ArkStream Alpha Daily | 06/12 热点严选
1. “币+股”联动效应边际减弱？
@Fetch_ai 宣布Treasury Deal，其相关股票$TRNR盘前一度涨50%，但开盘后回落到10%左右。
虽然ATW Partners和DWF Labs共投了5500万美元，但市场反应不如预期，说明“币股Treasury Deal”模式开始失效，炒作窗口正在关闭。
2. Solana 现货 ETF 最快 7 月获批？质押机制成亮点
SEC要求Solana ETF发行方提交修改版S-1文件，最快3-5周内可能获批。
更新内容重点包括实物赎回和质押机制，SEC对“带质押”的ETF持开放态度。
这也解释了$JTO昨日的突然暴拉，作为Solana第一大质押平台,@jito_sol 显然是这波SOL ETF叙事的直接受益者。
3. Silhouette做隐私交易，但Hyperliquid未必买账
@silhouette_ex ，主打特点是支持Hyperliquid的隐私交易，实现方案是利用TEE技术实现隐私化匹配和结算，但暂未涉及仓位隐私化。
团队两位联创stent和chandler，此前在隐私技术有一些沉淀积累，Pre Seed轮募了3M，领投方是投了不少知名项目(Morpho，RISC Zero）的RockawayX，参投方有Amber，echo等。
从其推特号和推文中没有看见Hyperliquid官方支持，这或许与Jeff此前强调透明度利于大户交易执行力的观点有关。因此，Silhouette的隐私交易方案较难获得Hyperliquid支持，更像是一个非官方支持的隐私入口，未来甚至可能被Hyperliquid禁用。
欢迎讨论和补充。
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