10 #Bitcoin ETFs outflows 2,152 $BTC(-$201.21M) and 9 #Ethereum ETFs outflows 45,684 $ETH(-$148.11M) yesterday.

After SIVE’s earnings report, Serenity published an article systematically outlining its bullish thesis on the scaling of optical interconnects and co-packaged optics (CPO) between 2027 and 2028. Pluggable module segment: JBL has confirmed 1.6T LRO, with orders placed in H1 2027 and ramp-up in H2, potentially serving multiple hyperscalers. Three other module manufacturers are evaluating the opportunity, while three more are conducting supply assessments. Reference design segment: GlobalFoundries’ SCALE has confirmed potential CPO customers including AMD and other hyperscalers. External light source and optical engine segment: POET, O-Net, and SemiNex are confirmed players, while AEVA is a potential match. For 2028 Optical I/O: Ayar Labs has confirmed potential integrations with AMD, Alchip, hyperscaler ASICs, and NVIDIA NVLink. Marvell Celestial, Lightmatter, and Lightelligence are listed as potential customers. The same period may also see TFLN-related projects such as Apple’s next-generation wearables. Serenity cites Goldman Sachs data showing the total addressable market for CPO will grow from near zero to roughly $91 billion by 2028. Morgan Stanley has named Sivers, LITE, and COHR as key laser suppliers for CPO. But Serenity’s criticism of SIVE is equally sharp: the company has not clearly communicated the economic scale of the 2027-2028 optical scaling cycle to Western and U.S. institutions. SIVE should position itself as a next-generation, high-growth global laser optics company targeting hyperscalers, rather than framing its narrative around backward-looking metrics like "current small revenue and ongoing losses". SIVE should be viewed as a high-elasticity play in the 1.6T and CPO optical transition cycle between 2027 and 2028.

According to GMGN market data, crypto KOL @XXAntiWar chased the rally to buy 17.56 million units of "Niulai" when its market cap stood at around $86 million. After Binance announced it will list Niulai derivatives contracts, his unrealized gains once exceeded 47%, peaking at $860,000, and currently standing at $210,000. The cost of his position is approximately $1.514 million. Earlier, on-chain analyst Yu Jin monitored that 5 hours ago, two addresses suspected to belong to crypto KOL @XXAntiWar chased the rally to purchase Niulai when its market cap was around $86 million: - Address 0x90c1 used 1,540 BNB (valued at ~$1.067 million) to buy 12.25 million Niulai; - Address 0xfe57 used 645 BNB (valued at ~$447,000) to buy 5.31 million Niulai. BlockBeats reminds users that most meme coins lack real-world use cases, are subject to extreme price volatility, and investment in them requires caution.

According to monitoring by OnchainLens, Cumberland has transferred 170,000 HYPE tokens to a trading platform, valued at approximately $14.09 million, and is set to sell the tokens on behalf of its clients.

Binance will launch a USDT-margined perpetual contract for Chinese meme token "Niu Lai". The contract will go live today at 19:30 (UTC+8), with a maximum leverage of 10x.

According to GMGN market data, the Meme coin "Niu Lai" on the BSC blockchain briefly surged past a market cap of $127 million, hitting a new all-time high. It is currently trading at $98 million, with a 24-hour increase of over 77% and a 24-hour trading volume of $30.9 million. Binance will launch the U.S. dollar-margined perpetual contract for "Niu Lai" at 19:30 today (UTC+8), supporting up to 10x leverage. BlockBeats reminds users that most Meme coins have no practical use cases, are highly volatile, and investment in them requires caution.

According to on-chain analyst Yu Jin Monitoring, two addresses suspected to belong to crypto KOL @XXAntiWar bought the "Niu Lai" token during a rally when its market capitalization was approximately $86 million five hours ago. The addresses spent a total of around $1.514 million to acquire 17.56 million "Niu Lai" tokens. Specifically: Address 0x90c1 used 1,540 BNB (valued at ~$1.067 million) to purchase 12.25 million "Niu Lai" tokens; Address 0xfe57 used 645 BNB (≈$447,000) to buy 5.31 million "Niu Lai" tokens. Meanwhile, "Niu Lai"’s market cap today surged from roughly $55 million to a peak of $98 million.