Bitwise purchased 77,097 HYPE tokens via FalconX 1 hour ago

**June 16 Industry Update: NVIDIA Expands Supply Lock Strategy to CW Lasers** Serenity’s June 16 report notes NVIDIA has fully secured all available EML production capacity, triggering an industry-wide supply bottleneck. The chipmaker is now deploying the same strategy to lock up continuous-wave (CW) laser capacity—primarily through partnerships with LITE and COHR, plus potential long-term supply agreements with MRVL and Celestial. Meanwhile, AMD is urgently racing to source CW laser supplies, but AMD, Amazon (AMZN), Meta (META), and other hyperscalers reacted too slowly, leaving them facing severe supply constraints. Per Serenity’s supply chain analysis: Top players like Lumentum and Coherent are already tied to EML contracts, leaving very few independent merchant suppliers (including AAOI, MTSI, and SIVE). This has intensified competition for limited remaining resources, positioning independent CW laser-focused firms AAOI and SIVE as key beneficiaries.

On June 16, according to Hyperinsight’s monitoring, trading volume linked to SPCX (SpaceX) in the cryptocurrency market exceeded $5.4 billion over the past 24 hours. For comparison, SpaceX’s trading volume on Nasdaq stood at $46.9 billion, meaning SPCX accounted for 10.3% of that total. By platform, Binance ranked first, contributing approximately $3.2 billion in trading volume; Trade.xyz followed with around $1.1 billion. Over the same 24-hour period, Trade.xyz’s total trading volume hit $3.2 billion, with a position size of $2.93 billion—accounting for 36.8% of Hyperliquid platform’s overall trading volume. Note: Crypto market transactions are mainly contract-based. When calculated without leverage, actual trading volume may decline. However, compared to SpaceX’s US stock trading on Nasdaq, SPCX remains the most prominent asset in the cryptocurrency market.

June 16: The U.S. Federal Bureau of Investigation (FBI) issued a seizure notice listing multiple assets seized by federal authorities and now subject to federal forfeiture. Individual valuations of these assets have been calculated, with total related cryptocurrency holdings reaching roughly $1.9 million—about $1.7 million of which is Tether (USDT). Additional seized assets include Bitcoin (BTC), Ethereum (ETH), Binance Coin (BNB), Solana (SOL), Ripple (XRP), and other digital currencies, tied to platforms or accounts like Tether, Coinbase, and Binance. The assets were seized over alleged violations of federal law; any ownership claims, requests for relief, or objections must be filed following the notice’s specified procedures.

June 16 – Per data from prediction market platform Predict.fun, the 2026 FIFA World Cup group stage match grouping the U.S., Canada, Mexico, and France will kick off at 3:00 a.m. Beijing Time on June 17, concurrent with a France vs. Senegal showdown. In the latest market odds, the French squad, packed with top talent like Mbappé and Dembélé, carries a 67% win probability.

On June 16, the latest episode of the BG2 podcast featured Gavin Baker, who noted that xAI’s cloud computing business could emerge as one of Elon Musk’s most underrated growth engines within his broader business ecosystem. BG2, a tech and investment podcast hosted by Brad Gerstner and Bill Gurley, counts an audience primarily made up of participants from Silicon Valley’s startup, venture capital, and public market investment spaces. Baker—founder and CIO of Atreides Management, a hedge fund focused on tech stocks, AI, and infrastructure investments—cited Clark’s analysis during the show, stating that the cloud computing deal between xAI and Google is projected to generate higher operating profit per gigawatt of computing power than comparable segments at Anthropic, Meta, Google, and OpenAI. He also shared Freda’s estimate that Colossus 1, xAI’s core computing project, has an internal rate of return (IRR) of roughly 55%. Baker highlighted the strong financial logic at play here: finan

**June 16** — On the latest episode of the BG2 podcast, Brad Gerstner, founder and CEO of Altimeter and co-host of the Silicon Valley investment-focused show alongside former Benchmark general partner Bill Gurley, labeled SpaceX a "must-buy, must-hold" asset for institutional investors. His core reasoning: the space giant sits at the unique intersection of two high-growth, in-demand sectors—the global space economy and surging demand for artificial intelligence (AI) compute. BG2, a Silicon Valley podcast covering tech, markets, investing, and capitalism, pairs Gerstner—a long-focused technology growth investor whose work centers on cloud computing, AI, and high-growth tech names—with Gurley, a respected industry veteran. Gerstner explained that for anyone betting on the trajectory of artificial general intelligence (AGI), it’s critical to recognize two key points: first, the global compute capacity needed to advance AGI will far outpace current market expectations; second, the ec