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On June 16, market data showed that HYPE surged over 10% in a single day, currently priced at $71.569. Previously, there were reports that Arthur Hayes allegedly bought back 47,000 HYPE tokens.

[HYPE Surges Over 10% in a Day, Currently Priced at $71.569]On June 16, market data showed that HYPE surged over 10% in a single day, currently priced at $71.569. Previously, there were reports that Arthur Hayes allegedly bought back 47,000 HYPE tokens.

HYPE Surges Over 10% in a Day, Currently Priced at $71.569

On June 16, according to The Information, DeepSeek has completed over $7 billion in financing, with this round valuing the company at over $50 billion.

[DeepSeek Reportedly Completes Over $7 Billion Financing]On June 16, according to The Information, DeepSeek has completed over $7 billion in financing, with this round valuing the company at over $50 billion.

DeepSeek Reportedly Completes Over $7 Billion Financing

According to data from Polymarket, a new wallet spent an astonishing $4.22 million betting on upset results in the World Cup: wagering that Spain would not win the match and that Cape Verde would win with a -2.5 spread. As a result, the $4.22 million turned into $13.28 million, yielding a profit of $9.06 million.

[A New Wallet Spends $4.22 Million on Upset Bets in the World Cup, Nets $9.06 Million]According to data from Polymarket, a new wallet spent an astonishing $4.22 million betting on upset results in the World Cup: wagering that Spain would not win the match and that Cape Verde would win with a -2.5 spread. As a result, the $4.22 million turned into $13.28 million, yielding a profit of $9.06 million.

A New Wallet Spends $4.22 Million on Upset Bets in the World Cup, Nets $9.06 Million

On June 16, Aletheia Capital released a highly aggressive research report on Micron Technology (MU), significantly raising its target price to $1600. The report predicts that the value proportion of AI memory devices in AI hardware systems will exceed 70% by 2027. Aletheia expects Micron's EPS for fiscal year 2027 to grow 8.5 times from current levels, with an additional expansion of 1.8 times in fiscal year 2028, resulting in a cumulative increase of 15 times. The firm forecasts that the company will generate a total of $350 billion to $400 billion in free cash flow from FY26 to FY28. In terms of price predictions, Aletheia's upward adjustment also exceeds market expectations. The report indicates that the average selling price (ASP) of server DRAM is expected to increase by 30% quarter-over-quarter in the third quarter of 2026, significantly higher than the previous forecast of 10% to 15%; a further increase of 10% to 15% is anticipated in the fourth quarter of 2026. Regarding HBM, Aletheia predicts its ASP will double year-over-year by 2027. This assessment is based on the sustained surge in demand for high-bandwidth memory driven by AI training and inference, while high technological barriers on the supply side further support the upward shift in price levels. Following the report, Micron's stock price rose over 10% yesterday.

[Aletheia Capital Raises Micron's Target Price to $1600]On June 16, Aletheia Capital released a highly aggressive research report on Micron Technology (MU), significantly raising its target price to $1600. The report predicts that the value proportion of AI memory devices in AI hardware systems will exceed 70% by 2027. Aletheia expects Micron's EPS for fiscal year 2027 to grow 8.5 times from current levels, with an additional expansion of 1.8 times in fiscal year 2028, resulting in a cumulative increase of 15 times. The firm forecasts that the company will generate a total of $350 billion to $400 billion in free cash flow from FY26 to FY28. In terms of price predictions, Aletheia's upward adjustment also exceeds market expectations. The report indicates that the average selling price (ASP) of server DRAM is expected to increase by 30% quarter-over-quarter in the third quarter of 2026, significantly higher than the previous forecast of 10% to 15%; a further increase of 10% to 15% is anticipated in the fourth quarter of 2026. Regarding HBM, Aletheia predicts its ASP will double year-over-year by 2027. This assessment is based on the sustained surge in demand for high-bandwidth memory driven by AI training and inference, while high technological barriers on the supply side further support the upward shift in price levels. Following the report, Micron's stock price rose over 10% yesterday.

Aletheia Capital Raises Micron's Target Price to $1600

On June 16, according to monitoring by Lookonchain, Bitwise purchased 77,097 HYPE through FalconX one hour ago, valued at approximately 5.18 million dollars.

[Bitwise Purchases 77,097 HYPE via FalconX]On June 16, according to monitoring by Lookonchain, Bitwise purchased 77,097 HYPE through FalconX one hour ago, valued at approximately 5.18 million dollars.

Bitwise Purchases 77,097 HYPE via FalconX

On June 16, in the latest episode of the BG2 podcast, Gavin Baker stated that xAI's cloud computing business may be becoming one of the most underrated growth engines within Elon Musk's ecosystem. BG2 is a technology and investment podcast hosted by Brad Gerstner and Bill Gurley, with an audience primarily from Silicon Valley startups, venture capital, and public market investments. Baker, the founder and Chief Investment Officer of Atreides Management, is a hedge fund investor with a long-standing focus on tech stocks, AI, and infrastructure investments. In the program, Baker cited Clark's analysis indicating that the cloud computing deal xAI reached with Google could generate operating profits exceeding those of Anthropic, Meta, Google, and OpenAI when calculated per gigawatt of computing power. He also mentioned that Freda's estimates for Colossus 1 suggest that the project's internal rate of return could reach 55%. In Baker's view, if companies can finance at rates of 6%, 7%, or 8%, and reinvest in a project with an internal rate of return of about 55%, the financial logic is very straightforward. He stated that xAI may have rapidly ascended from being a non-AI cloud service provider to becoming one of the world's fourth-largest AI hyperscalers.

[Opinion: xAI's Cloud Computing Business May Be One of the Most Underrated Growth Engines in Musk's Ecosystem]On June 16, in the latest episode of the BG2 podcast, Gavin Baker stated that xAI's cloud computing business may be becoming one of the most underrated growth engines within Elon Musk's ecosystem. BG2 is a technology and investment podcast hosted by Brad Gerstner and Bill Gurley, with an audience primarily from Silicon Valley startups, venture capital, and public market investments. Baker, the founder and Chief Investment Officer of Atreides Management, is a hedge fund investor with a long-standing focus on tech stocks, AI, and infrastructure investments. In the program, Baker cited Clark's analysis indicating that the cloud computing deal xAI reached with Google could generate operating profits exceeding those of Anthropic, Meta, Google, and OpenAI when calculated per gigawatt of computing power. He also mentioned that Freda's estimates for Colossus 1 suggest that the project's internal rate of return could reach 55%. In Baker's view, if companies can finance at rates of 6%, 7%, or 8%, and reinvest in a project with an internal rate of return of about 55%, the financial logic is very straightforward. He stated that xAI may have rapidly ascended from being a non-AI cloud service provider to becoming one of the world's fourth-largest AI hyperscalers.

Opinion: xAI's Cloud Computing Business May Be One of the Most Underrated Growth Engines in Musk's Ecosystem

On June 16, following the Bank of Japan's decision to raise interest rates, Japanese government bonds remained weak in price. Masahiko Loo from State Street Global Advisors commented, "Despite Governor Ueda's absence, the 7-1 voting outcome highlights the strong momentum behind normalization, with the inflation camp clearly in the minority." The senior fixed income strategist added, "The focus now shifts to Deputy Governor Shinichi Uchida's press conference, where a slightly hawkish tone and any hints about an earlier rate hike in the September/October window will be closely watched, although this is a low-probability outcome." State Street Global Advisors expects the Bank of Japan to raise rates at least once more this year. The yield on the two-year Japanese government bond rose by 1.5 basis points to 1.410%, while the yield on the ten-year bond increased by 5 basis points to 2.625%.

[State Street: BOJ May Raise Rates Again This Year]On June 16, following the Bank of Japan's decision to raise interest rates, Japanese government bonds remained weak in price. Masahiko Loo from State Street Global Advisors commented, "Despite Governor Ueda's absence, the 7-1 voting outcome highlights the strong momentum behind normalization, with the inflation camp clearly in the minority." The senior fixed income strategist added, "The focus now shifts to Deputy Governor Shinichi Uchida's press conference, where a slightly hawkish tone and any hints about an earlier rate hike in the September/October window will be closely watched, although this is a low-probability outcome." State Street Global Advisors expects the Bank of Japan to raise rates at least once more this year. The yield on the two-year Japanese government bond rose by 1.5 basis points to 1.410%, while the yield on the ten-year bond increased by 5 basis points to 2.625%.

State Street: BOJ May Raise Rates Again This Year

On June 16, data from the prediction market platform Predict.fun shows that the match between France and Senegal in the group stage of the 2026 World Cup, scheduled for June 17 at 3:00 AM Beijing time, has France with a win probability of 67%, bolstered by top stars like Mbappé and Dembélé.

[Will the Upset Continue Tonight? Predict.fun Reports France's 67% Win Rate Against Senegal]On June 16, data from the prediction market platform Predict.fun shows that the match between France and Senegal in the group stage of the 2026 World Cup, scheduled for June 17 at 3:00 AM Beijing time, has France with a win probability of 67%, bolstered by top stars like Mbappé and Dembélé.

Will the Upset Continue Tonight? Predict.fun Reports France's 67% Win Rate Against Senegal

On June 16, in the latest episode of the BG2 podcast, Brad Gerstner described SpaceX as an asset that institutional investors must buy and hold, citing the company's position at the intersection of the space economy and the expansion of artificial intelligence computing power. BG2 is a podcast focused on technology, markets, investment, and capitalism in Silicon Valley, hosted by Altimeter founder and CEO Brad Gerstner and former Benchmark general partner Bill Gurley. Gerstner, a technology growth stock investor, has long focused on cloud computing, AI, and high-growth tech companies. He stated that if investors believe in the direction of AGI development, they must accept the premise that the scale of computing power needed globally will far exceed current market expectations, and the economic value created by large models will also surpass most people's imaginations. In his view, combining this judgment with SpaceX's core business makes it difficult to find another company or entrepreneur that can provide a more direct future bet. Regarding the valuation controversy surrounding a potential IPO, Gerstner noted that short-sellers are focused on SpaceX's revenue from last year and investment banks' predictions of significant revenue growth over the next three years, questioning how many companies can achieve several-fold expansion within three to four years. However, he believes that if the business is broken down using first principles, Starlink, ground-based AI computing power, and the model business acquired from Cursor could all support this growth path. Gerstner also mentioned that after signing new deals, SpaceX's valuation multiple dropped from about 100 times past revenue to approximately 39 times, and stated that the company added about $29 billion in orders within a month, which he considers extremely rare.

[Prominent Silicon Valley Investor: SpaceX is a 'Must-Buy, Must-Hold' Future Bet for Institutional Investors]On June 16, in the latest episode of the BG2 podcast, Brad Gerstner described SpaceX as an asset that institutional investors must buy and hold, citing the company's position at the intersection of the space economy and the expansion of artificial intelligence computing power. BG2 is a podcast focused on technology, markets, investment, and capitalism in Silicon Valley, hosted by Altimeter founder and CEO Brad Gerstner and former Benchmark general partner Bill Gurley. Gerstner, a technology growth stock investor, has long focused on cloud computing, AI, and high-growth tech companies. He stated that if investors believe in the direction of AGI development, they must accept the premise that the scale of computing power needed globally will far exceed current market expectations, and the economic value created by large models will also surpass most people's imaginations. In his view, combining this judgment with SpaceX's core business makes it difficult to find another company or entrepreneur that can provide a more direct future bet. Regarding the valuation controversy surrounding a potential IPO, Gerstner noted that short-sellers are focused on SpaceX's revenue from last year and investment banks' predictions of significant revenue growth over the next three years, questioning how many companies can achieve several-fold expansion within three to four years. However, he believes that if the business is broken down using first principles, Starlink, ground-based AI computing power, and the model business acquired from Cursor could all support this growth path. Gerstner also mentioned that after signing new deals, SpaceX's valuation multiple dropped from about 100 times past revenue to approximately 39 times, and stated that the company added about $29 billion in orders within a month, which he considers extremely rare.

Prominent Silicon Valley Investor: SpaceX is a 'Must-Buy, Must-Hold' Future Bet for Institutional Investors

Bitcoin Fear and Greed Index is 20. Extreme Fear.
Current Price: $65831.66.

[Bitcoin Fear and Greed Index is 20]Bitcoin Fear and Greed Index is 20. Extreme Fear.
Current Price: $65831.66.

Bitcoin Fear and Greed Index is 20

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

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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

TON Revives the Gram Brand, a Name That Disappeared Six Years Ago Returns

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'

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AAVE breaks through 70 USDT

Bitcoin Fear and Greed Index is 20

Clause de non-responsabilité：Le contenu ci-dessus ne représente pas les positions de HTX.，HTX ne fournit pas de recommandations de trading.。

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