SPCX will be added to the Nasdaq 100 Index at the US stock market open on July 7th, drawing market attention and potential passive fund inflows. However, its short-term price has weakened, and traders need to closely observe volume, price performance, and whether momentum can confirm sustained demand.

Nomura Bets on AI Server Demand Feeding into Niche Japanese Material Sector

Rallies driven by capital inflows are typically more sustained and healthier; those fueled by sentiment and presidential statements often come and go quickly. The current situation seems closer to the latter.

The yen is approaching 162 against the dollar, with leveraged fund net short positions hitting their highest since 2007. The market believes intervention can only amplify short-term volatility without reversing the weak direction; the subsequent trend still depends on the rate paths of the BOJ and the Fed, as well as changes in short positioning.

The EF layoffs, the establishment of Ethlabs/EI, and Ethereum's ongoing shift to distribute protocol development, R&D translation, and institutional adoption across different organizations.

Previously, Strategy peaked around its inclusion date.

The YGG team does not foresee a short-term recovery in the crypto consumer market or the Web3 gaming market.

Under high valuations, minor revenue shortfalls, concerns over foundry losses, and worries about peak AI capital expenditure are amplified. Market logic has shifted from focusing on profit growth to emphasizing cash flow and shareholder returns, ultimately triggering profit-taking by investors.

The AI narrative is not over, but capital is shifting from broad CapEx themes to verifiable areas such as storage, optical interconnects, power, and data center infrastructure.

Just yesterday, news broke about the delay of Nvidia's "Kyber rack" project, and today SemiAnalysis has dropped a blockbuster forecast: AI debt will surpass $7 trillion by 2029. Nvidia is underwriting this massive financing with its own 'AA-rated' credit, transforming into an 'AI Central Bank'.

The two main pathways are: directly entering jurisdictions with mature regulatory frameworks, and adopting the technical pathway of on-chain native platforms.

Samsung and SK Hynix still supported by AI, testing short-term rally sustainability

Options data is now more critical.

How exactly is MiCA’s CASP authorization categorized, and what are the differences in regulatory requirements faced by various platforms?

South Korean BTC Treasury Listed Company K Wave Media Liquidates Position, Exits the Bitcoin Treasury Company Ranks.

Whoever gives the president face first will get a good deal from the president first.