오늘 플랫폼 코인들의 상승세가 정말 눈부시네요. BNB, BGB, OKB, GT 모두 10% 이상 올랐습니다.

올해 들어 델, 노키아, 레노버, 시스코, 인텔, 텍사스 인스트루먼트, 마이크론 테크놀로지의 주가는 평균 158% 상승했으며, 시가총액은 총 약 1조 7천억 달러 증가했다.

On May 31, Jin10 reported that a research note from Founder Securities highlighted ongoing developments in AI and investment opportunities in HALO assets. According to Jin10, the report emphasized the continued evolution of AI-driven technology growth, with a focus on the repatriation of domestic computing power from overseas. Investors are advised to consider strategic investments in core targets during market dips, particularly in sectors like AI power shortages, new technology, and materials. The report also noted that HALO assets have undergone significant adjustments, with a clear upward trend in the Producer Price Index (PPI). Despite U.S. Treasury yields at 4.6% showing limited upward momentum, the strengthening of key resource supply chains and rising energy prices provide a backdrop for strategic investments in core resources such as non-ferrous metals and chemicals, as well as broad energy sectors like coal, electricity, and petrochemicals. Additionally, the report suggests monitoring the upcoming June meeting led by Fed Governor Kevin Warsh, which may correct the market's aggressive rate hike expectations. Investors might also consider the potential easing of U.S.-China relations, with tariff reduction expectations boosting exports to the U.S. and increasing market activity. The report highlights thematic stocks with potential for short-term gains, particularly in areas where policy and news resonate, such as electric power coordination, commercial space ventures, and robotics.

Ukraine's military has announced an attack on Rosneft PJSC's Saratov oil refinery located in southwestern Russia, alongside an assault on an oil-pumping unit in another location. Bloomberg posted on X, detailing that local authorities have reported fires caused by drones overnight. These incidents mark a significant escalation in the ongoing conflict between Ukraine and Russia, highlighting the strategic targeting of energy infrastructure. The attacks come amid heightened tensions and ongoing military engagements in the region.

According to Jin10, a report by BOC Securities on May 31 indicated that the market has experienced sustained high volatility this week. Structurally, the previously strong technology sectors are facing pressure, prompting a rebalancing of funds between high and low certainty sectors. On the driving factors, oil prices remain high, and expectations of overseas liquidity tightening have recently intensified. This is compounded by the formal appointment of Kevin Warsh as the new Chair of the Federal Reserve, which has heightened market expectations of a hawkish U.S. monetary policy. Currently, there is a noticeable increase in expectations for a Fed rate hike within 2026. The combination of high oil prices and high interest rates has significantly constrained the potential for easing in the global liquidity environment. On the industrial front, the anticipated peak in summer electricity demand is catalyzing the power sector, while reduced coal supply is driving prices higher. During this period of increased market volatility and weak fundamental signals, funds are placing greater emphasis on dividend returns and the relative safety margin of lower-positioned assets.

HYPE reached a new all-time high of $68.64 on May 30, following approximately 50% gains over the month. According to NS3.AI, this surge occurred after the Commodity Futures Trading Commission (CFTC) approved KalshiEX's BTCPERP contract, marking the first Bitcoin perpetual futures product cleared for listing on a U.S.-regulated exchange. By May 29, Bitwise's BHYP and 21Shares' THYP had accumulated $136 million in net inflows over 13 trading sessions. ICE CEO Jeffrey Sprecher commented that Hyperliquid's trading activity is "bigger than Nasdaq."

Investors are gradually withdrawing from Bitcoin and gold markets as signs of easing tensions in the Middle East emerge, according to ChainCatcher. JPMorgan analysts, including Nikolaos Panigirtzoglou, have observed that the 'devaluation trade' driving demand for these assets is losing momentum. Over the past two weeks, both Bitcoin and gold-related ETFs have experienced significant outflows, and institutional positions in CME futures markets have weakened. This trend indicates that investors are moving away from macro hedging trades that were popular due to inflation concerns and global instability. The decline in demand is affecting both asset classes simultaneously, rather than Bitcoin funds shifting to gold. Since the Iran conflict, Bitcoin has been a primary representation of the 'devaluation trade.'

Circle은 제가 가장 주목하고 있는 주식이며, 저는 이 회사를 제대로 이해하려면 다양한 분야의 경험을 갖춘 인재가 필요하다고 항상 생각해 왔습니다.

이는 바로 애플의 Apple Silicon 수직 통합 전략을 따르는 것이지만, 그 목표는 윈도우 진영 전체를 겨냥하고 있다.

창립 1년도 채 되지 않은 프랑스 반도체 기업 시퀀스(Sequans)가 보유하던 비트코인을 전량 처분하고 반도체 본업으로 복귀한다고 발표했다.

웨스턴유니온도 스테이블코인 시장에 진출했다: 왜 자사의 높은 송금 마진을 스스로 끝장낼 수도 있을까?

오늘 본 짧은 영상에서 자막이 눈길을 끌었습니다. 미국 재무장관은 미국이 이란의 10억 달러 상당의 암호화폐 자산을 압수했다고 밝혔는데, 어떤 사람들은 자신의 지갑이 이미 빼앗겼다는 사실조차 모르고 있다고 합니다.

2026년 휴머노이드 로봇 산업은 양산 및 납품 단계에 접어들며, 34종의 주요 로봇 모델이 다양하게 출시될 전망이다.

30개 이상의 블록체인을 아우르는 USDC 락업 전환 프로젝트, 서클은 어떤 계획을 세우고 있을까?

반도체, 미국 주식, 인공지능, 미국 주식의 ‘반도체 만세’ 랠리는 언제 끝날까? 골든파이낸스, AI 열풍은 끝나지 않았지만, 세분화된 양상 단계에 접어들었다.