Monitoring from the Odaily Seer Channel shows that, despite market rumors suggesting Strategy had sold its BTC holdings, and without any official statement, the outcome of the prediction market "Strategy Sold BTC in May" on Polymarket has been finalized as "No."

Polymarket officially stated: "We are aware that there is a dispute regarding this prediction market. If a clarification announcement is needed, it will be released by 1:00 PM EDT on June 1. If no announcement is made by that time, it means the Polymarket team will not issue any further clarification statements. Regardless of whether a clarification is released, the order book will be settled at 1:00 PM EDT on the same day."

The Odaily Seer Channel continues to monitor prediction markets, observing changes before pricing takes effect.

Odaily News: According to Saudi Arabia's Al Arabiya TV, Pakistan's Foreign Ministry said that Iran has called for continued mediation to de-escalate the current situation and support a ceasefire. (Jin Shi)

According to Odaily, in an interview with an NBC News reporter, Trump stated that he has not yet received any message from Iran regarding the suspension of negotiations. Regarding Iran, "To be honest, I think we have been talking too much. I believe that remaining silent would be very good." He will continue to maintain the blockade in the Strait of Hormuz. (Jinshi)

According to data from MSX.COM, ARM Holdings shares rose 18.51% to $418.68 per share, with a total market capitalization of $447.02 billion.

It is reported that MSX is a leading RWA trading platform, which has listed hundreds of RWA tokens, covering U.S. stock and ETF token assets such as AAPL, AMZN, GOOGL, META, MSFT, NFLX, and NVDA.

Odaily: According to market sources, Anthropico has confidentially filed an IPO application with the U.S. Securities and Exchange Commission.

Odaily Planet Daily reported that “New Stock God” Serenity posted on platform X, stating that its holdings of the ETF EWY, which tracks the Korean stock market, have risen by 485% over the past few months, primarily driven by implied volatility expansion and a directional “memory-long” strategy. During a period of market volatility triggered by the situation in Iran, some investors chose to exit due to panic and pessimistic social media commentary. However, the semiconductor “memory cycle” trade, represented by Samsung, SK Hynix, and Micron Technology, performed exceptionally strongly.

Serenity further stated that if one can foresee Samsung and SK Hynix becoming among the most profitable companies globally by 2028, then adhering to this long-term logic and enduring volatility in a high-volatility environment might be an effective investment path. It is reported that the main components of EWY include: Samsung Electronics, SK Hynix, and major South Korean financial, manufacturing, and export companies.

Odaily Planet Daily News: Adam, a macro researcher at Greeks.live, posted on platform X that the Deribit BTC index hit a low of $70,992 today, approaching the critical $70,000 mark. This level is not only a psychological threshold but also a dense area for options open interest.

Options data shows that the near-term ATM IV is around 30%, and volatility has not seen extreme panic-driven increases. The market is currently not pricing in a one-sided decline; rather, it seems to be waiting for a directional choice. Before last month's expiration, $72,000 was the GEX concentration zone. After expiration, the $70,000 strike price has become the new GEX concentration zone, with open interest clearly concentrated there. Put options below this level are noticeably more expensive, with the Skew declining overall, meaning the market is paying a higher premium for downside tail risk. The call option wall on the upside is concentrated at $80,000, $90,000, and $100,000. Long-term call positions remain relatively thick, indicating the medium to long-term bullish structure is still intact. However, in the short term, the price must first hold $70,000. If the $70,000 level is effectively defended, a decline in IV and a spot price recovery could occur in the short term. If it breaks down with significant volume, demand for protective puts could push up short-end IV, and the price may continue to test the $68,000 to $65,000 range.

According to market sources, Telegram founder Pavel Durov plans to rename the Telegram ecosystem token TON Coin to "GRAM".

Odaily reported that an advisor to Lebanese Parliament Speaker Nabih Berri revealed that on Sunday local time, Berri informed the Trump administration that Hezbollah is ready for an immediate and full ceasefire with Israel and pledged to ensure the implementation of the ceasefire agreement. The escalating conflict in Lebanon threatens to undermine hopes of reaching an agreement to end the war with Iran, especially as Israeli Prime Minister Benjamin Netanyahu threatens to attack Beirut.

Iran's Tasnim News Agency reported on Monday that Iran's negotiation team has suspended talks with the U.S. through mediators, in protest of Israel's actions in Lebanon. Berri is one of the most powerful Shiite political figures in Lebanon and has close ties with Hezbollah, although U.S. and Israeli officials question whether he can truly ensure Hezbollah's compliance with the rules. (Jinshi)

Odaily reported that Vitalik posted on X platform, stating that building index tracking assets based on options rather than debt is worth considering and trying, using options as the foundation of DeFi instead of CDPs and liquidation mechanisms. This design can avoid severe and systemic liquidation effects caused by extreme price volatility, allowing exposure to the index to deviate from the desired exposure in a smoother, quadratic manner. Its key advantage is that it does not require an instant oracle; it can operate based on a slow oracle, i.e., the type of oracle used by prediction markets. The obvious drawback of this design is the need for periodic rebalancing, and it remains unclear whether rebalancing can and how it can be sufficiently resistant to slippage.

Vitalik added that, compared to relying on oracle mechanisms that must provide real-time answers and can be induced to give incorrect real-time answers within a timeframe without human remediation, he believes it is safer to hold algorithmic stablecoins placed within such mechanisms.

Odaily Odaily reports that three sources have indicated OPEC+ oil producers are likely to agree at their Sunday meeting to further increase crude oil production quotas for July. However, the war in Iran has so far prevented some member countries from achieving their previous production increase targets. If quotas are raised again, it would signal the group is gradually returning to normal operations, despite numerous disruptions caused by the blockade of the Strait of Hormuz and the unexpected withdrawal of the UAE in May. According to the sources, OPEC+ is expected to increase production by about 188,000 barrels per day in July, the same increase agreed upon for June, which was revised down from 206,000 barrels per day due to the UAE's withdrawal. (Jin Shi)

Odaily reports, according to Lookonchain monitoring, Bitwise has purchased another 336,500 HYPE tokens worth $24.43 million in the past 12 hours.

Torsten Slok, Chief Economist at Apollo Global Management, Inc., has warned that the initial phase of the AI infrastructure boom will fuel inflation, making it difficult for new Federal Reserve Chairman Kevin Warsh to cut interest rates as quickly as anticipated. “We may need to wait a little longer, as the initial AI boom will inevitably push up inflation,” he stated. He pointed to clear inflationary pressure signals emerging from semiconductor, energy, and labor prices.

This assessment hits at the core contradiction behind the AI boom: while proponents loudly tout its potential for economic growth, the technology's impact is already permeating various aspects of the labor market and monetary policy. Market fears of AI-induced unemployment are overblown, but the scale of capital being poured into AI infrastructure is unprecedented. U.S. tech giants are planning to spend up to $725 billion in capital expenditures this year, primarily for purchasing AI data center equipment.

Warsh had previously argued that productivity gains from AI would pave the way for accommodative monetary policy. His predecessor, Powell, faced fierce criticism from Trump for failing to meet the President's expectations regarding the pace and magnitude of rate cuts. (Jinshi)

Odaily Odaily reports that the US Senate has returned from its Memorial Day recess, but with only about a four-week legislative window remaining before entering a two-week recess related to the July 4th Independence Day holiday, the crypto market structure bill, the Clarity Act, is facing time pressure to advance.

The report indicates that during this period, the Senate must prioritize several agenda items, including the Department of Homeland Security appropriations, Pentagon budget supplements, and the extension of FISA Section 702 authorization, creating a highly congested legislative schedule. Even if the bill enters the deliberation phase, the associated voting process could take one to two weeks.

Meanwhile, the bill itself is still in the coordination phase between versions from the Senate Banking Committee and the Agriculture Committee, with disagreements remaining on some key provisions, making negotiations relatively complex. The prolonged battles over issues such as stablecoin yields have already consumed significant political capital, while the current focus has shifted to unresolved clause differences within the Agriculture Committee's version.

As the bill needs 60 votes in the Senate to overcome a filibuster, bipartisan consensus is critical. Several Democratic senators have indicated that ethical constraints on government officials' crypto asset holdings and the regulatory authority of enforcement agencies in the DeFi sector will be important prerequisites for supporting the bill.

Analysts point out that even if it fails to pass before July 4, the bill could still advance before the August recess. However, if it is postponed deeper into the election cycle, its political momentum may face uncertainty. (Crypto In America)

Odaily Odaily reports that Zhipu announced at a board meeting held on June 1, 2026, that the company proposes to apply to relevant Chinese regulatory authorities for the issuance and allotment of A shares, and to apply to the Shanghai Stock Exchange for the listing and trading of these A shares on the STAR Market. The number of proposed A shares to be issued will account for between 2% and 8% of the company's total share capital upon completion of the proposed A-share issuance (excluding any A shares to be issued upon exercise of the over-allotment option), representing not less than 9,098,838 and not more than 38,768,964 new A shares. The board meeting also passed other additional resolutions relating to the proposed A-share issuance, which will be submitted to shareholders for approval at the annual general meeting.