24H热门币种与要闻｜美光财报大超预期；BTC夜间一度跌破6万美元（6月25日）
- 核心观点：市场整体承压，CEX热门币种普跌，但美光科技超预期财报及SK海力士巨额IPO凸显AI算力需求旺盛，成为市场结构性亮点；同时，特朗普家族加密企业因阿联酋投资面临审查，以太坊基金会持仓价值跌至近6年低点。
- 关键要素：
- CEX 24小时热门币种普遍下跌，BTC、ETH跌幅均超2.5%，仅NES、ID等少数代币逆势大涨逾17%，市场情绪偏弱。
- 美光科技2026财年Q3营收414.56亿美元，远超市场预期354.23亿美元，Q4展望也超预期，显示AI存储芯片需求持续火爆。
- SK海力士计划通过纳斯达克IPO融资约294亿美元，由美银、花旗等投行承销，旨在缩小与美光、三星的估值差距，凸显HBM制造商资本扩张加速。
- 特朗普家族加密企业WLFI因阿联酋5亿美元投资遭美参议员审查，涉及总统就职前交易及后续军售授权，引发政商利益冲突质疑。
- 以太坊基金会ETH持仓价值降至约2.09亿美元，创近6年新低，反映其在市场波动中持续减持或转移资产。
1. Popular CEX Tokens
CEX Top 10 by Trading Volume & 24-hour Change:
- BTC: - 2.87%
- ETH: - 2.75%
- SOL: - 2.63%
- XRP: - 3.11%
- ZEC: - 0.25%
- BNB: - 2.52%
- WLD: -3.67%
- DOGE: - 3.58%
- TRX: - 0.55%
- ADA: - 2.63%
24-Hour Gainers List (Data Source: OKX):
- NES: + 174.1%
- ID: + 17.43%
- AAVE: + 10.48%
- LIT: + 10.35%
- GRASS: + 9.38%
- CELO: + 8.89%
- SWFTC: + 7.62%
- JUP: + 6.59%
- MASK: +6.09%
- SRC: + 5.83%
24-Hour Crypto-Stock Gainers List (Data Source: msx.com):
- MUU: 30.56%
- KORU: 29.83%
- BNC: 18.06%
- SNXX: 17.25%
- WDCX: 16.41%
- DRAM: 15.79%
- MU: 15.42%
- COHX: 14.44%
- SOXL: 14.18%
- SEGG: 13.05%
2. Popular On-Chain Memes (Data Source: GMGN):
- MAME
Headlines
Micron Technology Q3 FY2026 Revenue $41.456B, Market Expectation $35.423B
Odaily News: Micron Technology (MU.O) reported Q3 FY2026 revenue of $41.456 billion, surpassing the market expectation of $35.423 billion, compared to $9.301 billion in the same period last year. (Jin Shi)
Micron Technology Q4 Revenue Outlook at $50B, Market Expectation $42.915B
Odaily News: Micron Technology (MU.O) forecasts Q4 revenue of $50 billion, exceeding the market expectation of $42.915 billion. The company expects adjusted gross margin for Q4 to be approximately 86%, compared to the previous forecast of 83.6%. (Jin Shi)
SK Hynix to Raise Over $29 Billion via Nasdaq Listing
Odaily News: SK Hynix plans to raise 45.45 trillion won (approximately $29.4 billion) by issuing depositary receipts on the Nasdaq exchange. The company stated in a Wednesday announcement that trading is expected to begin on July 10. The three major HBM manufacturers—Samsung Electronics, Micron Technology, and SK Hynix—are at a critical juncture in global AI buildout, with their products constituting a key bottleneck for data center expansion.
According to Counterpoint Research data, SK Hynix held a 57% global market share by revenue in Q4 2025. However, the company's valuation is relatively lower than Micron and Samsung Electronics. Strong demand for memory chips has driven these stocks' rapid rise, with SK Hynix's Korean shares surging over 300% this year. A US listing will allow the company to tap into a new investor base and potentially help narrow the valuation gap with its competitors. The offering is led by Bank of America, Citigroup, Goldman Sachs, and JPMorgan Chase.
STRC Drops Below $82, Hitting All-Time Low
Odaily News: On June 25, Strategy's preferred stock STRC fell below $82, currently trading at $81.83, marking an all-time low with a decline of 6.3%.
Industry News
Expectations Rise for TSMC Advanced Process Price Hike; TSM Rebounds from On-Chain Long Cost Average
Odaily News: According to Hyperinsight monitoring, TSMC is reportedly planning to raise advanced process foundry prices by 5% to 10% during its large-scale capacity expansion, while also disclosing the latest progress on AI chips. Susquehanna simultaneously raised its TSMC target price to $575 today, boosting TSM's stock price. On the Hyperliquid platform, TSM futures are currently trading at $446, up 1.2% in 12 hours.
Yesterday, TSM briefly fell back to the on-chain long average cost basis of around $437.5 before bottoming out and rebounding, with the price recovering above the cost line. Overall long positions have returned to a floating profit zone.
The largest on-chain TSM whale short holder holds a 3x leveraged short position in TSM, valued at approximately $1.13 million, with an average entry price of $414.28. The current mark price is about 7.7% above its cost basis, resulting in an unrealized loss of approximately $81,100 (-20%), with a liquidation price at $559.37. The total large on-chain bearish positions amount to approximately $3.28 million, while the opposing bullish positions total about $1.37 million.
Bank of America, Citigroup, Goldman Sachs, and JPMorgan to Act as Underwriters for SK Hynix IPO
Odaily News: According to documents filed by SK Hynix with the U.S. Securities and Exchange Commission, Bank of America, Citigroup, Goldman Sachs, and JPMorgan will serve as underwriters for its IPO.
Odaily News: ByteDance's AI assistant Doubao has officially launched its Professional Edition service. Based on the newly released Doubao 2.1 series model, the Professional Edition targets users in complex office and productivity scenarios, offering higher usage quotas and debuting an Agent-powered office task mode.
According to the introduction, with user authorization, the office task mode can directly operate the local computer and browser, assisting with documents, spreadsheets, data organization, and supporting cross-application automation like scheduled Weibo posting. This mode includes an integrated Office suite, enabling multi-round editing and collaboration on online documents, spreadsheets, and PPTs, and provides Skills packages for creative design, data visualization, and financial analysis, while also supporting custom skills.
Additionally, the Doubao Professional Edition supports scheduled tasks, automatically generating daily reports and summary information. In application development scenarios, it supports rapidly building online application systems with a backend database, with related database functions currently in grayscale testing.
In terms of pricing, the Professional Edition standard plan costs $68 for a continuous monthly subscription, accessing the Doubao 2.1 Pro model with over 5 times the quota for office tasks and expert models compared to the free version. The enhanced plan costs $200 for a continuous monthly subscription, offering 4 times the quota of the standard plan. The premium plan costs $500 for a continuous monthly subscription, providing 10 times the quota of the standard plan. Free users can still experience the office task mode powered by the Doubao 2.1 Turbo model.
At the same time, ByteDance is offering an exclusive discount for college students, allowing verified students to purchase the standard plan at a continuous monthly price of $38, and will provide an accessible discount plan for visually impaired users.
Strategy's Stock Price Drops Below $100 for First Time Since March 2024
Odaily News: According to MSX.COM data, Strategy's stock price has fallen below $100, the first time since March 2024.
Trump Family's Crypto Venture WLFI Faces US Senate Scrutiny Over $500M UAE Investment
Odaily News: Five Democratic senators urged the Republican committee chair on Tuesday to immediately hold a hearing to investigate the UAE's reported $500 million investment in the Trump family's crypto venture, World Liberty Financial.
It is reported that an aide to the Abu Dhabi royal family signed an agreement four days before Trump's inauguration last year to purchase a 49% stake in World Liberty Financial for $500 million. A prepayment of $218 million has been made to entities linked to Trump and his Middle East envoy Steve Witkoff's family. Senators confirmed the backer is UAE National Security Advisor Sheikh Tahnoon bin Zayed Al Nahyan.
Since Trump took office in January 2025, his administration has approved several deals benefiting the UAE, including a $1.4 billion weapons sale in May 2025 and authorization for the sale of over $1 billion worth of 35,000 advanced AI chips to UAE-based G42 in November. (financefeeds)
Odaily News: YZi Labs Management, the management entity of YZi Labs, announced it has reached an agreement with Nasdaq-listed CEA Industries (BNC) to promote further optimization around digital asset strategy and corporate management. It is reported that BNC and YZi Labs will jointly search for an independent director experienced in digital assets, capital markets, and listed company governance to further improve the board structure. Former CEO David Namdar will continue his current role during the transition. YZi Labs has agreed to terminate its previously initiated shareholder consent solicitation and withdraw related demands for books and records inspection and shareholder record date requests. This agreement signifies the end of potential governance differences between the two parties, shifting towards promoting the company's development through board restructuring and management optimization. (Globenewswire)
Project News
Ethereum Foundation's ETH Holdings Drop to Nearly 6-Year Low, Around $209 Million
Odaily News: The dollar value of the Ethereum Foundation's ETH holdings has fallen to its lowest level in nearly six years, currently holding approximately $209 million worth of ETH. Over the past two and a half weeks, the value of its ETH holdings touched a near 6-year low, the last time it was lower was in October 2020.
Kalshi Preparing for IPO, Expected to List After 2027
Odaily News: Kalshi CEO Tarek Mansour stated that the company is in the early stages of planning an IPO but explicitly ruled out a listing in 2026. Kalshi might list between late 2027 and 2028. Kalshi was valued at approximately $2 billion at the end of June 2025. After its Series F funding round in May this year, its valuation rose to around $22 billion. Mansour stated that as the business and financial scale grow, discussing a public listing is a necessary step.
Odaily News: Artemis data shows that Robinhood's proprietary prediction market platform, Rothera, now accounts for 15% of the total trading volume for World Cup-related event contracts, currently with a daily trading volume exceeding $134 million and over 2.4 million users. Its open interest has also surpassed that of Polymarket.
Salary $1M to $5M Annually: Pump.fun Development Company Hiring Chief Legal Officer
Odaily News: Pump founder Alon posted on X that Baton Corporation is hiring a Chief Legal Officer. Baton Corporation is the development company behind Pump.fun, aiming to build a global consumer brand and tokenize the most promising early-stage ideas globally.
As the company scales, it requires a legal team to match this goal, reducing key risks while achieving massive growth. This role will serve as the chief legal advisor, parallel to the General Counsel, overseeing regulatory affairs, product law, corporate governance, and cross-border compliance. The annual salary ranges from $1 million to $5 million.
Investment & Financing
Coinbase Ventures Remains Active During Bear Market, Maintaining 5-6 Deals Per Month Recently
Odaily News: Coinbase Ventures stated on social media that its investment activity has not slowed down due to market cycles.
Public data shows that Coinbase Ventures has invested in a total of 367 projects. From November 2025 to June 2026, its investment frequency has remained stable at roughly 5 to 6 transactions per month, continuing to deploy capital even in a bear market environment. Its investment pace has not slowed, maintaining approximately 5 to 6 deals per month.
Sports Prediction App Onyx Odds Raises $20M Funding, Led by Kraken Parent Payward
Odaily News: Sports prediction app Onyx Odds announced it has raised $20 million in funding, led by Kraken's parent company, Payward. The project's primary focus is sports event predictions and is expanding into other trading products.
Odaily News: Blockchain data infrastructure startup Cambrian has completed a $6 million seed funding round, co-led by Franklin Templeton and Polychain Capital, with participation from Flow Traders, Selini Capital, Paper Ventures, Nomad Capital, and others.
Odaily previously reported that Cambrian also received a $5.9 million pre-seed round led by a16z Crypto Startup Accelerator, bringing its total funding to $11.9 million.
On-Chain Yield Company Ground Raises $3.6M Pre-Seed Round, Led by Bain Capital Crypto and ParaFi
Odaily News: On-chain yield infrastructure startup Ground announced it has raised $3.6 million in pre-seed funding. The round was co-led by Bain Capital Crypto and ParaFi, with participation from Nascent, Robot Ventures, Chapter One, Consonant Ventures, and others.
Ground provides an API for fintech companies and asset managers, enabling them to integrate on-chain yield products within existing applications without building their own blockchain integration. Its target clients include fintech platforms, digital banks, wealth managers, exchanges, and asset management firms, used to build yield, savings, and investment products.
