According to a recent forecast by the World Semiconductor Trade Statistics organization, driven by the AI boom, the global semiconductor market size is expected to exceed $1.5 trillion in 2026, setting a new all-time high. The semiconductor industry is accelerating its restructuring around AI demand. Data from industry research institutions shows that in the first quarter of this year, the DRAM market revenue reached $97 billion, a year-over-year increase of 260%, also a record high. Among them, Samsung Electronics held approximately 38% of the market share, ranking first, followed by SK Hynix and Micron Technology. Samsung Electronics has led the DRAM market for two consecutive quarters. In the AI accelerator and data center track, Nvidia dominates the training market with its GPUs. Broadcom and Marvell Technology hold leading positions in the ASIC custom inference chip sector. A report released by the World Semiconductor Trade Statistics organization earlier this month predicts that the global semiconductor market size this year will grow by nearly 90% compared to 2025, reaching $1.51 trillion (approximately RMB 10.2 trillion). By 2027, it is expected to grow further by 26.6%, with the market size reaching $1.914 trillion (approximately RMB 13 trillion).

Odaily reports that, according to Onchain Lens monitoring, BlackRock deposited 2,700 BTC, worth $161 million, and 41,996 ETH, worth $65.16 million, into Coinbase, and may continue to make further deposits.

Odaily reported that Strategy's STRC preferred stock is trading at approximately $73, about 27% below its $100 par value, as investors focus on two events related to June 30. STRC will go ex-dividend on June 30, with eligible holders receiving a dividend of $0.48 per share on July 15. The other event is a reset of the monthly dividend rate. With STRC's current effective yield near 15%, investors expect Strategy to raise the dividend rate from 11.50% to at least 12% or 12.50%. (CoinDesk)

Odaily Odaily Planet Daily reports that the "2026 Anti-Fraud Report" jointly released by Bitget and SlowMist shows that as digital finance continues to expand into stocks, tokenized assets, and AI tools, cross-asset trading is gradually becoming a significant trend for users participating in the market. The proportion of users with cross-asset allocation has increased from less than 1% in mid-2025 to over 10% in May 2026.

The report points out that fraud methods are evolving from single attacks to complex attack chains, integrating AI-generated content, deepfakes, voice cloning, and multi-channel social engineering tactics. Between July 2025 and June 2026, Bitget's security system intercepted over 150 million malicious requests, identified more than 13,000 high-risk malicious IPs, and assisted users in recovering approximately $32.3 million in funds related to security incidents and fraudulent activities.

Bitget CEO Gracy Chen stated that this year marks the third Anti-Fraud Month campaign. Bitget will continue to launch security education content, risk identification guides, and industry collaboration activities to help users enhance their ability to identify and protect against AI fraud, phishing attacks, and scams in multi-asset scenarios.

Odaily reported that on the 26th local time, Iranian Deputy Foreign Minister Gharibabadi stated on social media that making decisions with unclear arrangements, adopting parallel routes, or failing to consider Iran's position as a coastal state cannot guarantee safe navigation in the Strait of Hormuz. Any credible framework must be based on coordination with Iran and compliance with Article 5 of the Iran-US Memorandum of Understanding; otherwise, established parallel routes will be suspended.

Odaily: Barclays has raised its price target for Micron Technology (MU.O) from $1,175 to $2,000.

Odaily Planet Daily News According to on-chain analyst Yujian monitoring, F2Pool co-founder Wang Chun (@satofishi, 0xF42...b51) withdrew 9,937 ETH (worth $15.5 million) and 147.5 WBTC (worth $8.7 million) from Binance in the past 6 hours today, and subsequently deposited them into Spark. Since BTC fell below $60,000 and ETH fell below $1,700 at the beginning of this month, Wang Chun has successively purchased approximately 65,700 ETH, valued at $111 million, as well as 966 WBTC, valued at $60.29 million, at an average BTC price of about $62,400 and ETH price of about $1,660. Currently, all of his WBTC and about half of his ETH have been deposited into Spark, while the other half of ETH has been deposited into Ethereum staking.

Odaily reported that STRC hit a historical low of $73 in pre-market trading; SATA is quoted at $83.5, its lowest level since February. Strive continues to pay daily dividends amid this bear market.

Odaily Odaily announced that, according to official sources, BitMart has launched the "AI & Storage Stock Rally Season" campaign, running from June 26 to July 11, 2026, with total rewards of 150,000 USDT. The campaign covers popular themes such as AI concept stocks, Jensen Huang concept stocks, Elon Musk concept stocks, and Serenity holdings. During the event, users who complete their first 100 USDT TradFi trade will receive a 50 USDT contract bonus.

In addition to the first-trade reward, users who complete the specified daily trading volume tasks for the event trading pairs can participate in a daily 10,000 USDT prize pool. Different trading volumes correspond to different reward tiers, with a maximum daily reward of 50 USDT in contract trial funds. Users who successfully upgrade their VIP level during the campaign can also apply for a 30-day VIP4权益试用.

Odaily reported that according to Gate data, spot silver rose over 1.00% in a day, now at $58.42 per ounce.

According to Lookonchain monitoring, four Ethereum OG wallets received 37,602 ETH (worth $58.66 million, at an average price of around $830) 8 years ago. Their unrealized profit surpassed $150 million during the bull markets in 2021 and 2025, but they had not sold until now. After 8 years of dormancy, these wallets began selling today, offloading 33,623 ETH (worth $52.46 million, at an average price of around $1,560) in the past 4 hours. Their current profit stands at approximately $27.4 million.

Odaily reports that Bernstein has raised Qualcomm's target price from $140 to $235, maintaining a "market perform" rating.

Odaily Odaily News As geopolitical premiums fade, the international crude oil market continued its volatile downward trend on June 26. According to data from the Gate platform, WTI crude oil (CLUSDT) briefly fell below the $70 mark before rebounding slightly, now trading at $70.62 (+1.12%), with a 24-hour low of $69.06. Against the backdrop of market volatility, Coinglass data shows that the 24-hour trading volume of Gate CLUSDT contracts reached $5.52 million, with open interest of approximately $8.72 million, placing it in the top tier of the industry.

Gate has pioneered the commodities perpetual contract and CFD contract sector, covering major energy assets such as BZUSDT (Brent crude oil), CLUSDT (WTI crude oil), and NG (natural gas), supporting 7×24-hour trading and USDT settlement. Leveraging Gate's innovative unified account system, users can allocate diversified assets such as stocks, metals, forex, indices, and commodities without the need for cross-platform operations, helping users achieve more flexible and efficient one-stop global asset strategy allocation during volatile market conditions.

Odaily Odaily reports that Bitget PoolX is about to launch the Bluwhale AI (BLUAI) project. Users can lock ETH to share 14,000,000 BLUAI, with a personal lock-up limit of 1,500 ETH. The lock-up channel will be open from 18:00 on June 26 to 18:00 on July 7 (UTC+8).

In addition, users with positive net ETH deposits during the event period will receive a 5% ETH wealth management booster coupon after the event ends. First-time PoolX participants who meet the net deposit requirements will receive a 15% ETH booster coupon. The net deposit calculation period is from 17:00 on June 26 to 17:00 on July 6 (UTC+8). For more details, please refer to the official Bitget platform.

JAN3 CEO posted on X, stating that Strategy should immediately execute an OTC transaction with BSTR. BSTR could pay Strategy $1.5 billion, helping the latter increase its cash reserves to $2.9 billion. Meanwhile, BSTR could add 25,000 BTC to its existing holdings of 30,021 BTC, boosting its total holdings to 55,021 BTC and jumping to second place in the ranking of Bitcoin treasury companies.

Odaily note: BSTR, short for Bitcoin Standard Treasury Company, is a Bitcoin treasury company founded by renowned cryptographer and Blockstream co-founder Adam Back. The company is actively raising funds to continue accumulating BTC.

According to Onchain Lens monitoring, after a month of inactivity, a whale withdrew 1.6 million TRUMP, worth $2.7 million, from Binance. The whale currently holds 17 million TRUMP, worth $2.88 million.