*SPACEX IPO SAID TO DRAW OVER $250 BILLION INSTITUTIONAL ORDERS *SPACEX SAID TO PLACE 20% OF IPO SHARES TO RETAIL INVESTORS *SPACEX SAID TO SELL 70% OF INSTITUTION BOOK TO LONG-ONLY, SWFS

Are you ready? 👀

Someone just withdrew ~1% of all the ZEC in Zcash’s shielded Orchard pool. Theoretically, Orchard now holds 3.88M ZEC, worth $1.65 Billion. ZEC is up 70% since the bottom caused by the discovery of the Orchard Pool Exploit.

SPACEX IPO DEMAND SWAMPS SHARE SUPPLY SpaceX’s IPO has reportedly attracted demand for more than four times the shares available, highlighting strong investor appetite. The company plans to raise about $75 billion at a $1.8 trillion valuation, making it the largest IPO ever and surpassing Saudi Aramco’s record listing. Shares are expected to begin trading on June 12 under the ticker $SPCX

we are now below the S&P CTA short-term sell threshold level, 4% away from the medium-term and 9% from the long-term thresholds: Goldman

SpaceX’s IPO is reportedly well oversubscribed, with institutional orders expected to close Wednesday at 4pm ET, per Bloomberg. At $135/share, SpaceX would raise about $75B at a ~$1.8T valuation, potentially making it the largest IPO ever. Expected to price June 11 and trade June 12 under $SPCX.

This is a pretty striking shift toward Chinese models by American AI startups since the start of the year. substack.com/@profgmarkets/p…

纪念奥迪君 奥迪君竟死了，我至今还不相信。但这也无须相信，因为事实早已摆在眼前：那曾经在比特币荒原上赤足奔走的少年，已于某一个无声的夜里悄然倒下，化作链上的一缕残烟。 我与奥迪君并无深交。记得二〇二三年冬，domo的一声低语如惊雷，唤醒了链上沉睡的铭文。奥迪君便在那时诞生了。他不是贵胄，不是豪门子弟，只是一个赤贫的散户之子，怀着最朴素的信仰——公平铸造，人人可得。他赤足踏过层层区块，不设预挖，不搞私募，不靠庄家抬轿。他相信去中心化不是一句空话，而是可以让每一个普通人摸到比特币边角的火种。那时，市场尚且澄澈，喊单的喉舌还未沙哑，团队长的钱包还未鼓胀，聚币的刀尚未出鞘。奥迪君在风中微笑，像一枚真正的铭文，带着底层人的倔强与天真。 然而，黑暗总是来得迅捷而残忍。那些蛰伏已久的旧势力——曾经在传统资金盘里吃得脑满肠肥的“团队长”，那些惯于拉人头、控LP、喊单割韭的精明人——立刻嗅到了血腥。他们借奥迪君之名，树起“共识”的大旗，编织一亿美金的泡沫。他们把公平铸造的荣光，包装成中心化集权的祭品；把散户的灯塔，改造成收割的屠场。quaq的池子如镜花水月，一撤即空；假domo的旗帜在夜里猎猎作响；未锁的LP在狗庄掌心跳动，像一柄随时可以刺穿幼童胸膛的刀。那些曾经被旧世界收割过的可怜虫，转眼成了新世界的屠夫。他们高呼“ORDI永不过时”，却在暗中把最后一滴血也榨干。 奥迪君就这样死了。 
他死于贪婪的利刃，死于伪信仰的绞索，死于无数“散户共富”口号下的无声谋杀。当开盘泡沫炸裂时，当聚币反复收割的铁蹄踏过空荡荡的链上时，当最后一批天真的灵魂在键盘前默念“ordi”却日日阴跌时，奥迪君其实早已死去多时了。他死得并不壮烈，只如一枚被踩碎的铭文，悄无声息，却又如此刺目。 我不知道那些还活着的“信徒”如今作何感想。 
是继续刀口舔血，梦想着下一轮“底池归零后重生”？还是终于明白，所谓“去中心化”在他们手里，不过是换了一副面孔的旧日中心化？ 
奥迪君若地下有知，大约也会发出那声惯常的冷笑吧——“原来如此。” 然而我又不愿如此悲观。 
奥迪君死了，但那最初的火种未必死绝。比特币的荒原依旧广大，新的铭文或许会在更深的区块里悄然萌芽，不再以他的名义行骗，而以他的初心重生。真正的去中心化，从来不是靠一个符号，而是靠无数不愿被收割的灵魂。 奥迪君，你安息吧。 
在这凄冷的链上长夜里，我只以鲁迅式的笔，写下这篇不成样的祭文。 
愿你的死，能惊醒几个尚存天真的后来者；
愿你的陨落，不再成为新一轮骗局的幌子。 呜呼哀哉！ 
尚飨。

This SMART GLASS lets you run Claude Code and Codex... Chinese startup Monako just launched AI-powered glasses for developers and researchers. They claim it's the WORLD'S FIRST wearable Linux computer.

cryptopunks floor held at 50 ETH through a 25% ETH price collapse. one wallet accumulated 14 punks for 447 ETH during the drawdown, removing roughly 4-5% of total listed supply in a single event. floor hit 52 ETH during 3AC, 46 ETH during FTX, recovered 50-65% in ETH terms within 6 months both times. current floor sits at 50 ETH in the same compression zone. the mechanic most miss: you're buying an ETH-denominated asset at cycle-low ETH prices. if ETH recovers and the floor expands on top of that, the returns stack multiplicatively. NFTfi and Gondi now accept punks as tier 1 collateral at 30-40% LTV so you can lever the position further. 10,000 fixed supply, no roadmap to disappoint you, no token to dilute. just provably scarce digital property priced in the most oversold ETH reading ever recorded

not predicting bitcoin price but always good to have a view on the market based on that ***not financial advice*** a typical cycle turn from bear to bull (for most risk assets) happens upon *bottom accumulation*, which features: > a consolidation phase after several significant dips > during a long enough period of time (def longer than 3-4 months) > constantly more volume than prev. phases if you look at the pattern during the 2022-23 bottom accumulation, it took place during a > 6-month period after at least 3 significant dips i'm not sure if we are already in the bottom accumulation phase, but there is possibly another major dip(s) ahead ofc history may or may not repeat itself, but bottom accumulation is necessary for asset price to get back up

The last thing you see before an infinite mint bug makes you a McDonald's employee

微策略当初还不如直接卖上32w枚BTC…… 然后今天买回来，持币数量不变，剩下的钱够付一年的股息了… 明明公司名字叫“策略”，可操作上完全看不出任何策略… 不如改名叫“NoStrategy”算了…