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On May 30, 'New Stock God' Serenity published an analysis of the latest news from Foxconn's shareholder meeting, strongly recommending its subsidiary Xunxin Technology Holdings. According to the shareholder meeting, the CPO (Co-Packaged Optics) switch products are confirmed to start shipping in Q3, with a target of 10,000 units by 2026, aiming for global leadership and expecting explosive growth next year. Serenity specifically mentioned that the subsidiary responsible for advanced optical business at Foxconn is Xunxin Technology Holdings Limited. These exponential shipping volumes have not yet fully reflected in the financial reports, but they are likely to become evident in the second half of the year. This is a strategic positioning for the next super cycle, representing the next major opportunity in AI hardware. Note from BlockBeats: Serenity is a highly influential veteran trader in the WallStreetBets (WSB) section of Reddit, with a cumulative investment return rate exceeding 38 times this year. 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 seeks to invest in upstream targets with scarcity and bargaining power. SIVE (Sivers Semiconductors) is the most frequently mentioned stock by Serenity, having been recommended 190 times. Since its first public recommendation on March 16, 2026, it has surged 19.6 times.

[Serenity Predicts AI Hardware Investment Opportunities: Foxconn CPO Switch to Ship in Q3, Xunxin to Handle Advanced Optical Business]On May 30, 'New Stock God' Serenity published an analysis of the latest news from Foxconn's shareholder meeting, strongly recommending its subsidiary Xunxin Technology Holdings. According to the shareholder meeting, the CPO (Co-Packaged Optics) switch products are confirmed to start shipping in Q3, with a target of 10,000 units by 2026, aiming for global leadership and expecting explosive growth next year. Serenity specifically mentioned that the subsidiary responsible for advanced optical business at Foxconn is Xunxin Technology Holdings Limited. These exponential shipping volumes have not yet fully reflected in the financial reports, but they are likely to become evident in the second half of the year. This is a strategic positioning for the next super cycle, representing the next major opportunity in AI hardware. Note from BlockBeats: Serenity is a highly influential veteran trader in the WallStreetBets (WSB) section of Reddit, with a cumulative investment return rate exceeding 38 times this year. 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 seeks to invest in upstream targets with scarcity and bargaining power. SIVE (Sivers Semiconductors) is the most frequently mentioned stock by Serenity, having been recommended 190 times. Since its first public recommendation on March 16, 2026, it has surged 19.6 times.

Serenity Predicts AI Hardware Investment Opportunities: Foxconn CPO Switch to Ship in Q3, Xunxin to Handle Advanced Optical Business

On May 30, Axios reported that sources indicate NVIDIA is set to enter the personal computer market, with the first Windows PCs featuring its chips as the main processors expected to be unveiled next week. NVIDIA and Microsoft will showcase their collaborative results and the initial PCs equipped with these chips at two major industry events: Computex in Taipei and the Microsoft Build Developer Conference. Sources suggest that PCs with NVIDIA chips are likely to appear in Microsoft's Surface brand as well as products from other manufacturers, including Dell. Microsoft is also expected to launch software that will allow users to more easily run AI agents locally on Windows PCs.

[First Windows PCs with NVIDIA Chips Expected to Debut Next Week]On May 30, Axios reported that sources indicate NVIDIA is set to enter the personal computer market, with the first Windows PCs featuring its chips as the main processors expected to be unveiled next week. NVIDIA and Microsoft will showcase their collaborative results and the initial PCs equipped with these chips at two major industry events: Computex in Taipei and the Microsoft Build Developer Conference. Sources suggest that PCs with NVIDIA chips are likely to appear in Microsoft's Surface brand as well as products from other manufacturers, including Dell. Microsoft is also expected to launch software that will allow users to more easily run AI agents locally on Windows PCs.

First Windows PCs with NVIDIA Chips Expected to Debut Next Week

On May 30, Rand, the founder of the Zama protocol, released the latest statement regarding the freezing of the cUSDC contract. The root cause has been identified; the incident is entirely unrelated to Zama itself or its privacy technology, but stems from an address associated with Overnight Finance that previously deposited approximately $12.5 million in USDC. At that time, the address was not marked on any sanctions list and was not intercepted by KYT tools. However, a U.S. court issued a restraining order last night to freeze the hacker's associated wallet. Since over 99% of the funds in the contract came from this hacker, the court directly requested the freezing of the entire wrapped contract to lock the illicit funds. Zama emphasizes its commitment to a 'compliant and confidential' stance and will not tolerate any illegal activities. Currently, they are communicating with various parties to unfreeze the contract as soon as possible, while also suspending the cUSDC, cUSDT, and cWETH contracts for a thorough investigation. A detailed post-incident analysis and future plans for handling such court requests will be released subsequently.

[Zama Founder: Communicating with Parties to Unfreeze cUSDC Contract and Will Release Detailed Post-Incident Analysis]On May 30, Rand, the founder of the Zama protocol, released the latest statement regarding the freezing of the cUSDC contract. The root cause has been identified; the incident is entirely unrelated to Zama itself or its privacy technology, but stems from an address associated with Overnight Finance that previously deposited approximately $12.5 million in USDC. At that time, the address was not marked on any sanctions list and was not intercepted by KYT tools. However, a U.S. court issued a restraining order last night to freeze the hacker's associated wallet. Since over 99% of the funds in the contract came from this hacker, the court directly requested the freezing of the entire wrapped contract to lock the illicit funds. Zama emphasizes its commitment to a 'compliant and confidential' stance and will not tolerate any illegal activities. Currently, they are communicating with various parties to unfreeze the contract as soon as possible, while also suspending the cUSDC, cUSDT, and cWETH contracts for a thorough investigation. A detailed post-incident analysis and future plans for handling such court requests will be released subsequently.

Zama Founder: Communicating with Parties to Unfreeze cUSDC Contract and Will Release Detailed Post-Incident Analysis

On May 30, sources revealed that OpenAI has discussed its upcoming IPO with Citi and JPMorgan. The sources indicated that Citi and JPMorgan may join Goldman Sachs and Morgan Stanley in preparing for the listing. However, discussions with Citi and JPMorgan do not guarantee their participation in the IPO. Other investment banks may also ultimately get involved.

[OpenAI in Talks with Citi and JPMorgan Regarding IPO Participation]On May 30, sources revealed that OpenAI has discussed its upcoming IPO with Citi and JPMorgan. The sources indicated that Citi and JPMorgan may join Goldman Sachs and Morgan Stanley in preparing for the listing. However, discussions with Citi and JPMorgan do not guarantee their participation in the IPO. Other investment banks may also ultimately get involved.

OpenAI in Talks with Citi and JPMorgan Regarding IPO Participation

On May 30, according to monitoring by Blockaid, the Alephium TokenBridge Ethereum cross-chain bridge was attacked. The attacker controlled 3 out of 4 Guardian keys, forged a VAA (Validator Authorization Message), and completed the attack in about 7 minutes, stealing approximately $815,000 in assets. The attacker minted 13.76 million Wrapped ALPH, exceeding the circulating supply before the attack by over 100%, while also unlocking and transferring assets such as USDT, USDC, WBTC, and WETH from the custody pool. The attacker's address still holds approximately $815,000 in stolen assets and 13.76 million uncollateralized Wrapped ALPH.

[Alephium Ethereum Cross-Chain Bridge Attacked, Resulting in Approximately $815,000 Loss]On May 30, according to monitoring by Blockaid, the Alephium TokenBridge Ethereum cross-chain bridge was attacked. The attacker controlled 3 out of 4 Guardian keys, forged a VAA (Validator Authorization Message), and completed the attack in about 7 minutes, stealing approximately $815,000 in assets. The attacker minted 13.76 million Wrapped ALPH, exceeding the circulating supply before the attack by over 100%, while also unlocking and transferring assets such as USDT, USDC, WBTC, and WETH from the custody pool. The attacker's address still holds approximately $815,000 in stolen assets and 13.76 million uncollateralized Wrapped ALPH.

Alephium Ethereum Cross-Chain Bridge Attacked, Resulting in Approximately $815,000 Loss

On May 30, Zama officially responded to the incident of Circle freezing the cUSDC contract. Circle's compliance system flagged a wallet belonging to an external depositor, which held funds in the cUSDC contract, resulting in the entire contract being automatically swept into a standard holding freeze. This is merely incidental damage and not a sanction against the Zama Protocol. Zama's legal team has intervened and is isolating the flagged address, aiming to restore access for all unaffected participants as soon as possible.

[Zama Responds to Circle's Freezing of cUSDC Contract: Legal Team Involved to Restore Access for Compliant Participants]On May 30, Zama officially responded to the incident of Circle freezing the cUSDC contract. Circle's compliance system flagged a wallet belonging to an external depositor, which held funds in the cUSDC contract, resulting in the entire contract being automatically swept into a standard holding freeze. This is merely incidental damage and not a sanction against the Zama Protocol. Zama's legal team has intervened and is isolating the flagged address, aiming to restore access for all unaffected participants as soon as possible.

Zama Responds to Circle's Freezing of cUSDC Contract: Legal Team Involved to Restore Access for Compliant Participants

bill Surges 10.09% in 24H, Currently at 0.078753 USDT

【bill currently trades at 0.078753 USDT, up 10.09% in 24h, according to HTX market data.】bill Surges 10.09% in 24H, Currently at 0.078753 USDT

bill currently trades at 0.078753 USDT, up 10.09% in 24h, according to HTX market data.

On May 30, the Ukrainian presidential press service announced that President Zelensky signed two presidential decrees to formally implement measures aligned with the European Union's sanctions by the National Security and Defense Council of Ukraine. This round of sanctions targets a total of 120 individuals and related organizations. The sanctions are based on the EU's 20th round of sanctions, focusing on key economic sectors in Russia. As of now, there has been no response from the Russian side.

[Ukraine Aligns Sanctions with EU Against Russia, Targeting 120 Individuals and Entities]On May 30, the Ukrainian presidential press service announced that President Zelensky signed two presidential decrees to formally implement measures aligned with the European Union's sanctions by the National Security and Defense Council of Ukraine. This round of sanctions targets a total of 120 individuals and related organizations. The sanctions are based on the EU's 20th round of sanctions, focusing on key economic sectors in Russia. As of now, there has been no response from the Russian side.

Ukraine Aligns Sanctions with EU Against Russia, Targeting 120 Individuals and Entities

On May 30, according to CCTV, the U.S. Navy's Central Command's Shipping Guidance and Coordination Organization (NCAGS) issued a shipping warning stating that the maritime blockade measures against Iranian ports are still in effect. The related restrictions cover parts of the Persian Gulf, the Strait of Hormuz, the Gulf of Oman, and the northern Arabian Sea. On the same day, the Joint Maritime Information Center (JMIC) also released the latest shipping safety notice indicating that the maritime security threat level in these waters remains at 'serious' and advised ship owners, operators, and crews to closely monitor changes in the regional security situation.

[US Military Confirms Ongoing Maritime Blockade Against Iranian Ports]On May 30, according to CCTV, the U.S. Navy's Central Command's Shipping Guidance and Coordination Organization (NCAGS) issued a shipping warning stating that the maritime blockade measures against Iranian ports are still in effect. The related restrictions cover parts of the Persian Gulf, the Strait of Hormuz, the Gulf of Oman, and the northern Arabian Sea. On the same day, the Joint Maritime Information Center (JMIC) also released the latest shipping safety notice indicating that the maritime security threat level in these waters remains at 'serious' and advised ship owners, operators, and crews to closely monitor changes in the regional security situation.

US Military Confirms Ongoing Maritime Blockade Against Iranian Ports

Bitcoin miners' reserves currently stand at 1,837,138 BTC, at their lowest level since December 2021, according to data from on-chain data platform CryptoQuant. CoinLupin, a contributor to the data platform, believes that miners are still selling their BTC reserves, possibly to shore up capital in the event of a market reversal. Separately, data from platforms such as MiningPoolStats confirmed that Bitcoin's hash rate hit an all-time high on January 26, averaging over 275 EH/s.

Detail

【Bitcoin miners hold 1,840,000 BTC, at lowest level since December 2021】Bitcoin miners' reserves currently stand at 1,837,138 BTC, at their lowest level since December 2021, according to data from on-chain data platform CryptoQuant. CoinLupin, a contributor to the data platform, believes that miners are still selling their BTC reserves, possibly to shore up capital in the event of a market reversal. Separately, data from platforms such as MiningPoolStats confirmed that Bitcoin's hash rate hit an all-time high on January 26, averaging over 275 EH/s.

Bitcoin miners hold 1,840,000 BTC, at lowest level since December 2021

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BTC breaks through 74000 USDT

Bitcoin miners hold 1,840,000 BTC, at lowest level since December 2021

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

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