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Xiaohge re-acquired 𝟭.𝟵𝗠 shares of $ETHFI at a price of $0.62, for a total value of $1.17 million. This action reversed his four-months-ago exit in which he sold 265,461 shares of ETHFI at $0.44, earning $118,000. The buyback price was 𝟰𝟭% higher than the exit price, 𝗽𝗿𝗲𝗺𝗶𝘂𝗺。
𝗛𝘂𝗽𝘇𝘆 𝘁𝗮𝗸𝗲:Re-entering after a loss at a significant premium suggests renewed confidence in the Ether.fi ecosystem. The pattern of buying back after incurring losses often points to larger-scale accumulation; watch for subsequent purchases as a confirmation signal of ongoing confidence.
The next phase of HBM may further move $MU and $SKHY up the AI value chain, because memory will be directly integrated on top of the GPU.
zHBM integrates memory and compute into a single 3D package, eliminating the 2.5D intermediary layer and increasing the value memory vendors can capture per accelerator.
US wages have crashed to 43% of national income, the lowest level since the Great Depression. Did Nixon’s break with gold help hasten the disappearance of your paycheck?
The share of the economic pie going to American workers has been shrinking—while some people blame a decision made more than 50 years ago.
A Kobeissi Letter chart based on Federal Reserve data is making the rounds online. It shows that in the first quarter of 2026, wages and salaries accounted for roughly 43% of US GDP. The figure comes from a government data series dating back to 1929, when this share was at nearly its lowest level since the start of the Great Depression.
The essence of $NVDA ’s neocloud strategy is to build a distribution layer to ensure its GPUs keep flowing to markets outside hyperscale cloud providers.
In return for access to the roadmap, as well as funding and capacity support, providers like $CRWV and $NBIS give Nvidia another channel to reach AI customers, while also validating each new architecture in the market.
The obvious trade-off is that Nvidia assumes more ecosystem risk by funding customers and helping absorb capacity, but in return it gains a stronger path to bypass $AMZN , $MSFT, and $GOOGL, since these platforms are pushing deeper into custom silicon chips.
This week’s market movement came a bit unexpectedly. In just a few days, BTC jumped from 63,000 to 79,000, and gold also broke through 4,600. With this kind of speed, many Perp DEX order books instantly look weak.
Only when you actually place orders do you realize that the “decent” depth you usually see can get pierced immediately once you send a larger order in. Slippage isn’t just a number—it’s the money you make less. I’ve been watching @StandX a lot because in this kind of volatility, the BTC and gold order books are still holding up. With 10 bps of depth, you can already get positioned among the top. And the gold liquidity is even thicker than some older, established names.
SIP-5A turns market making from something only professionals do into something the community can also participate in—something that can generate daily returns. And the order book really has people posting two-sided orders to support it; it isn’t “fake depth.”
Right now, anyone can inflate the trading volume on a Perp DEX. What truly separates the good from the rest is whether, when volatility hits, orders can still execute as expected. At this stage, depth matters more than total trading volume.
The activity keeps going—before you know it, the hero’s meal pot has also reached around 200U. Next, we just wait for the TGE!
Amazon $AMZN : This week indicates it plans to provide drone delivery services in nearly 500 cities and towns in the United States 🇺🇸 by the end of the year
The investment accounts announced by President Trump had 1,051 transactions in June, including stocks, ETFs, and bonds, with reported total transaction values ranging from $78.1 million to $263.1 million. Of these, there were more than 550 buy transactions and more than 450 sell transactions.
Some notable large transactions occurred on June 18. These accounts bought shares of Berkshire Hathaway, Visa, Mastercard, and Cintas, with each stock worth between $1 million and $5 million. On the same day, they sold shares of Meta and Motorola Solutions, also worth between $1 million and $5 million.
The largest disclosed transaction was the sale of the Vanguard Dividend Appreciation ETF on June 22, valued between $5 million and $25 million. On the same day, the accounts purchased shares of Home Depot and Fidelity National Information Services, with each stock worth between $1 million and $5 million. In addition to stocks, the portfolio also includes many trades involving U.S. Treasury ETFs, technology ETFs, commodities, and municipal bonds.
Wintermute piled up a $160M exposure on-chain, with 91% being short positions. $146M of shorts is against about $13.85M, currently down $3.66M. The funding fees have already brought in $2.14M, but lifetime profits are still positive at $203M.
Market makers are playing tricks again. They stack inventory on one side, hedge it on the other, and treat funding fees as interest. Don’t see a big short order and immediately treat it as a “smart money is bearish” signal and rush in to match—retail traders are most likely to end up as the counterparty in situations like this.
How much they hedged on the CEX side can’t be seen on-chain. When you see data like this, your first reaction shouldn’t be to follow the shorts—it should be to ask what exactly they’re hedging against.
Glassnode shows that 3.44 million bitcoins were last bought between $58,000 and $67,000, including 2.23 million coins acquired in the past 11 weeks. This is the thickest buyer zone supporting today’s price.$BTC
According to the NYT, Anthropic's bankers have told potential investors that the AI startup could seek to raise more than $100 billion at a $2 trillion valuation.
These are preliminary discussions, not final IPO terms.
At this scale, the offering would top both SpaceX’s $85.7 billion raised and its $177 billion initial valuation, becoming the largest IPO in history.
The proposed valuation would put Anthropic’s valuation more than double its private valuation of $90 billion from May.
Reportedly, Anthropic’s annualized revenue last month exceeded $65 billion, up from $9 billion at the end of 2025, while second-quarter revenue reached $11.6 billion.
The company is expected to file its prospectus within weeks and could go public in the coming months.
Billionaire Ray Dalio says that given that most major economies are facing similar debt and currency devaluation dynamics, investors should increase their holdings of gold and “a small amount of bitcoin”.
Is the big shot feeling too uncomfortable after $BTC has gone up too much?