Speculative long positions on the U.S. dollar have surged to $16.5 billion, marking the highest level since February 2025, according to The Kobeissi Letter on the X platform. These positions, held by hedge funds and asset management firms, are based on price trends and macroeconomic views rather than hedging needs. Over the past two weeks, bullish dollar positions have tripled and maintained a net long status for 11 consecutive weeks, the longest streak since 2024-2025. Since late January, the dollar index has risen by 3%, as the U.S. economy shows resilience amid the Iran war and global commodity supply disruptions, keeping investor demand for the dollar strong.

Cardano ecosystem data and tools platform TapTools is set to gradually wind down operations over the next two weeks. According to Foresight News, the decision follows the departure of its two co-founders, Chief Operating Officer, and Chief Technology Officer earlier this year. TapTools cited the exit of key members and economic factors as reasons for the planned closure. However, the company remains open to acquisition or external funding opportunities to continue its operations.

According to Spot On Chain, Hyperliquid's largest Ethereum bull is currently holding a long position of 120,000 ETH, which has resulted in approximately $47 million in unrealized losses. The nearest liquidation point for this position is at an Ethereum price of $1,617.

On June 3, Jin10 reported that the People's Bank of China (PBOC) released data on liquidity operations for May 2026, indicating a net injection of 50 billion yuan through open market government bond transactions. According to Jin10, Wang Qing, Chief Macro Analyst at Orient Jincheng, noted that this trend is influenced by multiple factors. The current market liquidity is relatively abundant, reducing the need for the central bank to inject long-term liquidity through large-scale government bond transactions. This reflects the PBOC's intention to guide market interest rates to operate smoothly around policy rates through flexible open market operations. Industry insiders have highlighted that the PBOC's use of various liquidity tools, including open market government bond transactions, has become more flexible recently. While maintaining the current monetary policy direction, there is a shift in rhythm from 'withdraw first, then inject' to 'peak shaving and valley filling' for flexible regulation. Looking ahead, Wang Qing expects the recent downward fluctuation in the 10-year government bond yield to be influenced by several factors, including international developments, the slowing rise in international oil prices, cooling domestic inflation expectations, and fluctuations in April's macroeconomic data. This may also explain the relatively low level of net government bond transactions in May. "Looking forward, if the 10-year government bond yield falls below 1.7%, there is a possibility of further reducing the net scale of government bond transactions, or even suspending open market government bond transactions again," Wang Qing added.

WasabiCard, a global stablecoin payment infrastructure platform, has announced the completion of its Pre-A funding round. According to ChainCatcher, this brings the company's total funding to nearly $10 million, with participation from Vernal Capital, Avenir Group, Vision Plus Capital, and 01VC. The funds will be used to develop and enhance global payment infrastructure, compliance systems, and strategic market operations. This aims to improve cross-border payment services and global operations, advancing the company's goal of building a compliant and efficient financial infrastructure for the internet era. As stablecoins transition from trading scenarios to real-world commercial applications, there is a growing demand for global payment, card issuance, fund management, and cross-border settlement infrastructure. WasabiCard currently serves over 500 enterprise clients worldwide, with more than 500,000 cards issued and a total transaction volume exceeding $1 billion. Looking ahead, WasabiCard plans to continue expanding its global payment network and multi-chain payment ecosystem, further promoting the adoption of stablecoin payments in global commercial scenarios.

A newly created wallet has withdrawn 810.3 BTC through multiple intermediary addresses, according to BlockBeats On-chain Detection. The transaction was executed from a centralized exchange, highlighting ongoing significant movements within the cryptocurrency market.

Derlin Holdings (01709.HK) has announced a subscription agreement with ONE Carmel Estate Residence Lot A LP, investing $5 million in the fund's limited partnership interests. According to Foresight News, the fund is established to finance the construction of the ONE Carmel project in Carmel Valley, California. The raised funds will be invested in the target company through intermediary investment tools in the form of debt, specifically for the construction of Homesite 6 in Lot A. The project spans 891 acres and plans to build 66 custom homes within an environmentally-focused gated community, offering ocean and mountain views. The design is led by internationally renowned architects. Derlin Holdings noted that its investment in ONE Carmel has the potential for future RWA tokenization. The related limited partnership interests might be tokenized to distribute potential special dividends to shareholders, providing a new avenue for the group's broader digital asset strategy.

The Blockchain Association has sent a joint letter to U.S. Senate Majority Leader John Thune and Senate Democratic Leader Chuck Schumer, expressing support for the Clarity Act. According to Foresight News, the letter was signed by 160 professionals from national security, intelligence, and law enforcement sectors. The letter emphasizes that the structure of digital asset markets is a priority for law enforcement and national security. Clear regulations ensure that related activities are under U.S. oversight, enhance consumer protection, and assist investigators in apprehending criminals. Tomorrow, the Blockchain Association will lead the signatories and members on a visit to Washington, D.C., where they will hold meetings in 18 Senate offices.

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a16z 可能在 2028-2030 年挂牌交易，而整个 VC 行业的游戏规则将被改写。

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链上美股没有获得「免税通行证」，它只是把税藏进了产品机制里。

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最新研究显示，破解加密所需的量子比特数在指数级下降，而量子计算机的能力在指数级上升，留给我们完成后量子加密迁移的时间窗口可能比预想的要短。