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➡️ July 1: Another explosion reported as Russian forces fire missiles at Kyiv (Russia has not responded yet); Ukraine says it still has not obtained details of the full “Nord Stream” case investigation; Germany has formally indicted a Ukrainian-born suspect for involvement in the Nord Stream pipeline explosion
$NVDAB
$SPCXB
$ZEC
#原油价格下跌 #现货白银涨3%至每盎司$60.10 #韩元跌至2009年以来最弱 #Circle被剔除罗素成长指数 #美国解除对Anthropic模型出口管制

• Space and military: NASA announces $600 million lunar mission contract to advance construction of a lunar base; traffic through the Strait of Hormuz rebounds, and a U.S. official says oil deliveries per day exceed 10 million barrels $BTC
$ETH
$SPCXB
#原油价格下跌 #现货白银涨3%至每盎司$60.10 #韩元跌至2009年以来最弱 #Circle被剔除罗素成长指数 #美国解除对Anthropic模型出口管制

• Musk Denies: Musk denies that before the IPO, SpaceX showed prospective investors a running xAI and Snapdragon-chip handheld AI device prototype, calling the report “completely untrue.” It is reported that SoftBank used OpenAI equity as collateral to negotiate a $10 billion loan
$SPCXB $TSLAB $NVDAB #原油价格下跌 #现货白银涨3%至每盎司$60.10 #韩元跌至2009年以来最弱 #Circle被剔除罗素成长指数 #美国解除对Anthropic模型出口管制

• Apple New Product Rhythm Adjustment: According to an insider, Apple is preparing a brand-new iPad Pro and a redesigned entry-level MacBook Pro, powered by the base M7 chip. The plan is to launch in spring 2027 (moved from the previous autumn schedule) in order to smooth out the year-round earnings reports and shift some new products to the back-to-school season $APPon
$NVDAB $MSFTB #比特币跌至59250美元 #美国解除对Anthropic模型出口管制 #Circle被剔除罗素成长指数 #现货白银涨3%至每盎司$60.10 #原油价格下跌

• Major commodities: WTI crude oil fell 1.32% to $68.58 per barrel, Brent fell 1.89% to $71.57 per barrel (geopolitical easing + daily oil exports through the Strait of Hormuz exceeding 10 million barrels weakened Iran’s leverage); COMEX gold edged up 0.15% to $4,044.6 per ounce. Tonight, the June nonfarm payrolls employment report will be released. The market is cautious ahead of the holiday weekend, with markets closed on Friday for the eve of Independence Day
$XAU
$BTC
$ETH
#比特币跌至59250美元 #Q2加密黑客损失7.803亿美元 #韩元跌至2009年以来最弱 #Circle被剔除罗素成长指数 #现货白银涨3%至每盎司$60.10

• US chip stocks plunge, Meta surges: On July 1, the three major indexes all closed lower. The Dow inched down 0.03%, the Nasdaq fell 0.66%, and the S&P 500 dropped 0.22%. The Philadelphia Semiconductor Index plunged by more than 6%; Micron Technology and SanDisk both fell by more than 10%; Nvidia/Broadcom each fell by about 1%–2%. Meta jumped about 8.8% as its cloud business—planned to sell excess AI computing capacity—surged. Apple rose about 2% and Microsoft about 3% to prop up the market. Federal Reserve Chair Waller said recent inflation risks have eased but still insists on the 2% goal and continues balance-sheet reduction, emphasizing the Fed’s independence will not follow calls from Trump for interest-rate cuts
$NVDAB
$SPCXB
$TSLAB
#原油价格下跌 #现货白银涨3%至每盎司$60.10 #韩元跌至2009年以来最弱 #Circle被剔除罗素成长指数 #美国解除对Anthropic模型出口管制

• Supreme Court Rules on Birthright Citizenship: The U.S. Supreme Court overturns the Trump administration’s executive order restricting “birthright citizenship,” ruling that newborns born to parents who are not U.S. citizens can still automatically obtain U.S. citizenship.$BTC
$DOGE
$TRUMP
#现货白银涨3%至每盎司$60.10 #韩元跌至2009年以来最弱 #美国解除对Anthropic模型出口管制 #比特币跌至59250美元 #Q2加密黑客损失7.803亿美元

• The US-Mexico-Canada Agreement will not be renewed: US Trade Representative Grier announced that the United States has decided not to renew the current USMCA under its existing form. Instead, it will move to annual reviews and push for amendments to promote the reshoring of manufacturing, reduce the trade deficit, and pressure Mexico on restrictions limiting Chinese investment and components from entering North American supply chains. Trump said that indirect talks between the US and Iran in Doha are “going smoothly.” Iran demanded a phased unfreezing of assets and the establishment of a supervision mechanism to review alleged US breaches. The White House disclosed that US military actions against Iran have so far cost about $30 billion. Trump received a comprehensive war plan codenamed “mission accomplished,” but still leans toward negotiations. $TRUMP
$BTC
$ZEC
#原油价格下跌 #现货白银涨3%至每盎司$60.10 #韩元跌至2009年以来最弱 #Circle被剔除罗素成长指数 #美国解除对Anthropic模型出口管制

• Stablecoin war: Visa, Mastercard, BlackRock, Coinbase and 140+ giants form the Open Standard Alliance, promoting the multi-chain stablecoin Open USD (OUSD) to directly challenge USDC; Circle (CRCL) plunges 17.55% to $62.63 (a historical low). It has urgently minted 1 billion USDC on Solana to respond.$OPEN
$ETH
$BTC
#原油价格下跌 #现货白银涨3%至每盎司$60.10 #韩元跌至2009年以来最弱 #Circle被剔除罗素成长指数 #美国解除对Anthropic模型出口管制

• Other regions: Brazil begins mandatory reporting of all crypto transactions today; the U.S. state of California’s “Digital Financial Assets Act” takes effect, requiring licensed operation (California version of BitLicense
$ZEC
$AI
$LAB
#比特币跌至59250美元 #美国解除对Anthropic模型出口管制 #Circle被剔除罗素成长指数 #韩元跌至2009年以来最弱 #现货白银涨3%至每盎司$60.10

• EU MiCA fully takes effect: the transition period is over. Starting today, VASPs that did not obtain MiCA licenses (over 90%, only 244 licensed) will shut down. Platforms like Binance face restrictions in Europe. USDT has been collectively delisted by compliant exchanges. USDC becomes the only mainstream compliant stablecoin in the EU. In the short term, liquidity contracts; in the long term, compliance is a positive
$ETH
$BTC
$LINK
#原油价格下跌 #现货白银涨3%至每盎司$60.10 #韩元跌至2009年以来最弱 #Circle被剔除罗素成长指数 #美国解除对Anthropic模型出口管制

• Macroeconomic pressure: The probability that the Fed will raise rates by 25 basis points in July has risen to 33.7%. Tonight, markets are focused on remarks by Wosh at the ECB forum. The nonfarm payroll data will be released this week, and risk assets are under overall pressure
$NVDAB
$MSFTB
$SPCXB
#原油价格下跌 #现货白银涨3%至每盎司$60.10 #韩元跌至2009年以来最弱 #Circle被剔除罗素成长指数 #比特币跌至59250美元

• Citigroup cuts target prices: lowers BTC’s 12-month target from 112,000 to 82,000, and ETH from $3,175 to $2,240. The reasons are continued net outflows from the ETF, legislative gridlock, and waning institutional interest. In June, the U.S. spot BTC ETF saw net outflows of over $4 billion; yesterday it also recorded net outflows of $222.6 million
$BTC
$ETH
$HYPE
#Q2加密黑客损失7.803亿美元 #美国解除对Anthropic模型出口管制 #Circle被剔除罗素成长指数 #韩元跌至2009年以来最弱 #原油价格下跌

• 🔥BTC/ETH dips: Bitcoin briefly falls below $58,000 (21-month low). It is now around $58,800, down about half from last year's peak of $126,000; ETH drops to about $1,585 (its lowest since April 2025). In the past 24 hours, liquidations across the entire network total about $245–370 million, with over 90,000 accounts liquidated; more than 86% of the liquidations are long positions $ETH

$BTC
$DOGE
#原油价格下跌 #现货白银涨3%至每盎司$60.10 #韩元跌至2009年以来最弱 #Circle被剔除罗素成长指数 #比特币跌至59250美元

• EU MiCA takes full effect tomorrow: tonight is the transition deadline. From July 1, platforms without compliant licenses will be prohibited from serving EU users. On-chain expectations are that European mid-to-small firms will be forced out, with liquidity tightening in localized areas. $MUB $METAB $SPCXB #日元兑美元跌至四十年低点 #Strategy授权20亿美元回购 #AAVE涨13.16%至$94.32 #阿塞拜疆起草虚拟资产监管法案要求央行牌照 #道指收创纪录新高

• EF stETH unlocking schedule: Ethereum Foundation completes a five-year grant to Argot Collective; 4,938 stETH are transferred to a multi-signature wallet, to be unlocked in two batches (July 1, 2026, and July 1, 2027, half each).$NVDAB $MSFTB $SPCXB #三星SK海力士今年内股价上涨 #道指收创纪录新高 #阿塞拜疆起草虚拟资产监管法案要求央行牌照 #美最高法院阻止特朗普罢免美联储理事库克 #AAVE涨13.16%至$94.32

• ETF continues to bleed: In June, US spot BTC ETFs saw net outflows exceeding $4 billion, the largest monthly outflow since their launch in 2024; ETH ETFs saw outflows of about $273 million during the same period, and IBIT also set the record for the longest consecutive redemption period.$BTC
$ETH
$XRP
#Strategy授权20亿美元回购 #AAVE涨13.16%至$94.32 #美最高法院阻止特朗普罢免美联储理事库克 #阿塞拜疆起草虚拟资产监管法案要求央行牌照 #道指收创纪录新高

• ETF continues bleeding: In June, US spot BTC ETFs saw net outflows of more than $4 billion, the largest single-month outflow since their launch in 2024; ETH ETFs saw outflows of about $273 million during the same period, and IBIT also set a record for the longest consecutive redemptions.$BTC
$ETH
$DOGE
#AAVE涨13.16%至$94.32 #Strategy授权20亿美元回购 #阿塞拜疆起草虚拟资产监管法案要求央行牌照 #阿塞拜疆起草虚拟资产监管法案要求央行牌照 #三星SK海力士今年内股价上涨

• Exchange sees a major inflow: In the past 24 hours, over 550,000 BTC were transferred to Binance (220,000) and OKX (330,000) recharge addresses—about 3–4 times the daily average. This often indicates that large holders are preparing to sell or top up margin, causing upward pressure on the supply side.$BNB
$ETH
$BTC
#三星SK海力士今年内股价上涨 #道指收创纪录新高 #阿塞拜疆起草虚拟资产监管法案要求央行牌照 #美最高法院阻止特朗普罢免美联储理事库克 #Strategy授权20亿美元回购

• Other institutions’ buy orders: UAE private bank Goldman Lampe invested about €120 million to increase its BTC holdings; Tron-related addresses continue to add to TRX on-chain $TRX
$BTC
$METAB #AAVE涨13.16%至$94.32 #Strategy授权20亿美元回购 #美最高法院阻止特朗普罢免美联储理事库克 #阿塞拜疆起草虚拟资产监管法案要求央行牌照 #道指收创纪录新高