Gate Insights and Crypto Market Analysis

Anthropic已向SEC提交保密IPO申請，計畫2026年在美股上市，發行價與股數尚未確定。最近私募估值約9,650億美元，高於OpenAI；預計2026年上半年靠 Claude銷售實現盈利。與美國DoD的合約爭議仍在訴訟中，白宮緩和信號尚未和解。分析師認為此IPO將成為備受關注的事件。

Korea Digital Asset (KODA), a digital asset custody firm, received a SOC1 Type 2 (Service Organization Control) certification report from accounting and consulting firm Samil PwC on the 2nd. The certification verifies KODA's internal control systems for digital asset custody services, covering

5月31日，Circle對 cUSDC 的黑名單凍結解除，但此凍結源於單一爭議存款人，整個共享合約地址被鎖定，約1,260萬美元USDC被凍結。Zama稱未收到通知，暫停cUSDC/cUSDT/cWETH發行，計畫6月正式上線新版本，並引入帳戶層級凍結、合規委員會與KYT系統等合規路線圖，避免未來再因單一地址影響全合約。GENIUS法案未涵蓋此類機制，Drift事件也暴露凍結的不足。

Ondo Finance 宣布聯合創辦人 Nate Allman 上週去世，享年32。Allman 主導的核心產品包括 OUSG、Flux Finance、USDY 與 Ondo Global Markets，鏈上資產規模將突破 40 億美元。David Chen 加入董事會；現任 CEO 繼續領導，路線圖延續。未來幾天將宣布市場准入升級，幾週內上線的 Ondo Perps 將以現實世界資產為抵押，提供 24/7 深度流動性。

Adams在6/2聲明澄清：Uniswap非EF孵化，以外部受資助者身份參與，EF提供長期資金與支持，非孵化關係；他在5/27也指出ETH為貨幣、資產將代幣化並競爭；並同意EF使命梳理。提案96於5/24啟動，將UNIfication費用銷毀機制擴至11條鏈（含BNB Chain、Polygon、Celo等），採快照投票再鏈上投票。UNI銷毀透過Firepit，回到以太坊主網送至0xdead，另有一次性回溯銷毀1億UNI。

BTC再度走弱，約71,310美元；Strategy售出32枚BTC引發Polymarket預測池爭議，核心是事件時間與資訊公開時點。狗狗幣與Paxos合作，望以受監管渠道推廣機構採用。另有Zama解除凍結、CME推出24/7加密期貨/選擇權、Mecka AI融資、TON重啟Gram等。大盤向上，BTC波動加劇。今日前瞻含歐元區CPI、聯儲官員講話與英央行聽證。

Strive 宣布擴大 ATM 計劃：A 類普通股與 SATA 優先股各增資 21 億美元，合計 42 億美元，擴充後整體上限達 51.5 億美元；SATA 將自 2026年6月16日起每日派息，年化 13%；同週再增持約 2,649 枚比特幣，持倉約 16,500 BTC，於全球上市企業中排名第七。

Radiant Capital DAO於6月1日宣布停止運作，進入維護狀態，前端與智慧合約仍可存取，用戶仍可提款、還款與管理部位，資金若被追回將退還。自2024年10月發生約5100萬美元駭客事件以來，18個月未有顯著回收；同期初遭閃電貸攻擊損失約1900 ETH，10月於Arbitrum與BNB Chain再遭攻撃，造成5100萬美元損失，ETH/Base未受影響。

本週比特幣跌至約71,200美元；伊朗宣布全面停止通過中間人與美方交換信息，並推進封鎖霍爾木茲海峽，CENTCOM稱已打擊伊朗雷達與無人機設施，IRGC回擊美軍基地並警告。川普在 CNBC 採訪表示談判未必結束。CoinShares 指加密貨幣 ETP 本週大幅流出，因伊朗避險情緒，致比特幣與以太坊大幅外流，區域流向以美國為主。

Iran suspended negotiations with the United States on June 1 and announced plans to completely block the Strait of Hormuz, according to Xinhua News Agency citing Iranian media reports from a source close to the negotiating team. The suspension was triggered by Israel's continued military

Twelve Chinese fund companies implemented benchmark adjustments for 195 public mutual funds on June 1, affecting 3910 billion yuan in assets under management, following new regulatory guidelines that took effect March 1. The adjustments coincided with a sharp divergence in A-share markets, where

Nvidia unveiled Nemotron 3 Ultra on June 1 at Computex in Taipei, a 550-billion-parameter open-weight AI model that marks the company's largest open AI release to date. CEO Jensen Huang announced the model during his keynote address, positioning it as the highest-ranking U.S. open-weight model on in

DuckDuckGo launched No-AI Search extensions for Chrome and Firefox on June 1, offering users an AI-free search experience through its noai.duckduckgo.com subdomain. The launch followed Google's announcement at I/O earlier in May of what it called 'the biggest upgrade to its Search box in over 25

Alphabet announced plans to raise $80 billion to fund artificial intelligence infrastructure expansion, responding to what the company describes as unprecedented customer demand for AI compute capacity. The financing package combines $30 billion in underwritten public offerings, a $40 billion at-the

SpaceX disclosed on Monday in an amended initial public offering filing that it may issue a significant amount of equity in connection with future transactions, warning investors that additional acquisitions, investments, or major deals after reaching public markets could dilute existing

Gate News bot 消息，Gate 行情显示，ETH 跌破 2000 USDT，现价 1999.87 USDT。

Bill Zanker, a longtime associate of President Donald Trump, announced the launch of a Trump Coin Club that will provide top holders of the president's meme coin with access to exclusive events. The first event will take place next month at the FIFA World Cup finals, offering the top 19 token holder

Himanshu Sahay, co-founder and CTO of Arch Lending, argues Bitcoin holders should borrow against their holdings rather than spend the cryptocurrency. Sahay co-founded Arch Lending in early 2022 with CEO Dhruv Patel, and the firm makes overcollateralized crypto-backed loans against Bitcoin,