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On June 4, Bill Ackman, founder of Pershing Square Capital, stated that current market behavior resembles that of the 2000 internet bubble, with investors pouring significant funds into hot sectors such as chips, semiconductors, and energy, while overlooking fundamentally strong quality companies. Ackman pointed out that just as the market once viewed Berkshire Hathaway as an 'outdated asset', today tech giants like Amazon, Meta, and Microsoft are facing similar situations. He believes this market sentiment has led to the undervaluation of these companies, which are core holdings in his portfolio. Ackman revealed that he established a position in Microsoft after its stock price dropped following its February 2026 earnings report, viewing it as a significant beneficiary of the AI wave. He emphasized that in the AI era, companies face a significantly increased risk of disruption, and investors must reassess the long-term competitiveness of business models. Regarding the software industry, Ackman stated that companies failing to integrate AI in a timely manner will face substantial challenges, with some high-cost software companies relying on niche markets being particularly at risk. Additionally, Ackman noted that a month ago, many high-quality companies in the market had valuations that were 'incredibly low'. When discussing potential IPOs, he specifically mentioned SpaceX and OpenAI, stating that the former is approaching a monopoly in the low-cost space launch sector, while the latter has an attractive business model but still needs to clarify its capital investment strategy to the market.

[Bill Ackman Warns of Market Overexposure to Hot Narratives, High-Quality Tech Giants May Be Undervalued]On June 4, Bill Ackman, founder of Pershing Square Capital, stated that current market behavior resembles that of the 2000 internet bubble, with investors pouring significant funds into hot sectors such as chips, semiconductors, and energy, while overlooking fundamentally strong quality companies. Ackman pointed out that just as the market once viewed Berkshire Hathaway as an 'outdated asset', today tech giants like Amazon, Meta, and Microsoft are facing similar situations. He believes this market sentiment has led to the undervaluation of these companies, which are core holdings in his portfolio. Ackman revealed that he established a position in Microsoft after its stock price dropped following its February 2026 earnings report, viewing it as a significant beneficiary of the AI wave. He emphasized that in the AI era, companies face a significantly increased risk of disruption, and investors must reassess the long-term competitiveness of business models. Regarding the software industry, Ackman stated that companies failing to integrate AI in a timely manner will face substantial challenges, with some high-cost software companies relying on niche markets being particularly at risk. Additionally, Ackman noted that a month ago, many high-quality companies in the market had valuations that were 'incredibly low'. When discussing potential IPOs, he specifically mentioned SpaceX and OpenAI, stating that the former is approaching a monopoly in the low-cost space launch sector, while the latter has an attractive business model but still needs to clarify its capital investment strategy to the market.

Bill Ackman Warns of Market Overexposure to Hot Narratives, High-Quality Tech Giants May Be Undervalued

On June 4, 2026, according to the latest on-chain data from DMDAO, the decentralized matrix market-making protocol, DMD, has permanently transferred a cumulative 31,493.06 DMD to a black hole address over the past 7 calendar days.

[DMDAO Supply Shrinks Again: 31,493.06 DMD Burned Over the Past 7 Days]On June 4, 2026, according to the latest on-chain data from DMDAO, the decentralized matrix market-making protocol, DMD, has permanently transferred a cumulative 31,493.06 DMD to a black hole address over the past 7 calendar days.

DMDAO Supply Shrinks Again: 31,493.06 DMD Burned Over the Past 7 Days

On June 4th, according to monitoring by Onchain Lens, whale trader Evaded (@ICanPlug) had his ZEC long position completely liquidated, resulting in a loss of approximately $2.9 million. Subsequently, he opened another ZEC long position with 10x leverage, but the market continued to decline, and his total losses have now exceeded $5.4 million.

[Whale Loses Approximately $2.9 Million on ZEC Long Position, Then Enters Another 10x Long Position Facing Further Losses]On June 4th, according to monitoring by Onchain Lens, whale trader Evaded (@ICanPlug) had his ZEC long position completely liquidated, resulting in a loss of approximately $2.9 million. Subsequently, he opened another ZEC long position with 10x leverage, but the market continued to decline, and his total losses have now exceeded $5.4 million.

Whale Loses Approximately $2.9 Million on ZEC Long Position, Then Enters Another 10x Long Position Facing Further Losses

According to monitoring by Dongcha Beating, WeChat is working closely with several major smartphone manufacturers, including Huawei, Xiaomi, Honor, OPPO, and vivo, to introduce an assistant capability based on the A2A (Agent-to-Agent) collaboration mechanism. Tencent Customer Service has confirmed this feature, stating that it allows the system AI assistant of smartphone manufacturers to send commands directly to WeChat, which is responsible for executing them and returning the results. Several smartphone manufacturers have already completed the integration. Core functionalities include initiating audio and video calls with designated friends and sending WeChat messages through the system voice assistant, with specific features being gradually refined based on the compatibility of each manufacturer.

[WeChat Collaborates with Smartphone Manufacturers to Launch A2A Assistant Feature]According to monitoring by Dongcha Beating, WeChat is working closely with several major smartphone manufacturers, including Huawei, Xiaomi, Honor, OPPO, and vivo, to introduce an assistant capability based on the A2A (Agent-to-Agent) collaboration mechanism. Tencent Customer Service has confirmed this feature, stating that it allows the system AI assistant of smartphone manufacturers to send commands directly to WeChat, which is responsible for executing them and returning the results. Several smartphone manufacturers have already completed the integration. Core functionalities include initiating audio and video calls with designated friends and sending WeChat messages through the system voice assistant, with specific features being gradually refined based on the compatibility of each manufacturer.

WeChat Collaborates with Smartphone Manufacturers to Launch A2A Assistant Feature

On June 4, Meta announced the launch of the Business Agent AI assistant, now available to businesses worldwide. This tool can be deployed in minutes and supports automatic responses to customer inquiries, product recommendations, service appointments, lead filtering, and sales completion, with the option to transfer to human customer service as needed. Meta reported that over 1 million businesses are currently using Business Agent via WhatsApp and Messenger, with more than 1 billion active conversations related to businesses occurring daily on WhatsApp, Messenger, and Instagram. In the future, the service will expand to Instagram and gradually introduce paid subscription plans. Additionally, Meta has released the Meta Business Agent Platform, providing businesses with the infrastructure to build, customize, and deploy AI agents at scale. This platform can connect to hundreds of systems, including Shopify, Zendesk, and Shopee, and offers enterprise-level control, rule management, and data analytics capabilities. Furthermore, Business Agent can act as an operational assistant for businesses, providing unread message summaries, conversation analysis, and more. Meta stated that it will further expand its capabilities in the future, including market research, product analysis, schedule management, and competitive intelligence, to help businesses achieve greater operational automation.

[Meta Launches Business Agent AI Assistant for 24/7 Customer Service]On June 4, Meta announced the launch of the Business Agent AI assistant, now available to businesses worldwide. This tool can be deployed in minutes and supports automatic responses to customer inquiries, product recommendations, service appointments, lead filtering, and sales completion, with the option to transfer to human customer service as needed. Meta reported that over 1 million businesses are currently using Business Agent via WhatsApp and Messenger, with more than 1 billion active conversations related to businesses occurring daily on WhatsApp, Messenger, and Instagram. In the future, the service will expand to Instagram and gradually introduce paid subscription plans. Additionally, Meta has released the Meta Business Agent Platform, providing businesses with the infrastructure to build, customize, and deploy AI agents at scale. This platform can connect to hundreds of systems, including Shopify, Zendesk, and Shopee, and offers enterprise-level control, rule management, and data analytics capabilities. Furthermore, Business Agent can act as an operational assistant for businesses, providing unread message summaries, conversation analysis, and more. Meta stated that it will further expand its capabilities in the future, including market research, product analysis, schedule management, and competitive intelligence, to help businesses achieve greater operational automation.

Meta Launches Business Agent AI Assistant for 24/7 Customer Service

On June 4, Anthropic reported that in the past year, about 67% of the 832 accounts banned for violations had used AI to assist in cyber attacks, including the creation of malware. AI has become deeply integrated into the attack lifecycle, with 6.5% of banned accounts using AI for internal network infiltration. The proportion of medium to high-risk accounts increased from 33% in the first six months to 56%. Last month, Google discovered the first case of a zero-day vulnerability developed using AI. Anthropic is set to launch its AI model, Mythos, which has identified over 10,000 significant vulnerabilities in commonly used software.

[Anthropic: Approximately 67% of Banned Accounts Used AI to Assist Cyber Attacks]On June 4, Anthropic reported that in the past year, about 67% of the 832 accounts banned for violations had used AI to assist in cyber attacks, including the creation of malware. AI has become deeply integrated into the attack lifecycle, with 6.5% of banned accounts using AI for internal network infiltration. The proportion of medium to high-risk accounts increased from 33% in the first six months to 56%. Last month, Google discovered the first case of a zero-day vulnerability developed using AI. Anthropic is set to launch its AI model, Mythos, which has identified over 10,000 significant vulnerabilities in commonly used software.

Anthropic: Approximately 67% of Banned Accounts Used AI to Assist Cyber Attacks

On June 4, the stablecoin apxUSD, issued by the Apyx protocol and primarily collateralized by Strategy preferred stock STRC, briefly depegged during a time when Bitcoin fell below $63,000, dropping to a low of $0.93. Apyx stated that this fluctuation is not due to a vulnerability but rather reflects the expected performance of the preferred stock collateral backing the stablecoin. Since the reserve assets of apxUSD are mainly composed of STRC preferred stock with a face value of $100, when STRC trades below par in the secondary market, the market value of the reserve assets declines, leading to price volatility of the stablecoin. The protocol claims that its stability mechanism includes over-collateralization, a dividend adjustment mechanism, and cash and short-term U.S. Treasury reserves as a buffer. Data shows that since last August, STRC has fallen below par four times but has ultimately recovered to $100 each time. In response to market concerns regarding a chain liquidation in the Morpho lending market, Apyx emphasized that its core apyUSD/apxUSD market primarily relies on accumulated dividend income rather than the spot price of STRC, thus related fluctuations will not trigger large-scale liquidations.

[Stablecoin apxUSD Temporarily Depegs to $0.93, Protocol Claims Normal Mechanism]On June 4, the stablecoin apxUSD, issued by the Apyx protocol and primarily collateralized by Strategy preferred stock STRC, briefly depegged during a time when Bitcoin fell below $63,000, dropping to a low of $0.93. Apyx stated that this fluctuation is not due to a vulnerability but rather reflects the expected performance of the preferred stock collateral backing the stablecoin. Since the reserve assets of apxUSD are mainly composed of STRC preferred stock with a face value of $100, when STRC trades below par in the secondary market, the market value of the reserve assets declines, leading to price volatility of the stablecoin. The protocol claims that its stability mechanism includes over-collateralization, a dividend adjustment mechanism, and cash and short-term U.S. Treasury reserves as a buffer. Data shows that since last August, STRC has fallen below par four times but has ultimately recovered to $100 each time. In response to market concerns regarding a chain liquidation in the Morpho lending market, Apyx emphasized that its core apyUSD/apxUSD market primarily relies on accumulated dividend income rather than the spot price of STRC, thus related fluctuations will not trigger large-scale liquidations.

Stablecoin apxUSD Temporarily Depegs to $0.93, Protocol Claims Normal Mechanism

On June 4, CNBC reported that global markets are on the brink of breakthroughs in several key events. With Israel and Lebanon agreeing to implement a ceasefire, U.S. President Trump suggesting a possible agreement with Iran over the weekend, and SpaceX set to launch the largest IPO in history next week, investors are betting that several significant uncertainties from this year are nearing resolution. On the corporate front, SpaceX has officially set its IPO price at $135 per share, corresponding to a valuation of $1.77 trillion, which could make Elon Musk the world's first trillionaire. However, CNBC's statistics on 30 large IPOs over the past 15 years indicate that newly listed stocks typically experience a significant pullback in their first year. In terms of geopolitics, Israeli Prime Minister Netanyahu stated that Trump has warned Iran that the U.S. may resume full military action if necessary. Despite tactical differences between the U.S. and Israel, both sides generally maintain strategic alignment in the Middle East. Meanwhile, the U.S. House of Representatives passed a symbolic resolution limiting the president's ability to take military action against Iran without congressional approval. Additionally, the EU has unveiled a long-awaited 'technological sovereignty' plan aimed at reducing dependence on U.S. and Chinese tech giants, though the proposal has faced criticism for its lack of strength. French President Macron has invited OpenAI CEO Sam Altman to attend the G7 summit later this month. Furthermore, according to CNBC, as the AI boom has driven SoftBank's stock price up about 70% this year, the company's market value has surpassed Toyota, making it the highest-valued company in Japan. However, several analysts have warned that SoftBank's heavy bets on OpenAI and its AI business, coupled with rising debt levels, have raised concerns in the market regarding its liquidity risk.

[CNBC: Financial Markets Bet on Major Uncertainties Approaching a Turning Point]On June 4, CNBC reported that global markets are on the brink of breakthroughs in several key events. With Israel and Lebanon agreeing to implement a ceasefire, U.S. President Trump suggesting a possible agreement with Iran over the weekend, and SpaceX set to launch the largest IPO in history next week, investors are betting that several significant uncertainties from this year are nearing resolution. On the corporate front, SpaceX has officially set its IPO price at $135 per share, corresponding to a valuation of $1.77 trillion, which could make Elon Musk the world's first trillionaire. However, CNBC's statistics on 30 large IPOs over the past 15 years indicate that newly listed stocks typically experience a significant pullback in their first year. In terms of geopolitics, Israeli Prime Minister Netanyahu stated that Trump has warned Iran that the U.S. may resume full military action if necessary. Despite tactical differences between the U.S. and Israel, both sides generally maintain strategic alignment in the Middle East. Meanwhile, the U.S. House of Representatives passed a symbolic resolution limiting the president's ability to take military action against Iran without congressional approval. Additionally, the EU has unveiled a long-awaited 'technological sovereignty' plan aimed at reducing dependence on U.S. and Chinese tech giants, though the proposal has faced criticism for its lack of strength. French President Macron has invited OpenAI CEO Sam Altman to attend the G7 summit later this month. Furthermore, according to CNBC, as the AI boom has driven SoftBank's stock price up about 70% this year, the company's market value has surpassed Toyota, making it the highest-valued company in Japan. However, several analysts have warned that SoftBank's heavy bets on OpenAI and its AI business, coupled with rising debt levels, have raised concerns in the market regarding its liquidity risk.

CNBC: Financial Markets Bet on Major Uncertainties Approaching a Turning Point

On June 4, the stablecoin apxUSD, issued by the Apyx protocol and primarily backed by Strategy preferred stock STRC, briefly detached from its peg during a period when Bitcoin fell below $63,000, reaching a low of $0.93. Apyx stated that this fluctuation is not a bug, but rather an expected performance of the preferred stock-backed stablecoin. Since the reserve assets of apxUSD are mainly composed of STRC preferred stock with a par value of $100, when STRC falls below par in the secondary market, the market value of the reserve assets declines, leading to price fluctuations in the stablecoin. The protocol claims that its stability mechanism includes over-collateralization, a dividend adjustment mechanism, and cash and short-term U.S. Treasury reserves as buffers. Data shows that since last August, STRC has fallen below par four times, but has ultimately recovered to $100 each time. In response to market concerns about a chain liquidation in the Morpho lending market, Apyx indicated that its core apyUSD/apxUSD market primarily relies on accumulated dividend income rather than the spot price of STRC, so related fluctuations will not trigger large-scale liquidations.

[Apyx Responds to apxUSD Briefly Detaching to $0.93: Fluctuation Not a Bug, but Expected Performance of Preferred Stock-Backed Stablecoin]On June 4, the stablecoin apxUSD, issued by the Apyx protocol and primarily backed by Strategy preferred stock STRC, briefly detached from its peg during a period when Bitcoin fell below $63,000, reaching a low of $0.93. Apyx stated that this fluctuation is not a bug, but rather an expected performance of the preferred stock-backed stablecoin. Since the reserve assets of apxUSD are mainly composed of STRC preferred stock with a par value of $100, when STRC falls below par in the secondary market, the market value of the reserve assets declines, leading to price fluctuations in the stablecoin. The protocol claims that its stability mechanism includes over-collateralization, a dividend adjustment mechanism, and cash and short-term U.S. Treasury reserves as buffers. Data shows that since last August, STRC has fallen below par four times, but has ultimately recovered to $100 each time. In response to market concerns about a chain liquidation in the Morpho lending market, Apyx indicated that its core apyUSD/apxUSD market primarily relies on accumulated dividend income rather than the spot price of STRC, so related fluctuations will not trigger large-scale liquidations.

Apyx Responds to apxUSD Briefly Detaching to $0.93: Fluctuation Not a Bug, but Expected Performance of Preferred Stock-Backed Stablecoin

Market data shows that BTC has fallen below $66,000, currently priced at $65,959.38, with a 24-hour decline of 7.05%. The market is experiencing significant volatility, so please ensure proper risk management.

[BTC Falls Below $66,000]Market data shows that BTC has fallen below $66,000, currently priced at $65,959.38, with a 24-hour decline of 7.05%. The market is experiencing significant volatility, so please ensure proper risk management.

BTC Falls Below $66,000

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BTC Falls Below $66,000

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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