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6/29
08:25
Svmuu News: White House Press Secretary Levitt stated that U.S. Presidential Envoy Witkov and Donald Trump son-in-law Kushner will attend the Iran conference; Iran would be well advised to reach a favorable agreement with the United States; technical negotiations will be held concurrently with the high-level talks; Donald Trump hopes the peace process will proceed smoothly, while reserving the right to use military force if necessary.(Jin Shi)
08:20
Svmuu News: On-chain analyst Yu Jin posted on X that Strategy currently holds $2.55 billion in USD reserves, enough to cover interest payments for a year and a half. Strategy may sell some BTC at any time to raise up to $1.25 billion to replenish its dollar reserves—which, at current prices, amounts to approximately 20,600 BTC—and may conduct share buybacks worth up to $1 billion.
08:18
Svmuu News: Possibly driven by the positive news that Strategy announced it would use up to $1 billion to repurchase digital credit securities (including STRC), STRC rose 9.41% in premarket trading and is currently trading at $81.59.
Previously, Strategy, a Bitcoin, announced the launch of a new capital framework that includes a $1 billion digital credit securities buyback program to optimize its capital structure. At the same time, the company’s board of directors approved a plan to monetize its Bitcoin, aiming to raise up to $1.25 billion through related operations to bolster its U.S. dollar reserves.As of June 28, Strategy’s U.S. dollar reserves stood at approximately $2.55 billion. The new capital arrangements are reportedly designed to enhance liquidity management capabilities and improve the overall flexibility and resilience of the balance sheet.
08:08
Svmuu News: Michael Saylor posted on X, stating that Strategy holds $2.55 billion in U.S. dollar reserves, as well as $1.25 billion in liquidated BTC available for building reserves, with total dividend coverage amounting to $3.8 billion—equivalent to 25.9 months.
08:07
Svmuu News: Michael Saylor posted on X, stating that Strategy ($MSTR) will remain disciplined when raising capital through stock offerings, especially when the stock price is near or at 1x market net asset value (mNAV). He emphasized that Strategy will not over-rely on equity financing when valuations are weak or close to net asset value, in order to avoid unnecessary dilution of the shareholder structure and maintain the soundness of long-term capital operations.
08:04
Svmuu News: According to market reports: Bitcoin Strategy, a treasury management firm, announced the launch of a new capital framework, which includes a $1 billion digital credit securities repurchase program designed to optimize its capital structure. At the same time, the company’s board of directors approved a plan to monetize its “Bitcoin,” aiming to raise up to $1.25 billion through related transactions to bolster its U.S. dollar reserves.As of June 28, Strategy’s U.S. dollar reserves stood at approximately $2.55 billion. The new capital arrangements are reportedly designed to enhance liquidity management capabilities and improve the overall flexibility and resilience of the balance sheet.
08:02
Svmuu News: Binance The wallet has announced that it has become an Aster validator. As part of the Binance wallet’s ongoing support for on-chain ecosystem infrastructure, the Binance wallet will now support Aster as a validator. This reflects the Binance wallet’s role as a provider of technical infrastructure services, supporting broader on-chain accessibility and network participation.
07:56
Svmuu News: As investors continue to worry about Microsoft (MSFT.O)'s prospects in the age of artificial intelligence, the software giant's stock is on track for its worst monthly performance since the dot-com bubble era.The stock has fallen 17% in June and, if this trend continues, will post its worst monthly performance since December 2000.The sell-off has wiped more than $570 billion off the company’s market capitalization; before rebounding on Friday, the stock had fallen to its lowest closing price of 2023 on Thursday.
Jack Ablin, chief investment strategist at Cresset Wealth Advisors, which holds the stock, said, “Microsoft is facing dual pressures: concerns over spending on artificial intelligence (AI) and fears of the disruptive impact of AI. Although it seems like a good investment given its low valuation, I feel that investors are currently adopting a ‘sell first, ask questions later’ approach.” (Jin Shi)
07:53
Svmuu News: Commercial space company Rocket Lab (RKLB) officially announced that it has acquired all outstanding common shares of Iridium Communications, a publicly traded satellite service provider listed on the Nasdaq, at a price of $54 per share on the U.S. stock market. This represents an enterprise value of approximately $8 billion for Iridium Communications.
Driven by this positive news, RKLB surged nearly 12% in premarket trading, currently trading at $94.62. (Globenewswire)
07:52
According to PPP’s prediction market monitoring, in the Polymarket prediction event “2026 World Cup Round of 16: Netherlands vs. Morocco,” total profits exceeded $229,000 from “smart money” (Address: 0x0c787cc2962ee6464414da592b892c3886e077f1) purchased $116,000 worth of shares betting that the Netherlands would defeat Morocco, with an average entry price of 43¢, with 274,653.6 shares purchased; currently showing a paper loss of $1,373.
The Round of 16 match between the “Uncrowned Kings” of the Netherlands and Africa Cup of Nations champions Morocco will kick off on June 30 at 9:00 a.m. Beijing Time. Morocco has just climbed to No. 6 in the FIFA rankings, one spot above the Netherlands. In this World Cup, the Netherlands are dubbed the “Tulips with a strong offense but weak defense,” while Morocco are known as the “Upgraded Atlas Lions”—making this match full of suspense.
Svmuu Seer continues to monitor the prediction markets, spotting shifts before prices are set.
07:51
Svmuu News: Michael Anderson, co-founder of Framework Ventures, noted in his analysis that the core opportunities in the next phase of the crypto industry may no longer be limited to crypto assets themselves, but rather lie in serving as the financing infrastructure for capital-intensive industries such as artificial intelligence, robotics, and energy, with blockchain acting as the capital layer.
Compared to the 2020–2021 cycle, which centered on DeFi and crypto speculation, tokenization and stablecoins are evolving from crypto-native applications into financial infrastructure serving the real economy, providing more efficient financing channels for assets such as GPU computing power and energy projects. Currently, over $300 billion in on-chain stablecoin liquidity provides a new source of funding for asset-backed lending, making it possible to package equipment that is traditionally difficult to securitize—such as servers and computing hardware—into financeable assets. (CoinDesk)
07:45
Svmuu News Goldman Sachs Analyst James Yaro released a research report on Robinhood (HOOD), maintaining a “Buy” rating and raising the price target once again from $108 to $121.
07:45
Svmuu News: Anthropic CEO Dario Amodei told lawmakers during a speech before the U.S. Congress that the development of open-source AI is heading down a “very dangerous path.” Once powerful AI models are released as open source, developers will lose the ability to effectively regulate how the models are used—including the inability to monitor misuse, revoke access, or dynamically update security measures—thereby significantly increasing potential risks. Dario Amodei emphasized that, compared to closed-source model systems, fully open models are more difficult to subject to continuous security governance, potentially creating irreversible risks of misuse. (BitcoinNews)
07:44
Svmuu News Ethereum Layer 2 project Taiko announced that its fix has passed review by independent security experts, and the mainnet will resume operations in four steps, including: deploying the fix and verifying the correct final state of the chain to ensure there are no forged checkpoints or that records submitted by attackers are not accepted;replenishing liquidity in the cross-chain bridge to ensure all L2 assets maintain a 1:1 reserve; resuming network operations and reopening L2 transfer, exchange, and trading functions; and having the Security Committee propose lifting the suspension of the cross-chain bridge to fully restore asset inflows and outflows.
Taiko stated that relatively conservative withdrawal limits will be implemented during the initial reopening phase as an additional security measure, but this is not expected to impact users’ normal asset operations.
07:42
Svmuu News: Eric Balchunas, a senior ETF analyst at Bloomberg, wrote that while the S&P 500 is currently at a record high, money market fund (MMF) assets have also reached a new high,This “coexistence of stock market highs and cash highs” presents a stark contrast, but for bulls, it means there is still a large amount of “dry powder” yet to enter the market,A significant influx of capital back into the stock market may not occur until interest rates fall below 3%, as in the current 4% yield environment, investors prefer to hold money market funds—which offer stable net asset values and no risk of drawdowns—rather than bond ETFs.
Balchunas believes that the sharp pullback in the bond market in 2022 (such as the AGG index falling by approximately 13%) has eroded investor confidence in traditional bonds, leading money market funds to serve as a substitute for traditional bond allocations to some extent; furthermore, macroeconomic uncertainty in the U.S. (including policy factors related to “Donald Trump”) has also intensified investors’ wait-and-see sentiment.
07:38
Svmuu News: The Iranian military announced that all vessels passing through the Strait of Hormuz are permitted to use only the channel south of Larak Island. Previously, on the 28th, Iranian authorities announced that vessels transiting the Strait of Hormuz must still coordinate with the Revolutionary Guards; the safest route for vessels entering the Persian Gulf is south of Hormuz Island, while those leaving the Persian Gulf should use the channel south of Larak Island. (CCTV)
07:34
Svmuu News: U.S. President Donald Trump stated that Iran has requested a meeting. The meeting will take place tomorrow in Doha. (Jin Shi)
07:33
Svmuu News: FundBank has rebranded as IRACE Digital and acquired Tenet Bank in the Cayman Islands. The specific acquisition amount has not yet been disclosed. The transaction integrates digital asset banking services and fintech-focused clients into IRACE’s existing institutional banking operations. John Cronin, former CEO of Zodia Custody, has been appointed Global CEO, and IRACE is expanding into the areas of custody, liquidity, and trading infrastructure. (CoinDesk)
07:32
Svmuu News: U.S. President Donald Trump stated that gasoline prices are falling rapidly, WTI crude oil prices have dropped to $69 per barrel and are trending downward, and this price is lower than it was before the war with Iran. (CLS)
07:30
1. Samsung announced plans to invest 2030 trillion won in semiconductor industry clusters in Yongin and Pyeongtaek, South Korea;
2. Vitalik Buterin: The obfuscation protocol iO can build nearly trustless voting systems and auction protocols;
3. Micron (MU) is more important than NVIDIA! Citrini analysts say AI model inference performance relies more on memory than on GPUs;
4. Kalshi’s weekly nominal trading volume surpassed $10 billion for the first time;
5. Musk: SpaceX plans to release a brand-new AI model every month this year;
6. Starting July 1, nearly 20 semiconductor companies launched a new round of price hikes;
7. Changxin Memory secures a $3 billion memory chip supply agreement with Tencent;
8. The market views Samsung and SK Hynix’s investment plans favorably; further policy measures will be closely watched;
9. Atreides founder: DRAM remains the most significant bottleneck for AI and will account for 30%–40% of data center capital expenditures by 2027;
10. A Hyperliquid “whale,” who previously profited $13.68 million by shorting 16 altcoins, is suspected of having transferred a cumulative total of $21.82 million in ETH to exchanges.

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