Odaily reported that Sean Callow, senior foreign exchange analyst at InTouch Capital Markets, said the most striking aspect of the yen's depreciation over the past few weeks is that the exchange rate movement has been fairly orderly and steady. He added that the USD/JPY pair is showing a modest upward trend, without the sharp volatility that Japanese authorities typically cite to justify intervention in the forex market. Callow noted that falling oil prices should have provided some support for the yen, but interest rate factors remain the dominant force in the market. Strong U.S. economic data has reinforced market expectations for the Federal Reserve to raise interest rates this year; despite the Bank of Japan's action in June, 1% is not an attractive yield for a currency trading near 40-year lows against the dollar. (Jin Shi)

Odaily reported that according to an official announcement from Binance, the Binance Futures platform will list BTCU and ETHU perpetual contracts at 17:00 and 18:00 (UTC+8) on July 1, 2026, supporting up to 100x leverage.

Odaily reports that data shows XRP open interest has fallen from approximately $1.3 billion to below $150 million. Network and institutional-related indicators are improving, with daily active addresses rising about 72% from mid-June. On June 29, the XRP spot ETF recorded $15.34 million in inflows. (CoinDesk)

1. CRCL has been removed from multiple Russell growth indices, including the Russell 1000 and Russell 3000;

2. dYdX may release a new product, with its token briefly rising over 35%;

3. Samsung Electronics unveils 2nm process and AI semiconductor ecosystem collaboration plans;

4. "White-Haired Stock Guru" Serenity: Semiconductor supply chain bottlenecks intensify, packaging and testing manufacturers are raising prices;

5. SIVE completes a new financing round of 700 million Swedish kronor; Serenity says it may be entering an inflection point for scaled growth;

6. Polymarket probability of "Claude Fable 5 will restore service for US customers before July 1" rises to 97%, up 71% in 24 hours;

7. A whale, previously profitable by over $7.7 million, opens a 1x leveraged long position on 16,704 ZEC;

8. A whale sells 2,468 ETH, incurring a loss of $4.33 million after holding for over 5 months.

Odaily Planet Daily News: According to official sources, Gate Contracts Stock Zone will launch perpetual contract trading (USDT settlement) for PDD (Pinduoduo), STRC (Strategy A Series Perpetual Preferred Stock), TSEM (Tower Semiconductor), AAL (American Airlines), AMKR (Amkor Technology), ASX (ASE Technology Holding), MVLL (2x Long Marvell Daily ETF), FLEX (Flex Ltd.), and APD (Air Products & Chemicals) at 14:00 (UTC+8) on July 1, supporting leverage of 1-20x.

Odaily reports that according to monitoring by Onchain Lens, a whale deposited $10.12 million USDC into HyperLiquid and opened a long position on 16,704 ZEC with 1x leverage, possibly to increase their position. Previously, this whale had made over $7.7 million in profit.

Odaily reports that according to SoSoValue data, yesterday (Eastern Time June 30) Ethereum spot ETFs recorded a total net outflow of $27.5996 million.

The Ethereum spot ETF with the largest single-day net outflow yesterday was Blackrock's ETF ETHA, with a net outflow of $27.5996 million. Currently, ETHA's historical total net inflow stands at $11.058 billion.

As of press time, the total net asset value of Ethereum spot ETFs is $8.332 billion, with an ETF net asset ratio (market cap as a percentage of Ethereum's total market cap) of 4.38%. The historical cumulative net inflow has reached $10.845 billion.

According to SoSoValue data, as of yesterday (June 30, Eastern Time), Bitcoin spot ETFs recorded a total net outflow of $223 million.

The Bitcoin spot ETF with the largest single-day net outflow yesterday was BlackRock's ETF IBIT, which saw a net outflow of $212 million. The historical cumulative net inflow of IBIT currently stands at $60.254 billion.

The next was Fidelity's ETF FBTC, with a single-day net outflow of $10.1963 million. The historical cumulative net inflow of FBTC currently stands at $10.129 billion.

As of press time, the total net asset value of Bitcoin spot ETFs is $70.950 billion, with the ETF net asset ratio (market capitalization relative to total Bitcoin market capitalization) at 6.02%. The historical cumulative net inflow has reached $51.152 billion.

Odaily Odaily News “White-Hair Stock God” Serenity summarized recent dynamics in the semiconductor industry on X platform, indicating multiple signs show the semiconductor supply chain is tightening. Citing institutional and industry sources, Serenity noted that Morgan Stanley has raised its 2026 forecast for humanoid robot shipments in China from 14,000 and 28,000 units at the beginning of the year to 50,000 units. Probe cards and test sockets are expected to see price increases due to precious metal price hikes and shortages of test pin capacity. Yageo has raised prices on products such as MLCCs, aluminum electrolytic capacitors, tantalum capacitors, polymer aluminum capacitors, film capacitors, and supercapacitors.

Additionally, Serenity stated that Meta’s next-generation Vistara architecture will adopt DDR4 memory combined with a CXL expansion solution. OpenAI is reported to have made a breakthrough in inference optimization, halving inference costs and reducing GPU demand. After Samsung signed a long-term supply agreement (LTA) with a major US tech customer, it has also begun adopting long-term agreement supply models for MLCCs.

Serenity also cited a Digitimes report that OSAT (Outsourced Semiconductor Assembly and Test) packaging and testing providers have begun to raise prices. Currently, memory and IC packaging and testing capacity have both become significant bottlenecks in the semiconductor supply chain.

Odaily reported that the dYdX official X account has been posting countdown teasers, and it has now entered the final day. Since June 25, dYdX has been releasing a series of countdown posts for "5 days," "4 days," "3 days," "2 days," and "1 day." Previously, dYdX stated, "Permissionless access to the world's most powerful markets" and announced the official start of the countdown, with related news expected to be revealed tomorrow.

According to OKX market data, DYDX briefly broke through $0.215 and is now trading at $0.2125, with a daily increase of over 35%.

PPP Prediction Market Tool monitoring shows that the probability of "Claude Fable 5 being restored for US customers before July 1" on Polymarket has risen to 97%, up 71% in 24 hours.

Due to export controls imposed by the US government on national security grounds, Anthropic urgently suspended global access to Claude Fable 5 just days after its release on June 9.

The latest update indicates that Anthropic has received notification that the US Department of Commerce has lifted export controls on Claude Fable 5 and Mythos 5. Access rights will begin to be restored.

Odaily Seer Channel continues to focus on prediction markets, seeing changes before pricing.

Odaily reported that the Shanghai Jing'an District People's Procuratorate filed a public prosecution in a cross-border virtual currency illegal exchange case involving an amount exceeding 200 million yuan. The principal offender, Li, along with four others, were sentenced.

The court sentenced the relevant individuals to fixed-term imprisonment ranging from six years to two years and six months, and imposed fines ranging from 1.5 million yuan to 300,000 yuan. Four other individuals were granted a relative non-prosecution.

It is reported that the involved company, Z, packaged itself by developing a virtual banking app. Without obtaining a license for foreign exchange business, it used virtual currencies to facilitate cross-border asset transfers for domestic clients, charging a 3% exchange service fee.

Odaily reports that "The White-Haired Stock Guru" Serenity posted on X platform, stating that Sivers Semiconductors (SIVE) has completed a new round of capital increase financing worth 700 million Swedish kronor. The round was "multiple times oversubscribed" and was slightly upsized from the original target. Funds from this round will primarily be used to expand production capacity for InP (Indium Phosphide) lasers and optical amplifiers, driving the company's capacity ramp-up under a fab-light model.

Serenity's analysis indicates that this financing suggests SIVE may have reached a critical inflection point for scaled development. The issue price was 57 SEK per share, while the current stock price is approximately 63 SEK, close to the market price, which could help form price support. With the entry of institutional funds, this not only reduces SIVE's balance sheet risk but also provides financial support for its transition to the High-Volume Manufacturing (HVM) stage.

Odaily Planet Daily News: According to official announcements, Bitget has completed the dividend distribution for 20 US stocks and ETFs, including rNVDA (NVIDIA), rGOOGL (Google), and rMETA (Meta). Bitget has automatically settled the USDT dividend payments proportionally to users holding the relevant stocks during the snapshot period. The entire process is automated, requiring no action from users. This dividend distribution covers multiple asset categories, including technology, healthcare, communications, and index ETFs.

Users can view the specific details by going to the APP under "Assets" - "Financial Records" - "Spot" - "Other" - "Dividends" or on the Web under "Asset Overview" - "Spot Orders" - "Fund Flow" - "Other" - "Dividends". The final credited amount and time are subject to the actual platform credit and page display.