Fluid: Temporarily Paused Due to KelpDAO rsETH Incident, Market Impact, and User Funds Security

June 4th, per HTX market data, Bitcoin fell below the $65,000 threshold, trading at $64,609 as of current press time — marking a 2.8% decline over the past 24 hours. Total network-wide liquidations across the crypto space reached $984 million in that period, with long-position liquidations totaling $804 million and short-position liquidations at $180 million. This morning, the Iranian military claimed it had just targeted a U.S. military command ship, while Iran has not yet submitted its response to the latest U.S. draft proposal to Washington. President Trump stated he is working to reach a final agreement with Iran, noting negotiations are proceeding “very smoothly” and a deal could be finalized as early as this weekend. The U.S. House of Representatives passed a resolution to restrict Trump’s military actions against Iran, though the measure is unlikely to take effect. Separately, per Bitget market data, Wednesday’s U.S. stock market close showed the Dow Jones Industrial Average d

Per monitoring from Dongcha Beating (https://t.me/OneMillion_AI), Anthropic has tapped Morgan Stanley and Goldman Sachs to lead its initial public offering (IPO), with JPMorgan also joining the underwriting team. On June 2nd, reports emerged that AI giant Anthropic secretly filed its draft S-1 registration statement for its IPO with the U.S. Securities and Exchange Commission (SEC). This filing comes on the heels of Anthropic’s recently closed Series H funding round in late May 2026—a $65 billion round that pushed the startup’s post-money valuation to a staggering $965 billion, making it the world’s most valuable private AI startup and surpassing rival OpenAI. Lead investors in the round include Altimeter Capital, Dragoneer, Greenoaks, and Sequoia Capital, with participation from top global strategic and financial backers like Amazon, Google, and GIC. As Anthropic prepares for its public debut, early investors are seeing major returns: Bloomberg reported that tech firm Salesforce

June 4 – Iran-aligned Fars News Agency reported that Tehran has unveiled a four-stage framework it has agreed upon with the United States. Phase 1 calls for a full, comprehensive halt to all military operations across all fronts involving Iran, the U.S., and the so-called Axis of Resistance. Phase 2 centers on executing measures addressing four core issues: the Strait of Hormuz and associated maritime governance mechanisms, lifting economic blockades, rolling back oil-related sanctions and restrictions, and unfreezing a segment of Iran’s frozen overseas assets. Phase 3 will launch broader talks on lingering sanctions and Tehran’s nuclear program only after objective, verifiable confidence-building measures are fully implemented. Phase 4 establishes a joint oversight committee tasked with monitoring the accord’s full implementation and tracking all parties’ adherence to its terms.

June 4 update: "New Stock God" Serenity’s latest public insights and investment targets are outlined below: ### NBIS (Nebius) Serenity labels Nebius the "top pick in the neocloud space" and calls it the "single purest asymmetric opportunity in AI infrastructure." As of June 2026, NBIS shares have jumped from ~$84 (last year) to $260, with a market cap of $660B. Serenity maintains a long-term bull case for NBIS to breakout above $1T. NBIS ranks #1 in the neocloud segment, outpacing rivals like IREN and CRWV. Key strengths: it avoids common industry pain points—no lack of full-stack execution confidence, no high-interest debt, and scalable revenue visibility from large customer contracts. Additionally, NBIS is part of NVIDIA’s investment portfolio and a Q1 holding in Leopold Aschenbrenner’s fund, signaling top-tier capital alignment. ### Google AI CapEx Upstream Ecosystem (LITE, AVGO, MediaTek, TSM, MU) Alphabet (Google’s parent) announced an $800B AI CapEx financing package—including

June 4th – Since the S&P 500 index hit a temporary low on March 30, the U.S. technology sector ETF has seen a cumulative net inflow of $27 billion, while all other sectors combined posted a net outflow of $4 billion over the same period—marking a historic level of fund divergence. Starting in mid-April, the inflow rate into tech funds tripled, with the Nasdaq 100 ETF (QQQ) alone attracting $15 billion between April and May. Meanwhile, the financial and healthcare sectors posted record outflows, as investors place unprecedented bets on the technology sector.

June 4 — U.S. Treasury Secretary Janet Yellen announced during a Senate Banking Committee hearing that the Treasury Department is advancing its planned strategic Bitcoin reserve with “deliberate speed.” The initiative stems from a prior executive order issued by former President Donald Trump, and the reserve would be funded primarily by Bitcoin seized by the government through criminal or civil forfeiture cases. Yellen noted the process is complex, but the Treasury will follow best practices to ensure the reserve’s long-term stability. In April, the White House’s digital asset advisory team signaled there would be a significant upcoming announcement related to this plan, though no further developments have emerged since that time.