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On June 5, U.S. Treasury Secretary Basant stated that the Iran conflict 'has been paused'.

[U.S. Treasury Secretary Basant: Iran Conflict 'Has Been Paused']On June 5, U.S. Treasury Secretary Basant stated that the Iran conflict 'has been paused'.

U.S. Treasury Secretary Basant: Iran Conflict 'Has Been Paused'

Federal Reserve official Daly stated that the productivity gains brought by artificial intelligence have not yet been reflected in the data.

[Fed's Daly: Productivity Gains from AI Not Yet Reflected in Data]Federal Reserve official Daly stated that the productivity gains brought by artificial intelligence have not yet been reflected in the data.

Fed's Daly: Productivity Gains from AI Not Yet Reflected in Data

On June 4, Lorenzo Valente, Director of Digital Asset Research at ARK Invest, published a statement indicating that there are numerous overlooked protocols in the current crypto market. Many projects have declined by 70% to 90% from their peak but continue to generate fees, maintain growth, and uphold their leading positions in their respective sectors. Valente noted that Aave has a price-to-earnings ratio of about 9, Solana around 12 with $6 billion in free cash flow, Ethereum approximately 17, and Uniswap about 8 times EBITDA. He also mentioned projects like Avalanche, Pendle, Ethena, and Morpho, stating that if these projects were evaluated in 2021, they would be preferred targets for venture capital at current valuations, yet they are now neglected by the market. Valente believes that current market funds are chasing HYPE and NEAR as they are the main trading lines at present, but the next significant trade may emerge from abandoned assets. He stated that investors do not become wealthy by buying already effective trades, but rather by purchasing assets that have temporarily lost value. The fundamentals of these projects have not dropped by 80%; what has declined is the narrative, and narratives will return, with fees continuing to compound.

[Opinion: AAVE, SOL, and Other Undervalued Crypto Assets May Present Next Opportunity]On June 4, Lorenzo Valente, Director of Digital Asset Research at ARK Invest, published a statement indicating that there are numerous overlooked protocols in the current crypto market. Many projects have declined by 70% to 90% from their peak but continue to generate fees, maintain growth, and uphold their leading positions in their respective sectors. Valente noted that Aave has a price-to-earnings ratio of about 9, Solana around 12 with $6 billion in free cash flow, Ethereum approximately 17, and Uniswap about 8 times EBITDA. He also mentioned projects like Avalanche, Pendle, Ethena, and Morpho, stating that if these projects were evaluated in 2021, they would be preferred targets for venture capital at current valuations, yet they are now neglected by the market. Valente believes that current market funds are chasing HYPE and NEAR as they are the main trading lines at present, but the next significant trade may emerge from abandoned assets. He stated that investors do not become wealthy by buying already effective trades, but rather by purchasing assets that have temporarily lost value. The fundamentals of these projects have not dropped by 80%; what has declined is the narrative, and narratives will return, with fees continuing to compound.

Opinion: AAVE, SOL, and Other Undervalued Crypto Assets May Present Next Opportunity

zest Surges 78.91% in 24H, Currently at 0.266193 USDT

【zest currently trades at 0.266193 USDT, up 78.91% in 24h, according to HTX market data.】zest Surges 78.91% in 24H, Currently at 0.266193 USDT

zest currently trades at 0.266193 USDT, up 78.91% in 24h, according to HTX market data.

zest Hits New High of 0.266193 USDT, Up 78.91% in 24H

【zest soared to 0.275571 USDT, a new high with a 24-hour increase of 78.91%. It currently trades at 0.266193 USDT on HTX.】zest Hits New High of 0.266193 USDT, Up 78.91% in 24H

zest soared to 0.275571 USDT, a new high with a 24-hour increase of 78.91%. It currently trades at 0.266193 USDT on HTX.

On June 4, U.S. Treasury Secretary Basant stated that the Iran conflict 'has been paused'. (Jinshi)

[U.S. Treasury Secretary Basant: Iran Conflict 'Has Been Paused']On June 4, U.S. Treasury Secretary Basant stated that the Iran conflict 'has been paused'. (Jinshi)

On June 4, Lorenzo Valente, Director of Digital Asset Research at ARK Invest, stated that there are many overlooked protocols in the current crypto market, with many projects down 70% to 90% from their highs, yet still generating fees, maintaining growth, and leading their respective sectors. Valente cited examples such as Aave with a price-to-earnings ratio of about 9, Solana at around 12 with $6 billion in free cash flow, Ethereum at approximately 17, and Uniswap at about 8 times EBITDA. He also mentioned projects like Avalanche, Pendle, Ethena, and Morpho, noting that if these projects were evaluated at current valuations in 2021, they would have been preferred targets for venture capital, but are now neglected by the market. Valente believes that current market funds are chasing HYPE and NEAR as they are the main trading narratives at the moment, but the real next trade may emerge from abandoned assets. He stated that investors do not become wealthy by buying already effective trades, but by purchasing assets that have temporarily lost their value. The fundamentals of these projects have not dropped by 80%; rather, it is the narrative that has changed, and narratives will return, while fees will continue to compound.

[Opinion: The Next Opportunity in the Crypto Market May Come from Currently Overlooked Assets]On June 4, Lorenzo Valente, Director of Digital Asset Research at ARK Invest, stated that there are many overlooked protocols in the current crypto market, with many projects down 70% to 90% from their highs, yet still generating fees, maintaining growth, and leading their respective sectors. Valente cited examples such as Aave with a price-to-earnings ratio of about 9, Solana at around 12 with $6 billion in free cash flow, Ethereum at approximately 17, and Uniswap at about 8 times EBITDA. He also mentioned projects like Avalanche, Pendle, Ethena, and Morpho, noting that if these projects were evaluated at current valuations in 2021, they would have been preferred targets for venture capital, but are now neglected by the market. Valente believes that current market funds are chasing HYPE and NEAR as they are the main trading narratives at the moment, but the real next trade may emerge from abandoned assets. He stated that investors do not become wealthy by buying already effective trades, but by purchasing assets that have temporarily lost their value. The fundamentals of these projects have not dropped by 80%; rather, it is the narrative that has changed, and narratives will return, while fees will continue to compound.

Opinion: The Next Opportunity in the Crypto Market May Come from Currently Overlooked Assets

On June 4, the Financial Times reported that Goldman Sachs expects one of the core assumptions underpinning SpaceX's $1.78 trillion IPO valuation is that its AI division's revenue will grow approximately 100-fold by 2030 compared to 2025. In forecasts presented to potential investors, Goldman Sachs predicts that SpaceX's AI revenue will rise from $3.2 billion in 2025 to $322 billion by 2030; total revenue for SpaceX is expected to increase from $18.7 billion last year to $474 billion by 2030. This forecast comes as SpaceX launches its IPO roadshow, which could raise up to $86 billion. The SpaceX prospectus indicates that its AI division, xAI, will incur a loss of $6.4 billion in 2025, but the total potential market size for this division is set at $26.5 trillion, significantly higher than the combined potential market size of about $2 trillion for Starlink internet services and space operations. Goldman Sachs also forecasts that SpaceX's AI revenue will grow by 388% year-over-year in 2026 to $15.6 billion and reach $34.5 billion by 2027. In comparison, Goldman Sachs predicts that Starlink's revenue will be $144 billion by 2030, while the rocket business will generate $8.3 billion. If these AI growth predictions hold true, Musk's Grok series models will need to catch up and surpass leading labs such as Anthropic, Google, and OpenAI, achieving breakthroughs in key areas such as coding, cybersecurity, AI agents, and chatbots.

[Goldman Sachs: SpaceX AI Revenue Expected to Increase 100-Fold by 2030]On June 4, the Financial Times reported that Goldman Sachs expects one of the core assumptions underpinning SpaceX's $1.78 trillion IPO valuation is that its AI division's revenue will grow approximately 100-fold by 2030 compared to 2025. In forecasts presented to potential investors, Goldman Sachs predicts that SpaceX's AI revenue will rise from $3.2 billion in 2025 to $322 billion by 2030; total revenue for SpaceX is expected to increase from $18.7 billion last year to $474 billion by 2030. This forecast comes as SpaceX launches its IPO roadshow, which could raise up to $86 billion. The SpaceX prospectus indicates that its AI division, xAI, will incur a loss of $6.4 billion in 2025, but the total potential market size for this division is set at $26.5 trillion, significantly higher than the combined potential market size of about $2 trillion for Starlink internet services and space operations. Goldman Sachs also forecasts that SpaceX's AI revenue will grow by 388% year-over-year in 2026 to $15.6 billion and reach $34.5 billion by 2027. In comparison, Goldman Sachs predicts that Starlink's revenue will be $144 billion by 2030, while the rocket business will generate $8.3 billion. If these AI growth predictions hold true, Musk's Grok series models will need to catch up and surpass leading labs such as Anthropic, Google, and OpenAI, achieving breakthroughs in key areas such as coding, cybersecurity, AI agents, and chatbots.

Goldman Sachs: SpaceX AI Revenue Expected to Increase 100-Fold by 2030

On June 4, CNBC reported that ARK Invest's Chief Futurist Brett Winton stated that SpaceX's upcoming IPO could become one of the most significant stock offerings in history, with its satellite internet business Starlink alone capable of supporting a valuation close to $2 trillion. SpaceX has set the IPO price at $135 per share and plans to list on NASDAQ on June 12, with a pre-IPO valuation of approximately $1.77 trillion. The company plans to sell 555.6 million shares, raising about $75 billion, with underwriters having the option to purchase an additional 83.33 million shares at the IPO price, corresponding to about $11.2 billion. After the IPO, Elon Musk will retain over 82% voting control. Winton noted that SpaceX's growth prospects extend beyond launch services and are closely tied to the rapid expansion of AI. ARK estimates that by 2030, the combined enterprise value of companies developing and operating foundational AI models could reach between $15 trillion and $20 trillion. Winton emphasized that while investors often focus on SpaceX's reusable rockets, Starlink is the primary driver of ARK's valuation logic. He stated that the current Starlink satellite constellation can provide approximately 500 Tbps of bandwidth, generating annual revenue of about $13 billion. With the deployment of the Starship rocket, SpaceX can significantly reduce launch costs and deploy more satellites at a faster pace.

[ARK Invest: Starlink Alone Could Support SpaceX's Nearly $2 Trillion IPO Valuation]On June 4, CNBC reported that ARK Invest's Chief Futurist Brett Winton stated that SpaceX's upcoming IPO could become one of the most significant stock offerings in history, with its satellite internet business Starlink alone capable of supporting a valuation close to $2 trillion. SpaceX has set the IPO price at $135 per share and plans to list on NASDAQ on June 12, with a pre-IPO valuation of approximately $1.77 trillion. The company plans to sell 555.6 million shares, raising about $75 billion, with underwriters having the option to purchase an additional 83.33 million shares at the IPO price, corresponding to about $11.2 billion. After the IPO, Elon Musk will retain over 82% voting control. Winton noted that SpaceX's growth prospects extend beyond launch services and are closely tied to the rapid expansion of AI. ARK estimates that by 2030, the combined enterprise value of companies developing and operating foundational AI models could reach between $15 trillion and $20 trillion. Winton emphasized that while investors often focus on SpaceX's reusable rockets, Starlink is the primary driver of ARK's valuation logic. He stated that the current Starlink satellite constellation can provide approximately 500 Tbps of bandwidth, generating annual revenue of about $13 billion. With the deployment of the Starship rocket, SpaceX can significantly reduce launch costs and deploy more satellites at a faster pace.

ARK Invest: Starlink Alone Could Support SpaceX's Nearly $2 Trillion IPO Valuation

火币HTX报道，6月4日，以色列总理内塔尼亚胡3日表示，他与美国总统特朗普“有时会出现战术层面的分歧”，但双方在“核心目标”上保持一致。 (新华社)

【内塔尼亚胡承认与特朗普存在“战术分歧”】火币HTX报道，6月4日，以色列总理内塔尼亚胡3日表示，他与美国总统特朗普“有时会出现战术层面的分歧”，但双方在“核心目标”上保持一致。 (新华社)

内塔尼亚胡承认与特朗普存在“战术分歧”

VVV Surges Over 10x This Year, Is the Base Ecosystem the Last Hope for Crypto AI?

Bitcoin Correction Pushes 580,000 BTC Into Loss Territory

One Article Deconstructs the Investment Methodology of 'Stock God Serenity'

Deconstructing the Investment Methodology of the 'Stock God Serenity' in One Article

Sharplink CEO: Ethereum's Future Is Playing Out Now

Kalshi and Coinbase Receive CFTC Approval, Ushering in the Most Regulation-Friendly Era for the Crypto Industry?

Weekly Token Unlocks: HYPE Unlocks $650M Worth of Tokens

A $300 Used Mining Rig Mined a $230,000 Bitcoin Block

Over $1 Billion in Cryptocurrencies Forced to Liquidate, Bitcoin Plunges 6% Below $67,000

Bulls Approach the Ceiling

Article

BTC Falls Below $66,000

bill currently trades at 0.084864 USDT, up 10.48% in 24h, according to HTX market data.

内塔尼亚胡承认与特朗普存在“战术分歧”

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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