News linked to this event type.
Recently, a new dispute has erupted between two well-known research institutions, Citrini and SemiAnalysis. Citrini researcher Zephyr cited relevant sources, stating, "The performance of the Rubin Ultra HBM has actually degraded to the 12 Hi level, and they haven't even started using HB technology yet.In 2027, they won't be using 16 Hi chips. Currently, hybrid bonding technology is very expensive for HBM due to its extremely low yield rates.BESI's biggest short-term advantage lies in TSMC's adoption of hybrid bonding technology in its chip manufacturing and packaging processes. This enables the integration of EIC and PIC, thereby improving CPO production efficiency." In response, Citrini researcher Jukan commented with a related tweet, saying, "I told you this back in April."Regarding this matter, SemiAnalysis founder Dylan Patel shared a screenshot from Discord and stated: "As early as March, clients using the SemiAnalysis Memory and Accelerator models were already informed that the Rubin Ultra 16 Hi would be replaced by the 12 Hi version."Previously, Citrini researcher Jukan had cited sources claiming "Nvidia plans to significantly cut the memory configuration of its new generation rack systems," which led to a sharp collective decline in the US and Korean stock memory sectors at the time. SemiAnalysis founder Dylan Patel clarified that the report was taken out of context and was overly sensationalized with its headline.
Odaily Seer Prophet Channel monitoring shows that the Polymarket “GPT-5.6 will not be publicly available before June 28” probability has risen to 78%, up 67% in 24 hours.OpenAI Chief Scientist Jakub Pachocki described GPT-5.6 as a significant upgrade over GPT-5.5 in an internal memo on June 11. Analysts suggest that previous leaked information related to the Codex backend in May, along with the relatively fast iteration pace following the release of GPT-5.5 on April 23, have strengthened market expectations for the imminent launch of GPT-5.6.The rules stipulate that GPT-5.6 includes both models explicitly named GPT-5.6 and models identified by OpenAI as direct successors to GPT-5.5 (such as GPT-5.7, GPT-5.8, etc.). Task-specific models, cost-optimized versions like Nano/Mini, and o-series reasoning models are not within the scope of this event. Next-generation flagship models such as GPT-6 are also ineligible. Eligible models must be officially opened for public use, including open beta or open waitlist forms. Versions limited to closed beta or private access do not meet the settlement criteria.This event will primarily rely on OpenAI’s official announcements and website information as the main basis for settlement, supplemented by verification from credible media reports.Odaily Seer Prophet Channel continues to monitor the prediction market, seeing changes before prices are set.
Regarding the MSUSD de-pegging issue, Mainstreet posted a response on X, stating that market concerns have arisen around the Morpho market, proof-of-reserves, and liquidity. However, MSUSD remains fully asset-backed, and the issues at hand do not involve asset losses or insolvency. Mainstreet explained that, due to the discontinuation of the proof-of-reserves service, the oracle supporting the Morpho market is expected to pause within the next 24 hours. This development has triggered market concerns and accelerated position exits by leveraged loop-lending users, causing borrowing rates to rise significantly. From a net asset value (NAV) perspective, its core investment portfolio remains highly certain; however, trading fees, widened bid-ask spreads, market-maker discounts, and liquidity discounts—varying by maturity and position size—are present. Mainstreet added that it is currently implementing several measures: rapidly integrating a new proof-of-reserves service to restore independent verification; redeploying liquidity into the minter/Morpho ecosystem; and, if necessary, stepping in as the ultimate liquidity provider and liquidator to prevent disorderly market fluctuations. Its primary current objective is to safeguard NAV and maximize protocol liquidity. Should borrowing rates continue rising and trigger liquidations, Mainstreet stands ready to intervene as the “ultimate liquidator” to mitigate bad-debt risk. However, as it is currently the weekend, market liquidity is limited, and market-maker quotes are weaker than during regular trading hours—temporarily slowing asset exit velocity. Further clarity is expected over the coming days.
According to South Korea's National Assembly Act, the petition to abolish "virtual asset (cryptocurrency) taxation" has garnered 58,571 approvals. Thirty days after being referred to the relevant committee, the petition will be submitted for deliberation at the committee's first meeting.Under South Korea's current Income Tax Act, starting from January 1, 2027, income from the transfer or lending of virtual assets will be classified as other income and subject to income tax. Virtual asset gains exceeding 2.5 million Korean won (approximately $1,800) will be taxed at a comprehensive rate of 22%, which includes a 20% other income tax and a 2% local income tax. (Edaily)
U.S. Vice President JD Vance stated in an interview with "CEO Diary" that Trump supports the establishment of a U.S. sovereign wealth fund to hold equity in frontier AI companies. Vance believes that large AI companies should not be allowed to develop into unconstrained monopolies and advocates for mechanisms of state ownership and labor participation, allowing ordinary workers to directly share in the economic dividends brought by AI.In response, Musk publicly replied on X platform, stating that a better solution than the government holding corporate equity is for the Treasury to directly distribute money to the people. Musk said that as AI and robots drive growth, the supply of goods and services will outpace the growth of the money supply, so direct cash payments will not cause inflation. The real challenge in the future will be dealing with "major deflation."The divergence between the two primarily lies in the approach to wealth distribution. Vance favors national participation in production-side revenue distribution, while Musk advocates for directly subsidizing the public on the consumption side, opposing government intervention in corporate ownership structures.
prediction market platform Polymarket has been accused of promoting its products on social media by paying creators to post videos featuring simulated trading and fake profits.According to the report, the creators used simulation sites that closely resemble Polymarket's actual website to produce trading videos. Some of the content showcased high returns that did not actually occur, and certain videos required approval from Polymarket before posting. Polymarket managed these influencer campaigns through the marketing firm Virality. Despite its services being restricted for US users, the promotional activities still appear to have been targeted at an American audience.Furthermore, the Wall Street Journal reported that Polymarket had a multi-million dollar promotional partnership with influencer Adin Ross to drive user engagement on the platform. Polymarket has not yet issued a public response to these allegations. (Wall Street Journal)
According to The Wall Street Journal, prediction market platform Polymarket is accused of hiring paid content creators to post a large number of deceptive “profit showcase” videos on social media—where all claimed earnings are fabricated. An investigation revealed that in one video, a college student claimed to have won $100,000 on Polymarket by betting on “Trump publicly mentioning McDonald’s,” but the reported profit was not real.
Jaredfromsubway.eth, a well-known MEV bot long active on the Ethereum network, has been attacked by hackers exploiting a vulnerability in its automated execution system, resulting in losses exceeding $7.5 million.Security firm Blockaid stated that the incident was not a traditional phishing attack or smart contract vulnerability, but rather an "anti-MEV honeypot attack" specifically targeting the decision-making logic of the MEV bot. Over several weeks, the attacker deployed 66 fake token contracts and false liquidity pools, masquerading as assets such as WETH, USDC, and USDT, luring the bot into executing seemingly profitable trades and authorizing auxiliary contracts controlled by the attacker.Ultimately, in a single transaction, the attacker invoked all backdoor permissions to transfer the ETH, USDC, and USDT held by the bot's address. Data shows that between November 2024 and October 2025, the Ethereum network experienced approximately 60,000 to 90,000 sandwich attacks per month, with about 70% of them linked to Jaredfromsubway.eth. (Cointelegraph)
the Galaxy Research Head posted on platform X, stating that tokenized stocks have garnered widespread attention. Apart from Operate, tokenized stocks are broadly categorized into two types: issuer-supported, such as GLXY; and third-party supported, such as Ondo, xStocks, etc. Coinbase has announced its own version but has not yet detailed how it will operate.
: Cross-chain protocol Axelar Network has issued a statement regarding the recent security incident related to Secret Network, clarifying that there is a misunderstanding within the community. Neither Axelar nor the Inter-Blockchain Communication Protocol (IBC) was attacked or compromised. The affected token smart contract was not developed, deployed, or maintained by Axelar. Furthermore, Axelar's firewall mechanism prevented the impact from spreading to other chains.It is reported that the exploited contract was a fork based on the CW20-ICS20 implementation, but the developers removed two core security checks, leading to an "infinite mint" vulnerability. By deleting the verification mechanisms originally designed to prevent such issues, this fork altered the contract's original trust model and was not subjected to a new security audit.Axelar Network explained that anyone can deploy contracts via IBC for wrapping cross-chain assets, and similar contracts are used to wrap tokens from other chains onto Secret Network. However, the specific fork on the Secret side in this incident contained a vulnerability due to the removal of critical security checks. This incident was not caused by an inherent logic flaw or an issue with the IBC protocol itself, but rather a security risk introduced by modifications made to the third-party contract.
PancakeSwap has issued a notice regarding abnormal activity in the BNB Chain OLPC/LABUBU liquidity pool, stating that the team has acknowledged community reports and initiated a preliminary investigation.PancakeSwap indicated that initial findings confirm no issues at the smart contract level, and the relevant incident is still under further review. The team will continue to monitor the situation and provide updates as more information becomes available.The platform reminds users to rely on information released through PancakeSwap's official channels and to be cautious of unverified rumors.
According to CoinDesk, STRC—Strategy’s dividend-paying preferred stock—recently fell below its $100 par value, sparking market discussion about the company’s capital structure and solvency. Key timeline events are reviewed below: May 14: STRC closed at $100 on the ex-dividend date; Bitcoin’s price remained above $80,000, yet market stress was already evident. Concurrently, Strive Asset Management announced its competing product, SATA, would adopt a daily dividend mechanism, raising its yield to 13%, further intensifying competitive pressure on STRC. May 15: Strategy announced it would repurchase $1.5 billion of its 2029 convertible bonds at an ~8% discount. The market subsequently noted that the company used its U.S. dollar cash reserves—previously earmarked for dividend and debt servicing—to execute this transaction. May 26: Strategy confirmed its cash reserves were deployed in the bond repurchase, reducing its cash balance to approximately $871 million—enough to cover only about six months of STRC dividend payments, down from its prior target of maintaining roughly 24 months of coverage. June 1: Strategy sold 32 BTC—the first Bitcoin sale since 2022—to demonstrate its ability to support dividend payments via asset sales. Following the announcement, MSTR’s stock price dropped 5.9%.
NFT project Pudgy Penguins has announced an expansion of its physical retail footprint, with its trading card game Vibes Series 3 now available for sale across all channels of U.S. retail giant Target. Following the launch of Vibes Series 3, the total circulation of Pudgy Penguins trading cards has reached 15 million. The new series introduces new gameplay mechanics, original artistic designs, and incorporates character elements from Moonbirds.
Odaily, "White-Haired Stock Guru" Serenity posted on X, reviewing his past experiences where his investment views faced skepticism. He stated that many original investment ideas initially face strong opposition, but ultimately the market becomes the standard for judging right and wrong. He has faced significant criticism for being bullish on several companies, for example:$AXTI: Early on, it was questioned as a "scam company," and related discussions even led to a ban from Reddit's WSB forum. However, it later received coverage from Reuters, and the performance of the Indium Phosphide (InP) substrate industry company, along with institutional investor validation, confirmed its logic.$RPI: Initially labeled a "meme stock" by the market, analysts believed it lacked fundamentals. However, earnings reports showed the company's future revenue growth expectation reached 58%, and it was subsequently re-evaluated as a high-growth AI hardware company.$SIVE: Once considered a "meme stock" by numerous investors, it later gained institutional buying support, including attention from Fidelity Research, JPMorgan Chase, and others, and announced partnerships with companies like Jabil and GlobalFoundries.Serenity stated, "The market will ultimately decide what is right or wrong, not the angry comments or posts on X (formerly Twitter)." He added that as each investment thesis gets validated one by one, the eventual market performance overshadows the early noise. He also listed several other cases that were initially doubted but later gained market recognition, including:$AAOI: Near $30, management was questioned as "untrustworthy";$LITE: At $300, the photonics industry was considered to be in a bubble;$RKLB: At $20, it was dismissed as just a low-revenue launch company;$HOOD: At $20, it faced negative sentiment due to the GameStop trading restriction incident;$IQE: Considered just a small UK company lacking partnerships in the photonics field;$SOI: Analysts at a European bank considered its valuation too high;$NBIS: Questioned for having no competitive moat;$INTC: The market thought it couldn't compete with TSMC;$MRVL: The market feared its ASIC market share would be taken by Broadcom;$AEHR: The market misinterpreted its earnings report, thinking the company lacked revenue;$EWY: The market believed the South Korean semiconductor cycle was in a bubble.
Odaily news, Michael Saylor posted on X platform to review Strategy's Bitcoin strategy journey, stating that when he gave the relevant speech in October 2022, the price of Bitcoin was about $20,000, Strategy held 130,000 BTC at the time, valued at approximately $2.6 billion, and the stock MSTR (adjusted for stock split) was priced at around $24.Michael Saylor stated that weeks later, Bitcoin fell below $16,000, and the company's debt once exceeded the total value of its BTC and cash reserves by about $300 million. The MSTR stock price also dropped to around $13 by the end of 2022. Strategy then persisted in executing its Bitcoin strategy, strengthened company operations, and continued to raise funds to invest in BTC. Since 2022, the company has raised over $60 billion in new capital, which was used to purchase Bitcoin, adding more than 716,000 BTC to its holdings.Michael Saylor said that currently, the value of BTC and dollar reserves held by Strategy exceeds the company's debt by approximately $48 billion. He thanked the investors who have long supported the company and stated that the company will continue to adhere to its long-termist strategy in the future.
the AI boom has led to a surge in electricity demand from data centers across the United States, causing electricity prices to continue rising in many areas and prompting power outage warnings in some regions. To alleviate the power supply dilemma, the U.S. Federal Energy Regulatory Commission on the 18th required regional grid operators to consider new agreements to expedite the grid connection process for large electricity consumers like data centers. The commission also stated that it will no longer proactively consider environmental impacts under the U.S. National Environmental Policy Act when formulating rules going forward.According to data from the Data Center Map website, there are currently over 4,000 operational data centers in the U.S., with a vast number more in the planning or construction phase. However, the pace of data center construction far outstrips the speed at which new power plants can be brought online, compounded by slow grid interconnection timelines. As a result, major tech giants across the country are scrambling to secure electricity quotas for their facilities. Statistics from the Electric Power Research Institute indicate that data centers currently consume about 5% of total U.S. electricity demand, a share that could rise to approximately 20% by 2035. (CCTV Finance)
Bitcoin mining company Bitdeer released its latest weekly BTC report. As of June 19, 2026, its self-held BTC balance stood at 0 BTC (excluding customer deposits); this week’s BTC production was 218.1 BTC, all of which was sold, resulting in a net addition of 0 BTC.
“White-Haired Stock God” Serenity released his personal investment observations, focusing on valuation and shareholding structure analyses of several technology and semiconductor-related companies. He particularly emphasized net asset value (NAV) discounts and growth momentum. His key views include: 1. Wistron is considered one of his top-conviction holdings. Its current market capitalization stands at approximately USD 16.2 billion; Q1 revenue surged 144% year-on-year. It holds ~35.46% of Wiwynn, with the implied value of this stake amounting to ~0.66x Wistron’s market cap. 2. Wiwynn is viewed as having strong continued growth potential and is among his core monitored assets. 3. Priortech holds ~21% of Camtek; the implied value of this stake is ~1.35x Priortech’s own market cap—indicating a quasi-controlling ownership structure. 4. GlobalWafers exhibits a significant NAV discount (~USD 3.5 billion market cap vs. ~USD 7.9 billion in underlying stake value). 5. Korean-listed companies Iljin Holdings and Simmtech Holdings also show notable NAV discounts; however, Serenity remains cautious regarding corporate governance quality and valuation realization capability in Korean firms. Serenity noted that his analysis remains in the research phase, with no final investment conclusions yet drawn. Nevertheless, he leans toward increasing position concentration in these names further on Monday, underscoring that certain companies possess standalone growth capacity and meaningful NAV re-rating potential.
mySwap, an automated market maker in the Starknet ecosystem, has issued a security alert stating that its concentrated liquidity protocol was exploited today, nearly draining all remaining liquidity from the protocol. As its frontend interface has not accepted new liquidity deposits for over six months, the affected funds primarily consist of residual liquidity scattered across more than 100,000 LP positions. After completing the theft, the attacker transferred the stolen funds across chains and obfuscated the transaction trail using the privacy protocol Railgun to conceal the asset flow. An investigation into the vulnerability details is ongoing, and potential remediation measures are being assessed.
Nasdaq-listed Bitcoin mining company Bitdeer has released its latest Bitcoin holdings data. For the week ending June 19, its Bitcoin mining output was 218.1 BTC, but it simultaneously sold 218.1 BTC, resulting in a net increase of 0 BTC. The company continues to maintain zero Bitcoin holdings.