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6/29
10:02
Svmuu News: U.S. Democratic Senator Mark Warner plans to release a draft discussion paper on AI on Monday, focusing on the rapidly evolving field of “AI agents.” Currently, dozens of AI-related bills have been introduced in the U.S. Congress, covering areas such as deepfakes and model safety; this draft, however, extends the regulatory focus further into the cutting-edge field of AI agents.
Compared to conversational applications such as ChatGPT and Claude, AI agents are emerging as a key driver of AI technology growth and capital investment. Widely used in customer service systems, automated task processing, and various online service scenarios, they represent a major direction for the next phase of the AI industry’s development. (The Information)
09:56
Svmuu News UBS raised its target price for TSMC, the world’s leading wafer foundry, from 3,000 New Taiwan dollars to 3,400 New Taiwan dollars on Monday, while maintaining a “Buy” investment rating.At the same time, the brokerage firm raised its 2026 overall revenue growth forecast for TSMC, noting that the company’s earnings growth momentum is expected to continue over the medium to long term. It also anticipates that the company will likely initiate product price increases in early 2027, further boosting its profit margins.
UBS It is projected that TSMC will continue to increase its capital expenditures from 2026 to 2028 and implement multiple rounds of capacity expansion plans, effectively alleviating industry pain points such as chip supply shortages and customer supply chain concentration.Current market demand for CPUs, AI accelerators, and edge computing applications continues to grow, serving as the core driver for the company’s capacity expansion. (CLS)
09:54
Svmuu News: The U.S. Supreme Court has declined to review the constitutionality of a now-repealed U.S. Securities and Exchange Commission (SEC) policy. That policy had required individuals and companies that reached enforcement settlements with the SEC to refrain from publicly criticizing or challenging the allegations made by the Wall Street regulator. On Monday, the U.S. Supreme Court Justices, without providing any explanation, dismissed a challenge regarding whether the SEC’s so-called “gag rule” violated individuals’ constitutional rights. (Jin Shi)
09:53
Svmuu News: Tether has officially released version 0.14.0 of its AI development tool, QVAC SDK, which iterates on the local AI development stack by focusing on three key areas: accelerating local inference on mobile devices, supporting multilingual speech, and optimizing for cross-platform computing power.
This update introduces an OpenClaw compatibility path to help developers deploy locally coded agents at a low cost; the Supertonic3 speech component has expanded its text-to-speech language support from 5 to 31; and both Chatterbox and Supertonic now support Android GPU execution and feature optimized memory consumption.At the system level, Linux now features a dynamic computing backend that automatically matches the optimal execution environment while programs are running. This architecture lays the technical groundwork for future compatibility with CUDA and ROCm GPU computing power, lowering the barrier to entry for on-device multimodal AI projects.
09:49
Svmuu News: On June 29, Bank of America Securities projected that U.S. nonfarm payrolls would rise significantly by 110,000 in June, driven primarily by moderate initial jobless claims and strong ADP employment data. Bank of America Securities also noted downside risks, suggesting that the surge in employment in the leisure and hospitality sectors in May may have been influenced by either the World Cup or Memorial Day; if the latter is the case, June’s employment figures could see a pullback. The firm added that a strong jobs report could further solidify the market’s inclination toward its previous forecast of three interest rate hikes in 2026.
09:42
Svmuu News: After three months of steady growth, Bank of America Securities expects nonfarm payrolls to rise significantly by 110,000 in June, driven primarily by moderate initial jobless claims and strong ADP employment data. However, they also see downside risks. The surge in the leisure and hospitality sector in May may have been influenced by the World Cup or Memorial Day. If the latter is the case, June’s employment data could see a slight pullback. They added, “A strong jobs report could make the market lean more toward our previous forecast of three rate hikes in 2026.” (Jin Shi)
09:40
Svmuu News: According to data from MSX.COM, the U.S. stock market’s storage sector saw mixed performance, with Western Digital rising more than 2%, Seagate Technology up 2%, SanDisk down 1%, and Micron Technology down more than 2%.
Strategy, a cryptocurrency-related stock, rose more than 4% after the company announced it would repurchase up to $1 billion in Class A common stock.
09:38
Svmuu News: According to the latest data from Gate, the price of gold has fallen to $4,040.87 per ounce, marking a 1.15% decline for the day. The price of silver has dropped to $58.415 per ounce, down 0.39% for the day.
The BVIX (BTC Volatility Index) is currently at 45.8, up 1.42% for the day. The EVIX (ETH Volatility Index) is currently at 59.56, down 0.33% for the day.
In the foreign exchange market, the U.S. dollar against the offshore yuan (USD/CNH) rose 0.03% intraday, with the current exchange rate at 6.79964. The U.S. dollar against the Japanese yen (USD/JPY) rose 0.13% intraday, with the current exchange rate at 161.925.
In global stock indices, the Europe 50 Index (EUSTX50) fell 0.3% intraday to 6,230.13 points; the UK FTSE 100 Index (UK100) rose 0.09% on the day to 10,506.4 points; and the German DAX 40 Index (GER40) fell 0.17% on the day to 24,712.1 points. In the commodities market, WTI crude oil fell 0.86% intraday to $70.69 per barrel. Brent crude oil rose 0.44% intraday to $73.67 per barrel.
Gate enables users to trade traditional financial market products directly on the platform, offering one-stop access to a wide range of asset classes including precious metals, foreign exchange, global stock CFDs, major indices, and commodities, thereby achieving deep integration between crypto assets and traditional financial assets. Gate TradFi features have been fully integrated into the Gate App and web platform, allowing users to conveniently trade global assets without switching platforms. This unlocks additional strategies and opportunities beyond the crypto market, continuously enhancing the multi-asset allocation experience.
09:33
Svmuu News: According to data from MSX.COM, at the opening of U.S. markets, the Dow Jones Industrial Average rose 0.31%, the S&P 500 Index rose 0.56%, the Nasdaq Composite rose 0.93%, and the VIX fear index fell 1.3%.AI-related stocks saw widespread gains, with Baidu. up 4.6%, AeroVironment up 4.46%, Oracle up 3.51%, Atlassian up 3.22%, and Palantir up 3.1%.
It is reported that MSX is a leading RWA trading platform that has listed hundreds of RWA tokens to date, covering popular U.S. stocks and ETF tokens such as NVDA, GOOGL, MSFT, AMZN, META, TSM, and AMD.
09:32
Svmuu News: Cryptocurrency exchange Bybit has announced that, effective immediately, it will cease providing cryptocurrency trading services to all users residing in the European Economic Area (EEA). The company also stated that it will guide affected customers to transfer their accounts to its EU entity, which has obtained a MiCA regulatory license, in order to comply with local regulatory requirements and complete the necessary business compliance adjustments.
09:31
Svmuu News: Nebex, an early-stage space fintech company founded by former Axiom Space CEO Tejpaul Bhatia, announced the completion of a $30 million seed round led by Google Ventures, a subsidiary of Alphabet. Nebex aims to build an online platform connecting transactions across the global space industry, matching U.S. space companies with foreign agencies seeking to procure or build space capabilities, as well as investors looking to participate in related financing, and charging transaction fees. The project is reportedly viewed as a combination of “space economy and financial infrastructure.” (Bloomberg)
09:29
Svmuu News: The Kobeissi Letter published an analysis on X stating that leveraged crypto assets have taken a heavy hit, with Strategy-related leveraged long ETFs experiencing significant pullbacks. The 2x long products MSTX and MSTU have both fallen more than 82% year-to-date, hitting their lowest levels since their 2024 listings, while another leveraged product, MSTP, has also fallen approximately 81% since its June 2025 listing.
During the same period, Strategy’s stock price has fallen by about 46% year-to-date, hitting its lowest level since February 2024. Since their launch in 2024, long-short leveraged ETFs linked to Strategy have fallen by more than 90% overall. Analysts believe that the leverage effect is significantly amplifying the downside risk of crypto-related assets.
09:26
Svmuu News: Hassett, Director of the White House National Economic Council, stated that to celebrate the official launch of the “Donald Trump” accounts for minors, officials from Nasdaq, and the New York Stock Exchange plan to jointly ring the opening bell in the White House Oval Office.
Hassett said, “Next week, we will hold a grand opening bell ceremony, during which Nasdaq and the New York Stock Exchange will ring the bell together in the Oval Office for the first time. They are doing this to celebrate the official launch of the ‘Donald Trump’ and to let everyone know that now is the time to open an account for their children—even if the children weren’t born this year.” Donald Trump This previously announced tax-advantaged savings account will officially launch on July 4. All U.S. citizens born between 2025 and 2028—a timeframe that spans Donald Trump’s second presidential term—will receive an initial investment of $1,000 from the U.S. government.
However, older children may also open and use these accounts. In addition, some eligible children will receive a $250 contribution from Dell Technologies founder Michael Dell and his wife, Susan. The White House did not immediately respond to a request for comment regarding these arrangements. Donald Trump In December 2024, prior to his second presidential term, he rang the opening bell at the New York Stock Exchange. (Jin Shi)
09:24
Svmuu News Ethereum Tom Lee, Chairman of the treasury firm Bitmine, shared his views on the recent weakness in the crypto market. He noted that as the end of the second quarter approaches, institutions are generally engaging in window-dressing—selling off assets that have underperformed during the quarter—which is putting short-term downward pressure on cryptocurrency prices. Last week, Ethereum fell by approximately 8% in total.
Tom Lee also pointed out that industry fundamentals continue to improve, citing the official launch of Ethlabs and the Bank of England’s increasingly lenient stance on stablecoin regulation. He remains bullish on the crypto sector in the long term, noting that the two core growth drivers remain unchanged: first, Wall Street’s continued investment in crypto infrastructure; and second, the gradual integration of blockchain into AI-powered payment systems.
Bitmine will adhere to a long-term strategic approach, formulating strategies centered on these two exponentially growing sectors, and will continue to target holding 5% of the total circulating supply of Ethereum by 2026 as its core development goal. (PRNewswire)
09:22
Svmuu News: According to market reports, investors in the UK digital bank Atom Bank are considering suspending the sale process. (Jin Shi)
09:20
Svmuu News: On-chain analyst Yu Jin posted on X that MicroStrategy did not purchase any BTC last week. Bitcoin Strategy MSTR currently holds a total of 847,363 BTC, valued at $50.842 billion, with an average cost basis of $75,651 per coin. It is showing an unrealized loss of $13.262 billion, representing a 20.7% loss. Ethereum BitMine (BMNR) purchased 27,084 ETH last week at a price of approximately $1,648, for a total value of $44.63 million;It currently holds a total of 5,700,004 ETH, valued at $8.978 billion, with an average cost of $3,399 per coin, resulting in an unrealized loss of $10.397 billion, representing a loss of 53.6%.
09:17
According to monitoring by the Svmuu Seer channel, in the “World Cup Round of 16: Netherlands vs. Morocco” prediction event on predict.fun, the probability of a Netherlands victory is currently reported at 43%; the probability of a draw is currently reported at 32%; and the probability of a Morocco victory is currently reported at 27%. This market refers only to the match result within the first 90 minutes of regular playing time (including injury time).
At 9:00 a.m. Beijing Time tomorrow, the Netherlands will face Morocco in the World Cup Round of 16—a matchup between the “Uncrowned Kings” and a powerhouse from Africa. The Netherlands has never lost to an African team in World Cup history.
The Svmuu Seer Channel continues to monitor the prediction market, spotting changes before the odds are set.
09:12
Svmuu News: Meta Platforms stated that internal documents show the company has imposed restrictions on the use of Claude and Codex due to concerns about model distillation risks.
09:05
Svmuu News: Internal documents reveal that Meta Platforms (META.O) has imposed restrictions on the use of Claude and Codex due to concerns about model distillation risks. (The Information)
09:05
Svmuu News Bitcoin Infrastructure company Breez has added a new feature to its developer toolkit that allows users to send USDC and USDT to more than 30 blockchain networks directly from their Bitcoin balances, without the need to convert or hold stablecoins in advance.

This feature combines the Lightning Network with an automatic conversion mechanism. After the user enters the recipient’s wallet address, the Breez SDK identifies the target blockchain, calculates the conversion path, and displays the amount, network, and fees before the payment is confirmed.The transaction is then routed through liquidity providers such as Flashnet and Boltz, which convert the sender’s Bitcoin into stablecoins and send them to the recipient’s chosen blockchain.

Breez states that users retain their “Bitcoin” until the payment is initiated, while recipients receive stablecoins on their preferred blockchain. This feature operates in a non-custodial mode and initially supports only outgoing stablecoin transfers; future versions are planned to support receiving stablecoins from external blockchain networks.

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