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According to the latest weekly report from Gate Ventures, global risk assets are under pressure due to adjustments in technology stocks, fluctuations in the energy market, and changes in macro expectations, with the cryptocurrency market showing a volatile recovery trend. BTC rose 1.1% over the week, ETH rose 4.4%, pushing the ETH/BTC ratio up by 2.2%, and the total market capitalization of cryptocurrencies increased by 1.03%. In terms of capital flow, the net inflow for spot BTC ETFs was only $33.8 million for the week, the lowest level since their launch; the net inflow for spot ETH ETFs during the same period was $103.9 million, indicating an improvement in market sentiment, with the Fear and Greed Index rising to 30, but still in the "fear" range. Meanwhile, the price of STRC under Strategy remained around $86, trading below par for the ninth consecutive week, with the institutional holding ratio continuing to increase, and the market is paying attention to its subsequent performance.In terms of industry development, stablecoin payments and the construction of blockchain financial infrastructure are continuing to advance. KB Kookmin Bank is collaborating with Kinexys, a subsidiary of JPMorgan, to explore blockchain-based cross-border payment services, further promoting traditional financial institutions' layout in on-chain payment scenarios; Kakao and Circle are exploring the payment infrastructure for a Korean won stablecoin, accelerating the application exploration of stablecoins in retail payments and cross-border settlements. In terms of investment and financing, a total of 8 financing transactions were completed last week, with a disclosed total financing amount of $196.5 million, among which the financing scale in the infrastructure sector was the highest, reaching $193 million, and the stablecoin clearing infrastructure project Augustus completed $180 million in financing. Overall, the market's short-term risk appetite remains cautious, but stablecoin payments, on-chain clearing, and financial infrastructure construction continue to attract capital attention.

According to GMGN data, the top 5 tokens with net inflow of KOL in the past 24 hours are as follows:Jimothy (Ge87....ump): Net inflow of $7,000, with a 24-hour change of -32.7%, currently priced at $0.0248.SAKURA (EWiV....ump): Net inflow of $1,000, with a 24-hour change of 49.2%, currently priced at $0.0003.Terp (ALvN....ump): Net inflow of $807, with a 24-hour change of -65.5%, currently priced at $0.0001.Terp (G2rk....ump): Net inflow of $399, with a 24-hour change of 12.1%, currently priced at $0.0001.Lambocheesi (7W2q....ump): Net inflow of $252, with a 24-hour change of 1065.7%, currently priced at $0.0001.

According to GMGN data, the top 5 tokens with net inflow of KOL in the past 24 hours are as follows:ANSEM (9cRC....ump): Net inflow of $20,000, 24-hour price change -3.9%, currently priced at $0.169.ACCOUNT (5rnh....t1r): Net inflow of $1,000, 24-hour price change 697.8%, currently priced at $0.0001.Raj (5kD2....ump): Net inflow of $551, 24-hour price change 569.8%, currently priced at $0.0001.HODL (Hh3o....ump): Net inflow of $456, 24-hour price change -6.9%, currently priced at $0.0009.DUMP (9bmv....HDa): Net inflow of $383, 24-hour price change -10.7%, currently priced at $0.0008.

Airbnb CEO Brian Chesky posted on X that he has been quietly observing the tokenization of real-world assets, stating that most of it is noise, but real things are happening beneath the noise, and he shared his observations in a long tweet. The post quoted user @StarPlatinum_ regarding comments on the Robinhood Chain, which pointed out that the long-term focus of Robinhood Chain is on the RWA track, and cited Robinhood CEO Vlad Tenev's statement from a week ago referring to meme coins as having no underlying utility assets.

According to official social media news, Huobi HTX will hold a themed live broadcast today at 19:00 titled "Oil Mutation Night: Ceasefire Collapsed, US Bombed Iran, What Trading Opportunities Are Hidden Behind the Surge in Oil Prices?" At that time, crypto KOLs such as 0xJoker, Dada Dada Dada, OxPink, and Huabai Blockchain will be invited to attend and engage in an in-depth discussion on the escalation of the Middle East situation, the drastic fluctuations in international oil prices, and their impact on global risk assets.

According to GMGN data, the top 5 tokens with net inflow of KOL in the past 24 hours are as follows:ANSEM (9cRC....ump): Net inflow of $130,000, 24-hour price change -25.5%, currently priced at $0.2163.TripleT (J8PS....ump): Net inflow of $7,000, 24-hour price change 82.4%, currently priced at $0.0227.Sped (2dAt....ump): Net inflow of $3,000, 24-hour price change 1961.5%, currently priced at $0.0001.NEIL (cvka....ump): Net inflow of $1,000, 24-hour price change -76.6%, currently priced at $0.0001.SPINY (9Hoc....ump): Net inflow of $938, 24-hour price change 3216.8%, currently priced at $0.0001.

According to GMGN data, the top 5 tokens with net inflow in the past 24 hours are as follows:GOON (8QjD....ump): Net inflow of $2,000, with a 24-hour change of -69.2%, currently priced at $0.0001.ANSEM (9cRC....ump): Net inflow of $1,000, with a 24-hour change of 2.3%, currently priced at $0.1693.chuchu (F1Gi....ump): Net inflow of $996, with a 24-hour change of 2634.6%, currently priced at $0.0001.BOT (DJXF....bot): Net inflow of $917, with a 24-hour change of -89.3%, currently priced at $0.0001.OSCAR (EwD4....ump): Net inflow of $886, with a 24-hour change of 530.4%, currently priced at $0.0001.

On July 1, according to WEEX TradFi data, the recent performance of the US stock technology sector has been mixed, with funds continuously focusing on Physical AI, robotics, and related supply chain directions that have actual implementation expectations. Among them, AMD rose about 7.7% in 24 hours, Symbotic (SYM) rose over 6.6%, Texas Instruments (TXN) rose about 4.4%, NVIDIA (NVDA) rose about 2.6%, Tesla (TSLA) rose about 2.1%, and Analog Devices (ADI) rose about 1.4%.WEEX Labs believes that market funds are shifting from a single computing power narrative to core links in the Physical AI supply chain with implementation expectations, including Tesla's Optimus production line transformation and NVIDIA's Physical AI Day, which continuously strengthen expectations for hardware and software collaboration, leading to increased attention in related sectors.

According to GMGN data, the top 5 tokens with net inflow of KOL in the past 24 hours are as follows:𝕏Money (DhEr....ump): Net inflow of $7,000, with a 24-hour increase of 4487.6%, currently priced at $0.0003.ZERO (Emcx....ump): Net inflow of $3,000, with a 24-hour decrease of -31.8%, currently priced at $0.0022.piss (DXXc....kbu): Net inflow of $836, with a 24-hour increase of 1354.2%, currently priced at $0.0001.のん (J8pJ....ump): Net inflow of $480, with a 24-hour increase of 799.4%, currently priced at $0.0001.infinity (91Nz....ump): Net inflow of $409, with a 24-hour increase of 68.9%, currently priced at $0.0001.

Public market data shows that the stock of Nasdaq-listed company (Nasdaq: WTO) has recently seen a significant increase, with the rise approaching 500% at one point. Against the backdrop of growing interest in Web3 data platforms, prediction markets, and the concept of coin-stock linkage in the US stock market, WTO's price performance has sparked market discussions.Market participants believe that WTO's recent surge may be related to the recent launch of the "Non-Small Number World Cup Carnival" by Non-Small Number. This event revolves around the 2026 World Cup and combines this global sporting event with Web3 prediction markets, precisely hitting the hottest event that attracts the highest global user attention, as well as the prediction market track with strong growth potential in the current Web3 market.From a market logic perspective, the World Cup naturally possesses global traffic, high-frequency discussions, and clear outcomes, which can continuously generate demand for predictions; while prediction markets are currently one of the few application scenarios in Web3 that can directly connect real events, user judgments, and on-chain participation. The launch of related activities by Non-Small Number during the World Cup cycle is seen as a precise entry point into the global market's enthusiasm and the demand from Web3 users.Industry insiders believe that as the World Cup Carnival drives increased exposure for Non-Small Number in the direction of prediction markets, the market is reassessing its potential value as a Web3 data entry point, a hot event operation platform, and a connection asset for US stock capital in a more positive direction.

Wintermute released its weekly market report, stating that as of the week ending June 15, the ceasefire between the U.S. and Iran, along with CPI data, has boosted market risk appetite. Wintermute believes that the risk-reward ratio for Bitcoin at just over $60,000 is quite attractive; each sell-off eliminates weak holders, leaving a group with higher quality holdings and stronger conviction. However, this does not mean that a bottom has been established. Before the situation truly improves, it is not impossible to fall into the $50,000 range. Currently, the position structure has been somewhat cleared, and net selling pressure has eased. What really needs attention is the flow of funds, rather than prices or news headlines.The real turning point in the last cycle was the continuous growth of inflows into ETFs and stablecoins, and there are currently no signs of this. Therefore, blindly chasing any upward trend is futile. In the short term, Waller's speech on Wednesday is key. If dovish sentiment indicates a softening of core rates and a drop in oil prices, the market will welcome good news; if hawkish sentiment suggests rates rising to 4.2%, the good news will end. Besides that, the agreement signed between the U.S. and Iran in Switzerland on Friday is the truly important event.

According to GMGN data, the top 5 tokens with net inflow in the past 24 hours are as follows:dih (Gh5t....ump): Net inflow of $2,000, with a 24-hour increase of 11303.8%, currently priced at $0.0003.drooling (B6f2....ump): Net inflow of $2,000, with a 24-hour increase of 137.2%, currently priced at $0.0014.GTA6 (E7D4....ump): Net inflow of $788, with a 24-hour increase of 1274.8%, currently priced at $0.0001.Mewania (GJwQ....ump): Net inflow of $478, with a 24-hour increase of 54.9%, currently priced at $0.0001.SPCX (9qpD....ump): Net inflow of $311, with a 24-hour increase of 9325.5%, currently priced at $0.0003.

According to Jinshi reports, Federal Reserve official Hamak stated that they are currently focusing on multiple inflation indicators to assess the economic situation and the direction of monetary policy adjustments.

According to GMGN data, the top 5 tokens with net inflow in the past 24 hours are as follows:KINS (Tqj8....ump): Net inflow of $20,000, 24-hour change -24.1%, currently priced at $0.0021.ALIENS (C9UM....ump): Net inflow of $4,000, 24-hour change 13442.7%, currently priced at $0.0004.wBULL (gAhv....ump): Net inflow of $2,000, 24-hour change -30.5%, currently priced at $0.0002.Peigengoo (roqP....ump): Net inflow of $673, 24-hour change 54.4%, currently priced at $0.0001.DREAM (26Fr....ump): Net inflow of $661, 24-hour change -86.2%, currently priced at $0.0001.

According to the official website of the U.S. Securities and Exchange Commission (SEC), SEC Commissioner Hester M. Peirce delivered a speech at the "Regulating the PETshop Series" seminar at Georgetown University Law Center, calling for the inclusion of Privacy-Enhancing Technologies (PETs) in the financial regulatory framework.She criticized the current regulatory approach for being overly inclined towards government surveillance, arguing that technology should serve to protect personal privacy rather than expand the scope of surveillance, and pointed out that blockchain public wallet addresses can reduce the risk of personal information leakage for investors while meeting compliance requirements.Peirce also invited technology teams that can minimize personal information collection while meeting KYC and anti-money laundering regulatory requirements to actively collaborate with the SEC's Crypto Task Force.

According to Jinshi, the U.S. April PCE data will be released at 20:30 Beijing time tonight, and the market generally expects the year-on-year increase to rise to a three-year high. With the impact of energy prices not yet dissipated and inflation in the service sector remaining sticky, if the data confirms the acceleration of inflation, the Federal Reserve's return to a hawkish stance will gain strong support.