Serenity "Versailles": TAIEX Shunsin Surges 40% in Half a Month, Fails to Meet Expectations

On June 1, blockchain security firm PeckShield announced via social media that the cryptocurrency industry recorded 40 major security incidents in May 2026, resulting in a combined total loss of roughly $81.7 million. This marks an 87.4% plunge from April’s $647 million total loss. Cross-chain protocols remained a top target for hackers, with 8 major bridge and cross-chain attack events causing approximately $33.28 million in damages, accounting for 41% of the month’s total losses. The top 10 security incidents in May 2026 are as follows: - SUPERFORTUNE888: $15.18 million in losses - Verus-Ethereum Bridge: $11.58 million in losses (recovered) - THORChain: $10 million in losses - DxSale: $7.3 million in losses - TrustedVolumes: $5.9 million in losses - Gravity Bridge: $5.4 million in losses - SquidRouterModule: $3 million in losses - StablR Euro: $2.8 million in losses - TAC Cross-Chain Layer (TON side): $2.8 million in losses - RetoSwap: $2.7 million in losses While the total stolen

June 1 – U.S. April PCE came in at 3.8%, with core PCE holding steady at 3.3%, and multiple Federal Reserve officials continue to flag persistent inflation risks. That’s pushed the bond market to deliver some of the tightening the central bank would typically implement itself, even before the Fed makes its next policy move. Markets are now embracing a new reality: interest rates could stay higher for longer than previously expected, and financial conditions have already tightened ahead of official policy action. The key catalyst behind this market repricing is the Middle East. While former President Donald Trump has asserted that the U.S. and Iran have reached tentative agreements on certain issues, significant divides remain over Tehran’s nuclear program, the disposition of its enriched uranium stockpiles, and jurisdiction over the strategic Strait of Hormuz. Iran has not only refused to ship its enriched uranium abroad; its parliament is advancing a bill claiming “sovereign jurisdic

June 1, 2026: U.S.-listed Bitcoin miner Cango Inc. (NYSE: CANG) released its Q1 2026 financial results. For the three-month period, total revenue reached $102 million, with the Bitcoin mining segment contributing $98.4 million. The company mined 1,266 Bitcoin during the quarter. A key focus this period was aggressive deleveraging: long-term debt plummeted 94.5% from $557.6 million at the end of 2025 to just $30.6 million, a move that greatly strengthened Cango’s balance sheet. By quarter’s end, the firm held 1,026 Bitcoin, plus received a $65 million capital injection from its chairman to boost liquidity. While Cango posted a net loss of $261.1 million, driven mainly by non-cash impairment charges tied to falling Bitcoin prices—specifically $151.8 million in fair value adjustments for pledged receivables and $69.3 million in mining hardware impairments—its core mining cash flow remained solid. Operational hash rate clocked in at 37.01 EH/s, with self-operated capacity at 27.98 EH/s. T

On June 1, so-called "Stock God" Serenity shared a post outlining his investment thesis for Belgium-based semiconductor foundry XFAB. He argues that surging demand for 800V power architectures, AI data centers, and power semiconductors will continue driving growth in the silicon carbide (SiC) and gallium nitride (GaN) supply chains. As the only high-capacity pure-play SiC foundry operating in the U.S., XFAB holds a critical position in the ongoing restructuring of Western semiconductor supply chains, per Serenity. Serenity noted XFAB has already scaled production of advanced 6-inch SiC processes and is currently expanding its 8-inch GaN capacity. The company also has potential to launch 8-inch SiC operations in the future, with support from the U.S. CHIPS Act. While XFAB’s SiC business revenue jumped 152% year-over-year, he added its growth upside hasn’t been fully priced in due to the broader automotive industry downturn. XFAB partners with power semiconductor firms Navitas (NVTS) an

June 1: Citigroup’s latest report, “Tokenization 2030: Wall Street On-Chain,” projects the real-world asset (RWA) tokenization market will expand from roughly $17 billion now to $55 trillion by 2030. Depending on adoption speed, that market could hit a range of $27 trillion to $82 trillion. The report forecasts that by 2030, around 10% of the U.S. short-term Treasury bond market and 3% of the U.S. public equities market will be tokenized. Additionally, the growth of the stablecoin market may spark an extra $1 trillion in demand for U.S. Treasury bonds. If 10% of U.S. retail investors shift to digital trading platforms, that would generate roughly $26 trillion in demand for digital stocks. Citigroup notes that as traditional financial assets increasingly move onto blockchain, tokenization is set to serve as a key bridge connecting Wall Street to blockchain infrastructure—and driving the digital transformation of global capital markets.

June 1, per Hyperinsight Monitoring (via Telegram channel: https://t.me/HyperInsight), on last Friday—the most recent trading day—Trade.xyz’s HIP-3 traditional asset contract hit $21.6 billion in trading volume, a 20% jump from its 7-day average. Over the same period, the broader traditional market (encompassing ETFs, futures, and cash stocks) saw roughly $1.56 trillion in trading activity. Calculations show Trade.xyz’s volume made up approximately 0.139% of the total traditional market. Looking at sector-specific penetration rates for on-chain RWA (real-world asset) contracts into traditional markets, figures vary across asset classes: ### Commodities For Brent Crude Oil: Using the prior day’s trading volume of the NYMEX front-month futures contract as a benchmark, Trade.xyz’s Brent contract volume reached ~29.7% (note: Brent Crude Oil is primarily traded on the Intercontinental Exchange, ICE). For WTI Crude Oil, Trade.xyz’s corresponding contract volume accounted for ~2.31% of its