7*24

Hot topic

Market

Activities

On June 15, Leslie Falconio of UBS Group stated that the announcement of an agreement between the U.S. and Iran to reopen the Strait of Hormuz has suppressed oil prices and triggered a rise in the U.S. Treasury market, thereby easing the pressure for the Federal Reserve to raise interest rates this year. Falconio mentioned on the television program Surveillance that even before the ceasefire, oil prices were declining, and 'the two-year yield is still rising because the market is digesting the expectation of a nearly 100% probability of a rate hike in December 2026.' 'What is happening now is that oil prices are falling, but the market is stripping away these rate hike expectations. That is why the two-year yield is declining.' The new Federal Reserve Chair Kevin Waller will preside over his first interest rate decision meeting this week. With soaring crude oil prices accelerating inflation, there is increasing support within the Federal Open Market Committee for a rate hike this year. Falconio, who serves as the head of taxable fixed income strategy at UBS Global Wealth Management, expects the FOMC to officially end its accommodative stance at this week's meeting, leading to a more hawkish outlook. However, she still anticipates that the next move will be a rate cut, expected in 2027.

[UBS Believes Falling Oil Prices Will Alleviate Rate Hike Pressure on Fed Chair Waller]On June 15, Leslie Falconio of UBS Group stated that the announcement of an agreement between the U.S. and Iran to reopen the Strait of Hormuz has suppressed oil prices and triggered a rise in the U.S. Treasury market, thereby easing the pressure for the Federal Reserve to raise interest rates this year. Falconio mentioned on the television program Surveillance that even before the ceasefire, oil prices were declining, and 'the two-year yield is still rising because the market is digesting the expectation of a nearly 100% probability of a rate hike in December 2026.' 'What is happening now is that oil prices are falling, but the market is stripping away these rate hike expectations. That is why the two-year yield is declining.' The new Federal Reserve Chair Kevin Waller will preside over his first interest rate decision meeting this week. With soaring crude oil prices accelerating inflation, there is increasing support within the Federal Open Market Committee for a rate hike this year. Falconio, who serves as the head of taxable fixed income strategy at UBS Global Wealth Management, expects the FOMC to officially end its accommodative stance at this week's meeting, leading to a more hawkish outlook. However, she still anticipates that the next move will be a rate cut, expected in 2027.

UBS Believes Falling Oil Prices Will Alleviate Rate Hike Pressure on Fed Chair Waller

On June 15, Leslie Falconio, head of taxable fixed income strategy at UBS Global Wealth Management, stated that following the announcement of the US-Iran agreement, oil prices have fallen, leading to a strengthening of the US Treasury market and a reduction in the pressure on the Federal Reserve to raise interest rates this year. Falconio noted, 'Even before the ceasefire agreement was reached, oil prices had already begun to decline, and the yield on two-year US Treasuries was still rising because the market was pricing in nearly a 100% probability of a rate hike in December at that time.' She added, 'Now the situation is that oil prices are falling, and the market is gradually retracting those rate hike expectations. As a result, the yield on two-year US Treasuries has started to decline.' The newly appointed Fed Chair, Jerome Powell, will preside over his first rate decision this week. Against the backdrop of soaring crude oil prices reigniting inflationary pressures, voices within the FOMC supporting a rate hike this year have been increasing. Falconio anticipates that the FOMC will formally abandon its dovish stance at this week's meeting, making the policy outlook more hawkish. However, she still believes that the Fed's next move will be a rate cut, expected to occur in 2027.

[UBS: US-Iran Agreement Reduces Fed Rate Hike Pressure, Next Move is Rate Cut in 2027]On June 15, Leslie Falconio, head of taxable fixed income strategy at UBS Global Wealth Management, stated that following the announcement of the US-Iran agreement, oil prices have fallen, leading to a strengthening of the US Treasury market and a reduction in the pressure on the Federal Reserve to raise interest rates this year. Falconio noted, 'Even before the ceasefire agreement was reached, oil prices had already begun to decline, and the yield on two-year US Treasuries was still rising because the market was pricing in nearly a 100% probability of a rate hike in December at that time.' She added, 'Now the situation is that oil prices are falling, and the market is gradually retracting those rate hike expectations. As a result, the yield on two-year US Treasuries has started to decline.' The newly appointed Fed Chair, Jerome Powell, will preside over his first rate decision this week. Against the backdrop of soaring crude oil prices reigniting inflationary pressures, voices within the FOMC supporting a rate hike this year have been increasing. Falconio anticipates that the FOMC will formally abandon its dovish stance at this week's meeting, making the policy outlook more hawkish. However, she still believes that the Fed's next move will be a rate cut, expected to occur in 2027.

UBS: US-Iran Agreement Reduces Fed Rate Hike Pressure, Next Move is Rate Cut in 2027

On June 15, the 'White-haired Stock God' Serenity reviewed its core long positions in the European market on social media, focusing on areas such as photonics, semiconductor materials, epitaxial wafers, power devices, and edge AI hardware. Serenity also revisited the industrial positioning and valuation logic of several targets. The core holdings listed include: Sivers Semiconductors, LPKF Laser & Electronics, Soitec, Raspberry Pi Holdings, IQE plc, Riber, and X-FAB Silicon Foundries. In its analysis: · Sivers Semiconductors is seen as a key 'laser and optical interconnect bottleneck' in the next-generation photonics chain, benefiting from the upgrade of 1.6T optical modules and CPO (Co-Packaged Optics) architecture, and has been integrated into several supercomputing supply chains, considered to have mid-term growth elasticity. · LPKF Laser & Electronics is defined as a 'quasi-monopoly' in glass core substrate processing equipment, with its LIDE technology validated by many leading manufacturers in advanced packaging and high-end substrate processing, seen as a key equipment supplier during the capacity expansion cycle. · Soitec is emphasized as a core supplier in the silicon-based photonic substrate (SOI) field, possessing strong pricing power in the supply chain, and benefiting from structural revaluation space after the weakening of traditional business drag. · Raspberry Pi Holdings is viewed as a beneficiary of the downscaling of edge AI computing power, with the logic being that low-cost computing boards are increasing their penetration in AI inference and local deployment scenarios, gradually expanding from the education and hobby market to industrial and embedded AI. · IQE plc is positioned as a key supplier of epitaxial wafers, providing upstream material support for optical manufacturers such as MACOM Technology Solutions and Lumentum Holdings, and is believed to have potential release space in its idle capacity. · Riber is described as a highly concentrated supplier in the molecular beam epitaxy (MBE) equipment field, benefiting from the expansion of quantum computing, quantum dots, and optoelectronic R&D, and has received validation for equipment procurement from some supercomputing and research institutions. · X-FAB Silicon Foundries is seen as one of the few foundry platforms in Europe capable of manufacturing power semiconductors and silicon photonics, and with support from the EU and US CHIPS Act, is believed to have potential revaluation space in the expansion of silicon photonics production lines. Overall, this portfolio revolves around three main lines: 'photonics infrastructure + semiconductor materials/equipment + edge AI hardware,' betting on the structural demand release in high-speed optical interconnects, AI edge deployment, and the power semiconductor cycle over the next 2-3 years.

[Overview of European Semiconductor and Photonics Investment: Serenity Reviews Core Long Positions and Industry Logic]On June 15, the 'White-haired Stock God' Serenity reviewed its core long positions in the European market on social media, focusing on areas such as photonics, semiconductor materials, epitaxial wafers, power devices, and edge AI hardware. Serenity also revisited the industrial positioning and valuation logic of several targets. The core holdings listed include: Sivers Semiconductors, LPKF Laser & Electronics, Soitec, Raspberry Pi Holdings, IQE plc, Riber, and X-FAB Silicon Foundries. In its analysis: · Sivers Semiconductors is seen as a key 'laser and optical interconnect bottleneck' in the next-generation photonics chain, benefiting from the upgrade of 1.6T optical modules and CPO (Co-Packaged Optics) architecture, and has been integrated into several supercomputing supply chains, considered to have mid-term growth elasticity. · LPKF Laser & Electronics is defined as a 'quasi-monopoly' in glass core substrate processing equipment, with its LIDE technology validated by many leading manufacturers in advanced packaging and high-end substrate processing, seen as a key equipment supplier during the capacity expansion cycle. · Soitec is emphasized as a core supplier in the silicon-based photonic substrate (SOI) field, possessing strong pricing power in the supply chain, and benefiting from structural revaluation space after the weakening of traditional business drag. · Raspberry Pi Holdings is viewed as a beneficiary of the downscaling of edge AI computing power, with the logic being that low-cost computing boards are increasing their penetration in AI inference and local deployment scenarios, gradually expanding from the education and hobby market to industrial and embedded AI. · IQE plc is positioned as a key supplier of epitaxial wafers, providing upstream material support for optical manufacturers such as MACOM Technology Solutions and Lumentum Holdings, and is believed to have potential release space in its idle capacity. · Riber is described as a highly concentrated supplier in the molecular beam epitaxy (MBE) equipment field, benefiting from the expansion of quantum computing, quantum dots, and optoelectronic R&D, and has received validation for equipment procurement from some supercomputing and research institutions. · X-FAB Silicon Foundries is seen as one of the few foundry platforms in Europe capable of manufacturing power semiconductors and silicon photonics, and with support from the EU and US CHIPS Act, is believed to have potential revaluation space in the expansion of silicon photonics production lines. Overall, this portfolio revolves around three main lines: 'photonics infrastructure + semiconductor materials/equipment + edge AI hardware,' betting on the structural demand release in high-speed optical interconnects, AI edge deployment, and the power semiconductor cycle over the next 2-3 years.

Overview of European Semiconductor and Photonics Investment: Serenity Reviews Core Long Positions and Industry Logic

On June 15, according to HTX market data, JTO surged over 44% in 24 hours, currently priced at $0.7591, with a market cap rising to $690 million. In related news, Jito Labs has launched JTX (expected to go live in July), a self-custody trading tool/terminal that integrates features such as charting, execution, and portfolio management. Initially supporting spot trading for Solana, it will later add perpetual contracts and prediction markets. 80% of JTX's revenue will flow to the JTO token (for buybacks/value capture).

[JTO Surges Over 44% in 24 Hours, Market Cap Reaches $690 Million]On June 15, according to HTX market data, JTO surged over 44% in 24 hours, currently priced at $0.7591, with a market cap rising to $690 million. In related news, Jito Labs has launched JTX (expected to go live in July), a self-custody trading tool/terminal that integrates features such as charting, execution, and portfolio management. Initially supporting spot trading for Solana, it will later add perpetual contracts and prediction markets. 80% of JTX's revenue will flow to the JTO token (for buybacks/value capture).

JTO Surges Over 44% in 24 Hours, Market Cap Reaches $690 Million

On June 15, Kevin Warsh, the newly appointed Chairman of the Federal Reserve, will hold his first press conference following a monetary policy meeting this Thursday. This 'debut' is seen by the market as a crucial window for assessing the future policy direction of the Federal Reserve. Before officially taking office, Warsh was known for his critical stance, having frequently questioned the Fed's communication mechanisms and forward guidance framework, and advocated for a reduction in the balance sheet. Now, facing real policy challenges, he will respond as a decision-maker to high inflation and a complex geopolitical environment for the first time. Currently, U.S. inflation remains above 3%, still far from the 2% target, while a strong labor market and fluctuations in oil prices have contributed to persistent inflation resilience that exceeds expectations. The market widely anticipates that the Fed will keep the benchmark interest rate unchanged in the range of 3.50%–3.75% at this meeting. Investors are more focused on Warsh's statements regarding the policy framework and inflation trajectory, as well as whether he will adjust the Fed's long-standing communication methods, including attitudes toward 'forward guidance' and the 'dot plot.' This meeting will also release the latest quarterly economic projections (SEP). Analysts believe that any changes in wording regarding upward inflation or a tightening policy path could significantly impact the market's repricing of the likelihood of interest rate hikes within the year. The market generally views this press conference as an important starting point for defining the monetary policy style of the 'Warsh era,' with his statements potentially becoming a key variable in global asset pricing in the future.

[Warsh's Fed Debut: From Critic to Leader, Market Bets on Policy Shift to Hawkish]On June 15, Kevin Warsh, the newly appointed Chairman of the Federal Reserve, will hold his first press conference following a monetary policy meeting this Thursday. This 'debut' is seen by the market as a crucial window for assessing the future policy direction of the Federal Reserve. Before officially taking office, Warsh was known for his critical stance, having frequently questioned the Fed's communication mechanisms and forward guidance framework, and advocated for a reduction in the balance sheet. Now, facing real policy challenges, he will respond as a decision-maker to high inflation and a complex geopolitical environment for the first time. Currently, U.S. inflation remains above 3%, still far from the 2% target, while a strong labor market and fluctuations in oil prices have contributed to persistent inflation resilience that exceeds expectations. The market widely anticipates that the Fed will keep the benchmark interest rate unchanged in the range of 3.50%–3.75% at this meeting. Investors are more focused on Warsh's statements regarding the policy framework and inflation trajectory, as well as whether he will adjust the Fed's long-standing communication methods, including attitudes toward 'forward guidance' and the 'dot plot.' This meeting will also release the latest quarterly economic projections (SEP). Analysts believe that any changes in wording regarding upward inflation or a tightening policy path could significantly impact the market's repricing of the likelihood of interest rate hikes within the year. The market generally views this press conference as an important starting point for defining the monetary policy style of the 'Warsh era,' with his statements potentially becoming a key variable in global asset pricing in the future.

Warsh's Fed Debut: From Critic to Leader, Market Bets on Policy Shift to Hawkish

On June 15, CNBC reported that Anthropic will meet today with officials from the Trump administration regarding the 'Mythos' model. Earlier today, BlockBeats reported that sources close to Anthropic revealed that the company's senior technical staff have traveled to Washington to meet with White House officials in an attempt to resolve the export control disputes that previously forced its most powerful large models, Mythos and Fable, to be physically taken offline.

[Anthropic to Meet with Trump Administration Officials Today Regarding 'Mythos' Model]On June 15, CNBC reported that Anthropic will meet today with officials from the Trump administration regarding the 'Mythos' model. Earlier today, BlockBeats reported that sources close to Anthropic revealed that the company's senior technical staff have traveled to Washington to meet with White House officials in an attempt to resolve the export control disputes that previously forced its most powerful large models, Mythos and Fable, to be physically taken offline.

Anthropic to Meet with Trump Administration Officials Today Regarding 'Mythos' Model

On June 15, Wang Chun, co-founder of F2Pool, associated wallets made three significant purchases of ETH, specifically: · 9,719 ETH on June 5; · 17,560 ETH on June 6; · 15,740 ETH on June 12. Based on the average purchase price on those dates, with the ETH price rebounding to $1,810, Wang Chun's estimated paper profit from these three purchases is approximately $8.64 million.

[F2Pool Co-founder Wang Chun Recently Accumulates ETH, Current Paper Profit Exceeds $8 Million]On June 15, Wang Chun, co-founder of F2Pool, associated wallets made three significant purchases of ETH, specifically: · 9,719 ETH on June 5; · 17,560 ETH on June 6; · 15,740 ETH on June 12. Based on the average purchase price on those dates, with the ETH price rebounding to $1,810, Wang Chun's estimated paper profit from these three purchases is approximately $8.64 million.

F2Pool Co-founder Wang Chun Recently Accumulates ETH, Current Paper Profit Exceeds $8 Million

On June 15, the cross-chain interoperability protocol Hyperbridge announced the completion of a comprehensive architectural restart. After conducting security audits, offering bug bounty incentives, and restructuring the system, it has relaunched and officially transitioned to a 'hyperstructure' model. The protocol had been paused since the security incident on April 13, during which it completed joint audits with organizations such as SRLabs and paid over $150,000 in bounties to security researchers. The team stated that this upgrade removed the previously centralized management keys, shifting to a fully permissionless network of validators and provers, achieving full-stack decentralized operation. The restart also introduced the 'Hyper Fungible Token (HFT)' standard, allowing each cross-chain asset to become an independent application layer structure, with issuers autonomously controlling cross-chain behavior rules, including pause mechanisms and rate-limiting strategies. Hyperbridge also released the OFT (Omnichain Fungible Token) adapter, compatible with existing cross-chain protocols like LayerZero, enabling asset migration to a zero-knowledge proof-based transport layer by simply modifying configuration parameters, without the need to redeploy contracts. Additionally, the protocol's business model has shifted from a pay-per-use model to a subscription model, allowing cross-chain applications to pay a stablecoin fee ranging from $50 to $1,000 per month for bandwidth services. Officials stated that this upgrade marks Hyperbridge's transition from an early cross-chain bridge project to a fully decentralized infrastructure protocol, aiming to provide a unified interoperability layer for multi-chain ecosystems without the need for trusted intermediaries.

[Hyperbridge Restarts Cross-Chain Interoperability Protocol and Launches OFT Adapter, Completes Decentralized Architecture Upgrade]On June 15, the cross-chain interoperability protocol Hyperbridge announced the completion of a comprehensive architectural restart. After conducting security audits, offering bug bounty incentives, and restructuring the system, it has relaunched and officially transitioned to a 'hyperstructure' model. The protocol had been paused since the security incident on April 13, during which it completed joint audits with organizations such as SRLabs and paid over $150,000 in bounties to security researchers. The team stated that this upgrade removed the previously centralized management keys, shifting to a fully permissionless network of validators and provers, achieving full-stack decentralized operation. The restart also introduced the 'Hyper Fungible Token (HFT)' standard, allowing each cross-chain asset to become an independent application layer structure, with issuers autonomously controlling cross-chain behavior rules, including pause mechanisms and rate-limiting strategies. Hyperbridge also released the OFT (Omnichain Fungible Token) adapter, compatible with existing cross-chain protocols like LayerZero, enabling asset migration to a zero-knowledge proof-based transport layer by simply modifying configuration parameters, without the need to redeploy contracts. Additionally, the protocol's business model has shifted from a pay-per-use model to a subscription model, allowing cross-chain applications to pay a stablecoin fee ranging from $50 to $1,000 per month for bandwidth services. Officials stated that this upgrade marks Hyperbridge's transition from an early cross-chain bridge project to a fully decentralized infrastructure protocol, aiming to provide a unified interoperability layer for multi-chain ecosystems without the need for trusted intermediaries.

Hyperbridge Restarts Cross-Chain Interoperability Protocol and Launches OFT Adapter, Completes Decentralized Architecture Upgrade

On June 15, during intraday trading, SpaceX's market value briefly reached approximately $2.28 trillion. According to commonly used estimates on public wealth rankings, Musk's personal wealth is primarily composed of his stakes in SpaceX, Tesla, and other private companies. If we estimate Musk's economic interest in SpaceX at just over 30%, the value of his SpaceX shares is approximately $750 billion. Adding in his stakes and options in Tesla, as well as assets from Neuralink and The Boring Company, Musk's current net worth is roughly estimated to be between $1.1 trillion and $1.2 trillion. However, due to the differences in SpaceX's equity structure, lock-up periods, voting rights, and economic interests, estimates from different institutions may vary significantly. If calculated with a higher ownership percentage, Musk's paper wealth could even approach or exceed $1.3 trillion.

[Musk's Net Worth Rises to Between $1.1 Trillion and $1.2 Trillion]On June 15, during intraday trading, SpaceX's market value briefly reached approximately $2.28 trillion. According to commonly used estimates on public wealth rankings, Musk's personal wealth is primarily composed of his stakes in SpaceX, Tesla, and other private companies. If we estimate Musk's economic interest in SpaceX at just over 30%, the value of his SpaceX shares is approximately $750 billion. Adding in his stakes and options in Tesla, as well as assets from Neuralink and The Boring Company, Musk's current net worth is roughly estimated to be between $1.1 trillion and $1.2 trillion. However, due to the differences in SpaceX's equity structure, lock-up periods, voting rights, and economic interests, estimates from different institutions may vary significantly. If calculated with a higher ownership percentage, Musk's paper wealth could even approach or exceed $1.3 trillion.

Musk's Net Worth Rises to Between $1.1 Trillion and $1.2 Trillion

火币HTX报道，6月13日，研究机构CFRA：首次覆盖SpaceX(SPCX.O)，给予“卖出”评级；目标价115美元。

【研究机构CFRA给予SpaceX(SPCX.O)“卖出”评级，目标价115美元。】火币HTX报道，6月13日，研究机构CFRA：首次覆盖SpaceX(SPCX.O)，给予“卖出”评级；目标价115美元。

研究机构CFRA给予SpaceX(SPCX.O)“卖出”评级，目标价115美元。

Humanity Loses $31 Million in Attack, Token Price Plummets 90% Due to a Single Private Key

Over $31 Million Stolen from Humanity, Is the Team Behind It Paving the Way for a New Project?

Taiwanese Nodes on the AI Industry Chain: 9 Taiwanese Stock Picks Favored by 'New Stock God' Serenity

Claude's Latest Model to be Released Tomorrow, Anthropic Turns Model Launches into an IPO Language

The Higher Bitcoin Goes, The Less Institutions Want It? Coinbase Executive Weighs In

Just Now, Claude Mythos 5 Released, Handles 50 Million Lines of Code in One Day

SemiAnalysis Report Claims Delay in Two Key Technologies, Triggers Sharp Decline in 'Optoelectronics', Sparking Online Debate Over CPO

Internet-Famous Institution Battles White-Haired Stock God: What Does the Report That Crashed CPO Stocks Actually Recommend?

SpaceX's Core Window for Listed Trading: July 7th Nasdaq Inclusion Date and Post-Q2 Earnings Lockup Expiration

Sequoia Dialogue with Jensen Huang: Computing Model Undergoes a 60-Year Transformation; You Won't Be Replaced by AI, But You Will Be Dimensionality-Reduced by 'Those Who Master AI'

Article

zest soared to 0.28448 USDT, a new high with a 24-hour increase of 2.67%. It currently trades at 0.273318 USDT on HTX.

ETH breaks through 1700 USDT

研究机构CFRA给予SpaceX(SPCX.O)“卖出”评级，目标价115美元。

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

All Comments0LatestHot

Trending Topics