OneMoreReorg

It's the end of the month, and June is commonly known as the risk month. Let's review the macro events of June!
📌 First and most importantly is the Federal Reserve's interest rate meeting, the first one led by Waller, on June 18th!
Next is Japan's interest rate meeting, currently no further evidence of rate hikes in Japan, on June 13th.
Then there's the volatile Middle East situation. Personally, I don't think peace talks will come easily, which is one of the reasons for taking a break these past few days.
Non-farm payroll data on June 6th, CPI inflation data on June 11th, PCE inflation data on June 17th.
📌 Next are the topics related to U.S. bonds and U.S. stocks.
U.S. Treasury bonds will mature throughout June, not on a large scale, but routine refinancing is needed.
The authoritative figure states the scale is $1.07 trillion. If true, it will drain liquidity.
At the end of June, the end of Q2 + mid-year, is a window for institutions to realize profits. Public funds and hedge funds need to meet semi-annual performance assessments, so there's a high probability of profit-taking from the first half of the year.
Will SpaceX's IPO hurt valuations? If valuations drop, how much can they drop? We need to watch and see.
📌 Throughout the month, crude oil remains a focus.
Uncertain U.S.-Iran situation + OPEC, with expectations of OPEC meetings in June, and news about production cuts or increases.
Other than that, there’s not much else. That’s all I know for now. No detailed breakdown; too many details to list. #WTI原油失守90美元 $XTIUSD200

According to SoSoValue, on May 15th, Ethereum spot ETFs experienced a total net outflow of approximately $65.6497 million, with the largest intraday outflow being BlackRock's ETHA ($50.3527 million), and Fidelity's FETH outflowing $11.0772 million. As of the time of writing, the total net asset value is $12.93B, with a net asset ratio of 4.83%, and a cumulative net inflow of $11.83B; ETHA has a cumulative net inflow of $11.81B, and FETH $2.2B.

Mars Finance News: On May 29, according to reports, Sandisk’s Chief Technology Officer said that technological trends such as AI large models, KV caching, and hybrid expert models are making the global AI race increasingly “memory-centric,” with customers signing long-term procurement agreements at levels never seen before. Meanwhile, Sandisk disclosed that its new AI memory HBF (stacked flash memory) will be available for sampling by the end of the year, and the complete products equipped with a controller are expected to be officially launched next year. (Wide-angle observation)

According to AIMPACT, troubleshooting permissions for Snowflake data pipeline SQL access control often takes several hours. Cortex Code has launched a dedicated access troubleshooting feature designed for this scenario, simplifying the troubleshooting process to a function call that directly returns missing permissions and provides repair suggestions. This feature relies on three native permission analysis APIs: EXPLAIN_PRIVILEGES, SYSTEM$ANALYZE_ROLE_ACCESS, SYSTEM$SUGGEST_ROLE_GRANTS, generating executable GRANT statements. Engineers can verify the returned JSON results without having to perform tedious role hierarchy queries.

ME News Update, April 18 (UTC+8), according to CoinMarketCap market data, ETH is currently priced at $2,368.78, with a 24-hour decrease of 3.0%. (Source: CoinMarketCap)

According to BlockBeats, former Attorney General Pam Bondi has been appointed by Trump to join the White House Artificial Intelligence Committee, responsible for promoting coordination between the government and tech giants. Bondi was previously dismissed earlier this month and will join the President's Council of Advisors on Science and Technology, chaired by David Sacks and Michael Kratsios. The committee also includes executives such as Nvidia founder Jensen Huang, Meta CEO Mark Zuckerberg, and Oracle founder Larry Ellison.

ME News Report, May 26 (UTC+8), Strategy has completed part of its debt repurchase and adjusted its capital structure. During the week ending May 25, Strategy did not make any new Bitcoin purchases, and the holdings remained unchanged. The document shows that Strategy is optimizing its financing structure through debt management and capital market operations to support its long-term Bitcoin reserve strategy. (Source: ODAILY)

In an unsupervised learning podcast, Yang LeKun puts forward a contrarian view on the limitations of large language models, explores a robotics technology path, explains why he left Meta, and differs from Hinton and Bengio in their views on the Turing Award. He also predicts 2027, introduces the new company AMI and its bet on world models, compares OpenAI and Anthropic to Sun Microsystems, and advises PhD students to stop researching LLMs, sharing insights into AI safety, the mechanisms behind breakthrough research, and Meta FAIR’s gains and losses.

AIMPACT News, May 15 (UTC+8), NVIDIA AI officials believe that GPU-accelerated signal processing is the future of radio astronomy. Its Stelline developer kit, based on DGX Spark, allows scientists to develop computing and networking capabilities locally, then deploy them to observatories. Currently, the first batch of devices has begun shipping to scientists. (Source: InFoQ)

ME News Update, April 18 (UTC+8), Strategy proposes to change the dividend distribution frequency of STRC from monthly to biweekly. The proposal was submitted as a preliminary proxy on April 17, with plans to submit the official document and start voting on April 28, and complete the voting by June 8. If approved, the new dividend schedule will take effect from June 30, with the first payment made on July 15. (Source: MLion)

Coin World News: On May 25, 2026, the central parity rates of the RMB in the interbank foreign exchange market are as follows: USD/RMB at 6.8318, down 55 points; EUR/RMB at 7.9297, up 104 points; HKD/RMB at 0.87208, down 5.3 points; GBP/RMB at 9.1828, up 257 points; AUD/RMB at 4.8750, up 15 points; CAD/RMB at 4.9322, down 146 points; 100 JPY/RMB at 4.2905, down 28 points; RMB/RUB at 10.5114, up 649 points; NZD/RMB at 4.0006, down 51 points; MYR/RMB at 0.57994, down 0.4 points; CHF/RMB at 8.7125, up 416 points; SGD/RMB at 5.3348, down 7 points.

ADNOC CEO Sultan Jaber stated that even if the Middle East conflict ends, oil transportation through the Strait of Hormuz will take at least four months to recover to 80% of pre-war levels, with full recovery not expected until the first or second quarter of 2027. This forecast is extremely pessimistic within the industry, highlighting the long-term impact of the Iran conflict on the global economy. The strait is nearly closed, and the IEA calls this the largest energy crisis in history, with Iran gaining de facto control over a key passage, driving up oil prices and inflation, and increasing global recession concerns.