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The Financial Supervisory Service of South Korea has issued a warning regarding single-stock leverage and inverse products, reminding retail investors to be cautious of loss risks during increased stock market volatility, and encouraging prudent investing. They will continue to monitor related investment trends and take further measures when risks intensify, including issuing more warnings.

## TL;DR
> · The Federal Reserve kept interest rates unchanged, but the dot plot showed an increased risk of rate hikes later this year.
> · Waller did not submit a personal forecast and softened traditional forward guidance, and the market needs to adjust to a Fed with fewer commitments.
> · Related assets: BTC, Nasdaq, S&P 500, 2-year U.S. Treasury, DXY, gold.

At the FOMC meeting chaired by Waller for the first time, the Federal Reserve kept the target range for the federal funds rate at 3.50%-3.75%, but after the meeting, U.S. stocks fell and Treasury yields rose, making the reaction of risk assets to this “hold steady” decision anything but easy.

The unusual part is that, although the policy rate did not change, the market began to reprice the future path. The Fed’s package this time is: rates unchanged, inflation forecasts revised upward, a hawkish tilt in the dot plot, and the new Chair Waller also publicly said that the statement removed the so-called forward guidance and said this

BlockBeats News, June 18 — Ark Invest bought 111,799 shares of Coinbase stock yesterday, worth approximately $18.4 million based on the closing price. The transaction involved its three exchange-traded funds, ARKK, ARKW, and ARKF.

At the same time, Ark reduced its holdings of 275,572 shares of Robinhood stock, cashing out nearly $29 million.

BlockBeats June 18 News: Hyperinsight shows SK Hynix stock price rose nearly 5% during trading and hit a new high, Hyperliquid quotes $1,737, a 24-hour increase of 8.3%. Trader yixie used 2x leverage to buy 2,973 shares, with an average entry price of about $1,239.9, and intraday unrealized profit increased to approximately $450k, with total unrealized profit reaching $1.47 million. Since establishing the position this year, the win rate is about 73%, storage stock trading win rate is 85%, with a historical profit of $6.61 million, and current total leverage is about 0.52%. Address 0xa65ce1d604fa901c13aa29f2126a57d9032e412b

Yanyu Technology has completed nearly $300 million in a B+ round of funding, with a post-investment valuation of over $2 billion—setting a domestic single-round record in China’s AI application market. Its ARR reached $300 million, nearly 3x higher than at the time of closing. Global benchmarks still leave a gap.
The performance was driven by LibTV, which launched in March. AI short dramas took off, breaking one million in its first month. In May, revenue grew by 13x compared with the first month.
Founder Chen Mian said the company will use an infinite canvas plus node workflow to rebuild foundational models such as Seedance 2.0 into deliverable digital labor, avoiding competition with Adobe in downstream editing and focusing on upstream creative generation.

According to Beating, the public list for the G7 AI working luncheon in France shows that the United States is in an absolute lead in the AI field: 12 seats are held by U.S. companies such as OpenAI, Anthropic, DeepMind, Scale AI, and Salesforce, while each of the other countries has only one seat. The seating arrangement hints at differences in political treatment: Altman is seated to the right of Trump, Hassabis is seated immediately to the left, and Amodei is placed across the table near Macron. Public opinion holds that the seating is not only a matter of etiquette, but also a direct reflection of Washington’s influence in corporate geopolitical power and its degree of subordination.

> Original Title: An Interview with CoreWeave Executives: AI Demand Seems to 'Intensify' Every Day
> Original Author: Tae Kim
> Compiled by: Peggy, BlockBeats
>

Editor’s Note: This interview offers a window into the AI compute power cycle: demand has not cooled off after the previous round of GPU stampedes; instead, it is being pushed higher by intelligent agents, inference, and enterprise-level AI applications.

This article interviews Brannin McBee, co-founder and Chief Development Officer of CoreWeave, and Nick Robbins, Vice President of Business Development and Investor Relations, to discuss the AI needs

Goldman Sachs Vice Chairman Kaplan says that if inflation remains high, the Federal Reserve may raise interest rates for the first time in September; if inflation does not cool down before September, a more cautious approach will be taken in the fall. Powell emphasized fighting inflation, and the market shifted to a hawkish stance, with short-term government bond sell-offs and rising yields. Kaplan also stated that if inflation remains stubborn, monetary policy will still be accommodative, typically advancing with two to three rate hikes, so there may be one or two more hikes after the September move.

Monitoring shows that the "SPCX maximum short" whale on Hyperliquid has been continuously covering short positions over the past hour. This address shorted 145.5k SPCX with 3x leverage, with a position value of approximately $27.7 million, an unrealized profit of about $1.4 million, and a return rate of roughly 14.4%. After SPCX's price exceeded $200, large short positions were established, with the peak position reaching about $30 million; after falling back to around $190, some profits were taken, then additional shorts were added, rolling over the gains to short again, currently with an average price of about $200.2. Address: 0xfc27136e42af1732ddc9ce2605ea9bff1b959d9d

Gary Marcus warns of a potential IPO for OpenAI and high computing power costs, which could impact the valuations of tech stocks reliant on AI computing power, such as Nvidia, Oracle, and CoreWeave. If the listing is blocked or expenses are squeezed and prices are reduced, related revenue may be downgraded; OpenAI has submitted an S-1, and the market is focused on cost pressures and competition with Anthropic. If AI data center financing, cloud computing contracts, and OpenAI's demand are highly linked, a decline in core customer spending could lead lenders to reassess the creditworthiness of related assets.

Micron becomes a focus of AI hardware trading, with multiple institutions raising target prices to $1,500, including Deutsche Bank, TD Cowen, and Cantor Fitzgerald bullish.
AI data centers' demand for high-bandwidth storage and DRAM will remain tight, driving price cycles.
TD Cowen and RBC indicate increased memory demand will extend the upward cycle, and the DRAM rally may continue for several quarters.
Pay attention to the shipment, gross profit, and capacity guidance in the June 24 earnings report.
At the time of publication, Micron's stock price rose.

Citigroup raises target prices for Applied Materials, Lam Research, and KLA and maintains a buy rating, stating that AI capital expenditure continues to be revised upward, boosting U.S. semiconductor equipment stocks. AMAT 710, Lam 450, KLA 290; all rose during the session. The global WFE market may grow from $145 billion in 2026 to $200 billion in 2027 and $250 billion in 2028. If cloud AI spending slows or storage capacity expansion tightens, valuations will be more sensitive to capital expenditure, and profit resilience may be under pressure.

BlockBeats News, June 18 — According to Securities Times reports, SK Hynix announced on the 18th that the company has supplied 12-layer HBM4E samples to major clients. This product is the next-generation ultra-high-performance DRAM designed for artificial intelligence (AI). Its pin rate can reach up to 16Gbps, and it will improve energy efficiency by over 20%, enhancing data processing capabilities essential for AI training and inference.