1. Yesterday, US spot Bitcoin ETFs saw net outflows of $231 million, while Ethereum ETFs saw net outflows of $29.9 million
2. Goldman Sachs: If the weight of Samsung and SK Hynix rises by 1%, it may prompt foreign capital to withdraw from the Korean market by about $2 billion
3. A 25-year-old AI stock “god” fund discloses a new major holding in SHAZ; US stock after-hours trading rose 14.07%
4. Mizuho and TD Cowen raise their target prices for Allegro; the market is looking for beneficiaries of the AI wave beyond leading stocks
5. Plutus: The next wave of AI opportunities may be further upstream in the supply chain
6. Goldman Sachs: The AI investment wave will still dominate the S&P 500 earnings season in Q2, but investors are beginning to care about investment returns
7. Analysis: Overweight positions in chip stocks may push the Korean stock market into a dangerous zone
8. Upbit will list Gensyn (AI) spot trading
9. Securitize’s backdoor listing approval has been granted; on July 2 it will begin trading on the NYSE under the stock ticker “SECZ”
10. Melius initiates a Buy rating; Western Digital jumps 12%. “Storage short main force” holds 6.71 million short positions—only 2.9% away from a forced liquidation
1. Securitize’s backdoor listing approved; on July 2 it will debut on the NYSE under stock code "SECZ"
2. Melius initiates a Buy rating, driving Western Digital up 12%; "storage short front" 6.71 million short contracts are just 2.9% away from liquidation
3. X launches a hosted version of the MCP service—no setup required for AI tools to access X’s real-time data
4. Danbi (但斌): After Changxin Memory goes public, it may set a new all-time high market cap for the A-share market
5. "NVIDIA Challenger" CBRS surges 18% intraday; up 27.4% over the three days since Serenity called for entry
6. Hong Kong equities’ optical communication sector strengthens; CEV Power and Fiber Optics (长飞光纤光缆) rises over 6%
7. SemiAnalysis: Changxin Memory has become the world’s fourth-largest DRAM maker, but in the near term it’s unlikely to change the memory shortage landscape
8. A 11-win streak day trader builds a $11 million BTC long position, with a take-profit price of $60.5k
9. Some Hong Kong AI stocks move higher, with Zhipu (智谱) up over 10%
10. Binance will perform maintenance on Bitcoin network wallets
1. Iran's Ministry of Foreign Affairs: No plans to hold talks with the US in the coming days
2. Iran warns France not to interfere in the situation in the Strait of Hormuz
3. Chainalysis releases a draft proposal for blockchain tracking standards
4. Iran’s embassy in Doha says preparations for US-Iran talks have not yet begun
5. trade.xyz launches trading of Applied Materials contracts on the US stock market
6. Due to high costs, Amazon and Anthropic are renegotiating their agreement, while also considering other AI models
7. AI US stocks see a V-shaped reversal, with most stocks recovering after the opening and regaining losses
8. Due to a stock split, Binance will adjust the contract notional amount for its CRWD U-margined perpetual contracts
9. CZ: He once messaged Musk to discuss a potential cooperation based on X Money and received a reply saying, “X Money currently is not involved with cryptocurrencies.”
10. CZ on Strategy: The asset structure is overly complex, but he believes Michael Saylor is a “staunch supporter of Bitcoin”
1. Iran warns France against interfering in the situation in the Strait of Hormuz
2. Chainalysis releases a draft proposal for blockchain tracking standards
3. Iran’s embassy in Doha says preparations for US-Iran talks have not yet begun
4. trade.xyz lists contracts for Applied Materials shares on the US stock market
5. Due to high costs, Amazon and Anthropic are renegotiating their agreement and also considering other AI models
6. AI US stocks V-shaped reversal: most stocks recover after the open and then regain losses
7. Due to the stock split, Binance will adjust the contract notional for its CRWD USDT perpetual contracts
8. CZ: He once messaged Musk to discuss a collaboration based on X Money, and received a reply saying “X Money is currently not involved with cryptocurrencies.”
9. CZ on Strategy: The asset structure is too complex, but he believes Michael Saylor is a “steadfast supporter of Bitcoin”
10. CZ: Binance’s Greece MiCA license application was already close to approval, but it was forced to withdraw due to external factors
1. Due to a stock split, Binance will adjust the contract notional amount of its CRWD USDT perpetual contracts
2. CZ: He once messaged Elon Musk to discuss collaboration based on X Money and received a reply saying, “X Money is currently not involved in cryptocurrency.”
3. CZ on Strategy: The asset structure is too complex, but he believes Michael Saylor is a “staunch supporter of Bitcoin”
4. CZ: Binance’s Greek MiCA license application was already close to approval, but was forced to be withdrawn due to external factors
5. Kraken may launch the Bittensor subnetwork Alpha token
6. Trump: Will immediately take action regarding the suitability of Fed Governor Cook’s appointment
7. Castle Securities warns that Fed policies will become even stricter
8. The Android version of XChat under X has been launched
9. Ripple launches the XRPL lending protocol; developers can now access the testnet for testing
10. Oman’s Minister of Foreign Affairs: Does not support charging a toll for the Strait of Hormuz
1. Oman’s foreign minister: does not support charging a transit fee for the Strait of Hormuz
2. Trump: after a major victory at the Supreme Court, the president has the power to remove administrative officials
3. GigaDevice: with subsequent marginal increases in production capacity in the niche storage market, product prices will see a fairly significant decline
4. Hedge funds sold US information technology stocks over the past week at a record-high scale
5. Trump’s son-in-law and envoy will travel to Doha today to hold talks with Iran
6. Could an institutional quarterly rebalance be driving the continued weakness in AI US stocks? A quick breakdown of the $165 billion sell-pressure
7. A JPMorgan analyst warns: the semiconductor sector may have topped out, at least temporarily
8. AI US stocks see another deep pullback; most star stocks fall by more than 5%
9. Bitdeer signs a conditional lease agreement for Norway AI data center, expected to take effect within a month
10. Sky confirms that it provides the USDS liquidity foundation for the Spark and Uniswap stablecoin exchange system FX Layer
1. JPMorgan Chase: Institutions have limited demand for perpetual contracts, which are used more for speculative trading
2. After Strategy announced its new plan, Bitcoin first rose and then fell; it has now fallen back below $60,000
3. Circle: USDC becomes the first supported stablecoin on BNY's digital asset custody platform
4. BitMine increased its holdings by 27,084 ETH last week; total holdings are now about 5.7 million ETH
5. He Yi discusses the proposal to “freeze Satoshi’s Bitcoin after a post-quantum upgrade”: it is not originally authored by CZ; its intent is to spark broader discussion
6. ByteDance expects to complete the design of its next-generation in-house CPU early next year; mass production and large-scale deployment are targeted for the second half of next year
7. Strategy did not buy any Bitcoin last week
8. Strategy may be able to stop the decline: Bitcoin is accelerating its rebound, up more than 1% over the past hour
9. Interpretation of Strategy’s new plan: the board authorizes the sale of Bitcoin in three scenarios
10. Boosted by Strategy’s new plan, MSTR and STRC surged nearly 10% pre-market
1. BlackRock deposits 7,432 BTC and 8,150 ETH to Coinbase
2. Trump: Iran will never have nuclear weapons
3. A Singapore court rules that Terraform must compensate appealing investors totaling more than $3 million
4. Meme coin “Lobster” surges 33% in the afternoon, restoring its market cap to $12 million
5. Goldman Sachs: A pullback in US stocks doesn’t necessarily mean the top is in; the tech sector’s weighting has become a source of market pressure
6. Intercontinental Trading Platform plans to launch futures products linked to monetary policy decisions and energy reserves
7. Suspected “sockpuppet accounts” with multiple addresses lay in ambush around Micron Technology; collectively build a long position of MU in the $10 million scale
8. Google Cloud will provide specialized AI models for scientific research
9. Iran’s deputy foreign minister: No Iran–US technical talks are scheduled this week for now
10. Serenity: The key turning point in the development of the robotics industry seems to have already arrived
1. Loopring DEX announces a permanent shutdown effective immediately, and will directly refund all assets to users
2. Arthur Hayes invests $2.2 million to buy 6.16 million SYN tokens
3. Preview of major events this week: US Non-Farm Payrolls, the gathering of four major central banks, and technical talks between the US and Iran
4. Samsung and SK Group are expected to announce an investment plan of up to 20 quadrillion KRW
5. Cooler Middle East situation: the US and Iran agree to stop mutual attacks; meetings will be held in Qatar this week, with negotiations marked by setbacks
6. Fed’s Baling: May PCE rose 4.1%, and inflation remains clearly off the 2% target
7. US media: Zhipu GLM-5.2 is comparable to Mythos in finding vulnerabilities
8. US officials: the US and Iran agree to stop mutual attacks; they will meet in Qatar this week
9. US media: US-Iran technical negotiations are still planned to take place within the next few days
10. Predict.fun World Cup knockout stage first match “Canada vs South Africa”: Canada’s win probability is 58%
1. Galaxy CEO: Strategy has become an overall market confidence signal; focus on its balance sheet and STRC performance
2. “Binance Life” market “V-reversal” fills all the losses, rallying 50% from the low
3. BIS warning: Signs of market euphoria are appearing in clusters; the AI spending boom may end in a sustained “investment decline”
4. Security alert: Etherlink EVM Bridge faces an attempted attack; all transfers have been paused
5. U.S. Permanent Representative to the UN: Iran must either choose responsibility or choose destruction
6. U.S. HYPE spot ETF recorded a net inflow of $300 million since its listing this month
7. ZachXBT: The algorithm on the X platform has a “traffic bottleneck” for crypto content; content tends to be restricted to vertical communities
8. Meme coin ANSEM’s top holder is up by $55.5 million, controlled by crypto KOL Ansem
9. ForeGate, together with Michael Owen, OKX, and others, releases a World Cup AI prediction research report
10. U.S. stocks & Korean stocks Monday price outlook: Hynix and Samsung Electronics are expected to open up 2%; U.S. pre-market trading is likely to trade sideways and fluctuate
1. Security Alert: The Etherlink EVM Bridge has faced an attack attempt; all transfers have been suspended
2. US Permanent Representative to the UN: Iran must either choose responsibility or choose destruction
3. The US HYPE spot ETF has recorded a net inflow of $300 million since its listing this month
4. ZachXBT: The X platform’s algorithm creates a “traffic dilemma” for crypto content—content is easily restricted to niche vertical circles
5. Meme coin ANSEM’s top holder is sitting on an unrealized profit of $55.5 million, controlled by crypto KOL Ansem
6. ForeGate, together with Michael Owen, OKX, and others, releases a research report on World Cup AI predictions
7. US and South Korean stock price preview for Monday: Hynix and Samsung Electronics are expected to open up by 2%; pre-market trading is likely to move sideways with fluctuations
8. Mark Anderson: Zhipu GLM-5.2 competes with leading US public models; large-model capabilities are gradually moving toward a multipolar competitive landscape
9. Michael Saylor posts Bitcoin Tracker information again, possibly hinting at another BTC buy
10. Musk opens yet another “monthly” short check: the old model slips by two months, and a new big pie quietly arrives
1. ForeGate, together with Michael Owen, OKX and others, releases a World Cup AI prediction research report
2. US and Korean stock price outlook for Monday: Hynix and Samsung Electronics are expected to open up about 2%, with pre-market trading likely to trade sideways and fluctuate
3. Mark Anderson: Zhipu GLM-5.2 is competing against leading US open models; large model capabilities are gradually moving toward a multi-polar competitive landscape
4. Michael Saylor once again releases Bitcoin Tracker information, possibly hinting at another BTC accumulation
5. Musk announces that Grok 4.5 has entered internal private testing at SpaceX and Tesla, and its performance is approaching or surpassing Opus
6. Bank of America: This summer, three major thresholds could trigger the US stock market’s “full risk-off” move, and trigger signals are already being accumulated
7. Samsung Electro-Mechanics plans to sign a KRW 500 billion AI server MLCC deal, partnering with Sumitomo Chemical to develop glass substrates
8. Crypto KOL Ansem continues to call for the same-named Meme coin; ANSEM’s market cap briefly breaks $78 million
9. Serenity: The automotive and robotics supply chains are merging; Germany’s Schaeffler positioning for core components may see a pricing re-evaluation
10. Critini analyst: There is an urgent shortage of high-purity CO2 for semiconductors; Samsung and Hynix are ramping up procurement, and remaining inventory has fallen below the one-month supply red line