Annie 所长|5月 30, 2026 10:01
Today's Web4 alpha:
1. New stock god Serenity: hasn’t sold a single share, still buying more! SIVE Q1 2026 earnings report is out! Revenue: $6.1M, YoY -22%, but CPO demand remains strong.
2. HYPE hits a new high at $67, and the godfather of derivatives Arthur Hayes says it’s going to $150! Hyperliquid is collaborating with ICE, and Nasdaq might want to get into derivatives too? Top-tier athlete Thompson goes 50x short.
3. SPCX IPO as early as June 12! Targeting $75B in fundraising, valuation dropped to $1.8T. Musk holds 42% equity—add TSLA and other assets, and his net worth easily surpasses $1T. A14!
4. OpenAI IPO delayed, now expected to start in the fall. Citi and JPMorgan have joined the underwriting team. Current valuation: $852B. Anthropic IPO likely by year-end.
5. Intel (INTC) plunges 5%! Up nearly 5x in a year, but profit-taking is massive. Institutions are starting to lower price targets, down 35%.
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