Last week, funds have flowed into #Bitcoin, #Ethereum, and #Hyperliquid.

June 15 – Per Bitget market data, Japan’s Nikkei 225 index closed up 3,297.46 points, a 4.99% jump, at 69,317.50 points, hitting a new all-time high. South Korea’s KOSPI index closed 419.8 points higher, a 5.17% increase, finishing at 8,543.42 points. Samsung Electronics rose 4.5% today, while SK Hynix rallied 6.42%.

June 15: U.S. stock futures extended their gains, per market data. Nasdaq 100 Index futures climbed 2%, S&P 500 Index futures advanced 1.3%, and Dow Jones futures rose 1%.

On June 15, Serenity, widely known as the "White-Haired Stock Guru," posted on social media: "I did say that Foosung (stock code: 093370) would emerge as a major beneficiary of export control bottlenecks between China and Japan. While most investors are still targeting a 7.5% index-linked return, Foosung could rally 21% in a single day by capitalizing on this bottleneck opportunity." Per market data, South Korea’s Foosung surged 21% intraday to 22,800 Korean won. It is reported that Foosung is a leading South Korean fluorine chemical firm and a key, low-profile player in the semiconductor materials supply chain. Its core operations focus on manufacturing specialty gases for semiconductors, secondary battery materials, and refrigerants, with fluorine chemicals forming its foundational business. The company is a direct supplier to Samsung Electronics and SK Hynix; as a major global provider, its tungsten hexafluoride accounts for roughly 10% of the world’s total supply.

June 15 marks Kevin Wash’s first rate-setting meeting as Chairman of the Federal Reserve—and the market is laser-focused on whether the central bank will shake up its policy framework fundamentally. While U.S. consumer confidence has ticked up from a historic low to 48.9, one-year inflation expectations stay anchored at a lofty 4.6%. European Central Bank officials have also warned that price pressures could persist long-term even after geopolitical conflicts ease. Against this backdrop of sticky, higher-than-expected inflation, Wash—who previously pushed for rate cut adjustments—is now facing growing hawkish resistance within the Fed. On the policy front, the market isn’t just watching interest rates: it’s also closely monitoring whether the Fed will abandon the communication patterns it’s used for over a decade. Wash has long criticized the so-called “dot plot” of rate projections and overly granular forward guidance, even advocating for balance sheet reduction to replace some inter

June 15 – Morgan Stanley’s latest research points out that power shortages have escalated from a secondary supporting issue to a core bottleneck holding back AI infrastructure development. Delivery lead times for power transformers have surged from 12–16 weeks pre-pandemic to 128–144 weeks today. The U.S. backlog of new energy grid connections has exceeded twice its existing installed capacity, and a projected shortage of 300,000 electricians over the next decade, plus 43% of data centers being located in high water-stress areas, are all combining to slow computing power expansion. Power system growth is far slower than data center construction, as transmission networks and key equipment supply chains have much longer cycle times. The average delivery time for power transformers now hits 128 weeks, with generator step-up transformers taking around 144 weeks—up from 12–16 weeks before the pandemic. This means even if AI data centers complete funding, site selection, and equipment procu

June 15 — According to Israel’s Channel 12, Israeli National Security Adviser Meir Ben-Shabbat said, “Trump’s agreement ‘is not binding on us’.” Israel is an independent, sovereign state that does not take orders from the United States. It cannot withdraw from any territory it has occupied or cleared, nor will it stay quiet in the face of aggression against Israel. Ben-Shabbat emphasized that Israel must resolutely dismantle Hezbollah.