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On June 3, Bridgewater founder Dalio stated that the artificial intelligence bubble will ultimately burst.

[Bridgewater Founder Dalio: The AI Bubble Will Eventually Burst]On June 3, Bridgewater founder Dalio stated that the artificial intelligence bubble will ultimately burst.

Bridgewater Founder Dalio: The AI Bubble Will Eventually Burst

On June 3, edgeX officially released a report on the abnormal price fluctuations of the EDGE token, stating that at the time of the incident, the active liquidity in PancakeSwap's main on-chain trading pool was only about $1.25 million. Within a brief minute on June 2, 2026, at 13:12, a total of 174 addresses submitted sell orders for EDGE to the PancakeSwap trading pool. During this minute, the sell volume surged approximately tenfold compared to the previous few minutes (about 159,000 EDGE across 354 sell orders), causing the price to fluctuate by 23% in just one minute. The price of EDGE briefly dropped from approximately $1.12 to about $0.32 within an hour, attributed to a flash crash caused by concentrated sell-offs from multiple addresses during a period of low liquidity, combined with high-leverage long liquidations and interactions with centralized exchanges. The team’s address did not change during this period. edgeX stated that it will strengthen market-making and liquidity, and will set up a $200,000 USDC on-chain bounty to trace addresses associated with the attack. Additionally, for users who incurred actual realized losses due to forced liquidations or stop-loss triggers of long positions in edgeX Perp V1/V2 within the specified time window, the platform will provide goodwill compensation based on actual losses, with a maximum limit of $100,000 USDC per person. Of this, 50% will be distributed in USDC within 7 days after review, and 50% will be distributed in EDGE based on the 7-day TWAP in the first week of April 2027.

[edgeX Releases Report on EDGE Token Flash Crash, Will Provide Goodwill Compensation Based on Actual Losses]On June 3, edgeX officially released a report on the abnormal price fluctuations of the EDGE token, stating that at the time of the incident, the active liquidity in PancakeSwap's main on-chain trading pool was only about $1.25 million. Within a brief minute on June 2, 2026, at 13:12, a total of 174 addresses submitted sell orders for EDGE to the PancakeSwap trading pool. During this minute, the sell volume surged approximately tenfold compared to the previous few minutes (about 159,000 EDGE across 354 sell orders), causing the price to fluctuate by 23% in just one minute. The price of EDGE briefly dropped from approximately $1.12 to about $0.32 within an hour, attributed to a flash crash caused by concentrated sell-offs from multiple addresses during a period of low liquidity, combined with high-leverage long liquidations and interactions with centralized exchanges. The team’s address did not change during this period. edgeX stated that it will strengthen market-making and liquidity, and will set up a $200,000 USDC on-chain bounty to trace addresses associated with the attack. Additionally, for users who incurred actual realized losses due to forced liquidations or stop-loss triggers of long positions in edgeX Perp V1/V2 within the specified time window, the platform will provide goodwill compensation based on actual losses, with a maximum limit of $100,000 USDC per person. Of this, 50% will be distributed in USDC within 7 days after review, and 50% will be distributed in EDGE based on the 7-day TWAP in the first week of April 2027.

edgeX Releases Report on EDGE Token Flash Crash, Will Provide Goodwill Compensation Based on Actual Losses

On June 3, 'New Stock Guru' Serenity published an analysis of the EU Chip Act 2.0 proposal, believing it presents a thematic benefit for the EU photonics industry. The new proposal recognizes photonics as a structurally new component of EU policy, with relevant wording including 'supporting the development of photonic integrated circuits and related technologies,' 'establishing and strengthening advanced design, prototyping, and industrial deployment capabilities for photonic integrated circuits,' and 'expanding the EU's design capabilities in the field of photonics.' This marks the formal inclusion of photonics in the EU semiconductor strategic framework. More specific policy focuses on several major application areas: co-packaged optics and interconnect technology for AI data centers (beneficial for SIVE), the application of silicon photonics in high-bandwidth data center interconnects, and manufacturing technologies for co-packaging and heterogeneous integration of photonic integrated circuits (directly beneficial for XFAB). Serenity also pointed out that Soitec and Siltronic, as core European companies in the SOI wafer sector, were directly named in the policy impact analysis, while XFAB was listed as part of the current funding framework, further confirming its leading position in the European silicon photonics value chain. It is predicted that as the policy framework is implemented, related entities may gradually release specific information within the next 3 to 15 months.

[New Stock Guru Serenity Identifies Three Leaders in European Silicon Photonics Value Chain, Chip Act 2.0 Long-Term Benefits for Photonics Sector]On June 3, 'New Stock Guru' Serenity published an analysis of the EU Chip Act 2.0 proposal, believing it presents a thematic benefit for the EU photonics industry. The new proposal recognizes photonics as a structurally new component of EU policy, with relevant wording including 'supporting the development of photonic integrated circuits and related technologies,' 'establishing and strengthening advanced design, prototyping, and industrial deployment capabilities for photonic integrated circuits,' and 'expanding the EU's design capabilities in the field of photonics.' This marks the formal inclusion of photonics in the EU semiconductor strategic framework. More specific policy focuses on several major application areas: co-packaged optics and interconnect technology for AI data centers (beneficial for SIVE), the application of silicon photonics in high-bandwidth data center interconnects, and manufacturing technologies for co-packaging and heterogeneous integration of photonic integrated circuits (directly beneficial for XFAB). Serenity also pointed out that Soitec and Siltronic, as core European companies in the SOI wafer sector, were directly named in the policy impact analysis, while XFAB was listed as part of the current funding framework, further confirming its leading position in the European silicon photonics value chain. It is predicted that as the policy framework is implemented, related entities may gradually release specific information within the next 3 to 15 months.

New Stock Guru Serenity Identifies Three Leaders in European Silicon Photonics Value Chain, Chip Act 2.0 Long-Term Benefits for Photonics Sector

On June 3, Israeli Prime Minister Netanyahu stated: Trump and I have reached an agreement on the main issues concerning Iran. Sometimes we have tactical differences, but we will resolve these issues. My relationship with Trump has not changed; he is Israel's 'greatest friend' in the White House. Trump acknowledged today that he had spoken 'angrily' with Netanyahu. Previously, there were rumors that Trump expressed strong dissatisfaction with Israel's military escalation in Lebanon during a call with Netanyahu and demanded a halt to Israel's plans for attacks on Beirut.

[Netanyahu: Agreement with Trump on Key Issues Regarding Iran]On June 3, Israeli Prime Minister Netanyahu stated: Trump and I have reached an agreement on the main issues concerning Iran. Sometimes we have tactical differences, but we will resolve these issues. My relationship with Trump has not changed; he is Israel's 'greatest friend' in the White House. Trump acknowledged today that he had spoken 'angrily' with Netanyahu. Previously, there were rumors that Trump expressed strong dissatisfaction with Israel's military escalation in Lebanon during a call with Netanyahu and demanded a halt to Israel's plans for attacks on Beirut.

Netanyahu: Agreement with Trump on Key Issues Regarding Iran

Following a surge of over 32% yesterday, Marvell Technology (MRVL.US) initially rose over 11% today, reaching a peak of $324.15, continuing to set historical highs, with a cumulative market value increase of over $90 billion in two days. The 2x leveraged MRVL ETF also saw an initial rise of over 20%. On the news front, NVIDIA CEO Jensen Huang recently praised Marvell Technology's value in the AI infrastructure supply chain at the Computex 2026 computer exhibition, stating it is destined to become the 'next trillion-dollar company.' Additionally, Marvell Technology recently reported a 28% year-on-year increase in Q1 revenue to $2.418 billion, a new high; given the strong performance of AI-related orders, management has raised revenue outlooks for fiscal years 2027 and 2028.

[Marvell Technology Surges Over 11%, Continues to Set New Highs with Market Value Increasing by Over $90 Billion in Two Days]Following a surge of over 32% yesterday, Marvell Technology (MRVL.US) initially rose over 11% today, reaching a peak of $324.15, continuing to set historical highs, with a cumulative market value increase of over $90 billion in two days. The 2x leveraged MRVL ETF also saw an initial rise of over 20%. On the news front, NVIDIA CEO Jensen Huang recently praised Marvell Technology's value in the AI infrastructure supply chain at the Computex 2026 computer exhibition, stating it is destined to become the 'next trillion-dollar company.' Additionally, Marvell Technology recently reported a 28% year-on-year increase in Q1 revenue to $2.418 billion, a new high; given the strong performance of AI-related orders, management has raised revenue outlooks for fiscal years 2027 and 2028.

Marvell Technology Surges Over 11%, Continues to Set New Highs with Market Value Increasing by Over $90 Billion in Two Days

On June 3, Federal Reserve's Williams expressed support for maintaining interest rates unchanged, stating that monetary policy is 'just right' and does not require either a hike or a cut. He noted that we will closely monitor the progress of the latest tariff measures, as the upward risks to inflation have increased. There is no clear direction for future rates, and he does not believe the Fed's forward guidance is particularly helpful. According to CME FedWatch data, expectations for rate cuts this year have largely been erased, while expectations for rate hikes have risen, with a possibility of a 75 basis point increase. Currently, the probability of the Fed keeping rates unchanged until the end of 2026 is 40.9%, the probability of a cumulative rate cut of 25 basis points for the year is only 0.7%, the probability of a cumulative rate hike of 25 basis points is 41.6%, the probability of a cumulative rate hike of 50 basis points is 14.6%, and the probability of a cumulative rate hike of 75 basis points is 0.1%. Additionally, the probability of a 25 basis point rate cut at the next Fed meeting in June is 1.7%.

[Fed's Williams Supports Keeping Rates Steady, Rate Hike Expectations Rise for the Year]On June 3, Federal Reserve's Williams expressed support for maintaining interest rates unchanged, stating that monetary policy is 'just right' and does not require either a hike or a cut. He noted that we will closely monitor the progress of the latest tariff measures, as the upward risks to inflation have increased. There is no clear direction for future rates, and he does not believe the Fed's forward guidance is particularly helpful. According to CME FedWatch data, expectations for rate cuts this year have largely been erased, while expectations for rate hikes have risen, with a possibility of a 75 basis point increase. Currently, the probability of the Fed keeping rates unchanged until the end of 2026 is 40.9%, the probability of a cumulative rate cut of 25 basis points for the year is only 0.7%, the probability of a cumulative rate hike of 25 basis points is 41.6%, the probability of a cumulative rate hike of 50 basis points is 14.6%, and the probability of a cumulative rate hike of 75 basis points is 0.1%. Additionally, the probability of a 25 basis point rate cut at the next Fed meeting in June is 1.7%.

Fed's Williams Supports Keeping Rates Steady, Rate Hike Expectations Rise for the Year

Israeli Prime Minister Netanyahu stated: Trump and I have reached an agreement on key issues concerning Iran. Sometimes we have tactical differences, but we will resolve these issues. My relationship with Trump has not changed; he is Israel's 'greatest friend' in the White House. Trump acknowledged today that he had spoken 'angrily' with Netanyahu. Previously, there were rumors that Trump expressed strong dissatisfaction with Israel's military escalation in Lebanon during a call with Netanyahu and demanded a halt to Israel's plans to attack Beirut.

[Netanyahu: Agreement with Trump on Key Issues Regarding Iran]Israeli Prime Minister Netanyahu stated: Trump and I have reached an agreement on key issues concerning Iran. Sometimes we have tactical differences, but we will resolve these issues. My relationship with Trump has not changed; he is Israel's 'greatest friend' in the White House. Trump acknowledged today that he had spoken 'angrily' with Netanyahu. Previously, there were rumors that Trump expressed strong dissatisfaction with Israel's military escalation in Lebanon during a call with Netanyahu and demanded a halt to Israel's plans to attack Beirut.

On June 3, Alphabet (GOOG.US) has increased its equity financing scale from $80 billion to $84.75 billion to fund its expenditures in AI. Alphabet has set the pricing for its issuance of 25.5 million Class A shares at $355.20 per share, and 25.5 million Class C shares at $351.80 per share. The company has priced 167.5 million Series A depositary shares at $50 per share, and the same number of Series B depositary shares at the same price. The issuance scale for Class A and Class C shares has been expanded from $15 billion to $18 billion, while the issuance scale for depositary shares has increased from $15 billion to $16.75 billion. Alphabet estimates that the net fundraising amount for Class A and Class C shares will be $17.8 billion, and the fundraising amount for depositary shares will be $16.6 billion. The company stated that it plans to use the proceeds for general corporate purposes, including capital expenditures to expand AI infrastructure and global computing capacity. The issuance transactions for Class A and Class C shares are expected to be completed on Thursday, while the issuance transactions for depositary shares are expected to be completed on Friday.

[Alphabet Expands Equity Financing Scale and Announces Pricing]On June 3, Alphabet (GOOG.US) has increased its equity financing scale from $80 billion to $84.75 billion to fund its expenditures in AI. Alphabet has set the pricing for its issuance of 25.5 million Class A shares at $355.20 per share, and 25.5 million Class C shares at $351.80 per share. The company has priced 167.5 million Series A depositary shares at $50 per share, and the same number of Series B depositary shares at the same price. The issuance scale for Class A and Class C shares has been expanded from $15 billion to $18 billion, while the issuance scale for depositary shares has increased from $15 billion to $16.75 billion. Alphabet estimates that the net fundraising amount for Class A and Class C shares will be $17.8 billion, and the fundraising amount for depositary shares will be $16.6 billion. The company stated that it plans to use the proceeds for general corporate purposes, including capital expenditures to expand AI infrastructure and global computing capacity. The issuance transactions for Class A and Class C shares are expected to be completed on Thursday, while the issuance transactions for depositary shares are expected to be completed on Friday.

Alphabet Expands Equity Financing Scale and Announces Pricing

Cryptocurrency asset management firm Grayscale announced on platform X that its Grayscale Hyperliquid Staking ETF (HYPG) has begun trading on NASDAQ. This product is one of the lowest management fee HYPE-related exchange-traded products in the U.S. market and offers exposure to staking yields, allowing investors to invest directly through their brokerage accounts.

[Grayscale: Hyperliquid Staking ETF HYPG Officially Launches Trading]Cryptocurrency asset management firm Grayscale announced on platform X that its Grayscale Hyperliquid Staking ETF (HYPG) has begun trading on NASDAQ. This product is one of the lowest management fee HYPE-related exchange-traded products in the U.S. market and offers exposure to staking yields, allowing investors to invest directly through their brokerage accounts.

Grayscale: Hyperliquid Staking ETF HYPG Officially Launches Trading

火币HTX数据监测显示，BTC跌破67000  USDT，现报66893.63  USDT，24H跌幅6.74%。

【BTC跌破67000  USDT】火币HTX数据监测显示，BTC跌破67000  USDT，现报66893.63  USDT，24H跌幅6.74%。

BTC跌破67000  USDT

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One Article Deconstructs the Investment Methodology of 'Stock God Serenity'

Deconstructing the Investment Methodology of the 'Stock God Serenity' in One Article

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BTC跌破67000 USDT

Isenção de responsabilidade：O conteúdo acima não representa as posições da HTX.，A HTX não faz quaisquer recomendações de negociação.。

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