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According to monitoring by Catcher Predict, in the event "LoL Deep Exchange Team vs. Zero Point Team LCP Group Stage" on the prediction market Polymarket, the "Odd" option in the sub-market "Total Number of Kills Odd/Even" has experienced a dramatic fluctuation in win rate, soaring from 50.5% an hour ago to the current 90% (a fluctuation of 39.5%). Please note the impact of related breaking news.

According to Jinshi reports, Germany's July harmonized CPI month-on-month preliminary value is 0.9%, higher than the market expectation of 0.8%, and the previous value was -0.2%.

Arm released its financial report for the first quarter of fiscal year 2027, with revenue of $1.29 billion, a year-on-year increase of 22%, exceeding the market expectation of $1.26 billion; adjusted earnings per share of $0.45, a year-on-year increase of 29%, surpassing the expected $0.40; adjusted net profit of $480 million, a year-on-year increase of 28%. Licensing revenue was $574 million, a year-on-year increase of 23%; royalty revenue was $715 million, a year-on-year increase of 22%, with data center royalty revenue more than doubling year-on-year.The AI and data center business is showing strong momentum. Since the launch of the Arm AGI CPU in March, customer demand has grown from an initial expected order of about $1 billion to over $2 billion. Cumulative shipments of Arm Neoverse data center processors have exceeded 1.5 billion cores, with the latest 500 million completed in just 9 months. NVIDIA Vera has fully entered production, and AWS has reached a multi-year agreement with Meta to deploy tens of millions of Graviton5 cores. Qualcomm announced plans to launch the Arm-based data center CPU Dragonfly C1000.Revenue guidance for the second quarter is approximately $1.38 billion, with adjusted earnings per share of about $0.47, both above market average expectations but below some optimistic forecasts. The company stated that the growth of smart mobile royalty revenue will slow, and after-hours stock prices fell by about 7% at one point.

According to VentureBeat, the Model Context Protocol (MCP) has received its largest update since its launch in November 2024, managed by the Agentic AI Foundation (AAIF) under the Linux Foundation. This update completes the transition to a fully stateless architecture, allowing MCP servers to be deployed behind standard load balancers without relying on "sticky routing" or shared session state, thereby simplifying large-scale cloud-native and Kubernetes deployments.In terms of security, the new version of MCP enforces validation of the issuer (iss) parameter for OAuth and OpenID Connect to prevent mix-up attacks and introduces enterprise-hosted authorization extensions to support unified identity governance for enterprises. The protocol also establishes a formal deprecation policy, ensuring that features are announced for deprecation at least 12 months before their earliest removal. MCP Apps and MCP Tasks have also been upgraded to official extensions, supporting servers in providing interactive interfaces to AI clients and executing interruptible, resumable long-running asynchronous tasks through persistent task handles. According to MCP co-creator David Soria Parra, the related SDK's weekly download volume has reached approximately 250 million, doubling in the past six months.

According to Reuters, citing informed sources, due to the surge in demand for AI data centers leading to a tight supply of server CPUs, Intel and AMD are negotiating long-term procurement commitments with Chinese server customers. Agreements typically lock in a year's supply, with some discussions extending to two years or longer. Driven by the construction of AI computing power, CPU demand has expanded from AI accelerators to mainstream processors, with some server CPU products in the Chinese market experiencing a cumulative price increase of over 40% this year, with month-on-month increases exceeding 10% at times.Intel CEO Lip-Bu Tan stated in April that Xeon server CPU demand "continues to exceed supply," and the company has signed multiple long-term contracts in the first quarter, including a multi-year agreement with Google. AMD has raised its forecast for the server CPU market to exceed $120 billion by 2030. The report notes that China, as one of the largest server markets in the world, is intensifying competition for Intel and AMD processors due to the rapid construction of data centers and AI computing clusters, even as Chinese buyers face U.S. export restrictions on advanced AI GPUs. Intel is set to announce its quarterly results on Thursday, with the CPU shortage expected to become a market focus.

The AI Agent no-code operating platform X-Agent based on Web3 social networks has officially become a merchant in the OKX Agent Marketplace, launching three production-level risk analysis MCP (Model Context Protocol) tools, and deeply integrating with OKX Onchain OS and OKX Agentic Wallet, promoting the evolution of AI Agents from mere software logic to entities with autonomous economic behavior capabilities.The first batch of three pay-per-use MCP tools:X-Agent encapsulates the underlying risk assessment capabilities verified by the platform into standard MCP services for other Agents within the ecosystem to automatically discover and call:Token Security Scan: Identifies Rug Pull, Pi Xiu schemes, and contract restriction risks (0.03 USDT / use).Wallet Reputation: Evaluates the historical behavior of counterparties and "smart money" (0.01 USDT / use).Portfolio Health: Analyzes position concentration and volatility risks (0.01 USDT / use).Deep integration with the OKX ecosystem architecture, enabling machine micropayments:x402 machine-native settlement: Combines gas-free USDC settlement based on EIP-3009 with the Coinbase x402 protocol, achieving minimal per-use payments as low as 0.01 USDT on OKX X Layer, without the need for pre-deposit or manual approval.OKX TEE hardware-level custody: Integrates with OKX Agentic Wallet, storing private keys within OKX TEE (Trusted Execution Environment), with X-Agent authorized only through short-term session signatures, ensuring asset security from the source.Idempotent automated execution: Introduces Pre-Broadcast protection and idempotent state machines to prevent duplicate charges or state conflicts in on-chain autonomous tasks.Building a "two-way cycle" Agent economy:This collaboration marks the realization of a full-path connection in the X-Agent architecture from "identity - payment - execution - monetization - distribution." Agents can autonomously procure external services through OKX Agentic Wallet and package their capabilities into paid MCP tools to earn revenue, truly achieving a value closed loop for a decentralized Agent economy.

In June, the U.S. CPI fell by 0.4% month-on-month, the largest monthly decline since April 2020; the annual rate dropped from 4.2% in May to 3.5%, lower than the expected 3.8%. Core CPI decreased to 2.6%, below expectations, remaining flat month-on-month.Major cryptocurrencies rose after the data was released, with BTC increasing from about $62,000 to $64,900, and ETH rising 7% to $1,884, with approximately $300 million in short positions being liquidated. Federal Reserve Chairman Kevin Warsh testified before Congress that the Fed has a "zero tolerance" for persistently high inflation; if the policy is correct, the inflation rise over the past five years will become a thing of the past. When asked about the CPI data, he disagreed with the assessment of "mission accomplished" and did not provide guidance on the next policy steps.

According to Jinshi reports, Federal Reserve's Goolsbee stated that he would feel better if the Consumer Price Index (CPI) data remains sluggish in the coming months.

Tom Lee, Chairman of Bitmine, posted on the X platform stating that ETH has become the best-performing macro asset, which also strengthens the argument that ETH is an on-chain currency.

According to Jinshi reports, the seasonally unadjusted Consumer Price Index (CPI) for the U.S. in June was 333.952, lower than the market expectation of 334.697 and the previous value of 335.123.

According to Jinshi, the annual rate of the U.S. CPI for June, not seasonally adjusted, recorded at 3.5% (previous value 4.2%), while the market expectation was 3.8%; the month-on-month CPI for June, seasonally adjusted, recorded at -0.4%, marking the largest decline since April 2020.

According to Jinshi reports, analyst Matthew Weller stated that the overall monthly inflation rate is expected to record negative growth for the first time in over a year, which will alleviate market concerns about the Federal Reserve's imminent interest rate hike.The reopening of the Strait of Hormuz has led to a significant drop in energy prices, while the impact of Trump's tariffs has largely been absorbed by the market. The federal funds futures market is currently pricing in a 35% probability of the Federal Reserve raising interest rates at this month's meeting.

According to Jinshi reports, JPMorgan strategists advise investors to close positions on the flattening of the 10-year to 30-year U.S. Treasury yield curve ahead of the U.S. CPI data release and Federal Reserve Chairman Waller's first testimony before Congress to address the upcoming event risks.The strategists stated that due to the escalation of geopolitical tensions and hawkish remarks from Federal Reserve officials, short-end U.S. Treasury yields rose by 6 basis points, and the yield curve flattened by 3 basis points. Waller expressed concerns that high inflation may become entrenched in market inflation expectations, stating that if CPI data continues to show strong core inflation pressures, the Federal Reserve will need to consider tightening monetary policy in the near term.

According to Jinshi reports, "the Federal Reserve's mouthpiece" Nick Timiraos stated that economists expect the drop in energy prices last month to lower the overall CPI for June. However, for the Federal Reserve, the core indicators are more important at the moment, with the core CPI expected to be close to May's 0.21% (month-on-month). Subsequently, the market's focus will shift to the PPI and the implications of PPI trends for the PCE.

According to QCP Capital, it has been 12 days since the US and Iran signed a memorandum of understanding, and both sides experienced military conflicts again over the weekend, each accusing the other of violating the 60-day ceasefire agreement, putting pressure on the prospects for the second round of negotiations. Oil prices remain around $70, but if supply recovers slower than expected, there is still an upward risk for oil prices.In the cryptocurrency market, the implied volatility of BTC and ETH continues to rise, with increased demand for BTC put options in the $55,000-$58,000 range expiring in July. There has been a continuous net outflow from spot ETFs, concerns related to Strategy, and the pressure from the US stock market has weighed on market sentiment. However, there was also a significant buying interest in BTC call options at $64,000 expiring on the 17th. This week, the market will focus on Federal Reserve Chairman Kevin Warsh's speech at the ECB forum, as well as the ISM Manufacturing PMI and US non-farm payroll data. Given the low liquidity ahead of the holiday, market volatility is expected to remain high.