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、アウェイで戦ったニューヨーク・ニックスは、ファイナル第2戦でサンアントニオ・スパーズを105対104で辛勝した。ファイナル開幕前には期待されていなかったニックスだったが、第1戦ではアウェイでスパーズを105対95で下していた。

SpaceXは、Anthropic（月額12億5000万ドル）およびGoogle（月額9億2000万ドル）と相次いで計算リソースのリース契約を締結した。

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.

プライバシー、テクノロジー、ハッキング、プライバシーコインの「ビッグブラザー」が転落？Zcashに衝撃の「改ざん」脆弱性　本物と偽物の「美猴王」を見分けるのは困難　金色財経、Zcashにとって今週はあまり良い週ではなかった。

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.

今週、計12社のブロックチェーン系スタートアップが資金調達を完了し、調達総額は7380万ドルに達した。SignalPlusは5000万ドルを調達し、今週最大の資金調達となった。

金色財経は、仮想通貨・ブロックチェーン業界の朝刊『金色朝8時』第3082号を発行し、デジタル通貨およびブロックチェーン業界の最新ニュースをお届けします。

「金色週刊」は、金色財経が提供するブロックチェーン業界の週間まとめコーナーであり、その内容は、その週の主要ニュース、相場・先物データ、マイニング関連情報、プロジェクトの動向、技術の進展など、業界の最新動向を網羅しています。

Bitmineの会長は、DeFiとAIがイーサリアムネットワークの価値を1兆ドル規模へと押し上げると述べ、現在の価格は「将来のオプションのディスカウント」であると指摘した。

米国株、BTC、投資、米国株の暴落？ビットコインは買い時か？ 金色財経、過去24時間で、X上のインフルエンサーたちは何を話題にしているのか？

米国の半導体株が急落し、AI需要の見通しに対する市場の楽観的な見通しに明らかな揺らぎが生じている。

本稿では、29の暗号資産パーペチュアル先物市場におけるプラットフォーム間のリード・ラグ（先行・遅行）関係を分析し、Perp DEXのアーキテクチャについて詳細に考察した。