Odaily星球日报讯 The Kobeissi Letter 在 X 平台发文表示，5 月散户投资者最青睐的股票组合跑赢共同基金最青睐股票组合 16 个百分点，为 2018 年有数据以来最大单月差距。该散户偏好股票组合涵盖大型科技股，包括"Magnificent 7"及半导体股票。此前 4 月散户已实现 14 个百分点的超额收益，连续两月合计创历史最大差距，超过 2020 年末 meme 股热潮初期创下的 13 个百分点前纪录。同期散户投资者用于半导体期权合约的资金总额达历史月均水平的 4.9 倍，创历史新高，较 2024 年 3 月前纪录高出约 25%。

Odaily reported that the U.S. Department of Justice has charged a Google engineer with allegedly using insider information to trade on Polymarket, making a profit of $1.2 million. (Solid Intel)

Odaily Odaily报道 White House National Economic Council Director Hassett said on Sunday that the way the media reports economic news can often lead people to focus excessively on the most severe problems present at a specific moment. Speaking on ABC's "This Week" program, Hassett stated, "One thing I've noticed at the White House is that whenever a particular consumer price data point looks a bit disappointing, we only talk about that one." He made these remarks in response to questions about gasoline prices and their impact on inflation. Hassett said everyone should look at the bigger picture, rather than just energy prices or a temporarily struggling sector of the economy. "What you should do is take these ups and downs in stride and focus on how real wages are changing," he said. "If you look closely, you'll find that the increase in employment, the rise in the stock market, and strong corporate profits are translating into higher salary levels." (Jin Shi)

Odaily reported that according to Iran's Student News Agency, Kowsari, a member of the Iranian National Security and Foreign Policy Committee, stated that the current focus of negotiations is on completely ending the war. The nuclear issue has been excluded from the negotiating table. Negotiations are still ongoing, but no final agreement has been reached yet. (Jin10)

Odaily Planet Daily News In a panel discussion at the 32nd Dubrovnik Economic Conference, Federal Reserve Governor Waller stated that the global adoption of stablecoins could amplify the influence of Federal Reserve policies. "For countries that adopt stablecoins, this is akin to a fixed exchange rate regime." "You will import U.S. monetary costs, so in countries where stablecoins are more widely used, it actually expands the reach of U.S. monetary policy." (Jin Shi)

Odaily reports that according to on-chain analyst Ai Yi's monitoring, the address (0xc72...0517c) opened short positions in BTC, ETH, and HYPE tokens around mid-November last year. Currently, the BTC and ETH short positions are valued at $7.321 million, with an unrealized profit of $2.5 million; the HYPE short position is valued at $1.7 million, with an unrealized loss of $1.029 million. After offsetting, the account has a total unrealized profit of $1.471 million.

Odaily Planet Daily News: Michael Saylor, founder and executive chairman of Bitcoin treasury company Strategy, has once again released information related to the Bitcoin Tracker, captioning it: “Working ₿etter.”

Based on previous patterns, Strategy typically discloses its increased Bitcoin holdings the day after such a message is released.

Analyst Killa posted on X platform, stating that BTC fell at the monthly close of June. While expecting the overall June candle to close red, there may be a brief rebound at the beginning of the month, followed by a potential further decline.

Odaily Planet Daily News: According to Iran's Tasnim News Agency, the exchanges between Iran and the US regarding a potential draft memorandum of understanding continue. The parties are taking turns to propose amendments, and no agreement has been finalized yet. (Jinshi)

Odaily Planet Daily News: JPMorgan CEO Jamie Dimon stated that the U.S. crypto market structure bill, the "Clarity Act," allows crypto companies to offer deposit-like interest returns on products such as stablecoins, but lacks corresponding protections. He warned that such arrangements "could eventually collapse" and that he would not participate in them. Reports indicate that disagreements persist between the banking industry and crypto companies over whether stablecoin accounts can offer interest-like rewards. The probability of the Clarity Act passing this year has dropped from nearly 70% to slightly above 50%. Affected by related uncertainties, Bitcoin recently fell below $76,000. (forbes)

1. "Rising Stock Guru" Serenity: Sivers should transform into a US company with a Nasdaq listing as the first step;

2. MiniMax: Plans to list on the STAR Market;

3. Polymarket Executive: Perpetual contract testing has been initiated, but no new testers are being added for now;

4. Speaker of the Iranian Parliament: Will not approve any agreement until the rights of the Iranian people are guaranteed;

5. $91,000 of stolen Gravity Bridge funds frozen, majority still not moved;

6. Argentine authorities arrest 24 individuals and seize over $50 million in crypto assets;

7. Data: Q1 trading volume of 12 Hong Kong licensed virtual asset trading platforms nearly tripled year-on-year, broker commission income grew over 80% last year;

8. Gravity Bridge announces service shutdown following attack.

Odaily reported that, according to an announcement by MiniMax Group Inc., the board of directors has resolved to explore preliminary proposals for issuing RMB shares, which may involve entering into agreements with professional advisors and consulting and negotiating with relevant securities or other regulatory authorities. The company has engaged professional advisors to provide consultation on meeting the listing conditions for the STAR Market and has signed a coaching agreement. The proposed issuance of RMB shares will be subject to market conditions and necessary regulatory approvals.

Odaily reported that Gravity Bridge, a cross-chain bridge within the Cosmos ecosystem, announced that it has confirmed a security incident and has urgently suspended bridging services to conduct an investigation. It has also requested validators to pause validator nodes and coordinator operations.

Gravity Bridge was previously attacked due to the leak of its signing keys, resulting in the theft of approximately $5.4 million in assets.

Odaily: Argentine authorities arrested 24 people and seized over $50 million in crypto assets during a nationwide crackdown on suspected investment fraud. (Cointelegraph)

Odaily: According to Iran's Mehr News Agency, an explosion was heard on Iran's Qeshm Island, and the nature and source of the sound remain unclear. (Jinshi)

Odaily Planet Daily News JPMorgan analysts led by Nikolaos Panigirtzoglou noted that, as signs of de-escalation emerge in the Middle East situation, investors are gradually pulling back from Bitcoin and gold markets, suggesting that the 'debasement trade' which had driven demand for both is losing momentum. Over the past two weeks, both Bitcoin and gold-related ETFs have seen significant fund outflows, while institutional positioning on CME futures has also weakened concurrently. This trend indicates investors are exiting the macro hedging trades that had been popular due to inflation concerns and global instability earlier. Moreover, the outflows do not represent a rotation from Bitcoin into gold; rather, both asset classes are simultaneously experiencing diminished demand. Since the Iran conflict, Bitcoin has been the primary manifestation of the 'debasement trade.' (CoinDesk)