Editor's Note: In last week's "Cryptocurrency and Stock Market Compass" article, we highlighted the stocks recommended by Nvidia founder Shill Huang, and subsequently, several stocks, including MRVL, performed exceptionally well. Although some stocks declined on Friday due to the overall correction in the US stock market, this sector remains a high-quality asset sector in the long run and is worth long-term investment. Furthermore, "White-haired Stock God" Serenity has begun to intensively publish stock recommendations in markets other than the US, at one point pushing the share prices of A-share stocks such as Green Harmonic and Zhongji Xuchuang up by over 10% or even 20%, reaching their daily limit. Finally, the semiconductor stock speculation frenzy accompanying the AI boom continues. On the X platform, there are numerous posts from Samsung and SK Hynix employees sharing updates on their company's business operations. We recommend following the research institution @citrini and its analyst accounts to closely monitor market trends. The "largest IPO in history," SpaceX's IPO, will take place this week. For participation channels, please refer to the article "The Largest IPO in History is Coming: What Channels Are There for Retail Investors to Participate in SpaceX's New Share Offering?"
More information on the cryptocurrency and stock market can be found at MSX.COM . (Odaily Odaily Note: This article does not constitute investment advice and is for educational purposes only.)
The US stock and cryptocurrency markets are experiencing stark contrasts, while the upward trend in traditional financial markets may continue.
Morgan Stanley: The current sell-off in US stocks is a healthy correction; maintains its S&P 500 target of 8000.
Morgan Stanley strategists stated that Friday's sell-off in US stocks, triggered by position adjustments, was a healthy correction. A research report led by Mike Wilson pointed out that the decline was led by the semiconductor and memory sectors, which have seen significant gains this year. Furthermore, hedge funds and leveraged ETFs have concentrated holdings, leading to a continued accumulation of risk. The team believes that if the current bull market continues until the end of the year, a market correction is inevitable and, in the long run, has positive implications. The strategists maintain their baseline target of 8000 points for the S&P 500, representing approximately 8% upside from current levels. They anticipate continued strong corporate earnings, further broadening growth, and continued support from macroeconomic data.
Opinion: We are currently in a "classic cyclical bear market." It would be cause for concern if BTC fails to recover in the fourth quarter.
Lucy Gazmararian, founder of Token Bay Capital, stated that the recent Bitcoin price pullback is more consistent with typical characteristics of a "mid-cycle bear market" than a structural market collapse, and the market is currently in a normal adjustment phase within its historical cycle. Despite the pressure on Bitcoin prices, there are no signs sufficient to indicate a breakdown in its long-term investment logic; therefore, this pullback should be viewed more as a cyclical fluctuation rather than a signal of deterioration in the fundamentals of the crypto market.
However, Gazmararian also emphasized that if Bitcoin does not show a significant recovery in the fourth quarter of this year, it may mean that the market is entering a deeper adjustment or structural risk phase. Currently, investment in the artificial intelligence field is rising, especially with increasing market attention on Anthropic's potential IPO. However, this flow of funds is not part of the same pool as native crypto capital; therefore, the AI investment boom does not necessarily mean a large-scale outflow of funds from the crypto market.
Weekly Updates on Cryptocurrency Stock Companies
Representative listed companies of BTC Treasury
According to SoSoValue data, as of 8:00 AM ET on June 8, 2026, the total net purchase of Bitcoin by global listed companies (excluding mining companies) last week was $101 million, an increase of 925.38% compared to the previous week.
Strategy (formerly MicroStrategy) spent approximately $100 million last week to purchase 1,550 Bitcoins at a price of $65,332, increasing its total holdings to 845,256 Bitcoins.
Metaplanet, a Japanese listed company, did not purchase any Bitcoin last week.
In addition, another company purchased Bitcoin last week. Asset management firm Strive announced that it spent $2.05 million between June 1 and June 7 to purchase 32 Bitcoins at a price of $63,911 each, bringing its total holdings to 19,032.
Capital B announced that it has opened online voting for its June 17th shareholder meeting, authorizing the board to set a nominal capital increase limit of up to €5 billion and a nominal debt instrument issuance limit of up to €100 billion for the purchase of Bitcoin. Ethereum major holder BitMine announced it will replicate MicroStrategy's financing model, planning to raise a large amount of capital by issuing up to $300 million of Series A perpetual preferred stock (ticker symbol BMNP) on the New York Stock Exchange, with an annualized dividend yield of 9.5% and weekly dividends.
As of press time, the total number of Bitcoins held by listed companies worldwide (excluding mining companies) is 1,115,732, an increase of 0.14% compared to last week, with a current market value of approximately $70.3 billion, accounting for 5.6% of Bitcoin's circulating market capitalization.
Strategy founder Michael Saylor announced that Strategy has increased its dollar reserves by $100 million, bringing the total to $1 billion.
Strategy previously disclosed that it increased its holdings by 1,550 bitcoins last week, further increasing its bitcoin reserves to 845,256. After this increase, Strategy remains one of the publicly traded companies with the largest holdings of bitcoins globally, further solidifying its bitcoin-centric asset allocation strategy.
Strategy announced that its STRC dividend payment cycle will be adjusted to bi-monthly.
Bitcoin treasury company Strategy announced that the adjustment of the dividend mechanism of its perpetual preferred stock STRC has been approved by shareholders, and dividends will be distributed on a bi-weekly basis.
French listed company Capital B (ALCPB) is seeking shareholder approval to raise up to $5.82 billion through a new share issuance and up to $116.4 billion through the issuance of credit instruments to increase its holdings of Bitcoin.
Bitcoin treasury company Genius Group announced the official launch of its AI treasury, having completed its first investment in the AGI Infinity Portfolio, purchasing 10,000 shares of Destiny Tech100 and 800 shares of Fundrise Innovation Fund. This is the first tranche of funding for its planned phased investment towards a $100 million AI treasury goal.
According to the disclosed data, this allocation indirectly gives Genius Group 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 that it will continue to expand its AI portfolio through a multi-month investment plan.
Representative companies of the ETH Treasury listed companies
FG Nexus sold 10,000 ETH, incurring a total loss of over $100 million.
A wallet (0x4a2...b82) belonging to Nasdaq-listed FG Nexus, flagged by Arkham, transferred 10,000 ETH, worth approximately $17.8 million, on Wednesday. FG Nexus had previously purchased 50,770 ETH between August and September 2025 at an average price of $3,860, at which time its holdings were valued at approximately $196 million.
With Ethereum's price falling to around $1,765, the initial investment has resulted in realized and floating losses exceeding $100 million. As of Thursday's pre-market trading, FG Nexus shares were down 13.40% to $7.11.
Ethereum treasury firm Bitmine Immersion Technologies disclosed that it increased its holdings of 126,971 ETH last week. Its current cryptocurrency holdings include 5,543,872 ETH, 204 BTC, $88 million worth of Eightco Holdings equity, and $180 million worth of Beast Industries shares. In addition, the company has a total of 4,718,677 ETH staked (equivalent to $7.7 billion at $1,630 per ETH).
Representative companies of SOL Treasury listed companies
According to Lookonchain, Forward Industries deposited 455,784 SOL tokens, worth $31.87 million, into Coinbase Prime after a month-long hiatus. Since launching its Solana reserve strategy in September 2025, Forward Industries has invested approximately $1.59 billion, purchasing 6.83 million SOL tokens at an average price of $232.08. Currently, the holding value of these 6.83 million SOL tokens is only $458.6 million.
Representative companies of Altcoin treasury listed companies
As of June 5, 2026, companies like Strategy and Metaplanet, which primarily hold Bitcoin, Ethereum, and Solana, have generally experienced substantial unrealized losses. Data shows that Hyperliquid Strategies currently holds approximately 23.7 million HYPE tokens, and despite HYPE's pullback from its all-time high of over $74 this week, the company still hasn't realized a profit exceeding $1.1 billion. Hyperion DeFi holds approximately 2 million HYPE tokens, with an unrealized profit of approximately $35 million.
Hyperliquid's treasury company, Hyperion DeFi, is dissolving two agreements totaling approximately $28.7 million, involving about 800,000 HYPE tokens, representing about 40% of its total holdings. The stablecoin USDH supporting these transactions has essentially ceased operations. The larger agreement was with the Felix Foundation for 500,000 HYPE tokens, valued at $18.3 million as of March 31st. This agreement supported USDH-denominated trading activity in the HIP-3 perpetual contract market. The second agreement was with Native Markets for 300,000 HYPE tokens for temporary use, valued at $10.4 million on the same day, aimed at broader support for the USDH economy.
Nasdaq-listed TON Strategy disclosed that in May, it received approximately 3.3 million TON as a reward for staking about 227 million Toncoin, equivalent to about $5.6 million at market price, with an initial annualized staking yield of approximately 1.48%. The company has staked almost all of its TON holdings and supported a series of network upgrades that have already taken effect in its latest governance proposal, including improvements to smart contract execution efficiency, block synchronization, and verification capabilities to enhance throughput and scalability.
