Citi has updated its financial model for CATL following the company's first-quarter results, raising its earnings forecasts for the fiscal years 2026 to 2028 by 9%, 9%, and 7% to RMB 103 billion, RMB 126 billion, and RMB 149 billion, respectively. According to Jin10, despite a decrease in unit gross profit forecasts, Citi has increased its battery sales projections, expecting CATL's battery production and sales to reach milestones of 1.2 and 1.0 terawatt-hours (TWh) in fiscal year 2026, representing annual growth of 61% and 54%, respectively. Citi anticipates that CATL's battery production and shipments will remain strong in the second half of the year, with energy storage systems (ESS) demand being a highlight. The bank also noted that short-term lithium carbonate prices above RMB 200,000 per ton will not destroy demand; instead, higher lithium prices will be a testament to solid demand. Citi forecasts that CATL's net profit for the second quarter of fiscal year 2026 will reach RMB 24.3 billion, with battery sales of 260 gigawatt-hours, reflecting a 77% year-on-year increase and a 29% quarterly rise. Citi has raised its target price for CATL's H-shares from HKD 621 to HKD 888, maintaining a 'buy' rating and continuing to list it as the 'top pick' in the sector. The new target price for H-shares corresponds to a projected price-to-earnings ratio of 34.3 times and a price-to-book ratio of 8.7 times for fiscal year 2026.

Jacki McGavick has joined the prediction market platform Kalshi. According to NS3.AI, McGavick announced her new role on X, marking a significant addition to the Kalshi team.

Dani Lever, the former Director of Public Affairs and Communications at Meta, is set to join Kalshi as the Head of Communications. According to Foresight News, Lever has previously worked in the New York Governor's Office and at Meta, focusing on public discussions in politics, technology, and culture. Lever noted that prediction markets have become a central topic today, and Kalshi, as the first federally regulated prediction market exchange in the U.S., is positioned at the intersection of politics, technology, and culture.

On June 5, Forward Industries, a company managing SOL treasury, reported substantial losses in its SOL holdings. According to BlockBeats On-chain Detection, the company has experienced a floating loss of nearly $1.13 billion. After a month of inactivity, Forward Industries deposited 455,784 SOL into a centralized exchange, valued at approximately $31.87 million. Since initiating its Solana treasury strategy in September 2025, Forward Industries has invested around $1.59 billion to acquire 6.83 million SOL, with an average purchase price of $232.08 per SOL. Currently, the value of its 6.83 million SOL holdings is approximately $458.6 million.

SpaceX will launch its initial public offering on Nasdaq on June 12, aiming to raise at least $75bn in what would be the largest public share sale ever, according to BBC. The company expects to price 550 million shares at $135 each, implying a valuation of about $1.75tn and placing it among the top ten largest US-listed firms. Musk will retain more than 80% of voting power post-IPO. The prospectus discloses last year's revenue of $18.6bn against a net loss of $4.9bn and warns the company "may not achieve profitability in the future." The IPO proceeds are earmarked for expansion of existing operations and future ventures including asteroid mining, Mars colonisation and space-based AI data centres. The offering is the first of three AI-related mega-listings expected this year, with Anthropic and OpenAI to follow.

Zcash爆出一个可以无限伪造ZEC的安全漏洞。值得注意的是，这个漏洞是借助最新大模型Claude Opus 4.8发现的。且，此漏洞存在4年之久

瑞波币（XRP）在迎来14周年之际遭遇了大幅抛售，导致该代币跌至数月来的最低价，市值蒸发数十亿美元，并引发了对其近期反弹势头的新的担忧。

新加坡警方通过与加密货币交易所合作，在受害者汇款前及时发出警告，成功避免了超过420万美元的诈骗损失。警方利用区块链工具和交易所数据，针对冒充、投资、求职及网络交友诈骗等案件，共实施了145次干预行动。

美联储6月议息会议进入倒计时，美国5月非农就业报告成为最后一个重磅变量。如果非农数据同步向好，“高利率维持更久”的预期或进一步强化。

Circle CEO Jeremy Allaire这场AMA的意义，已经超出一次普通的上市公司投资者问答。

人工智能,芯片,美股,纳斯达克,与英伟达“同坐一桌”的博通暴跌了 金色财经,带崩了科技股。

Strategy五月卖出比特币，Polymarket 平台予以否认。当预测市场的结算结果与真实事实出现背离时，产品便不再围绕事件本身定价，转而开始押注平台如何解读自身规则。

未来的深度从业者需要具备的双重视角是：既要理解AI Token作为“智能燃料”的成本结构与定价逻辑，也要理解区块链Token作为“价值载体”的权益设计与资产属性。

加密交易所布局美股交易，在市场低迷当下是行业的无奈自救之举，存在资金虹吸、合规承压等问题，会短暂影响加密市场复苏节奏。但从长期维度来看是一次行业范式级别的革新。

以太坊的价值不只是更快、更便宜，而是为用户保留一套可验证、可退出、可自我掌控的技术底座。