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CryptoQuant analyst Darkfost stated that the Bitcoin funding rate is showing typical signals before the significant increases in September 2024 and December 2022, indicating that pessimism may have recently peaked.From March to May, Bitcoin corrected over 50%, and the accumulation of short positions pushed the funding rate down to negative values. Subsequently, BTC rebounded to $82,000 in May. This signal has appeared again, potentially leaving room for a bullish reconstruction in the coming months. This indicator has been transformed into a monthly sentiment aggregation tool, which is more effective than the Fear and Greed Index.

According to Jinshi reports, Paul Zangieri, a senior economist at Prudential Investment, is closely monitoring the communication wording of the Federal Reserve. It is expected that the FOMC will "maintain or even strengthen its hawkish tone," as ongoing inflation, rising oil prices, and internal disagreements within the FOMC open the door for further tightening of policies later this year.

According to official news, OKX, in collaboration with Elliptic, SlowMist, and OttoSec, has released the "Web3 Security and Risk Control Report for the First Half of 2026." The report points out that the focus of Web3 attacks is gradually shifting from smart contract code to more complex scenarios such as signature processes, user devices, operational infrastructure, and AI Agents.Data shows that in the first half of 2026, the OKX risk control system intercepted over 5.7 million high-risk transactions, including approximately 2.41 million transactions related to hacking and theft, about 1.48 million transactions related to phishing, and around 990,000 transactions related to fraud. The OKX Web3 on-chain intelligence label library currently has over 1 billion labels, covering more than 420 chains, and has integrated capabilities such as address screening, transaction monitoring, and sanction address control into infrastructures like DEX and Exchange OS.In addition, in terms of user protection, OKX has intercepted over 7 million visits to risky websites, completed over 200,000 device risk assessments, identified over 60,000 high-risk apps, and intercepted or alerted on over 4 million high-risk signature operations. The report also introduces the "risk control pre-positioning" design in scenarios such as Exchange OS, Outcomes, RWA, and Agentic Wallet.

According to Jinshi reports, Joseph Lavorgna, Chief U.S. Economist at Sumitomo Mitsui Banking Corporation, stated that if the inflation rate does not slow down, Federal Reserve policymakers will lose their hard-earned credibility. He pointed out that in the past 70 years, there have only been six instances where the core inflation rate decreased year-on-year by 0.9% or more, and each time the inflation slowdown was due to the Federal Reserve tightening its policy.Lavorgna emphasized that the longer the Federal Reserve waits, the greater the probability that interest rates will rise above necessary levels.

Insiders reveal that Samsung is in talks to participate in a new round of financing for the artificial intelligence startup Mistral, which could value Mistral at around 20 billion euros. This move will help the French company become a major alternative to American tech giants.One insider stated that Samsung had previously supported the company through its venture capital division and may invest about 1 billion euros in this new round of financing. This discussion reflects that AI developers are widely seeking to establish partnerships with semiconductor suppliers to address the situation where the demand for computing power in the industry far exceeds supply. Following the Trump administration's ban last month on foreign users accessing Anthropic's latest Mythos and Fable models, interest from European and Asian companies and governments in alternatives to leading American AI models has been steadily increasing. Since its establishment, Mistral has focused on developing open-source AI models that allow customers customization and control, meaning that no company or government can shut down these models.

According to Jinshi reports, Microsoft has agreed to invest billions of dollars in Mistral's European computing infrastructure to expand artificial intelligence infrastructure in Europe.

CryptoQuant analyst Darkfost stated that the outflow of stablecoins from Binance and Bybit in the past 30 days exceeded $2.3 billion, leading to a depletion of Bitcoin liquidity. Bitcoin has been testing the critical price level of $60,000 for nearly 165 days. Although it briefly broke through $80,000 in May, it failed to maintain or reignite the upward momentum of Bitcoin.One of the reasons for this situation is the lack of new liquidity flowing into the market. Whether through direct investment in Bitcoin or investment in the entire crypto market, new demand has been difficult to realize. Observing the changes in stablecoin reserves at exchanges, the situation has been particularly poor since the beginning of the year, with a nearly continuous decline, reflecting that outflows are significantly exceeding inflows. In just the past 30 days, Binance's stablecoin reserves have decreased by $1.55 billion, while Bybit lost $786 million during the same period. The decline in reserves sends a clear signal: demand and liquidity are shrinking, and investors seem inclined to withdraw stablecoins from exchanges or even exit the market entirely. Therefore, it is this still overly pessimistic overall market sentiment that continues to deprive Bitcoin of the resources needed to break through the current consolidation range.

Trader Ansem stated that he has bought PUMP around the old support level of 0.001675, with the main logic being that pump.fun can still achieve monthly revenues of about 30 to 40 million dollars during the bear market.He believes that if Solana dominates retail on-chain trading activities again in this cycle, pump.fun is likely to become one of the beneficiaries.

According to Cointelegraph, Consensys introduced a software developer earlier this year through a "reputable third-party service provider," who was later found to have connections to North Korea. The developer had approximately one month of access to the Consensys system under the alias Tyler Knapp.Consensys General Counsel Matt Corva stated that the developer was not an employee of Consensys but collaborated as a consultant. After discovering the threat, the company immediately terminated access and launched a comprehensive investigation, confirming that no assets or data were stolen, no malicious code was deployed, and user security was not affected. Consensys stated that it would reevaluate its practices regarding outsourcing engineering and development work.

Researcher Adam from Greeks.live stated that the trading of large Bitcoin call options has significantly increased, with a total of 25,766 BTC call options traded, with a nominal value of approximately $1.65 billion. Among them, nearly 10,000 sets of the 70,000/72,000 USD call bull spread expiring at the end of this month have been traded, making it the most active contract.Adam noted that with about two weeks left until expiration at the end of this month, the large-scale purchases of out-of-the-money call options that are about 10% higher than the current price reflect the market's optimistic expectations for the market trend in late this month; however, the trading strategy of using the lower-cost bull spread also indicates that the funds are primarily taking a tentative approach rather than making aggressive bets.

Larry Fink, CEO of the world's largest asset management company BlackRock, stated that he is optimistic about the market in the next 12 months, as the technological revolution will drive improvements in the profit margins of more companies. He noted that BlackRock's profit margin has increased by 260 basis points over the past 12 months, and the company has added $1 trillion in assets without increasing its workforce.Larry Fink mentioned that the current market leverage levels are lower than those in 2008 and 2009, and the implied leverage is not high when measured against the current capital market size. He also indicated that certain assets, financial products, or international markets may still carry concentration risks. Larry Fink expressed that he had previously been concerned about leverage in the Bitcoin and cryptocurrency markets, as there had been too many leveraged participants in the market. He believes that after the leverage has been cleared, Bitcoin and the cryptocurrency market are more stable at current levels.

According to Jinshi reports, Buffett: Not investing in Google back then was a mistake, and based on its current performance, the company is now "more likely to become a winner."

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.

According to Jinshi, the U.S. Commodity Futures Trading Commission (CFTC) stated that traders' overall positioning sentiment towards the dollar has risen to the most optimistic level since 2015.

According to CoinDesk, Coinbase mistakenly sent a "breaking news" alert to users, stating that the Norwegian football team defeated Brazil 3-2 in the World Cup knockout stage, while the match had not yet started. The alert also mentioned that Haaland scored twice in the match; however, Coinbase's own market prediction page still indicated that the match was delayed due to weather.Reports indicate that a user posted a screenshot of the notification on X on Sunday. Coinbase CEO Brian Armstrong subsequently replied that he was investigating the matter with the team. According to another post, the alert was sent at 10:26 AM Eastern Time, while the match did not start until 4 PM.Max Branzburg, Coinbase's head of consumer and business products, later stated that the erroneous report had been corrected, and the company had made updates to prevent similar inaccurate information in the future. He also mentioned that AI-driven 24/7 trading insights have potential but still require adjustments for such issues. In the actual match, Norway ultimately defeated Brazil 2-1, with Haaland scoring two goals.

CryptoQuant analyst Darkfost pointed out that Bitcoin's Sharpe ratio has once again reached an extreme negative territory, slightly rebounding after falling below -20. The Sharpe ratio is used to measure the relationship between investment risk and return, with a negative value indicating higher risk relative to current returns, which aligns with Bitcoin's third consecutive quarter of decline (with the latest quarter down 16.1%).Historically, such extremely pessimistic periods often last for several weeks to months and correspond to a new bottom-building phase, followed by a price restart. The analyst stated that the data suggests we are currently approaching this phase, but it is important to note that this observation belongs to a long-term time frame.

According to Jinshi, the Director of the National Economic Council of the White House, Hassett, stated that raising interest rates would be a mistake.