South Korean retail investors sold more than 1 trillion won worth of overseas stocks in the first week of June, according to data released on Sunday. According to Odaily, Korea Securities Depository (KSD) data showed retail investors recorded net sales of $793.67 million in overseas stocks during the first week of June, extending a net-selling trend that began in April. The early-June net sales were well above April’s net sales of $469 million and were close to the record $939.77 million posted in May. If the trend continues through the end of this month, it would mark a third consecutive month of net selling, the first such stretch since April to July 2023. The report said the selling may indicate retail investors could return to South Korean equities following record gains led by semiconductor stocks.

OpenAI is preparing its largest revamp of ChatGPT since the product launched, the Financial Times reported. According to Jin10, the company plans to reposition ChatGPT as a “super app” that combines coding tools and AI agents. The report said OpenAI also plans to add products that executives believe can generate more revenue.

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.

6月6日，客场作战的纽约尼克斯队，在总决赛第二场以105比104险胜圣安东尼奥马刺。在总决赛开打前并不被看好的尼克斯，首战就在客场以105比95击败马刺。

SpaceX相继与Anthropic（每月12.5亿美元）和谷歌（每月9.2亿美元）签署算力租赁协议。

隐私,技术,黑客攻击,隐私币老大哥翻车？Zcash惊“造假”漏洞 真假美猴王难辨 金色财经,Zcash 这周过得不太好。

本周，共有 12 家区块链初创公司 完成融资，总额 7380 万美元。SignalPlus筹集5000万美元，为本周最大融资。

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Bitmine 董事长表示，DeFi 和 AI 将推动以太坊网络价值进入万亿美元级别，目前的价格是「未来期权折价」。

美股,BTC,投资,美股崩盘？比特币能抄了？ 金色财经,过去24小时，X上的KOL们在聊什么呢？

美国芯片股遭遇重挫，市场对AI需求前景的乐观预期出现明显动摇。

本文分析了 29 个加密货币永续合约市场的跨平台领先-滞后（lead-lag）关系，并深入探讨了 Perp DEX 的架构。