星球午讯
1. Bitcoin spot ETFs saw a total net inflow of $189 million yesterday, while Hashdex DEFI announced its delisting;
2. Ethereum spot ETFs recorded a total net inflow of $71.468 million yesterday, with BlackRock's ETHA leading at $64.6814 million in net inflows;
3. Arthur Hayes: The AI bubble is concentrated in data center debt and unprofitable AI companies; he remains bullish on the Agentic Economy;
4. Serenity: Unitree's listing provides a valuation benchmark for humanoid robot companies in the public market;
5. HSBC upgraded its rating on the Korean stock market to overweight;
6. BitBox discovered two critical vulnerabilities and one bootloader issue in its firmware and has released a fix update;
7. AI token prices are falling but trading volume is expanding; Cathie Wood says market demand for AI has enormous price elasticity;
8. A single allotment yielded a profit of 475,000 yuan; Unitree's opening price of 1,100 yuan corresponds to a market cap of 445 billion yuan;
9. Liang Wenfeng gained a paper profit of 1.1 billion yuan from subscribing to Unitree's IPO, while affiliates of Lei Jun's Shunwei Capital saw paper gains exceeding 15.2 billion yuan;
10. Zhibao Technology completed a $154.7 million PIPE financing round, adding 2,380 Bitcoin to its corporate asset reserves.
