According to Odaily Planet Daily, "White-haired stock guru" Serenity has published another article commenting on Sivers Semiconductors (SIVE). He points out that the market's understanding of SIVE is still flawed. SIVE is not only serving CPO (co-packaged optics) expansion, but is a core laser supplier in the next-generation optical interconnect architecture, covering various next-generation optical communication architectures including pluggable, scale-out CPO, scale-up CPO, and NPO. It may be becoming a "laser bottleneck node" in the next-generation optical interconnect architecture. As new optical communication architectures gradually take off from 2027, the market may underestimate SIVE's position in the future AI data center optical interconnect supply chain.

Odaily Planet Daily reports that a spokesperson for the Qatari Ministry of Foreign Affairs stated that a technical and expert group has been established to discuss the terms of the final agreement between the United States and Iran; and a follow-up group has been formed to implement the memorandum of understanding until the final agreement is reached. (Jinshi)

According to Iran's Tasnim News Agency, sources close to the negotiating team stated that the Strait of Hormuz will not reopen as long as the ceasefire agreement in Lebanon is not observed and exemptions for Iranian oil sales are not granted. (Jinshi)

According to Odaily Planet Daily, Bitcoin has fallen by approximately 40% since Strategy launched its Bitcoin funding vehicle, STRC, with STRC dropping below its $100 face value, sparking discussions about the sustainability of Michael Saylor's Bitcoin "flywheel" model. Strategy currently holds over 846,000 BTC, but its recent buying pace has slowed significantly. Data shows that the company added 1,550 BTC, worth approximately $101 million, in the week ending June 8th, and another 1,587 BTC, worth approximately $100 million, in the week ending June 15th. In comparison, in April 2026, it purchased 34,164 BTC in a single week, amounting to $2.54 billion, indicating a significant decrease in recent investment. Meanwhile, Strategy previously sold 32 BTC to pay dividend obligations; although this is a very small amount compared to its overall holdings, the market believes it indicates that the company's cash flow pressure may increase as STRC funding efficiency declines. STRC was originally designed as a preferred stock instrument trading near its $100 par value, designed to attract investors by adjusting dividends and help Strategy raise funds to purchase Bitcoin. Currently, STRC's price has fallen to an all-time low, dropping as low as $82.53 before closing at $88.59, about 13% below par. Critics argue that STRC's price falling below par indicates that Strategy's funding channels are under pressure. Peter Schiff, a longtime Bitcoin critic, called STRC "like a classic centralized Ponzi scheme," arguing that the model relies on continuous fundraising or the sale of Bitcoin to sustain itself. Crypto trader DonAlt also questioned STRC's recent performance, calling its trading behavior similar to a "Ponzi scheme." However, some analysts believe that STRC's decline is more due to leveraged liquidations than a deterioration in Strategy's fundamentals. STRC had previously hovered around $99 to $100, attracting investors to use leveraged trading; the price falling below key levels triggered forced liquidations, exacerbating the decline. Analyst Scott Melker points out that STRC's current yield is actually higher due to the discount. Since the dividend is calculated based on a $100 liquidation priority, if the STRC price is $90, an 11.5% annualized dividend corresponds to an effective yield of approximately 12.8%; if the price falls to $85, the yield could exceed 13%. Strategy expects to announce the next STRC dividend adjustment on June 30th. Currently, the market is focused on whether the STRC discount will continue and whether Strategy's model of continuously increasing its BTC holdings through capital market financing can remain stable. (Cointelegraph)

According to Onchain Lens monitoring, after James Wynn's account was completely liquidated, he opened a short position of 12.57 BTC with a leverage ratio of 40x.