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According to the latest survey by TrendForce, in June, the top three MLCC suppliers in Japan and South Korea (Murata, Samsung Electro-Mechanics, Taiyo Yuden) achieved a monthly shipment volume that reached a nearly five-year high, with 140 billion, 98 billion, and 40 billion units respectively, and the growth momentum continued into July. AI applications are the main driving force, with CSP manufacturers maintaining strong procurement demand for self-developed ASIC platforms such as Google TPU and AWS Trainium, driving continuous growth in demand for high-capacity, low-voltage, small-sized MLCCs.At the same time, Japanese and South Korean suppliers are accelerating the shift of production capacity from consumer-grade X5R to high-end X6S/X7R specifications, resulting in a severe squeeze on the production capacity of mid-to-high capacity (1µF-22µF) consumer-grade MLCCs, with mainstream inventory days generally falling below 30 days. The overflow effect of production capacity has led channels, agents, and second- and third-tier customers to urgently pull goods, significantly increasing order visibility for Taiwanese and mainland suppliers, leading to rising prices, with agents raising prices by an average of 20-25%, and spot market prices have soared to 2-3 times the original price. TrendForce pointed out that the consumer-grade MLCC market currently shows a structural mismatch of "weak end demand, strong channel pricing."

According to Onchain Lens monitoring, Chun Wang (@satofishi) deposited assets worth approximately $6.73 million into Binance, including 3,440 ETH valued at about $6.7 million and 3.51 WBTC valued at approximately $228,400. The latest transfer occurred 8 minutes ago.

According to Onchain Lens monitoring, Chun Wang (@satofishi) deposited $15.65 million in assets into Binance, including 6,009 ETH, worth approximately $11.56 million, and 62.31 WBTC, worth approximately $4.09 million.The sources of the related assets include withdrawals from Spark Fi, unstaking from Lido Finance, and exchanging WETH for WBTC through CoWSwap.

Midnight Foundation posted on platform X that the Wanchain Cardano BNB cross-chain bridge has experienced a security attack. Currently, several major exchanges, including KuCoin, Kraken, Binance, Bybit, OKX, and MEXC, have quickly responded by taking preventive measures to restrict the flow of stolen assets, including freezing related accounts and addresses, blacklisting the attacker’s wallet, and suspending the deposit and withdrawal services for the NIGHT token.Exchanges have confirmed that this incident is an isolated third-party bridging vulnerability and is unrelated to the Midnight Network mainnet and the NIGHT asset itself.

According to Onchain Lens monitoring, Chun Wang (@satofishi) transferred 4,950 ETH, worth 9.53 million dollars, to Binance after unstaking and unwrapping WETH through Lido.

The Hong Kong stock market has seen active performance from certain individual stocks, with diverse sectors continuing to attract market attention. The top three gainers on the Gate platform for Hong Kong stocks are: Wan Shun Rui Qiang Group, which surged 51.42%, currently reported at HK$ 5.30; Le Mo Technology, which rose 28.77%, currently reported at HK$ 9.80; and Zhao Yan New Drug, which increased by 24.50%, currently reported at HK$ 27.64.

Federal Reserve Chairman Waller stated that we do not want to engage in rescue operations; we hope to be in a position where no entity requires rescue—this also applies to the cryptocurrency industry.

According to Onchain Lens monitoring, F2Pool co-founder Wang Chun has transferred tokens worth approximately 63.67 million USD to Binance over the past two days.

According to on-chain analyst Yu Jin's monitoring, F2Pool co-founder Wang Chun has recently reduced his holdings by 36,600 ETH and 160 WBTC, expecting a profit of 3.4 million USD.In June, he gradually bottomed out around 70,600 ETH (117 million USD) and 966 WBTC (60.29 million USD).

According to Onchain Lens monitoring, Wang Chun has deposited 9,876 ETH into Binance again, worth 17.02 million USD.

According to on-chain analyst Onchain Lens (@OnchainLens), F2Pool co-founder Chun Wang (@satofishi) deposited 16,842 ETH (approximately $26.87 million) and 60 WBTC (approximately $3.61 million) to Binance on July 2, 2026, Beijing time, totaling approximately $30.48 million.

According to CoinDesk, the latest financial disclosure documents show that U.S. Vice President Vance holds BTC worth approximately $250,000 to $500,000, a scale comparable to his gold assets.

According to The Block, the Legislative Yuan of Taiwan has passed the "Virtual Asset Service Act" in its third reading. The bill has been submitted to Taiwan's regional leader Lai Ching-te for signing, and the implementation date is expected to be announced within 10 days.The core points of the bill are as follows:• Licensing requirements: Virtual asset service providers must apply for a license from the Financial Supervisory Commission (FSC). Platforms that have completed AML registration have a 12-month application period and a 21-month approval period.• Stablecoin regulation: Issuing or managing stablecoins requires dual approval from both the central bank and the FSC, and sufficient reserves must be maintained.• Compliance requirements: Covering aspects such as cybersecurity, customer asset segregation, and internal controls.• Criminal penalties: Illegal operations can result in a maximum sentence of 7 years in prison and fines of up to NT$100 million (approximately US$3.14 million); market manipulation in the crypto space can lead to a maximum sentence of 10 years and fines of up to NT$200 million (approximately US$6.28 million).Industry insiders point out that crypto companies previously operating in legal gray areas will no longer be able to rely on regulatory ambiguity. Traditional financial institutions will also be allowed to apply for VASP licenses in the future, and existing crypto companies may face increased competitive pressure.

According to Taiwan's Economic Daily, passive component leader Yageo has notified customers that starting from July 1, it will comprehensively increase the prices of its entire line of capacitor solutions, covering MLCC, aluminum electrolytic capacitors, tantalum capacitors, and polymer aluminum capacitors, marking the largest increase in recent years. Industry insiders pointed out that this move mainly reflects the continuous rise in global manufacturing costs due to geopolitical factors, energy, raw materials, and international freight rates. As capacitor products account for about 50% of Yageo's revenue, the market expects this round of price increases to significantly boost its revenue and profits.Driven by strong demand for AI servers and automotive electronics, Yageo's stock price hit the daily limit yesterday, reaching 1,140 New Taiwan Dollars. However, due to recent volatility in the Taiwan stock market, the market reported a significant default settlement event involving Yageo's stock last night, with a total declared amount of 38.8 million New Taiwan Dollars, marking the 15th major default settlement case accumulated in Taiwan's listed market this year.

According to Cointelegraph, Swan CEO Cory Klippsten believes that the probability of Bitcoin reaching an all-time high in 2026 is only 10% to 15%.Cory Klippsten stated that some truly exogenous events must occur, and he believes that currently, it is unknown what events could cause the price of Bitcoin to double within the next six months.