi)

05:04

Analyst: Bitcoin's UTXO indicator suggests the market has entered a capitulation phase and may be approaching the bottom of the cycle

Svmuu News: According to a post by Darkfost, Bitcoin UTXO data shows that the ratio of loss-making trades to profit-making trades in the current market has fallen to its lowest level in this bear market cycle, indicating that investors are entering a clear “capitulation” phase.This metric has been triggered multiple times in the past during market bottoms. The last time a similar low was reached was during the depths of the mid-2023 bear market, when the price of Bitcoin briefly fell to approximately $26,000.

05:01

Citrini Analyst: Early Warning Signs Emerge in the Procurement of High-Purity CO2 for the Semiconductor Industry

Svmuu News: Citrini analyst jukan posted on X, stating that warning signs have emerged regarding the procurement of high-purity carbon dioxide (CO2) used in advanced semiconductor processes, as a significant reduction in CO2 production—the raw material—has resulted from declining operating rates at oil refineries and petrochemical plants.
Semiconductor manufacturers and suppliers typically maintain about two weeks’ worth of inventory each, totaling approximately one month’s supply, but the industry now believes inventory has fallen below one month. Samsung Electronics uses approximately 1,800 to 2,000 metric tons of high-purity CO₂ per month, while SK Hynix uses about 600 to 700 metric tons per month. While Samsung Electronics and SK Hynix have not yet experienced production disruptions, their inventory buffers continue to shrink, and both companies are stepping up procurement efforts; however, securing additional supplies remains difficult even at higher prices.
Prices for liquefied CO₂ have risen by about 20% since the beginning of the year, and the industry believes the supply shortage is likely to persist through the end of the year. Major domestic suppliers of high-purity CO₂ include Taekyung Chemical, Sundo Chemical, Dongkwang Chemical, and SK Air Plus, with Taekyung Chemical considered the market leader.

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