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Intel (INTC.US) rose 2.3% in pre-market trading, reaching $110.4. In a keynote speech at Computex 2026, Intel CEO Pat Gelsinger stated that future AI infrastructure will not be dominated solely by GPUs, but will enter an era of heterogeneous computing with the collaboration of CPUs, GPUs, ASICs, and custom chips. With the rapid proliferation of Agentic AI, the demand for CPUs in data centers is expected to enter a growth cycle again. 
Based on this, Intel officially launched the Xeon 6 Plus processor, manufactured using the 18A process, which features 288 E-Core cores and 576MB of L3 cache, primarily targeting cloud computing, network infrastructure, and AI inference scenarios. Additionally, Intel introduced the Rack Scale Blueprint initiative, aimed at collaboratively developing rack-level AI infrastructure solutions with partners through open standards, with initial partners including Foxconn and SambaNova.

[Intel Rises 2.3% Pre-Market, Unveils Xeon 6 Plus Processor and Enters AI Rack Market]Intel (INTC.US) rose 2.3% in pre-market trading, reaching $110.4. In a keynote speech at Computex 2026, Intel CEO Pat Gelsinger stated that future AI infrastructure will not be dominated solely by GPUs, but will enter an era of heterogeneous computing with the collaboration of CPUs, GPUs, ASICs, and custom chips. With the rapid proliferation of Agentic AI, the demand for CPUs in data centers is expected to enter a growth cycle again. 
Based on this, Intel officially launched the Xeon 6 Plus processor, manufactured using the 18A process, which features 288 E-Core cores and 576MB of L3 cache, primarily targeting cloud computing, network infrastructure, and AI inference scenarios. Additionally, Intel introduced the Rack Scale Blueprint initiative, aimed at collaboratively developing rack-level AI infrastructure solutions with partners through open standards, with initial partners including Foxconn and SambaNova.

Intel Rises 2.3% Pre-Market, Unveils Xeon 6 Plus Processor and Enters AI Rack Market

On June 3, according to monitoring by Lookonchain, a whale associated with Matrixport holds a long position of 120,000 ETH (valued at approximately $224.5 million), currently facing an unrealized loss of over $46 million. This whale has also paid $1.78 million in funding fees. The liquidation prices are $1,573.93, $1,515.91, $1,416.52, and $1,355.83.

[Matrixport-Linked Whale Holds 120,000 ETH Long Position, Facing Over $46 Million Loss]On June 3, according to monitoring by Lookonchain, a whale associated with Matrixport holds a long position of 120,000 ETH (valued at approximately $224.5 million), currently facing an unrealized loss of over $46 million. This whale has also paid $1.78 million in funding fees. The liquidation prices are $1,573.93, $1,515.91, $1,416.52, and $1,355.83.

Matrixport-Linked Whale Holds 120,000 ETH Long Position, Facing Over $46 Million Loss

On June 3, on-chain analyst Ai Yi (@ai_9684xtpa) reported that a whale entity, which previously made a profit of $44.61 million from a long position in 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 are currently facing a loss of $46.01 million. The liquidation range is between $1,355.8 and $1,573.9, with the most precarious position only $300 away from liquidation. Two of the addresses added $4.9 million in margin this morning to avoid liquidation.

[Smart Money Faces $46.01 Million Loss After $44.61 Million Profit from ETH Long Position]On June 3, on-chain analyst Ai Yi (@ai_9684xtpa) reported that a whale entity, which previously made a profit of $44.61 million from a long position in 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 are currently facing a loss of $46.01 million. The liquidation range is between $1,355.8 and $1,573.9, with the most precarious position only $300 away from liquidation. Two of the addresses added $4.9 million in margin this morning to avoid liquidation.

Smart Money Faces $46.01 Million Loss After $44.61 Million Profit from ETH Long Position

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

2 июня ETF на спотовый биткойн в США продолжил свою тенденцию значительных оттоков средств после регистрации крупных выводов в мае, что ознаменовало 11 последовательных торговых дней чистых оттоков. Согласно данным SoSoValue, ETF на спотовый биткойн в США за понедельник зафиксировал чистый отток в $483,8 миллиона, при этом IBIT от BlackRock испытал оттоки в $440,3 миллиона. Единственным продуктом, который зафиксировал чистый приток в тот день, стал MSBT от Morgan Stanley, который увидел чистый приток примерно в $6,14 миллиона. За последние 11 последовательных торговых дней ETF на спотовый биткойн в США накопил общий чистый отток в $3,45 миллиарда. Эта тенденция продолжает слабую динамику, наблюдаемую в мае, в течение которого ETF на спотовый биткойн в США испытал чистый отток в $2,43 миллиарда, что стало крупнейшим месячным оттоком с ноября 2025 года.

[ETF на спотовый биткойн в США испытывает 11 последовательных дней чистых оттоков, в мае наблюдается отток в $2,43 миллиарда] 2 июня ETF на спотовый биткойн в США продолжил свою тенденцию значительных оттоков средств после регистрации крупных выводов в мае, что ознаменовало 11 последовательных торговых дней чистых оттоков. Согласно данным SoSoValue, ETF на спотовый биткойн в США за понедельник зафиксировал чистый отток в $483,8 миллиона, при этом IBIT от BlackRock испытал оттоки в $440,3 миллиона. Единственным продуктом, который зафиксировал чистый приток в тот день, стал MSBT от Morgan Stanley, который увидел чистый приток примерно в $6,14 миллиона. За последние 11 последовательных торговых дней ETF на спотовый биткойн в США накопил общий чистый отток в $3,45 миллиарда. Эта тенденция продолжает слабую динамику, наблюдаемую в мае, в течение которого ETF на спотовый биткойн в США испытал чистый отток в $2,43 миллиарда, что стало крупнейшим месячным оттоком с ноября 2025 года.

ETF на спотовый биткойн в США испытывает 11 последовательных дней чистых оттоков, в мае наблюдается отток в $2,43 миллиарда

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ETF на спотовый биткойн в США испытывает 11 последовательных дней чистых оттоков, в мае наблюдается отток в $2,43 миллиарда

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

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