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Nasdaq 100 futures have turned lower, while S&P 500 futures are down 0.3%.

[Nasdaq 100 Futures Turn Lower, S&P 500 Futures Down 0.3%]Nasdaq 100 futures have turned lower, while S&P 500 futures are down 0.3%.

Nasdaq 100 Futures Turn Lower, S&P 500 Futures Down 0.3%

On June 3, Yardeni, the most optimistic forecasting firm on Wall Street, had set a target value of 8,250 points for the S&P 500 index. Despite the index having surpassed 7,600 points, the firm recently indicated a shift towards caution. They pointed out that factors such as tensions in the Middle East, risks of tight oil supplies, potential tightening policies from the Federal Reserve, and upcoming initial public offerings are contributing to market volatility. Nevertheless, the firm remains optimistic about the future, believing that strong earnings growth and AI-driven economic expansion will propel market development.

[Yardeni, Wall Street's Most Optimistic Firm, Takes a Cautious Stance on S&P 500]On June 3, Yardeni, the most optimistic forecasting firm on Wall Street, had set a target value of 8,250 points for the S&P 500 index. Despite the index having surpassed 7,600 points, the firm recently indicated a shift towards caution. They pointed out that factors such as tensions in the Middle East, risks of tight oil supplies, potential tightening policies from the Federal Reserve, and upcoming initial public offerings are contributing to market volatility. Nevertheless, the firm remains optimistic about the future, believing that strong earnings growth and AI-driven economic expansion will propel market development.

Yardeni, Wall Street's Most Optimistic Firm, Takes a Cautious Stance on S&P 500

On June 3, renowned crypto and AI investment firm Variant announced the completion of its Variant 4 fundraise, reaching a total size of $222 million. The fund will continue to focus on early-stage investments and support the growth of portfolio companies over the long term. The core investment themes are 'AI + Crypto + Autonomy.' Variant founder Jesse Walden stated that the traditional label of 'crypto investor' will gradually fade, with a future unification under the broader theme of 'autonomy,' which encompasses any applications that empower users with greater autonomy, including permissionless finance, cryptocurrencies, and AI agents. Crypto will be viewed as underlying infrastructure, and its decentralized principles will be revitalized in the AI era, particularly in the intersection of AI agents and blockchain. Previously, Variant's first three funds primarily focused on pure crypto ventures, having invested in well-known projects like Uniswap and Morpho.

[Variant Completes $222 Million Fundraising for Early Investments in AI and Crypto]On June 3, renowned crypto and AI investment firm Variant announced the completion of its Variant 4 fundraise, reaching a total size of $222 million. The fund will continue to focus on early-stage investments and support the growth of portfolio companies over the long term. The core investment themes are 'AI + Crypto + Autonomy.' Variant founder Jesse Walden stated that the traditional label of 'crypto investor' will gradually fade, with a future unification under the broader theme of 'autonomy,' which encompasses any applications that empower users with greater autonomy, including permissionless finance, cryptocurrencies, and AI agents. Crypto will be viewed as underlying infrastructure, and its decentralized principles will be revitalized in the AI era, particularly in the intersection of AI agents and blockchain. Previously, Variant's first three funds primarily focused on pure crypto ventures, having invested in well-known projects like Uniswap and Morpho.

Variant Completes $222 Million Fundraising for Early Investments in AI and Crypto

On June 3, amid the AI investment boom, the new stock guru Serenity has gained widespread popularity, with its subscription user count on the X platform reaching 46,000 today, just 1,000 short of Elon Musk, the largest subscriber on the platform with 47,000 users. According to BlockBeats, Serenity is a seasoned trader with significant influence in the WallStreetBets (WSB) section of the Reddit forum. Its core research findings are consistently made publicly available for free, focusing on key supporting elements in the Nvidia AI chip supply chain. By thoroughly analyzing the indispensable 'screw' components in the chip manufacturing and packaging processes, Serenity accurately identifies critical chokepoints in the supply chain and strategically invests in upstream targets that possess scarcity and bargaining power.

[New Stock Guru Serenity's Subscription Users Set to Surpass Musk on X Platform]On June 3, amid the AI investment boom, the new stock guru Serenity has gained widespread popularity, with its subscription user count on the X platform reaching 46,000 today, just 1,000 short of Elon Musk, the largest subscriber on the platform with 47,000 users. According to BlockBeats, Serenity is a seasoned trader with significant influence in the WallStreetBets (WSB) section of the Reddit forum. Its core research findings are consistently made publicly available for free, focusing on key supporting elements in the Nvidia AI chip supply chain. By thoroughly analyzing the indispensable 'screw' components in the chip manufacturing and packaging processes, Serenity accurately identifies critical chokepoints in the supply chain and strategically invests in upstream targets that possess scarcity and bargaining power.

New Stock Guru Serenity's Subscription Users Set to Surpass Musk on X Platform

On June 3, according to CME's "FedWatch", the probability of the Federal Reserve maintaining interest rates unchanged in June is 98.3% (down from 98.4% before the data release), while the probability of a cumulative rate cut of 25 basis points is 1.7%. The probability of the Fed holding rates steady until July is 88%, with a cumulative rate hike of 25 basis points at 10.5%, and a cumulative rate cut of 25 basis points at 1.5%.

[ADP Report Leaves Fed's June Rate Hold Probability Unchanged]On June 3, according to CME's "FedWatch", the probability of the Federal Reserve maintaining interest rates unchanged in June is 98.3% (down from 98.4% before the data release), while the probability of a cumulative rate cut of 25 basis points is 1.7%. The probability of the Fed holding rates steady until July is 88%, with a cumulative rate hike of 25 basis points at 10.5%, and a cumulative rate cut of 25 basis points at 1.5%.

ADP Report Leaves Fed's June Rate Hold Probability Unchanged

On June 3, U.S. rare earths rose over 3% in pre-market trading. In news, the company reached a final agreement with the U.S. Department of Commerce, securing up to $277 million in federal funding.

[U.S. Rare Earths Rise Over 3% Pre-Market]On June 3, U.S. rare earths rose over 3% in pre-market trading. In news, the company reached a final agreement with the U.S. Department of Commerce, securing up to $277 million in federal funding.

U.S. Rare Earths Rise Over 3% Pre-Market

On June 3, according to market news, US Rare Earth (USAR.US) has finalized an agreement with the US Department of Commerce, securing up to $277 million in federal funding. The approved maximum guaranteed loan amount is $1.3 billion.

[US Rare Earth Finalizes Agreement with Department of Commerce for Up to $277 Million in Federal Funding]On June 3, according to market news, US Rare Earth (USAR.US) has finalized an agreement with the US Department of Commerce, securing up to $277 million in federal funding. The approved maximum guaranteed loan amount is $1.3 billion.

US Rare Earth Finalizes Agreement with Department of Commerce for Up to $277 Million in Federal Funding

On June 3, U.S. Treasury yields rose slightly following the release of ADP employment data, with the 10-year Treasury yield increasing by 2.8 basis points to 4.483%.

[Slight Increase in U.S. Treasury Yields]On June 3, U.S. Treasury yields rose slightly following the release of ADP employment data, with the 10-year Treasury yield increasing by 2.8 basis points to 4.483%.

Slight Increase in U.S. Treasury Yields

On June 3, 'New Stock God' Serenity published a review of its heavy investment judgment in AI infrastructure company Nebius (NBIS), stating that NBIS is his 'most confident choice in the Neocloud sector.' The stock price has risen from approximately $84 last year to the current $260, validating the market's judgment on the sector. Serenity reiterated that NBIS ranks first in the Neocloud sector, surpassing competitors like IREN and CRWV. NBIS has reached a market capitalization of $66 billion and is still optimistic about breaking through $100 billion in the long term. Last November, when NBIS's stock price was around $86, Serenity released a detailed analysis defining NBIS as 'the purest asymmetric opportunity in Neocloud and AI infrastructure,' pointing out that NBIS is the highest revenue-generating entity in the Neocloud sector and has avoided several major pain points faced by competitors—unlike IREN and ORCL, which have uncertainties in full-stack execution; unlike CRWV and APLD, which carry high-interest debt; and unlike CLSK, BITF, and others that lack large-scale customer contracts for revenue certainty. Notably, Nebius (NBIS) is also part of Nvidia's investment portfolio and is held by Leopold Aschenbrenner's Situational Awareness LP in Q1.

[Serenity Reaffirms NBIS as the King of Neocloud, Highlighting Pure Asymmetric Opportunities in AI Infrastructure]On June 3, 'New Stock God' Serenity published a review of its heavy investment judgment in AI infrastructure company Nebius (NBIS), stating that NBIS is his 'most confident choice in the Neocloud sector.' The stock price has risen from approximately $84 last year to the current $260, validating the market's judgment on the sector. Serenity reiterated that NBIS ranks first in the Neocloud sector, surpassing competitors like IREN and CRWV. NBIS has reached a market capitalization of $66 billion and is still optimistic about breaking through $100 billion in the long term. Last November, when NBIS's stock price was around $86, Serenity released a detailed analysis defining NBIS as 'the purest asymmetric opportunity in Neocloud and AI infrastructure,' pointing out that NBIS is the highest revenue-generating entity in the Neocloud sector and has avoided several major pain points faced by competitors—unlike IREN and ORCL, which have uncertainties in full-stack execution; unlike CRWV and APLD, which carry high-interest debt; and unlike CLSK, BITF, and others that lack large-scale customer contracts for revenue certainty. Notably, Nebius (NBIS) is also part of Nvidia's investment portfolio and is held by Leopold Aschenbrenner's Situational Awareness LP in Q1.

Serenity Reaffirms NBIS as the King of Neocloud, Highlighting Pure Asymmetric Opportunities in AI Infrastructure

On June 3, the contract whale 'Set 10 Major Goals' shared images on social media to announce the resumption of a long position in Bitcoin. The images indicate that it took a long position on 281.789 Bitcoins with 4x leverage at a price of $67,777, currently showing a slight profit. Yesterday's report stated that 'Set 10 Major Goals' closed its Bitcoin short position, realizing a profit of $3.3 million.

[Whale 'Set 10 Major Goals' Resumes Bitcoin Long Position]On June 3, the contract whale 'Set 10 Major Goals' shared images on social media to announce the resumption of a long position in Bitcoin. The images indicate that it took a long position on 281.789 Bitcoins with 4x leverage at a price of $67,777, currently showing a slight profit. Yesterday's report stated that 'Set 10 Major Goals' closed its Bitcoin short position, realizing a profit of $3.3 million.

Whale 'Set 10 Major Goals' Resumes Bitcoin Long Position

Retail Investors' 'Lead Brother' Serenity vs. Newly Minted Stock God Leopold: How Are the Two Top Hunters Mining AI's 'Physical Limits'?

Bitcoin Vs. The S&P: How The Stock Market Predicts The BTC Bottom Before the Rally

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

Article

BTC fell below 69000 USDT

Whale 'Set 10 Major Goals' Resumes Bitcoin Long Position

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

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