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According to official social media news, Huobi HTX will hold a themed live broadcast today at 20:00 titled "FOMC Tonight Determines the Future------ The 20% Interest Rate Hike Probability: Can BTC's $70 Options Bet Still Pay Off?" At that time, crypto KOLs such as Sister Maomao, Genuine Little Taoist, 0xJoker, and Mr. Mis will be invited to attend, focusing on the core variables that the market is concerned about on the eve of the FOMC meeting, analyzing the macro signals behind the 20% interest rate hike probability, discussing the impact of changes in US dollar liquidity on the crypto market, and combining BTC's key options positions to find short-term market breakthroughs and risk turning points.

According to Jinshi reports, DHF Capital S.A. economist Bas Kooijman stated in a report that the trend of oil prices has become a key driving factor for U.S. Treasury yields and market expectations for the Federal Reserve's interest rate path. The outlook may change with the evolution of the situation in the Middle East and oil prices.A further sustained decline in oil prices may intensify the pressure of slowing inflation and suppress expectations for monetary policy tightening, while a renewed escalation of the situation may reignite inflation concerns and push up U.S. Treasury yields.

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 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 Jinshi, Lloyd Chan, a senior foreign exchange analyst at Mitsubishi UFJ Bank, pointed out in a research report that the US dollar may gain support in the short term due to high US Treasury yields and the ongoing tense situation in the Middle East. He stated that this week's Federal Reserve decision is likely to become a key catalyst for the market. Although no policy changes are expected, the market's focus will be on the guidance from the Federal Reserve.In addition, Chan also mentioned that the issue of US tariffs is becoming a focus of market attention again.

According to TickerTrends tracking data, as of July, Anthropic's Annual Recurring Revenue (ARR) is approximately 74.1 billion dollars, while OpenAI is about 41.3 billion dollars, with a gap of approximately 32.8 billion dollars. Since the last reporting period, Anthropic has grown by 57.7%, and OpenAI has grown by 65.2%, with the latter's growth rate slightly faster.From the timeline perspective, Anthropic's tracked ARR rose from 10.2 billion dollars in January to 35.6 billion dollars in April, 69.6 billion dollars in June, and 74.1 billion dollars in July; OpenAI increased from 21.4 billion dollars in January to 33.0 billion dollars in May and 41.3 billion dollars in July. Anthropic still significantly leads in absolute revenue scale, but OpenAI's recent growth momentum is stronger.

Recently, market risk appetite has cooled, and high-valuation technology chip sectors are under significant pressure; in contrast, supported by expectations in infrastructure, manufacturing, and cyclical demand, industrial machinery-related assets have shown relative resilience. According to Gate platform data, ARM/USDT (Arm) is currently priced at $284.29, down 1.13% in the last 24 hours; CATG/USDT (Caterpillar) is currently priced at $892.11, up 0.16% in the last 24 hours; GEG/USDT (General Electric) is currently priced at $341.55, down 0.61% in the last 24 hours. In terms of performance, Caterpillar-related trading pairs have slightly strengthened, while Arm and General Electric-related trading pairs have fluctuated downwards, overall still showing a divergent pattern.

ARK Invest's funds collectively purchased 121,400 shares of SpaceX stock, valued at approximately $14.996 million; at the same time, they sold 97,300 shares of Robinhood stock, valued at approximately $10.351 million, continuing the recent trend of reduction.On the same day, ARK also purchased about $4.965 million worth of shares in electric aircraft company Archer Aviation. According to previous reports, SpaceX closed down over 6% yesterday, hitting a new low since its listing.

According to Blockworks Research data, on-chain consumption of tokenized collectible card games reached a historic high of $324 million in June 2026, an increase of over five times compared to approximately $50 million in the same period last year, while Bitcoin fell over 20% to a 21-month low, with spot ETFs recording a record outflow of $4.5 billion.Platforms like Collector Crypt and Courtyard store professionally rated physical Pokémon cards in vaults and issue corresponding NFTs. Users receive tokens backed 1:1 by real cards after purchasing random card packs, which can be traded, held, or redeemed for physical cards. According to Global Market Insights data, the global collectible card market size reached $9.2 billion.Pokémon became the best-selling toy brand in the United States in 2025, with sales reaching $2.5 billion, an 87% year-on-year increase. Collector Crypt has tokenized approximately $40 million worth of cards, purchasing about $2 million weekly, with around 30% of users ultimately redeeming for physical cards. According to Dune data, 5% to 8% of NFTs on Courtyard are destroyed weekly to redeem for physical cards.

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.

The global stablecoin payment infrastructure platform WasabiCard, in collaboration with WIDTH, held the CCO Leadership Edition compliance high-end exchange event in Hong Kong. WasabiCard CMO Jack Derong gathered with executives and experts from the fields of digital assets, payments, fintech, and regulatory compliance in Hong Kong to engage in in-depth discussions on topics such as the evolution of global regulations, the development of stablecoin payments, and corporate compliance practices.As Hong Kong's Web3 ecosystem continues to develop and the digital asset regulatory framework becomes increasingly refined, stablecoin payments are ushering in new development opportunities. With the continuous improvement of compliance requirements surrounding the HKMA stablecoin licensing system, Travel Rule, AML, KYT, and others, companies are increasingly focused on how to build payment infrastructure that combines global payment capabilities, risk management capabilities, and compliance capabilities to achieve the scalable implementation of stablecoin payments.WasabiCard believes that the future competition in stablecoin payments will hinge on whether companies possess the infrastructure capabilities to cover global compliance, risk management, and cross-border payment networks, rather than just payment efficiency.In the future, WasabiCard will continue to enhance global payment infrastructure based on the highest standards of compliance systems and risk management capabilities, helping clients confidently respond to the evolving global regulatory requirements and expand their international business more securely.

According to the official announcement, Huobi HTX will hold a themed live broadcast today at 20:00 titled "Ceasefire Ended, Oil Prices Soaring Above 75, STRATEGY's First Loss in Selling Coins: Can BTC's Macroeconomic Narrative Hold Up?" At that time, crypto KOLs such as Huabai Blockchain, Honest Little Taoist, Crypto.0824, and OxPink will gather in the live broadcast room to engage in in-depth discussions on recent market hotspots such as the repeated situation in the Middle East and the strong upward trend of international oil prices. They will also analyze BTC's future trends and opportunities and risk management strategies for crypto asset allocation in conjunction with expectations of Federal Reserve policies, providing investors with multi-dimensional market observations and trading ideas.

Token Terminal data shows that despite a cumulative decline of about 42% in the overall total locked value (TVL) of DeFi over the past 365 days, the USDC deposit scale on the lending protocol Morpho has grown by about 86%, reaching approximately $2.8 billion.The data indicates that amidst the overall slowdown in DeFi growth, funds continue to flow into on-chain lending protocols represented by Morpho, reflecting that the market demand for USDC yield-bearing lending products remains strong.

CryptoQuant analyst Axel Adler stated that the recently launched "Bitcoin Short-Term Holder Realized Pressure Model" shows that the buying and selling pressure from short-term holders is slightly cooling down, but buying power remains dominant. This model measures the changes in market bullish and bearish forces by comparing the realized buying pressure and selling pressure of short-term holders. During a bear market phase, this indicator can serve as a contrarian signal: when prices approach local lows, buyers are usually more active; when approaching local highs, selling pressure tends to increase. In the past 24 hours, the model has not shown any trend reversal signals. The latest hourly data shows that the buying pressure score is 28.57, slightly down from the previous day's 28.98; the selling pressure score is 22.62, a slight decrease from the previous 22.68. Currently, buyers are still leading sellers by about 5.94 percentage points.Overall, market buying pressure has cooled down, but short-term holders still maintain a buying advantage. Meanwhile, the funding situation in the Bitcoin ETF market has slightly improved. Following eight consecutive weeks of outflows, the ETF market recently recorded a net inflow of approximately $197.4 million. However, Adler pointed out that this scale is insufficient to confirm a reversal in institutional demand trends. Currently, the 30-day fund flow momentum for ETFs remains deeply negative, at about -$4.73 billion, and the cumulative fund size has fallen from a peak of about $62 billion to around $51 billion, indicating some improvement in short-term funds, but institutional buying demand has not fully recovered. Axel Adler expects that next week the market will face several important data and events, including further developments in the Middle East situation, the impact of the US-Iran conflict on energy supply, as well as earnings reports from major US banks, speeches from Federal Reserve Chairman Warsh, the June Consumer Price Index (CPI), the University of Michigan Consumer Sentiment Index, retail sales, and real estate market data.

Bitwise released the Q3 2026 cryptocurrency market review, stating that in the second quarter, the Bitwise 10 Large Cap Crypto Index fell by 15.4%, with 8 out of 10 constituent assets declining. The spot Bitcoin ETF recorded the worst quarterly outflow on record, while on-chain activity, trading volume, and DeFi assets all decreased, and the correlation between the cryptocurrency market and stocks increased.During the same period, the prediction market trading volume reached a new high of $43.2 billion, nearly 18 times year-on-year; the tokenized real-world assets grew by 50.3% this year to $32.89 billion; the Bitwise Crypto Innovators 30 Index rose by 30.6%; the settlement scale of stablecoins was 2.3 times that of Visa, holding more U.S. Treasury bonds than most countries; Hyperliquid, PancakeSwap, and Aave each generated approximately $900 million in revenue over the past year.Bitwise noted that it has recorded negative returns for three consecutive quarters, the longest since 2022, but compared to the bottom of the 2022 bear market, Ethereum trading activity has increased by about 13 times, the value locked in DeFi has grown by over 60%, and the assets under management in stablecoins have roughly doubled.

According to Decrypt, market maker Wintermute stated that Bitcoin's recent nearly 10% rebound is a "textbook rebound," rather than a structural change in the market, and the company remains cautious.Wintermute pointed out that the three driving factors behind the rebound are the easing macro environment, the Federal Reserve's dovish tone, and positive news regarding Ethereum and institutional adoption, which are sufficient to explain the current market without seeking a larger narrative. The company believes the market may continue to "rise slightly." However, Wintermute stated that a single data point does not constitute a trend, and more sustained inflows are needed to confirm a structural change; until broader capital flows genuinely shift, the current situation is merely a corrective rally.

Today, Bitget CFD Chief Analyst Lewis Huang pointed out in an online live broadcast themed "Cooling Interest Rate Hike Expectations: Technical Analysis Takes Over Trends" that the current global financial market is at a critical juncture of alternating macro narratives and market trends. He emphasized that with the recent overall economic data being released, market concerns about the Federal Reserve maintaining an aggressive interest rate hike path have significantly cooled. Against the backdrop of weakening macro fundamental pressures, capital is seeking new directions, and market logic will gradually shift from "news-driven" to "technical-driven."Regarding the current market landscape, Lewis Huang stated that when macro expectations become consistent or stable, "technical analysis will reflect all market information." In the practical analysis segment of the live broadcast, he deeply dissected the latest chart structures of gold, U.S. stocks, and popular stock indices. He pointed out that due to the retreat of interest rate hike risks, non-yielding assets (such as gold) and risk assets (such as stock indices) are showing clearer technical boundaries. He suggested that CFD traders should temporarily reduce their reliance on macro data speculation at this stage and shift their trading focus to price action itself, leveraging key support and resistance levels and trend indicators to flexibly capture trading opportunities in swings and trends under changing market sentiments.

Jack Yi stated that the weekly level of Bitcoin is still in a downtrend, and in the short term, attention should be paid to whether it can effectively break through 68,000 USD.He believes that only by strongly standing above 68,000 USD can a more significant reversal in the market occur; if the breakout fails, the price may once again test the bottom, and there is a risk of falling below 47,000 USD that needs to be monitored.

On June 25, WEEX announced that it has officially launched the "Stock-Coin Ecological Trading Zone" themed event. Users who trade any specified stock-coin (DELLON, NOKON, GLWON, LITEON, CBRSON, UMCON, AMKRON, AAOION) can participate in sharing a generous prize pool of 100,000 USDT. This event aims to assist users in strategically positioning themselves in the popular trends of the US stock market and seizing the AI ecological dividends. The specified stock-coins cover popular concept sectors such as globally renowned semiconductor foundries, AI chip packaging, and optical communication services. Event duration: 6/23 21:30 - 7/3 21:30 UTC+8.