「HYPE Whale」 Unrealized Gain of About $46 Million, Long Position Worth Nearly $100 Million

June 1 – Goldman Sachs released a comprehensive global semiconductor storage industry report, significantly lifting target prices for three key players: SK Hynix, Samsung Electronics, and Kioxia. Specifically, SK Hynix’s target price was hiked to 3.3–3.5 million South Korean won (implying ~53% upside), Samsung Electronics’ target jumped to 480,000 South Korean won (~60% upside), and Kioxia was upgraded to a "Buy" rating with a 12-month target price of 93,000 Japanese yen. Goldman’s revisions hinge on a historic shift in the storage sector’s valuation framework: The firm cites AI-driven sustained demand, supply constraints, and widespread long-term agreements (LTAs) as core drivers moving the industry from a highly cyclical commodity track to an AI infrastructure segment with predictable profitability. The sector’s benchmark valuation has officially switched from Price-to-Book (P/B) to Price-to-Earnings (P/E), currently anchored at roughly 9x P/E. The report also drastically re

June 1: Solana developer cavemanloverboy has proposed SIP-547, a plan to refine SOL tokenomics via a resource consumption-based fee burning mechanism. The proposal calls for a base fee of 0.1 lamports per cost unit, charged per transaction, with all collected fees burned entirely. Right now, the network’s daily base fee burn clocks in at just around 648 SOL—an amount that’s negligible compared to the roughly 60,000 SOL in daily inflation. Per community testing data, implementing this mechanism would add an estimated 1,500 to 1,800 SOL in daily burns. It would hit liquidity provider fees by 3 to 5 percent and drive a sharp surge in transaction costs for regular users; some scenarios see costs jump by over 600 percent. The proposal explicitly notes the system can only activate after the Alpenglow consensus upgrade rolls out, and it’s currently in the community discussion phase.

According to Dynamis Beating’s monitoring, MINIMAX-W (00100.HK) has officially launched the MiniMaxM3 model, which delivers state-of-the-art performance on tasks including programming and intelligent agents. Leveraging the new MSA (MiniMaxSparseAttention) attention architecture, it supports long-range context windows of up to 1 million tokens. Additionally, the MiniMaxM3 is a native multimodal model that accepts image and video inputs, and is capable of running on desktop devices. To access 24/7 continuous monitoring of global AI trends and news, click the original article link below to join Dynamis Beating’s Feishu AI News Channel.

### June 1: Booming South Korean Stock Market Sparks Surge in Personal Loans South Korea’s red-hot KOSPI index—consistently hitting record highs—has fueled a surge in personal loans as local retail investors borrow to enter the market. As of last Thursday, outstanding personal loans at the country’s five largest banks climbed to 106.99 trillion won ($709.8 billion), the highest level since November 2023 (when it reached 107.72 trillion won). The 2.65 trillion won monthly increase is the sharpest rise since April 2021. This lending growth stems mainly from overdraft credit limits, whose outstanding balance now stands at 41.93 trillion won. The stock market’s continuous rally has spurred retail investors’ demand for leveraged investments, driving a rapid rebound in personal loan volumes. Per Bitget market data, both South Korea and Japan’s stock markets notched new highs again today. The KOSPI surged 3% intraday to 8,733.67 points, while Japan’s Nikkei 225 broke through 67,000 po

On June 1, Strategy founder Michael Saylor confirmed that the dividend yield of its perpetual preferred stock STRC will remain unchanged at 11.50% through June 2026.

As of June 1, Coinglass data shows that over Ethereum’s history, of the 10 June performances dating back to 2016, only 3 saw monthly price increases while 7 posted declines. The largest June gain in Ethereum’s history came in 2017, with a 26.19% monthly price jump; the steepest June drop was recorded in 2022, when Ethereum fell 44.79% over the course of that month. From 2016 through the present, Ethereum’s average monthly return in June is -6.22%, making it the second-worst performing month of the year—only September, with an average return of -6.35%, ranks worse. The median monthly return for Ethereum in June is -2.42%.