星球午讯

1. Bitcoin spot ETFs recorded a total net inflow of $517 million yesterday, marking three consecutive days of net inflows;

2. Ethereum spot ETFs recorded a total net inflow of $189 million yesterday, marking three consecutive days of net inflows;

3. CZ: If Hyperliquid can enter the U.S. market in compliance, it would be a positive signal for the entire industry;

4. CZ: Bitcoin's "supercycle" has not materialized yet, and the market remains in the bear phase of its four-year cycle;

5. Robinhood CEO urges Trump in person to relax U.S. regulations on "tokenization";

6. 10x Research: Continuing to be bullish on Bitcoin, Circle is up over 31% since the buy point;

7. Glassnode: Bitcoin remains in the "capitulation phase," and the current rebound should be viewed as a local recovery within the bottoming process;

8. "Big Short" investor Michael Burry: Etched may achieve 10x performance at a lower per-chip cost, posing strong competition to Nvidia;

9. Wang Xingxing of Unitree Robotics: The current efficiency of humanoid robots is relatively low, and they will be widely deployed after further technological refinement;

10. JPMorgan: The U.S. Treasury's bond buybacks carry credibility risks;

11. Duan Yongping discloses Micron position: Received 10,000 shares after selling puts, then sold calls.