Odaily reported that South Korea's Finance Minister chaired an emergency market assessment meeting.

The Finance Minister stated that excessive volatility in the foreign exchange market is undesirable and that the government will not tolerate herd behavior in the forex market. Regulatory authorities will conduct reviews to identify speculative activities in the forex market and impose severe penalties on speculative investments targeting the Korean won.

Furthermore, the Finance Minister said that investigations will be carried out into any illegal trading activities by importers and exporters. (Jin Shi)

According to the Islamic Republic News Agency (IRNA), Iran's First Vice President Mohammad Reza Aref stated that all high-ranking officials are fully united on Iran's negotiation strategy, refuting any claims of disagreements over the negotiation text or proposals. Aref said that Tehran has adopted a clear and coordinated approach in the negotiations. He stated: "Iran has formulated a clear strategy for the negotiations, and all officials are implementing it in a fully coordinated manner." He added that officials "have no differences whatsoever regarding the negotiation text and proposals." He was referring to the ongoing indirect negotiations between Iran and the United States, aimed at permanently ending the war waged by the US and Israel against Iran. Aref also emphasized Iran's experience in dealing with two wars, stating that the country has gained valuable crisis management experience from them.

Odaily Odaily reported that on-chain analyst Ai Yi posted on platform X, stating that the long positions of the trader who "set 10 major goals first" have an unrealized profit of $5.881 million. As shown in a screenshot shared yesterday, the trader has opened long positions for 2,835.32 BTC, valued at $170 million, with an entry price of $60,153.8. BTC has now broken through $62,000.

Odaily Planet Daily News According to Citrini analyst Jukan, FundaAI's latest report reveals that NVIDIA's NVL576 passive co-packaged optics technology nearly doubles the density of optical engines and optical components. The passive co-packaged optics technology increases the configuration volume of 3.2T optical engines per GPU from approximately 2.25 to around 4.0, an increase of 78%. It is estimated that the demand for Rubin Ultra optical engines will reach about 12 million units.

This news may directly benefit direct suppliers of optical engines, including Lumentum, Coherent, POET, among others.

According to OKX market data, ZEC has rebounded above 400 USDT and is currently trading at 406.5 USDT, with a 24-hour increase of 9.01%.

Earlier, ZODL proposed launching a new privacy pool called Ironwood, a mechanism that allows anyone to independently verify the circulating supply of Zcash, ensuring that the amount of ZEC in circulation does not exceed the amount that has actually entered the new pool.

Additionally, a recently discovered Orchard soundness issue has been resolved through responsible disclosure and a coordinated upgrade. There is currently no evidence that the vulnerability was exploited, nor are there any indications that user funds, privacy, or the total supply of ZEC have been affected.

Dragonfly managing partner Haseeb also stated that the Zcash vulnerability incident may have been overinterpreted by the market, and that the majority of holders will not be affected by it.

1. "New Stock God" Serenity: New cycle of AI advanced packaging approaches, glass substrate industry chain reaches key inflection point;

2. Address linked to Ethereum co-founder Joseph Lubin pledges over 410,000 ETH, health ratio recovers to above 1.48;

3. "New Stock God" Serenity: The core of investment is to discover industrial trends where the market has yet to form a consensus;

4. South Korean retail investors dumped over 1 trillion won in overseas stocks in the first week of June;

5. Cumulative purchases of Binance Life reach $39.1 million; related addresses continue to buy $10 million worth of tokens in the past 24 hours;

6. Grayscale files registration application for Grayscale Canton ETF;

7. OpenAI plans major upgrade for ChatGPT to generate more revenue;

8. 100 days since the outbreak of the US-Israel-Iran war.

Odaily reported on Sunday that South Korean retail investors sold over 1 trillion won in overseas stocks in the first week of June, suggesting they may be returning to the domestic stock market amid record gains led by semiconductor stocks. Data from the Korea Securities Depository (KSD) shows that Korean retail investors recorded a net sell-off of $793.67 million in overseas stocks during the first week of June, continuing a trend that began in April. This figure far exceeds April's net sales of $469 million and approaches the record of $939.77 million set in May. If this trend continues through the end of the month, it would mark the third consecutive month of net selling, the first such streak since April-July 2023. (Yonhap)

Odaily reports that OpenAI is preparing for the most significant overhaul of ChatGPT since its launch.

According to reports, OpenAI plans to transform ChatGPT into a "super app" that integrates coding tools and AI agents, adding several product features that management believes have commercial potential to further expand revenue streams. (Jinshi)

Odaily reported that Grayscale submitted an S-1 registration statement to the U.S. Securities and Exchange Commission (SEC) on June 5, planning to launch the Grayscale Canton ETF.

According to the disclosure, the Grayscale Canton ETF is a spot ETF, with specific product details yet to be announced.

Odaily reported that Serenity stated on platform X that their investment style is fundamentally based on high-conviction independent judgment. The core lies in identifying industrial trends that have not yet formed a consensus in the market, combined with real-world observations, industry research, and revenue projections to conduct high-confidence reasoning. Using Raspberry Pi as an example, Serenity noted that while most investors still viewed it as an educational and DIY hardware tool, they observed a growing number of developers using Raspberry Pi and Apple Mac Mini to deploy AI applications. By verifying this trend through online tutorials, Serenity ultimately deduced that AI would become a new growth engine for the company. Subsequently, the company's financial report showed a 58% year-over-year increase in revenue, surpassing the market's prior expectation of 14% growth. Serenity stated that the investment judgment for AXT was based on research into the indium phosphide substrate supply chain and expectations of a photonics super cycle. They believe AXT holds approximately 40% of the indium phosphide supply chain share, occupying a critical bottleneck position, and its long-term value is undervalued. Regarding X-FAB, Serenity mentioned that they are still in the stage of reasoning and verification. Through government documents, ASE materials, and supply chain information, they found that the company is becoming an important player, and NVIDIA is currently evaluating its relevant capabilities. In the coming months, they will continue to observe whether more evidence supports this investment thesis. Serenity emphasized that many current investment opportunities arise from comprehensive inference based on fragmented information, real-world trends, and industrial changes, rather than relying solely on traditional valuation models.

According to monitoring by crypto analyst Ai Yi (@ai_9684xtpa), three addresses highly likely belonging to Ethereum co-founder Joseph Lubin currently collateralize a total of 412,430 ETH, valued at approximately $653 million, and have borrowed 259 million DAI.

Data shows that the health rate of these positions briefly fell below 1.2 during yesterday's ETH decline. However, Joseph Lubin's associated addresses subsequently added approximately 110,000 ETH as collateral, bringing the position health rate back above 1.48.

Ai Yi stated that Joseph Lubin obtained 540,000 ETH through the Ethereum ICO in 2015 at a cost of approximately $0.31. Based on the current position status, the likelihood of his lending positions being liquidated has significantly decreased.

Odaily reported that “New Stock God” Serenity posted on X platform, stating that a new cycle of AI advanced packaging is approaching. He also shared recent key timelines and major market participants in the glass substrate industry chain, including: SKC Absolics plans to commence mass production in the second half of 2026, primarily serving AMD clients; Samsung Electro-Mechanics × Sumitomo Chemical plans to start mass production in the second half of 2027, primarily serving Apple, Broadcom, and major cloud computing vendors; TSMC’s CoPoS roadmap predictions for 2–3 years are largely accurate; Innolux is one of the beneficiaries, and SHMD may also benefit, though its financial position is relatively weak.

Serenity believes that participants in the relevant industry chain may benefit multiple times, such as Innolux and SKC. Meanwhile, upstream equipment suppliers will also benefit from these waves of mass production.

1. BTC to $10,000? DWF Co-founder Suggests BitMine and Strategy Could Trigger the Biggest Market Crash in Crypto History;

2. Tom Lee: Cryptocurrency is the Only Path to Tokenization and is Crucial in an AI World;

3. ZODL Proposes New Privacy Pool Ironwood, Plans Activation by End of July 2026 to Enhance Zcash Security;

4. Longling Capital Transfers 10,000 ETH Worth $15.68 Million to Binance;

5. DRW, Wintermute, and IMC Form Prediction Market Trading Team, Expanding into Polymarket and Kalshi;

6. "New Stock God" Serenity: Will Not Profit from Fans, Plans to Donate Revenue from Over 100 Million X Platform Impressions to Stray Dog Rescue Organizations;

7. Iranian Foreign Ministry Issues Statement on the US's Continued Violation of the Ceasefire;

8. Michael Saylor: Bitcoin Remains the Preferred Long-Term Asset;

9. Andre Cronje: The First Major Liquidation in FT Triggered Only About $50,000 in Liquidations, Lower Than Traditional LTV Models.

Odaily Planet Daily News Today (June 7) marks the 100th day since the outbreak of the US-Israel-Iran war. Since February 28 this year, when the United States and Israel launched large-scale airstrikes on Iran and Iran began its counterattack, intense military conflict has lasted for 40 days. Although a temporary ceasefire agreement was subsequently reached, and the United States and Iran held their first round of negotiations under the mediation of Pakistan, the second round of talks has not yet been held as of now. Currently, differences over negotiations persist between Iran and the US, and a lack of mutual trust remains on both sides. Moreover, Israel's escalation of the situation in Lebanon and its disruption of the negotiations, coupled with frequent military frictions between Iran and the US over the Strait of Hormuz, have made the prospects for peace increasingly uncertain. (CCTV International News)