PANews Editor's Note: PANews has selected a week's worth of quality content to help everyone check for gaps during the weekend. Click the title to read.

Stock Market Explosion under AI Craze

The Truth Behind Micron's Surge: No Longer a "Cyclical Stock," UBS is Revaluing it as a "Growth Stock"

UBS significantly raised Micron's target price to $162.5, shifting the valuation method to overall P/E, with long-term agreements enhancing profit stability, and a reassessment of memory chips.

Countdown to Yushutech's IPO! Analyzing the Frost and Fire in the Prospectus of the "First Stock of Humanoid Robots"

Yushutech is racing towards becoming the first A-share humanoid robot stock, aiming to raise $620 million in its Sci-Tech Innovation Board IPO, with the highest global shipment of humanoid robots and projected revenue growth of 335% by 2025 to achieve profitability.

A Message for Ordinary People Short on AI: You Think You're Late, but You Just Don't Have Your Own Worldview

AI investment is not about chasing trends; establishing your own worldview can help navigate bull and bear markets. Following the capital flow to see the real investments of giants like NVIDIA and Elon Musk is more reliable than any KOL's shout-out.

Breaking Through High-End Chips Without Advanced Lithography Machines, What is Huawei's "Tau Law"?

Huawei's tau scaling law is introduced, breaking the deadlock of Moore's Law. In six years, 381 chip models were mass-produced, with logic folding technology boosting transistor density by 55% and energy efficiency by 41%. AI hardware integration is expected to grow a hundredfold by 2035, opening new paths for the semiconductor industry.

Macroeconomic Insights

Price Flash Crash in the Midnight, Retail Investors Caught in the Crossfire, What Happened with SpaceX's Pre-IPO Contracts?

SpaceX Pre-IPO assets plummeted in succession, with Bitget's token split causing an 80% price drop, and Hyperliquid crashing over 45%, resulting in over 400 retail investors getting liquidated, warning of market fragility.

Retail "Big Brother" Serenity vs. Rising Stock God Leopold: How Two Top Hunters Mine AI's "Physical Limits"?

Serenity and Leopold, two rising stars in AI investment, reveal underlying asset revaluation: from invisible dark horses in the chip supply chain to billion-dollar hedge funds betting on physical bottlenecks, the era of computation as financial leverage has arrived.

225x Returns in 2 Years? Revealing the AI "Choke Point" Investment Techniques of Mysterious Researcher Serenity

What truly matters is not what he bought, but what he saw.

Tsim Sha Tsui's "Account Opening Street" is Empty, People Trading Hong Kong and US Stocks Rush to Secret Corners...

The enthusiasm for account opening in Hong Kong faces strict regulatory crackdowns in both regions, with Futu and Tiger brokers being fined over 2.2 billion, raising the threshold for cross-border stock trading. Mainland investors are turning to overseas brokerage firms and crypto channels, with gray shortcuts continuously tightening.

When Futu Community Turned into a Dating Corner Overnight, Overseas Status Became a Hard Currency for the Middle Class

In the period ahead, if you want to open a new US stock account to buy NVIDIA, Tesla, or an S&P 500 ETF, you must first provide proof of identity as a non-mainland Chinese resident.

Institutions and Celebrities' Insights

Macroeconomic Master Raoul Pal Interview: Economic Singularity is Approaching, Don't Easily Cash Out in the Next Four Years

Recently, Bitcoin's drop back to $60,000 from its peak is just a retreat in the bull market.

Hash Global Founder: Why I Chose to Offload All My ETH?

ETH serves more as the infrastructure of on-chain finance or gas fees; institutions using the Ethereum network do not necessarily need to hold and hoard large amounts of ETH.

Dialog with VanEck CEO: Only BTC and Stablecoins Can Survive in Crypto Winter, the Surging Prices of Memory Chips Seem Like a Bubble

NVIDIA has become the "host" of the AI era; gold is re-emerging as the world's number one currency; Wall Street will absorb blockchain technology, but most token ecosystems will disappear.

Former Goldman Sachs CEO Interview: Crisis, Leadership, AI, and Advice for Young People

From childhood to Harvard, from J. Aron to Goldman Sachs CEO, then observing AI after retirement.

Dialogue with Founders of AI Investment Funds: Forget the Narrative of Getting Rich a Hundredfold, Which Crypto x AI Assets to Watch?

AI is pushing the data scale up a hundredfold, with significant valuation mismatches in Venice, Grass, NEAR.

Dialogue with Arthur Hayes & NEAR Co-founder: The Era of Money Printing is Back, HYPE Looks at $150, Is NEAR Still 20x?

"In the future, we will use AI to compute while blockchain will become the means of all execution."

Seizing Opportunities

SpaceX's $1.75 Trillion IPO: A Quick Guide to 17 Concept Stocks

SpaceX, valued at $1.75 trillion, is landing on Nasdaq, with Starlink contributing 61% of revenue, and related concept stocks have surged in advance. Are retail investors spectators or getting in? A deep breakdown of 17 relevant stocks reveals investment opportunities before and after the IPO.

Bankless Founder Narrative: Why Did I Sell All My ETH?

Not because I am bearish on ETH, but because I believe the argument that "ETH is currency" is outdated.

Vitalik's New Article: The Foundation is Just an Ordinary Node, Maintaining ETH Value Relies on "Whales" Stepping Up

"I personally have nearly 90% of my money in ETH, and the remaining 40 million in on-chain fiat has been donated to various open-source biotech, software, or hardware projects."

The Base Craze is Coming, How to Use GMGN to Discover New Opportunities?

The article introduces how to use the GMGN platform for meme coin trading within the Base ecosystem. It includes basic setups, smart money tracking, narrative discovery, and building a personal tracking system. By monitoring KOLs and smart money addresses, and setting up real-time alerts, one can efficiently capture hot narratives and trading opportunities.

Understanding Bound in One Article: The "Multisig + Time Lock" Escape Mechanism and Off-Chain Matching Black Box

A breakdown of its 2-of-2 fund self-custody logic, MEV risks behind CEX-level matching, along with practical pitfalls guide.

Web3 Affairs

Reconstructing Ethereum Valuation: Why is the Transaction Fee Model Incorrect and "Vault Logic" is the Future?

Currently, Ethereum protects $250 billion in assets, but only $72 billion of ETH is staked. Based on security factor calculations, ETH should be valued at $6,900.

Reviewing the Most Volatile Crypto Assets in the Last Year and a Half: Zcash Shines in 2025, Venice Leads in 2026

Privacy coins, exchange tokens, and AI projects have taken turns in becoming market highlights.

Reddit Hot Post: Crypto Opportunities Have Long Disappeared, but No One Wants to Admit It

Don't count on the classic altcoin season; there might only be selective strong performances in very few narratives.

When Contracts Become Memecoins: alt.fun, HyperEVM and the HYPE Surge Spiral

You think you are playing Meme, but you are actually helping Hyperliquid open contracts.

Who Will Take the Lead? After Losing the "Big Brother," How Does Ethereum Move Forward in the Post-Foundation Era

The Ethereum Foundation actively steps back; Vitalik responds to market controversies by stating that maintaining ETH prices is not his responsibility. In the post-foundation era, amid a downturn, how Ethereum can reform its path to trigger an uptrend is a matter of greater concern in the market.

Behind NEAR's Doubling: Three Major Windfalls Become Price Engines

NEAR tokens have independently surged, driven by AI narrative and privacy public chains, with the Intents transaction fee buyback mechanism helping, pushing the market cap back above $3 billion.

Key Information

• ApeCoin Restructures Operational Framework: Head of ApeCo Resigns, Core Team Merges with Yuga Labs

• Strategy Deposited 411 BTC into Coinbase Prime, Approximately $30.3 Million

• Market News: SpaceX is Lowering IPO Valuation Target to at Least $1.8 Trillion

• Standard Chartered Reiterates ETH Target Price of $4,000 by Year-End and $40,000 by 2030

• Anthropic Completes $65 Billion Series H Financing, Post-Funding Valuation Reaches $96.5 Billion

• Grayscale's Hyperliquid ETF is Negotiating a "Seed" Investment of Approximately $11.5 Million in HYPE Tokens

• Bit Digital Spent $20 Million to Increase ETH Holdings, Currently Down Approximately $3 Million

• VanEck Launches the First Spot BNB ETF VBNB in the United States

• U.S. Core PCE Hits Near Two-and-a-half-Year High in April

• Trend Research Has Cut Losses in UNI and COMP, Realizing a Loss of $40.29 Million

• Clearing Giant DTCC Will Connect Tokenized Securities to the Stellar Network, Planned for 2027 Launch

• J.P. Morgan is Hiring a Vice President of Crypto Research, With a Maximum Annual Salary of $285,000

• Trump Appoints Former U.S. Attorney General Bondi to the White House AI Advisory Council

• A Whale Invested in Micron Technology (MU) for Two Months, Turning $4.33 Million into $13 Million

• Someone Destroyed 107 BTC After Remaining Silent for 11 Years, Worth Approximately $8.3 Million

• FTX Announces Next Round of Compensation Registration Date as June 16, Compensation Starting July 31

• TD Cowen: Due to Deteriorating Political Environment in the U.S., Likelihood of Passing the CLARITY Act This Year is Reduced

• Micron Technology's Total Market Value Exceeds $1 Trillion

• BitMine Increased Holdings by 111,900 ETH Last Week, Total Holdings Surpassed 5.39 Million ETH

• Strategy Used $1.38 Billion in Cash to Repurchase $1.5 Billion of Convertible Bonds Due in 2029, Did Not Increase Bitcoin Holdings Last Week

• Arthur Hayes: Currency Privacy Will Be "Very Necessary," Hence Holding Zcash as the Second Largest Holding

• Related Addresses of the Project Holder Sold 253 Million ESPORTS Within Nearly 11 Hours, Accounting for 28% of the Total Token Supply

• Ondo Finance Founder Nathan Allman Unexpectedly Passed Away, President Ian De Bode Takes Over as CEO

• HYPE's Market Cap Surpasses DOGE, Ranking Ninth in Cryptocurrency Market Cap

• An OG Miner from Satoshi Era Deposited 2,650 BTC into FalconX and Cumberland, Worth $203 Million

• Two Wallets Silent for Over a Year Deposited 1,650 BTC into FalconX, Approximately $127 Million

• Vitalik: The Ethereum Foundation Will "Downsize," Reducing ETH Selling Volume

• ETH Technical Alert: If BitMine Holdings Decline Further, Losses Could Exceed $10 Billion

• Stablecoins USDR and EURR Decouple, EURR Down 20%

• a16z Has Accumulated 5.93 Million HYPE This Year, Floating Profit of $86.72 Million

• Bitmine Selected for Preliminary Russell 3000 Index in 2026

• Wosh Sworn in as Chairman of the Federal Reserve

• Tiger Securities: Subsidiary Fined 308.1 Million Yuan by Beijing Regulatory Bureau

• Futu Holdings: The China Securities Regulatory Commission Proposed Total Penalty of Approximately 1.85 Billion Yuan Against the Company and 1.25 Million Yuan Against the Company's Founder

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