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Morning Report | Strategy sold 32 BTC and over 800,000 shares of MSTR last week; Binance officially announced its U.S. stock trading portal; Polymarket reached an exclusive partnership with OneFootball
Overview of Important Market Events on June 1st
Zhou Hang: How much is SpaceX really worth?
Great companies do not equal good stocks: A deep analysis of why SpaceX's $1.75 trillion IPO valuation may contain a $1.25 trillion bubble, and retail investors should avoid blindly chasing "story premiums."
IOSG: From Coinbase to Upbit: How a Token Completes a 28-Day Journey of Taking Over
The IOSG report indicates that by 2026, the listing of tokens on first-tier exchanges has formed a highly structured path where Coinbase and ByBit are responsible for initial discovery, Binance quickly verifies and confirms, and Korean exchanges provide liquidity at the end.
Exclusive Interview with Alpaca CEO: What is the background of the US stock underlying service provider behind Binance and Bitget?
Binance and Bitget's underlying service provider in the US stock market, Alpaca, has entered the unicorn club with its "AWS of Finance" model, currently holding 94% of the tokenized US stock market share and is accelerating the transformation of global on-chain financial infrastructure.
Variant: Three types of L1 assets are highly likely to become the main means of value storage
The basic judgment factors include: technical durability, resistance to censorship, scarcity, economic productivity, etc.
Does the performance on Perp DEX become an "invisible threshold" and "amplifier" for new coins to go live on CEX?
The liquidity migration of the new currency in 2026 from the perspective of open interest (OI) and asset labels.
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