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.

6월 6일, 원정 경기를 치른 뉴욕 닉스는 결승 2차전에서 샌안토니오 스퍼스를 105대 104로 간신히 꺾었다. 결승전이 시작되기 전까지 전망이 밝지 않았던 닉스는 1차전에서 원정에서 스퍼스를 105대 95로 꺾은 바 있다.

스페이스X는 앤트로픽(월 12억 5천만 달러) 및 구글(월 9억 2천만 달러)과 차례로 컴퓨팅 파워 임대 계약을 체결했다.

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.

개인정보, 기술, 해킹, 프라이버시 코인 ‘빅 브라더’의 몰락? Zcash, 충격적인 ‘조작’ 취약점… 진짜와 가짜를 구분하기 어려워. 골든파이낸스, Zcash는 이번 주를 꽤 힘들게 보냈다.

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.

이번 주 총 12개의 블록체인 스타트업이 총 7,380만 달러의 자금을 조달했습니다. SignalPlus는 5,000만 달러를 조달하며 이번 주 최대 규모의 자금 조달을 기록했습니다.

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 모닝 8시》 3082호를 발행하며, 가장 최신의 암호화폐 및 블록체인 업계 소식을 전해드립니다.

‘골든 위클리’는 골든파이낸스가 선보이는 주간 블록체인 업계 요약 코너로, 한 주간의 주요 뉴스, 시세 및 선물 데이터, 채굴 업계 정보, 프로젝트 동향, 기술 발전 등 업계 소식을 다룹니다.

Bitmine 회장은 DeFi와 AI가 이더리움 네트워크의 가치를 1조 달러 규모로 끌어올릴 것이며, 현재 가격은 “미래 옵션의 할인된 가격”이라고 밝혔다.

미국 주식, 비트코인, 투자, 미국 주식 시장 붕괴? 비트코인을 매수할 기회일까? 골든파이낸스, 지난 24시간 동안 X(구 트위터)의 인플루언서들은 어떤 이야기를 나누었을까?

미국 반도체주가 급락하면서, AI 수요 전망에 대한 시장의 낙관적 기대감이 크게 흔들리고 있다.

본 논문은 29개 암호화폐 퍼페추얼 선물 시장의 크로스 플랫폼 리드-래그(lead-lag) 관계를 분석하고, Perp DEX의 아키텍처를 심층적으로 고찰하였다.