Binance Futures will delist PONKE, SWELL, and QUICK

June 5 – Leading research firm SemiAnalysis published a report yesterday revealing that NVIDIA’s next-generation AI server cluster, codenamed Rubin NVL72, is undergoing a major adjustment to its memory configuration. To address supply chain bottlenecks and ensure the Rubin racks are delivered on schedule, the total capacity per individual rack has been abruptly cut from the original 55TB to 28TB. Additionally, most Rubin systems will now use 96GB SOCAMM modules instead of the initially planned 192GB units. Though SemiAnalysis founder, CEO, and Chief Analyst Dylan Patel later clarified that “this is not a disaster” and emphasized the report was never meant to stoke fear, the market reacted sharply. Micron’s shares plummeted 7.7% in yesterday’s trading, and South Korea’s SK Hynix opened down 8.32% today.

On June 5th, AAOI posted a contrarian 10% price gain yesterday. Dubbed “The Stock God,” trader Serenity commented that AAOI has been one of his go-to dip-buy positions since the stock hit $28. Driven by robust demand for its 800G and 1.6T optical transceivers, AAOI could see its stock price double—or even triple—if the company delivers on its execution goals. Additionally, should the rumored partnership with AMD and NVIDIA (NVDA) pan out, supply chain bottlenecks could push average selling prices (ASP) higher and drive margin expansion—two factors the market has not yet fully priced into AAOI’s current valuation.

On June 5, quantum computing firm Quantinuum made its public debut. During its first day of trading, the stock dipped briefly below its pre-market level before closing at $60.36—a modest 0.6% gain over its initial public offering (IPO) price. Formed via a merger of Honeywell’s quantum computing division and Cambridge Quantum, Quantinuum ranks among the world’s most highly valued quantum computing companies. The firm will trade on the Nasdaq stock exchange under the ticker symbol “QNT”.

On June 5, data from Onchain Lens shows a new wallet address has once again withdrawn 5 million "Binance Lives" tokens from Binance. The address now holds a total of 11 million of these tokens, worth approximately $7.85 million. For context, last night, this same address withdrew an additional 6 million "Binance Lives" from Binance.

On June 5, Multicoin Capital deposited $5.28 million worth of ENA tokens—totaling 56.116 million individual tokens—into Galaxy Digital and BitGo, per Onchain Lens monitoring.

**June 5 Update: Critical Zcash Orchard Pool Vulnerability Discovered, Fixed** On June 5, Zcash founder Zooko announced that security researcher Taylor Hornby uncovered a critical counterfeiting flaw in the Zcash Orchard shielded pool on May 29. Hornby reported the vulnerability to the Zcash Open Development Lab (ZODL), which coordinated an emergency cross-ecosystem response. A fix for the issue was completed on June 2. Shielded Labs confirmed the vulnerability is real and exploitable. Hornby’s exploit code, built in a local testing environment, can generate unlimited, undetectable counterfeit ZEC. Because of Orchard’s privacy features, there is no cryptographic way to prove whether the flaw was exploited before the fix launched. Still, Shielded Labs estimates the chance of pre-fix exploitation is low. The group is now developing a network upgrade proposal: it would deploy a new shielded pool and implement turnstile accounting for all Orchard pool tokens. This process would allow a