News

Odaily reported that the “new stock god” Serenity stated on the X platform that the Glass Core Substrates market is expected to achieve a compound annual growth rate (CAGR) of 67.2% starting from 2028, an astonishingly rapid pace. However, the actual scaling time for the industry may be earlier than predicted, with growth expected to begin in the second half of 2026 and enter an accelerated climbing phase in the first half of 2027, rather than waiting until 2028. Serenity pointed out that although there are differing views on the timeline, the overall industry trend remains “correct in direction and extremely strong” for companies like LPKF Laser & Electronics and Absolics, under SKC, which operate in the glass substrate supply chain. Serenity also believes that Co-Packaged Optics (CPO) is still one of the most exponential technology trends currently, but emphasizes that investors should appropriately allocate across multiple high-growth sectors to gain a more comprehensive benefit from the technology cycle.

BlockBeats News, May 30th, the U.S. Department of the Treasury and the Office of Foreign Assets Control (OFAC) issued an updated statement explicitly prohibiting Americans from entering into any "safe passage" agreements with the Iranian government or the Islamic Revolutionary Guard Corps, even if no payment is involved. Iran recently established the "Persian Gulf Strait Management Authority" with the goal of collecting "transit fees" from vessels passing through the Strait of Hormuz and providing security. The U.S. has designated it as a sanction target, warning that any dealings with it will face sanction risks. The U.S. Treasury Department statement emphasized that seeking "safe passage guarantees" services from Iran, whether or not payment is made, is prohibited. The U.S. continues to maintain a tough sanction stance against Iran, rejecting any form of "pay-for-protection" or similar transactions. According to monitoring, on the prediction market Polymarket, the probability of "Strait of Hormuz transit time" before June 15th is 8%, and before the end of June is 34%.

BlockBeats News, May 30th - Developer donnoh disclosed that due to a recent upgrade-related vulnerability, the state update of the Base Network has been stalled for over 30 hours. However, since withdrawing Base to the Ethereum mainnet itself requires about a 7-day challenge period, most ordinary users have not significantly felt this anomaly. Subsequently, the official Base status page issued a notice confirming that the issue originated from a Trusted Execution Environment (TEE) enclave-related failure, which interrupted the network governance proposal process, thereby affecting the state update process. The officials stated that currently, the Base mainnet withdrawal functionality has experienced delays, and the team is working on the fix. Apart from the withdrawal process, other core network components have not been directly affected.