News linked to both this project and an event.
ARK Invest's "The Bitcoin Quarterly" report for Q2 2026 indicates Bitcoin fell approximately 14% in the second quarter, closing around $58,544, and broke below three major technical moving averages. Historically, this technical pattern is often associated with bearish market conditions. The report shows that despite price pressure, Bitcoin Long-term Holders continued to accumulate, pushing their holdings to a new all-time high of approximately 14.85 million BTC, absorbing coins released during the market correction.ARK Invest stated that on-chain data is signaling signs of seller exhaustion: the supply of BTC in loss exceeds the supply in profit, and the rate of realized losses once surpassed the rate of realized profits. Historically, similar phenomena have often clustered near the bottom of market cycles.The report also pointed out that institutional demand in the Bitcoin market is facing pressure. Both corporate Bitcoin reserves (Treasury Companies) and the ETF ecosystem have shown signs of weakness:The STRC preferred stock price once fell to approximately $74.57, below its $100 par value;U.S. spot Bitcoin ETFs experienced net outflows for 7 consecutive weeks, with cumulative outflows totaling approximately 70,000 BTC.ARK Invest believes that ETF outflows indicate a weakening of important marginal buying pressure for Bitcoin, but continued accumulation by long-term holders suggests a redistribution of coins is occurring within the market.The firm stated that a clear divergence is currently forming between BTC's price performance and the behavior of long-term holders. Historical data shows that such divergences can often serve as important observation signals for market cycle turning points.
According to STAR Market Daily, Morgan Stanley issued a report indicating that TSMC's 2026 full-year revenue guidance significantly exceeded expectations. The company raised its 2026 revenue growth guidance to over 40% year-on-year, previously over 30%. Management attributed the upward revision to strong AI demand, despite challenges in consumer demand. Cloud Service Providers (CSP) customers are rapidly increasing cloud capital expenditure. TSMC did not update its AI semiconductor revenue CAGR forecast, but stated that actual performance is higher than the previous forecast of 55%-60%. The bank believes a 70% to 80% CAGR for TSMC's AI semiconductor business is a reasonable assumption. The bank raised its target price from 2,888 New Taiwan Dollars to 2,988 New Taiwan Dollars, maintaining an "Overweight" rating. In a volatile market environment, the company's quality profitability should continue to attract capital inflows; next, the 2026 second-quarter cloud capital expenditure updates announced by CSP customers will be an important catalyst.
Goldman Sachs analyst James Yaro has released an analysis report on Robinhood (HOOD), maintaining a "Buy" rating and raising the price target from $121 to $137.
According to Odaily, the persistent memory supply shortage driven by AI demand continues to exert upward pricing pressure on smartphone manufacturers such as Samsung Electronics, Apple, and Xiaomi in the second half of the year. Industry sources indicate that Samsung Electronics' upcoming Galaxy Z8 series, set to be released this month, has an increased likelihood of price increases based on storage capacity. The price of the 256GB base model is expected to remain at a similar level to its predecessor, approximately 3.05 million won, while the 512GB and 1TB models may see price increases of around 120,000 won each. This pricing strategy aims to minimize the price increase for the base model while prioritizing adjustments to higher-capacity models, which are more affected by memory cost pressures.
According to TechFlow Research, the latest report on Apple released by Morgan Stanley on July 14, 2026, shows that Apple increased prices for Mac, iPad, and accessories by 15-54% within two weeks. The underlying driver is forced cost hedging, rather than simple profit extraction. DRAM and NAND chip costs are expected to rise by 190% and 280% respectively in 2027. The chip cost for a single iPad will rise from $51 to $144, and this item alone could consume 30-40% of the gross profit.
Odaily News: Bloomberg ETF analyst Eric Balchunas posted on platform X, stating that T. Rowe Price's active crypto ETF, TKNZ, is ready to launch and could go live at any time, with speculation it will debut on Thursday. He believes the timing is appropriate, as the ETF is launching after the impact of October's sell-off has somewhat subsided.
Odaily News: BNB treasury-listed company BNB Plus has announced that it has received a delisting ruling from the Nasdaq Hearings Panel. The primary reason for the delisting is that the company's stock price has persistently failed to meet the Nasdaq Capital Market's continued listing requirement of a minimum $1 bid price. BNB Plus plans to submit a review request to the Nasdaq Listing Review Committee, but this review will not stay the delisting process. The company's stock will be suspended for trading on Nasdaq at the opening on July 14, 2026. The company has completed preparatory work for listing on the OTCQB Venture Market, and the stock code will remain BNBX. Normal trading on the over-the-counter market is expected to commence at the opening on July 14. (Businesswire)
Odaily Odaily Planet Daily reported that Geoffrey Kendrick, Global Head of Digital Asset Research at Standard Chartered, stated that the market has misinterpreted Michael Saylor's adjustments to Strategy Inc.'s bitcoin strategy, and the recent selling pressure stems from confusion over this strategy rather than a change in bitcoin's long-term outlook. Strategy Inc. is shifting bitcoin from being a reserve accumulation asset to serving as collateral to support its STRC preferred stock. Kendrick maintains the bitcoin price forecast of $100,000 by the end of 2026. As of press time, BTC was trading at $64,322.89, and Strategy's stock MSTR closed at $94.64 on Friday. The outstanding notional value of STRC is approximately $10 billion, which Kendrick believes makes the preferred stock heavily overcollateralized due to its bitcoin backing. (Bitcoin.com News).
the futures section of the Binance APP has officially launched cryptocurrency price prediction, a service directly supported by predict.fun.Currently, the Spot, Futures, and Web3 Wallet sections of the Binance APP all provide direct access to cryptocurrency price prediction. Users can update their Binance APP to the latest version to access the prediction entry.
According to official sources, TAC issued a statement regarding the significant price drop in the past 24 hours, stating that the protocol was not attacked, on-chain assets are secure, and the system is operating normally; the team and early investors did not participate in the sell-off, relevant tokens remain in the lock-up and vesting period, and there is no possibility of unlocking at this stage.
Grayscale Research stated that Strategy sold a portion of Bitcoin last week, which may help reduce financing risk and support Bitcoin price stability. This sale of approximately $216 million increased its USD reserves, expected to cover dividend payment needs for approximately 17 months. Meanwhile, the STRC price rebounded, indicating investors reacted relatively positively to this decision.
Odaily Planet Daily reported that the U.S. Bureau of Economic Analysis (BEA) recently announced adjustments to some calculation methods for the Personal Consumption Expenditures Price Index (PCE). The relevant changes are expected to be reflected in the data revision scheduled for release on September 30, 2026. Market estimates broadly indicate that this adjustment will likely lower the core PCE inflation rate by approximately 0.2 percentage points. Current data shows that over the 12 months ending May 2026, core PCE inflation stood at 3.4%, remaining above the Federal Reserve's 2% target since March 2021. The BEA's primary adjustments this time focus on three specific sectors: portfolio management and investment advisory services, computer software and accessories, and legal services, modifying their respective price calculation methods.Former Federal Reserve Governor Miran stated in a speech last December that "some of what should have been recorded as an increase in the quantity of service consumption has instead been recorded as a price increase." In May of this year, Miran, along with Fed economists Alessandro Barbarino and Anthony M. Diercks, published a paper analyzing the shortcomings of existing statistical methods, including issues with the measurement of products like portable storage devices and video games. JPMorgan economist Abiel Reinhart remarked, "‘Grand Theft Auto 6’ might also have a chance to influence the U.S. Treasury yield curve."
According to TechFlow Research, Morgan Stanley released a research report on July 1 stating that, regarding Bloomberg's report on Meta planning a cloud computing business, it judges that Meta is more likely to choose the lighter path of renting out idle computing power rather than building a full cloud service benchmarking AWS. The report calculates that renting out 250 MW of computing power at $40/watt could be accretive to 2028 earnings per share by approximately 8%, and when the scale reaches 1000 MW, the accretion could reach 33%, but this earnings accretion is viewed as a transitional buffer, not the core logic supporting the rating. Morgan Stanley also mentioned that Meta's self-held computing power will expand to 1.9 GW and 3.4 GW in 2026 and 2027 respectively, providing room for the rental calculations. Morgan Stanley maintains its Overweight rating on Meta with a target price of $775, representing approximately 37.6% upside compared to the closing price of $563.29, while setting the 2027 capital expenditure expectation at $175 billion; if the cloud computing business scales up, there is a possibility of an upward revision in capital expenditure.
The latest report released by Wintermute shows that cooling AI trading has triggered market sector rotation, with the Nasdaq Index falling for the fifth consecutive trading day, down 4.5% in a single day, and the semiconductor sector under significant pressure; Bitcoin fell 5.9%, dropping below $60,000 to around $59,300, while Ethereum fell 7.9%. The U.S. May Personal Consumption Expenditures Price Index (PCE) rose year-on-year to 4.1%, reinforcing expectations of higher rates for longer, and a stronger U.S. dollar also exerted pressure on crypto assets.
Goldman Sachs analyst James Yaro has released an analysis report on Robinhood (HOOD), maintaining a "Buy" rating and raising the price target from $108 to $121.
According to the mid-year crypto market report released by 21Shares, after Bitcoin peaks at approximately $126,000 in October 2025, the base target price for the end of 2026 is set at $100,000.The report shows that as of May 2026, the global crypto ETP assets under management stood at approximately $140 billion, with total holdings of 1.25 million BTC. Furthermore, prediction market trading volume reached $57.5 billion by the end of May; total value locked in DeFi remained around $140 billion; within the Ethereum Layer 2 ecosystem, Base, Arbitrum, and Optimism accounted for approximately 83% of total DeFi TVL; and the total value of tokenized assets on public blockchains reached $31 billion, including $15 billion in tokenized U.S. Treasury bonds. (The Block)
Bitget has completed the upgrade of its ADL (Auto-Deleveraging) execution price mechanism. After the upgrade, when the insurance fund account triggers ADL and matches with a counterparty position, the execution price will adopt the prevailing Mark Price, bringing the ADL execution price closer to the actual market price. Users can more accurately assess the potential impact of ADL on their positions and strategies, facilitating risk management and strategic planning.
GreyScale Research’s report states that as the valuation framework for crypto assets gradually aligns with traditional financial analysis, decentralized finance (DeFi) protocols with clear cash flows and robust token value-capture mechanisms are attracting increased attention. Using Aave as an example, the report notes that Aave—the leading on-chain lending protocol—generates revenue primarily from lending spreads, treasury yields, and GHO-related activities (GHO being its native stablecoin). Following continuous improvements to its governance mechanism, the linkage between the protocol’s economics and the value accruing to AAVE token holders has strengthened.
Benchmark has maintained a "Buy" rating for Coinbase with a $270 price target, implying approximately 59.5% upside from its Tuesday closing price of $169.27. The firm noted that Coinbase's latest "System Update" indicates it is accelerating its transformation from a crypto trading platform into an "everything exchange" that bridges traditional finance and the on-chain economy.Analyst Mark Palmer stated that this product update covers tokenized stocks, stock and crypto options, pre-IPO perpetual contracts, prediction markets, AI-driven investment tools, agent payment infrastructure, and retail financial products, signaling the continuous expansion of its business boundaries.Key progress highlighted by Benchmark also includes: the U.S. CFTC's approval for it to operate as a regulated Futures Commission Merchant (FCM), global derivatives capabilities obtained through the acquisition of Deribit, and integrating crypto perpetuals and options into a compliant framework, thereby achieving cross-market liquidity consolidation.Furthermore, the company's strategic moves in the Base ecosystem, prediction markets, and AI agent payments are also seen as key signals of its evolution from "spot crypto trading" to a comprehensive on-chain financial infrastructure. (The Block)
Odaily Seer Channel monitoring shows that the probability on Polymarket for "Will Anthropic's valuation reach $1.1 trillion before June 30" has risen to 67%, up 30% in 24 hours.This event will be settled based on Anthropic's private market valuation data released by Nasdaq Private Market (NPM). If Anthropic's NPM Price reaches or exceeds the specified amount between the market creation and June 30, 2026, the event will be settled as "Yes"; otherwise, it will be settled as "No".Anthropic's latest funding round was completed on May 28, achieving a post-money valuation of $965 billion after its $65 billion Series H round, just one step away from common short-term thresholds like $1 trillion. With this prediction market set to settle on June 30, traders are monitoring secondary market liquidity and whether any new primary financing or tender offer activity could push its implied valuation higher within the remaining window. Recent estimates show Anthropic's annualized revenue run rate is approaching $47 billion, continuing to support investor demand. However, no new funding announcements have emerged since late May, and IPO preparations remain longer-term.Odaily Seer Channel continues to follow prediction markets, seeing changes before pricing.