Headline
F2Pool co-founder Wang Chun's associated wallet added to ETH positions three times in June, with unrealized profits of approximately $8.64 million.
In June, the wallet associated with Wang Chun, co-founder of F2Pool, made three consecutive purchases of Ethereum. Specifically, the Hong Kong address acquired 9,719 ETH on June 5, 17,560 ETH on June 6, and an additional 15,740 ETH on June 12, demonstrating a consistent pattern of gradual accumulation.
Based on the average execution price of each trade, the overall unrealized profit from this series of operations is approximately $8.64 million after ETH rebounded to around $1,810.
SpaceX (SPCX.O) rose 19% at the opening of U.S. equities trading on Monday, with its market capitalization surpassing $2.5 trillion.
SpaceX (SPCX.O) rose 19% at the opening of U.S. equities on Monday, with its market capitalization exceeding $2.5 trillion. However, SpaceX (SPCX.O) gained 10% in after-hours trading; if this gain is maintained until the U.S. market opens on Tuesday, its market capitalization will surpass Amazon (AMZN.O).
Media report that Trump and Vance have signed a memorandum of understanding between the U.S. and Iran.
According to Reuters, U.S. President Trump and Vice President Vance have signed the U.S.-Iran memorandum of understanding, and the Speaker of the Islamic Consultative Assembly of Iran has also signed it.
Industry News
Iran states that the access routes to the Strait of Hormuz remain closed and announces it will charge fees for shipping services related to the Strait of Hormuz.
Iran has been informed that, over the past more than 96 hours, the Islamic Revolutionary Guard Corps Navy has not issued any transit permits. Until further notice, all vessel traffic through the Strait of Hormuz is closed. Previously, vessel tracking data from the international maritime information platform "MarineTraffic" showed that the LNG carrier "Dish" passed through the Strait of Hormuz into the Gulf of Oman on the 15th. To date, the "Dish" remains the only large energy transport vessel to have transited the Strait of Hormuz on the 15th.
Meanwhile, Iranian Foreign Ministry spokesperson Baghaei stated that Iran will be responsible for managing safe passage through the Strait of Hormuz during a “specific period” and will charge fees for related shipping services.
Trump will deliver a keynote speech on July 4.
U.S. President Trump stated that he will deliver a keynote speech on July 4.
Project Highlights
SpaceX raised approximately $85.7 billion in its initial public offering.
SpaceX (SPCX.O) disclosed that the underwriters exercised their option to purchase an additional 83.33 million shares. SpaceX raised approximately $85.7 billion in its initial public offering.
Strategy disclosed an increase of 1,587 bitcoins last week.
Market消息称:Strategy disclosed that it increased its Bitcoin holdings by 1,587 BTC last week, with an average purchase price of $63,024, totaling approximately $100 million.
Controversy over the Anthropic ban intensifies: Executives from NVIDIA and other major companies jointly call for relaxed model restrictions.
Senior cybersecurity executives from major U.S. companies, including NVIDIA and Adobe, have requested the Trump administration to lift restrictions on Anthropic’s most powerful AI models, arguing that these bans hinder efforts to prevent the spread of digital attacks.
Kalshi develops an AI agent named "Harrison" to stress-test prediction market contracts and betting logic.
The prediction market platform Kalshi is internally deploying an AI agent system called "Harrison" to optimize its prediction market contract design and conduct stress tests on betting outcomes, reducing risks of errors and ambiguities in high-volume trading. According to co-founder Luana Lopes Lara, the AI tool is already being used to handle critical internal processes across millions of daily platform trades, focusing on addressing the complexity of wording and rules in event contracts such as political elections, sports events, and award outcomes.
Investment and financing
AI server intermediary platform Hydra Host raises $100 million, led by Kindred Ventures
Data center software startup and AI server intermediary platform Hydra Host has raised $100 million in funding, achieving a post-money valuation of nearly $800 million. The round was led by Kindred Ventures, a venture capital firm. Other investors in this round include Nvidia, ARK Invest, Magnetar Capital—an early investor in CoreWeave—as well as existing shareholders Founders Fund and Flume Ventures.
Digital payment platform Interchecks has completed a $50 million Series C round led by Bettor Capital.
Digital payments platform Interchecks has announced the completion of a $50 million Series C funding round, led by Bettor Capital, with participation from Commerce Ventures, Decades Holdings, and Thayer Street Partners. The company primarily serves use cases including account transfers, neobanks, brokerage platforms, and crypto wallet funding, enabling enterprises to perform real-time deposits into compliant accounts via debit card credentials, while leveraging an integrated risk management system to ensure fast and secure fund transfers. Interchecks currently maintains partnerships with global payment networks such as Visa and Mastercard.
Latin American cross-border payment app El Dorado completes $9 million Series A funding led by Paradigm
Latin American cross-border payment app El Dorado has completed a $9 million Series A funding round led by venture capital firm Paradigm, with participation from Coinbase Ventures and Verda Ventures. The company highlights its current focus on growth through “non-mainstream payment corridors” such as Brazil and Bolivia, and currently operates in 12 countries, including Argentina, Brazil, and Colombia, serving over 100,000 active users and processing 5 million transactions.
Voice of the person
“White-Haired Stock God” Serenity: Three major tech themes are progressing, with photonics and storage likely to become the next key focus.
“White-Haired Stock God” Serenity posted on X that the three investment themes she previously identified—Neoclouds, Photonics, and Memory—are gradually being validated in the market, as evidenced by the performance of individual stocks. Looking at the price movements of assets such as AAOI, EWY, and NBIS, the related industrial chains are entering an accelerated phase of differentiation, with some securities already reaching all-time highs.
Serenity also noted that IREN has shown relatively stagnant performance under sustained ATM issuance pressure of approximately $6 billion, while Nebius has continued to strengthen, creating a clear divergence. The market’s core lies in anticipating the main thematic trends and concentrating allocations in the right sectors; however, even with the correct software direction chosen, returns may fall short of expectations due to structural market differences.
Looking ahead, Serenity believes photonics technology is still in its early stages but has significant long-term potential; Nebius has the potential to become the "AWS of cloud computing," while Micron (MU), SK Hynix, and Samsung Electronics could see industry-wide revaluation potential driven by structural memory demand, similar to NVIDIA.

