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Chuỗi cung ứng cho biết, nhà cung cấp dịch vụ đám mây hàng đầu Bắc Mỹ Amazon dưới AWS gần đây đã mở rộng việc vận chuyển tủ máy chủ AI, với sự hợp tác mạnh mẽ từ các nhà sản xuất như TSMC, Shih Hsin-KY, Wei Ying, và Hon Hai. Amazon gần đây đã điều chỉnh tăng chi tiêu vốn năm nay từ 200 tỷ USD lên 220 tỷ USD, chủ yếu dành cho cơ sở hạ tầng AI, bao gồm trung tâm dữ liệu, máy chủ, thiết bị mạng và các nhu cầu khác.Giám đốc điều hành Amazon, Jassy, lạc quan về tình trạng cung không đủ cầu của sức mạnh tính toán AI sẽ kéo dài đến năm 2027, thậm chí đã thấy nhu cầu mạnh mẽ vào năm 2028. Doanh thu từ mảng AI của AWS và quy mô chip tự phát triển đã tăng lên 25 tỷ USD, duy trì mức tăng ba chữ số phần trăm. Chip ASIC tùy chỉnh của Annapurna Labs chủ yếu được sản xuất bởi TSMC với quy trình 3 nanomet tiên tiến.Shih Hsin là đối tác quan trọng trong việc phát triển chip AI của AWS, dự đoán doanh thu và lợi nhuận trong quý này sẽ đạt mức cao kỷ lục, và quý 4 tiếp tục có xu hướng tăng. Nhu cầu về bộ tăng tốc AI 3 nanomet tốt hơn so với đánh giá trước đó, có thể hoàn thiện thiết kế trước cuối năm. Tủ máy chủ ASIC AI của AWS được Wei Ying chịu trách nhiệm lắp ráp và cung cấp khay chuyển mạch, trong khi Hon Hai tham gia vào khay CPU. Giám đốc điều hành luân phiên của Hon Hai, Jiang Ji Heng, cho biết, dự án ASIC năm nay đã đạt được tiến triển mới, đặt mục tiêu thị phần máy chủ ASIC trên 40%.

Theo dõi của Catcher Predict, dự đoán trên thị trường Polymarket về sự kiện "LoL: MVK Esports đối đầu với CTBC Flying Oyster - Vòng bảng LCP", tỷ lệ thắng của tùy chọn "Cả hai đội đều tiêu diệt một con rồng" trong thị trường con đã có sự biến động mạnh, từ 50% một giờ trước tăng vọt lên 90% hiện tại (biến động lên tới 40%). Xin lưu ý đến ảnh hưởng của các tin tức đột xuất liên quan.

Tin tức từ ChainCatcher, Công ty Công nghệ Vũ Thụ được thành lập vào năm 2016, đã nhận được khoản đầu tư hạt giống từ nhà đầu tư thiên thần sớm là Ngân Phương Minh, với số tiền đầu tư 2 triệu nhân dân tệ để sở hữu 15% cổ phần, đây là khoản đầu tư bên ngoài đầu tiên của Công ty Công nghệ Vũ Thụ vào thời điểm đó.Sau nhiều vòng gọi vốn tiếp theo, tính đến trước khi IPO, Quân Vạn Hồng Nghi do Ngân Phương Minh kiểm soát nắm giữ 11,174,900 cổ phiếu, tỷ lệ sở hữu khoảng 2.76%, là cổ đông lớn thứ mười của Công ty Công nghệ Vũ Thụ. Theo giá trị phát hành thị trường 61 tỷ nhân dân tệ, giá trị cổ phần khoảng 1.685 tỷ nhân dân tệ, so với khoản đầu tư 2 triệu nhân dân tệ, lợi nhuận ròng đạt 1.683 tỷ nhân dân tệ, tỷ suất lợi nhuận đạt 841.5 lần.

Theo dõi của Catcher Predict, dự đoán thị trường Polymarket về sự kiện "LoL: CTBC Flying Oyster đối đầu GAM Esports LCP vòng bảng", tỷ lệ thắng của tùy chọn "lẻ" trong thị trường con "tổng số lần hạ gục lẻ/chẵn" đã có sự biến động mạnh, từ 50% một giờ trước đã tăng vọt lên 90% hiện tại (biến động lên tới 40%). Xin lưu ý đến các tin tức đột xuất liên quan.

According to analyst Adler's latest post, the Bitcoin Impulse indicator, which reflects Bitcoin price momentum, has dropped to -59, indicating that market momentum has quickly turned negative; meanwhile, the 30-day Net Taker Volume Position Change indicator, which measures changes in active buying and selling power, has also fallen below the zero axis for the first time in nearly three months, suggesting that the active buying demand that drove the previous upward trend has basically been exhausted.Momentum indicators typically lead changes in capital flow. Currently, both the fast and slow momentum indicators are in deep negative territory, with the fast momentum close to -90 and the slow momentum quickly dropping to -59 after falling below the zero axis at the end of May. On the other hand, although the 30-day active buying demand indicator has just turned negative, it has not yet entered the "bear market zone."Adler believes that the current market is transitioning from a "buyer-dominated" phase to a "seller-dominated" phase, with an overall risk-off state. If active buying demand further declines and enters the bear market zone, while momentum continues to remain negative, it will further confirm the market's bearish trend; conversely, if active buying returns above the zero axis, it may provide an opportunity for market rebound.

The U.S. Securities and Exchange Commission (SEC) has released the "Draft Strategic Plan for Fiscal Years 2026-2030" and is seeking public comments. The goals proposed in the draft include "providing a solid regulatory foundation for digital assets and distributed ledger technology through a rational, coherent, and principle-based approach."The document points out that a modernized framework will also ensure that custody, trading, and staking services can operate under appropriate regulation, avoiding duplicative or conflicting requirements, while clarifying jurisdictional issues between the SEC and the Commodity Futures Trading Commission. This coordination aims to ensure that the crypto market has clear, principled, regulation-based rules of the game, promoting innovation while maintaining the highest level of investor protection. Furthermore, the document suggests that the agency's responsible use of artificial intelligence and blockchain technology could further enhance regulation, reduce costs, and unlock new efficiencies.

According to Coinglass data, the Coinbase Bitcoin negative premium index ended the mild easing trend from February to May and has weakened again since May 8, recently rapidly expanding to a temporary report of -0.1323%. The purchasing power in the U.S. market has once again fallen into prolonged sluggishness.The Coinbase Bitcoin premium index is used to measure the difference between the Bitcoin price on Coinbase and the global market average price. A negative premium typically reflects significant selling pressure in the U.S. market, a decline in investor risk appetite, an increase in market risk aversion, or capital outflows.

According to Jinshi reports, Federal Reserve official Hamak stated that they are currently focusing on multiple inflation indicators to assess the economic situation and the direction of monetary policy adjustments.

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.

Vitalik posted on platform X, stating that building index-tracking assets based on options rather than debt is worth considering and trying, using options as the foundation of DeFi instead of CDPs and liquidation mechanisms. This design can avoid the extreme price fluctuations that cause severe and global liquidation effects, allowing exposure to the index to deviate from preferred exposure in a smoother secondary manner.Its key advantage is that it does not require instant oracles and can operate based on slow oracles, which are the types of oracles used in prediction markets. The design has a clear drawback, which is the need for regular rebalancing, and it remains to be clarified whether and how rebalancing can have sufficient slippage resistance.Vitalik added that compared to relying on oracles that must provide real-time answers and may be induced to give incorrect real-time answers without human remediation time, he believes that holding algorithmic stablecoins placed within such mechanisms is safer.

According to SoSoValue data, as of 8 AM Eastern Time on June 1, 2026, the total net purchase of Bitcoin by global listed companies (excluding mining companies) for the week was $9.85 million, a decrease of 43.33% compared to last week.Strategy (formerly MicroStrategy) sold 32 Bitcoins last week at a price of $77,135, generating approximately $2.5 million, reducing its total holdings to 843,706 Bitcoins.The Japanese listed company Metaplanet did not purchase any Bitcoin last week.In addition, four other companies purchased Bitcoin last week. Ethereum asset company Bitmine announced on May 26 that it bought 1 Bitcoin, without disclosing the specific purchase amount, bringing its total holdings to 203 Bitcoins; Japanese food brand DayDayCook announced on May 27 that it spent approximately $10.37 million to purchase 131 Bitcoins at a price of $79,135, increasing its total holdings to 2,714 Bitcoins; UK Bitcoin company The Smarter Web Company announced on May 26 that it invested $750,000 to purchase 10 Bitcoins at a price of $74,904, and on May 29 announced an investment of $660,000 to purchase 9 Bitcoins at a price of $73,437, bringing its total holdings to 2,878 Bitcoins; French Bitcoin company Capital B announced on June 1 that it invested $300,000 to purchase 4 Bitcoins at a price of $74,890.10, increasing its total holdings to 3,139 Bitcoins.As of the time of publication, the total amount of Bitcoin held by the global listed companies (excluding mining companies) in the statistics is 1,114,182 Bitcoins, an increase of 0.01% compared to last week, with a current market value of approximately $80.46 billion, accounting for 5.6% of the circulating market value of Bitcoin.

According to the official announcement, Binance has announced the launch of US stock and ETF trading features, supporting trading 5 days a week, 24 hours a day. Users can buy and sell US-listed stocks and ETFs through a single Binance account, starting from a minimum of $5.The announcement pointed out that bStocks holders do not directly hold the equity of the relevant underlying stocks or ETFs, and that related products and services may be subject to restrictions based on region.

Driven by optimistic expectations for an extended ceasefire agreement between the U.S. and Iran, the U.S. stock and oil markets continued to strengthen this week. The S&P 500 index rose for the ninth consecutive week, setting the longest winning streak since 2023; Brent crude oil stabilized around $92 per barrel. However, the cryptocurrency market failed to follow the rise of macro risk assets. Over the past week, Bitcoin fell 2.6% to $73,445, Ethereum dropped 2.5% to $2,011, Solana decreased by 2.2%, and TRX saw a decline of 5.6%, making it one of the weakest tokens among the top ten cryptocurrencies by market capitalization. Market analysts believe that the cooling inflow of funds into spot Bitcoin ETFs is putting pressure on coin prices.In contrast, some small and mid-cap tokens performed remarkably well. Among them, the native token of Hyperliquid, HYPE, surged 19.4% this week to around $65, becoming the biggest highlight in the market. Previously, Intercontinental Exchange (ICE) CEO Jeffrey Sprecher referred to Hyperliquid as "a bigger opportunity than Nasdaq" at the Bernstein conference, further boosting market sentiment. Additionally, BNB rose 1.9% this week, XRP increased by 0.7%, and DOGE remained basically flat.On the macro level, U.S. President Trump stated that a final decision on the U.S.-Iran ceasefire memorandum is close, but he still insists on Iran abandoning its nuclear program, handing over its enriched uranium stockpile, and opening the Strait of Hormuz. Market participants believe that due to significant differences between the two sides on key issues, the current rebound in risk assets remains relatively fragile, and any negative news regarding the Iran negotiations could trigger a reversal in market sentiment.

Hyperliquid's lobbying organization, Hyperliquid Policy Center, issued a statement welcoming the U.S. Commodity Futures Trading Commission (CFTC)'s latest regulatory initiatives, including the approval of the first listed perpetual contract in the U.S., the release of a policy statement on the listing of perpetual derivatives, related interpretive guidance, and a no-action relief letter, as well as staff consultation documents regarding 24/7 trading, clearing, and settlement.The Hyperliquid Policy Center stated that these initiatives represent the first time in a long while that regulators have explicitly acknowledged the legitimacy and importance of perpetual contracts in price discovery and risk management. It pointed out that past regulatory uncertainty has led to related markets and liquidity flowing overseas, weakening the U.S.'s competitiveness in the global derivatives market.The Hyperliquid Policy Center also expressed its eagerness to work closely with the CFTC to promote the establishment of a regulatory framework that applies not only to centralized intermediaries but also to on-chain protocols. Currently, most perpetual contract trading activities actually occur in on-chain markets.

According to information from a third-party data platform, Bitcoin's Ahr999 has once again fallen below 0.45 after a month, reporting at 0.4322. As a result, this indicator has returned to the "bottom-buying range." This indicator was created by ahr999 and aims to assist Bitcoin dollar-cost averaging users in making investment decisions based on timing strategies. The indicator implies the yield of short-term Bitcoin dollar-cost averaging and the deviation of Bitcoin's price from its expected valuation.Historically, the Ahr999 index for Bitcoin has been below the bottom line (0.45) for 572 days. The dollar-cost averaging range is 0.45-1.2, representing a relatively reasonable range for Bitcoin prices, suitable for adhering to a regular investment strategy.

According to 10x Research analysis, the Ethereum options market has seen an unusually large volume of put option buying, with contract flows at strike prices of $1800 and $1900 being about five times the normal levels.The institution believes that while Ethereum is cheap today, cheap does not equate to a buying opportunity. Fundamentals ultimately determine price, and marketing narratives can only sustain deviations for a limited time; eventually, reality will re-establish dominance.

Glassnode disclosed the latest on-chain data showing that the Bitcoin spot trading volume difference (7-day moving average) has re-entered a sustained negative range. As the Bitcoin price fell back to around $73,000, the market experienced significant selling pressure accelerating, with sellers continuing to dominate the spot market, and the pressure of chip distribution is gradually accumulating.Recently, during the process of Bitcoin falling back from above $80,000 to around $75,000, spot demand, ETF fund inflows, and volatility expectations have all continued to weaken. Although market positions have been somewhat reset, investor confidence remains limited, presenting an overall cautious wait-and-see attitude.