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BlockBeats News, June 7th. According to on-chain analyst Ai Auntie (@ai_9684xtpa), it is highly likely that three addresses belonging to Ethereum co-founder Joseph Lubin collectively collateralize 412,430 ETH, worth $6.53 billion, and borrow 259 million DAI. The loan-to-value ratio dropped below 1.2 yesterday, putting the account at risk of liquidation. However, the possibility of this address cluster being liquidated is extremely low. Ethereum co-founder Joseph Lubin acquired 540,000 ETH in 2015 through an ICO at a cost as low as $0.31, making him a "Cash Reservist." During yesterday's ETH price drop, he added 110,000 ETH as collateral, bringing the health factor back above 1.48 and significantly reducing the risk of liquidation.

BlockBeats News, June 7th, The "Stock God" Serenity today sorted out the core supplier mass production schedule in the glass substrate field. SKC's subsidiary Absolics is expected to start mass production in the second half of 2026, cooperating with Applied Materials, with AMD as the customer; Samsung Electro-Mechanics is expected to begin mass production in the second half of 2027, partnering with Sumitomo Chemical, serving customers including Apple, Broadcom, and hyperscale cloud providers. Serenity stated that the information regarding Intel's mass production in 2030 is uncertain. At the same time, the 2 to 3-year judgment on TSMC's CoWoS technology has been proven correct, as mentioned recently by TSMC's chairman. Serenity also pointed out key players that may appear repeatedly in the industry chain: Innolux benefits from TSMC's CoWoS route as an "interesting beneficiary"; SHMD theoretically should also benefit from TSMC's direction, but its financial situation is "quite bad." Serenity reminded that attention should be paid to LPK and upstream equipment suppliers, as these players are expected to continue to benefit during the glass substrate mass production ramp-up phase. The glass substrate, as the next stop in advanced packaging, is currently at a critical juncture from technology validation to mass production deployment.

BlockBeats News, June 7th - Leverage product researcher degentrading stated that the Hong Kong-listed leveraged fund, Southbound Double Long SK Hynix (7709.HK), due to a significant drop in the price of the South Korean stock SK Hynix last week, needed to forcibly sell about 2 million shares at the opening of the South Korean market on Monday. This sell order size is equivalent to 40% of SK Hynix's normal daily trading volume, creating huge and mechanistic selling pressure. What's more troublesome is that the leverage product's gamma effect will cause more price drops, leading to more selling pressure and potentially triggering a chain reaction.