币股风向标丨Strategy低位抄底1550枚BTC独撑买盘；Bitmine上周增持近12.7万枚ETH（6月9日）

Editor's Note: In last week's "Crypto-Stock Barometer" article, we highlighted NVIDIA founder Jensen Huang's market-moving mentions, after which several stocks, including Marvell Technology (MRVL), performed strongly. Although some stocks declined last Friday due to an overall pullback in the U.S. stock market, in the long run, this remains a high-quality asset sector worth betting on. Additionally, the "White-Haired Stock Guru" Serenity has begun frequently publishing stock picks outside the U.S. market, once driving A-share stocks like Leaderdrive and Zhongji Innolight up by over 10% or even 20% to the daily limit. Finally, the AI-driven semiconductor stock frenzy continues, with Samsung and SK Hynix employees sharing updates on their companies' business operations on X platform. It is recommended to follow research institution @citrini and its affiliated analyst accounts to closely monitor market hotspots. The "largest IPO in history," SpaceX's IPO, will take place this week. For participation channels, refer to the article "The Largest IPO in History: What Channels Do Retail Investors Have for SpaceX?".

For more information on the crypto and stock markets, please visit MSX.COM. (Odaily Note: This content does not constitute investment advice and is for learning and communication purposes only)

U.S. Stock and Crypto Markets: A Tale of Two Extremes, Traditional Financial Rally May Continue

Morgan Stanley: This U.S. Stock Selloff is a Healthy Correction, Maintains S&P 500 Target of 8,000 Points

Morgan Stanley strategists stated that last Friday's U.S. stock selloff, triggered by position adjustments, is a healthy correction. The team led by Mike Wilson noted in their research report that the decline was led by the semiconductor and memory sectors, which have seen significant gains year-to-date. Furthermore, concentrated holdings by hedge funds and leveraged ETFs have led to accumulating risks. The team believes that if this bull market continues through the year-end, a market adjustment is inevitable and is, in fact, positive in the long run. The strategists maintain their base target of 8,000 points for the S&P 500, implying roughly an 8% upside from current levels. They expect corporate earnings to continue strengthening, growth to broaden further, and macroeconomic data to continue providing support to the market.

Opinion: Still a "Classic Cyclical Bear Market"; Concern Warranted Only if BTC Doesn't Recover by Q4

Lucy Gazmararian, founder of Token Bay Capital, stated that the recent Bitcoin price correction is more characteristic of a typical "mid-cycle bear market" rather than a structural market collapse. The market is currently in a routine adjustment phase within the historical cycle. Although Bitcoin's price is under pressure, there are no signs yet that its long-term investment thesis has been undermined. Therefore, this correction should be viewed more as cyclical volatility than a sign of fundamental deterioration in the crypto market.

However, Gazmararian also emphasized that if Bitcoin does not show a clear recovery by the fourth quarter of this year, it could signal the market entering a deeper adjustment or structural risk phase. Currently, investment enthusiasm in the AI sector is rising, particularly with increasing market attention on Anthropic's potential IPO. However, these capital flows belong to a different pool than native crypto capital. Therefore, the AI investment boom does not necessarily imply a massive outflow of funds from the crypto market.

Weekly Update on Listed Companies' Crypto & Stock Activities

Representative Companies with BTC Treasuries

Weekly Net BTC Purchases by Listed Companies Surge Over 9x WoW; Strategy Leads Buying at Low Point

According to SoSoValue data, as of 8:00 AM EST on June 8, 2026, the total weekly net BTC purchases by global listed companies (excluding mining companies) stood at $101 million, an increase of 925.38% compared to the previous week.

Strategy (formerly MicroStrategy) spent approximately $100 million last week to purchase 1,550 Bitcoin at $65,332, bringing its total holdings to 845,256 BTC.

Japanese listed company Metaplanet did not purchase Bitcoin last week.

Additionally, one other company bought Bitcoin last week. Asset management firm Strive announced between June 1 and June 7 that it spent $2.05 million to purchase 32 Bitcoin at $63,911, bringing its total holdings to 19,032 BTC.

Capital B announced that online voting for its June 17 shareholders' meeting is now open. The meeting will authorize the board to create a capital increase of up to €5 billion and issue debt instruments of up to €100 billion in nominal value for the purpose of purchasing Bitcoin. Major ETH holder BitMine announced plans to replicate MicroStrategy's financing model. It aims to raise significant capital by issuing up to $300 million in Series A perpetual preferred stock (ticker: BMNP) on the NYSE, with an annual dividend yield of 9.5% paid weekly.

As of press time, global listed companies (excluding mining companies) in the survey hold a total of 1,115,732 Bitcoin, an increase of 0.14% from last week. The current market value is approximately $70.3 billion, representing 5.6% of Bitcoin's circulating market cap.

Michael Saylor: Strategy's Dollar Reserve Increased by $100 Million, Total Reaches $1 Billion

Strategy founder Michael Saylor stated that Strategy has increased its dollar reserve by $100 million, bringing the total to $1 billion.

Strategy previously disclosed an addition of 1,550 Bitcoin last week, further boosting its Bitcoin reserve to 845,256 BTC. Following this increase, Strategy remains one of the publicly traded companies with the largest Bitcoin holdings, further solidifying its Bitcoin-centric asset allocation strategy.

Strategy Announces Adjustment of STRC Dividend Payment Cycle to Semi-Monthly

Bitcoin treasury company Strategy announced that the adjustment to the dividend payment mechanism for its perpetual preferred stock STRC has been approved by shareholders, with dividends to be paid on a semi-monthly basis.

Capital B Plans to Raise $116.4 Billion via Credit Instruments to Increase BTC Holdings

French listed company Capital B (ALCPB) is seeking shareholder approval to raise up to $5.82 billion through new share issuance and up to $116.4 billion through the issuance of credit instruments, intended for increasing BTC holdings.

Genius Group Launches AI Treasury: Invests in Exposure to Unlisted AI Firms Including Anthropic, SpaceX, and OpenAI

Bitcoin treasury company Genius Group announced the official launch of its AI treasury, having completed the initial investment in its AGI Infinity Portfolio. The company purchased 10,000 shares of Destiny Tech100 and 800 shares of the Fundrise Innovation Fund, marking the first tranche of its phased plan to reach a $100 million AI treasury target.

According to disclosed data, this allocation provides Genius Group with indirect exposure to several leading unlisted AI companies, including Anthropic (approximately 16% of the portfolio), SpaceX (11%), OpenAI (7.4%), Databricks (7.4%), Shield AI (2%), and Anduril Industries (0.7%). Genius Group stated it will continue to expand its AI treasury size through a monthly investment plan in the coming months.

Representative Companies with ETH Treasuries

FG Nexus Sells 10,000 ETH, Total Loss Exceeds $100 Million

A wallet tagged by Arkham as belonging to Nasdaq-listed company FG Nexus (0x4a2...b82) transferred 10,000 ETH, worth approximately $17.8 million, on Wednesday. FG Nexus accumulated a total of 50,770 ETH between August and September 2025 at an average price of $3,860, with the position valued at around $196 million at that time.

With the price of Ethereum falling to approximately $1,765, the company's original investment has incurred realized and unrealized losses exceeding $100 million. In pre-market trading on Thursday, FG Nexus shares fell 13.40% to $7.11.

Bitmine Discloses Addition of 126,971 ETH, Total Staked Amount Exceeds 4.718 Million ETH

Ethereum treasury company Bitmine Immersion Technologies disclosed an addition of 126,971 ETH last week. The company's current crypto asset holdings include 5,543,872 ETH, 204 BTC, equity in Eightco Holdings worth $88 million, and shares in Beast Industries valued at $180 million. Furthermore, the total amount of ETH staked by the company is 4,718,677 (valued at $7.7 billion at $1,630 per ETH).

Representative Companies with SOL Treasuries

Loss Nearly $1.13 Billion, Forward Industries Deposits 455,000 SOL to Coinbase

According to Lookonchain monitoring, Forward Industries deposited 455,784 SOL, worth $31.87 million, to Coinbase Prime after a month-long pause. Since launching its Solana treasury strategy in September 2025, Forward Industries has invested a total of approximately $1.59 billion, buying 6.83 million SOL at an average price of $232.08. Currently, the value of this 6.83 million SOL position is only $458.6 million.

Representative Companies with Altcoin Treasuries

Unrealized Profit Exceeds $1.1 Billion, Hyperliquid Strategies Holds Approximately 23.7 Million HYPE

As of June 5, 2026, DAT companies primarily holding Bitcoin, Ethereum, and Solana, such as Strategy and Metaplanet, have generally incurred massive unrealized losses. Data shows that Hyperliquid Strategies currently holds approximately 23.7 million HYPE. Despite HYPE pulling back from its all-time high above $74 this week, the company still has unrealized gains exceeding $1.1 billion. Hyperion DeFi holds about 2 million HYPE, with an unrealized profit of approximately $35 million.

Hyperion DeFi Terminates Agreements Worth ~$28.7 Million in HYPE, Involving 800,000 HYPE, ~40% of Total Holdings

Hyperliquid treasury company Hyperion DeFi is terminating two agreements totaling approximately $28.7 million, involving about 800,000 HYPE, which represents about 40% of its total holdings. The stablecoin USDH, which backs these two transactions, has effectively ceased operations. The larger agreement is for 500,000 HYPE with the Felix Foundation, valued at $18.3 million as of March 31, supporting USDH-denominated trading activities in the HIP-3 perpetual contract market. The second is a temporary use agreement for 300,000 HYPE with Native Markets, valued at $10.4 million on the same date, aimed at broader support for the USDH economy.

TON Strategy: Received 3.3 Million TON in Staking Rewards in May, Worth Approximately $5.6 Million

Nasdaq-listed company TON Strategy disclosed that it received approximately 3.3 million TON in rewards in May from staking about 227 million Toncoin. At current market prices, this is worth roughly $5.6 million, representing an initial annualized staking yield of approximately 1.48%. The company has staked nearly all of its TON holdings and supported a series of recently enacted network upgrades in the latest governance proposal, including improvements to smart contract execution efficiency, block synchronization, and validation capabilities to enhance throughput and scalability.