Daily Intelligence Report — 2026-06-11 (Full)

Bitcoin & ETF

• BTC dipped below $61K, >50% off Oct 2025 high ($126K). 110K+ liquidations in 24h, $400M+.
• Analyst Pompliano: “healthiest bear market” — bottom may be near.
• 6.04M BTC public keys exposed to quantum attack risk (Glassnode).
• BlackRock/Fidelity duopoly: 90%+ of BTC ETF inflows. BlackRock income BTC ETF coming.
• Strategy bought 20,000+ BTC in one week.

AI

• Dario Amodei: “Policy on the AI Exponential” — mandatory third-party testing for frontier AI, power to block catastrophic models. Anthropic Glasswing project with Claude Mythos Preview.
• Sam Altman: OpenAI’s “Built to Benefit Everyone” plan + Codex 10X challenge.
• NVIDIA: Industry AI Acceleration Award from OpenAI + Vera CPU landing at NYSE.
• China: MIIT AI+ICT 17-task plan / Beijing AI Innovation Block / Tianjin University AI education reform.
• Richard Dawkins: chatbots should be considered conscious after interacting with Claude.
• AI stocks: Shanghai AI Index -2.3%, Goldman says AI infra capex will surprise to upside.
• Reddit r/AI_Agents: “Stop building AI agents” (1.5K upvotes) — automation vs agent decision framework.

Tech · Space · Low-Altitude Economy

Commercial Space (Taibo Morning News)

• CCTV revealed 1993 US GPS shutdown stranded Chinese ship “Yinhe” for 33 days. Beidou-3 completed in 2020. Qianfan constellation now racing for LEO satellite internet.
• SpaceX building 11M sqft satellite factory in Texas, AI satellites by 2027, 1GW orbital AI compute by end of 2027.
• Zhongtian Rocket: major shareholders to reduce 3% stake.
• Tianjin Huanxingtong: pre-A+ round for satellite optical components.
• NewOrbit (Europe): $18.5M Series A for first VLEO commercial satellite.

Low-Altitude Economy

• Shandong: national drone GIS system — 330 organizations, 2,300+ drones, 12K+ missions, 400K km flown.
• Anhui: 100 drone logistics routes target by 2028.
• Tianjin Cranetech + Dongfang Fashion 3-year strategic partnership.

Spatial Intelligence

• Qianjue Tech (Tsinghua embodied AI): hundreds of millions RMB Series A led by Jingming Capital.
• Youjia Innovation: 130M RMB autonomous bus contract.
• Denmark approved Tesla FSD, 4th European country in 8 weeks.

Overseas

• WeRide met Slovak PM, deploying L4 autonomous fleet.
• Tianrun Tech signed Uzbekistan mapping/remote sensing deal.
• China-Vietnam low-altitude cooperation.

Finance & Stocks

• US tech stocks hammered: chip index -10%+, Nasdaq -4.18%. 50M option contracts bearish.
• Citi: bubble severity highest since 2008 financial crisis (10 of 18 warning signals triggered).
• Societe Generale: top 10 stocks contributed 89% of 2026 YTD returns — narrowest since 2008.
• Gold crashed 4.4% to $4,075, below 200-day MA, lowest since Nov 2025.
• Trump on CPI surge: “I like inflation.”

Data Sources

✅ Taibo Morning News · ✅ Pentituge · ✅ Twitter/X · ✅ Tencent News · ✅ Xueqiu · ✅ Reddit · ✅ AIHOT · ⚠️ CoinGecko