Odaily Planet Daily News: Eric Balchunas, Senior ETF Analyst at Bloomberg, stated on platform X that the US ETF market is experiencing an unprecedented expansion. In June this year, 242 ETFs were launched, setting a new single-month issuance record, equivalent to approximately 11 new products per day. The number of new ETFs added in the first half of 2026 has reached 730. Based on the current pace, the total number of new launches for the full year could surpass 1,450, significantly breaking last year's record.

Eric Balchunas paid special attention to the aggressive expansion strategy of the emerging issuer Corgi. Data shows that Corgi launched over 100 ETFs in June, already ranking sixth among ETF issuers. If it maintains its current issuance pace (the company still has about 350 ETFs in the registration stage), Corgi could surpass BlackRock by the end of this year to become the issuer with the largest number of ETFs on the market.

Balchunas stated that BlackRock has taken over 20 years to build an ETF product line of such scale, whereas Corgi might achieve a similar scale in less than a year. However, an increase in quantity does not necessarily mean a corresponding increase in capital scale. Currently, some of Corgi's ETFs have attracted a certain amount of capital inflows, but most products are still in the market cultivation stage. The average asset size of its ETF portfolio is around $4 million, compared to the entire ETF industry average of about $3 billion, indicating that Corgi still faces significant challenges in attracting assets. Corgi's large-scale issuance strategy is "extremely bold," and its rapid expansion has undoubtedly become one of the most attention-grabbing phenomena in the current ETF market.

Odaily Planet Daily News ARK Invest released the "The Bitcoin Quarterly" Q2 2026 report, stating that Bitcoin fell approximately 14% in the second quarter, closing at around $58,544, and broke below three major technical moving averages. This technical pattern is typically associated with a bearish market environment in historical cycles. The report shows that despite price pressure, Bitcoin Long-term Holders continued to increase their holdings, with their positions rising to a new all-time high of approximately 14.85 million BTC, absorbing the coins released during the market correction.

ARK Invest stated that on-chain data is signaling seller exhaustion: the supply of BTC in a loss state exceeds the supply in profit, and the rate of losses once surpassed the rate of profits. Similar phenomena have historically tended to cluster near market cycle bottoms.

The report also pointed out that institutional demand in the Bitcoin market is facing pressure. Both corporate Bitcoin reserves (Treasury Company) and the ETF ecosystem showed signs of weakness:

STRC preferred stock price once fell to around $74.57, below its $100 par value;

U.S. spot Bitcoin ETFs experienced net outflows for 7 consecutive weeks, with a cumulative outflow of approximately 70,000 BTC.

ARK Invest believes that ETF outflows indicate that an important source of marginal buying demand for Bitcoin is weakening. However, the continuous accumulation by long-term holders suggests a redistribution of coins is underway within the market.

The firm stated that there is currently a clear divergence between BTC price performance and long-term holder behavior, and historical data shows that such divergences can often serve as important observation signals for market cycle turning points.

Theo Odaily, nhà phân tích Darkfost của CryptoQuant cho biết trên nền tảng X rằng các thợ đào Bitcoin hiện đang phải đối mặt với áp lực hoạt động nghiêm trọng, với các chỉ số sức khỏe tài chính của họ đã giảm xuống mức tương ứng với các giai đoạn áp lực cao trong lịch sử thị trường gấu. Phân tích tổng hợp từ nhiều khía cạnh dữ liệu như doanh thu phát hành thợ đào, thời gian khối, phí giao dịch và tổng doanh thu cho thấy tỷ lệ sức khỏe tài chính của thợ đào (trung bình 7 ngày) hiện đang dao động trong khoảng từ 10% đến 30%, phản ánh áp lực lợi nhuận rõ rệt đối với các công ty khai thác. Chỉ số này trước đây thường xuất hiện ở mức thấp tương tự gần đỉnh điểm của thị trường gấu. Các nhà phân tích cho rằng, trong bối cảnh phần thưởng khối giảm một nửa, độ khó khai thác tăng liên tục và doanh thu phí không đủ, một số công ty khai thác có thể đối mặt với áp lực dòng tiền lớn hơn.

Khi cạnh tranh thị trường ngày càng gay gắt, các thợ đào có chi phí cao có thể buộc phải đóng cửa thiết bị, bán dự trữ BTC hoặc tìm kiếm nguồn tài trợ. Những thay đổi trong hành vi của thợ đào cũng có thể trở thành một yếu tố quan trọng ảnh hưởng đến nguồn cung trên thị trường Bitcoin.

Odaily星球日报讯 】美股盘前，投资者需重点关注的市场财经要闻如下：

1、美三大股指期货集体下行。道琼斯指数期货跌 0.69%，标普 500 指数期货跌 0.93%，纳斯达克 100 指数期货跌 1.90%。

2、国际油价集体走高。WTI 原油期货价格涨 2.61%，报 80.323 美元/桶；布伦特原油期货价格涨 2.37%，报 86.230 美元/桶。

3、国际金银现货涨跌不一。现货黄金价格涨 0.15%，报 3982.24 美元/盎司；现货白银价格跌 0.38%，报 55.28 美元/盎司。

4、欧洲三大股指集体下行。英国富时 100 指数跌 0.02%，法国 CAC40 指数跌 0.78%，德国 DAX30 指数跌 0.51%。

5、SK 海力士盘前微涨 0.1%，此前一度跌 4%；闪迪下跌 2.3%，此前一度跌 7%；美光科技跌幅收窄至 2.9%。

6、美光科技宣布与高通、Harman、Astemo 及现代摩比斯等多家汽车产业链企业签署长期供应协议（LTA），为 AI 汽车提供存储芯片及存储解决方案。

7、SpaceX 因部分发动机未能启动，取消了星舰火箭的第 13 次试飞任务。马斯克称，下一次发射尝试有望在数日内进行。SpaceX 盘前跌超 4%。

8、微软正筹备一款 AI 漏洞检测工具 Project Perception，计划将于 7 月内发布。该工具将对标 Anthropic 旗下 Mythos 模型，并预计比 Mythos 更具成本效益。

9、Meta 拟聘请亚马逊顶尖云服务（AWS）高管，加速布局数据中心和云计算业务。

Theo dữ liệu từ Gate, giá vàng giao ngay đã giảm xuống dưới 3.970 USD/ounce, giảm 0,16% trong ngày.

Trước đó, Goldman Sachs cho biết, mặc dù chịu áp lực từ kỳ vọng thắt chặt của Fed, nhưng nhu cầu mua vào từ các ngân hàng trung ương được dự báo sẽ tạo ra sự hỗ trợ đáy cho vàng.

Odaily Planet Daily News Goldman Sachs stated that despite pressure from expectations of a more hawkish Fed, central bank purchases are expected to provide a floor for gold prices. Demand remains strong currently. According to the bank's estimates, central bank gold purchases in May totaled 81 metric tons, with a three-month average monthly purchase volume of 67 metric tons, significantly higher than the average of 17 metric tons before 2022. Goldman Sachs analysts said: "We believe that as central banks hedge geopolitical and financial risks through reserve diversification, the trend of central banks increasing their gold holdings will continue for many years." The bank predicts that the average monthly gold purchases for this year and next year will be 50 metric tons and 40 metric tons, respectively. (Jinshi)

Odaily星球日报讯 据 Arkham 监测， 一名投资者近期大额买入 Meme 币$JIMOTHY，引发市场关注，该地址在 JIMOTHY 代币市值约 405 万美元的时候投入 2.591 万美元，累计获得 631.5 万枚$IMOTHY 代币。目前，该钱包持有数量占总供应量约 0.6315%，已成为该代币第 36 大持有者。

数据显示，该投资者的建仓位置接近阶段高点，引发社区讨论。有市场参与者质疑其是否“买在了顶部”，也有人认为该行为可能代表对$JIMOTHY 后续走势的长期押注。

The ruling party of South Korea plans to push for the legislation of the "Digital Asset Basic Act" in September and restart the digital asset task force.

据Odaily星球日报报道，韩国共同民主党表示，将在8月完成党内领导层调整后，重启数字资产特别工作组，并计划于9月提出《数字资产基本法》法案，目标是在年内完成立法。共同民主党议员朴敏圭称，法案内容及提交时间将由国会、总统府及相关部门共同协调，最快有望于9月初启动讨论。除明确稳定币发行主体外，还需同步完善市场结构、安全及监管等配套制度，并建立符合韩国金融监管环境的本土化数字资产体系。

此外，共同民主党议员闵炳德建议将韩元稳定币打造为支持韩国文化、商业、旅游和制造业海外发展的支付与结算工具。(Etoday)

According to the latest poll released by CNBC, American pessimism about the economic outlook continues to intensify, with 61% of respondents expressing pessimism about the current economic situation and future trends, the highest level since December 2023, and only about a quarter of respondents holding an optimistic view. The survey shows that a majority of respondents attribute economic pressure to President Trump's economic policies. Regarding Trump's handling of economic issues, 60% of respondents expressed dissatisfaction, with only 38% approving—one of the lowest ratings for this indicator in his political career.

Micah Roberts, a partner at Public Opinion Strategies, stated that the overall mood among voters is currently depressed, with those expecting the situation to worsen in the future outnumbering those who believe it will improve by a margin of 41% to 29%. Market confidence is entering a trough phase before the midterm election cycle.

Meanwhile, the continuously rising cost of living is forcing American consumers to cut spending. The survey shows that 47% of respondents said they are reducing purchases of necessities such as food and medical care, an increase of 6 percentage points compared to April; about two-thirds of consumers are reducing non-essential spending like dining out.

Another study jointly conducted by Bain & Company and NielsenIQ shows that U.S. grocery purchases in June decreased by 1.8% year-over-year, a significant weakening compared to the 0.1% growth in the same period last year.

Kurt Grichel, head of Bain's U.S. retail business, said that a routine shopping trip costing about $300 in 2019 might now require $400. The "shock effect" of price increases is affecting more groups, including high-income consumers.

Analysis points out that factors such as high food prices, high fuel costs, and the Trump administration's cuts to some social welfare spending are collectively increasing consumer pressure. The survey shows that four out of five American consumers are trying to reduce spending, with over a quarter proactively cutting back on food consumption. Among them, over half choose to buy cheaper brands, and 49% reduce the quantity of items they purchase. (ibtimes)

Theo dự báo của Goldman Sachs, thị trường chứng khoán Mỹ sẽ bước vào một mùa báo cáo lợi nhuận mạnh mẽ nữa. Goldman Sachs dự đoán lợi nhuận quý II của các công ty trong chỉ số S&P 500 sẽ tăng vọt 22% so với cùng kỳ năm ngoái, trong đó các cổ phiếu liên quan đến cơ sở hạ tầng AI đóng góp gần 60% mức tăng trưởng, riêng Micron Technology và NVIDIA chiếm hơn 40% tổng mức tăng. Nếu kết quả này thành hiện thực, đây sẽ là quý thứ hai liên tiếp S&P 500 ghi nhận mức tăng trưởng lợi nhuận trên 20%. Báo cáo của Goldman Sachs nhấn mạnh, trọng tâm hiện tại của thị trường không phải là hiệu suất của bản thân các gã khổng lồ công nghệ, vì chi tiêu cho AI của các nhà cung cấp dịch vụ đám mây siêu quy mô đã rất rõ ràng, mà là liệu các doanh nghiệp rộng hơn trong chuỗi cung ứng có thể hiện thực hóa lợi nhuận nhờ nhu cầu AI hay không.

Odaily reports that the Rotterdam District Court in the Netherlands has declared the cryptocurrency trading platform Knaken Cryptohandel BV and its associated foundation bankrupt, following prosecutors' statements that approximately €7 million (around $8 million) in client assets on the platform cannot be recovered. The court ruled on Thursday that since Knaken has suspended its platform services and restricted user access to accounts, initiating bankruptcy proceedings will help facilitate an orderly liquidation of the company's assets. The court noted that the company's assets are currently insufficient to fully repay user funds, and users also lack sufficient information to assess their own legal rights.

The Dutch Public Prosecution Service filed the bankruptcy petition on June 30, having already initiated a criminal investigation into the missing funds. The Dutch Fiscal Information and Investigation Service (FIOD) also raided Knaken's offices in late June, seizing relevant equipment and assets.

Founded in 2017 and headquartered in Rotterdam, Knaken ceased operations in early June this year. According to Dutch media outlet NL Times, the company was not listed on the register of authorized crypto asset service providers held by the Netherlands Authority for the Financial Markets (AFM).

The AFM has previously stated that after the Netherlands ended the transitional period for the European Union's Markets in Crypto-Assets Regulation (MiCA) on June 30, 2025, it has begun taking supervisory and enforcement actions against unauthorized crypto asset service providers. (Cointelegraph)

Odaily reports that Piero Cipollone, a member of the Executive Board of the European Central Bank (ECB), stated that the widespread adoption of stablecoins could weaken commercial banks' retail deposit base and alter the competitive landscape of the traditional banking system.

Speaking on Friday at the Italian Banking Cooperative Association in Rome, Cipollone pointed out that digital payments are reshaping the banking industry while increasing Europe's reliance on non-European payment infrastructure. Banks are already facing declining payment fee income and loss of transaction data due to the rise of mobile payment service providers. As digital asset payment tools like stablecoins become more widespread, commercial banks may face additional pressure from deposit outflows.

Cipollone emphasized that a digital euro would help maintain the role of public money and ensure banks continue to participate in the payment ecosystem, while also meeting the evolving financial needs of customers.

"A digital euro can both preserve the function of public funds and ensure banks retain a significant role in the payment system," Cipollone said.

On Tuesday this week, the ECB selected 36 payment service providers to participate in a 12-month pilot project for the digital euro. Participants include banks, fintech companies, and payment firms. The pilot, scheduled to launch in the second half of 2027, aims to test the feasibility of operating a retail central bank digital currency (CBDC) in the euro area.

The ECB previously stated that if relevant legislation and testing proceed smoothly, the digital euro could be officially issued as early as 2029. (Cointelegraph)

Odaily tin tức: Cựu giám đốc mảng tiền mã hóa và AI của Nhà Trắng, David Sacks, đăng trên nền tảng X cho biết, mô hình AI Trung Quốc Kimi K3 lần đầu tiên đứng đầu bài kiểm tra mã nguồn front-end Frontier Code Arena, và đạt hoặc gần đạt trình độ dẫn đầu ngành trong nhiều bài đánh giá tiêu chuẩn khác. Xu hướng này đáng được quan tâm. Trong khi năng lực AI của Trung Quốc đang tăng nhanh, Mỹ lại đang rơi vào xung đột nội bộ vì tranh cãi về quy định. Ông chỉ trích một số chính trị gia và cơ quan quản lý Mỹ hạn chế xây dựng trung tâm dữ liệu mới, tăng yêu cầu quy định cấp tiểu bang, và thúc đẩy thành lập cơ quan liên bang mới để thẩm định trước các mô hình AI tiên tiến.

David Sacks cảnh báo rằng nếu Mỹ làm chậm tốc độ đổi mới vì quản lý quá mức, có thể mất đi lợi thế trong cuộc cạnh tranh AI toàn cầu. “Nước Mỹ đã giành chiến thắng trong kỷ nguyên Internet nhờ đổi mới không cần cấp phép (Permissionless Innovation), và cũng có thể giành chiến thắng trong kỷ nguyên AI theo cách tương tự; nếu không, chúng ta sẽ thấy vị thế dẫn đầu dần biến mất.” Phát triển AI vẫn cần giải quyết rủi ro bảo mật, nhưng quản lý nên áp dụng cách tiếp cận chính xác, thay vì cản trở đổi mới công nghệ. Phát ngôn của ông một lần nữa làm dấy lên cuộc thảo luận về quản lý AI, xây dựng cơ sở hạ tầng tính toán, và cục diện cạnh tranh AI giữa Mỹ và Trung Quốc.

Odaily星球日报讯 光模块企业中际旭创（Zhongji Innolight Co.）已获得中国证监会及香港交易所批准，计划赴港上市，有望成为近年来香港市场规模最大的 IPO 之一。

据悉，中际旭创于 7 月 17 日获得中国证券监管机构对港股上市计划的批准，此前已取得香港交易所上市许可。此次上市若顺利完成，公司募资规模预计最高可达 80 亿美元，将成为香港资本市场近年来最受关注的新股项目之一。

中际旭创主要从事高速光通信模块研发与制造，受益于全球 AI 数据中心建设浪潮，对 800G、1.6T 高速光模块需求快速增长。市场认为，此次赴港上市将进一步提升公司国际资本影响力，并为其扩大全球 AI 基础设施供应链布局提供资金支持。（Bloomberg）

According to Arkham monitoring, Abraxas Capital has withdrawn 12,477 ETH, worth $22.88 million, from CEX in the past 3 hours. In the past week, Abraxas Capital has withdrawn a total of 45,996 ETH, worth $84.39 million, from CEXs including Binance and Bybit.

Odaily News Senior trader and renowned chart analyst Peter Brandt has released his latest technical analysis. He pointed out that the daily chart of Nasdaq 100 Mini Futures is forming a diamond pattern, indicating a potential market top. Regarding Bitcoin, Brandt offered a forecast based on historical cycles: BTC may first rebound by $10,000 before retracing to the $40,000 range and forming the bottom of this cycle around early October 2026. As the current price oscillates near $60,000, he warns of the downside risk from false breakouts. On a long-term basis, he remains optimistic, suggesting that if Bitcoin follows its four-year halving cycle pattern, the price could reach between $300,000 and $500,000 by 2029.