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The stock market boom fueled by AI fever
From Token Explosion to Physical Bottlenecks: Agentic AI-Driven Storage Bull Market
The worst shortage in 15 years! Why is AI inference "devouring" global storage capacity?
AI has entered its "second phase," which is the phase where semiconductors are directly transformed into productivity.
The AI computing power bull market has triggered a surge in private equity net asset value. Fund managers are betting on optical modules and memory chips. Silicon-based assets are soaring while carbon-based assets are sluggish. Amid FOMO, should investors chase the light or hold on?
From founder Dario Amodei's personal obsession to the infighting among US AI factions and the geopolitical game of decoupling US and Chinese AI, the Anthropic account suspension controversy is more of an inevitable result of the intertwining of multiple forces and the collision of multiple contradictions.
How much did Google release in one go? A complete overview of I/O 2026.
Google I/O 2025 unveiled Gemini Omni and 3.5 Flash, with monthly token processing exceeding 30 quadrillion. The Agent platform Antigravity 2.0 was launched, marking the full-scale transition of AI into the Agent era.
Macro Insights
South Korean stocks are soaring, with seniors withdrawing from their pension plans and borrowing money to speculate on stocks, leveraging up to the maximum and rushing into Samsung and SK Hynix – a frenzy of gambling with their retirement savings.
Warsh's First Deadly Situation: Interest Rate Cuts, Inflation, and a Torn Fed
Trump chose Warsh to cut rates, but Warsh inherited a Federal Reserve riddled with internal divisions: high inflation, rare dissent within the FOMC, and a closed window for rate cuts. The June 17th FOMC meeting may completely alter market expectations.
The bond market dealt a blow to the AI bull market.
Global bond yields surged, putting pressure on US tech stock valuations and threatening to end the AI bull market. With renewed inflation and a shift in Federal Reserve policy, how should investors navigate market volatility?
Why did Musk lose the landmark lawsuit?
The judge dismissed all of Musk's allegations on the grounds that the statute of limitations had expired, and did not make a substantive ruling on the core fact of whether he had betrayed the original nonprofit mission.
With Warsh taking over as Federal Reserve Chairman, the 30-year Treasury yield has broken through 5%, putting pressure on high valuations in the US stock market. Long-term interest rates remain high, shaking the foundations of the AI bull market, and risks are accumulating.
From TACO to NACHO: How the Hormuz Crisis Rewrote the Macro Pricing Logic of the Crypto Market
The TACO deal bet on political concessions, while the NACHO deal faces physical bottlenecks and trust breaches that are more difficult to reverse quickly.
Organizations and celebrities' creative ideas
The Web3 industry is mired in a deep winter, with Ethereum faltering and AI talent draining away. Practitioners are undergoing a great self-rescue. How will Vitalik and the OGs shoulder this responsibility?
Have even Solana's die-hard fans changed their minds? Multicoin and Helius team up to declare: Zcash is the ultimate solution for privacy.
The worst day of a bear market is often the beginning of a bull market.
Bitwise CIO: Why is Hyperliquid, which has risen 77% this year, still severely undervalued?
Hyperliquid has evolved from a simple crypto exchange into a "super app" covering all assets, including stocks, commodities, and prediction markets.
AI data center connectivity is replacing computing power as a new bottleneck. Copper-optical interconnects will coexist for a long time. The direction of CPO is clear, but large-scale deployment will not be until after 2028. The more certain performance in 2026 will be in PCB, ABF, LPO/NPO and other segments.
As AI makes it easier to build product prototypes, where does the real difficulty of starting a business shift to?
Seize the opportunity
Hyperliquid has evolved from a crypto DEX into a 24/7 exchange for everything, pricing WTI crude oil 48 hours in advance during the Iranian airstrikes, with traditional asset trading accounting for 35% of its revenue, and its income approaching that of the CME.
Seven dimensions for analyzing US stock earnings reports: business model, revenue quality, profit margin, cash flow, balance sheet, management guidance, and valuation logic.
A review of over 30 humanoid robot companies: Who will emerge victorious in 2026?
The humanoid robot industry is at a turning point in its development. There are currently no absolute winners, and the next 2-3 years will be a decisive window of opportunity.
A 13F report from Leopold Aschenbrenner's situational awareness fund, a 24-year-old Wall Street rising star, has been released, revealing that the fund has made a massive purchase of $8.46 billion in chip put options, shorted Nvidia, Broadcom, and other companies, and also heavily invested in AI infrastructure and Bitcoin mining companies, bringing its total size to $13.7 billion.
It covers real-world deployment cases, companies, and robot models in industries such as manufacturing, healthcare, education, military, and retail, and analyzes the market landscape and future trends dominated by China.
Web3 Matters
He traded $780 million for two pizzas, and he has never said he regretted it.
The Moutai Moment: When liquidity dries up, everyone flocks to Hype and ZEC.
The end result of group buying is either a rise in prices where everyone profits and cashes out, or a stampede-like exodus where the last person to enter takes all the chips.
Entrepreneurs from Farms: After Building Flying Cars, They Bet $39 Billion on Robotics.
The world surrounding Figure AI encompasses both grand visions of a general robotic workforce and concerns about its overvaluation, premature commercialization, safety risks, and technological roadmap. To understand Figure, one must first understand how its founder, Brett Adcock, has led the company to where it is today.
Duan Yongping has made his first investment in a crypto company, but why Circle?
Stablecoin companies like Circle are becoming the easiest bridge for traditional capital to understand and accept.
In just a few months, several core members have left the Ethereum Foundation (EF), further dampening the already low morale of the Ethereum community, especially given the current relatively weak performance of ETH prices.
Recently, Ethereum's price has consistently lagged behind mainstream assets, failing to break through resistance levels multiple times. Meanwhile, with spot demand for Ethereum falling to its lowest level this year, market concerns about further downside are growing, and institutional activity is gradually becoming a focus.
Key Information
Glassnode: Nearly $500 billion worth of Bitcoin faces the risk of future quantum computing attacks.
Trump Media deposited 2,650 BTC, worth $205 million, into Crypto.com.
The German Bundestag has rejected a proposal to increase taxes on cryptocurrencies.
Coinbase will launch its first batch of perpetual stock index futures on June 8.
Hyperliquid ecosystem DAT holdings account for 10% of HYPE's circulating supply.
FOX Business: The Iranian government holds approximately $7.7 billion in digital assets.
Bankless co-founder David Hoffman says he has liquidated his ETH holdings.
Nvidia's first-quarter revenue was $81.62 billion, an 85% year-over-year increase.
The US SEC chairman is seeking public comment on prediction market ETFs.
In addition to the Bitcoin ETF, Truth Social also withdrew applications for two other crypto ETFs.
Coinbase adds MetaDAO (META) and Derive (DRV) to its listing roadmap
RWA's total market capitalization surpassed $65 billion, with Ethereum leading the pack at 33%.
Tokenized stocks saw record daily trading volume, reaching $3.57 billion.
Canaan Technology reported first-quarter revenue of $62.7 million and a net loss of $88.7 million.
Beneficiaries of Cerebras IPO Revealed: Foundation, Benchmark, and OpenAI All Profit
