Serenity said in a post on X that its investment style relies on independent judgment, aiming to identify industry trends that the market has not yet broadly agreed on and to form high-conviction views based on real-world observation, industry research, and revenue forecasts. According to Odaily, Serenity cited Raspberry Pi as an example, saying that while many investors still viewed it mainly as education and DIY hardware, it observed more developers using Raspberry Pi and Apple Mac Mini to deploy AI applications and verified this trend through online tutorials, leading it to conclude AI would become a new growth driver for the company. Serenity said the company’s subsequent earnings report showed revenue rose 58% year over year, exceeding the market’s prior expectation of 14% growth. Serenity said its investment view on AXT is based on research into the indium phosphide substrate supply chain and expectations of a photonics “supercycle.” It said AXT holds about a 40% share of the indium phosphide supply chain and occupies a key bottleneck position, adding that its long-term value is underestimated. For X-FAB, Serenity said its thesis remains in a validation stage. It said it found indications in government documents, ASE materials, and supply-chain information that X-FAB is becoming an important participant, and that Nvidia is evaluating its related capabilities. Serenity said it will continue monitoring in the coming months for additional evidence to support this investment logic. Serenity added that many current investment opportunities come from synthesizing fragmented information, real-world trends, and industry changes, rather than relying only on traditional valuation models.

Circle’s website data show that about 7.7 billion USDC were issued and about 8.3 billion USDC were redeemed during the week ending local time June 4. According to Foresight News, the data also indicate USDC circulation increased by about 600 million during the period. As of local time March 19, USDC circulation stood at about 75.5 billion, and the value of reserve assets was about $75.7 billion.

A wallet tagged as Hex Trust withdrew 19.84 million H from multiple exchanges over the past 20 hours, according to monitoring by Ai Yi. According to Foresight News, the address has accumulated about 182 million H over the past two days, representing 6.42% of H’s circulating supply.

According to Odaily, DWF Labs Co-Founder Andrei Grachev FF posted on X, stating that BitMine and Strategy could potentially cause the largest market crash in cryptocurrency history. He hopes this scenario does not materialize but advises you to consider your trading strategy if BTC drops to between $10,000 and $20,000.

6月6日，客场作战的纽约尼克斯队，在总决赛第二场以105比104险胜圣安东尼奥马刺。在总决赛开打前并不被看好的尼克斯，首战就在客场以105比95击败马刺。

SpaceX相继与Anthropic（每月12.5亿美元）和谷歌（每月9.2亿美元）签署算力租赁协议。

Three addresses believed to be linked to Ethereum co-founder Joseph Lubin have staked a combined 412,430 ETH and borrowed 259 million DAI, according to monitoring by crypto analyst “Ai Yi” (@ai_9684xtpa). According to ChainCatcher, the position’s health ratio briefly fell below 1.2 during yesterday’s ETH decline before the Lubin-linked addresses added about 110,000 ETH as additional collateral, lifting the health ratio to above 1.48. Ai Yi also said Lubin obtained about 540,000 ETH in the 2015 Ethereum ICO at a cost of about $0.31 per ETH. Based on the current position metrics, the analyst said the likelihood of liquidation has decreased significantly.

隐私,技术,黑客攻击,隐私币老大哥翻车？Zcash惊“造假”漏洞 真假美猴王难辨 金色财经,Zcash 这周过得不太好。

A Polymarket sub-market tied to the “Milwaukee Brewers vs. Colorado Rockies” event saw a sharp swing in implied odds, with the “Over” option for “O/U 10.5” falling to 21% from 53.5% within one hour. According to ChainCatcher, the move represents a 32.5 percentage-point decline over the period, and the monitoring account flagged the change as potentially linked to breaking developments affecting the market.

本周，共有 12 家区块链初创公司 完成融资，总额 7380 万美元。SignalPlus筹集5000万美元，为本周最大融资。

金色财经推出加密货币和区块链行业早报《金色早8点》3082期，为您提供最新、最快的数字货币和区块链行业新闻。

金色周刊是金色财经推出的一档每周区块链行业总结栏目，内容涵盖一周重点新闻、行情与合约数据、矿业信息、项目动态、技术进展等行业动态。

Bitmine 董事长表示，DeFi 和 AI 将推动以太坊网络价值进入万亿美元级别，目前的价格是「未来期权折价」。

美股,BTC,投资,美股崩盘？比特币能抄了？ 金色财经,过去24小时，X上的KOL们在聊什么呢？

美国芯片股遭遇重挫，市场对AI需求前景的乐观预期出现明显动摇。

本文分析了 29 个加密货币永续合约市场的跨平台领先-滞后（lead-lag）关系，并深入探讨了 Perp DEX 的架构。