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According to a report by The Information, Broadcom announced its support for the Anthropic computing power project participated by Apollo and Blackstone.On the surface, this deal appears to be a financing arrangement for AI computing infrastructure, but industry insiders believe that its core lies in indirectly driving the long-term demand growth for Broadcom's custom AI chips by promoting large-scale AI computing deployments.

The Bank of Japan will hold a key monetary policy meeting next Tuesday, with the market widely expecting an interest rate hike of 25 basis points to 1%, marking the highest interest rate level since 1995 and signaling a further move towards normalization of Japan's monetary policy. However, uncertainty surrounding this meeting has significantly increased. Governor Kazuo Ueda will be absent from the meeting and the subsequent press conference due to health reasons, with communication responsibilities taken over by Deputy Governor Shinichi Uchida, raising market concerns about changes in policy wording and forward guidance.Currently, the USD/JPY has risen above 160, nearing a two-year high and approaching the intervention zone. Traders generally believe that, given the market has fully priced in the interest rate hike expectations, the real key lies in the central bank's stance on the future path of interest rate hikes. Institutional analysis indicates that if the Bank of Japan releases dovish signals, it could further weaken the yen and push up Japanese government bond yields; conversely, if it shows a clearer tightening tendency, it would help stabilize exchange rate expectations.At the same time, Japan is facing multiple constraints such as rising imported inflationary pressures, fluctuations in energy prices, and expectations of fiscal expansion, making the policy path more complex. The latest data shows that Japan's core inflation has risen to 3.5%, reaching a new high for this phase. Analysts believe that this meeting is not only a point for interest rate adjustments but may also serve as an important observation window for changes in the Bank of Japan's policy communication framework, with the Deputy Governor's statements directly influencing the short-term direction of the yen and global interest rate markets.

Avalanche Treasury Company officially listed on Nasdaq under the code AVAT on Thursday, but faced a sell-off on its first day of trading, with the stock price dropping 16% from the opening to close at $1.85.The company completed its listing through a merger with SPAC Mountain Lake Acquisition, with a total transaction size of approximately $675 million, and received support from institutions such as Dragonfly, Pantera, ParaFi Capital, VanEck, Galaxy Digital, and Kraken.Avalanche Treasury holds approximately 15 million AVAX tokens, aiming to provide investors with exposure to the Avalanche ecosystem without the need to hold the tokens directly. CEO Bart Smith stated that this strategy is not a direct bet on price, but rather a long-term investment in the potential for institutional financial restructuring.Although the Avalanche ecosystem has attracted over 550 projects and more than $1 billion in institutional funds since its launch in 2020, its native token AVAX has recently faced significant pressure, with prices falling back to near five-year lows.Market data shows that AVAT's first-day performance continued the generally weak trend of crypto "Digital Asset Treasury (DAT)" companies. Previous related listings such as Strategy, Bitmine, and SOL Strategies have all experienced significant pullbacks, reflecting ongoing valuation pressure for such assets in the crypto bear market environment.

0G Labs announced a partnership with the AI company MiniMax, aiming to bring cutting-edge AI models on-chain through verifiable and privacy-preserving computing technology.It is reported that the core model integrated in this collaboration is MiniMax's M3 model, which currently ranks first on the open-source model list of Artificial Analysis and tops the OpenRouter trend list. The official statement indicated that to support the launch of this collaboration, a limited-time free operation service for the model will be available from June 15 to 18.

According to CoinDesk, Wall Street brokerage Bernstein released a research report indicating that the main driver of Bitcoin's price weakness in 2026 is a slowdown in capital flows, rather than the market's concerns about the threat of quantum computing.The report shows that this year, Bitcoin treasury companies and ETFs attracted approximately $12 billion in inflows, a significant decrease from $60 billion in 2025; ETFs recorded about $2.6 billion in net outflows based on an asset scale of $75 billion, with new demand primarily coming from corporate buyers represented by Strategy (MSTR). Bernstein analysts attribute the slowdown in funds to a large influx of retail investors into AI-related assets, with this year's strongest performance in the crypto market concentrated in tokenized stocks and commodities.Nevertheless, analysts believe that the scale of ETF outflows remains moderate, and the structure of Bitcoin investors has shifted from being dominated by retail investors to a more diverse group including ETFs, corporate treasuries, wealth management platforms, pension funds, and sovereign investors, resulting in a healthier market structure, with the long-term value storage logic remaining intact.

According to The Information, informed sources reveal that Goldman Sachs and JPMorgan are exploring trading methods based on the cost of computing power, including futures contracts related to GPU leasing prices.As one of the scarcest resources in the AI boom, related futures are expected to be listed by exchanges later this year. Industry insiders say this initiative demonstrates that hundreds of billions of dollars flowing into data centers and the chip sector are reshaping the financial market landscape. For banks providing financing for AI infrastructure construction, such innovative tools may become new means of managing risk.

According to CoinDesk, NYDIG's Global Research Director Greg Cipolaro stated that the decline in Bitcoin does not have a single cause, but is due to multiple overlapping factors. The AI sector continues to siphon funds from the crypto market, and investors are preparing for large tech IPOs such as SpaceX, OpenAI, and Anthropic, with institutions needing to raise cash or reduce existing positions.The U.S. Treasury Secretary claimed to have seized approximately $1 billion in Iranian-related crypto assets, raising concerns about government intervention in the digital asset market. Quantum computing threats have once again become a focal point, and Strategy's sale of 32 BTC, while negligible on the supply side, has a greater psychological impact.Cipolaro pointed out that on-chain indicators show that several metrics are approaching historical bottom levels, with the MVRV ratio dropping to 1.2 and the proportion of profitable supply recently falling below 50%. However, the current 53% drawdown is far lower than the previous cycle's levels of 75%-90%, and it has only been 242 days since the peak. This suggests that either institutions have fundamentally changed Bitcoin's cyclical behavior, or the market has not yet truly entered a capitulation phase.

According to Jinshi News, driven by strong U.S. employment data, the market generally expects the Federal Reserve to raise interest rates this year, which has put pressure on the gold market and led to gold completely reversing its gains for the year.During the U.S. trading session, spot gold fell about 3.5%, breaking below $4320 per ounce, failing to maintain its upward trend this year. At the same time, both bond yields and the U.S. dollar exchange rate rose. Currently, the strong performance of the labor market leaves room for Federal Reserve officials to raise interest rates, although tensions in the Middle East have pushed up energy prices. Rising interest rates are generally unfavorable for non-yielding precious metals.

According to Jinshi reports, company documents show that Google (GOOG.O) has agreed to pay SpaceX $920 million per month for computing power as part of a cloud service agreement that will last until mid-2029.SpaceX stated in documents submitted on Friday that Google will pay SpaceX a monthly fee from October until June 2029, with the computing power provided including approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components. The related computing power will gradually increase before September, and the costs will decrease accordingly.The documents indicate that if SpaceX fails to deliver the agreed number of GPUs by September 30, 2026, Google has the right to terminate the contract and will enjoy a one-month grace period. Additionally, according to the agreement disclosed on Friday, either party has the right to terminate the agreement with 90 days' notice.

According to Jinshi reports, Russian President Putin stated that the "theft" of Russian assets has affected the US dollar and the euro.

According to Bloomberg, the three types of investors under Michael Saylor's Strategy—Bitcoin holders, leveraged equity traders, and preferred shareholders—are all under pressure. Strategy sold 32 Bitcoins this week, marking the first sale since the end of 2022, breaking the "never sell" promise. Bitcoin has fallen to a four-month low, and Strategy's stock price has dropped about 70% from last year's peak, with STRC preferred shares falling below the $100 par value. STRC has an annualized dividend of 11.5%, and if the market continues to weaken, the pressure to pay dividends will continue to rise.Analysts point out that increasing the dividend rate will add a $1.7 billion burden, while keeping it unchanged will lead to further price declines. Strategy will vote on Monday to change the dividend to bi-monthly payments to stabilize the price. The Chief Investment Officer of Arca stated that unless Bitcoin rebounds before the cash buffer is exhausted, it will be nearly impossible to protect all stakeholders. StoneX believes that this sale indicates that Strategy can fulfill its obligations without materially reducing its holdings.

According to Reuters, the UK's Financial Conduct Authority (FCA) has warned football clubs, including Premier League clubs, that entering into sponsorship agreements with unauthorized cryptocurrency companies and trading platforms may expose clubs to legal liabilities, money laundering risks, and reputational damage.The FCA stated that some unlicensed cryptocurrency businesses operating in the UK are reaching large fan bases through football sponsorships, potentially violating UK financial promotion rules. The regulatory body has contacted some clubs regarding these partnerships and urged them to strengthen due diligence on their partners.Lucy Castledine, the FCA's Director of Consumer Investments, stated that millions of fans trust club brands, and clubs should not allow unauthorized financial institutions to exploit this trust to promote potentially risky products to fans. UK Sports Minister Stephanie Peacock also stated that while sponsorship revenue is crucial for the football industry, fans have the right to know whether the companies partnering with clubs are safe, responsible, and compliant.

According to CoinDesk, Bittensor co-founder Ala Shaabana stated at the Proof of Talk summit in Paris that Bitcoin's computing power exceeds that of the top 100 supercomputers in the world combined by 600,000 times, demonstrating the scale of distributed computing.Shaabana pointed out that true computing power no longer belongs to isolated corporate data centers, but to open, global networks. Shaabana believes that through programmatic goal setting, open networks attract talent and computing power far more efficiently than traditional enterprises. The long-term bullish logic is no longer primarily based on technology, but driven by debt, liquidity, and a decline in trust in traditional sovereign systems.

The prediction market platform Polymarket has disclosed that it has completed its first institutional-level on-chain block trade, a six-figure dollar transaction executed by digital asset broker FalconX and AI risk clearing infrastructure startup Anera Labs on the Polygon blockchain. The transaction involved contracts related to the Ornn Compute Price Index, which is used to track the rental prices of NVIDIA H100 GPU chips.Polymarket stated that this is the first on-chain block trade involving institutional participation in the prediction market space. In the future, FalconX will also serve as the exclusive market maker for block trades on the Polymarket platform to support the liquidity needs and price discovery for institutional clients.

To welcome Istanbul Blockchain Week (IBW2026), B.AI announced a joint interactive event called Twitter Bingo with AINFT and Bank of AI.It is reported that the event will take place from June 1 to June 5. Users can participate in the prize pool of a total of 500 USDT and 500,000 AI Credits (computing power) by completing screenshot tasks, leaving designated comments, and tagging friends in the official tweet. In addition, the event has a tiered reward mechanism, where the system will draw 20 or 50 eligible users based on the final number of valid comments (with a threshold of 300), with each receiving a reward of 10 USDT.

The Huobi HTX VIP private class "AI + Trading from Theory to Practice" was held in Shanghai, where early Bitcoin miner and pyra.io CTO Tian Jia shared the development of quantum computing and the impact of AI on trading.He believes that the average time it takes to threaten "Bitcoin addresses with exposed public keys" is 7 to 8 years, with a range of 5 to 15 years. The required number of logical qubits is between 1200 and 2400, while the number of physical qubits is less than 500,000. Additionally, Bitcoin also has defensive measures; it can migrate to PQC, or post-quantum cryptography, although there are significant challenges, such as the locking issue of Satoshi's coin.

Axe Compute (NASDAQ: AGPU) announced that the underlying infrastructure provider for its $260 million enterprise-level contract is the global distributed GPU infrastructure Aethir. It is reported that Axe Compute has confirmed receipt of the first payment of $43 million under the contract, and Aethir has officially initiated the computing power delivery process for the corresponding cluster of 2,304 NVIDIA B300 GPUs, with a target launch time in the third quarter of 2026. The contract has a 36-month fixed payment structure, and it is expected to generate approximately $21 million in revenue each quarter after launch.

ZeroTier CEO Andrew Gault stated that the potential threat of quantum computing to the Bitcoin industry may not be limited to the security of wallet private keys; encrypted communication and authentication data between institutions also face long-term risks.