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On June 21, U.S. Vice President Vance stated: We have opened the Strait of Hormuz and look forward to further measures. More progress is expected within a few hours.

[U.S. Vice President Vance: We Have Opened the Strait of Hormuz]On June 21, U.S. Vice President Vance stated: We have opened the Strait of Hormuz and look forward to further measures. More progress is expected within a few hours.

U.S. Vice President Vance: We Have Opened the Strait of Hormuz

On June 21, Saudi media reported that Pakistani Foreign Minister Bilawal Bhutto Zardari, during his participation in the quadrilateral talks with Egypt, Turkey, Saudi Arabia, and Pakistan, stated that within a 60-day timeframe, Iran will not prevent ships from passing through the Strait of Hormuz, and no tolls will be charged for passage. Neither 'tolls' nor 'service fees' will be collected in the Strait of Hormuz. Pakistan has successfully brought the United States and Iran together for dialogue for the first time in 47 years. Pakistan, along with its partners and allies, has worked to ensure the success of the mediation efforts. The war between the U.S. and Iran would be devastating and has negative implications for the economy. Currently, three technical teams are involved in U.S.-Iran negotiations. The technical committees are discussing nuclear issues, frozen funds, and the situation in Lebanon. Additionally, Zardari mentioned that he has informed the foreign ministers of Saudi Arabia, Egypt, and Turkey about the memorandum of understanding.

[Pakistani Foreign Minister Participates in Egypt Quadrilateral Talks, States No Charges for Hormuz Strait in 60 Days]On June 21, Saudi media reported that Pakistani Foreign Minister Bilawal Bhutto Zardari, during his participation in the quadrilateral talks with Egypt, Turkey, Saudi Arabia, and Pakistan, stated that within a 60-day timeframe, Iran will not prevent ships from passing through the Strait of Hormuz, and no tolls will be charged for passage. Neither 'tolls' nor 'service fees' will be collected in the Strait of Hormuz. Pakistan has successfully brought the United States and Iran together for dialogue for the first time in 47 years. Pakistan, along with its partners and allies, has worked to ensure the success of the mediation efforts. The war between the U.S. and Iran would be devastating and has negative implications for the economy. Currently, three technical teams are involved in U.S.-Iran negotiations. The technical committees are discussing nuclear issues, frozen funds, and the situation in Lebanon. Additionally, Zardari mentioned that he has informed the foreign ministers of Saudi Arabia, Egypt, and Turkey about the memorandum of understanding.

Pakistani Foreign Minister Participates in Egypt Quadrilateral Talks, States No Charges for Hormuz Strait in 60 Days

On June 21, the Iranian president stated that Iran will never abandon its right to enrich uranium, further solidifying Tehran's position. Additionally, Iranian media reported that the Iranian delegation has no intention of negotiating with the Director General of the International Atomic Energy Agency.

[Iranian President: Will Never Abandon Right to Enrich Uranium]On June 21, the Iranian president stated that Iran will never abandon its right to enrich uranium, further solidifying Tehran's position. Additionally, Iranian media reported that the Iranian delegation has no intention of negotiating with the Director General of the International Atomic Energy Agency.

Iranian President: Will Never Abandon Right to Enrich Uranium

On June 21, Michael Saylor, founder of Strategy, released information related to the Bitcoin Tracker once again. Following previous patterns, Strategy always discloses information about increasing Bitcoin holdings the day after related news is released.

[Michael Saylor Releases Bitcoin Tracker Information Again]On June 21, Michael Saylor, founder of Strategy, released information related to the Bitcoin Tracker once again. Following previous patterns, Strategy always discloses information about increasing Bitcoin holdings the day after related news is released.

Michael Saylor Releases Bitcoin Tracker Information Again

On June 21, reports from Saudi media indicated that Pakistan's Foreign Minister Bilawal Bhutto Zardari, during his participation in the quadrilateral talks involving Egypt, Turkey, Saudi Arabia, and Pakistan, stated that within a 60-day period, Iran would not prevent ships from passing through the Hormuz Strait, and there would be no tolls imposed. Neither 'tolls' nor 'service fees' would be charged in the Hormuz Strait. Pakistan has successfully brought the United States and Iran together for dialogue for the first time in 47 years. Pakistan, along with its partners and allies, has worked to ensure the success of the mediation efforts. The war between the U.S. and Iran is devastating and has negative impacts on the economy. Currently, three technical teams are involved in U.S.-Iran negotiations. The technical committee is discussing nuclear issues, frozen funds, and the situation in Lebanon. Additionally, Zardari mentioned that he has briefed the foreign ministers of Saudi Arabia, Egypt, and Turkey about the memorandum of understanding.

[Pakistan's Foreign Minister Participates in Quadrilateral Talks in Egypt, States No Charges for Hormuz Strait in 60 Days]On June 21, reports from Saudi media indicated that Pakistan's Foreign Minister Bilawal Bhutto Zardari, during his participation in the quadrilateral talks involving Egypt, Turkey, Saudi Arabia, and Pakistan, stated that within a 60-day period, Iran would not prevent ships from passing through the Hormuz Strait, and there would be no tolls imposed. Neither 'tolls' nor 'service fees' would be charged in the Hormuz Strait. Pakistan has successfully brought the United States and Iran together for dialogue for the first time in 47 years. Pakistan, along with its partners and allies, has worked to ensure the success of the mediation efforts. The war between the U.S. and Iran is devastating and has negative impacts on the economy. Currently, three technical teams are involved in U.S.-Iran negotiations. The technical committee is discussing nuclear issues, frozen funds, and the situation in Lebanon. Additionally, Zardari mentioned that he has briefed the foreign ministers of Saudi Arabia, Egypt, and Turkey about the memorandum of understanding.

Pakistan's Foreign Minister Participates in Quadrilateral Talks in Egypt, States No Charges for Hormuz Strait in 60 Days

On June 21, Serenity published a statement correcting a common misconception in the market regarding SIVE, which is often viewed solely as a laser supplier for CPO vertical scaling. Serenity pointed out that SIVE's lasers actually encompass all next-generation optical connectivity architectures, including pluggable optical modules, CPO horizontal scaling, CPO vertical scaling, and NPO. The strongest evidence comes from the collaboration between Sivers and JBL: the two companies jointly developed a 1.6T optical transceiver using CW lasers, effectively bypassing the capacity bottleneck of EML (electrically modulated lasers) while consuming less power—Jabil's management described it as having a substantial competitive moat. Serenity revealed that after Jabil's announcement, other pluggable optical module manufacturers have proactively contacted SIVE, and they are currently in stages of joint development or certification, with these developments yet to be publicly disclosed and potentially leading to new announcements at any time. Since most optical module manufacturers, except for Lumentum, are not vertically integrated, Sivers' independent laser supply position becomes even more critical. Looking at a longer timeline, CPO horizontal scaling is expected to commence in the second half of 2026 (with SIVE as its laser supplier for POET), while CPO vertical scaling is anticipated to ramp up in the second half of 2027, driven by the Ayar and NVIDIA NVLink CPO ecosystem—this is a core ramp-up node for the entire optical connectivity sector. Serenity stated that, from a supply chain perspective, SIVE is poised to outpace all players at this node, as they likely began design collaborations with companies like Marvell Celestial, Lightmatter, and Lightelligence many years ago. Additionally, at foundries like GlobalFoundries (GFS), SIVE has already become a reference laser; large manufacturers such as O-Net are also building ELS solutions based on SIVE, targeting the supply chains of super-scale cloud providers in Asia. Starting in 2027, SIVE is expected to appear in nearly all new optical connectivity architectures, which Serenity views as a promising multi-target for laser bottlenecks. Note: CPO horizontal scaling refers to optical interconnects across racks and clusters for data center-level network expansion; CPO vertical scaling refers to enhancing interconnect bandwidth between GPUs/accelerators within a single AI server or rack using CPO.

[Serenity: SIVE as a Comprehensive Player in Next-Gen Optical Connectivity, Beyond Just CPO Laser Supplier]On June 21, Serenity published a statement correcting a common misconception in the market regarding SIVE, which is often viewed solely as a laser supplier for CPO vertical scaling. Serenity pointed out that SIVE's lasers actually encompass all next-generation optical connectivity architectures, including pluggable optical modules, CPO horizontal scaling, CPO vertical scaling, and NPO. The strongest evidence comes from the collaboration between Sivers and JBL: the two companies jointly developed a 1.6T optical transceiver using CW lasers, effectively bypassing the capacity bottleneck of EML (electrically modulated lasers) while consuming less power—Jabil's management described it as having a substantial competitive moat. Serenity revealed that after Jabil's announcement, other pluggable optical module manufacturers have proactively contacted SIVE, and they are currently in stages of joint development or certification, with these developments yet to be publicly disclosed and potentially leading to new announcements at any time. Since most optical module manufacturers, except for Lumentum, are not vertically integrated, Sivers' independent laser supply position becomes even more critical. Looking at a longer timeline, CPO horizontal scaling is expected to commence in the second half of 2026 (with SIVE as its laser supplier for POET), while CPO vertical scaling is anticipated to ramp up in the second half of 2027, driven by the Ayar and NVIDIA NVLink CPO ecosystem—this is a core ramp-up node for the entire optical connectivity sector. Serenity stated that, from a supply chain perspective, SIVE is poised to outpace all players at this node, as they likely began design collaborations with companies like Marvell Celestial, Lightmatter, and Lightelligence many years ago. Additionally, at foundries like GlobalFoundries (GFS), SIVE has already become a reference laser; large manufacturers such as O-Net are also building ELS solutions based on SIVE, targeting the supply chains of super-scale cloud providers in Asia. Starting in 2027, SIVE is expected to appear in nearly all new optical connectivity architectures, which Serenity views as a promising multi-target for laser bottlenecks. Note: CPO horizontal scaling refers to optical interconnects across racks and clusters for data center-level network expansion; CPO vertical scaling refers to enhancing interconnect bandwidth between GPUs/accelerators within a single AI server or rack using CPO.

Serenity: SIVE as a Comprehensive Player in Next-Gen Optical Connectivity, Beyond Just CPO Laser Supplier

On June 21, CITIC Securities stated that the market is experiencing a strong short-term rebound; however, after this rebound, the A-shares may enter a period of volatility. The firm remains optimistic about AI computing power as a core theme for the medium to long-term performance in this bull market. Domestic policy benefits, such as those from the Lujiazui Financial Forum, are expected to continue driving the growth of the innovation and entrepreneurship sector. It is anticipated that the ChiNext and Sci-Tech Innovation Board will maintain their strength. However, high valuations and trading structures may become the main reasons for a potential phase shift in the technology sector.

[CITIC Securities: Continued Optimism for AI Computing Power as a Core Theme in the Current Bull Market]On June 21, CITIC Securities stated that the market is experiencing a strong short-term rebound; however, after this rebound, the A-shares may enter a period of volatility. The firm remains optimistic about AI computing power as a core theme for the medium to long-term performance in this bull market. Domestic policy benefits, such as those from the Lujiazui Financial Forum, are expected to continue driving the growth of the innovation and entrepreneurship sector. It is anticipated that the ChiNext and Sci-Tech Innovation Board will maintain their strength. However, high valuations and trading structures may become the main reasons for a potential phase shift in the technology sector.

CITIC Securities: Continued Optimism for AI Computing Power as a Core Theme in the Current Bull Market

On June 21, a spokesperson for the Qatari Ministry of Foreign Affairs expressed hope that the talks between the United States and Iran would lead to a lasting and comprehensive agreement. A technical and expert group has been established to discuss the terms of the final agreement between the US and Iran; a follow-up group has also been formed to implement the memorandum of understanding until the final agreement is reached.

[Qatar Forms Group to Discuss US-Iran Final Agreement Terms and Implement Memorandum of Understanding]On June 21, a spokesperson for the Qatari Ministry of Foreign Affairs expressed hope that the talks between the United States and Iran would lead to a lasting and comprehensive agreement. A technical and expert group has been established to discuss the terms of the final agreement between the US and Iran; a follow-up group has also been formed to implement the memorandum of understanding until the final agreement is reached.

Qatar Forms Group to Discuss US-Iran Final Agreement Terms and Implement Memorandum of Understanding

According to Token Unlocks data, the following large token unlocks are scheduled for next week: 1. June 26: Sahara AI (SAHARA) will unlock approximately 1.03 billion tokens, valued at around $14.8 million; 2. June 25: Humanity (H) and Plasma (XPL) will unlock approximately 266 million tokens and 88.89 million tokens respectively, valued at approximately $54.8 million and $10.4 million; 3. June 24: Newton Protocol (NEWT) will unlock approximately 139 million tokens, valued at around $7.6 million; 4. June 23: MegaETH (MEGA) will unlock approximately 250 million tokens, valued at around $13.5 million; 5. June 22: MultiBank Group (MBG) will unlock approximately 27.15 million tokens, valued at around $6 million.

[Upcoming Large Token Unlocks: MEGA, XPL, SAHARA, and More, with XPL Unlock Valued at Approximately $10.4 Million]According to Token Unlocks data, the following large token unlocks are scheduled for next week: 1. June 26: Sahara AI (SAHARA) will unlock approximately 1.03 billion tokens, valued at around $14.8 million; 2. June 25: Humanity (H) and Plasma (XPL) will unlock approximately 266 million tokens and 88.89 million tokens respectively, valued at approximately $54.8 million and $10.4 million; 3. June 24: Newton Protocol (NEWT) will unlock approximately 139 million tokens, valued at around $7.6 million; 4. June 23: MegaETH (MEGA) will unlock approximately 250 million tokens, valued at around $13.5 million; 5. June 22: MultiBank Group (MBG) will unlock approximately 27.15 million tokens, valued at around $6 million.

Upcoming Large Token Unlocks: MEGA, XPL, SAHARA, and More, with XPL Unlock Valued at Approximately $10.4 Million

On June 20, the US military reported that the commercial shipping traffic in the Strait of Hormuz has increased. The US military continues operations in the area to support freedom of navigation. Today, 55 commercial vessels passed through the Strait of Hormuz.

[US Military: Increased Commercial Shipping Traffic in the Strait of Hormuz Today]On June 20, the US military reported that the commercial shipping traffic in the Strait of Hormuz has increased. The US military continues operations in the area to support freedom of navigation. Today, 55 commercial vessels passed through the Strait of Hormuz.

US Military: Increased Commercial Shipping Traffic in the Strait of Hormuz Today

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US Military: Increased Commercial Shipping Traffic in the Strait of Hormuz Today

Descargo de responsabilidad：El contenido anterior no representa las posiciones de HTX.，HTX no ofrece ninguna recomendación de trading.。

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