「Stock God」 Serenity: Bullish on Semiconductor Foundry XFAB, European CPO Strategy May Be Market Undervalued
June 6 — The so-called "Stock God" Serenity shared in a post that they’re bullish on semiconductor foundry XFAB (also known as PhotonixFAB), arguing the company has what it takes to become the next early-stage TSEM (Tower Semiconductor). Right now, its market cap sits around $1.4 billion — a valuation that doesn’t yet account for its long-term upside in the Co-Packaged Optics (CPO) space.
Serenity noted XFAB is gearing up for a major commercial turning point in CPO by the second half of 2027, leveraging technologies like Mask Transfer Printing (MTP) and Thin Film Lithium Niobate (TFLN). ASX filings also list PhotonixFAB as a key player in the CPO segment.
They added that NVIDIA is currently testing XFAB’s transceiver and switch solutions to verify if they’re feasible for mass production, with Nokia handling the associated specification development and assembly. If the European supply chain — including Smartphotonics — works as planned, XFAB could land long-term orders from NVIDIA, fo
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Tether Appoints Independent Director to Twenty One Capital Board, Restoring Full Audit Committee Structure
On June 6, stablecoin issuer Tether announced it has appointed a new independent director to the board of Bitcoin reserve firm Twenty One Capital (XXI) to fill an open audit committee seat.
The company confirmed the appointment meets independence standards laid out by the U.S. SEC’s Rule 10A-3 and NYSE listing requirements.
The vacancy emerged after Tether acquired SoftBank Group’s stake in XXI on May 20. Once their shared governance agreement ended, all SoftBank-nominated directors resigned—including one audit committee member.
Twenty One Capital currently holds over 43,500 Bitcoins and operates as a vertically integrated Bitcoin company, with business lines spanning mining, asset reserves, capital markets, and financial services.
Tether CEO Paolo Ardoino noted XXI is building what will be one of the world’s leading Bitcoin enterprises. “Our top priority here is ensuring the board has an independent oversight framework compliant with SEC and NYSE rules, to match the strength of it
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The U.S. House of Representatives Passes Resolution Limiting Trump's Military Action Against Iran, But It Is Not Legally Binding
WASHINGTON, June 6 — The U.S. House of Representatives passed a war powers resolution this week, with 215 votes in favor and 208 against, that demands President Trump halt military actions against Iran conducted without congressional approval. Four Republican lawmakers crossed party lines to join Democrats in advancing the measure.
Even though the House cleared the resolution, it is a concurrent resolution — a type that, even if approved by the Senate, carries no legal force, leaving Trump under no obligation to abide by its terms. White House officials have labeled such concurrent resolutions inherently unconstitutional, stating Trump will continue acting under his constitutional authority as commander-in-chief.
Trump later posted on Truth Social to characterize the vote as “meaningless,” accusing Democratic supporters of the resolution and the four GOP defectors of seeking to undermine his authority during Iran war negotiations.
Per standard procedure, the House-passed resol
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Trump Criticizes Obama's Iran Nuclear Deal Again, Experts Say It Once Effectively Restricted Iran's Nuclear Program
WASHINGTON, June 6 — Former U.S. President Donald Trump renewed his criticism of the 2015 Iran Nuclear Deal (JCPOA) in a recent interview, calling the agreement "almost equivalent to giving Iran a nuclear weapon." He added that any future U.S.-Iran nuclear deal would be "far superior to the Obama-era agreement."
However, several U.S. non-proliferation experts point out that while the JCPOA was not flawless, it successfully constrained Iran’s uranium enrichment activities and established the strictest international nuclear inspection mechanism to date. Ernest Moniz, former U.S. Secretary of Energy, noted that the agreement’s most significant achievement was a major boost in transparency, granting the International Atomic Energy Agency (IAEA) unprecedented oversight of Iran’s nuclear facilities.
Reports indicate that after the Trump administration withdrew from the JCPOA in 2018, Iran gradually breached the pact’s restrictions, significantly expanding its enriched uranium stockpile and
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A leverage whale today increased its position by 93,300 ETH at $1,633, with a liquidation price of $1,356.
June 6 – Per EmberCN’s monitoring data, a crypto whale purchased $24 million worth of ETH just 20 minutes ago. Over a span of just over a day, the whale spent a total of $152 million in USDT to acquire 93,330 ETH at an average price of $1,633 per ETH.
The whale’s total ETH holdings now reach 167,400 units, valued at $261 million overall. The liquidation price for these positions is set at $1,356, meaning the current ETH price is $200 above this threshold.
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Monad is planning to reduce the consensus block time to 300 milliseconds to accelerate the block confirmation speed.
June 6: The Monad development team at Category Labs has proposed MIP-12, which would shorten the network’s consensus vote pace from the current 400 milliseconds to 300 milliseconds—aimed at accelerating block confirmation speeds and improving consensus efficiency.
The proposal includes multiple parameter adjustments: the transaction cap will be reduced from 5,000 to 3,750 transactions, the block proposal gas limit will drop from 200 million to 150 million, and the proposal byte limit will be lowered from 2 million bytes to 1.5 million bytes. To align with the faster block generation cadence, the block reward will also be cut from 25 MON per block to 18 MON.
Category Labs clarified that these changes won’t impact client-side execution, but they require a hard fork to implement due to consensus layer parameter modifications. The proposal argues a faster voting pace will help secure a quorum more quickly, speeding up block formation. As of now, MIP-12 remains in the draft stage.
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