Three days after the Bet Agreement was reached, Arthur Hayes liquidated 247,334 HYPE tokens.

June 4 — During an interview on a New York Post podcast, former U.S. President Donald Trump expressed hope that Vice President Mike Pence and Secretary of State Marco Rubio would form a joint ticket for the 2028 U.S. presidential election, stating, “If they run together, I don’t know how anyone else can beat them.” Trump added that both are highly talented, have a strong rapport, and would make “a tremendous team,” but noted any such campaign would require consent from both men. He did not specify which would run for president or vice president. Barred by U.S. constitutional term limits from seeking office again after his second term ends, Trump cannot participate in the 2028 election. Right now, Pence and Rubio are widely seen as top prospects in the Republican Party. Latest polling shows they hold roughly similar support among GOP voters, and Rubio has previously hinted he would step aside if Pence launches a presidential bid.

June 4, Iran’s Islamic Revolutionary Guard Corps (IRGC) said it did not fire a missile at the passenger terminal of Kuwait International Airport, adding the damage stemmed from a misoperation after a U.S.-made Patriot anti-missile defense system failed during interception, causing an interceptor missile to fall. IRGC spokesperson Hossein Muqaddam stated an investigation found Iran’s Aerospace Force never struck Kuwait International Airport, claiming it has evidence to support the assertion. In response, U.S. Central Command (CENTCOM) rejected Iran’s claim, calling it “completely false” and accusing Tehran of “deliberately and irrationally” using missiles and drones to target civilian airports. Earlier, Kuwait’s Ministry of Foreign Affairs said Kuwait International Airport and other civilian facilities were attacked by Iranian ballistic missiles and drones, leaving one person dead and multiple others injured. Kuwait temporarily closed its airspace and suspended all air traffic, though

On June 4, the U.S. Securities and Exchange Commission (SEC) published a draft of its 2026–2030 Strategic Plan and opened the document for public comment. The plan signals that under Chairman Paul Atkins’ leadership, digital assets, capital formation, and technological modernization will be core priority areas moving forward. The draft stresses that the SEC’s goal is to put in place "clear, workable" regulatory rules that balance support for responsible innovation with investor protection. It explicitly notes that digital assets and distributed ledger technology call for a more rational, consistent, principle-centered regulatory framework. This marks one of the SEC’s clearest signals to date: the regulatory agency aims to craft a tailored regulatory framework for the crypto industry, rather than relying solely on existing securities laws and enforcement actions. Additionally, the SEC intends to modernize its disclosure rules, broaden access to private markets, and develop new fundin

June 4th: Decentralized derivatives platform Hyperliquid hit an all-time high in May for perpetual contract trading volume, with that figure making up 6.63% of total global perpetual contract volume across centralized exchanges (CEXs). The same month, its volume reached 14.4% of Binance’s. Data shows Hyperliquid is expanding beyond the DeFi sector into the wider cryptocurrency derivatives market, going head-to-head with centralized exchanges like Binance, OKX, Bybit, and Bitget. New markets launched in May via the HIP-3 framework contributed over $62 billion in trading volume, driving the platform’s overall growth. Analysts point out that on-chain perpetual contracts are maturing from a niche product to mainstream. With features like low-latency order books, self-custody models, and a more diverse trading landscape, they are starting to exert competitive pressure on traditional centralized exchanges. Industry insiders note Hyperliquid’s ongoing volume growth may push CEXs to optimiz

June 4: Following Arthur Hayes’ announcement that he is liquidating his HYPE and NEAR holdings, both tokens saw short-term price dips. HYPE dropped 5.21% to trade at $68.82, while NEAR fell 6.01% to $2.42. Hayes stated he will explain the reasoning behind his decision in an upcoming article titled “Reality Check,” set to release next Tuesday. His key takeaways include: The Iran conflict and inventory restocking are driving energy price hikes; three major AI projects will hold IPOs between now and early Q3; he predicts Trump will pivot on AI to boost the Republican Party’s midterm election chances; he forecasts the market peak will occur somewhere between now and September; and now is the time to take profits.

June 4 — Serenity, known as the "New Stock Market Guru," published an analysis noting that Co-Packaged Optics (CPO) technology is poised to enter large-scale deployment in the second half of 2027, positioning Sivers Semiconductors (NASDAQ: SIVE) as both an industry bottleneck and a critical node in the CPO ecosystem. The analysis highlights tightening supplies of continuous wave (CW) lasers. Due to prior NVIDIA-related orders, production capacities at Japanese firms Sumitomo Electric, Furukawa Electric, and Win Semi are already at full saturation. Leveraging a fab-lite operating model and securing upfront capacity at foundries like Win Semi, Sivers has locked in a significant portion of the total CW laser supply available to the market. It further points out that all major CPO routes — including those from Ayar Labs, Jabil, Marvell Celestial, and hyperscaler cloud vendors’ ASIC projects — are heavily dependent on Sivers’ laser solutions. In the near term, mature alternative suppliers