「White-Haired Stock God」: Market Should Support Key US AI Supply Chain Companies such as AAOI and Intel, Rather than Taking a Bearish View
June 12 — Market figure Serenity, widely known as the "White Hair Stock God," posted online urging U.S. market participants to back key domestic companies like AAOI instead of shorting them.
Serenity stressed that the U.S. should focus on strengthening critical AI infrastructure—from laser wafer manufacturing to final production—rather than continuing to outsource transceiver supplies to Asian regions like Malaysia and Thailand. Firms including AAOI, Intel (INTC), IQE, XFAB, Micron (MU), WOLF, SOI, and SIVE are vital to Western supply chains, she noted, and are receiving targeted subsidies to enhance regional supply chain security.
Historically, a common trading tactic has involved shorting emerging U.S. or Western stocks while hedging with subsidized overseas companies. But Serenity pointed to past bankruptcies in the energy and solar sectors as evidence this model has inflicted long-term damage on U.S. AI infrastructure and power grids. She is pushing for a shift in this mindse
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CNN: US Department of Defense Incident Was a False Alarm
June 12: According to CNN, the incident at the U.S. Department of Defense has been confirmed as a false alarm.
Earlier reports had indicated a possible hazardous materials incident at the Pentagon, with firefighters dispatched to the scene. Personnel across multiple building floors were evacuated, and the entire U.S. Department of Defense facility was placed on lockdown.
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Binance Launches bStocks: Disrupts Hyperliquid 24/7 US Stock Trading Dominance, Takes Lead in Tokenized Securities Market入
On June 11, following Binance’s official launch of tokenized securities bStocks, U.S. stock trading is converging even further toward the nonstop trading model that defines crypto assets. Unlike traditional exchanges like the New York Stock Exchange (NYSE) and NASDAQ, bStocks can be traded 24/7 on Binance’s spot market—covering after-hours windows outside regular U.S. stock market hours, plus weekends, holidays, and other periods when traditional markets close. The initial bStock listings include five assets: NVIDIA, Tesla, Circle, Micron, and SanDisk. To access bStocks, users first hold the underlying U.S. stocks via Binance’s stock trading platform, then convert those holdings to bStocks at a 1:1 ratio. Conversions back to original stocks are allowed anytime, with no lock-up periods or conversion fees.
Before Binance’s move, 24/7 U.S. stock trading was a core advantage in the Hyperliquid ecosystem, with on-chain trading platforms like trade.xyz and Ventuals leading this space. For e
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CME FedWatch: Fed Rate Hike Probability Reaches 69%
June 11 update: Data from CME Group’s FedWatch tool shows the probability of the Federal Reserve raising interest rates at least once this year is 69%. Breaking down expected hike sizes: a 43.4% chance of a 25 basis point increase, 21.2% for a 50 basis point hike, 4.1% for a 75 basis point move, and 0.3% odds of a 100 basis point rise.
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NFT mortgage lending platform NFTfi to shut down frontend and cease operations on August 31
On June 11th, NFTfi—an NFT mortgage lending platform—officially announced on Platform X that ongoing struggles in the NFT market mean its projected revenue can’t keep pace with operating costs, leading the company to gradually wind down the project over the coming months.
Effective immediately, the platform will stop accepting new loan originations. For existing loans, borrowers can refinance through July 31st, and all outstanding loan balances must be repaid by August 31st. Every existing loan will be honored exactly as laid out in their original terms.
NFTfi will cease all operations and take its frontend website offline on August 31, 2026. The smart contracts will continue to run autonomously on the blockchain, letting users still repay loans and claim their collateral directly through these contracts. Before the shutdown date, the platform will release detailed step-by-step guides for interacting with the smart contracts directly, and its Discord server will stay active during th
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