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BlockBeats News, June 12th, the "White Hair Stock God" stated in a post that his high-conviction investment theses proposed in 2025 have performed exceptionally well. Among them, Astera Labs (ALAB) saw its stock price rise from $97 to $372, Lumentum (LITE) from $330 to $904, and Applied Optoelectronics (AAOI) from $30 to $175. Furthermore, targets he was optimistic about previously, such as Nebius (NBIS), Rocket Lab (RKLB), and TSMC (TSM), have shown strong gains. Companies like AAOI had a market capitalization of only about $3 billion at the time, which has now grown to around $14 billion. Although there was a deviation in his assessment of certain specific ASIC-related pluggable optical modules and a decrease in confidence in ALAB due to the evolution of optical interconnect technology, the overall investment logic has withstood market validation. Serenity also mentioned that as his views on companies like AXT, Inc. (AXTI) gradually gained market recognition, his influence and attention have increased. He believes that currently, some companies in a similar early-stage market capitalization phase, such as Sivers Semiconductors (SIVE), may deserve more market attention.

BlockBeats News, June 12th – Pacific Investment Management Company pointed out that the upcoming Federal Reserve meeting is not only about interest rate decisions but may also signal a shift in the policy communication framework. The new Chair, Kevin Wash, may reduce forward guidance and weaken the "dot plot," leaving the market to assess the interest rate path on its own. Richard Clarida, former Vice Chair of the Federal Reserve and current global economic advisor at Pimco, stated that investors are still adapting to Wash's communication style, and his policy views may gradually be reflected in tighter information disclosure. During the testimony phase, Wash clearly stated that he "does not believe in forward guidance," leading the market to expect the Fed to potentially shorten statements, reduce dot plot references, or even decrease communication frequency. Daniel Ivascyn, Chief Investment Officer at Pimco, believes that communication contraction may increase market volatility but also create opportunities for active investing. He pointed out that at the current interest rate levels, the reference value of tools like the dot plot has significantly diminished, and the market now has a stronger ability to price autonomously. Ivascyn also emphasized that balance sheet adjustments will have a more substantial impact than changes in communication methods. The Fed's balance sheet is currently around $6.7 trillion, and if balance sheet reduction is coordinated with interest rate path adjustments, it could significantly affect the yield curve structure. Market participants noted that amid high inflation and growth uncertainty, if the Fed further weakens forward guidance, it may decouple short-term interest rates from long-term yields, increasing the complexity of global asset pricing.

BlockBeats News, June 12th, Aptos official disclosed that a total of 187,800 APT tokens were burnt in May, permanently removed from circulation. Data shows that since the mainnet launch, Aptos has burnt approximately 1.2 million tokens. Currently, the hard cap supply limit of 210 million APT is in effect. Aptos stated that this mechanism is part of its "performance-driven tokenomics model," aiming to influence the long-term supply structure and market circulation through a continuous burning mechanism.