News linked to both this project and an event.
“White-Haired Stock Guru” Serenity posted on X platform, reviewing his bullish stance on SIVE. The company's initial share price was only about 4 Swedish Krona (SEK), and now it has accumulated a surge of 1,900% in roughly three months. His bullish judgment has attracted several U.S. institutions, including JPMorgan and Fidelity, to enter the market and gradually start building positions. Serenity also stated that SIVE is “the second most important investment judgment” in his history, second only to his previous bullish stance on AXTI.
sources familiar with the matter have revealed that Goldman Sachs and JPMorgan are exploring trading methods based on the cost of computing power, including futures contracts linked to GPU rental prices. As one of the scarcest resources amid the AI boom, related futures for GPUs are expected to be listed on exchanges later this year.Industry insiders stated that this move reflects how the influx of hundreds of billions of dollars into data centers and the chip sector is reshaping the financial market landscape. For banks financing the construction of AI infrastructure, such innovative instruments could become a new means of risk management. (The Information)
“New Stock God” Serenity posted on X, stating that JPMorgan’s disclosure of acquiring over 5.25% of $SIVE shares carries far greater market significance than the public anticipated. For U.S. institutions, $135 million is merely a small amount—they have ample capacity to acquire up to 25% of the shares; the main constraint lies in the limited number of freely tradable shares available to retail investors. Nevertheless, JPMorgan’s buying signal is expected to trigger follow-on purchases by other major institutions, creating a chain reaction. Since $SIVE’s freely tradable shares are heavily shorted by Swedish hedge funds and various algorithmic funds, the entry of large U.S. institutions into positions will trigger market short-covering activity. Serenity added that this also validates their strategy: first providing investment ideas to retail investors, then letting institutions follow—thereby capturing opportunities in the next CPO super-cycle.
According to The Block, JPMorgan analysts noted in their latest report that tokenized money market funds currently account for only about 5% of the stablecoin market size and are expected to continue growing—but unless there is a significant shift in the regulatory environment, they are unlikely to surpass a market share ceiling of 10%–15%. The analysts believe stablecoins remain the preferred cash instrument in the crypto ecosystem due to their widespread use in trading, settlement, cross-border payments, and liquidity management. In contrast, tokenized money market funds—classified as securities—are subject to structural regulatory disadvantages, including requirements for registration, disclosure, and transfer restrictions, making them difficult to circulate freely within on-chain ecosystems. Although the U.S. SEC has introduced streamlined processes for issuing on-chain money market funds, JPMorgan analysts view this as only a “marginal improvement,” insufficient to fundamentally alter the market dynamics between these two asset classes.
JPMorgan analysts indicate that despite the overall recovery of the crypto market following the Iran conflict, Ethereum and other altcoins continue to underperform Bitcoin. This trend, which has persisted since 2023, may be difficult to reverse in the short term unless there is a significant improvement in network activity, DeFi, and real-world applications.The report points out that, based on spot ETF flows and institutional futures positions, Bitcoin has shown stronger recovery momentum than Ethereum. Spot Bitcoin ETFs have recovered approximately two-thirds of their previous outflows, while spot Ethereum ETFs have only recovered about one-third.Meanwhile, CME futures data shows that institutional investors have been more active in rebuilding their Bitcoin exposure, with Bitcoin futures positions nearly fully recovered. In contrast, Ethereum futures positions remain below previous levels. JPMorgan believes that without stronger on-chain fundamentals and real-world application support, ETH and altcoins are likely to continue underperforming relative to Bitcoin.
Strategy (formerly MicroStrategy), led by Michael Saylor, has been accelerating its Bitcoin acquisitions this year. JPMorgan analysts stated that if the current pace continues, the company's total Bitcoin purchases for the year could reach approximately $30 billion. So far this year, Strategy has added 145,834 Bitcoin to its holdings, valued at around $11 billion. Analysis indicates that a significant portion of the company's purchases occurred when Bitcoin was below its average cost of roughly $75,000, reflecting a more "opportunistic" allocation strategy.At the current rate, Strategy's total Bitcoin purchases in 2026 could significantly exceed the approximately $22 billion levels seen in 2024 and 2025. Analysts noted that the company has re-accelerated its buying since April, suggesting its strategy is becoming more dependent on market conditions and financing availability. Meanwhile, Strategy's stock continues to trade at a premium of approximately 26% to its net asset value (NAV), providing favorable conditions for the company to continue purchasing Bitcoin through equity and debt financing. The company currently holds approximately 818,334 BTC, with a total value exceeding $65 billion. (The Block)
According to The Block, JPMorgan analysts noted in their latest report that ongoing DeFi security vulnerabilities and stagnant growth in total value locked (TVL) continue to constrain institutional enthusiasm for the DeFi sector. Recently, Kelp DAO’s cross-chain bridge suffered a major attack, during which the attacker minted $292 million worth of uncollateralized rsETH tokens and borrowed real ETH on Aave, resulting in approximately $230 million in bad debt. This caused DeFi TVL to evaporate by roughly $20 billion within several days. LayerZero and blockchain security researchers have attributed this attack to the North Korean hacker group Lazarus Group; some of the stolen funds have been frozen, while the rest remain in circulation. Analysts also pointed out that DeFi TVL denominated in ETH has remained range-bound for an extended period, raising market concerns about whether DeFi can achieve organic growth sufficient to support institutional adoption. Furthermore, following each security incident, users tend to shift funds into USDT as a safe-haven asset—yet this trend has not yet significantly driven USDT’s market capitalization growth.