Editor's Note: In last week's "Coin Stocks Indicator" article, we highlighted Nvidia's founder Jensen Huang's "recommended stocks," leading several individual stocks, including Marvell (MRVL), to perform impressively. Although some stocks saw a temporary drop last Friday due to a general correction in the US stock market, in the long term, they remain a high-quality asset sector worth long-term bets. Additionally, the “White Hair Stock God” Serenity has started intensively announcing stocks from markets outside of the US, briefly pushing stock prices for targets like Green Harmony and Zhongji Xuchuang in the A-share market up over 10% to even 20%, reaching the limit-up stage. Finally, the hype surrounding AI, along with the semiconductor stock speculation, continues, with many employees from Samsung and SK Hynix sharing related updates on the X platform. It's advisable to follow research institutions like @citrini and their analyst accounts closely to keep an eye on market hotspots. The "largest IPO in history" SpaceX IPO will take place this week, and participation channels can refer to "The Largest IPO is Coming, What Channels Do Retail Investors Have for SpaceX's New Shares?".
For more information on the coin stock market, you can checkMSX.COM. (Odaily Planet Daily Note: The content of this article does not constitute investment advice and is for learning and communication purposes only)
The US Stock Crypto Market is Hot and Cold, Traditional Financial Markets May Continue to Rise
Morgan Stanley: The Recent Sell-off in US Stocks is a Healthy Correction, Maintaining S&P 500 Index Target of 8000 Points
Morgan Stanley strategists stated that the sell-off in US stocks last Friday, triggered by position adjustments, is a healthy correction. Led by Mike Wilson, the team noted in their research report that this decline was led by the semiconductor and storage sectors, which have seen significant gains this year, while hedge funds and leveraged ETFs have concentrated positions, leading to a continual accumulation of risk. The team believes that if the current bull market continues until the end of the year, market adjustments are inevitable, which can have positive long-term implications. The strategist maintains a benchmark target of 8000 points for the S&P 500 Index, indicating about an 8% increase potential from current levels, and expects corporate earnings to continue strengthening with a further expansion in growth coverage, while macroeconomic data will continue to support the market.
Opinion: We are still in a "Classic Cyclical Bear Market," Concern Only Arises if BTC Doesn't Recover in Q4
Lucy Gazmararian, founder of Token Bay Capital, stated that the recent correction in Bitcoin prices aligns more closely with the characteristics of a typical "mid-cycle bear market," rather than a structural market collapse, indicating that the market is still in a regular adjustment phase of the historical cycle. Although Bitcoin prices are under pressure, there are no signs indicating that its long-term investment logic is being disrupted, so this adjustment should be viewed more as cyclical volatility rather than a signal of deteriorating fundamentals in the crypto market.
However, Gazmararian also emphasized that if Bitcoin does not show significant recovery in the fourth quarter of this year, it may imply that the market is entering a deeper level of adjustment or a stage of structural risk. Currently, the investment enthusiasm in the AI sector is rising, particularly with increasing market attention on the potential IPO of Anthropic, but this capital flow does not originate from the same pool as crypto-native capital, so the AI investment boom does not necessarily mean significant outflow of capital from the crypto market.
Weekly Updates on Coin-Stock Listed Companies
Representative Enterprises of BTC Treasury Listed Companies
Listed Companies' Weekly BTC Net Buys Surged Over 9 Times, Strategy Stands Firm on Low-Level Buying
According to SoSoValue data, as of 8:00 AM ET on June 8, 2026, the total net buy of Bitcoin by global listed companies (excluding mining companies) for the week was $101 million, an increase of 925.38% compared to last week.
Strategy (formerly MicroStrategy) spent about $100 million last week to purchase 1,550 Bitcoins at $65,332, increasing its total holdings to 845,256 Bitcoins.
Japanese listed company Metaplanet did not purchase Bitcoin last week.
Additionally, another company purchased Bitcoin last week. Asset management company Strive announced it spent $2.05 million from June 1 to June 7 to buy 32 Bitcoins at $63,911, increasing its total holdings to 19,032 Bitcoins.
Capital B announced that it has opened online voting for the June 17 shareholder meeting, authorizing the board to establish a maximum capital increase limit of €5 billion and a maximum debt issuance limit of €100 billion for the purchase of Bitcoin. Ethereum major holder BitMine announced plans to replicate the financing model of MicroStrategy, planning to raise a significant amount by issuing Series A perpetual preferred shares (code BMNP) with a yield of 9.5% that pays dividends weekly, totaling up to $300 million on the New York Stock Exchange.
As of publication, the total amount of Bitcoin held by the global listed companies (excluding mining companies) is 1,115,732 Bitcoins, an increase of 0.14% compared to last week, with a current market value of approximately $7.03 billion, accounting for 5.6% of Bitcoin's circulating market value.
Michael Saylor: Strategy's Dollar Reserves Increased by $100 Million, Totaling $1 Billion
Strategy founder Michael Saylor stated that Strategy has increased its dollar reserves by $100 million, bringing the total to $1 billion.
Strategy previously disclosed that it bought 1,550 Bitcoins last week, further increasing its Bitcoin reserves to 845,256 Bitcoins. After this increase, Strategy remains one of the publicly listed companies with the highest number of Bitcoin holdings globally and strengthens its asset allocation strategy centered around Bitcoin.
Strategy Announces Adjustment of STRC Dividend Cycle to Bi-Monthly
Bitcoin treasury company Strategy announced that its perpetual preferred share STRC dividend mechanism adjustment has been approved by shareholders, and dividends will be distributed on a bi-monthly basis.
Capital B Plans to Raise $116.4 Billion Through Issuing Credit Instruments to Increase BTC Holdings
French listed company Capital B (ALCPB) is seeking shareholder approval to raise up to $5.82 billion through issuing new shares and to raise up to $116.4 billion through issuing credit instruments to increase BTC holdings.
Bitcoin treasury company Genius Group announced the formal launch of its AI treasury, having completed the initial investments of the AGI Infinity Portfolio, purchasing 10,000 shares of Destiny Tech100 and 800 shares of Fundrise Innovation Fund as the first funds planned to be allocated in phases toward the $100 million AI treasury target.
According to disclosed data, this configuration gives Genius Group indirect exposure to several leading unlisted AI companies, including Anthropic (approximately 16% of the portfolio), SpaceX (11%), OpenAI (7.4%), Databricks (7.4%), Shield AI (2%), and Anduril Industries (0.7%). Genius Group stated it will continue to expand the AI treasury size through a monthly investment plan in the future.
Representative Enterprises of ETH Treasury Listed Companies
FG Nexus Sells 10,000 ETH, Total Loss Exceeds $100 Million
FG Nexus, marked by Arkham as a Nasdaq-listed company, transferred 10,000 Ethereum (0x4a2...b82) on Wednesday, worth about $17.8 million. FG Nexus accumulated 50,770 Ethereum at an average price of $3,860 between August and September 2025, when the holding was valued at approximately $196 million.
As Ethereum's price dropped to about $1,765, its initial investment has realized losses and unrealized losses exceeding $100 million. As of Thursday pre-market, FG Nexus's stock price fell 13.40% to $7.11.
Bitmine Discloses Increase of 126,971 ETH, Staking Amount Exceeds 4.718 Million ETH
The Ethereum treasury company Bitmine Immersion Technologies disclosed last week that it increased its holdings by 126,971 ETH. Currently, the company's crypto asset holdings include 5,543,872 ETH, 204 BTC, $88 million in Eightco Holdings equity, and $180 million in Beast Industries shares. Additionally, the total amount of ETH staked by the company is 4,718,677 ETH (calculating each ETH at $1,630, totaling $7.7 billion).
Representative Enterprises of SOL Treasury Listed Companies
Loss of Nearly $1.13 Billion, Forward Industries Deposited 455,000 SOL to Coinbase
According to Lookonchain monitoring, Forward Industries deposited 455,784 SOL, worth $3.187 million, into Coinbase Prime after a month of stagnation. Since launching its Solana reserve strategy in September 2025, Forward Industries has invested approximately $1.59 billion at an average price of $232.08 to acquire 6.83 million SOL. Currently, the value of these 6.83 million SOL holdings is only $458.6 million.
Representative Enterprises of Altcoin Treasury Listed Companies
Floating Profit Exceeds $1.1 Billion, Hyperliquid Strategies Holds About 23.7 Million HYPE
As of June 5, 2026, companies like Strategy, Metaplanet, and others, which primarily hold Bitcoin, Ethereum, and Solana, have reported huge unrealized losses. Data shows that Hyperliquid Strategies currently holds about 23.7 million HYPE—despite HYPE falling from over $74 historical highs this week, the company still has unrealized floating profits exceeding $1.1 billion. Hyperion DeFi holds about 2 million HYPE with a floating profit of about $35 million.
Hyperliquid treasury company Hyperion DeFi is unwinding two agreements totaling about $28.7 million, involving about 800,000 HYPE, which represents about 40% of its total holdings. The stablecoin USDH supporting these two transactions has effectively ceased operations. One of the larger agreements is with the Felix Foundation for 500,000 HYPE, valued at $18.3 million as of March 31, supporting trading activities in the HIP-3 perpetual contract market denominated in USDH. The second is a temporary use agreement for 300,000 HYPE with Native Markets, valued at $10.4 million on the same date, aimed at more broadly supporting the USDH economy.
TON Strategy: Earned 3.3 Million TON Staking Rewards in May, Revenue About $5.6 Million
Nasdaq-listed company TON Strategy reported that in May it obtained about 3.3 million TON rewards through staking approximately 227 million Toncoin, equivalent to about $5.6 million at market prices, with an initial annualized staking yield of approximately 1.48%. The company has staked nearly all of its held TON and, in the latest governance proposal, supports a series of effective network upgrades, including enhancements to smart contract execution efficiency, block synchronization, and verification capabilities to improve throughput and scalability.
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