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6/29
02:46
According to monitoring data from the Svmuu Seer channel, in the “League of Legends Play-In: TL vs. DCG (BO5)” prediction event on predict.fun, TL’s probability of winning is currently reported at 92%, while DCG’s probability of winning is currently reported at 8%.
At approximately 12:50 p.m. Beijing Time today, the League of Legends Play-In Match between TL and DCG began. This match is a best-of-five (BO5) series, with the first team to win three games claiming victory. TL has already secured the first game, and the second game is currently underway.
The Svmuu Seer channel continuously monitors the prediction market, spotting changes before prices are set.
02:39
Svmuu News: The Nikkei 225 index closed up 107.23 points, or 0.15%, at 69,468.11 on Monday, June 29, after having fallen more than 1% at one point during the session. South Korea’s KOSPI index closed up 5.62 points, or 0.07%, at 8,416.83 on Monday, June 29; the KOSDAQ index closed up about 8%. After Samsung and SK announced their investment plans, the KOSPI index erased losses of up to 3.4% and turned positive during the session, while the KOSDAQ index, which tracks small-cap stocks, also rebounded. (Jin Shi)
02:39
Svmuu News: Vitalik Buterin published an article titled “Obfuscation: Building the Final Boss of Cryptography (Part I),” which systematically outlines the technology tree behind the main branch of the obfuscation protocol iO. The article notes that obfuscation technology can transform a program into a “cryptographic program,” allowing computations on plaintext inputs while hiding the internal logic. In theory, this enables a “trustless trusted third party,” and when combined with blockchain, it can be used to build a variety of applications, such as nearly trustless voting systems and auction protocols. While the current iO scheme is technically polynomial in runtime, the actual computational overhead is enormous, with an estimated runtime exceeding the lifespan of the universe.
02:32
Svmuu News: Musk posted on his social media platform X that Grok 4.5, his company’s latest-generation large language model, has officially entered beta testing internally at SpaceX and Tesla, with a wider rollout to follow.Musk also noted that SpaceX plans to release a brand-new AI model—trained “entirely from scratch”—every month for the remainder of the year. This statement suggests that future versions may not be mere improvements to existing systems, but rather entirely new foundational models built through a completely new training process.
02:30
Svmuu News: In response to the community debate over “Micron vs. NVIDIA,” Citrini Research analyst Jukan posted on X, stating, “Although MU (Micron) is not Nvidia, its future significance may surpass that of Nvidia.Inference is now directly tied to revenue, but improvements in inference performance cannot be achieved solely by adding more NVIDIA GPUs; GPUs often sit idle at low utilization rates during inference due to memory bottlenecks. For inference, adding more memory offers greater value.The return on investment for inference ultimately depends on memory, not GPUs. So why are people still focused on acquiring Micron through NVIDIA’s framework? We need to take a more comprehensive view. Inference is memory.”
02:23
Svmuu News: KalshiData posted on X that Kalshi’s weekly nominal trading volume has surpassed $10 billion for the first time.
Kalshi's weekly nominal trading volume surpassed $10 billion for the first time
02:22
Svmuu News: Polymarket has officially announced the launch of the “World Cup Knockout Stage Perfect Prediction Contest,” with a total prize pool of $2 million. This contest is open to legal residents of 47 U.S. states and the District of Columbia, excluding users in Maryland, Nevada, and Utah, who must be of legal age. The contest is void where prohibited.
According to reports, there are a total of 32 matches in the World Cup knockout stage, with 30 matches still available for prediction. Assuming a 70% accuracy rate for each match prediction, the probability of winning is approximately 1 in 64,152. By comparison, March Madness features 64 games, making this challenge roughly five orders of magnitude more difficult.
02:16
Svmuu News: Thomas Mathews, Head of Asia-Pacific Markets at Capital Economics, stated in a report that the rally in U.S. Treasuries—which had previously driven yields lower—is expected to lose momentum, while German government bonds may rise further.
He noted that U.S. Treasuries face some key tests this week. He pointed out that one of the Federal Reserve’s key reasons for cutting interest rates is to protect the health of the labor market.“But labor market momentum has strengthened recently, and we expect the U.S. June jobs report, due later this week, to be strong once again,” Mathews said, adding that it is becoming increasingly clear that labor market conditions will not serve as a reason to delay monetary tightening. “This may be the biggest risk facing U.S. Treasuries in the near term, but it is not the only one.”(Jin Shi)
02:11
Svmuu News: Samsung Group Chairman Lee Jae-yong stated, “This is a race against time.” He added that the updated plan accelerates Samsung Electronics’ efforts to build chip factories in the Seoul metropolitan area. According to the plan, Gwangju in southwestern South Korea will be developed into a new memory chip manufacturing hub, while Cheonan and Anyang will be established as high-bandwidth memory (HBM) packaging centers. Additionally, Samsung Electronics plans to deploy humanoid robots at its chip plant in Gumi, North Gyeongsang Province, and increase related investments. (Jin Shi)
02:05
Svmuu News: SK Group Chairman Choi Tae-won: Even if SK Hynix accelerates factory construction, the memory chip shortage will continue. (Jin Shi)
02:02
Svmuu News: Citigroup interest rate strategists said in a report that they have slightly raised their year-end forecast for the 10-year U.S. Treasury yield to 3.9%, up from their previous target of 3.75%. This adjustment follows the hawkish stance taken by the Federal Reserve at its June meeting.However, Citigroup strategists continue to maintain a bullish outlook on U.S. Treasuries in the medium term, as they believe the recent conflict in the Middle East will not cause inflationary pressures to spill over into core inflation. They also noted that they see the balance of risks tilting toward a weakening labor market rather than a strengthening one. (Jin Shi)
02:01
Svmuu News: According to on-chain analyst Ai, over the past 24 hours, a total of 12 addresses have spent a cumulative $1.985 million to open new positions in ANSEM. This figure only includes purchases of $100,000 or more, which helped propel the token’s price to surpass $100 million.
01:48
Svmuu News: On Monday, the South Korean government announced plans for major projects in the fields of semiconductors, physical AI, and AI data centers. South Korean President Lee Jae-myung stated that the country needs to secure the development of AI components faster than other nations and must complete the construction of semiconductor production facilities as soon as possible. Current factory sites are nearing their limits in terms of water resources and other infrastructure. The southwestern region will invest between 5 trillion and 20 trillion won in the new projects, while Gwangju and Jeolla may invest 520 trillion won in the projects.
Regarding detailed plans for factory construction, the South Korean government announced that four chip factories are expected to be built in the southwest, with an investment of approximately 800 trillion won; Samsung Electronics and SK Hynix will each build two new factories; Investment in the semiconductor sector is expected to reach at least 30 trillion won over the next 15 years, covering areas such as next-generation memory, edge AI, and defense. Investment in the semiconductor packaging cluster in the Chungcheong region is projected to reach 81 trillion won. Approximately 550 trillion won is expected to be invested in the construction of AI data centers.
The South Korean government expects to double DRAM production capacity within five years, and forecasts that the global memory market will quadruple in size over the same period. South Korean officials also stated that they aim to distribute the benefits of this growth to the public. (Jin Shi)
01:44
Svmuu News: South Korea's KOSPI index turned positive during the day after falling more than 3% earlier. (Jin Shi)
01:36
Svmuu News: The South Korean government is expected to invest approximately 550 trillion won in the construction of artificial intelligence data centers. (Jin Shi)
01:34
Svmuu News: The semiconductor equipment sector on the A-share market surged again in the afternoon session, with Huahai Qingke and Jingyi Equipment rising more than 11%. Jinhaitong and Huaya Intelligent had previously hit the daily price limit, while Huafeng Measurement & Control, Xinyuan Micro, and others followed suit with gains.
01:32
Svmuu News: According to Gate data, spot gold has fallen more than 1.00% today and is currently trading at $4,040.47 per ounce.
01:32
According to Svmuu News, Gate data shows that spot silver fell to $58 per ounce, down 1.35% on the day.
01:32
Svmuu News JPMorgan Chase has raised its year-end target for the UK FTSE 100 Index in 2026 from 10,300 points to 11,000 points.
01:30
1. Bank of America: Raised the target price for Micron to $1,550 and reiterated its “Buy” rating;
2. Robinhood forecasts that its market revenue is expected to surpass its cryptocurrency revenue in the second quarter;
3. The market cap of tokens created by ANSEM deployers exceeds $120 million, but the creator has only made a profit of $5,500;
4. The market cap of the SOL meme coin ANSEM has surpassed $125 million, surging more than 120-fold intraday;
5. Analyst: Bitcoin is at a key technical level and may fall another 30%;
6. Coinbase CEO: By using GLM models and other methods, AI spending has been reduced by nearly 50% while token usage continues to grow;
7. Yi Lihua: Bitcoin may be facing its final major downturn in this cycle, with July and August potentially being the best time to buy the dip;
8. Crypto influencer Ansem holds 604 million ANSEM tokens worth over $71 million.

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