「White-Haired Stock God」 Serenity: AI Infrastructure Enters 「New Narrative Cycle」, Photonics and Memory May Become the Next Mainstream
June 15: Serenity, nicknamed the "White-Haired Stock Guru," published an article noting that the three themes he flagged earlier—Neoclouds, Photonics, and Memory—are gradually taking shape and have already been reflected in the performance of related individual stocks.
The investor highlighted that the market is transitioning from a traditional software narrative to a repricing phase for AI infrastructure chains, adding that photonics technology remains in early development while memory demand is emerging as a key structural growth driver.
He pointed out that select stocks including AAOI and NBIS have already captured related thematic trading opportunities, and that Nebius holds potential to become a long-term leader akin to an "AI infrastructure version of Amazon Web Services (AWS)." He also noted that memory chip makers like Micron (MU), SK Hynix, and Samsung Electronics could undergo valuation reshaping on par with Nvidia (NVDA) fueled by structural demand shifts.
At the same tim
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AI agents are starting to use a cryptographic wallet, blurring the boundaries between DeFi and automated finance.
June 15 — As “agentic AI” capabilities advance, AI systems are evolving beyond informational tools into agents that drive tangible economic activity, now able to connect to crypto wallets and perform on-chain operations. Research shows these AI agents could one day manage portfolio monitoring, execute trades, cover service fees, and run DeFi strategies, though right now most remain in a strictly human-in-the-loop controlled phase.
Blockchain’s key traits — 24/7 uptime, no reliance on legacy banking identity frameworks, and programmable execution — make it far more suited for AI agents to handle micropayments and automatic settlements than traditional financial systems. That said, this shift also brings new risks, such as oracle injection attacks, accidental transaction execution, unauthorized permission misuse, and vulnerabilities in smart contract interactions.
The industry is building “agent wallets” to set clear guardrails for AI behavior via whitelisting, spending limits, multi-s
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The US "Clarity Act" to Increase Difficulty Before July 4th, Leaving Only 9 Working Days in the Legislative Window
June 15: The chances of the U.S. "Clarity Act" clearing Congress by July 4 and being signed into law by the president are fading, with the primary roadblock being a severe mismatch between the legislative timeline and the time left.
Sources note there are just around 9 Senate working days ahead of the chamber’s recess. Lawmakers still have several critical steps to wrap up: reconciling bills from the Senate Banking and Agriculture Committees, agreeing on ethics provisions, securing 60 votes for cloture, and finishing multiple rounds of amendment votes and final passage.
Even if the Senate wraps up its deliberations, the revised bill must still clear the House of Representatives before heading to the president for signature. The piece calls the process "mathematically almost impossible."
Still, some policymakers hold out hope the bill could pass by the end of the year. Patrick Witt, executive director of the White House Cryptocurrency Policy Office, previously voiced optimism for a J
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Munster: US-Iran agreement electronically signed on Sunday
June 15 (CNN) — U.S. Vice President JD Vance announced that the U.S.-Iran agreement was signed electronically over the weekend, making the deal effective immediately, and Iran will not receive any newly unfrozen funds.
In an appearance on ABC TV, Vance said: “We signed the agreement electronically yesterday, and so far, no funds have been released. That will stay that way.”
While there had been prior speculation about an electronic signature ahead of the full deal being finalized, that detail was only confirmed publicly now. Separately, former President Trump announced Sunday that the formal in-person signing ceremony for the agreement will take place in Switzerland this Friday. In his announcement of the deal, Trump noted: “As the strait reopens in conjunction with Friday’s agreement signing, it creates conditions for demining work, and oil will flow again from both ends of the strait to the region and beyond!”
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Whale Holder geministar.eth Increases ETH Holdings by Over 21,000 ETH, Valued at $37.05 Million
June 15: On-chain analytics firm Lookonchain reports that the whale wallet address geministar.eth increased its Ethereum holdings on Binance by 21,136 ETH today, valued at $37.05 million.
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Kraken Launches Crypto Perpetual Futures Trading in the United States, Expanding Compliance-driven Derivatives Offering
On June 15, cryptocurrency exchange Kraken announced it will launch crypto perpetual futures trading for U.S. users on its professional trading platform Kraken Pro, marking the firm’s latest expansion into the U.S. derivatives market.
Perpetual futures are derivatives with no expiry date, using a funding rate mechanism to tie their price to the spot market—popular for leveraged trading of assets like Bitcoin (BTC) and Ethereum (ETH).
The launch comes on the back of Kraken’s acquisition of Bitnomial, a CFTC-regulated exchange, clearinghouse, and broker, earlier this May. Separately, the U.S. Commodity Futures Trading Commission (CFTC) recently greenlit Kalshi to offer Bitcoin perpetual futures and gave Coinbase the nod to launch “quasi-perpetual” long-term futures products.
Regulators under the current U.S. administration are ramping up efforts to drive the “domestication” of crypto derivatives, aiming to lure trading activity back from overseas platforms to regulated U.S. markets. M
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