Odaily reported that “New Stock God” Serenity posted on X platform, stating that although they had been emphasizing to retail investors and Swedish hedge funds the importance of Sivers (SIVE) to the Co-Packaged Optics (CPO) industry chain, the market had not fully taken this perspective seriously. After a large number of retail investors were shaken out of their positions, JPMorgan Chase seized the opportunity to significantly increase its holdings of Sivers shares, with this increase primarily coming from institutional funds. Currently, JPMorgan Chase’s stake in Sivers has rapidly risen from 0.4% last month to over 5% this month.

Odaily reported that the Islamic Revolutionary Guard Corps of Iran issued a statement claiming that at 1:30 a.m. local time today (June 6), "four violative oil tankers, incited and directed by the U.S. military, attempted to illegally exit the Strait of Hormuz without coordination and while ignoring the established warnings of the Revolutionary Guard Navy." After the Revolutionary Guard issued warnings, it intercepted one of the oil tankers, while the other violating vessels turned back. The statement said that at 2:00 a.m., a U.S. military drone opened fire on a communications facility on Iran's Qeshm Island and the port of Sirik. In response to the U.S. military's aggressive actions, the Revolutionary Guard's Aerospace Force immediately launched ballistic missiles, striking the U.S. Air Force base in Kuwait and important facilities of the U.S. Navy's Fifth Fleet in Bahrain. The statement emphasized that Iran warns the enemy, "If such evil acts are repeated, limited responses will no longer be sufficient, and the enemy will have to bear the consequences of a complete halt in oil and gas exports through the Strait of Hormuz." (CCTV Global News)

According to MSX.COM data, U.S. stock markets continued their decline, with the Nasdaq dropping 3.00%; Tesla (TSLA.O) fell over 5% intraday.

Odaily reported that according to data from MSX.COM, Micron Technology's stock price fell by 10.24%, dropping below $900 to $892.8 per share, with a total market capitalization of $1.01 trillion.

According to MSX.COM data, the Philadelphia Semiconductor Index once widened its decline to 7%, with Nvidia (NVDA.O) recently falling 4.5%, ASML (ASML.O) down 4.65%, and TSMC (TSM.N) dropping 5.22%.

Odaily reports that according to Hyperbot data, Machi Brother's long position was partially liquidated. His current remaining position is only a $229,000 ETH long position, with just $11,000 left in the account.

Odaily Odaily reports that the Boston Federal Reserve released a new study on Thursday stating that fundamental changes in the U.S. energy structure have completely altered the transmission path of oil price shocks to the domestic economy and reshaped the logic of the Federal Reserve's monetary policy. Currently, the Fed's mainstream inclination is to hold steady in the short term, watching for the subsequent impacts of the conflict. However, officials generally worry that a prolonged conflict could solidify high inflation, and some voices have already suggested the possibility of raising interest rates within the year. The Boston Fed's research provides support for this stance, arguing that even if rates are raised this time, the optimized economic structure would prevent the severe employment downside pressure seen in the past.

However, Morgan Stanley holds a distinctly different view, believing the current oil price increase is a short-term supply disruption and will not become the core driver for a Fed rate hike. Morgan Stanley predicts that inflation will gradually warm up in the second half of the year, the job market will experience volatility, and the Fed is likely to keep interest rates unchanged throughout the year, with rate cuts potentially beginning in 2027. (Jin Shi)

Odaily reported that “New Stock God” Serenity and Garrett Jin are debating the timing for entering the A-share robotics track. Serenity previously posted on platform X, stating that humanoid robotics is the most favored Chinese listed target, but Garrett Jin, the proxy for the “1011 Insider Whale,” believes it is now too late to call it out, suggesting Serenity might be trying to get followers to buy at the top. This morning, Serenity made the first call for A-share stock “Leaderdrive,” and its share price has already hit the daily limit (20%).

Odaily reported that emerging market assets fell for a third consecutive session, led by a decline in South Korean stocks, as investors’ enthusiasm for artificial intelligence stocks waned. The MSCI Emerging Markets Index fell 1.7% to 1728.66 points, while South Korea's KOSPI index once plummeted 7% on Friday.

Chipmakers such as Samsung Electronics and SK Hynix led the decline after Broadcom’s AI chip sales outlook fell short of overly high market expectations. These two companies together account for more than half of the KOSPI's total market capitalization. After two consecutive weeks of gains, emerging market stocks and currencies are expected to record weekly losses this week.

Charu Chanana, Chief Investment Strategist at Saxo Markets, said: “Broadcom is a trigger, reminding the market just how excessive expectations have become. Investors have priced in a lot of perfection for AI, so even a small disappointment can lead to a rather sharp revaluation. If non-farm payroll data comes in stronger than expected, it could become another excuse to cut back on AI investments." (Jinshi)

Odaily Odaily reports that CryptoQuant analyst Axel Adler Jr stated that Bitcoin is once again testing the February low of approximately $62,000, while the current 7-day net realized loss has reached about $7 billion, higher than levels at the February low, but still below the peak loss of around $14 billion during the winter market panic.

Axel Adler believes that, unlike February of this year, selling pressure in this market cycle has not diminished as it approaches the low point but has instead continued to intensify, indicating that the current bottom testing is facing stronger capitulation pressure, and the market has yet to signal a rapid rebound. As long as BTC remains above $54,000, the market has not yet entered a full capitulation phase; if it breaks and stays below the February low, it may further test the network-wide cost support zone near $54,000.

Axel Adler Jr pointed out that BTC prices have clearly fallen below the cost basis of short-term holders (STH) of approximately $76,000, and the market is attempting to break below the February low. If it declines further, the only major supports left are the network-wide average realized price of around $54,000 and the cost basis of long-term holders (LTH) of about $49,000. These two zones have historically corresponded to the full capitulation phase and the formation range of cycle bottoms.