10 #Bitcoin ETFs outflows 4,964 $BTC(-$458.3M) and 9 #Ethereum ETFs outflows 4,701 $ETH(-$15.21M) yesterday.

May 30 — According to MLM Monitor, three days ago, an address suspected to be linked to a hacker group withdrew roughly $29.3 million in USDC from Coinbase and subsequently swapped those funds for DAI. The following day, that same address converted some of its DAI back to USDC before purchasing Monero (XMR) via multiple related wallets. The associated address accumulated approximately 23 million XMR, pushing Monero’s price up nearly 15%. Currently, these addresses still hold about $4 million in DAI on-chain, with no further XMR accumulation observed as of press time.

On May 30, monitoring from crypto analytics tool GMGN shows that POD (dphn.ai), a token from the Base ecosystem, saw a sharp rally of over 35% today, pushing its market cap above $137 million. The token’s 24-hour trading volume reached $1.2 million. Back on May 12, AI laboratory Dolphin announced that all protocol revenue would be used to buy back POD tokens from the open market. Holders can stake their POD in the xPOD treasury to earn rewards. The Dolphin Network uses a Peer-to-Pool architecture to repurpose idle GPUs: each AI model runs in a dedicated GPU pool, with tasks assigned randomly to network nodes—there’s no direct buy/sell order book matching. Nodes earn POD rewards from the protocol treasury based on the number of inference tokens they process. Users can purchase credits directly from the protocol, with support for payments in POD, ETH, BTC, USDC, XMR, and ZEC. All protocol revenue is earmarked for POD buybacks to directly offset inflation. POD holders who stake their t

May 30 — On-chain sleuth ZachXBT disclosed approximately seven hours ago that Circle, USDC’s issuer, is suspected of blacklisting Zama’s confidential USDC (cUSDC) contract address on the Ethereum network. About $12.6 million in funds held within the contract are currently frozen, and the related assets cannot be transferred or utilized at this time. As of this update, neither Circle nor Zama’s official team has released a detailed explanation for the incident.

On May 30, self-proclaimed "Stock God" Serenity published an article with a significantly bullish take on Sivers Semiconductors’ earnings call, claiming the company’s growth trajectory is shifting from customer validation to a phase centered on capacity and supply constraints. When it comes to clients and orders, the post highlighted that Sivers’ plug-and-play collaboration with Jabil is fueling greater demand for optical transceiver modules, with Innolight, Eoptolink, and other optical module manufacturers marked as potential winners. For capacity and the supply chain, the article noted that beyond its partnership with Win Semiconductor, Sivers is also ramping up laser diode capacity and exploring new collaborations. Citing management’s statement that they will share more details with the market “when the time is right,” Serenity speculated that capacity constraints could ease further down the line. On customer order momentum, the post pointed to “volume production orders coming fr

As of May 30th, according to Farside data, the cumulative net outflow of U.S. spot Bitcoin ETFs this week reached $14.156 billion, with detailed breakdowns per product as follows: - IBIT: $9.663 billion in net outflows - GBTC: $1.72 billion in net outflows - FBTC: $1.691 billion in net outflows - BITB: $46.3 million in net outflows - ARKB: $24.7 million in net outflows - MSBT: $1 million in net outflows - Grayscale BTC: $33 million in net outflows

On May 30, Serenity—known as the "New God of Stocks"—released an analysis stating that market expectations for Sivers Semiconductors have gone through multiple rounds of reassessment. This process started with early doubts about the company’s customer structure (when its market cap stood at roughly $1.5 billion), shifted to concerns over its execution capabilities (at a market cap of around $6 billion), then moved to questions about its market share and competitive landscape (at ~$12 billion), and has now evolved into discussions about revenue growth and partner capacity expansion. The analysis identifies potential customers for Sivers Semiconductors as including Jabil, Ayar Labs, Apple’s related supply chain, defense clients, and firms in the data center and optical communication industry chains such as Marvell Technology. It also mentions the supply chain systems of Lumentum Holdings, Broadcom, and SpaceX. The post further notes that Sivers Semiconductors’ order pipeline has achiev