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On June 3, Iran's Foreign Ministry stated: We strongly condemn the aggressive attacks by the United States on an Iranian oil tanker and a telecommunications tower on Qeshm Island. These aggressive actions not only violate the ceasefire agreement of April 8 but also blatantly contravene the fundamental principles of the United Nations Charter that prohibit the use of force, as well as international law. We also condemn the U.S. for colonial-style exploitation of the territories and facilities of regional countries to advance its aggressive plans against Iran. We clearly point out that Kuwait and Bahrain bear direct and explicit responsibility for the latest acts of aggression. Any country that allows aggressors to use its land, seas, and airspace or facilities and bases on its territory to execute or support military aggression against Iran is in clear violation of fundamental international law rules and the principle of good neighborliness. According to UN General Assembly Resolution 3314, this will be considered an act of aggression against Iran, and we will utilize all capabilities to counter such aggression, including targeting the sources of aggressive attacks.

[Iran's Foreign Ministry: Kuwait and Bahrain Bear Direct Responsibility for Attacks, Considered Aggression Against Iran]On June 3, Iran's Foreign Ministry stated: We strongly condemn the aggressive attacks by the United States on an Iranian oil tanker and a telecommunications tower on Qeshm Island. These aggressive actions not only violate the ceasefire agreement of April 8 but also blatantly contravene the fundamental principles of the United Nations Charter that prohibit the use of force, as well as international law. We also condemn the U.S. for colonial-style exploitation of the territories and facilities of regional countries to advance its aggressive plans against Iran. We clearly point out that Kuwait and Bahrain bear direct and explicit responsibility for the latest acts of aggression. Any country that allows aggressors to use its land, seas, and airspace or facilities and bases on its territory to execute or support military aggression against Iran is in clear violation of fundamental international law rules and the principle of good neighborliness. According to UN General Assembly Resolution 3314, this will be considered an act of aggression against Iran, and we will utilize all capabilities to counter such aggression, including targeting the sources of aggressive attacks.

Iran's Foreign Ministry: Kuwait and Bahrain Bear Direct Responsibility for Attacks, Considered Aggression Against Iran

On June 3, with SpaceX's upcoming IPO, the trillion-dollar market size is expected to benefit related companies in its supply chain. According to a previous research report by Dongwu Securities, several A-share companies, including Tongyu Communication and Xinwei Communication, have supplied relevant products to SpaceX. In addition to the A-share suppliers already verified by SpaceX, Dongwu Securities believes that the following companies also have the potential to become key suppliers for SpaceX/commercial aerospace: Western Materials, Parker New Materials, Tianyin Electromechanical, Plittech, Baotai Co., Ltd., Srey New Materials, Chaojie Co., Ltd., Jintuo Co., Ltd., Weilan Lithium Core, Maiwei Co., Ltd., Junda Co., Ltd., and Const.

[SpaceX Set to Go Public on June 12, Several A-Share Companies Have Supplied to SpaceX]On June 3, with SpaceX's upcoming IPO, the trillion-dollar market size is expected to benefit related companies in its supply chain. According to a previous research report by Dongwu Securities, several A-share companies, including Tongyu Communication and Xinwei Communication, have supplied relevant products to SpaceX. In addition to the A-share suppliers already verified by SpaceX, Dongwu Securities believes that the following companies also have the potential to become key suppliers for SpaceX/commercial aerospace: Western Materials, Parker New Materials, Tianyin Electromechanical, Plittech, Baotai Co., Ltd., Srey New Materials, Chaojie Co., Ltd., Jintuo Co., Ltd., Weilan Lithium Core, Maiwei Co., Ltd., Junda Co., Ltd., and Const.

SpaceX Set to Go Public on June 12, Several A-Share Companies Have Supplied to SpaceX

On June 3, Bitcoin experienced a panic sell-off this week, influenced by the Strategy's selling pressure and the diversion of AI funds, dropping over 10% from a peak of $74,000 and currently stabilizing at a low range for the year. Notably, during this period, the open interest in Bitcoin coin-margined contracts has risen against the trend, currently reported at 784,400 contracts, nearing historical highs. In response to this phenomenon, renowned trader Killa, who predicted the peak of this bull market in May 2025, stated that this often indicates a critical top or bottom, warranting close attention.

[Bitcoin Faces Panic Sell-off as Coin-Margined Contract Open Interest Nears Historical Highs]On June 3, Bitcoin experienced a panic sell-off this week, influenced by the Strategy's selling pressure and the diversion of AI funds, dropping over 10% from a peak of $74,000 and currently stabilizing at a low range for the year. Notably, during this period, the open interest in Bitcoin coin-margined contracts has risen against the trend, currently reported at 784,400 contracts, nearing historical highs. In response to this phenomenon, renowned trader Killa, who predicted the peak of this bull market in May 2025, stated that this often indicates a critical top or bottom, warranting close attention.

Bitcoin Faces Panic Sell-off as Coin-Margined Contract Open Interest Nears Historical Highs

On June 3, on-chain analyst Ai Yi reported that a whale entity, which previously made a profit of $44.61 million from going long on ETH, has now given back all its profits. It is noted that four addresses belonging to the same entity cumulatively went long on 120,000 ETH, with a position size of up to $225 million, and is now facing an unrealized loss of $46.01 million. The liquidation range is between $1,355.8 and $1,573.9, with the most dangerous position only $300 away. Two of the addresses added $4.9 million in margin this morning to avoid liquidation.

[Smart Money's $44.61 Million Profit from ETH Turns into $46.01 Million Loss]On June 3, on-chain analyst Ai Yi reported that a whale entity, which previously made a profit of $44.61 million from going long on ETH, has now given back all its profits. It is noted that four addresses belonging to the same entity cumulatively went long on 120,000 ETH, with a position size of up to $225 million, and is now facing an unrealized loss of $46.01 million. The liquidation range is between $1,355.8 and $1,573.9, with the most dangerous position only $300 away. Two of the addresses added $4.9 million in margin this morning to avoid liquidation.

Smart Money's $44.61 Million Profit from ETH Turns into $46.01 Million Loss

According to Shandong Legal News, the Li Cang District Prosecutor's Office in Qingdao successfully handled a Bitcoin theft case. The defendant, Zhang, took advantage of the victim, Feng, who had entrusted him with operating a wallet, to steal the victim's mnemonic phrase. In the early morning, he stole 107 Bitcoins, which were worth approximately 22.54 million yuan at the market price on the day of the incident. He then transferred the stolen funds through multiple platforms, ultimately exchanging them for over 660,000 yuan. After being apprehended, Zhang attempted to argue that he was acting under 'protective custody,' but the prosecution dismantled his claims by tracing the financial transactions. The court sentenced Zhang to 10 years and 9 months in prison for theft and imposed a fine of 100,000 yuan, with the original ruling upheld after an appeal. This case clarifies that virtual currency has property attributes protected by criminal law, providing judicial guidance for combating similar new types of cybercrime.

[Final Ruling in Qingdao Bitcoin Theft Case: Court Clarifies Property Nature of Virtual Currency]According to Shandong Legal News, the Li Cang District Prosecutor's Office in Qingdao successfully handled a Bitcoin theft case. The defendant, Zhang, took advantage of the victim, Feng, who had entrusted him with operating a wallet, to steal the victim's mnemonic phrase. In the early morning, he stole 107 Bitcoins, which were worth approximately 22.54 million yuan at the market price on the day of the incident. He then transferred the stolen funds through multiple platforms, ultimately exchanging them for over 660,000 yuan. After being apprehended, Zhang attempted to argue that he was acting under 'protective custody,' but the prosecution dismantled his claims by tracing the financial transactions. The court sentenced Zhang to 10 years and 9 months in prison for theft and imposed a fine of 100,000 yuan, with the original ruling upheld after an appeal. This case clarifies that virtual currency has property attributes protected by criminal law, providing judicial guidance for combating similar new types of cybercrime.

Final Ruling in Qingdao Bitcoin Theft Case: Court Clarifies Property Nature of Virtual Currency

On June 3, market data showed that the USD/JPY exchange rate briefly surpassed the 160 mark today (reaching a high of 160.44 before retreating to around 159.90). Meanwhile, the Nikkei 225 index broke through 68,000 points for the first time, peaking at 68,634.74 points in the afternoon, a rise of 2.9%. This sensitive level coincides with the psychological threshold before the Japanese Ministry of Finance's large-scale intervention. The latest data from the Ministry of Finance revealed that from April 28 to May 27, a total of 11.7349 trillion yen was used to intervene in the foreign exchange market, buying yen and selling foreign currencies to directly suppress yen shorts. The latest CFTC positions (as of May 26) show that non-commercial accounts hold 112,993 long yen futures and 227,660 short positions, resulting in a net short position of 114,667, which has increased by 27,152 contracts from the previous week. The crowded yen shorts have not completely exited; instead, they are still adding to their positions, indicating that the carry trade has not experienced a systemic collapse. Previously, the Bank of Japan maintained its policy rate at 0.75% during its April meeting, but three of the nine members (Hajime Takata, Naoki Tamura, and Junko Nakagawa) publicly advocated for an increase to 1.0%, while also raising the FY2026 core CPI forecast to a range of 2.5%-3.0%, stating that they would continue to gradually adjust the easing policy, as inflation pressure is becoming an important factor triggering carry trade unwinding. However, the main driver of the recent rise in Japanese stocks is not solely due to carry unwinding. According to Reuters, as of the week ending May 23, foreign investors have net bought Japanese stocks for the eighth consecutive week, with a net purchase of 1.08 trillion yen in a single week, bringing the total for the year to nearly 11.7 trillion yen (compared to only 742.1 billion yen during the same period last year), with funds mainly flowing into AI and semiconductor-related stocks. Several mainstream Wall Street institutions have recently pointed out that yen arbitrage trades face unwinding risks, which could drive the trading logic of 'selling dollars and buying Japanese inflation-benefiting assets.' UBS outlined a scenario in April for the yen carry trade to unwind again, warning that if the BOJ's tone is dovish or inflation pressure intensifies, the dollar may weaken further. Apollo Global Management's chief economist Torsten Slok also publicly warned in February that speculative futures positions are highly volatile, indicating that carry trades 'can be quickly unwound.' Goldman Sachs, Morgan Stanley, and other institutions have previously viewed carry unwinding as a long-term catalyst for the Japanese stock market, particularly benefiting domestic interest rate-sensitive and inflation-benefiting sectors. The current market narrative is building around 'Japanese intervention + BOJ rate hike expectations + inflation pressure,' creating a carry trade unwinding risk narrative that pressures the dollar and supports the relative strength of Japanese domestic rate/inflation-benefiting stocks. However, with USD/JPY returning near 160 and CFTC net shorts remaining high, it indicates that global funds' yen short positions have not been forcibly unwound. The strength of the Nikkei 225 is more a result of foreign investment chasing AI reflation trades rather than solely due to carry unwinding. This narrative is still developing, but there remains a distance from a systemic crash like that in August 2024. Investors need to continue monitoring the USD/JPY 160 level, the Japanese Ministry of Finance's next intervention efforts, and signals from the BOJ's July meeting.

[Japanese Stocks Reach New Highs as Yen Carry Trade Narrative Intensifies]On June 3, market data showed that the USD/JPY exchange rate briefly surpassed the 160 mark today (reaching a high of 160.44 before retreating to around 159.90). Meanwhile, the Nikkei 225 index broke through 68,000 points for the first time, peaking at 68,634.74 points in the afternoon, a rise of 2.9%. This sensitive level coincides with the psychological threshold before the Japanese Ministry of Finance's large-scale intervention. The latest data from the Ministry of Finance revealed that from April 28 to May 27, a total of 11.7349 trillion yen was used to intervene in the foreign exchange market, buying yen and selling foreign currencies to directly suppress yen shorts. The latest CFTC positions (as of May 26) show that non-commercial accounts hold 112,993 long yen futures and 227,660 short positions, resulting in a net short position of 114,667, which has increased by 27,152 contracts from the previous week. The crowded yen shorts have not completely exited; instead, they are still adding to their positions, indicating that the carry trade has not experienced a systemic collapse. Previously, the Bank of Japan maintained its policy rate at 0.75% during its April meeting, but three of the nine members (Hajime Takata, Naoki Tamura, and Junko Nakagawa) publicly advocated for an increase to 1.0%, while also raising the FY2026 core CPI forecast to a range of 2.5%-3.0%, stating that they would continue to gradually adjust the easing policy, as inflation pressure is becoming an important factor triggering carry trade unwinding. However, the main driver of the recent rise in Japanese stocks is not solely due to carry unwinding. According to Reuters, as of the week ending May 23, foreign investors have net bought Japanese stocks for the eighth consecutive week, with a net purchase of 1.08 trillion yen in a single week, bringing the total for the year to nearly 11.7 trillion yen (compared to only 742.1 billion yen during the same period last year), with funds mainly flowing into AI and semiconductor-related stocks. Several mainstream Wall Street institutions have recently pointed out that yen arbitrage trades face unwinding risks, which could drive the trading logic of 'selling dollars and buying Japanese inflation-benefiting assets.' UBS outlined a scenario in April for the yen carry trade to unwind again, warning that if the BOJ's tone is dovish or inflation pressure intensifies, the dollar may weaken further. Apollo Global Management's chief economist Torsten Slok also publicly warned in February that speculative futures positions are highly volatile, indicating that carry trades 'can be quickly unwound.' Goldman Sachs, Morgan Stanley, and other institutions have previously viewed carry unwinding as a long-term catalyst for the Japanese stock market, particularly benefiting domestic interest rate-sensitive and inflation-benefiting sectors. The current market narrative is building around 'Japanese intervention + BOJ rate hike expectations + inflation pressure,' creating a carry trade unwinding risk narrative that pressures the dollar and supports the relative strength of Japanese domestic rate/inflation-benefiting stocks. However, with USD/JPY returning near 160 and CFTC net shorts remaining high, it indicates that global funds' yen short positions have not been forcibly unwound. The strength of the Nikkei 225 is more a result of foreign investment chasing AI reflation trades rather than solely due to carry unwinding. This narrative is still developing, but there remains a distance from a systemic crash like that in August 2024. Investors need to continue monitoring the USD/JPY 160 level, the Japanese Ministry of Finance's next intervention efforts, and signals from the BOJ's July meeting.

Japanese Stocks Reach New Highs as Yen Carry Trade Narrative Intensifies

According to monitoring by Dongcha Beating, OpenAI's ChatGPT mobile application surpassed 1 billion monthly active users (MAU) globally in May 2026, becoming the fastest-growing mobile application in software history. Estimates from Sensor Tower suggest that it took ChatGPT only 3 years from its mobile launch to reach this milestone, breaking the growth trajectory of mainstream global applications, while TikTok, Instagram, and Google Maps took between 5 to 8 years to achieve similar user scales. Although these estimates have not been officially audited by OpenAI, they are regarded by the market as a key indicator for assessing the adoption rate of consumer-level AI. Despite ChatGPT maintaining a significant user base advantage, Anthropic's Claude is rapidly diverting user engagement. In the second quarter of 2026, Claude's global monthly active users reached 56 million, with a staggering year-on-year growth rate of 640%, far exceeding ChatGPT's 62% growth during the same period. Tracking by Sensor Tower indicates that the direct competition for user engagement between the two applications is becoming evident in the data. For instance, American users who installed Claude in the first quarter of 2026 saw a 5% reduction in average usage time on ChatGPT just one month later.

[ChatGPT Surpasses 1 Billion Monthly Active Users, Fastest Growth Record, While Claude Sees 640% Year-on-Year Increase]According to monitoring by Dongcha Beating, OpenAI's ChatGPT mobile application surpassed 1 billion monthly active users (MAU) globally in May 2026, becoming the fastest-growing mobile application in software history. Estimates from Sensor Tower suggest that it took ChatGPT only 3 years from its mobile launch to reach this milestone, breaking the growth trajectory of mainstream global applications, while TikTok, Instagram, and Google Maps took between 5 to 8 years to achieve similar user scales. Although these estimates have not been officially audited by OpenAI, they are regarded by the market as a key indicator for assessing the adoption rate of consumer-level AI. Despite ChatGPT maintaining a significant user base advantage, Anthropic's Claude is rapidly diverting user engagement. In the second quarter of 2026, Claude's global monthly active users reached 56 million, with a staggering year-on-year growth rate of 640%, far exceeding ChatGPT's 62% growth during the same period. Tracking by Sensor Tower indicates that the direct competition for user engagement between the two applications is becoming evident in the data. For instance, American users who installed Claude in the first quarter of 2026 saw a 5% reduction in average usage time on ChatGPT just one month later.

ChatGPT Surpasses 1 Billion Monthly Active Users, Fastest Growth Record, While Claude Sees 640% Year-on-Year Increase

On June 3, Japanese Prime Minister Sanae Takaichi stated that strengthening international cooperation on foreign exchange issues, especially with the United States, is crucial. Appropriate measures will be taken on the foreign exchange market as needed.

[Japanese Prime Minister: Appropriate Measures on Foreign Exchange Market as Needed]On June 3, Japanese Prime Minister Sanae Takaichi stated that strengthening international cooperation on foreign exchange issues, especially with the United States, is crucial. Appropriate measures will be taken on the foreign exchange market as needed.

Japanese Prime Minister: Appropriate Measures on Foreign Exchange Market as Needed

According to monitoring by Beating, Meta has begun to scale back the employee computer tracking tool used for AI training. An internal memo obtained by The Information reveals that in response to employee pushback, the company has decided to update the Model Capability Initiative (MCI) to narrow the scope of behavioral data collection and enhance privacy protections. Launched in April this year, MCI primarily recorded employees' mouse movements, clicks, navigation, and screen content on work computers to train AI to use computers like humans. Meta CEO Mark Zuckerberg has stated that AI models need to learn by 'watching smart people work,' and that the quality of data produced by company employees is significantly higher than that of traditional outsourced labeling teams. However, the monitoring software faced strong internal resistance due to causing device slowdowns and reduced battery life. Some employees resisted tracking by ignoring permission pop-ups or manually disabling the software in settings. Last month, employees even distributed flyers in the office and initiated a petition that garnered over 1,500 signatures protesting the disrespect for employee dignity. According to the memo, Meta has now made a series of concessions: employees can pause the tracker for 30 minutes at any time to handle personal matters; data collection has shifted from recording specific input words to only summarizing activities; the application process for exemption from tracking has been broadened to include sensitive content handlers, remote employees with limited bandwidth, and field workers with charging difficulties. Additionally, Meta stated that currently only a 'very small number of engineers' have access to the raw data.

[Meta Reduces Data Collection Scope for AI Training Tool MCI After Employee Backlash]According to monitoring by Beating, Meta has begun to scale back the employee computer tracking tool used for AI training. An internal memo obtained by The Information reveals that in response to employee pushback, the company has decided to update the Model Capability Initiative (MCI) to narrow the scope of behavioral data collection and enhance privacy protections. Launched in April this year, MCI primarily recorded employees' mouse movements, clicks, navigation, and screen content on work computers to train AI to use computers like humans. Meta CEO Mark Zuckerberg has stated that AI models need to learn by 'watching smart people work,' and that the quality of data produced by company employees is significantly higher than that of traditional outsourced labeling teams. However, the monitoring software faced strong internal resistance due to causing device slowdowns and reduced battery life. Some employees resisted tracking by ignoring permission pop-ups or manually disabling the software in settings. Last month, employees even distributed flyers in the office and initiated a petition that garnered over 1,500 signatures protesting the disrespect for employee dignity. According to the memo, Meta has now made a series of concessions: employees can pause the tracker for 30 minutes at any time to handle personal matters; data collection has shifted from recording specific input words to only summarizing activities; the application process for exemption from tracking has been broadened to include sensitive content handlers, remote employees with limited bandwidth, and field workers with charging difficulties. Additionally, Meta stated that currently only a 'very small number of engineers' have access to the raw data.

Meta Reduces Data Collection Scope for AI Training Tool MCI After Employee Backlash

火币HTX数据监测显示，BTC跌破71000  USDT，现报70920.94  USDT，24H跌幅3.73%。

【BTC跌破71000  USDT】火币HTX数据监测显示，BTC跌破71000  USDT，现报70920.94  USDT，24H跌幅3.73%。

BTC跌破71000  USDT

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BTC fell below 69000 USDT

BTC跌破71000 USDT

Disclaimer：Il contenuto di cui sopra non rappresenta le posizioni di HTX.，HTX non fornisce alcuna raccomandazione di trading.。

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