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On June 17, according to monitoring by Trader T, the US spot Bitcoin ETF experienced a net inflow of $10.04 million yesterday.

[US Spot Bitcoin ETF Sees Net Inflow of $10.04 Million Yesterday]On June 17, according to monitoring by Trader T, the US spot Bitcoin ETF experienced a net inflow of $10.04 million yesterday.

US Spot Bitcoin ETF Sees Net Inflow of $10.04 Million Yesterday

On June 17, discussions around the popular trades related to the shortage in the AI supply chain may be nearing their conclusion, as some investors begin to shift from seeking the next shortage link to identifying companies that will maintain long-term competitiveness after the AI infrastructure cycle. Gavin Baker, managing partner at Altreides Management and an early investor in SpaceX, stated in an interview with TBPN that the market has been keen on chasing bottleneck assets in AI construction over the past year, including DRAM, storage chips, and key material suppliers. However, he believes that these 'AI bottleneck trades' are approaching their end. Baker pointed out that Ajinomoto in Japan has refused to raise the price of a key chip packaging insulation material, indicating that the pricing power of some supply chain bottlenecks may be starting to ease. This material is used to connect processors and the packaging layers of chips, which had previously drawn investor attention due to the surge in demand for AI chips. He noted that the past market game was to find the 'next bottleneck', but the more important question for the next phase is which companies will retain enduring franchise value after these bottlenecks dissipate. This perspective has cooled off the recent surge in storage and AI material stocks. Stocks like Micron and SanDisk have seen significant increases this year, driven by capital expenditures in AI data centers, HBM demand, and long-term procurement agreements leading to a reevaluation of supply and demand. However, as stock prices have risen rapidly, the market has begun to discuss whether the trades have become overcrowded. Baker also mentioned that the next main line of AI infrastructure may shift towards the actual capabilities of computing power and electricity. He highlighted SpaceX's potential in ground and orbital AI data centers, stating that the market will focus on the speed at which it can increase its 'gigawatts' level of computing power supply. This suggests that AI trades may transition from merely betting on shortages to a broader competition in infrastructure: those who can secure land, electricity, GPUs, and data center capabilities faster may find themselves in a more advantageous position in the next phase of the AI investment cycle.

[AI 'Bottleneck Trades' May Be Coming to an End, Early SpaceX Investor Says Market Focus Will Shift to Long-Term Value]On June 17, discussions around the popular trades related to the shortage in the AI supply chain may be nearing their conclusion, as some investors begin to shift from seeking the next shortage link to identifying companies that will maintain long-term competitiveness after the AI infrastructure cycle. Gavin Baker, managing partner at Altreides Management and an early investor in SpaceX, stated in an interview with TBPN that the market has been keen on chasing bottleneck assets in AI construction over the past year, including DRAM, storage chips, and key material suppliers. However, he believes that these 'AI bottleneck trades' are approaching their end. Baker pointed out that Ajinomoto in Japan has refused to raise the price of a key chip packaging insulation material, indicating that the pricing power of some supply chain bottlenecks may be starting to ease. This material is used to connect processors and the packaging layers of chips, which had previously drawn investor attention due to the surge in demand for AI chips. He noted that the past market game was to find the 'next bottleneck', but the more important question for the next phase is which companies will retain enduring franchise value after these bottlenecks dissipate. This perspective has cooled off the recent surge in storage and AI material stocks. Stocks like Micron and SanDisk have seen significant increases this year, driven by capital expenditures in AI data centers, HBM demand, and long-term procurement agreements leading to a reevaluation of supply and demand. However, as stock prices have risen rapidly, the market has begun to discuss whether the trades have become overcrowded. Baker also mentioned that the next main line of AI infrastructure may shift towards the actual capabilities of computing power and electricity. He highlighted SpaceX's potential in ground and orbital AI data centers, stating that the market will focus on the speed at which it can increase its 'gigawatts' level of computing power supply. This suggests that AI trades may transition from merely betting on shortages to a broader competition in infrastructure: those who can secure land, electricity, GPUs, and data center capabilities faster may find themselves in a more advantageous position in the next phase of the AI investment cycle.

AI 'Bottleneck Trades' May Be Coming to an End, Early SpaceX Investor Says Market Focus Will Shift to Long-Term Value

On June 17, according to an official announcement, in order to further reduce user trading costs and enhance the TradFi contract trading experience, BiyaPay has implemented a 0 fee policy for all TradFi perpetual contract trading pairs on the platform, effective immediately. Both Maker and Taker fees have been adjusted to 0%. Users engaging in TradFi perpetual contract trading will not be required to pay trading fees, whether they are placing limit orders or market orders. Other fee rules, such as the Funding Fee, will continue to follow the platform's current standards. For more details, please refer to the official announcement from BiyaPay.

[BiyaPay Launches 0 Fee Model for TradFi Perpetual Contracts]On June 17, according to an official announcement, in order to further reduce user trading costs and enhance the TradFi contract trading experience, BiyaPay has implemented a 0 fee policy for all TradFi perpetual contract trading pairs on the platform, effective immediately. Both Maker and Taker fees have been adjusted to 0%. Users engaging in TradFi perpetual contract trading will not be required to pay trading fees, whether they are placing limit orders or market orders. Other fee rules, such as the Funding Fee, will continue to follow the platform's current standards. For more details, please refer to the official announcement from BiyaPay.

BiyaPay Launches 0 Fee Model for TradFi Perpetual Contracts

On June 17, according to SentimenTrader statistics, crude oil prices have dropped a cumulative 10.31% over the past five trading days, while the long-term U.S. Treasury bond ETF TLT has risen by 1.30%. Historical data shows that since 2008, when the market experiences a combination of 'plummeting oil prices and rising Treasury bonds', the probability of the S&P 500 index increasing over the next year reaches 85%, with a median increase of about 17.04% one year later. This market combination typically indicates that inflation pressures are rapidly easing and financial conditions are becoming more accommodative.

[Oil Prices Plunge Over 10% in Five Days; Historical Data Suggests Strong Subsequent Performance for U.S. Stocks]On June 17, according to SentimenTrader statistics, crude oil prices have dropped a cumulative 10.31% over the past five trading days, while the long-term U.S. Treasury bond ETF TLT has risen by 1.30%. Historical data shows that since 2008, when the market experiences a combination of 'plummeting oil prices and rising Treasury bonds', the probability of the S&P 500 index increasing over the next year reaches 85%, with a median increase of about 17.04% one year later. This market combination typically indicates that inflation pressures are rapidly easing and financial conditions are becoming more accommodative.

Oil Prices Plunge Over 10% in Five Days; Historical Data Suggests Strong Subsequent Performance for U.S. Stocks

On June 17, according to a report by The Block citing NOTUS, the crypto project World Liberty Financial, supported by Trump, is expected to soon receive approval from the Office of the Comptroller of the Currency (OCC) to become a federal trust bank. OCC Director Jonathan Gould is set to announce the decision, with two former OCC employees stating that approval is 'almost a certainty.' World Liberty submitted its application in January this year, and the federal trust bank license will allow it to issue and redeem USD1 stablecoins, manage reserves, and provide digital asset custody, conversion, and settlement services without relying on third-party intermediaries.

[Trump Family Crypto Project World Liberty Set to Obtain OCC Federal Trust Bank License]On June 17, according to a report by The Block citing NOTUS, the crypto project World Liberty Financial, supported by Trump, is expected to soon receive approval from the Office of the Comptroller of the Currency (OCC) to become a federal trust bank. OCC Director Jonathan Gould is set to announce the decision, with two former OCC employees stating that approval is 'almost a certainty.' World Liberty submitted its application in January this year, and the federal trust bank license will allow it to issue and redeem USD1 stablecoins, manage reserves, and provide digital asset custody, conversion, and settlement services without relying on third-party intermediaries.

Trump Family Crypto Project World Liberty Set to Obtain OCC Federal Trust Bank License

On June 17, on-chain analyst ai_9684xtpa reported that the address 0x3e7…f1589 opened a long position on 90,296 SPCX with 10x leverage last night. The current position is valued at approximately $18.43 million, with an opening average price of $186.06. As of the time of this report, the position has generated an unrealized profit of about $1.63 million in approximately 14 hours.

[Whale Takes 10x Leverage Long Position on SPCX, Gains $1.63 Million in 14 Hours]On June 17, on-chain analyst ai_9684xtpa reported that the address 0x3e7…f1589 opened a long position on 90,296 SPCX with 10x leverage last night. The current position is valued at approximately $18.43 million, with an opening average price of $186.06. As of the time of this report, the position has generated an unrealized profit of about $1.63 million in approximately 14 hours.

Whale Takes 10x Leverage Long Position on SPCX, Gains $1.63 Million in 14 Hours

On June 17, SpaceX agreed to acquire Anysphere, the developer of the AI programming assistant Cursor, for $60 billion. Earlier in 2023, during its bankruptcy proceedings, FTX sold its 5% stake in Cursor for $200,000. Following the completion of SpaceX's acquisition, the value of this stake is expected to exceed $3 billion.

[FTX Sold 5% Stake in Cursor for $200,000; Value Surges to Over $3 Billion After SpaceX Acquisition]On June 17, SpaceX agreed to acquire Anysphere, the developer of the AI programming assistant Cursor, for $60 billion. Earlier in 2023, during its bankruptcy proceedings, FTX sold its 5% stake in Cursor for $200,000. Following the completion of SpaceX's acquisition, the value of this stake is expected to exceed $3 billion.

FTX Sold 5% Stake in Cursor for $200,000; Value Surges to Over $3 Billion After SpaceX Acquisition

On June 17, crypto journalist Eleanor Terrett reported that U.S. Congressman Barry Moore, endorsed by Trump and supported by the crypto industry, won the Republican primary runoff for the Alabama Senate seat, defeating competitor Jared Hudson. The crypto industry political action committee Fairshake invested over $12 million in this election. After Barry Moore's victory, Fairshake issued a statement saying that its 'largest investment in this election cycle has once again helped a candidate who supports innovation enter the Senate.' Fairshake also noted that the organization currently holds nearly $150 million in cash reserves and will continue to push for the establishment of the 'largest pro-crypto caucus in history.'

[Pro-Crypto Republican Candidate Wins Alabama Senate Primary]On June 17, crypto journalist Eleanor Terrett reported that U.S. Congressman Barry Moore, endorsed by Trump and supported by the crypto industry, won the Republican primary runoff for the Alabama Senate seat, defeating competitor Jared Hudson. The crypto industry political action committee Fairshake invested over $12 million in this election. After Barry Moore's victory, Fairshake issued a statement saying that its 'largest investment in this election cycle has once again helped a candidate who supports innovation enter the Senate.' Fairshake also noted that the organization currently holds nearly $150 million in cash reserves and will continue to push for the establishment of the 'largest pro-crypto caucus in history.'

Pro-Crypto Republican Candidate Wins Alabama Senate Primary

Market data shows that UNI has surpassed $3.50, currently priced at $3.538, with a 24-hour increase of 27.05%. The market is highly volatile, so please ensure proper risk management.

[UNI Surpasses $3.50]Market data shows that UNI has surpassed $3.50, currently priced at $3.538, with a 24-hour increase of 27.05%. The market is highly volatile, so please ensure proper risk management.

UNI Surpasses $3.50

Alibaba has released the Qwen-Robot series of embodied intelligent large models, which includes three major models: the VLA operation model Qwen-RobotManip, the VLN navigation model Qwen-RobotNav, and the world model Qwen-RobotWorld. This is the first complete series of embodied intelligent models in the Qwen large model family—each model equips robots with dexterous hands, navigational feet, and a thinking brain. They can be deployed individually or operate collaboratively, providing a reliable 'universal foundation' for various types of robots to achieve real-world applications.

[Alibaba Launches First Embodied Large Model Series Qwen-Robot]Alibaba has released the Qwen-Robot series of embodied intelligent large models, which includes three major models: the VLA operation model Qwen-RobotManip, the VLN navigation model Qwen-RobotNav, and the world model Qwen-RobotWorld. This is the first complete series of embodied intelligent models in the Qwen large model family—each model equips robots with dexterous hands, navigational feet, and a thinking brain. They can be deployed individually or operate collaboratively, providing a reliable 'universal foundation' for various types of robots to achieve real-world applications.

Alibaba Launches First Embodied Large Model Series Qwen-Robot

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

The Most Powerful Fable 5 Transcends Mythical Moments, but AI Has Learned to Fight Itself

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

Maelstrom’s Bitcoin Grants Hit 20 Months — 5 Developers, 4 Active, Here’s What They’ve Accomplished

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

The Largest IPO in History Ignites Heated Debate: Is SpaceX Worth $1.77 Trillion?

Top Crypto Coins With Real Use Cases To Watch in June 2026: NEAR, HYPE, Humanity Protocol, and BlockDAG Compared

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'

The Recursive AI Anthropic Warned About: Tian Yuandong's New Company Has Just Taken the "First Step"

"Agents' Last Exam", Claude Fable 5 Actually Loses to GPT 5.5

Article

DeepSeek Completes Over $7.4 Billion in First Round Financing, Valuation Exceeds $50 Billion with Founder Retaining Absolute Control

Alibaba Launches First Embodied Large Model Series Qwen-Robot

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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