News linked to this event type.
Serenity criticized some of Bank of America's market views on the X platform, stating that its behavior is akin to a "malicious version of Bernstein/Jim Cramer" and may mislead retail investors. According to reports, Bank of America claimed that South Korea's KOSPI index and the Korea ETF (EWY) are in an "extreme bubble" state, drawing a comparison to the March silver crash, which prompted some retail investors to sell their holdings. However, the Korean stock market subsequently continued to rise, nearly doubling and hitting an all-time high.Serenity added that Bank of America recently also put forward a view "expecting 3 rate cuts in 2026," which deviates significantly from derivatives market pricing, with the market currently seeing the probability of this scenario as close to 0%. Such predictions could trigger retail panic while also contradicting the Trump administration's previous stance in favor of rate cuts. As a major U.S. bank, issuing such "junk predictions" and disseminating them to retail investors is a harmful practice.
Masayoshi Son, founder of SoftBank Group, stated at the annual general meeting of SoftBank's Japanese telecom business unit on June 23 that building data centers in space holds almost no practical value, and the outcome of future AI competition will still be determined by computing infrastructure on land. Responding to a shareholder's question about whether SoftBank would follow Musk's lead in constructing space data centers, Son explicitly opposed the idea. He pointed out that while space data centers are believed to reduce electricity costs, power expenses account for only a small fraction of a data center's operating costs compared to core hardware like chips. Conversely, deploying data centers in space would also entail high rocket transportation costs, maintenance difficulties, and communication latency issues.Son emphasized that in the AI industry competition, development in the coming years is far more crucial than visions for a decade later. SoftBank will focus on building robust data center infrastructure on land and adhere to a "first-mover advantage" strategy.Additionally, SoftBank's Japanese telecom business unit is planning to enter the U.S. market for a new type of cloud computing tailored for AI (Neocloud).
CoinUp has responded to the topic of "CPX price volatility and related personnel identity," stating that Zhu Pan is not a member of the CoinUp platform and has not participated in the platform's core operational management. His identity is merely the project party for a project listed on the CoinUp platform.Regarding the recent sharp short-term fluctuations in the CPX/USDT trading pair, CoinUp stated that its preliminary judgment indicates it was mainly caused by concentrated selling pressure in the market. The platform is further investigating and verifying the specific reasons.CoinUp also emphasized that the platform has not suffered any hacker attacks, data breaches, or exploitation of system vulnerabilities. The wallet system, account system, and asset custody services are all currently in a secure and controllable state.
Odaily Seer Prophecy Channel monitoring shows that the Polymarket "Arcium FDV Above $300M One Day After Launch" probability has risen to 93%, up 58% in 24 hours.According to the rules, if the fully diluted valuation of Arcium's officially issued token exceeds the target value at 4:00 PM Eastern Time on the day after its launch, the event will be settled as "Yes"; otherwise, it will be settled as "No."FDV is calculated as the total token supply multiplied by the token price. Only tokens officially issued by Arcium that are publicly tradable are valid. Stablecoins, Meme coins, liquid staking tokens (LSTs), and synthetic assets are excluded from the calculation. If Arcium has not issued a token by 23:59 Eastern Time on December 31, 2027, the event will be settled as "No."Previous news: Binance Futures will list the ARXUSDT perpetual contract.Odaily Seer Prophecy Channel continues to monitor the prediction market, spotting changes before prices are set.
Odaily Taiko officially posted on X, stating: "We have identified the root cause of the attack and are currently developing a fix patch to restore the blockchain's online operation as soon as possible. Meanwhile, we are working closely with major exchanges and security partners to track and freeze the hacker's assets. The remaining funds in the cross-chain bridge are currently safe, and we will announce the next steps in an upcoming update. To focus on fixing the vulnerability and protecting user assets, we will pause updates for a few hours."Previously, Taiko's cross-chain bridge was attacked, with potential losses reaching up to $1.7 million.
Odaily News David Hoffman, the founder of Bankless who previously liquidated all his ETH, posted on X regarding the newly established Ethlabs, stating: "The Ethereum Foundation (EF) deliberately left a power vacuum, allowing new organizational structures to step up and influence the direction of Ethereum's development.""I believe the direction Ethlabs is leading represents the brightest future for Ethereum. I am pleased to and will continue to support them on their journey ahead."Previously, David Hoffman publicly stated in late May that he had fully exited his ETH positions. Last night, several former Ethereum Foundation researchers announced the establishment of the non-profit organization Ethlabs, aiming to drive Ethereum into its next phase of growth. Bitmine, SharpLink, and Joe Lubin have all expressed their support.
according to an official announcement, Binance Futures will launch the ARXUSDT perpetual contract at 04:45 (UTC) on June 23, 2026, supporting up to 20x leverage. The contract uses USDT as the settlement asset, with a minimum price change of 0.0001, a minimum trading volume of 1 ARX, a minimum notional value of 5 USDT, a funding rate cap of ±2.00%, and settlement every four hours. The contract supports a multi-asset mode, and the copy trading feature will be enabled within 24 hours after launch.
“White-Haired Stock God” Serenity stated on X platform that he believes the "photonics theme + continuous-wave (CW) laser bottleneck" is one of the most important investment directions in the current AI infrastructure field.Serenity pointed out that the market seems to have overlooked Lumentum's (LITE) market cap growth from about $30 billion in 2024 to over $65 billion, with the core reason being the EML laser supply bottleneck driven by NVIDIA and changes in the optical network architecture.He believes the market is currently experiencing a similar logic, where continuous-wave lasers, 1.6T optical modules, and CPO (Co-Packaged Optics) architecture have become the focus of a new round of industrial upgrades. As NVIDIA continues to sign long-term supply agreements, AMD and other cloud service providers are competing for supply chain resources for continuous-wave lasers and optical components.Serenity cited Goldman Sachs research, stating that the total addressable market (TAM) for the optical communications market could grow to $154 billion by 2028, while the CPO market size is expected to surge from nearly zero to $91 billion within the next two and a half years.He stated that companies including Applied Optoelectronics (AAOI), SIVE, and other continuous-wave laser-related enterprises all hold strategic value, and believes the market may once again replicate the investment opportunities brought by the EML laser supply crunch. He is currently focusing on related assets in the continuous-wave laser supply chain, such as SOI, Tower Semiconductor (TSEM), and SIVE.
OpenAI announced an upgrade to its Daybreak network defense toolchain, officially launching the full version of the GPT-5.5-Cyber model tailored for cybersecurity defense scenarios.In the CyberGym benchmark test, which evaluates the ability of AI agents to reproduce known vulnerabilities, GPT-5.5-Cyber achieved a single-model score of 85.6%, surpassing GPT-5.5’s 81.8% and Anthropic Mythos 5’s 83.8%.OpenAI stated that as AI significantly enhances the efficiency of vulnerability discovery, the core bottleneck in cybersecurity is shifting from "finding vulnerabilities" to "automatically fixing them." To this end, the company has simultaneously upgraded the Codex Security plugin, enabling developers to automatically analyze vulnerabilities and generate fix patches within the Codex environment. Since the preview release in March this year, Codex Security has scanned over 30 million code commits and autonomously confirmed fixes for 500,000 security defects. The new version also supports CodeQL query integration and SARIF standard file export.Additionally, OpenAI has partnered with organizations such as Trail of Bits and HackerOne to launch the "Patch the Planet" open-source security project. This initiative provides ChatGPT Pro subscriptions and API credits to over 30 major open-source projects, including cURL and Go, with security expert teams manually verifying patch quality. Regarding the Daybreak partner program, security vendors such as Palo Alto Networks and Wiz have already integrated the relevant capabilities.
Odaily reports, according to the official announcement, Bitget has launched futures contracts for 10 underlying assets including KLAC (KLA Corporation), JPM (JPMorgan Chase), GEV (GE Vernova), GS (Goldman Sachs), and LIN (Linde plc), covering sectors such as semiconductor equipment, financial services, energy transition, and South Korea market ETFs. These contracts support up to 20x leverage. For more details, please refer to Bitget's official platform.
According to the official announcement, Bithumb will launch the CC/KRW trading pair.
According to the official announcement, Upbit will list ARX trading pairs against KRW, BTC, and USDT.
U.S. President Donald Trump signed Executive Order No. 14411 on June 22, updating the National Quantum Strategy to advance research, development, deployment, and commercialization of quantum computing, quantum sensing, quantum networking, and related manufacturing ecosystems. The order also mandates strengthening the quantum supply chain, cultivating talent, protecting technologies, and enhancing international coordination to sustain U.S. strategic leadership in quantum information science and technology and bolster related national security capabilities.
: Polymarket has been appointed as the exclusive predictive market partner for the German Football Bundesliga in the US market.Polymarket stated that official event prediction contracts related to the Bundesliga and its clubs are now live, allowing users to engage in prediction trading on related matches and events. (The Block)
According to an announcement by the U.S. Commodity Futures Trading Commission (CFTC), the CFTC has formally solicited public comments on two issues related to the energy derivatives market, including extending standard futures contract trading hours to 24/7 and launching perpetual contracts based on storable energy commodities such as crude oil.CFTC Chairman Michael S. Selig stated that this initiative aims to gather data-driven market feedback to better assess the impact of related innovations on the market, supporting innovation while safeguarding the market against manipulation and disruption.This request for comments primarily covers two aspects: first, extending standard futures contracts to round-the-clock trading while retaining a fixed maturity date mechanism; second, studying the feasibility of perpetual contracts involving physically delivered energy commodities. Comments must be submitted within 30 days following publication in the Federal Register.
According to an official announcement, 21Shares has launched options trading for its Hyperliquid ETF (THYP) on Nasdaq, supporting both monthly and weekly options.
加密货币支持的政治行动委员会在纽约、马里兰和犹他州初选中投入超 800 万美元支持候选人，部分民主党人呼吁拒绝此类外部资金。
Reflection AI, a startup building an open-source AI model network, has signed a data center cabinet lease agreement with SpaceX, with a contract scale of $6 billion. Reflection AI is valued at $25 billion. Following agreements with Anthropic and Google, SpaceX signed the contract with Reflection AI, effective from July 1 to the end of 2029, with an expected monthly revenue of $150 million. Both parties can terminate the contract with 90 days' notice after the initial three-month period. Reflection AI, backed by Nvidia, stated that additional computing resources will provide a foundation for building large-scale open-source models. SpaceX has also recently agreed to acquire AI coding company Cursor in a $60 billion all-stock swap transaction.
U.S. President Donald Trump said on social media on the 22nd that all parties are fully aware that Iran will agree to large-scale weapons inspections to ensure its long-term "nuclear integrity" in the future. Earlier that day, the first round of negotiations between the U.S. and Iranian delegations concluded in Bürgenstock, Switzerland. U.S. Vice President Vance stated at a press conference that significant progress has been made in the U.S.-Iran negotiations, laying a very good foundation for reaching a final agreement, and Iran has agreed to invite International Atomic Energy Agency (IAEA) inspectors back to Iran. On the 22nd, the Islamic Republic News Agency quoted Iranian Foreign Ministry Spokesperson Baghaei as saying that Iran's cooperation and interaction with the IAEA will continue under the current mechanism, adhering to relevant laws of the Iranian Parliament and decisions made by the Supreme National Security Council. (Jin Shi)
According to Odaily, on the 22nd local time, Iran's negotiation delegation head and Parliament Speaker Mohammad Bagher Ghalibaf stated that the management of the Strait of Hormuz will never return to its pre-war state. Under the premise of complying with international law, the Strait of Hormuz will be managed by Iran in accordance with the mechanism formulated by Iran. Ghalibaf said that some issues may arise in the Strait of Hormuz, so Iran and the United States have agreed to establish a coordination center and open a hotline to more quickly resolve emerging issues within a 30-day period. Ghalibaf noted that this hotline is not intended for approving passage permits, which still follow their established procedures. The hotline is only for handling issues or emergencies related to vessels. (Jinshi)