Citrini Research believes that Hyperliquid ($HYPE ) remains an “attractive” target with strong cash flow and buyback mechanism (>90% of fees to fund, >$2B repurchased).
Morgan Stanley opines that memory shortage is due to supply constraints, not weak demand; maintains overweight on semiconductor sector. AI infrastructure bottlenecks remain the core driver; related supply chain companies will continue to benefit.
Deutsche Bank raised inflation forecast; expects the Fed to hike twice in 2026 (total 50bp), lifting the federal funds rate to 4.1%, and does not rule out a July move. AI and energy cost increases remain key inflation drivers
$NVDAB announced a bond issuance to expand AI capacity, with FAB10 advanced process themes heating up. Micron ($MUB ) hit a new all-time high driven by strong memory demand and supply constraints. Earnings season enters a critical window, with tech giants generally beating expectations. $SPCX continues surging post-listing with market cap climbing rapidly; FAB10-related supply chain names have become the new market hotspot. Apple’s deepened AI platform collaboration with Google Gemini continues to reverberate.
Markets are watching the final data prints before the Fed’s July meeting. Recent inflation expectations have eased somewhat, but labor market and consumer credit outlooks remain cautious. Deutsche $BANK raised its 2026 inflation forecast and now expects the Fed to hike twice this year (total 50bp), lifting the federal funds rate to 4.1%, with a possible July move not ruled out. Data will directly shape the policy path.
US-Iran negotiations continue to make phased progress, with preliminary frameworks reached on Hormuz Strait transit and energy supply issues. Trump stated the conflict will end soon, and Iran has sent positive signals. Easing tensions have lowered energy risk premiums, putting short-term pressure on oil prices. A final agreement would further ease global supply chain concerns.
Vitalik Buterin talked about obfuscation tech that could turn programs into unbreakable black boxes
Could replace many cryptographic mechanisms and enable fully private voting and trustless services - but current computation needs would take longer than the age of the universe to run
Law No. 7 states: "Get others to do the work for you, but always take the credit." The Strategy: Utilize the wisdom, knowledge, and legwork of other people to further your own cause. The Benefit: It saves you valuable time and energy while giving you an aura of divine efficiency and speed.
Overall Institutional Outlook is that Short-term risk asset environment sees marginal improvement on US-Iran de-escalation, Korea’s mega chip investment, and affirmed Fed independence. Geopolitics cooling supports lower oil and higher risk appetite; the Korea plan provides a long-term semi/AI catalyst.
Michael Anderson of Framework Ventures believes the next phase of crypto opportunities may lie in becoming financing infrastructure for capital-intensive industries such as AI, robotics, and energy.