Wu says it's a daily choice of encrypted news + macro-indicator this week

1. Over 200 encryption agencies urged the United States Senate to move forward on Clarity Act

More than 200 encryption companies and industry organizations, including Coinbase, Ripple, Kraken, Circle, a16z and Binance US, sent a joint letter to the United States Senate leadership urging the promotion of Clarity Act into the House. The bill aimed at establishing a federal regulatory framework for digital asset markets, clarifying supervisory responsibilities and providing a way to register compliance, which had been adopted by the Senate Banking Commission。

2. Bitmine plus 126,971 ETH, currently holding 5,543,872

Bitmine announced an increase of 126,971 ETHs over the past week and currently holds 5,543,872 ETHs, representing approximately 4.59 per cent of the total supply of the Taifung. The company ' s total secured assets, cash and strategic investments amounted to $9.6 billion, including $247 million in cash. Of these, 471.87 million ETH have participated in the pledge。

3. Strategy reverts to increased bitcoin, buys 1,550 BTCs, raises the hold to 84.53 million

Strategy announced that 1,550 BTCs had been purchased at approximately US$ 1001 million and that the hold-up had increased to 845,256 BTCs. Last week, the company sold 32 BTCs to finance priority share dividends. At the same time, Strategy increased the dollar reserve from $900 million to $1 billion。

ZachXBT: The recent British sanctions on HTX resulted in a large number of chain addresses being “polluted”

ZachXBT states that the recent British sanctions on HTX resulted in a large number of chain addresses being “polluted” and risk labels becoming irrelevant. He argued that HTX had a large number of retail users in Asia, unlike high-risk platforms such as Huione, Hydra, and criticized the regulators for missing a $1.25 billion money-laundering case, while choosing to sanction HTX. Previously, Fixed Float had announced a suspension and additional audit of funds from HTX。

Syscoin Disclosure Bridge Security Event: about 5 billion SYS created as unauthorized output

Syscoin issued a preliminary ex post facto report that Syscoin Bridge had some 5 billion security incidents involving SYS and that Bridge was currently suspended. Syscoin states that the assailants used the validation problems in the Bridge process to misaccept or interpret transaction certificates and created about 5 billion unauthorized SYS outputs through the UTXO Bridge path. The funds were transferred and divided into the UTXO chain, with about 4 billion SYS and about 1 billion SYS linked to two major contaminated addresses. Syscoin states that the team has identified the affected authentication routes and completed the rehabilitation programme. It is tracking funds and coordinating with the exchange and ecological partners to request that deposits of SYS related to the contaminated UTXO trajectory and its subsequent expenditures be blacked out, frozen or monitored; the user should not interact with Bridge during its suspension。

6. Wu says macro indicators and analysis this week: SpaceX listing, US CPI, ECB interest rate resolution

Summary

Last week, US employment data were higher than expected, with a direct shift from diplomatic saw-sawing to a sharp attack on missiles and drones; this week focused on SpaceX listing, ECB interest rate resolutions, and US CPI。

Last week

• The direct evolution of the US-Iraqi diplomatic chainsaw into a sharp missile-unmanned attack, Iran's “promoting talk” of deep-seated strait control, nuclear facilities and the Lebanese war bureau, and Trump's claim that Iran's war will soon end。
• THE IPO APPLICATION FOR THE WIKILEATECH BOARD WAS SUCCESSFULLY COMPLETED ON JUNE 1ST, WITH ONLY 73 DAYS TO COMPLETE, AND IS EXPECTED TO BE THE "FIRST UNIT OF HUMAN ROBOTS." THIS TIME IPO WILL RAISE 42.02 BILLION YUAN FOR PROJECTS SUCH AS INTELLIGENT ROBOT MODELS, HOME-GROWN RESEARCH AND DEVELOPMENT AND MANUFACTURING BASES。
• In Weida GTC Taipei 2026, the Congress was inaugurated, and CEO Wong In-hoon gave a heavy keynote address at the Taipei Pop Music Centre. The presentation officially announced the detonation of the “Agentic AI” era and highlighted the launch of the next generation of Vera Rubin platforms, the self-study of Vera CPU and the first AI chip to march into the PC market。
• At the annual Microsoft Developer ' s Congress (Build), Microsoft officially released a seven-part self-study model under the MAI (MSAI) system. This set of models covers the fields of reasoning, coding, visualization and multimodularity, and is designed to build a capacity bank for supporting a generation of AI smarts。
• IN THE UNITED STATES IN MAY, ADP EMPLOYED 122,000 PEOPLE, THE LARGEST INCREASE SINCE LAST JANUARY, WITH AN EXPECTED 117,000 PEOPLE, THE PREVIOUS VALUE OF 109,000。
• The Federal Reserve's May brown paper shows that US economic activity as a whole is growing at a slight to moderate rate, consumption spending continues to divide, consumption in high-income groups is relatively stable, and expenditure in low- and middle-income households is being cautiously affected by affordability pressures. The job market was generally flat, with moderate growth in only one jurisdiction, and enterprises generally maintained a “low recruitment and layoffs”. Prices have generally risen at moderate to faster rates, with most jurisdictions reflecting an increase in inflationary pressures compared with previous reports, and the rising energy costs of the Middle East conflict as a major driving factor。
• By the beginning of the week of 30 May, the United States had requested 225,000 people for unemployment benefits, and 213,000 were expected, with the previous value revised from 215,000 to 212,000。
• The United States announced an increase of 172,000 people in non-farm employment since the quarter of May, higher than market expectations; unemployment remained at 4.3 per cent. More jobs have been created in the leisure and hotel industries, local governments and health care, and jobs in the financial sector have decreased by 22 million. In March and April, total non-agricultural data were improved by 93,000 people. Average hourly wage rings increased by 0.3 per cent and 3.4 per cent over the same period。

focus event & indicators for the week

09 June

• APPLE HELD THE WWDC DEVELOPER CONFERENCE UNTIL 13 JUNE

10 June

• UNITED STATES UNSETTLED CPI ANNUAL RATE IN MAY (20:30)

11 June

• ECB Interest Rate Resolution (20:15)
• U.S. to June 6 Number of people who applied for unemployment benefit at the beginning of the week (in thousands) (20:30)

12 June

• SpaceX plans to be listed in NASDAQ
• United States Annual inflation forecast at the beginning of June (22:00)
• United States Initial Consumer Confidence Index, University of Michigan, June (22:00)