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Article

Gemma 4 12B: As top-tier AI starts to come down from the cloud, the era of local intelligence for everyone is dawning

Introduction: The big model competition is entering a new phase
Over the past few years, the most talked-about topic in the AI space has revolved around 'big'. Whether it's OpenAI, Google DeepMind, or Anthropic and Meta, major tech companies are consistently breaking records for model parameter sizes. Models with hundreds of billions, trillions, or even more parameters keep emerging, and while model capabilities are on the rise, the demand for computational resources is skyrocketing. For the average user, the cutting-edge AI capabilities seem to be firmly locked away in large data centers and cloud computing platforms, accessible only through paid API interfaces to indirectly utilize these powerful intelligent systems.

137Labs

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Article

Deep Dive into Binance's Real US Stock Trading: Background, Rules, and Industry Impact of Crypto Platforms Entering Traditional Equity Markets

On June 1, 2026, Binance, the world's largest crypto exchange, suddenly announced that it would officially open trading for over 7,000 real US stocks and ETFs. This means that non-US users can finally buy and sell real stocks directly on the Binance app using crypto, without needing to open accounts with traditional brokers, convert currencies, or stay up late watching the charts. With this move, Binance is truly merging 'crypto + traditional finance' and has taken a significant step toward becoming a multi-asset super app. This article will systematically analyze the background, trading rules, fee structure, comparisons with ONDO's on-chain RWA, multi-dimensional impacts, potential risks and challenges, and future outlook to interpret the signals, opportunities, and risks behind this action. In simple terms, this is not just a product launch; it could be a turning point for the deep integration of the crypto industry with traditional finance.

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Article

NVIDIA's DSX Ecosystem Adds New Partners: These Companies Are Worth Watching Closely

Jensen Huang sparked a wave on June 1, 2026, during the keynote at GTC Taipei. The live audience, alongside global online viewers, witnessed AI entering a brand new practical profit phase, with the DSX AI Factory Ecosystem becoming the focal point, marking a significant acceleration into the full-stack collaborative era of global AI factory construction.
This article dives into the core highlights from the speech, covering the DSX platform's tech architecture application value, a summary of new ecosystem partners categorized, strategic investment perspective analysis, and future outlook from multiple angles, giving a comprehensive rundown of the key points from the GTC Taipei conference and the new ecosystem partners.

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Anthropic Pre-IPO Frenzy: $965 Billion Valuation Hits, Crypto Shadow IPO Market Experiences Price Differentiation and Trading Volume Surge

The AI sector has once again set new records. On May 28, Beijing time, Anthropic officially announced the completion of a $65 billion Series H financing round. The post-money valuation skyrocketed to $965 billion. The company has successfully surpassed OpenAI to become the highest-valued AI unicorn globally. On the same day, Anthropic launched Claude Opus 4.8, which has achieved significant improvements in coding capabilities, intelligent task processing, professional workflows, and long-term consistency.
This string of super bullish news has quickly ignited market enthusiasm worldwide. Anthropic is still in its private placement phase. Retail investors can’t directly participate in equity investments. In the crypto market, Pre-IPO perpetual contracts and tokenized pre-IPO exposure products have suddenly become the focus of capital chasing. Within just 24 hours after the financing announcement, the trading volume of related assets across multiple platforms has significantly surged. At the same time, prices have shown clear differentiation between platforms. This phenomenon reflects the market's diverse expectations for Anthropic's future IPO.

OPENAI-4.57%

137Labs

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Article

Decoding the DeepSeek Growth Myth: How an AI Product Without Burn Rate Captured the Globe in Just Six Months?

Introduction
If ChatGPT defined the first phase of the AI era, then DeepSeek is carving out the second phase. While OpenAI is busy building a moat with closed-source models and high subscription fees, DeepSeek has taken a different route: open source, low cost, open ecosystem, and almost aggressive cost efficiency optimization. This Chinese company, established in less than three years, has not only prompted Silicon Valley to reevaluate the competitiveness of open-source models but has also made the entire industry realize for the first time that the large model market may not be a winner-takes-all scenario like the search engine era. From the global developer frenzy sparked by the R1 release, to topping the free charts in the U.S. App Store, and becoming the new choice for countless startups and enterprise clients, DeepSeek's growth is not just a result of successful marketing but a systematic offensive centered around product, technology, ecosystem, and cognition. This article attempts to answer one question: What exactly did DeepSeek do right to carve out a niche in the AI era dominated by OpenAI?

137Labs

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Article

Yushu Technology's IPO is Approaching: Is the Robotics Sector Ready for its 'AI Moment'?

Yushu Technology has announced that its Sci-Tech Innovation Board IPO will be on June 1st, bringing the spotlight back to the robotics sector. Instead of diving deep into technical details, investors should focus on three key questions: Who are the market-recognized leaders? Which listed companies are already being traded by funds? And which industry chains might continue to expand in the upcoming market movements?
This article will take Yushu Technology's IPO as a starting point to explore the recent catalysts in the robotics industry, the performance of key stocks in the US and A-shares, the logic behind market-recognized leaders, the resilience of A-share supply chains, and potential risk points moving forward. It will primarily address several pressing questions for investors: What is currently being traded by funds? Which segments might continue to expand? What risks need to be monitored in advance?

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137 · Market Sentiment✨ 5-26

24H Hotspots - Market Overview

1. The US-Iran draft agreement has been reached, and the Strait of Hormuz will reopen for navigation within 30 days;

2. Ondo Finance founder Nathan Allman has unexpectedly passed away, with Ian De Bode stepping in as CEO;

3. Backed by the central bank, Tether plans to issue stablecoins in Georgia with government support, marking the crypto giant's expansion into new frontiers;

4. Garrett Jin has increased his HYPE holdings to 184,200 tokens, facing unrealized losses exceeding $1.7 million;

5. On-chain payments via AI Agent have surpassed $73 million, with USDC making up 98.6%;

6. Microsoft has revoked most engineer Claude Code's licenses, reverting back to GitHub Copilot CLI due to high token costs;

7. Tech Super IPO Wave in the US Stock Market: Nearly 20 companies in the pipeline: SpaceX (ticker SPCX, target June), OpenAI (as early as September), Anthropic, Databricks, Quantinuum, Oura (valuation around $11 billion) all vying for Nasdaq or NYSE listing.

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What did Duan Yongping buy in 2026? From a small stake in Circle to heavy investments in AI, reviewing the latest holdings and new market signals

Whenever Duan Yongping's name appears again in the SEC 13F filings, the market takes notice. This investor, who has long adhered to principles and long-termism, submitted a highly significant holdings report for Q1 2026 through the H&H International Investment account.
The most noteworthy thing is that he revealed his initial position in Circle. Holding 200,000 shares, valued at around $19.08 million, this represents 0.1% of his portfolio. This seemingly small position acts like a stone thrown into a lake, rippling out his insights into crypto stablecoins, digital payments, and the broader emerging financial infrastructure. Circle's entry point serves as the best perspective to observe his overall portfolio rebalancing and the evolution of his capability circle.

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137 · Market Sentiment✨ 5-25

24H Hotspots Recap - Market Overview

1. #BTC breaks through $77,000, strong altcoins taking the opportunity to shake out weak hands.

2. NY Times investigation: CFTC cleared employees questioning Trump's ties to crypto firms.

3. Vitalik: The Ethereum Foundation will become a "smaller ship", reducing #ETH sell-offs;

4. US-Iran negotiations hit a snag, market is closely watching;

5. a16z: Tokenized asset market surpasses $34 billion, a tenfold increase in two years;

6. MoonPay integrates with ChatGPT, users can buy crypto through conversation;

7. Strategy's Bitcoin holdings reach $65 billion;

8. USD1's circulation increased by 50% in four months, daily trading volume up tenfold;

9. #Base chain DEX's 24-hour trading volume exceeds #Solana .

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Project Growth Strategy Breakdown Chap.4: How Galxe Evolved from Quest Platform to Web3 Growth Infrastructure

When many folks first dive into Galxe, they often see it as just another typical Web3 Quest platform: users complete tasks like following Twitter, joining Discord, and interacting on-chain to earn NFTs, points, or airdrop eligibility. At first glance, this setup doesn’t seem much different from the multitude of task platforms that have popped up over the past few years. Even the design of Galxe's interface feels pretty 'light', resembling a standard event tool. However, when you take a closer look at the growth trajectory of Web3 over the past few years, an intriguing phenomenon emerges: whether it's Optimism, Arbitrum, Linea, or new ecosystems like Berachain and Movement Labs, almost all have leveraged Galxe as a core growth platform. In other words, Galxe isn't just a niche tool; it's gradually becoming a key piece of infrastructure in the Web3 ecosystem's growth framework.

VIRTUAL-10.08%

HYPE-4.73%

137Labs

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137 · Market Sentiment✨ 5-22

24H Highlights - Market Overview

1. Bitcoin up 0.69% hitting a new high, Nasdaq up 0.58%, S&P 500 up 0.45%.

2. Total crypto market cap rebounded 0.3% to $2.675 trillion in the last 24 hours, #BTC briefly reclaimed $78k, currently at $77.7k, #ETH currently at $2135.

3. Bipartisan US lawmakers introduce the 'American Reserve Modernization Act' (ARMA) to establish a strategic Bitcoin reserve;

4. White House announcement shows new Federal Reserve Chair Waller will be sworn in at 11 PM Beijing time.;

5. Trump states the US government may need to repay $149 billion in tariffs;

6. Cross-chain settlement protocol Everclear announces shutdown, CLEAR token plummets 48%;

7. Tech and AI: SpaceX cancels today's flight test; Waymo halts Robotaxi services on highways in San Francisco, Los Angeles, Phoenix, and Miami; China blocks certain solar manufacturing equipment exports to Tesla; DeepSeek is developing its own Claude Code alternative; Spotify and Universal launch an authorized AI remix platform.

8. Global economic data: Japan's April CPI YoY +1.4% (forecast +1.6%), core YoY +1.4% (forecast +1.7%) lower than expected; UK May GFK consumer confidence -23 (forecast -28) better than expected; New Zealand Q1 retail sales MoM +0.9% (forecast +0.5%), YoY +4.5%.

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Article

Deep Dive into NVIDIA's Q1 Earnings: The AI Arms Race Enters the Next Phase

NVIDIA's Q1 earnings report looks like a set of numbers that are almost too good to be true: revenue of $81.62 billion, an 85% year-over-year increase; adjusted EPS of $1.87, beating market expectations; data center revenue for the quarter at $75.2 billion, up 92% year-over-year; and Q2 revenue guidance around $91 billion, also above Wall Street's forecasts. But if you just see this as 'strong demand for AI chips,' that's really only scratching the surface. What’s truly noteworthy is that NVIDIA is undergoing a synchronous leap in its business model, industry position, and capital market narrative: it's no longer just the biggest hardware supplier in the AI frenzy, but it's shaping itself into the operating system for the infrastructure of the 'AI factory era.'

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137 · Market Sentiment✨ 5-21

24H Hotspots Recap - Market Overview

1. US stocks collectively rallied, with Bitcoin hovering around $77,000;

2. SpaceX officially submitted its IPO application, revealing a holding of 18,712 BTC;

3. The Fed's April meeting minutes turned hawkish: discussions on rate cuts are nearly over, and serious considerations for rate hikes have begun;

4. Nvidia's Q1 earnings exceeded expectations, announcing an $80 billion stock buyback;

5. Institutions are ramping up their MSTR positions, with Wall Street giants increasing their Bitcoin exposure;

6. Securitize reported record Q1 revenues, with tokenized AUM hitting $3.4 billion;

7. Anthropic's Q2 revenue is expected to double to $10.9 billion;

8. Nasdaq-listed robotics and embodied AI investment fund RoboStrategy (BOT) appointed Andrew Kang, founding partner of Mechanism Capital, as CEO.

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Behind the Momentum of the IPO: Capital is Reevaluating the 'AI Driver'

Over the past decade, the automatic driving sector has been remembered by the capital markets for its most iconic story: the Robotaxi on urban roads, a driverless cab cruising the streets. It's a vision of the future mobility network being reorganized by algorithms, with a few tech firms regaining control over the entry points of city traffic. However, as this narrative has been spun for so long, the market has started to realize that while Robotaxis are incredibly imaginative, they are hindered in the long run by regulations, the complexity of urban roads, operational density, fleet costs, and consumer acceptance. The large-scale commercialization isn't rolling out as quickly as anticipated.

137Labs

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137 · Market Sentiment✨ 5-20

24H Highlights - Market Overview

1. All three major US indices closed in the red: Dow down 0.65%, S&P 500 down 0.67%, Nasdaq down 0.84%;

2. #BTC breaks $77,000: intraday gain of 0.63%. Over the past 24 hours, the entire network saw liquidations totaling $199 million, with long liquidations at $119 million and short liquidations at $79.35 million;

3. Risk of US-Iran conflict escalation increases: The US seized the tanker "Tianbo", linked to Iran, carrying over 1 million barrels of crude oil, and Trump threatens to resume airstrikes;

4. Truth Social withdraws #比特币ETF application: Trump's social platform retracts its spot Bitcoin ETF application;

5. Bitwise: #HYPE undervalued: refers to HYPE as a "second-generation" crypto token and believes it is undervalued;

6. Google launches Gemini 3.5 series: Google DeepMind releases Gemini 3.5 Flash, focusing on AI agents and programming scenarios;

7. Trump urges AI companies to self-build or procure 100% of the energy needed for data centers; the US and China agree to initiate "government-to-government AI dialogue".

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SpaceX Pre-Market Frenzy: Traditional Secondary Market vs On-Chain Perpetuals, Valuation and Aerospace Sector Opportunity Insights

Recently, the news about SpaceX going public has set social media ablaze, with discussions and predictions popping up everywhere. Yesterday, after the Hyperliquid platform launched the pre-market product #SPCX , the market instantly ignited with excitement, and participants rushed in. This wave of action continued the successful playbook from the previous Trade.xyz and Hyperliquid $CBRS project, allowing many investors to catch the pre-market opportunities early.
This article provides a comprehensive analysis of the global frenzy ahead of SpaceX's IPO by comparing launch prices across major platforms, examining the current trading data of Hyperliquid SPCX, and outlining key players in the aerospace sector. It includes multifaceted investment perspectives to clearly grasp the opportunities and risks involved.

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The Power Arms Race in the AI Era: The Energy Order Restructuring Behind NextEra's Acquisition of Dominion

Over the past three years, discussions in the market about AI have mostly revolved around models, chips, and computing power: in 2023, the concern was about insufficient GPUs, while in 2024, people started to discuss the pace of data center construction, and then the focus shifted to advanced packaging, land, and infrastructure access capabilities. The tech narrative keeps pushing upward, but a more fundamental issue is surfacing: the speed of AI expansion may no longer be determined just by chips, but by electricity. For a long time, electricity has been seen as a naturally occurring, readily available resource, and the U.S. utility sector has thus been labeled as low-growth and stable dividends, rarely taking the center stage in the tech revolution. But as the power consumption of a large AI data center begins to approach that of a city, and as the speed of data center construction starts to outpace the expansion of the power grid, energy has finally stepped into the spotlight, becoming a key variable influencing the rhythm of the AI industry.

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137 · Market Sentiment✨ 5-19

24H Hotspots Overview - Market Snapshot

1. According to CoinShares, crypto funds faced a $1.07 billion outflow this week, ending a six-week inflow streak.

2. Trump has postponed military action against Iran, temporarily easing geopolitical tensions;

3. The SEC plans to propose a "tokenized stock innovation exemption," allowing DeFi platforms to trade;

4. Echo Protocol was attacked on the #Monad chain, resulting in losses of approximately $76.7 million;

5. The 30-year US Treasury yield has surpassed 5%, hitting the highest level since the end of 2023;

6. Kevin Warsh will be sworn in at the White House on Friday, hosted by Trump, taking over from Powell. The last Fed chair to be sworn in at the White House was Greenspan in 1987;

7. DeFi TVL has dropped over 50% from its 2023 peak, with Ethereum lending falling to $23 billion;

8. On-chain GDP for #Solana reached $34.2 million in Q1: #PumpFun contributed $12.47 million in revenue; REV fell 1% quarter-over-quarter to $8.95 million (second only to Hyperliquid); RWA market cap increased 43% quarter-over-quarter to $2.01 billion.

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The New Fed Chair Warsh's Mentor—Druckenmiller: From Soros Ally to Latest Macro Thinker

In the global macro investment arena, if you were to pick a few key players who’ve truly impacted the market's history, Stanley Druckenmiller would definitely be at the top of that list. Compared to the more familiar Warren Buffett, Druckenmiller carries a more complex label: he was one of the core traders during the Soros era and the mastermind behind the Wall Street legend Duquesne; he’s created the myth of decades without an annual loss and an annualized return close to 30%, yet he chose to shut down his fund at the peak of his career.
More importantly, he’s not just a one-trick pony in the game. Value, growth, macro, trends, sector rotation, concentrated bets—these seemingly contradictory elements have come together to form a unique trading methodology for Druckenmiller.

137Labs

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Article

Samsung Bets on Mobile HBM: Is AI Moving from the Cloud to the Palm of Your Hand, a New Hotspot for Semiconductor Investment?

In the first half of 2026, the global AI market is still on fire. The demand for high-performance memory in data centers has skyrocketed like a rocket, causing storage chip prices to surge and supply to tighten. Samsung Electronics has delivered impressive results, with Q1 operating profit hitting 57.2 trillion won, a staggering year-on-year increase of over 750%, marking a historic high for the company. HBM4 chips have already started mass production and shipments, with overall HBM revenue expected to triple year-on-year in 2026; production capacity is fully locked in, and they've even received some orders for 2027 ahead of time. Samsung's product line is extensive, covering everything from the Galaxy series smartphones and tablets to high-end Exynos processors, memory chips, and display panels.

MUonAlpha-11.25%

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137Labs

Gemma 4 12B: As top-tier AI starts to come down from the cloud, the era of local intelligence for everyone is dawning

Deep Dive into Binance's Real US Stock Trading: Background, Rules, and Industry Impact of Crypto Platforms Entering Traditional Equity Markets

NVIDIA's DSX Ecosystem Adds New Partners: These Companies Are Worth Watching Closely

Anthropic Pre-IPO Frenzy: $965 Billion Valuation Hits, Crypto Shadow IPO Market Experiences Price Differentiation and Trading Volume Surge

Decoding the DeepSeek Growth Myth: How an AI Product Without Burn Rate Captured the Globe in Just Six Months?

Yushu Technology's IPO is Approaching: Is the Robotics Sector Ready for its 'AI Moment'?

What did Duan Yongping buy in 2026? From a small stake in Circle to heavy investments in AI, reviewing the latest holdings and new market signals

Project Growth Strategy Breakdown Chap.4: How Galxe Evolved from Quest Platform to Web3 Growth Infrastructure

Deep Dive into NVIDIA's Q1 Earnings: The AI Arms Race Enters the Next Phase

Behind the Momentum of the IPO: Capital is Reevaluating the 'AI Driver'

SpaceX Pre-Market Frenzy: Traditional Secondary Market vs On-Chain Perpetuals, Valuation and Aerospace Sector Opportunity Insights

The Power Arms Race in the AI Era: The Energy Order Restructuring Behind NextEra's Acquisition of Dominion

The New Fed Chair Warsh's Mentor—Druckenmiller: From Soros Ally to Latest Macro Thinker

Samsung Bets on Mobile HBM: Is AI Moving from the Cloud to the Palm of Your Hand, a New Hotspot for Semiconductor Investment?

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