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6/13
20:01
Crude Oil Inventories at U.S. Delivery Hubs Are Running Low
Svmuu News: Inventories at Cushing, the U.S. crude oil delivery hub, are running critically low and nearing operational capacity limits. As the conflict in the Middle East continues to disrupt global energy supplies, Under normal circumstances, Cushing holds about 40 million barrels of oil, with a maximum storage capacity of 75 million barrels. However, the latest data from the U.S. Energy Information Administration shows that local inventories have dropped to 21.6 million barrels, just slightly above the operational warning line of approximately 20 million barrels widely recognized by the industry. (CNN)
11:54
Pakistan's Ministry of Foreign Affairs: The electronic signing ceremony for the U.S.-Iran agreement will take place on the 14th
Svmuu News: The Pakistani Ministry of Foreign Affairs issued a statement on the 13th stating that Pakistani Deputy Prime Minister and Foreign Minister Dar held a telephone conversation with Saudi Arabian Foreign Minister Faisal that day. The electronic signing ceremony for the agreement between the United States and Iran is scheduled to take place tomorrow. The statement noted that the foreign ministers of both countries welcomed the fact that U.S.-Iran negotiations have entered their final stage, with the electronic signing ceremony for the relevant agreement scheduled for tomorrow. Both sides expressed hope that this significant development would help promote lasting peace and stability in the region. The statement added that Faisal commended Pakistan’s tireless efforts in supporting mediation and dialogue throughout the process. (Xinhua News Agency)
11:00
Iran Media: Iranian Negotiation Team Has No Plans to Visit Pakistan or Geneva in the Coming Days
Svmuu News: According to Iran's state news agency, an Iranian Foreign Ministry spokesperson stated that the Iranian negotiation team has no plans to visit Pakistan or Geneva in the coming days. (Jin Shi)
10:49
Iran's Foreign Ministry: Potential Understanding Between Iran and US Only for Continued Dialogue, Not a Final Agreement
Svmuu News: Iran’s Foreign Ministry Spokesperson Esmail Baghaei stated on the 13th that any potential understanding reached between Iran and the United States is solely aimed at facilitating further dialogue between the two sides, and does not constitute a final agreement. Unfreezing Iran's frozen assets will be an indispensable part of any such understanding. According to Iran’s Student News Agency (ISNA), Baghaei told media representatives that Iran’s current focus is on ending hostilities and regional tensions across all fronts, and will not delve into the details of the nuclear issue at this stage. He emphasized that the only way to achieve regional security is to end the presence of foreign military forces in the region.
Baghaei stressed that the issue of unfreezing Iran’s assets is a crucial component of any understanding and will not be excluded. Current topics under discussion also include eliminating hostile actions by the U.S. against Iranian vessels and issues related to the Strait of Hormuz. Baghaei stated that Iran will act with the utmost prudence in advancing negotiations and diplomatic processes, while remaining vigilant based on past experience. If the other party refuses to fulfill its obligations, Iran can take countermeasures. (Xinhua)
10:35
Senior U.S. government official: We believe we have reached an agreement with Iran
Senior U.S. government official: We believe we have reached an agreement with Iran, and it is a strong one. (Jin 10)
10:14
Media: Iranian delegation to visit Pakistan on the 14th
According to foreign media reports, a delegation from Iran, including its Foreign Minister, will visit Pakistan on the 14th. (Xinhua News Agency)
10:03
Trump retweets Pakistani Prime Minister's remarks on U.S.-Iran deal
Svmuu reported that Trump posted a screenshot on social media of Pakistani Prime Minister Shehbaz Sharif's comments regarding a U.S.-Iran deal. Earlier, Shehbaz Sharif posted on social media that the U.S.-Iran agreement is closer than ever, and it is expected to be finalized within the next 24 hours.
09:56
Zcash Founder Says Claude Mythos Audit Found No Critical Vulnerabilities
Svmuu Zcash founder Zooko Wilcox posted on X stating that a security audit conducted by Anthropic's Claude Mythos AI model did not find any "more severe vulnerabilities" in the Zcash protocol. The audit was commissioned by Shielded Labs, a Swiss non-profit organization supporting Zcash development. 
On June 3, Zcash developers temporarily paused Orchard transactions after discovering a vulnerability in the shielded pool, restoring functionality through an emergency upgrade the same day. The issue stemmed from a four-year-old forging vulnerability in the Orchard shielded pool, identified by security researcher Taylor Hornby with the assistance of Anthropic's Claude Opus 4.8 model. The Zcash Foundation stated there is no evidence that the vulnerability was exploited, nor was any unauthorized value creation detected, and user privacy remained unaffected.
Anthropic released the first public version of the Claude Mythos model, Fable 5, on Tuesday, and stated on Friday that it has suspended access to the Fable 5 and Mythos 5 AI models due to export control directives issued by the U.S. government citing national security concerns. (Cointelegraph)
09:32
U.S. Releases Over 70 More UFO Files
Svmuu reported that on June 12, the U.S. Department of Defense released the third batch of documents "related to aliens, extraterrestrial life, unidentified aerial phenomena, and unidentified flying objects," including 72 previously classified videos, images, audio recordings, and written materials. In a video shot in the northeastern United States in 2024, a light source described by witnesses as resembling a "plasma sphere" hovered above a pond, with its shape and brightness intermittently changing. At times, the main light source appeared to split into smaller points of light. The object disappeared after 45 minutes. In a video filmed in 2025, two red light points were shown. (Jin Shi)
09:01
“White-Haired Stock Guru” Serenity: SIVE Surges ~1,900% in Three Months, JPMorgan and Fidelity Recently Enter the Fray
Svmuu reported that “White-Haired Stock Guru” Serenity posted on X platform, reviewing his bullish stance on SIVE. The company's initial share price was only about 4 Swedish Krona (SEK), and now it has accumulated a surge of 1,900% in roughly three months. His bullish judgment has attracted several U.S. institutions, including JPMorgan and Fidelity, to enter the market and gradually start building positions. Serenity also stated that SIVE is “the second most important investment judgment” in his history, second only to his previous bullish stance on AXTI.
08:49
U.S. Official: Iranian Intermediary Says Supreme Leader Is Satisfied with Proposed Agreement
Svmuu News: A US official said that Iran informed Washington via intermediaries that Supreme Leader Mojtaba Khamenei was satisfied with the proposed agreement. According to the official, the preliminary agreement focuses on de-escalating tensions and opening up new negotiation channels, while complex issues such as the nuclear program and sanctions have been postponed for discussion in subsequent stages. The official stated that Iran will not receive any immediate economic benefits after signing the memorandum of understanding, and any financial support or sanctions exemptions are conditional on Iran fulfilling its commitments. Iran will receive gradual economic incentives from Washington in exchange for handing over highly enriched uranium or dismantling nuclear facilities.
08:28
The U.S. and Iran are close to reaching a peace agreement; next week, the market will focus on interest rate decisions by major central banks such as the Federal Reserve
Svmuu reported that statements from Trump, Iran's Foreign Minister, and Pakistan's Prime Minister indicate that Iran and the United States are close to reaching a peace agreement. Next week, market focus will be on interest rate decisions from the Federal Reserve and several other major central banks. Kash Walsh has remained silent since being sworn in as the new Chairman of the Federal Reserve. The press conference following the June interest rate decision will verify his monetary policy stance, and the market will also be watching whether he sends clear signals regarding reforms to communication mechanisms.
08:01
U.S. Spot Bitcoin ETFs See Nearly $86 Million in Net Inflows in a Single Day
According to SoSo Value data, U.S. spot Bitcoin ETFs recorded net inflows of nearly $86 million last Friday, equivalent to approximately 1,350 BTC, with BlackRock's IBIT alone seeing net inflows of nearly $58 million. Standard Chartered's Head of Global Digital Assets Research, Geoffrey Kendrick, suggested that the recent ETF sell-off may be partly driven by some holders liquidating positions to free up cash for participation in SpaceX's IPO. Since October last year, U.S. spot Bitcoin ETFs have accumulated net outflows of $7.6 billion, including $3 billion in the first six months of 2026. 
Strategy remains the world's largest corporate holder of Bitcoin, with over 800,000 BTC in its treasury. Michael Saylor resumed Bitcoin purchases in early June, following sales by Strategy at the end of May.
07:39
Svmuu Evening Brief
1. Pakistan's Prime Minister: The US-Iran agreement is expected to be finalized within 24 hours;
2. Bitdeer maintains zero Bitcoin holdings, selling 194.4 BTC this week;
3. "White-Haired Stock Guru" Serenity: Global semiconductor material landscape may face a reassessment, with South Korea's Foosung potentially being one of the beneficiaries;
4. a16z co-founder responds to US AI regulation in a lengthy post: The dual extreme narratives between "maximum innovation freedom" and "maximum regulatory order";
5. An address dumps 3,000 ETH, valued at $4.98 million;
6. "Cathie Wood" sells AMD stock, buys SpaceX stock;
7. SpaceX ranks 9th globally by asset market capitalization, while Bitcoin temporarily ranks 17th.
07:18
Bitdeer maintains zero Bitcoin holdings, sells 194.4 BTC this week
Svmuu reports that Nasdaq-listed Bitcoin mining company Bitdeer has released its latest Bitcoin holdings data on platform X. For the week ending June 12, the company mined 194.4 BTC but also sold 194.4 BTC during the same period, resulting in a net increase of 0 BTC. It continues to maintain zero Bitcoin holdings.
07:00
Karol Nawrocki: Third Veto of Poland's Cryptocurrency Regulatory Bill
Svmuu reported that Polish President Karol Nawrocki stated in a statement that he has vetoed a cryptocurrency regulatory bill for the third time, as the bill did not incorporate his previously proposed opinions. The Polish parliament had passed the bill in May of this year, aiming to regulate the cryptocurrency industry. The bill is intended to implement the EU's Markets in Crypto-Assets Regulation (MiCA), and Poland is required to complete the relevant legislative approval by July. Nawrocki had previously vetoed similar bills twice. He stated that he supports the regulation of the crypto industry, but criticized the Polish government for ignoring most of the amendments proposed by his office during the legislative process.
06:26
Michael Saylor: 25% of Mag7 Already Hold Bitcoin on Their Balance Sheets
Svmuu reported that Michael Saylor posted on X, congratulating Elon Musk and SPCX on their historic IPO. He also noted that as a result, 25% of the Mag7 now hold Bitcoin on their balance sheets.
06:12
“White-Haired Stock Oracle” Serenity: Global Semiconductor Materials Landscape May Face Revaluation, South Korea’s Foosung Could Be Among Beneficiaries
Svmuu News “White-Haired Stock Oracle” Serenity posted on X platform stating that South Korean semiconductor materials company Foosung (market cap approximately $1.2 billion) may be entering a critical revaluation window. The rationale lies in disruptions to Japan’s WF₆ (tungsten hexafluoride) supply chain, a key precursor in semiconductor etching and deposition processes, which is crucial for global wafer manufacturing.
Serenity pointed out that if WF₆ supply continues to tighten, it will directly impact approximately one-quarter of global critical capacity demand chains, affecting major wafer fabs including SK Hynix, Samsung Electronics, and TSMC. This potential shock resembles a “Strait of Hormuz-style” supply bottleneck.
Serenity estimates that Foosung currently accounts for roughly 10% of the global WF₆ supply chain, but against the backdrop of supply contraction or restructuring, its strategic weight may increase significantly. However, Serenity emphasized that these views are merely market observations and hypothetical deductions, and currently holds no related positions.
05:30
With cumulative losses reaching $41.3 billion, SpaceX’s operations show one profitable segment and two loss-making segments
Svmuu reported that on the first trading day of SpaceX's IPO, only 4.2% of the total shares were in circulation, leading to a short-term price surge. The company's price-to-sales ratio has exceeded 112 times, higher than Tesla's 15 times and Nvidia's nearly 20 times. SpaceX's business structure shows a pattern of "one pole generating profit, two poles incurring losses." Starlink generated $11.39 billion in revenue last year, accounting for 61% of total revenue, serving over 10 million users by the end of 2025, with plans to acquire spectrum and add 15,000 satellites to launch a direct-to-cellphone service. The rocket launch business holds about an 80% share of the global commercial rocket launch market but still posted a loss of $657 million last year. xAI and future space computing services are considered high-investment ventures. According to one institution's statistics, at the current loss rate, xAI alone could deplete Starlink's profits within the next four quarters. The prospectus shows that SpaceX has accumulated a total loss of $41.3 billion since its founding in 2002.
04:46
a16z co-founder's lengthy response to US AI regulation: The dual extreme narratives between "maximum innovation freedom" and "maximum regulatory order"
Svmuu reported that a16z co-founder Marc Andreessen published a highly satirical long-form post on platform X, centered around the topic of "AI regulation." Through two extreme narratives, he presented the conflicting positions on this issue.
In the narrative "against AI regulation," Marc Andreessen portrays regulation as a force that stifles innovation, potentially killing garage startups, weakening the Silicon Valley ecosystem, increasing compliance burdens, and limiting the development of AI and computing infrastructure. He sarcastically notes, "If US AI regulators had policed our grandfathers, they would have banned the use of horse-drawn carriages."
In the narrative "supporting AI regulation," Marc Andreessen uses irony to describe the order, safety, and expansion of the industrialized compliance system that regulation could bring. This includes a massive compliance industry, strengthened government regulatory frameworks, and social redistribution mechanisms.
However, Andreessen does not offer a single conclusion in the article. Instead, through highly exaggerated language, he highlights the long-term structural conflict and rift within AI regulation between "innovation freedom" and "safety governance."
In previous news, Anthropic issued a statement saying that the US government issued an export control directive under the guise of national security authority, requiring the suspension of all foreign entities' access to AI models Fable 5 and Mythos 5, regardless of whether the personnel are within the United States, including Anthropic employees who are foreign nationals.

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