Cryptopolitan

The optics industry has seen heavy selling, resulting in a massive decline in the stock prices of Applied Optoelectronics (NASDAQ: AAOI). The same trend was seen in the shares of Coherent (XNYS: COHR), Lumentum (NASDAQ: LITE), and Sivers Semiconductors (STO: SIVE).
This proves a marked distinction within the AI industry between stocks that are being traded because of momentum and others that are affected by physical supply chain issues. According to AI stock analyst Serenity, there is no reason to panic as far as the decline in AAOI and SIVE stocks is concerned. It means that one should enter the market and not get out of it.
Based on a Motley Fool analysis cited by AOL, the decline in the share prices in the industry can be attributed to a decline in the semiconductor market in Korea and not necessarily due to any problem in the companies themselves. The VanEck Semiconductor ETF lost 7% while NVIDIA lost 4% on that particular day. The CBOE Volatility Index rose by 12.8%, which shows there is a shift in the industry but no actual crisis. The biggest losers were AAOI (-13.9%), COHR (-10.4%), SIVE (-8.7%), and LITE (-7.4%).
Contrarian perspective of Serenity
In light of the decline in stocks in the optics sector, an X user asked Serenity if she had lost faith in photonics. Serenity’s answer was straightforward – “I’m actually even more bullish as prices drop.”
According to Serenity, SIVE has a market cap of $1.9B and will be worth its strategic position in the silicon photonics supply chain. Based on her X post, SIVE’s partners include GlobalFoundries in reference lasers, Ayar Labs in NVIDIA’s NVLink co-packaged optics (CPO) ecosystem, POET Technologies & Jabil in next-generation 1.6T transceivers, and O-Net in ELS mass production. Moreover, Serenity went on to say that SIVE will be proven time and again as an integral partner in building up the optical networking solutions of hyperscalers. SIVE is currently being used by many suppliers because of the problem with the continuous wave laser source supply.
oh i think u misunderstand… I’m actually more bullish than ever as prices go down. $SIVE at ~$1.9B MC you have:
– $GFS reference laser
– laser for Ayar and others in $NVDA NVLink ecosystem for CPO scale up
– $POET and others for CPO scale out
– $JBL and others for 1.6T+… https://t.co/pLs3LlVC2q
— Serenity (@aleabitoreddit) June 25, 2026
BlockBeats expanded Serenity’s thesis by stating that recent negative articles on SIVE in Sweden, including their 15% increase in shares, would be attributed to the merger approval process and Nasdaq’s mechanism for listing companies rather than any decline in financial performance. Additionally, Serenity claimed that the company’s $140 million convertible note is insignificant to most U.S. institutional investors because SIVE’s gross margin is roughly 60%.
With AAOI, Serenity highlighted that management plans to generate about $471 million in monthly revenue during the second half of 2027 and has raised approximately $1.4 billion through an at-market equity offering to provide working capital to support further equity growth. Serenity then compared AAOI with Nebius, which was valued at ~$70 before its operating metrics became able to support its valuation and subsequently traded at over $250.
Real-life example of segmented pricing
The selloff of the photonics sector came after the recent stress test that indicated the selective flow of capital in the AI trade.
On June 4, Broadcom released its earnings report and presented strong results for the quarter, such as $22.2 billion in revenues and 143% year-on-year growth in revenues from AI semiconductors. Nevertheless, its forward guidance was not up to the increased expectations. As a result, Broadcom’s stock price dropped by 12.6%, Micron lost 7%, and AMD more than 4% in pre-market trading.
AAOI’s stock price demonstrated opposite dynamics, increasing by 11.8% and closing at the level of $202.89.
This dynamic is consistent with the recent trend observed previously mentioned in a Nikkei Asia report. The AI trade is starting to be segmented in terms of the investors’ approach to companies, depending on whether they have demand and execution risks or supply risks. Hardware related to bottlenecks such as laser diodes, optical transceivers, and indium phosphide substrates, started being traded based on the available capacities rather than sentiment. Capital has tended to shift toward suppliers where production limits, not order intake, are the primary constraint.
There is still execution risk related to fundamentals
The argument for buying either stock relies upon significant increases in production that have not happened thus far. AAOI’s revenue for Q1 2026 was $151.1 million (an increase of 51% from last year), but it reported a loss of $14.3 million and missed consensus estimates as well, as per TechFlow.
The company is upgrading its Texas manufacturing lines from 4-inch to 6-inch wafers, a transition that will allow it to produce 3.5x more laser diodes, according to Kucoin. Rosenblatt Securities increased its price target for AAOI to $220 and named it one of its top picks. B. Riley, on the other hand, gave a neutral rating and flagged potential delays in 800G mass production until the second half of 2026.
Currently, AAOI has a market cap of about $10 billion, and based on trailing earnings, it is not profitable. Coherent trades at 189 times trailing earnings and Lumentum at 146 times, per the AOL report, leaving a thin margin for error across the optics group if hyperscaler capital expenditure sentiment shifts.
For SIVE, the test is whether Nasdaq listing execution and partnership revenue from the CPO ecosystem convert into the kind of quarterly numbers that justify a $1.9 billion valuation for a company still in early commercialization.
Investors watching for resolution can track two catalysts: AAOI’s 6-inch wafer production timeline in the second half of 2026 and SIVE’s progress on converting its CPO pipeline partnerships into booked revenue.
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Semiconductor technology firm, Onsemi, will acquire chipmaker Synaptics in an all-stock transaction valued at about $7 billion, both companies announced on Wednesday. This combination of power semiconductors with edge computing will position the merger at the center of what both companies have referred to as “Physical AI.”
Under the agreement, Synaptics shareholders will receive 1.350 onsemi shares for each share they hold, a ratio representing an almost 19% premium average closing prices weighted against volume for both stocks in the last 10 trading days, according to the merger’s joint press release. Synaptics investors would end up owning approximately 12% of the combined company on a fully diluted basis.
Edge AI and what it means to Onsemi
Onsemi has built its business around power management and sensor chips for multiple customers including automobiles and data centers. Synaptics occupies a different semiconductor sector, ranging from edge AI processors to wireless connectivity (Wi-Fi, Bluetooth, GPS) and human-machine interface technology.
Onsemi CEO Hassane El-Khoury has framed the deal as centering on the idea that AI applications are migrating out of cloud data centers and into cars, factories, and consumer devices. These real-world AI systems need chips that the requirements of a single integrated platform.
In the Onsemi announcement, El-Khoury stated that the shift towards Physical AI will require “Power, Sense, Connected Compute and Control to work together seamlessly.” He added that the acquisition would give Onsemi “immediate connected compute capabilities” and further expand its reach in computing ecosystems.
Synaptics CEO Rahul Patel stated that the merger was a way to pair his company’s Astra AI compute platform with Onsemi’s semiconductor capacities, offering customers “integrated solutions and development platforms across every layer of the Edge AI stack.”
Timeline and financial details
Onsemi expects the merger deal to add an estimated $30 billion to the company’s total addressable market, pushing this market’s value to $243 billion by year 2030.
The deal is expected to be closed by mid-2027, pending Synaptics shareholder approval and regulatory clearance. One of Synaptics’ directors is also expected to join Onsemi’s board after the deal closes.
Morgan Stanley and J.P. Morgan Securities advised Onsemi on the transaction, with Skadden Arps as the firm’s legal counsel. Qatalyst Partners served as Synaptics’ financial advisor, and Baker McKenzie provided legal advice, according to the press release.


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On Friday (June 26), Stani Kulechov, the founder of the decentralized lending protocol Aave, expressed disbelief at a report suggesting Aave may be sold at a fraction of its current market valuation. His response suggests that larger DeFi protocols are rebuffing acquisition interest at discounted terms, despite traditional finance companies seeking ways into the onchain ecosystem through acquisition.
The report stems from claims that Payward, the parent company of Kraken, had been negotiating to acquire a 15% equity stake in Aave for $385 million. That would value Aave at roughly 30% of AAVE’s fully diluted token valuation of about $1.32 billion, according to DefiLlama data.
“First off, there is NO WAY we’d sell AAVE at a 70% discount lol,” Kulechov said on X.
Kulechov rejects the discounted-sale narrative
Kulechov has not categorically denied that Aave Labs, the for-profit development company behind the Aave protocol, could sell a portion of its AAVE token allocation.
He confirmed that several market participants have talked about buying the AAVE token, either directly or indirectly, as part of a much larger long-term partnership with Aave. However, he said the way the issue was framed was “inaccurate.”
This distinction is important because Aave Labs has a separate allocation of AAVE tokens. If Aave Labs were to sell AAVE tokens from its allocation, it would be an internal treasury transaction rather than a protocol-level transaction.
Therefore, if a party buys AAVE tokens from Aave Labs, it would not automatically gain control over the Aave DAO, nor would protocol revenue be redirected to that buyer.
Aave’s revenue model anchors the valuation debate
According to Kulechov, Aave’s financial position is sufficient reason to reject a large discount. He said Aave generates about $134 million in annualized revenue and is working on Aavenomics 3.0, which includes a new automated and non-discretionary buyback mechanism.
Aave’s revenue structure was formalized through the Aave Will Win framework, which proposed directing revenue from Aave-branded products to the DAO treasury and setting a one-year development budget. The DAO later approved a $25 million stablecoin grant and 75,000 AAVE token allocation for Aave Labs under that framework.
According to DefiLlama, Aave had a fully diluted valuation of about $1.32 billion at the time of the debate, with AAVE trading near $82.49. The same dashboard also tracks the protocol’s TVL, fees, revenue, active loans, and treasury metrics.
Kulechov’s preview of Aavenomics 3.0 is meant to reinforce the idea that token-holder value will come through protocol economics rather than a discounted sale to an outside buyer. The full details of the new buyback mechanism have not yet been released.
Kraken’s reported interest exposes Aave’s governance fault lines
The reported Payward plan fits into a broader push by centralized exchanges and fintech firms to gain exposure to DeFi infrastructure. Kraken and Aave already have a relationship: Kraken-incubated Layer 2 network Ink launched Tydro, a white-label version of Aave, as its core lending layer.
Aave has also described Tydro as an example of how Ink leverages Aave’s infrastructure to launch native lending on Kraken’s Layer 2 network.
However, the timing is complicated. Aave has faced governance unrest and pressure following the April Kelp DAO rsETH exploit. Although Aave was not the original exploit target, the incident affected Aave markets because the attacker used unbacked rsETH as collateral and triggered downstream risk across DeFi lending venues.
At least three high-profile DAO service providers have also departed or announced plans to leave. Aave Chan Initiative said it would wind down its work for the protocol after governance disputes, while BGD Labs said it would stop working with the DAO when its contract ended. Chaos Labs also announced its exit as Aave’s risk manager.
DL News reported that ACI founder Marc Zeller cast 166,200 AAVE against the Aave Will Win proposal, calling it a departure from the accountability standards the DAO had built. BGD Labs cited what it described as insufficient consideration of existing contributors’ expertise when it announced its exit in February.
Kulechov’s refusal to entertain a discounted acquisition, paired with the buyback mechanism preview, reads as an attempt to reassure token holders that the protocol’s value will accrue to them rather than to outside acquirers or insiders.


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OpenAI is leaning toward postponing its initial public offering until 2027, per a New York Times report on June 25 citing people involved in the company’s internal deliberations.
The shift represents a reversal from the late-2026 timeline OpenAI has signaled since January, with CEO Sam Altman rejecting any valuation below $1 trillion and CFO Sarah Friar pushing internally for the 2027 delay.
OpenAI’s $1T target becomes the sticking point
Advisers laid out two paths to OpenAI’s leadership: wait until 2027 and pursue the $1 trillion valuation the company has been targeting since January, OR accept a lower price tag for a faster late-2026 listing.
Altman rejected the second path, telling executives that any reduction from the $1 trillion target was off the table, per Reuters. Friar has told associates the 2027 timeline is what she has been advocating internally, citing OpenAI’s heavy cash burn, the $600 billion in compute infrastructure commitments through 2030, and the company’s readiness to meet public-company reporting obligations.
OpenAI’s last private round valued the company at approximately $850 billion. Reaching $1 trillion in a public offering requires either fresh investor enthusiasm that the SpaceX retracement has just dampened, or revenue growth that closes the gap on its own. WSJ reported earlier this week that OpenAI missed recent internal revenue targets.
SpaceX’s retracement resets the IPO calculus
SpaceX’s IPO priced at $135 per share in a $75 billion offering. Shares opened at $150, surged past $225 within a week, and briefly pushed the company’s market cap above $2 trillion. The rally did not hold. SPCX has since shed roughly 25 to 30% from its highs, trading near $153 as of June 25.
Sources close to the OpenAI deliberations told The Wall Street Journal and The Information that SpaceX’s trajectory has amplified concerns about how public markets would receive another high-profile AI listing. Prediction-market trackers show OpenAI’s odds of completing an IPO by the end of 2026 have moved sharply lower, with “no IPO by December 31, 2026” recently leading on market dashboards.
Banks have told both OpenAI and Anthropic, per the WSJ, that whoever lists first will define the new industry. The SpaceX retracement made the case that going earlier at a lower valuation carries its own downside, but Altman’s $1 trillion floor closes that escape route. The remaining options are to wait, raise more privately, and let the public-market environment turn.
GPT-5.6 faces the same gate that hit Anthropic
The IPO timing question sits alongside a more immediate operational change. The Trump White House asked OpenAI on June 25 to limit the release of GPT-5.6 to a small group of government-approved partners before any broader rollout, citing the model’s advanced capabilities.
The request came from the Office of the National Cyber Director and the Office of Science and Technology Policy. Altman told employees in a Q&A on Wednesday, June 24, that the government will be “approving access customer by customer during this preview period,” per The Information. Altman said in a memo to staff that he hopes to broaden the release a couple of weeks after the initial preview.
The structure is significant. OpenAI and the administration view GPT-5.6 as on par with Anthropic’s Claude Mythos, per a CNN source. The White House previously restricted access to Anthropic’s Mythos 5 and Fable 5 under a Commerce Department export-control order, which forced Anthropic to disable both models entirely.
The June 25 request uses a softer mechanism than the Anthropic action. Instead of a full foreign-access ban, GPT-5.6 enters a preview where the government approves enterprise customers one at a time. Trump’s June 2 executive order called the model-review framework voluntary. Two weeks later, both frontier labs are operating under it.
Commerce Secretary Howard Lutnick discussed GPT-5.6 with Altman directly on Wednesday, per Axios. Lutnick wanted assurance that all relevant parts of the government had tested and approved the model.
Anthropic gets the first shot at defining the AI IPO market
As Cryptopolitan reported in January, Anthropic hired Wilson Sonsini early to outpace OpenAI’s listing path. The company filed its confidential S-1 with the SEC on June 1, targeting an October 2026 Nasdaq debut at a $965 billion valuation, with Goldman Sachs, JPMorgan, and Morgan Stanley as lead underwriters.
The June 19 Trump softening on Anthropic, which we covered when President Trump told Axios he no longer viewed the company as a national security threat, cleared the political path for that listing. If OpenAI’s tilt to 2027 holds, Anthropic IPOs first in October 2026 and the bankers’ “whoever lists first defines the industry” framing becomes Anthropic’s headline.
Anthropic’s competitive case has hardened in the past 30 days. The company’s Polymarket-implied odds for best model are running at 94.8%. Anthropic is projected to break even by 2028 while OpenAI’s projected 2028 loss is $74 billion.
The macroeconomic environment has become more challenging because of the rate hikes from the ECB and BoJ, the shortage of memory in artificial intelligence reflected in the price hikes by Apple and Microsoft, and the retracement of SpaceX. Anthropic launches into a tougher environment than the one it pitched investors in January, but it still gets to launch first.
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Circle and Nomura have disclosed plans to set up a corporate digital asset payment settlement service in Japan by 2027.
The joint venture will allow Japanese companies to convert their yen into USDC for cross-border transactions, foreign exchange settlements, and transfers between overseas affiliates.
The move follows Japan’s approval of USDC for corporate use and is intended to reduce settlement delays that currently take a few business days through traditional banking channels.
Circle and Nomura target faster corporate cross-border payments
Circle Internet Financial, the Boston-based stablecoin issuer, announced the partnership with Japan’s financial giant Nomura Holdings on Thursday. The agreement states that the companies will roll out the corporate settlement platform in Japan as early as 2027, once the required protocols and regulations are in place.
The service will allow businesses to convert Japanese yen into U.S. dollar-backed stablecoin Circle’s USD Coin (USDC). The digital asset will be accessible to companies for cross-border payments to suppliers, for transferring the asset between overseas subsidiaries, and for settling foreign exchange transactions.
The project targets Japan’s import, export, and corporate foreign-exchange markets. According to data from the Bank for International Settlements, Japan’s foreign exchange market recorded an average daily trading volume of approximately $440 billion in 2025.
Japan’s regulatory approval supports the rollout
The announcement follows regulatory changes that expanded the use of stablecoins in Japan.
According to a CryptoPolitan report, Japan’s Financial Services Agency previously approved USDC under new payment regulations, making it the first recognized U.S. dollar stablecoin authorized for local corporate business.
Following this, the partnership will see Nomura responsible for client onboarding in Japan, managing regulatory compliance needs and bringing the settlement platform to the existing banking systems in the country.
Both firms will spend the year finalizing the banking integrations, strengthening the custody side, and wrapping up the final details of the operating structure in preparation for the planned launch.
In the proposed situation, a corporate customer will convert yen to USDC through the Nomura banking system, and the stablecoins will be transferred through a blockchain network. In a smart contract, these two transactions would then be bound together to complete both sides of the currency conversion process.
Circle already has requirements in place to accommodate this kind of community. Built on an open Layer-1 blockchain for stablecoin applications, its Arc blockchain also features a foreign exchange engine, StableFX, that allows for atomic payment-versus-payment swaps between pairs of stablecoins without the need for prefunding or bilateral credit arrangements.
According to Circle’s technical model, combining currency exchange into a single encrypted transaction bypasses the settlement window in traditional correspondent banking. This means that both the sale and the purchase are effected simultaneously, rather than at different times.
The Circle-Nomura partnership comes as more financial companies move into Japan’s regulated stablecoin market. The announcement came after SBI VC Trade launched Ripple’s dollar-backed stablecoin, RLUSD, in Japan.
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Microsoft announced on June 25 that Xbox console prices will rise worldwide on August 1, with 512GB Xbox Series S models going up $100 to $500 and 1TB models rising $150. The Xbox Series X Digital will reach $750 and the standard Series X $800. The 2TB Series X is being discontinued.
Updated XBOX Console Prices: https://t.co/aFezecPGp7
— XBOX (@XBOX) June 25, 2026
The increase came after Apple announced price hikes for its MacBook and iPad models by up to $300, positioning Microsoft as the second big manufacturer to hike prices due to AI supply-side pressure.
According to a post on Xbox Wire, “console storage and memory costs are up by 2.5 times” and that this will double again by Fall 2027. It noted that this “is especially problematic for consoles” due to the fact that consoles are usually sold for less than production costs.
The Series S launched at $300 in 2020. After August 1, it will cost $500. The standard Series X cost $500 at launch in 2020. It will now cost $800.
AI memory crunch drives Xbox prices higher
This is Microsoft’s third Xbox price increase since May 2025. The first came alongside the company’s Q3 earnings call last year. The second was a $20 to $70 bump in October 2025. The June 2026 hike is the largest.
Xbox CEO Asha Sharma has previously said component costs have risen fivefold over two years, per Yahoo Finance. Forbes contributor Paul Tassi noted the irony that big tech, including Microsoft, is pouring capital into the same AI infrastructure that is now driving up costs on its own consumer hardware.
Memory suppliers including Micron and SK Hynix have prioritized high-bandwidth memory for AI servers, leaving less standard DRAM for consoles, phones, and laptops. As Cryptopolitan reported yesterday, Micron is sitting on a $22 billion AI memory backlog after a fiscal Q3 earnings beat.
Cook told the Wall Street Journal in an interview on June 17 that the memory crisis driven by AI was a “100-year flood,” which is unprecedented in his 40 years in the business.
Apple officially announced price hikes on June 25. Hours later, Microsoft did so too.
Console makers push entry-level gaming above $500
It is not only Microsoft that passes on memory expenses to its customers purchasing consoles. PS5 Digital costs $400 initially but has risen to $600; the PS5 Pro is even costlier at $900. The cost of the latest Nintendo Switch has gone up by $50 to $500.
Valve announced in the past week that the shortage of components has impacted the price of Steam Machine, which now starts from $1,049, according to Engadget. All console manufacturers have revised their hardware prices for 2026, owing to the same reason.
A 512GB Series S at $500, a Switch 2 at $500, a PS5 Digital at $600, and a Steam Machine starting at $1,049 puts the entry-level gaming console at a price band closer to mid-range laptops than to the sub-$300 hardware that defined the category for most of the past decade.
The next generation pricing concern is that which Tassi highlighted. If a six-year-old 1TB Xbox is currently going at $800, the rumored Xbox Helix and PlayStation 6 can cost well over $1000.
Microsoft turns to financing as sticker shock grows
Alongside the price hikes, Microsoft outlined consumer programs to ease the immediate cost. Buy Now, Pay Later installment options are available at Microsoft Stores. Zero-percent APR financing for up to 12 months is available through retail partners.
The trade-in program allows users to exchange their old console for money or credit at select retailers. Refurbished consoles can be purchased at a discounted rate of up to $100 less than the new price list. Microsoft did not bring back the monthly Xbox All Access bundle (Hardware + Game Pass Ultimate) it offered between 2018 to 2023.
This price increase announcement comes amid a “reset” of the Xbox department by Microsoft with an emphasis on reducing costs and raising profit margins. The chief executive of Xbox Game Studios recently left the company. There have been claims that certain studios are likely to be shut down or spun off, such as Ninja Theory, Double Fine, and Compulsion Games.
Layoffs will likely occur once the fiscal year of Microsoft ends on June 30. The Xbox business is being repriced on both the consumer side and the operating side at the same moment, with AI memory inflation driving the consumer hikes and the broader Xbox profit push driving the studio restructuring.


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Coinbase’s layer-2 network Base experienced an outage lasting approximately two hours on Thursday after an invalid block caused a consensus failure that stopped all transactions on the chain in what seems to be its biggest outage in 90 days.
The network was affected starting at 16:03 UTC when Base’s status page indicated the mainnet’s block production as “unhealthy”. Minutes later, the Base team informed the public about the issue. “Base Mainnet is currently halted while the team works on an issue with block production,” the network said on X at about 12:20 p.m. ET. The network stated that “all funds are secure.”
Base traces outage to consensus issue
Base attributed the cause of the outage to a consensus failure that saw an invalid block get into the sequencing pipeline, preventing further block creation, according to the network’s status page updates. The Base team reported having pinpointed the cause of the outage 50 minutes after it initially reported the issue, at 16:52 UTC.
Two hours after the disruption, the Base network resumed operations. “We’ve verified widespread recovery in the ecosystem. If there are any remaining nodes that are still stuck, they will recover after restarting and syncing,” Base’s team reported on X.
Blocks are being produced normally, and we have verified widespread recovery in the ecosystem.
Any remaining stuck Base nodes will recover upon restart and syncing.
The team has found the root cause for this halt and we’ll share a full post mortem based on our learnings and…
— Base Build (@buildonbase) June 25, 2026
The team has found the root cause for this halt and we’ll share a full post-mortem based on our learnings and fixes as a top priority,” Base announced on X once operations had been restored.
Outage precedes Beryl upgrade
The Thursday disruption marked the first instance of a block production halt on Base mainnet in 90 days, as shown on the network’s status page. However, it was not an anomaly in the bigger picture. The network faced withdrawal problems lasting for about 30 hours in May, as well as another outage in August 2025. Earlier, Cryptopolitan reported that Base’s state update system was down and nobody even noticed it.
The outage further occurred hours before an intended upgrade as well. The Base network is going through the process of implementing the Beryl hardfork that brings in a new token standard for stablecoins and tokenized real-world assets, among others.
Base is one of Ethereum’s biggest L2 networks, and any stoppage of blocks will definitely be an extreme case in the context of the rollup architecture. In the event of a single-sequencer control of the blocks, it is very possible that a problem in the software or consensus will cause a stoppage of the whole blockchain network until the team takes action.
The Base team recommended that node operators in its ecosystem should restart the nodes to facilitate synchronization. However, Coinbase share price dropped by more than 5% over the last trading session. COIN traded around $142.52.
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Polijas Centrālais birojs kibernoziedzības apkarošanai (CBZC) ir aizturējis četras personas kopīgā operācijā ar FBI un Homeland Security Investigations (HSI) aģentiem.
Polijas iestādes ir izvirzījušas apsūdzības četriem aizturētajiem par SIM apmaiņas (SIM swap) uzbrukumu īstenošanu, lai nozagtu no kriptovalūtu biržu kontiem. Viņiem arī ir izvirzītas apsūdzības par noziedzīgi iegūto līdzekļu legalizēšanu, izmantojot vairākus banku kontus un digitālos makus.
Kas ir SIM apmaiņas uzbrukums?
25. jūnijā Polijas Centrālais birojs kibernoziedzības apkarošanai (CBZC), saņemot atbalstu no FBI un Homeland Security Investigations (HSI), aizturēja četras personas, kas tiek turētas aizdomās par SIM apmaiņas uzbrukumu organizēšanu, lai nozagtu kriptovalūtu un legalizētu desmitiem miljonu zlotu apmērā.

Populārais on-chain analītiķis Specter tikko ziņoja par šodien notikušu lielu Polymarket drošības pārkāpumu, kura laikā tika nozagti līdz pat 2,94 miljoniem ASV dolāru no aptuveni 11 kontiem kopā.
Saskaņā ar Specter teikto, nozagtie līdzekļi sākotnēji tika turēti kā PUSD (Polymarket USD piesaistītais nodrošinājuma tokens), pēc tam apmainīti pret ETH un nosūtīti uz galīgo adresi. Lai gan līdz šim ir identificēti 11 upuri, kopējais skaits vēl var pieaugt, jo izmeklētāji turpina izsekot vēl vairākām transakcijām.
Kāpēc vienmēr Polymarket?
Kopš pagājušā gada Polymarket ir saskāries ar pikšķerēšanas un sociālās inženierijas uzbrukumiem. Katrs uzbrukums izmantoja atšķirīgus ieejas punktus, bet sekoja vienai un tai pašai shēmai: lietotāju mānīšana, lai tie nodotu piekļuves datus, bet pēc tam viņu maku iztīrīšana, pirms viņi to pamana.

Irāna cenšas pārveidot Hormuza šaurumu par maksas tranzīta sistēmu pēc pamiera, kas bija saistīts ar Trampa nosacījumiem, un atkal atvēra ūdensceļu.
Teherāna vēlas, lai kuģi maksā par drošības, drošuma un vides pakalpojumiem, šķērsojot naftas maršrutu, un amatpersonas iespējamo gada ienākumu apmēru valstīm, kas iesaistītas, novērtē aptuveni 40 miljardu ASV dolāru apmērā saskaņā ar laikrakstu “The Wall Street Journal”.
Kā jūs zināt, Hormuza šaurums tiek uzskatīts par vienu no pasaules nozīmīgākajiem enerģijas koridoriem, tāpēc jebkurš maksājumu mehānisms ietekmētu naftas tirgotājus, tankkuģu īpašniekus, apdrošināšanas kompānijas, kriptovalūtu un biržas.

Tesla plāno palielināt iknedēļas izlaidi savā Gigafactory Berlin par 20% līdz 7 500 transportlīdzekļiem, sākot no oktobra. Lai to sasniegtu, uzņēmumam ir nepieciešami 1 000 papildu darbinieki Gruenheide objektā uz austrumiem no galvaspilsētas.
Tesla apņemas trīs paplašinājumus trīs mēnešu laikā
Šis ir trešais darbaspēka un jaudas apņemšanās Tesla paziņojums par Vācijas rūpnīcu.
Aprīlī uzņēmums paziņoja, ka piesaistīs 1 000 jaunus darbiniekus un no Q3 palielinās iknedēļas ražošanu par aptuveni piektdaļu, atsaucoties uz Reuters. Mēnesi vēlāk Tesla atklāja plānus tajā pašā vietā ieguldīt vēl vairāk līdzekļu akumulatoru šūnu ražošanā. Kopā trīs ieguldījumu kārtas radīs 3 500 darbvietas automobiļu montāžā un akumulatoru ražošanā, paziņoja Tesla.

Trešdien Apple ir strauji palielinājis savu ierīču, iPad un MacBook datoru cenas. Izpilddirektors Tims Kuks jau bija brīdinājis, ka augstākas cenas ir neizbēgamas. Iemesls ir lielais atmiņas mikroshēmu pieprasījums — to izraisīja AI uzplaukums un plašie datu centri.
iPhone šajā cenu kāpumā ir bijis veiksmīgs, jo tas tika izslēgts. Produkts ir uzņēmuma lielākais peļņas veidotājs un labākais pārdevējs. Tomēr Apple nolēma palielināt lētākā Neo klēpjdatora izmaksas no 599 līdz 699 USD. Vairākus mēnešus pirms produkts bija izpārdošanā.

Hang Ten Systems, Palo Alto uzņēmums, ko izveidoja bijušais Infosys izpilddirektors Višals Sikka, otrdien noslēdza 32 miljonu dolāru sērijas “seed” kārtu. Piesaistītie līdzekļi tiks novirzīti personāla atlasei un uzņēmuma darbības paplašināšanai, kā arī sadarbībai ar lieliem korporatīvajiem klientiem.
Sikka veic likmju pretstatījumu tradicionālajiem IT pakalpojumiem
Kārtas vadītājs bija Meifīlds, un tajā stratēģisku ieguldījumu veica Aramco Ventures, savukārt piedalījās arī grupa eņģeļinvestoru — teikts uzņēmuma paziņojumā presei. Sikka 12 gadus pavadīja SAP, pārraugot produktus un tehnoloģijas, bet pēc tam līdz 2017. gadam vadīja Infosys kā izpilddirektors. Viņa jaunais uzņēmums mērķē uz tiem pašiem uzņēmumiem, kas jau sen ir paļāvušies uz IT pakalpojumu firmām, lai pielāgotu un uzturētu programmatūru, taču apgalvo, ka ģeneratīvā AI ir sagraujusi šā biznesa modeļa ekonomiku.

Zviedru elektrisko automašīnu ražotājs Polestar (PSNY) paziņojis, ka pārtrauks pārdot automašīnas Amerikas Savienotajās Valstīs pēc tam, kad Tirdzniecības departaments bloķēja tā tirdzniecību šajā valstī.
Uzņēmums, kas pieder Ķīnas automobiļu ražotājam Geely, paziņoja, ka ASV amatpersonas nolēma neizsniegt “Polestar autorizāciju saskaņā ar pašreizējo ASV Saistīto transportlīdzekļu noteikumu”. Šis lēmums nozīmē, ka Polestar nevarēs reklamēt vai pārdot savas jaunā modeļa gada 2027 automašīnas ASV.
Noteikumi, kas rada bažas par datu drošību un tiek dēvēti par Saistīto transportlīdzekļu noteikumu, ierobežo daļu ārvalstu tehnoloģiju. Tas tiek darīts divējādi. Viens ir aizliegums programmatūrai, ko kontrolē Ķīnas vai Krievijas uzņēmumi, sākot ar 2027. modeļa gadu. Otrs ir aizliegums aparatūrai, arī no abām valstīm, sākot ar 2030. gadu.

Ceturtdien Bitcoin nogāzās līdz 58 700 ASV dolāriem, un tagad opciju tirgotāji ir pārliecināti, ka tas kritīs līdz pat 52 000 ASV dolāriem, pirms gads būs beidzies, kas būtu tā zemākais līmenis kopš 2024. gada augusta.
Šī krituma laikā Bitcoin nokrita par gandrīz 52% no savas visu laiku augstākās cenas un atstāja OG kriptovalūtu zem 60 000 ASV dolāru līmeņa, kuru tirgotāji bija mēģinājuši aizstāvēt visa gada garumā. Šī zona kopš februāra ir palikusi cenu atbalstoša — to atkal aizstāvēja pirmajās divās jūnija nedēļās, pirms tā padevās kāpumam līdz nedaudz virs 67 000 ASV dolāru.

SBI Holdings ir vienojusies iegādāties visas kriptovalūtu biržas Bitbank akcijas darījumā par ¥46,7 miljardiem (289 miljoniem ASV dolāru).
Šis darījums padarītu apvienoto grupu par Japānas lielāko kriptovalūtu biržas operatoru pēc aktīviem, kas tiek turēti tās aizgādnībā. Iegāde tiek īstenota ar SBICAH starpniecību, kas ir pilnībā piederošs SBI meitasuzņēmums.
Kā darbs notiek?
Sākot aptuveni no augusta, SBICAH iegādāsies akcijas no Bitbank dibinātāja un izpilddirektora Norijuki Hirosu un citiem individuāliem akcionāriem saskaņā ar paziņojumu no SBI Holdings.

Tehnoloģiju gigants Amazon paziņojis par papildu 13 miljardu ASV dolāru ieguldījumu Indijā līdz 2030. gadam, kura mērķis ir uzlabot AI un mākoņdatošanas infrastruktūru Mumbajas un Haidarābādas reģionos. Šī jaunā apņemšanās palielinās uzņēmuma kopējo plānoto ieguldījumu valstī līdz 48 miljardiem ASV dolāru nākamajā pusotra dekādē.
Amazon jaunais tehnoloģiju finansējums Indijā
Šī jaunā attīstība notika pēc tikšanās starp Amazon izpilddirektoru Endiju Džasi un Indijas premjerministru Narendru Modi Ņūdeli ceturtdienā, atsaucoties uz Reuters. Džasi apstiprināja skaitļus ierakstā vietnē X, norādot, ka uzņēmums “iegulda 48 miljardus ASV dolāru nākamajos piecos gados, tostarp 21+ miljardus ASV dolāru AI un mākoņdatošanas infrastruktūrā”.

Tirdzniecības sesija vēl nav sākusies, taču investori jau rindojas, lai veiktu darījumus ar IBM akcijām (NYSE: IBM), jo tehnoloģiju gigants atklāja, ko tas sauc par pirmo mikroshēmu tehnoloģiju, kas nonāk zem 1 nanometra tehnoloģiskās barjeras.
Ziņas ir pacēlušas IBM akcijas līdz pat gandrīz 4% pirmsbiržas tirdzniecībā — tas ir nepieciešams stimuls akcijām, kas līdz šim bija kritušās aptuveni par 11% kopš gada sākuma.
Tas arī nozīmē būtisku panākumu IBM, jo pusvadītāju sacensība pāriet uz Mūra likuma joslu, reaģējot uz tradicionālo metodi — samazināt tranzistorus — līdz tā sauktajai problēmjostai.

Eiropas Savienība pastiprina lielo tehnoloģiju uzņēmumu regulēšanu — šoreiz pievēršoties mākslīgajam intelektam un mākoņdatošanai.
Ceturtdien Eiropas Komisija paziņoja par plāniem noteikt Microsoft Azure un Amazon Web Services kā vārtsargus saskaņā ar bloka Digitālo tirgu aktu (DMA).
Šie abi uzņēmumi ir pasaulē lielākie mākoņpakalpojumu sniedzēji.
DMA — tiesību akts, kas nosaka vadlīnijas tam, ko lielās platformas drīkst un ko nedrīkst darīt, lai saglabātu godīgus tirgus — pirmo reizi tiek piemērots mākoņpakalpojumu sniedzējiem ES.