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EY Survey: Over 70% of U.S. Entrepreneurs Have Integrated AI, Generally Require Clear Return on Investment
According to Forbes, consulting firm EY conducted a survey of 500 U.S. business owners with annual revenues exceeding $5 million. The results show that over 75% of respondents have integrated AI into business processes at least partially, with 10% having achieved full implementation. Entrepreneurs' expectations for AI center on three major areas: driving revenue growth through sales and marketing (57%), reducing operating costs (55%), and improving customer experience (49%). However, due to the difficulty in quantifying the actual benefits of AI, over one-third of respondents reduced technology spending, including AI, in the past year, generally exhibiting a prudent attitude of "seeing returns first, then increasing investment." In terms of talent and organization, 88% of respondents expect employee headcount to expand within the next 12 months, 42% are redesigning job responsibilities to integrate human-machine collaboration capabilities, but 46% of respondents also point out that insufficient talent and professional expertise are the main obstacles to implementing AI at scale.
US stock calling king Serenity announced for the first time its position in European stock XFAB, with an opening gain of approximately 10%
US stock calling king Serenity posted on X platform that it has completed building a position in European stock XFAB at a market cap of $1.28 billion. This is the first time Serenity has mentioned this stock on X. XFAB rose by 10% after opening on Euronext Paris today (opening at 15:00 Beijing time), rising from €8.88 to €9.88.X-FAB Silicon Foundries SE (XFAB) is a specialty wafer foundry focused on analog and mixed-signal semiconductor technologies. Serenity stated that the EU's "CHIPS Act 2" will act as a catalyst for European photonics companies, and XFAB is likely to be included and receive government funding.Additionally, XFAB is the only high-volume silicon carbide wafer foundry in the United States and is also a key manufacturer of Micro-Electro-Mechanical Systems (MEMS). Currently, XFAB's price-to-book ratio is approximately 1.29x, and Serenity believes its expected price-to-earnings ratio will reach 6.5 to 8.5 in 2028.It is reported that Serenity is currently the most followed and influential stock analyst in the AI/semiconductor sector on the X platform. Joining X in July 2025, Serenity now has over 400,000 followers and over 37,000 account subscriptions. Over the past year, many small-cap stocks it has called have risen by over 100%, and its personal return rate so far this year has exceeded 3,840%.To learn more about Serenity’s investment strategies and background, please read "US Stock Calling King Serenity: Building Positions at Low Valuations Ahead of Institutions, Annual Return of 3,840%".
Polymarket’s Return to the U.S. Stalls: Operations Lag, CEO Accused of “Nominal Management”
According to The Information, Polymarket—four years after exiting the U.S. market—is attempting to re-enter the domestic market by acquiring a U.S.-licensed derivatives and futures exchange, thereby rejoining the regulated framework, and has appointed Justin Hertzberg to lead its U.S. operations. However, recent developments indicate that Polymarket’s U.S. business progress has fallen short of expectations, with its market share significantly trailing that of its main competitor, Kalshi. Reportedly, within the company, Justin Hertzberg assumes more of a “figurehead CEO” role, primarily responsible for signing regulatory documents, while his capacity to manage and scale U.S. operations remains limited. Overall, Polymarket’s re-entry into the U.S. market continues to face dual challenges—both regulatory and operational.
Crypto Whale Sues Coinbase for Refusing to Return $55 Million in Stolen Funds
According to Decrypt, an anonymous cryptocurrency whale filed a lawsuit against Coinbase this week in the U.S. District Court for the Northern District of California, accusing the exchange of refusing to return over $55 million worth of DAI stablecoins stolen in a phishing attack in 2024. The plaintiff claims to have engaged multiple on-chain investigation firms to trace the funds, ultimately identifying that the stolen assets flowed into a Coinbase account. Coinbase confirmed in December 2024 that it had frozen the relevant assets but refused to return them, citing the need for a court order. As of today—more than a year and a half after the incident—the victim has still not recovered the assets and has therefore turned to litigation. The attack was carried out by hackers using the “Inferno Drainer” tool to spoof the DeFi Saver login page; after the victim inadvertently interacted with the fake page, their wallet was fully compromised by the attackers.
Forbes: BTC Expectations for Return to $80,000 Rise as SEC Chair's Comments at Bitcoin 2026 Conference Draw Attention
: US Securities and Exchange Commission (SEC) Chairman Paul Atkins recently reiterated the push for "Project Crypto" and announced plans to jointly develop a digital asset classification framework with the Commodity Futures Trading Commission (CFTC). This framework will clarify when a token is deemed a security, while also introducing an "innovation exemption" to support the on-chain trading of tokenized securities.The market believes that the series of initiatives pushed by Paul Atkins represent one of the most aggressive shifts in crypto regulation in SEC history, marking a formal abandonment of the old “regulation by enforcement” model in favor of clear rule-making. This move could release a stronger entry signal for institutional capital that has been on the sidelines, potentially driving Bitcoin's price back above $80,000. Currently, Bitcoin is trading at approximately $77,586. The market is now focused on Atkins's further statements at the Bitcoin 2026 conference in late April. (Forbes)
Country Garden Forced to Liquidate CXMT Stake at Cost, Missing Over 23-Fold Investment Return
According to crypto KOL AB Kuai.Dong (@_FORAB), in September 2021, Country Garden injected 2 billion yuan into CXMT at 2.22 yuan per share, acquiring 901 million shares. At the end of 2024, due to being deeply mired in the real estate liquidity crisis, Country Garden was forced to liquidate all its CXMT equity at the original price, with Hefei state-owned capital taking over. If held to date, the return on this investment would be as high as 23 times. Hefei state-owned capital continues to bet on CXMT, currently holding 36.79%, with book returns exceeding 1 trillion yuan.
Market Slows While BlackBerry Surges; One Trader Records 70% Return
According to Hyperinsight monitoring, against the backdrop of elevated PCE inflation and broad-based pullbacks in tech stocks, BlackBerry (BB) reported Q1 revenue up 26% year-on-year—exceeding guidance—and raised its full-year outlook, standing out as a rare outperformer. The BB perpetual contract on the Hyperliquid platform surged 12.6% over the past 24 hours, currently trading at $10.28.
SK Hynix Plans $66.4 Billion Shareholder Return Program After ADR Listing
: Citrini analyst jukan posted on platform X, stating that according to South Korean media reports, SK Hynix is expected to announce a massive shareholder return program valued at approximately $66.4 billion following its ADR listing. To alleviate concerns over dilution and potential opposition from existing shareholders, the company has reportedly reduced the ADR issuance size from 2.4% of outstanding shares to slightly above the 2% range. SK Hynix is expected to raise approximately 40 trillion Korean won, or about $26.5 billion, through the issuance of new shares in the ADR offering.
Analyst: Bitcoin Bounce Fails to Alter Bearish Structure, A Return Above $80,000 Needed for Trend Reversal
Despite Bitcoin bouncing after falling below $60,000, several market analysts believe this is more likely a technical correction following an oversold condition rather than the start of a new bull market.Analysts at HEX Trust stated that the market has entered an oversold territory. If US inflation data cools and the outflow from spot Bitcoin ETFs slows down, Bitcoin could see further upside. However, a true trend reversal depends on the market’s ability to firmly reclaim the $79,000 to $80,000 range. Until then, any upward movement should be viewed as a corrective rally within a bear market.Alex Kuptsikevich, Chief Analyst at FxPro, is relatively more optimistic. He believes that if Bitcoin can rebound to around $68,000, it could be considered a valid recovery from the downtrend observed between May 11 and June 5.Data shows that the net cumulative outflow from the 11 US spot Bitcoin ETFs over the past four weeks has exceeded $5 billion. On Monday alone, another $91 million flowed out. Analysts point out that ETF fund flows remain one of the key factors determining Bitcoin’s future trajectory.Additionally, the market is closely watching US inflation data scheduled for release on Wednesday. If the inflation figure comes in lower than expected, it could help ease market concerns about further interest rate hikes by the Federal Reserve, thereby providing support for risk assets like Bitcoin. The market currently expects the US inflation rate for May to remain above 4%, significantly higher than the Fed's long-term target of 2%. (CoinDesk)
Analysis: Bitcoin Weekly Chart Shows Rare Bullish Divergence, Price Could Return to $90,000
Bitcoin (BTC) has formed only the second "weekly bullish divergence" in its history on the weekly chart. This technical signal previously preceded a 715% surge in BTC following the FTX collapse. This divergence indicates that while prices are still falling, momentum indicators are starting to recover, suggesting selling pressure may be weakening. Analysis points out:1. BTC's weekly chart shows a rare bullish divergence, with a potential target around $90,000.2. The current price is holding near the 200-week moving average (approximately $62,000). Historically, this level has often served as the bottom area during bear markets (2015, 2018, 2020).3. The previous weekly divergence occurred after the FTX collapse in 2022, after which Bitcoin rallied from around $15,500 to $126,200, a gain of 715%.Technical analysis shows that BTC's weekly RSI has recovered from oversold territory to form a higher low, while the price continues to decline, constituting a bullish divergence signal. Analysts suggest that if BTC breaks through the $64,000-$65,000 range, it could first target $71,500-$73,000, and potentially reach the CME gap at $79,000. The area around the 50-week moving average, approximately $91,755, is seen as the next potential resistance level, while the region above $90,000 also represents long-term resistance.Despite the bullish signal, Bitcoin remains in a weekly bear flag downtrend. If it breaks below the descending channel, the price could fall back to around $50,000 in the short term, unless it reclaims the lower trendline to form support. Overall, BTC is at a critical technical juncture with both bullish and bearish factors at play. Investors need to monitor the dynamic interplay between support at the 200-week moving average and resistance at the 50-week moving average. (Cointelegraph)
WEEX Joker Card Season 3 Upgraded Return: Lucky Buff Enhanced, Rewards Amplified Again
WEEX Exchange has officially launched the third edition of its interactive trading card game, “Joker Cards.” Users can earn playing cards by completing tasks such as registering for the event, depositing funds, trading, or inviting friends. Playing cards earns points, and users share a USDT prize pool daily based on their point share. Compared to the first two editions, the third edition features enhanced Lucky Buffs and larger overall rewards. Drawing the “Lucky Card of the Day” unlocks additional rewards, including token airdrops, position airdrops, contract trial funds, and trading fee credits. Event period: June 1, 12:00 – June 10, 23:59:59 (UTC+8).
Citrini Comments on "AI Stock God Seeking New Funding Support": The Fund's Founding LPs Still Have a 130% Return Rate, Will Likely Buy the Dip, the Fund Will Secure Sufficient Capital and Unwind Hedges to Avoid Liquidation
: In response to recent reports that "AI stock god Leopold Aschenbrenner's Situational Awareness Fund is seeking new capital support," well-known investment research firm Citrini officially commented on X platform: "If you are an LP of Situational Awareness, you invested in the fund based on information from its offering memo, such as 'AI is the only thing that matters, and if you recognize this and wish to invest in a vehicle that expresses this view by going all-in long on the most leveraged expression of our most optimistic AI thesis in the stock market, then you invest.' Not just because you're bullish on AI, but because you believe Leopold is one of the few 'hundreds' / knows these 'hundreds' who will bring about the machine god by 2030. And then, over the next two years, this fund did exactly what it promised. And it went up. Probably over 20x, if I recall correctly.Again, in this scenario, you are the person who read 'Situational Awareness' (that paper) and said: 'Yes, I agree AI is more powerful than nuclear bombs and will turn the world upside down before the end of this decade. And I want to put my investment into the hedge fund version of that thesis.' Now those stocks have fallen, so the fund's assets have also fallen.Let me ask you—do these LPs look like the type of people who would turn bearish on AI just because SK Hynix dropped 50% in six weeks? The kind who likely view the level of tech optimism akin to 'I'm going long TQQQ' as normal people treat municipal bond fund investments?Yeah... I wouldn't expect many of them to be calling Mr. Ash Burner to complain right now. Some people don't realize how insane a 2200% gain since inception (2024) really is. To put it in perspective, if you invested $100 million when SALP launched and lost ninety percent (of those gains) in July, your investment would still be worth $230 million today.I think LPs are very likely to buy the dip. Situational Awareness will get the money they're asking for. And once the capital is in, they will unwind their (likely short-term) hedges because they won't face the risk of being liquidated by their prime broker. This means the market makers who sold them those hedges will have to delta-hedge their unwind on what could be a fairly significant notional exposure. At the same time, they will deploy these funds into what they see as 'the best buying opportunity since April 2025.' I don't think Leopold is in trouble; rather, it's more likely he can raise the capital he needs, meaning it's more probable Leopold triggers a market bottom than drives AI stocks lower.If there's something I'm missing that would cause this group of AI super-believers—who are likely still significantly profitable on their SALP investment—to decide they'd rather not buy the dip, then yeah, any stock that even smells of AI might head straight to hell. But... (that's not the reality).”
Morgan Stanley: AI Infrastructure ROIC Can Reach Up to 46%, Maintains Overweight Rating on Hyperscalers
According to TechFlow Research, Morgan Stanley released a research report on July 27, quantifying for the first time the Incremental Return on Invested Capital (ROIC) of Generative AI investments. The report constructed three estimation frameworks: the ROIC for hyperscale cloud service providers' GPU leasing business is approximately 31%, the ROIC for proprietary infrastructure model API business is approximately 46%, and the ROIC for third-party compute API business is approximately 25%. Under base case assumptions, a single 1 gigawatt (GW) data center is configured with approximately 410,000 NVIDIA GB300 GPUs, with a utilization rate of 75% and an hourly leasing price of $8.5. The combined capital expenditure of the three major cloud giants is expected to exceed $1.4 trillion. Morgan Stanley maintains an Overweight rating on Microsoft, Amazon, Meta, and Google. The report points out that as AI moves from the training phase to the inference phase, demand for GPU compute power will continue to grow. Providers with self-built compute infrastructure will achieve considerable profits by leveraging their pricing power in an ecosystem where compute is scarce. If Morgan Stanley's calculations hold true, the hundreds of billions of dollars in AI capital expenditure will shift from being perceived as "costs" to "growth assets".
Strategy Bitcoin Strategy Manager: STRC Short-Term Dislocation Fixed, Targeting Long-Term Return to $99–100 Range
Chaitanya Jain, Bitcoin Strategy Manager at Strategy, stated on X that STRC has begun to recover after a brief price dislocation. The company's goal is to drive its long-term gradual return and stabilization in the $99–100 range.He noted that Strategy will achieve this goal through multiple tools, including: a floating dividend rate mechanism, a continuously growing USD reserve, the gradual unwinding of convertible bond structures, share buybacks, and ongoing product feature enhancements.
Loopring DEX Announces Immediate Shutdown and Will Directly Return Users’ Assets
According to Loopring’s official announcement, Loopring DEX—the first zkRollup protocol on Ethereum—has announced the immediate cessation of all trading services, and its relayer has been taken offline simultaneously. The team cited several reasons for the shutdown: (1) its early architecture lacked virtual machine support, constraining ecosystem growth; (2) insufficient commercial operational capabilities within the team; (3) external pressure—including the delisting of LRC from multiple major exchanges in 2026; and (4) the fact that modern zkEVM solutions have comprehensively surpassed Loopring’s original technical architecture. Regarding user asset distribution, Loopring will adopt a centralized approach to directly batch-send assets to users’ Layer-1 wallet addresses. Users need not perform any on-chain actions or pay gas fees—all transaction costs will be borne by the team. The specific process is as follows: publish the final balance list → upgrade the smart contract → a two-week public review and audit period → batch distribution.
WEEX Joker Card Season 3 Upgraded Return: Lucky Buff Enhanced, Rewards Amplified Again
WEEX Exchange has officially launched the third edition of its interactive trading card game, “Joker Cards.” Users can earn playing cards by completing tasks such as registering for the event, depositing funds, trading, or inviting friends. Playing cards earns points, and users share a USDT prize pool daily based on their point share. Compared to the first two editions, the third edition features enhanced Lucky Buffs and larger overall rewards. Drawing the “Lucky Card of the Day” unlocks additional rewards, including token airdrops, position airdrops, contract trial funds, and trading fee credits. Event period: June 1, 12:00 – June 10, 23:59:59 (UTC+8).
Forbes: BTC Expectations for Return to $80,000 Rise as SEC Chair's Comments at Bitcoin 2026 Conference Draw Attention
: US Securities and Exchange Commission (SEC) Chairman Paul Atkins recently reiterated the push for "Project Crypto" and announced plans to jointly develop a digital asset classification framework with the Commodity Futures Trading Commission (CFTC). This framework will clarify when a token is deemed a security, while also introducing an "innovation exemption" to support the on-chain trading of tokenized securities.The market believes that the series of initiatives pushed by Paul Atkins represent one of the most aggressive shifts in crypto regulation in SEC history, marking a formal abandonment of the old “regulation by enforcement” model in favor of clear rule-making. This move could release a stronger entry signal for institutional capital that has been on the sidelines, potentially driving Bitcoin's price back above $80,000. Currently, Bitcoin is trading at approximately $77,586. The market is now focused on Atkins's further statements at the Bitcoin 2026 conference in late April. (Forbes)
Related news
Citrini Comments on "AI Stock God Seeking New Funding Support": The Fund's Founding LPs Still Have a 130% Return Rate, Will Likely Buy the Dip, the Fund Will Secure Sufficient Capital and Unwind Hedges to Avoid Liquidation
: In response to recent reports that "AI stock god Leopold Aschenbrenner's Situational Awareness Fund is seeking new capital support," well-known investment research firm Citrini officially commented on X platform: "If you are an LP of Situational Awareness, you invested in the fund based on information from its offering memo, such as 'AI is the only thing that matters, and if you recognize this and wish to invest in a vehicle that expresses this view by going all-in long on the most leveraged expression of our most optimistic AI thesis in the stock market, then you invest.' Not just because you're bullish on AI, but because you believe Leopold is one of the few 'hundreds' / knows these 'hundreds' who will bring about the machine god by 2030. And then, over the next two years, this fund did exactly what it promised. And it went up. Probably over 20x, if I recall correctly.Again, in this scenario, you are the person who read 'Situational Awareness' (that paper) and said: 'Yes, I agree AI is more powerful than nuclear bombs and will turn the world upside down before the end of this decade. And I want to put my investment into the hedge fund version of that thesis.' Now those stocks have fallen, so the fund's assets have also fallen.Let me ask you—do these LPs look like the type of people who would turn bearish on AI just because SK Hynix dropped 50% in six weeks? The kind who likely view the level of tech optimism akin to 'I'm going long TQQQ' as normal people treat municipal bond fund investments?Yeah... I wouldn't expect many of them to be calling Mr. Ash Burner to complain right now. Some people don't realize how insane a 2200% gain since inception (2024) really is. To put it in perspective, if you invested $100 million when SALP launched and lost ninety percent (of those gains) in July, your investment would still be worth $230 million today.I think LPs are very likely to buy the dip. Situational Awareness will get the money they're asking for. And once the capital is in, they will unwind their (likely short-term) hedges because they won't face the risk of being liquidated by their prime broker. This means the market makers who sold them those hedges will have to delta-hedge their unwind on what could be a fairly significant notional exposure. At the same time, they will deploy these funds into what they see as 'the best buying opportunity since April 2025.' I don't think Leopold is in trouble; rather, it's more likely he can raise the capital he needs, meaning it's more probable Leopold triggers a market bottom than drives AI stocks lower.If there's something I'm missing that would cause this group of AI super-believers—who are likely still significantly profitable on their SALP investment—to decide they'd rather not buy the dip, then yeah, any stock that even smells of AI might head straight to hell. But... (that's not the reality).”
EY Survey: Over 70% of U.S. Entrepreneurs Have Integrated AI, Generally Require Clear Return on Investment
According to Forbes, consulting firm EY conducted a survey of 500 U.S. business owners with annual revenues exceeding $5 million. The results show that over 75% of respondents have integrated AI into business processes at least partially, with 10% having achieved full implementation. Entrepreneurs' expectations for AI center on three major areas: driving revenue growth through sales and marketing (57%), reducing operating costs (55%), and improving customer experience (49%). However, due to the difficulty in quantifying the actual benefits of AI, over one-third of respondents reduced technology spending, including AI, in the past year, generally exhibiting a prudent attitude of "seeing returns first, then increasing investment." In terms of talent and organization, 88% of respondents expect employee headcount to expand within the next 12 months, 42% are redesigning job responsibilities to integrate human-machine collaboration capabilities, but 46% of respondents also point out that insufficient talent and professional expertise are the main obstacles to implementing AI at scale.
Morgan Stanley: AI Infrastructure ROIC Can Reach Up to 46%, Maintains Overweight Rating on Hyperscalers
According to TechFlow Research, Morgan Stanley released a research report on July 27, quantifying for the first time the Incremental Return on Invested Capital (ROIC) of Generative AI investments. The report constructed three estimation frameworks: the ROIC for hyperscale cloud service providers' GPU leasing business is approximately 31%, the ROIC for proprietary infrastructure model API business is approximately 46%, and the ROIC for third-party compute API business is approximately 25%. Under base case assumptions, a single 1 gigawatt (GW) data center is configured with approximately 410,000 NVIDIA GB300 GPUs, with a utilization rate of 75% and an hourly leasing price of $8.5. The combined capital expenditure of the three major cloud giants is expected to exceed $1.4 trillion. Morgan Stanley maintains an Overweight rating on Microsoft, Amazon, Meta, and Google. The report points out that as AI moves from the training phase to the inference phase, demand for GPU compute power will continue to grow. Providers with self-built compute infrastructure will achieve considerable profits by leveraging their pricing power in an ecosystem where compute is scarce. If Morgan Stanley's calculations hold true, the hundreds of billions of dollars in AI capital expenditure will shift from being perceived as "costs" to "growth assets".
Country Garden Forced to Liquidate CXMT Stake at Cost, Missing Over 23-Fold Investment Return
According to crypto KOL AB Kuai.Dong (@_FORAB), in September 2021, Country Garden injected 2 billion yuan into CXMT at 2.22 yuan per share, acquiring 901 million shares. At the end of 2024, due to being deeply mired in the real estate liquidity crisis, Country Garden was forced to liquidate all its CXMT equity at the original price, with Hefei state-owned capital taking over. If held to date, the return on this investment would be as high as 23 times. Hefei state-owned capital continues to bet on CXMT, currently holding 36.79%, with book returns exceeding 1 trillion yuan.
Analysis: Bitcoin’s Return to $66,000 Signals Improvement, Crypto Options May Enter a New Steady State
according to an analysis by Greeks.live, Bitcoin’s return to $66,000 is a very positive signal, reaching a high point not seen in nearly two months, but also entering the dense trading zone seen at the beginning of the year. The implied volatility for major terms has remained largely unchanged, with all IVs for tenors within the year falling below 40%. Investors have already adapted to this market environment of extremely low volatility.This year, only during the sharpest decline in February did the implied volatility for major terms exceed 50%; for most of the time, it has remained below 45%. This may well be the new steady state for crypto options.
HyperionDeFi Announces Return to Hyperliquid HIP-3 Market and Launch of Institutional Listing Services
Dave Knox, CFO of HyperionDeFi, stated on platform X that the HYPE treasury company HyperionDeFi will re-enter the Hyperliquid HIP-3 market and launch a new institutional listing service to drive product and market growth on the Hyperliquid platform. This collaboration will generate three sources of value: 500,000 staked HYPE held and controlled by Hyperion, revenue from new markets, and the equity appreciation potential of partner Skew Trading.