Are You Brave Enough to Call Me? 'BTC OG Whale Insider' Proxy Starts Accumulating UNI Double Long Position

June 17 – Citadel Securities warned the market may be underestimating the risk of Federal Reserve interest rate hikes, as inflation has proven more persistent than expected. The firm cited strong wage growth, resilient demand, lingering supply chain pressures and booming AI investments as key factors sustaining ongoing price pressures.

On June 17, Mizuho Securities released a new report addressing market jitters over delays to two key technologies: Co-packaged Optics (CPO) and 800VDC High-Voltage DC. The firm notes that while CPO’s long-term trajectory remains intact, the real alpha will come from beneficiaries during the transition phase—not just the eventual leaders. Both CPO and 800VDC are critical upgrades for AI servers over the next half-decade: CPO cuts power use and latency drastically, while 800VDC boosts single-rack power from 60kW to above 600kW. That said, full-scale deployment will take time, and market nervousness is overblown. The report reiterated medium- to long-term upside for stocks including LITE, AVGO, AAOI, and CRDO. Bottom line: CPO and 800VDC aren’t “delayed”—they’re rolling out in phases. The sweet spot for 2026–2027 is capturing transitional dividends from NPO and ±400VDC before shifting to the final technologies. AI server rack power density demand keeps climbing, so the key is to map o

**SEOUL, South Korea — June 17 (Chosun Ilbo report) —** Soaring performance bonuses for employees at Samsung Electronics and SK Hynix have fueled a massive surge in home buying demand in South Korea, driving up prices of some apartments by 100 million to 200 million South Korean won (roughly $75,000 to $150,000 USD), per local media. High-end import car dealerships have also seen a flood of customers from semiconductor firms. A sales representative surnamed Choi at a Seoul lot in Paldang-gu district said, “Lately, the number of customers who look like Samsung employees has spiked—most are in their 30s and 40s. Among regulars using our partner company discount programs, nine out of ten are from semiconductor companies.” As peak shopping season approaches, major department stores are reaping the benefits. A Shinsegae Department Store branch in Paldang-gu will launch a Samsung-exclusive event starting June 23, offering perks like fast-track access to luxury boutiques, parking vouche

June 17: Per monitoring from Onchain Lens, a single crypto address withdrew 88,350 HYPE tokens (valued at $6.4 million) from centralized exchanges OKX, Gate, Kraken, and Bybit. Additionally, since June 1, this same wallet has pulled a total of 1,229,524 HYPE tokens (worth $85.54 million) from those platforms and staked the full amount.

June 17 Update: According to monitoring from Hyperinsight (via its Telegram channel at https://t.me/HyperInsight), an address on the Hyperliquid exchange has established a 3x-leveraged long position on Micron Technology (MU). The address currently holds 25,241 MU contracts, with a total position value of roughly $26.7 million. The average entry price for the trade is $924.9, and unrealized profits from the position total $3.42 million—this makes the address the largest individual MU holder on Hyperliquid. Market data on Hyperliquid shows MU is trading at $1062, with a $178 million trading volume, making it the second most actively traded asset on the platform (only SPCX has higher volume). During the U.S. pre-market session (timed from 16:00 ET onward), MU experienced a slight 1.1% pullback. The relevant address is: 0x9dcf1c87b82a35519a430457c1157f21e68f302d.

June 17 — Michael Burry, the legendary investor who inspired *The Big Short* for his prescient bet against the U.S. housing market ahead of the 2008 crash, said yesterday he does not hold any shares of SpaceX. Even as he questions the aerospace firm’s sky-high nearly $3 trillion valuation, Burry noted that shorting the stock remains prohibitively expensive. Burry laid out the cost of key put options to illustrate: Contracts with a $100 strike price expiring in December 2028 trade at roughly $25 apiece, while SpaceX stock is changing hands at about $212. A comparable put option set to expire in June 2027 costs around $13 per contract, and a December 2026 put goes for $6.75. He added he was tempted to pull the trigger on a position, but ultimately decided against it. His best-case scenario? If the SPCX index stabilizes around the mid-$200 range, it would lower volatility across the entire put option chain.