「White-Haired Stock God」: NVIDIA and Google to Advance 800V HVDC Power Delivery Timeline to Q3, Benefiting Various Supply Chain Companies

June 15 The "White-Hair Stock Guru" Serenity took to social media today to note that maintaining a bearish stance on the current market is not prudent. Serenity pointed to multiple factors as collective drivers supporting risk asset performance: the U.S. policy landscape, easing geopolitical strains, and rising investor risk appetite. As U.S. midterm elections draw near, markets expect the Trump administration to roll out more pro-growth and pro-capital market policy actions. Separately, de-escalating tensions in Iran and progress in corresponding peace talks have pulled down crude oil futures prices, further improving the broader macroeconomic backdrop. Moreover, fueled by these positive developments, the market’s implied probability of a Federal Reserve rate hike in 2026 has fallen from roughly 65% to 35%. The drop in energy prices has also alleviated inflationary pressures. SPCX’s successful initial public offering (IPO) has further boosted market sentiment toward thematic inve

June 15 — Bloomberg reports that the U.S. Commodity Futures Trading Commission (CFTC) is considering blocking Chicago Mercantile Exchange Group Inc. (CME Group) from launching its planned 24/7 oil futures contract, a move that’s escalating tensions between the industry giant and its federal derivatives regulator. The CFTC’s primary concerns include elevated price volatility during non-trading hours — a period when geopolitical shocks or other unforeseen events could spark wild price swings — plus challenges related to market surveillance and risk management frameworks. CME Group announced Thursday that it will roll out around-the-clock trading for a subset of crude oil and gold futures contracts. A senior industry executive, who requested anonymity to discuss confidential internal regulatory deliberations, told Bloomberg the news caught the U.S. derivatives regulator completely off guard.

June 15: Per on-chain tracking service Whale Alert, 4,000 Bitcoin (BTC) was transferred from an unidentified wallet address to a PayPal-associated wallet at 11:08 UTC+8 today. At the time of the transaction, the 4,000 BTC was valued at roughly $262 million based on Bitcoin’s market price when the transfer completed.

June 15: Morgan Stanley’s latest report predicts that the continued expansion of AI cluster scale will drive exponential growth in data transmission demand between GPUs. This trend is fueling a rapid surge in demand for optical modules, which are upgrading from 400G to 800G, 1.6T, and even 3.2T specifications. Full upgrades to the internal PCBs of these optical modules—across materials, layer structures, and manufacturing processes—will result in a substantial increase in the value of each individual PCB. Morgan Stanley forecasts the global AI optical module PCB market will jump from $620 million in 2025 to $3.77 billion by 2028, marking more than fivefold growth over three years and a compound annual growth rate (CAGR) of 83%. That’s far higher than the 60% CAGR projected for optical modules overall during the same period. The report also notes that total AI optical module shipments are expected to hit 73 million in 2026, 141 million in 2027, and 158 million in 2028. Additionally, 1.

June 15: A majority of institutional investors hold that Bitcoin still has further downside potential, with overall market sentiment remaining cautious. Macroeconomic uncertainty, tighter liquidity, ETF outflows, and capital shifting to AI and other sectors continue to weigh on BTC’s price. David Grider, Partner at Finality Capital, noted his firm expects Bitcoin’s current market bottom could arrive in late Q3 or early Q4 of 2026, with BTC bottoming in the $45,000–$55,000 range. Even investors who believe the market is nearing a bottom don’t anticipate a strong short-term rebound. Research shows many funds are increasing cash positions, cutting directional risk exposure, and adopting more market-neutral, hedging, and derivative strategies to navigate volatility. Meanwhile, institutional funds are focusing on fundamentally strong areas like DeFi, AI, and tokenized assets, rather than allocating solely to Bitcoin. Institutions generally cite high interest rates, liquidity contra

June 15 update: Per on-chain monitoring from analytics platform LookOnChain, the trader behind Ethereum address 0xa2e8 has completed a total of 10 Ethereum (ETH) trades over the past five days, taking both long and short positions. Nine of these 10 trades were profitable, delivering an overall 90% success rate and roughly $4.93 million in total profit. The latest data also shows this trader currently holds a short position of 17,000 ETH. At current ETH prices, this position is valued at approximately $29.32 million, and is being traded with 20x leverage.