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On May 30, Liao Bo, Chief Macro Analyst at Northeast Securities, pointed out that the current RMB exchange rate has entered a trend of appreciation. This is not merely a short-term fluctuation but signifies a profound restructuring of global capital flows and the pricing logic of Chinese assets in the medium to long term. With the triple resonance of fundamentals, policies, and liquidity, Chinese equity assets are expected to welcome a new round of 'Davis Double Play.'

[Liao Bo from Northeast Securities: Chinese Assets Expected to Experience 'Davis Double Play' Amid RMB Appreciation Cycle]On May 30, Liao Bo, Chief Macro Analyst at Northeast Securities, pointed out that the current RMB exchange rate has entered a trend of appreciation. This is not merely a short-term fluctuation but signifies a profound restructuring of global capital flows and the pricing logic of Chinese assets in the medium to long term. With the triple resonance of fundamentals, policies, and liquidity, Chinese equity assets are expected to welcome a new round of 'Davis Double Play.'

Liao Bo from Northeast Securities: Chinese Assets Expected to Experience 'Davis Double Play' Amid RMB Appreciation Cycle

On May 30, Carlos Garcia-Galan, the head of NASA's lunar base project, stated in a media interview that NASA has not yet considered the possibility of private entities executing the initial missions for the lunar base. He remarked, 'From our perspective on the lunar economy, it would be ideal and wonderful if we could immediately create a market environment where various industries can operate independently and innovate early. However, that will not happen.'

[NASA Does Not Consider Private Sector for Initial Lunar Base Missions]On May 30, Carlos Garcia-Galan, the head of NASA's lunar base project, stated in a media interview that NASA has not yet considered the possibility of private entities executing the initial missions for the lunar base. He remarked, 'From our perspective on the lunar economy, it would be ideal and wonderful if we could immediately create a market environment where various industries can operate independently and innovate early. However, that will not happen.'

NASA Does Not Consider Private Sector for Initial Lunar Base Missions

On May 30, according to Farside monitoring, US spot Bitcoin ETFs experienced a cumulative net outflow of $1.4156 billion this week. The breakdown is as follows: IBIT had a net outflow of $966.3 million; GBTC saw a net outflow of $172 million; FBTC experienced a net outflow of $169.1 million; BITB had a net outflow of $46.3 million; ARKB saw a net outflow of $24.7 million; MSBT had a net outflow of $1 million; and Grayscale BTC experienced a net outflow of $33 million.

[This Week, US Spot Bitcoin ETFs Experience Net Outflow of $1.4156 Billion]On May 30, according to Farside monitoring, US spot Bitcoin ETFs experienced a cumulative net outflow of $1.4156 billion this week. The breakdown is as follows: IBIT had a net outflow of $966.3 million; GBTC saw a net outflow of $172 million; FBTC experienced a net outflow of $169.1 million; BITB had a net outflow of $46.3 million; ARKB saw a net outflow of $24.7 million; MSBT had a net outflow of $1 million; and Grayscale BTC experienced a net outflow of $33 million.

This Week, US Spot Bitcoin ETFs Experience Net Outflow of $1.4156 Billion

On May 30, 'New Stock Guru' Serenity published an analysis stating that market expectations for Sivers Semiconductors are undergoing multiple rounds of reassessment. This has evolved from early skepticism about the customer structure (around a $150 million market cap), to doubts about execution capabilities (around a $600 million market cap), then to concerns about market share and competitive landscape (around a $1.2 billion market cap), and currently to discussions about revenue growth and partners' capacity expansion. The analysis suggests that potential clients may include Jabil, Ayar Labs, Apple-related supply chains, defense clients, and companies in the data center and optical communications industry chain such as Marvell Technology, while also mentioning the supply chain systems of Lumentum Holdings, Broadcom, and SpaceX. The post further states that the company's order pipeline is expected to achieve approximately 77% growth in the short term, and believes that collaboration with Win Semiconductor (Win Semi) could alleviate some capital expenditure pressure while supporting subsequent capacity expansion. The analysis also indicates that the current market debate has shifted towards Win Semi's capacity expansion capabilities, and anticipates that institutional funds may reprice and reorganize retail holdings before the next cycle.

[New Stock Guru Serenity: SIVE Market Expectations Continue to Be Upgraded, Emphasizing Win Semi's Capacity and Customer Structure Supporting Growth Logic]On May 30, 'New Stock Guru' Serenity published an analysis stating that market expectations for Sivers Semiconductors are undergoing multiple rounds of reassessment. This has evolved from early skepticism about the customer structure (around a $150 million market cap), to doubts about execution capabilities (around a $600 million market cap), then to concerns about market share and competitive landscape (around a $1.2 billion market cap), and currently to discussions about revenue growth and partners' capacity expansion. The analysis suggests that potential clients may include Jabil, Ayar Labs, Apple-related supply chains, defense clients, and companies in the data center and optical communications industry chain such as Marvell Technology, while also mentioning the supply chain systems of Lumentum Holdings, Broadcom, and SpaceX. The post further states that the company's order pipeline is expected to achieve approximately 77% growth in the short term, and believes that collaboration with Win Semiconductor (Win Semi) could alleviate some capital expenditure pressure while supporting subsequent capacity expansion. The analysis also indicates that the current market debate has shifted towards Win Semi's capacity expansion capabilities, and anticipates that institutional funds may reprice and reorganize retail holdings before the next cycle.

New Stock Guru Serenity: SIVE Market Expectations Continue to Be Upgraded, Emphasizing Win Semi's Capacity and Customer Structure Supporting Growth Logic

U.S. Secretary of Defense Mark Esper stated on the 30th at the 23rd Shangri-La Dialogue that President Trump believes any deal reached between the U.S. and Iran would be worthwhile, emphasizing that Trump is very patient in achieving this. Esper said, "I spoke with Trump this morning, and he wants me to reiterate how patient he is in ensuring this 'historic effort' by the U.S., that 'any deal (with Iran) will be a good deal, a great deal.' He is very patient in reaching this goal." (Xinhua News Agency)

[U.S. Defense Secretary: Trump Patiently Seeks Deal with Iran, Any Agreement is Worthwhile]U.S. Secretary of Defense Mark Esper stated on the 30th at the 23rd Shangri-La Dialogue that President Trump believes any deal reached between the U.S. and Iran would be worthwhile, emphasizing that Trump is very patient in achieving this. Esper said, "I spoke with Trump this morning, and he wants me to reiterate how patient he is in ensuring this 'historic effort' by the U.S., that 'any deal (with Iran) will be a good deal, a great deal.' He is very patient in reaching this goal." (Xinhua News Agency)

U.S. Defense Secretary: Trump Patiently Seeks Deal with Iran, Any Agreement is Worthwhile

According to Coinglass data, a total of $282 million was liquidated across the network in the past 24 hours, with long positions liquidating $157 million and short positions liquidating $124 million. Among these, Bitcoin long positions accounted for $45.2849 million and Bitcoin short positions for $35.7089 million, while Ethereum long positions saw $35.6336 million liquidated and Ethereum short positions $23.5675 million.

[Over $282 Million Liquidated in the Last 24 Hours]According to Coinglass data, a total of $282 million was liquidated across the network in the past 24 hours, with long positions liquidating $157 million and short positions liquidating $124 million. Among these, Bitcoin long positions accounted for $45.2849 million and Bitcoin short positions for $35.7089 million, while Ethereum long positions saw $35.6336 million liquidated and Ethereum short positions $23.5675 million.

Over $282 Million Liquidated in the Last 24 Hours

On May 30, according to GMGN monitoring, the Base ecosystem token POD (dphn.ai) saw a significant rebound of over 35%, with its market cap surpassing $137 million and a 24-hour trading volume reaching $1.2 million. Previously, on May 12, AI lab Dolphin announced that all protocol revenues would be used for market buybacks of POD, allowing holders to stake their tokens in the xPOD vault for benefits. Dolphin Network employs a Peer-to-Pool architecture to utilize idle GPUs, with each model running in a GPU pool and tasks randomly assigned to nodes, eliminating direct buyer-seller binding. Nodes earn POD token rewards from the protocol treasury based solely on the number of inference tokens processed; users can directly purchase credits from the protocol, supporting payments in POD, ETH, BTC, USDC, XMR, and ZEC. All protocol revenues will be used for market buybacks of POD, directly offsetting inflation. POD holders can stake in the xPOD vault to receive automatic reinvestment dividends, daily inference quotas, and ecosystem subscription rights. BlockBeats reminds users that token prices are highly volatile and investments should be made with caution.

[Base Ecosystem Token POD Surges Over 35%, Market Cap Exceeds $137 Million]On May 30, according to GMGN monitoring, the Base ecosystem token POD (dphn.ai) saw a significant rebound of over 35%, with its market cap surpassing $137 million and a 24-hour trading volume reaching $1.2 million. Previously, on May 12, AI lab Dolphin announced that all protocol revenues would be used for market buybacks of POD, allowing holders to stake their tokens in the xPOD vault for benefits. Dolphin Network employs a Peer-to-Pool architecture to utilize idle GPUs, with each model running in a GPU pool and tasks randomly assigned to nodes, eliminating direct buyer-seller binding. Nodes earn POD token rewards from the protocol treasury based solely on the number of inference tokens processed; users can directly purchase credits from the protocol, supporting payments in POD, ETH, BTC, USDC, XMR, and ZEC. All protocol revenues will be used for market buybacks of POD, directly offsetting inflation. POD holders can stake in the xPOD vault to receive automatic reinvestment dividends, daily inference quotas, and ecosystem subscription rights. BlockBeats reminds users that token prices are highly volatile and investments should be made with caution.

Base Ecosystem Token POD Surges Over 35%, Market Cap Exceeds $137 Million

On May 30, according to on-chain analyst Specter, the bridging contract key of the cross-chain protocol Gravity Bridge is suspected to have been leaked, resulting in approximately $5.4 million in assets being stolen. The stolen assets include: 4.3 million USDC; 274 WETH (approximately $553,000); 434,000 USDT; and PAYG worth about $64,000. The address related to the attack is: 0x7B582033061b96cC3F9421e73a749ED7C62da1F90x4d3ca32e687e871a58b78AcAc73bE59AC37C7A47.

[Gravity Bridge Suspected of Private Key Leak Attack, Approximately $5.4 Million in Assets Stolen]On May 30, according to on-chain analyst Specter, the bridging contract key of the cross-chain protocol Gravity Bridge is suspected to have been leaked, resulting in approximately $5.4 million in assets being stolen. The stolen assets include: 4.3 million USDC; 274 WETH (approximately $553,000); 434,000 USDT; and PAYG worth about $64,000. The address related to the attack is: 0x7B582033061b96cC3F9421e73a749ED7C62da1F90x4d3ca32e687e871a58b78AcAc73bE59AC37C7A47.

Gravity Bridge Suspected of Private Key Leak Attack, Approximately $5.4 Million in Assets Stolen

On May 30, according to Farside monitoring, US spot Bitcoin ETFs experienced cumulative net outflows of $1.4156 billion this week. This includes: IBIT with net outflows of $966.3 million; GBTC with net outflows of $172 million; FBTC with net outflows of $169.1 million; BITB with net outflows of $46.3 million; ARKB with net outflows of $24.7 million; MSBT with net outflows of $1 million; and Grayscale BTC with net outflows of $33 million.

[This Week, US Spot Bitcoin ETFs Experience Net Outflows of $1.4156 Billion]On May 30, according to Farside monitoring, US spot Bitcoin ETFs experienced cumulative net outflows of $1.4156 billion this week. This includes: IBIT with net outflows of $966.3 million; GBTC with net outflows of $172 million; FBTC with net outflows of $169.1 million; BITB with net outflows of $46.3 million; ARKB with net outflows of $24.7 million; MSBT with net outflows of $1 million; and Grayscale BTC with net outflows of $33 million.

This Week, US Spot Bitcoin ETFs Experience Net Outflows of $1.4156 Billion

According to Finextra, five UK industry bodies have formed an alliance to help guide the nation's digital currency future.
The City of London Corporation, Digital Pound Foundation, The Payments Association, TheCityUK and UK Finance say their aim is to develop better policies, practice and regulation around digital currencies.
By combining the expertise and extended network of the five associations, the group will seek to enable a safe and secure environment for innovators to grow and attract international investment into the UK, while also helping to create a constructive bridge between the associations representing both incumbents and the emerging players in the sector.

Detail

【UK associations form crypto industry body; government preps consultation on digital pound】According to Finextra, five UK industry bodies have formed an alliance to help guide the nation's digital currency future.
The City of London Corporation, Digital Pound Foundation, The Payments Association, TheCityUK and UK Finance say their aim is to develop better policies, practice and regulation around digital currencies.
By combining the expertise and extended network of the five associations, the group will seek to enable a safe and secure environment for innovators to grow and attract international investment into the UK, while also helping to create a constructive bridge between the associations representing both incumbents and the emerging players in the sector.

UK associations form crypto industry body; government preps consultation on digital pound

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UK associations form crypto industry body; government preps consultation on digital pound

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

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