News

BlockBeats News, June 15th, according to Bitget market data, Brent crude oil fell below $82 per barrel for the first time since March 10th, dropping 4.76% during the day. WTI oil is currently trading at $80.10, down over 5% intraday.

BlockBeats News, June 15th, Ventuals announced today that it will gradually wind down its operations and join another team within the Hyperliquid ecosystem, marking the end of its "all-weather private sale market" experiment. The project, which previously focused on allowing users to trade pre-IPO private tech company exposure, has accumulated over 500,000 HYPE in funding and around $6.5 billion in trading volume. According to the announcement, all deployed HIP-3 markets will enter the settlement process as planned, with pre-IPO markets such as OpenAI and Anthropic being settled based on the past 24-hour TWAP price freeze and completing the final settlement, with OpenAI settling at $1,341.80 and Anthropic at $1,618.90. In addition, commodity and index markets (such as MAG7, semiconductors, energy, defense, etc.) will also be gradually halted from trading starting on June 18th and settled based on the final available external price, with all outstanding positions automatically liquidated. The platform stated that vHYPE holders can redeem staked assets at a 1:1 ratio and receive corresponding on-chain staking rewards. The withdrawal process will begin batch processing on June 19th, with a processing time ranging from about 7 to 72 hours. Meanwhile, Ventuals confirmed the termination of the points and referral program and explicitly stated that they will not issue tokens. The reason is that there is no longer a value capture foundation after the project termination. All users must complete fund withdrawals and wallet exports by September 15th.

BlockBeats News, June 15th, "White Hair Stock God" Serenity posted an article stating that the three major themes he proposed earlier, "Neoclouds, Photonics, and Memory," are gradually unfolding, and have been reflected in the performance of relevant individual stocks. The investor pointed out that the market is transitioning from the traditional software narrative to a repricing process of AI infrastructure chains, where photonics technology is still in the early stages, and memory demand may become a direction for structural growth. He mentioned that some individual stocks such as AAOI, NBIS, etc., have already reflected related thematic trading opportunities, and believed that Nebius has the potential to grow into a long-term winner similar to an "AI infrastructure version of AWS," while memory chip manufacturers like Micron (MU), SK Hynix, and Samsung Electronics may undergo a valuation reshaping similar to Nvidia (NVDA) under structural demand drivers. At the same time, he also warned that some targets (such as IREN) may be affected by ongoing financing and selling pressure, showing relatively lagging performance. The core logic of this view is that the investment theme of the AI market is shifting from the application layer to the underlying computation power and storage infrastructure concentration. Future gains will come more from thematic selection and highly concentrated positions, rather than a broadly diversified software investment strategy.