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BlockBeats News, June 1st, Bloomberg's Senior ETF Analyst Eric Balchunas stated that several market participants have proposed launching an S&P 500 index ETF excluding SpaceX constituent stocks (S&P 500 ex-SpaceX). However, he believes that even if such a product is introduced, the market response may be limited. Balchunas pointed out that there are currently about 24 ETF products related to SpaceX in the market, but the actual demand for the "exclusion of SpaceX" strategy may be overestimated. He stated that the controversy surrounding SpaceX is mainly concentrated among a small group active on social media, rather than mainstream investors. Furthermore, he mentioned that a previous S&P 500 index ETF excluding tech stocks was launched in the market but did not receive widespread attention. In the future, if SpaceX goes public, there may also be a short or inverse SpaceX ETF in the market, allowing investors to hedge against related risk exposure. Balchunas also used Tesla as an example, stating that Tesla's stock price rose by about 65% in its first year of listing, and SpaceX's future IPO could also bring positive returns to index investors.

⑴ Russian agricultural consultancy Sovecon estimated on Monday that the total export volume of Russian wheat, barley, and corn in May 2026 will be 3.3 million tons, significantly lower than the 4.55 million tons in April. Among them, wheat exports are estimated at 3 million tons, barley at 100,000 tons, and corn at 200,000 tons. ⑵ According to historical data, Russian grain exports hit a stage high of 5.4 million tons in October 2025 before showing a declining trend. The monthly export volumes from January to May 2026 were 3.3 million tons, 3.5 million tons, 5.3 million tons, 4.55 million tons, and 3.3 million tons, respectively. ⑶ Since April 2022, the Russian customs service has suspended the publication of some import and export data to prevent “speculative behavior,” making estimates from industry consultancies an important reference for observing Russian grain export trends.

The probability of "the Strait of Hormuz returning to normal before June 30" on Polymarket has dropped to 25%, down 25% in a single week. As of now, the total trading volume for this event has nearly reached $12 million. The event contract rules are: If IMF Portwatch reports that the 7-day average number of vessel arrivals through the Strait of Hormuz is equal to or greater than 60 on any day from the market creation date until June 30, 2026, the market will settle as "Yes"; otherwise, it will settle as "No". The daily vessel arrivals include container ships, bulk carriers, roll-on/roll-off ships, general cargo ships, and oil tankers. Vessels not reported by IMF Portwatch will not be considered. Previously, forces of two countries clashed near the Strait of Hormuz again, but earlier today Trump stated that negotiations with Iran over a temporary peace agreement would "turn out very well." He added that if Washington unfreezes billions of dollars in Iranian funds at Tehran's request, he would face potential criticism and needs to strike a balance between the two sides. Last Friday, Trump said he would make a "final decision," but as both sides continue to negotiate details such as Iran's highly enriched uranium stockpile and how to reopen the Strait of Hormuz (which may require mine clearance first), he has postponed this decision.