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On June 5, Bloomberg reported that sources revealed Point72 Asset Management is exploring ways to acquire trading insights from external hedge funds. Previously, competitors such as Castle Investment have also been racing to gather such signals from outside sources. The firm has hired veteran Ricky Nardis from the alpha capture field, who is expected to join Point72 by mid-next year and may begin working on a project to collect trading insights from other hedge funds.

[Point72 Reportedly Considering Purchasing Trading Insights from Other Hedge Funds]On June 5, Bloomberg reported that sources revealed Point72 Asset Management is exploring ways to acquire trading insights from external hedge funds. Previously, competitors such as Castle Investment have also been racing to gather such signals from outside sources. The firm has hired veteran Ricky Nardis from the alpha capture field, who is expected to join Point72 by mid-next year and may begin working on a project to collect trading insights from other hedge funds.

Point72 Reportedly Considering Purchasing Trading Insights from Other Hedge Funds

On June 5, according to market news, the Iranian Navy stated that it fired warning shots at a US destroyer in the Gulf of Oman.

[Iranian Navy Fires Warning Shots at US Destroyer in Gulf of Oman]On June 5, according to market news, the Iranian Navy stated that it fired warning shots at a US destroyer in the Gulf of Oman.

Iranian Navy Fires Warning Shots at US Destroyer in Gulf of Oman

On June 5, the Hubei Industrial Physics AI Laboratory was established today in Wuhan. The laboratory will focus on research and development around 'AI + industrial software + physical mechanisms + manufacturing data', with an emphasis on building mechanism models for mold, equipment, and component manufacturing. It aims to transform process parameters, equipment status, material characteristics, processing cycles, and quality results from design, manufacturing, and assembly scenarios into computable, inferable, and optimizable industrial models. Additionally, it will explore the integration of physical simulation and AI, combining traditional simulation calculations of flow, temperature, stress, deformation, and wear with AI's rapid prediction capabilities to create lightweight simulation models and process prediction models more suitable for manufacturing applications.

[Hubei Establishes Industrial Physics AI Laboratory]On June 5, the Hubei Industrial Physics AI Laboratory was established today in Wuhan. The laboratory will focus on research and development around 'AI + industrial software + physical mechanisms + manufacturing data', with an emphasis on building mechanism models for mold, equipment, and component manufacturing. It aims to transform process parameters, equipment status, material characteristics, processing cycles, and quality results from design, manufacturing, and assembly scenarios into computable, inferable, and optimizable industrial models. Additionally, it will explore the integration of physical simulation and AI, combining traditional simulation calculations of flow, temperature, stress, deformation, and wear with AI's rapid prediction capabilities to create lightweight simulation models and process prediction models more suitable for manufacturing applications.

Hubei Establishes Industrial Physics AI Laboratory

On June 5, Michael Saylor, founder of Strategy, published a post categorizing the Bitcoin community into four ideological factions: Maximalists believe Bitcoin is the only winning currency network; Capitalists advocate for Bitcoin's integration into the global economy, deeply connecting with banks, capital markets, and credit tools; Technologists argue that the protocol should continuously improve to address scalability, privacy, and security challenges; Fundamentalists are committed to defending Bitcoin's core principles of decentralization, immutability, and self-custody. Saylor also pointed out the risks associated with each faction. Maximalists may become arrogant and fail to address how Bitcoin integrates with the real economy; Capitalists may lead to excessive leverage and financialization, repeating the systemic vulnerabilities Bitcoin was meant to solve; Technologists, if they underestimate the value of stability, may inadvertently harm Bitcoin through protocol changes; Fundamentalists, by rejecting all institutional integration and technological improvements, may limit Bitcoin's reach while guarding its purity. Saylor believes that the underlying protocol should be viewed as sacred infrastructure, with any changes requiring extreme caution and overwhelming consensus; most innovations should occur at higher layers; individuals should always retain the right to self-custody and run nodes. The strength of Bitcoin lies in its ability to serve different groups without belonging to any one faction. It can be personal currency, corporate capital, bank collateral, national reserves, or a hope for those facing economic hardships.

[Michael Saylor: Bitcoin Community Divided into Four Factions, Extremism Harmful]On June 5, Michael Saylor, founder of Strategy, published a post categorizing the Bitcoin community into four ideological factions: Maximalists believe Bitcoin is the only winning currency network; Capitalists advocate for Bitcoin's integration into the global economy, deeply connecting with banks, capital markets, and credit tools; Technologists argue that the protocol should continuously improve to address scalability, privacy, and security challenges; Fundamentalists are committed to defending Bitcoin's core principles of decentralization, immutability, and self-custody. Saylor also pointed out the risks associated with each faction. Maximalists may become arrogant and fail to address how Bitcoin integrates with the real economy; Capitalists may lead to excessive leverage and financialization, repeating the systemic vulnerabilities Bitcoin was meant to solve; Technologists, if they underestimate the value of stability, may inadvertently harm Bitcoin through protocol changes; Fundamentalists, by rejecting all institutional integration and technological improvements, may limit Bitcoin's reach while guarding its purity. Saylor believes that the underlying protocol should be viewed as sacred infrastructure, with any changes requiring extreme caution and overwhelming consensus; most innovations should occur at higher layers; individuals should always retain the right to self-custody and run nodes. The strength of Bitcoin lies in its ability to serve different groups without belonging to any one faction. It can be personal currency, corporate capital, bank collateral, national reserves, or a hope for those facing economic hardships.

Michael Saylor: Bitcoin Community Divided into Four Factions, Extremism Harmful

On June 5, according to The Wall Street Journal: Morgan Stanley predicts that by 2040, SpaceX's revenue will reach $3.4 trillion. The company's adjusted EBITDA is expected to exceed $2.7 trillion by 2040.

[Morgan Stanley: SpaceX's Revenue to Reach $3.4 Trillion by 2040]On June 5, according to The Wall Street Journal: Morgan Stanley predicts that by 2040, SpaceX's revenue will reach $3.4 trillion. The company's adjusted EBITDA is expected to exceed $2.7 trillion by 2040.

Morgan Stanley: SpaceX's Revenue to Reach $3.4 Trillion by 2040

On June 5, the UK government raised its domestic crude oil price forecast, suggesting that even if a peace agreement is reached between the US and Iran, oil prices may remain around $100 per barrel until 2028. This is due to the expectation that the recovery of energy supplies in the Gulf region will take longer than previously anticipated. New analysis warns that the pressures on energy prices are higher than earlier expected, and the global economic outlook is increasingly deteriorating. The UK government had previously estimated that supply in the Gulf region could recover about six months after the end of the conflict, but it now believes it may take as long as 14 months for recovery.

[UK Government Predicts Domestic Oil Prices May Remain Around $100 Per Barrel Until 2028]On June 5, the UK government raised its domestic crude oil price forecast, suggesting that even if a peace agreement is reached between the US and Iran, oil prices may remain around $100 per barrel until 2028. This is due to the expectation that the recovery of energy supplies in the Gulf region will take longer than previously anticipated. New analysis warns that the pressures on energy prices are higher than earlier expected, and the global economic outlook is increasingly deteriorating. The UK government had previously estimated that supply in the Gulf region could recover about six months after the end of the conflict, but it now believes it may take as long as 14 months for recovery.

UK Government Predicts Domestic Oil Prices May Remain Around $100 Per Barrel Until 2028

On June 5, SpaceX, the largest IPO in history, is actively conducting its roadshow, but users in mainland China and Hong Kong are unable to access its official website and marketing documents, while users in most major Asian markets can browse normally. Tests show that whether in mainland China or Hong Kong, attempts to access the SpaceX website or read the prospectus result in an 'Error 1009' message, although users in Macau can browse as usual. 

According to cybersecurity provider Cloudflare, the most common reason for the 'Error 1009' is that the website owner (i.e., SpaceX) has actively set regional restrictions (Geoblocking) to block IP addresses from specific countries or regions. Tech industry insiders indicate that such blocking is usually a 'business or policy decision made by the company.' It is rare for large multinational corporations to impose a complete site blockade on Hong Kong.

As a super unicorn integrating rocket launches, Starlink satellite networks, and artificial intelligence (AI) technology, SpaceX's IPO has become the focus of the global financial market:
- Fundraising target: $75 billion, which will set the record for the largest IPO in history and become the first IPO in U.S. securities history to debut with a valuation exceeding $10,000 per share;
- Company valuation: Post-IPO valuation is expected to reach $17.5 trillion, making it one of the top 10 largest publicly traded companies in the U.S. stock market.

[SpaceX Website Reportedly Blocks Access for Users in Mainland China and Hong Kong]On June 5, SpaceX, the largest IPO in history, is actively conducting its roadshow, but users in mainland China and Hong Kong are unable to access its official website and marketing documents, while users in most major Asian markets can browse normally. Tests show that whether in mainland China or Hong Kong, attempts to access the SpaceX website or read the prospectus result in an 'Error 1009' message, although users in Macau can browse as usual. 

According to cybersecurity provider Cloudflare, the most common reason for the 'Error 1009' is that the website owner (i.e., SpaceX) has actively set regional restrictions (Geoblocking) to block IP addresses from specific countries or regions. Tech industry insiders indicate that such blocking is usually a 'business or policy decision made by the company.' It is rare for large multinational corporations to impose a complete site blockade on Hong Kong.

As a super unicorn integrating rocket launches, Starlink satellite networks, and artificial intelligence (AI) technology, SpaceX's IPO has become the focus of the global financial market:
- Fundraising target: $75 billion, which will set the record for the largest IPO in history and become the first IPO in U.S. securities history to debut with a valuation exceeding $10,000 per share;
- Company valuation: Post-IPO valuation is expected to reach $17.5 trillion, making it one of the top 10 largest publicly traded companies in the U.S. stock market.

SpaceX Website Reportedly Blocks Access for Users in Mainland China and Hong Kong

On June 5, Glassnode reported that as BTC broke below a multi-month range and tested February's low, options market data showed multiple defensive signals emerging simultaneously. The 1-week implied volatility (IV) approached 60%, a significant increase from about 30% the previous week, while long-term volatility also rose across the board. The 25D skew saw a substantial increase, with the 1-week skew reaching 30% and the 1-month skew rising above 23%, indicating a growing demand for downside protection. Call option premiums were eroded in both short and long terms, with put option buying dominating the funding flow over the past 7 days, accounting for 31.5% of options trading volume. The 1-month IV rose above 40%, while realized volatility remained around 35%, causing the volatility risk premium to expand to its highest level in weeks. Additionally, the maximum negative gamma concentration is located at $65,000, with BTC currently within a wide short gamma corridor, suggesting that market makers' hedging operations could amplify price fluctuations. Glassnode concluded that the overall positioning in the options market remains defensive.

[Glassnode: Bitcoin Options Market Maintains Defensive Stance]On June 5, Glassnode reported that as BTC broke below a multi-month range and tested February's low, options market data showed multiple defensive signals emerging simultaneously. The 1-week implied volatility (IV) approached 60%, a significant increase from about 30% the previous week, while long-term volatility also rose across the board. The 25D skew saw a substantial increase, with the 1-week skew reaching 30% and the 1-month skew rising above 23%, indicating a growing demand for downside protection. Call option premiums were eroded in both short and long terms, with put option buying dominating the funding flow over the past 7 days, accounting for 31.5% of options trading volume. The 1-month IV rose above 40%, while realized volatility remained around 35%, causing the volatility risk premium to expand to its highest level in weeks. Additionally, the maximum negative gamma concentration is located at $65,000, with BTC currently within a wide short gamma corridor, suggesting that market makers' hedging operations could amplify price fluctuations. Glassnode concluded that the overall positioning in the options market remains defensive.

Glassnode: Bitcoin Options Market Maintains Defensive Stance

According to data from CryptoQuant, the cryptocurrency spot trading volume has fallen to its lowest level since October 2023.

[Cryptocurrency Spot Trading Volume Drops to Lowest Level Since October 2023]According to data from CryptoQuant, the cryptocurrency spot trading volume has fallen to its lowest level since October 2023.

Cryptocurrency Spot Trading Volume Drops to Lowest Level Since October 2023

火币HTX报道，美联储官员戴利表示，人工智能带来的生产率提升尚未在数据中显现出来。

【美联储戴利：人工智能带来的生产率提升尚未在数据中显现出来】火币HTX报道，美联储官员戴利表示，人工智能带来的生产率提升尚未在数据中显现出来。

美联储戴利：人工智能带来的生产率提升尚未在数据中显现出来

Bitcoin Correction Pushes 580,000 BTC Into Loss Territory

One Article Deconstructs the Investment Methodology of 'Stock God Serenity'

Deconstructing the Investment Methodology of the 'Stock God Serenity' in One Article

Sharplink CEO: Ethereum's Future Is Playing Out Now

Kalshi and Coinbase Receive CFTC Approval, Ushering in the Most Regulation-Friendly Era for the Crypto Industry?

Weekly Token Unlocks: HYPE Unlocks $650M Worth of Tokens

A $300 Used Mining Rig Mined a $230,000 Bitcoin Block

Selling 32 BTC to Pay Dividends: Strategy Breaks the 'Never Sell' Vow

Over $1 Billion in Cryptocurrencies Forced to Liquidate, Bitcoin Plunges 6% Below $67,000

Bulls Approach the Ceiling

Article

Goldman Sachs: SpaceX AI Revenue Expected to Increase 100-Fold by 2030

zest currently trades at 0.266193 USDT, up 78.91% in 24h, according to HTX market data.

美联储戴利：人工智能带来的生产率提升尚未在数据中显现出来

Disclaimer：The content above does not represent HTX's positions.，HTX does not provide any trading recommendations.。

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