MarsBit News

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【New Zhiyuan Brief】AI is no longer just a tool that gets trained; it has begun to rewrite its own evolution speed. By 2028, the countdown to RSI detonating ASI is accelerating toward us.
The countdown to AI building AI has really begun.
This time, the timeline was provided by Jack Clark, co-founder of Anthropic.
At an event hosted by the Aspen Institute, he delivered a line that made the whole room go quiet—
Before the end of 2028, recursive self-improvement (RSI) may very well come true: AI will independently invent and build the next generation stronger than itself—without needing any human researchers to participate at all.

Mars Finance news: On June 28, Critini Research analyst Jukan refuted bearish views about Micron’s future on X. Jukan said that although Micron is not Nvidia, in the future it may be even more important than Nvidia. Today, Inference (AI reasoning) is directly tied to profitability, but the issue is that simply adding more Nvidia GPUs does not make inference performance better, because GPUs are often idle due to memory bottlenecks. In the AI inference stage, increasing memory is more valuable than adding GPUs, and the ultimate investment return from inference depends more on memory than on GPUs. Therefore, people should not evaluate Micron using the same framework as Nvidia; instead, they should focus on the bigger picture—Inference is memory. Jukan believes that in the later stage of the AI era, memory, especially high-bandwidth memory (HBM), will become a more critical bottleneck and a source of greater value than GPUs, so Micron’s strategic position may exceed the extent that people currently imagine.

Mars Finance News: From the Provincial Department of Science and Technology, it was learned that the (Several Policies of Sichuan Province to Further Promote the Development of the Artificial Intelligence Industry Chain) was officially issued and implemented recently. Centered on the five dimensions of adhering to scenario-driven development to promote production through application, strengthening enterprise cultivation, integrating efforts for scientific and technological breakthroughs and成果转化 (achievement transformation), enhancing the supply of high-quality computing power and data, and continuously optimizing the development ecosystem, a package of hard-core support measures was introduced to help advance high-quality development of the province’s artificial intelligence industry through full-chain policy support, aiming to build a domestic leading highland for artificial intelligence industry development. The reporter found that the new policies uphold the core idea of “promoting industry through application.” They arrange the construction of AI application scenarios in a tiered and categorized manner, and set a gradient-based funding support standard. In building major benchmark application scenarios, they focus on eight areas: intelligent manufacturing, scientific intelligence, intelligent healthcare, intelligent government affairs, intelligent agriculture, intelligent emergency response, intelligent service industries, and low-altitude intelligent. Projects that meet the requirements may receive up to RMB 20 million in funding support. For regional demonstration carriers, the provincial AI application scenario model bases (regions) will be awarded top-choice support of up to RMB 2 million. (Sichuan Released)

Original title: Multicoin Capital latest report: HYPE could reach $319 by 2028, what will deliver the 4x upside?
Original author: Luying BlockBeats
Original source: https://www.theblockbeats.info/news/62882
Reprinted: Mars Finance
In its latest report, Multicoin Capital points the baseline scenario valuation for HYPE in 2028 to $319, more than 4x higher than roughly $63 at the time the report was released.
In this report, Hyperliquid is placed in a more aggressive position: it is no longer just a perpetual contract trading venue in DeFi, but is starting to move closer to centralized exchanges in terms of trading depth, revenue scale, and token value capture. According to Multicoin, Hyperliquid will generate approximately $873 million in revenue in 2025, with a cumulative trading volume of $2.9 trillion. Ninety-nine percent of protocol revenue is used to repurchase and effectively burn HYPE.

Mars Finance news: On June 28, Serenity said that Google reportedly limited Meta’s computing capacity in March 2026 due to tight availability of computing resources. This may explain why Meta at the time signed large-scale cooperation agreements with AI Neocloud service providers (such as NBIS), and it may also have led to certain limitations in the capabilities of the Gemini models. Serenity noted that previously, Google CEO said during an earnings call that insufficient computing resources limited Google Cloud’s ability to take on more customer needs, and that the backlog of related orders was nearly doubled compared with the previous quarter. Serenity believes this further shows that hyperscale cloud providers’ supply of computing capacity remains far below market demand and even cannot complement each other’s resources. In the long term, this will continue to support the logic behind AI data center construction and the expansion of capital expenditures.

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An astonishing scene unfolded.
Lianxun Instruments, a leading company in optical communication testing equipment, saw its stock price surge by 30 times within just two months of going public, becoming at present the only stock in the A-share market priced above 2,000 yuan.
Thus, a group of engineer employees in Suzhou reaped staggering wealth—
To retain technical talent, the company began planning years ago. After listing, nearly 100 employees held a total of 15.91% of the company’s shares through three employee shareholding platforms—Lianrui Optics & Communications, Boheng Ruizhe, and Bori Optics & Communications—and based on the current market value, this is worth over 36 billion yuan.
Once again, they marveled: “Joining a great company is the best investment.”

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Key upcoming focus next week
June 30
Strategy preferred stock STRC will go ex-dividend and reset the monthly dividend rate on June 30;
July 1
Vash, Galad, and others will deliver remarks at the European Central Bank forum;
About 75% of EU crypto platforms may lose their operating licenses, as the MiCA grace period ends on July 1, 2026;
Russia plans to ban cryptocurrency mining in Moscow and parts of the region starting July 1;
July 2
The United States will release the June nonfarm payroll data on July 2;
July 4
Trump's account will open registration and initial funding on July 4;

According to a report from Mars Finance citing data from Jintto, Google has placed limits on Meta’s use of its Gemini AI model. The report says Meta’s compute power requirements exceed what Google can provide. It was reported that around March, Google informed Meta that it could not meet all the Gemini compute capacity it was seeking to purchase, and added that this shortfall disrupted and delayed some of Meta’s internal AI projects. The report also noted that several of Google’s other customers were affected, but to a lesser extent. (Financial Times) said Meta was hit particularly hard because its demand for Google’s models was extraordinarily high.

Mars Finance news: According to ARK Invest’s latest daily trading disclosure, Cathie Wood’s ARK Invest spent $25.54 million to buy shares of Coinbase, SpaceX, Circle, Bullish, and Robinhood on June 26. The purchases included $10.19 million in Coinbase stock (68,366 shares), $7.01 million in SpaceX stock, and $5.79 million in Circle stock.

Mars Finance news: Zhiyuan announced that the 15,000th unit of its general-purpose embodied robot, the “Jingling G2,” has officially entered mass production and rolled off the production line. (China Finance Network)

Mars Finance news: On June 28, according to market data, the token "Binance Life" saw a sudden price movement. In the short term, it fell by more than 30%, once dropped to 0.5 US dollars via a sharp dip ("price spike insertion"), and has since rebounded to 0.54 US dollars. Over the past 24 hours, it has dropped 24.19%, and its market cap is currently reported at 663 million US dollars.

Mars Finance News: On June 28, according to The Korea Times, the office of the President of South Korea said on Sunday that Samsung Electronics and SK hynix will unveil major investment plans at a meeting on Monday presided over by President Yoon Suk Yeol. The related investments will be announced at a briefing session held at the Blue House at 2:00 p.m. Korean time on Monday (1:00 p.m. Beijing time on Monday), and the briefing is intended to introduce the “three major super projects” that the government is advancing to achieve balanced regional development. The spokesperson added that the plan is being jointly driven by the trade, technology, transportation, and energy departments. Samsung Electronics Chairman Lee Jae-yong and SK Group Chairman Choi Tae-won will attend the event and take part in a discussion session with other attendees. Industry observers expect that the two semiconductor manufacturers will invest more than 1,000 trillion won (about $65 billion) over the next 10 years, which could include the development of a chip-industry cluster in the southwestern Hunan region. On Saturday, President Yoon Suk Yeol called the investment a “historic achievement” and a policy move that could potentially change South Korea’s fate.

Mars Finance news: On June 28, according to data from the Ministry of Finance of El Salvador's website, El Salvador has accumulated an additional 8 bitcoins over the past 7 days. Its current bitcoin holdings amount to 7,696.37 BTC, worth approximately $461 million.

Mars Finance news, on June 28, according to monitoring by Lookonchain, a trader with the address CxCTVj achieved approximately 261x returns through trading ANSEM. Data shows that the trader initially invested only $2,330 to buy 14.2 million ANSEM. Subsequently, they have sold 4.2 million ANSEM, cashing out about $68.1k, and still hold 10 million ANSEM, which is worth approximately $548.8k based on the current price. As of now, the trader’s cumulative realized and unrealized profit totals about $614.5k, with an investment return of approximately 261x.

Mars Finance news: On June 28, Bitcoin briefly fell below $60,000 over the weekend and has dropped by about 7% over the past week. As the end of the second quarter approaches, Bitcoin is expected to record a roughly 12% quarterly decline; it had already fallen by about 22% in the first quarter and may set a historically rare record of consecutive two quarters of losses. Meanwhile, altcoins have generally fallen more than Bitcoin. Specifically, Ethereum is down about 9.5% over the past week, Dogecoin is down 11.7%, HYPE is down 10.6%, XRP is down 8.7%, Solana is down 3.5%, and TRON is down about 1.5%. Analysts believe the ongoing market pressure in this round is mainly driven by multiple factors, including continued capital flowing into the AI-driven semiconductor and storage-chip sectors, ongoing outflows from U.S. spot Bitcoin ETFs, the Federal Reserve maintaining a hawkish stance, and the U.S. dollar index staying at elevated levels. The market will watch Q3 ETF fund flows and whether demand improves to determine if the crypto market can break away from the weak performance seen in the first half of the year.

Mars Finance news: According to the latest filings disclosed by the U.S. Federal Trade Commission (FTC), Musk has obtained antitrust clearance approval for his acquisition of the optical network startup Mesh Optical Technologies. This means the FTC has completed its expedited antitrust review and will not challenge the transaction on competition grounds, removing the main regulatory hurdle for the deal to move forward. However, it has not yet been disclosed whether the transaction has been signed or completed. Mesh was founded by former SpaceX engineers. Its core product is optical transceivers for AI data centers. Compared with traditional networking hardware, it can improve energy efficiency, reduce latency, and enhance reliability, in order to meet the demand for millions of optical connections driven by the growth of AI compute clusters. The founding team previously participated in the development of the laser communication system for SpaceX’s Starlink satellite network, and plans to deploy optical communication technology in space in the future, supporting inter-satellite laser communication needs for orbital data centers and AI satellite networks. The company completed a financing round of over $50 million in February this year, led by Thrive Capital. The acquisition of Mesh is one of SpaceX’s moves to strengthen its competitiveness in large-scale compute cluster operations. Currently, SpaceX has listed AI compute as a core business segment. Its subsidiary, xAI, has operated a total of approximately 1 GW of compute across the Colossus and Colossus II training clusters. These are the first enterprises to deploy coherent AI training clusters at the gigawatt scale. Colossus II will add more than 400 MW of compute, bringing in over 220,000 GB300 chips. It has already signed compute collaboration agreements directly with Anthropic, Google, Reflection AI, and others, directly targeting hyperscale cloud providers such as Amazon Cloud, Microsoft Azure, and Google Cloud. Within the year, SpaceX has also reached Terafab chip manufacturing plans with Tesla and Intel, extending its vertically integrated capabilities from chip design through manufacturing. Over the past week, SpaceX’s stock price ended an uptrend. Its latest close was $153.23 per share, down more than 32% from its peak of $225.64 per share.

Mars Finance News: On June 28, Israel Defense Forces issued a statement saying that on June 27, the Israeli army killed several Hezbollah members in southern Lebanon. The statement said that on June 27, in the Nabatieh area in southern Lebanon, Israeli forces found several Hezbollah militants carrying rocket launchers, then launched an attack on them and killed them, while also destroying their operational sites. In addition, in another strike, the Israeli military destroyed a Hezbollah rocket launcher. The statement said the incident took place next to an "security zone" where Israeli soldiers were carrying out their duties, and that the Israeli military would continue its operations to "eliminate the threat."

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【Xin Zhiyuan Read】The most dangerous paper of the year has been released! Nvidia breaks a 20-year seal, letting AI create an even harsher “examiner” to eliminate itself. Once endless self-evolution starts, the arrival of ASI in 2028 is no joke.
Anthropic is completely “hooked” on RSI!
Co-founder Jack Clark makes an astonishing prediction: by the end of 2028, a highly autonomous, self-evolving AI will be born.
The probability is 60%！
While people are still arguing over whether the “2028 RSI” can be realized, institutions including the University of Cambridge and Nvidia have teamed up and released a major paper—

Mars Finance news: On June 28, Galaxy Microelectronics announced that the company plans to issue shares to acquire 100% equity interests in Hengtai Ke Semiconductor (Shanghai) Co., Ltd., and to raise supporting funds through a share offering. The company expects this will not constitute a major asset reorganization or a reorganization listing. The company’s shares and convertible bonds will resume trading starting from the opening of trading on June 29. (Company announcement)

According to the latest reports, the U.S. government is about to allow Anthropic to restore access to its latest large language model, Fable 5. Previously, on June 12, the U.S. government, citing national security, issued an emergency export control order to the AI company Anthropic, requiring it to immediately prohibit foreign entities from accessing the latest large language model, Fable 5, and Mythos 5. The news briefly sparked widespread concern in the market about AI and AI-compute-related concept stocks. In late May this year, AI giant Anthropic announced the completion of a Series H round of $65 billion in financing, with a post-investment valuation of $965 billion (about RMB 6.56 trillion), making it the AI startup with the highest valuation globally. (People’s Finance Network)