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Stock Market Fluctuations Amid AI Craze

Where is the real AI bubble? Which players are swimming naked?

Is the AI ​​bubble real or fake? A five-layer computing power pyramid is broken down: TSMC locks in supply, optical modules are the biggest bubble, and short sellers are eyeing depreciation and GPU credit risks.

Microsoft unveiled seven self-developed models at its Build 2026 developer conference, heralding the arrival of the "Agent-first" era.

Microsoft Build 2026 released seven self-developed MAI models, launched the Scout agent and the system-level security sandbox MXC, and implemented full-stack AI.

Jensen Huang recommends a buy signal, and MRVL surges 32%: What other hidden stocks in the optical module sector could double in value?

Jensen Huang specifically named MRVL, which surged 32% in a single day. A deep dive into the optical module industry chain reveals hidden targets in bottleneck areas such as indium phosphide, lasers, and DSPs. Nvidia has invested billions to bet on fiber optics and optical interconnects.

Hidden Key Points from Jensen Huang's GTC Speech: Nvidia's Entry into PC Chips Benefits ARM the Most

Nvidia's GTC launch of the RTX Spark chip brings triple benefits to the ARM ecosystem: an upgrade in the narrative of high-performance AI PCs, increased royalty per chip, and ecosystem endorsement. ARM shares rose 14% pre-market, but with a valuation as high as 50 times P/S, the market has already regarded it as an AI CPU platform company.

Macro Insights

Those looking to hedge should buy gold and oil; those hoping for a surge should buy AI; and "outdated" Bitcoin has entered a bear market.

Bitcoin fell to a two-month low of $66,123, while Ethereum also declined. Behind the outflow of funds from ETFs and the reduction of holdings by Strategy, the underlying reason is that Bitcoin is losing out to the competition from assets such as gold and AI, and the scarcity narrative has failed.

In just six months, South Korean stocks have "earned" a staggering 1000 trillion won, averaging 20 million won per person – an unprecedented level of wealth creation.

The South Korean stock market has entered a super bull market, with AI-driven growth and real estate policies propelling the KOSPI to surge by 109%, increasing household assets by 1,000 trillion won. Can this wealth effect be sustained?

Seeking Alpha Hot Article: Why might the US stock market crash in June?

Investors should prepare for a major pullback, potentially as severe as the bear markets of 2000 and 2008. Remember, bubbles always burst.

South Korea's cryptocurrency "kimchi premium" has begun to turn negative, turning the cryptocurrency superpower into a stock market superpower.

South Korean retail investors are withdrawing from the crypto market, and the trend of net capital outflow has already left a clear mark on the price structure.

While the entire world is hitting new highs, the cryptocurrency market has become the "earthquake victim."

The surge in South Korean stocks has created a new breed of "sharp-tongued poor," exacerbating structural losses in the crypto market, and causing funds to flow into US stocks as Bitcoin loses favor. Beware of FOMO and chasing rallies; don't let missing out force you to jump on the last train.

Organizations and celebrities' creative ideas

Variant, a crypto VC that bet on Ethereum and Solana, has now staked $222 million on AI.

From Web3 to AI Agent, veteran crypto VC Variant bets 200 million yuan on transformation.

IOSG: Breaking down the 2026 CEX listing path: Who is setting the price, and who is taking over?

The 2026 bear market reshaped the listing logic of CEXs. Coinbase and ByBit led the price discovery, Binance used a tiered screening and verification process, the listing path determined the difference in returns, and structured cognition became a key source of alpha.

US Stock Market Correction Warning: What are the Real Risks of AI? A Comprehensive Analysis of New Fund Flows in Software Stocks, Optical Interconnects, SpaceX, and Bitcoin

The inflection point for AI commercialization has arrived, with Nvidia and the optical interconnect sector experiencing explosive growth. How should investors position themselves in US stocks and cryptocurrencies amidst the reshaping of macro liquidity? Top investor Frank breaks down the cross-market investment framework.

Seize the opportunity

This group of cryptocurrency enthusiasts made 10 million in a week through arbitrage on US stocks.

Bitcoin plummeted from $120,000 to $60,000, yet the cryptocurrency market is eyeing arbitrage opportunities in US stock perpetual contracts. Samsung's annualized funding rate of 364% allowed skilled traders to earn $2.4 million on Hyperliquid. Institutional investors are also starting to position themselves, opening an early window for profit.

Capital flees in panic, Bitcoin enters a volatile summer.

The AI ​​frenzy propelled US stocks to new highs, but Bitcoin bucked the trend and faced pressure. With a surge in selling pressure and accelerated capital outflows, Bitcoin repeatedly breached several key psychological levels.

After collaborating with 35+ DeFi projects, Pink Brains discovered a new KOL marketing rule for 2026.

New DeFi Marketing Strategies: Starting with user behavior, we reveal the secrets of KOL collaborations, real returns, value-capturing tokens, and airdrop strategies to help you seize the core trends of 2026.

Trading Reflections: Why does trading cryptocurrency become increasingly difficult the longer you trade? Actually, your brain has been "damaged" by stress.

Trading psychology is key to success or failure in cryptocurrency trading; protecting the nervous system and mental health is more important than technical skills. This article delves into how to avoid impulsiveness and despair, enabling long-term survival in the brutal market.

Comic Strip Explanation: Helping You Understand China's New Regulations on Outbound Investment

The State Council has issued new regulations on outbound investment, which will take effect in July 2026. Blockchain companies and individuals going global need to pay attention to investment compliance, funding channels, and security reviews. Violations will result in fines and restrictions.

HYPE's market capitalization has broken into the top ten, and ICE has publicly praised it. Could Hyperliquid be "recruited" by ICE?

HYPE broke through $72, hitting a new all-time high, and its market capitalization surpassed Dogecoin to enter the top ten globally. With 90% of its revenue used for buybacks, its ETFs continuing to attract funds, the US approving perpetual contracts, and ICE publicly expressing its support, how will Hyperliquid secure its place in the mainstream financial markets?

Web3 Matters

Zcash was found to have a forgery vulnerability by AI, causing ZEC to plummet amid a crisis of confidence.

Although the founders claimed that the possibility of it being maliciously forged was very low, the truth is still unknown, and many investors have chosen to liquidate their positions and wait and see.

STRC falls below $95: Why the continued divergence? Is there a risk of default?

Given the downward pressure on Bitcoin, is the preferred stock model still viable?

Bloomberg reveals how wealthy Chinese individuals circumvent the annual limit of 50,000 yuan to transfer assets.

China's new foreign exchange controls have tightened, exposing $150 billion in grey market outflows. Bloomberg analyzes five major pathways, including underground banks and small-scale money laundering, with cryptocurrency channels now under judicial scrutiny.

Tianya is back: The sentiment is real, and the Web3 packaging is real too.

Tianya Community has relaunched, with a 1999 yuan digital badge binding Web3 governance, distribution, and equity channels. Can this old forum be reborn through blockchain?

Binance aims to become a "super app": listing over 7,000 US stocks and ETFs, and focusing on stock tokenization.

Binance has launched a stock trading feature, supporting 7,000 US stocks with zero commission and a minimum purchase of $5. It also announced the bStocks tokenized stock program, which allows users to convert stocks into BNB on-chain digital assets, accelerating the integration of traditional finance and the crypto world.

Key Information

• Jiang Zhuoer: I have bought back all my ETH positions at $1645 and expect to sell them after a rebound within 1-3 days.

• Strategy's Bitcoin holdings have a paper loss of $11.07 billion, and Bitmine's Ethereum holdings have a paper loss of $9.58 billion.

• Zcash founders disclosed details of a serious forgery vulnerability in Orchard, stating that "the likelihood of it being exploited is low." ZEC fell below $260, a daily drop of 53.44%.

• A new wallet has added approximately 140,000 HYPE tokens to its holdings, bringing its total purchases to over 900,000 HYPE tokens in the past three days.

• A wallet associated with "7 Siblings" purchased 32,900 ETH, while another whale, dormant for three years, sold 10,000 ETH.

• Arthur Hayes' linked wallet deposited 85,714 HYPE tokens into Bybit.

• BlackRock transferred 5,212 BTC and 20,000 ETH to Coinbase Prime.

• SpaceX launches IPO roadshow, plans to issue 556 million shares at $135 each.

• a16z has accumulated 155,000 HYPE tokens in the past 14 hours, bringing its total purchase and holding to approximately 6,754,000 HYPE tokens.

• Multicoin Capital deposited 56.12 million ENA tokens into Galaxy Digital and BitGo, equivalent to approximately $5.28 million.

• Newly crowned top US stock trading signal provider Serenity bought the dip in ETH and BTC-related ETFs, but only for short-term gains.

• Near Intents TVL hits record high, with trading volume exceeding $600 million in the past 7 days.

• Abraxas Capital continued to reduce its holdings by 1,469 BTC, bringing its total reduction to 2,469 BTC in just over a day.

• Charles Schwab launches 24/7 cryptocurrency futures trading service, covering BTC, ETH, SOL, and XRP futures.

• Bitmine followed Strategy's financing model by issuing preferred stock with an annual dividend yield of 9.5%.

• The number of monthly crypto venture capital deals has fallen to its lowest level in five years.

• Hyperliquid's HYPE price surpasses Solana's, while SOL prices have fallen to their lowest level since 2023.

• Variant raises $220 million for its fund, betting on the era of AI and crypto-based "self-sustaining economies".

• Strive disclosed that it increased its holdings by 2,500 Bitcoins between May 23 and June 1, bringing its total holdings to 19,000 Bitcoins.

• Microsoft unveiled seven new models at its Build conference, covering inference, code, and image processing.

• Coinbase invests in Ethena through open market purchase of ENA and announces new partnership.

• US exchange operators fell due to concerns about the risks of perpetual futures, with the CBOE Global Market down 9%.

• Noble Mobile, the telecommunications company founded by former U.S. presidential candidate Andrew Yang, acquired encrypted wireless carrier Helium Mobile.

• Tiger International: Starting June 12, new openings and additional position additions for all instruments held by existing investor accounts within China will be suspended.

• Huang Renxun mentioned that most stocks have seen gains exceeding 100% this year.

• Cobie's associated addresses collected 20 million LDO tokens and transferred them to multiple exchanges, amounting to approximately $6.58 million.

• Mt. Gox transferred 10,300 BTC to a new wallet after two months, equivalent to approximately $731 million.

• Citron Research founder Andrew Left has been convicted of securities fraud and faces more than 20 years in prison.

• The address associated with Fenbushi Capital appears to have sold 11,101 ETH; if sold, it would result in a loss of $11.79 million.

• Strategy's Bitcoin sale timing sparks controversy over a prediction pool on Polymarket with over $20 million in trading volume.

• Ondo Finance will launch Ondo Perps, an RWA perpetual contract platform, within weeks.

• An Ethereum OG (Original Expert) sold 55,000 ETH and 9,442 wstETH within a week, totaling over $136 million.

• It is suspected that the Dragonfly address transferred 137 million SKY tokens to Coinbase, a decrease in value of more than half compared to when the tokens were withdrawn.

• Bessant: The US has seized approximately $1 billion worth of Iranian cryptocurrency.