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Marketing/Whale

News linked to both this project and an event.

QCP:美伊冲突致霍尔木兹海峡受阻、CPI 预期破 4.2%

据 QCP Capital 于 6 月 10 日发布的市场报告,当前跨资产抛售由多重因素共振驱动:一是地缘政治层面,美伊军事冲突升级、霍尔木兹海峡通行前景不明,市场同步定价军事风险与能源中断风险;二是宏观层面,上周强于预期的非农数据重燃通胀担忧,市场对美联储 2026 年加息概率的预期明显上升,当日发布的 CPI 数据(市场预期 headline 通胀高于 4.2%)成为最大宏观变量,若再度超预期将进一步强化鹰派路径;三是 AI 交易层面,Oracle 财报面临高预期与低容错的双重压力,Broadcom 上周的市场反应已发出警示,任何前瞻指引或利润率的失望均可能拖累股市。加密市场与上述风险情绪高度联动,在 CPI 与 Oracle 财报落地前,市场料将维持脆弱、对消息面高度敏感的状态。

Whale Evaded BTC and ETH Short Liquidations, Profited $1.77 Million, Then Increased Long Positions in Microsoft and Oracle

On-chain data shows that the whale Evaded made over $1.77 million in profits after closing short positions on Bitcoin and Ethereum, then shifted the funds to long positions in tech stocks.

UAE Investors Buck the Trend, Increasing AI and Crypto Holdings Amid Gulf Tech Ambitions Undergoing Conflict Stress Tests

According to CoinTelegraph, eToro’s latest data shows that during the sharp decline in AI and tech stocks in Q1 2026, investors in the United Arab Emirates (UAE) bucked the trend by increasing their positions—particularly in AI infrastructure and software stocks such as ServiceNow (+125%), Super Micro Computer (+65%), Adobe (+54%), and Oracle (+38%). Regarding crypto-related equities, Strategy Inc. remained the eighth-largest holding, reflecting investors’ continued exposure to crypto assets. Deutsche Bank’s report dated April 13 noted that this conflict is more likely to strengthen—not weaken—Gulf-region demand for AI, cybersecurity, and sovereign digital infrastructure.