24H tiền điện tử hot và tin tức hàng đầu｜Báo cáo tài chính của Micron vượt xa kỳ vọng; BTC ban đêm từng giảm xuống dưới 60.000 đô la (25/6)
- Quan điểm chính: Thị trường chịu áp lực chung, các đồng tiền hot trên CEX đều giảm, nhưng báo cáo tài chính vượt trội của Micron Technology và đợt IPO khổng lồ của SK Hynix cho thấy nhu cầu về sức mạnh tính toán AI rất mạnh mẽ, trở thành điểm sáng cơ cấu của thị trường; đồng thời, doanh nghiệp tiền điện tử của gia tộc Trump đang bị điều tra vì khoản đầu tư từ UAE, giá trị nắm giữ của Ethereum Foundation giảm xuống mức thấp nhất trong gần 6 năm.
- Các yếu tố chính:
- Các đồng tiền hot trên CEX trong 24 giờ qua hầu hết đều giảm, BTC và ETH đều giảm hơn 2,5%, chỉ có một số ít token như NES, ID tăng mạnh hơn 17%, tâm lý thị trường yếu.
- Doanh thu quý 3 năm tài chính 2026 của Micron Technology đạt 41,456 tỷ đô la, vượt xa kỳ vọng của thị trường là 35,423 tỷ đô la, triển vọng quý 4 cũng vượt kỳ vọng, cho thấy nhu cầu về chip nhớ AI tiếp tục bùng nổ.
- SK Hynix có kế hoạch huy động khoảng 29,4 tỷ đô la thông qua IPO trên Nasdaq, do các ngân hàng đầu tư như Bank of America, Citigroup làm bảo lãnh, nhằm thu hẹp khoảng cách định giá với Micron và Samsung, làm nổi bật sự tăng tốc mở rộng vốn của các nhà sản xuất HBM.
- Doanh nghiệp tiền điện tử WLFI của gia tộc Trump bị các thượng nghị sĩ Mỹ điều tra vì khoản đầu tư 500 triệu đô la từ UAE, liên quan đến các giao dịch trước khi nhậm chức tổng thống và ủy quyền bán vũ khí sau đó, gây ra nghi ngờ về xung đột lợi ích chính trị - kinh doanh.
- Giá trị nắm giữ ETH của Ethereum Foundation giảm xuống còn khoảng 209 triệu đô la, mức thấp nhất trong gần 6 năm, phản ánh việc họ liên tục giảm bớt hoặc chuyển nhượng tài sản trong bối cảnh thị trường biến động.
1. CEX Hot Tokens
CEX Top 10 by Trading Volume & 24h 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%
24h Gainers (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%
24h Crypto-Stock Gainers (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. Hot Memes On-Chain (Data source: GMGN):
- MAME
Headlines
Micron Technology Reports Q3 FY2026 Revenue of $41.456 Billion, Beating Estimates of $35.423 Billion
Odaily Planet Daily News: Micron Technology (MU.O) reported Q3 FY2026 revenue of $41.456 billion, surpassing the market estimate of $35.423 billion, and compared to $9.301 billion in the same period last year. (Jin Shi)
Micron Technology Forecasts Q4 Revenue of $50 Billion, Above $42.915 Billion Estimate
Odaily Planet Daily News: Micron Technology (MU.O) provided a Q4 revenue outlook of $50 billion, exceeding the market estimate of $42.915 billion. It also expects an adjusted gross margin of approximately 86% for the fourth quarter, up from a previous forecast of 83.6%. (Jin Shi)
SK Hynix Aims to Raise Over $29 Billion via Nasdaq Listing
Odaily Planet Daily News: SK Hynix plans to raise 45.45 trillion Korean 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 10th. Samsung Electronics, Micron Technology, and SK Hynix, the three major HBM manufacturers, are at a critical juncture in global AI construction, with their products forming 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, its valuation is relatively lower compared to Micron and Samsung Electronics. Robust demand for memory chips has driven these stocks to rise sharply, with SK Hynix's Korean stock surging over 300% this year. The US listing will allow the company to access a new investor base and may help narrow the valuation gap with its competitors. The offering is being led by Bank of America, Citigroup, Goldman Sachs, and JPMorgan Chase.
STRC Drops Below $82, Hits All-Time Low
Odaily Planet Daily News: On June 25th, Strategy's preferred stock STRC fell below $82, currently trading at $81.83, hitting an all-time low, a decline of 6.3%.
Industry News
Odaily Planet Daily News: According to monitoring by Hyperinsight, TSMC is reportedly planning to raise foundry prices for advanced processes by 5% to 10% during a period of massive capacity expansion and has disclosed the latest progress on AI chips. Susquehanna simultaneously raised its target price for TSMC to $575 today, boosting TSM's stock price. The Hyperliquid platform's TSM contract is currently at $446, up 1.2% in 12 hours.
Yesterday, TSM briefly fell back to near the on-chain average entry cost line for long positions, 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 whale holding a short position in TSM holds a 3x leveraged short 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 line, resulting in an unrealized loss of approximately $81,100 (-20%), with a liquidation price at $559.37. Other large on-chain short positions total about $3.28 million, with counterparty long positions at approximately $1.37 million.
Bank of America, Citi, Goldman Sachs, and JPMorgan to Act as Underwriters for SK Hynix's IPO
Odaily Planet Daily News: According to documents filed by SK Hynix with the U.S. Securities and Exchange Commission, Bank of America, Citigroup, Goldman Sachs, and JPMorgan Chase will serve as underwriters for its IPO.
Odaily Planet Daily News: ByteDance's AI assistant, Doubao, has officially launched its Professional Edition service. Based on the newly released Doubao 2.1 series models, the Professional Edition targets users in complex office and productivity scenarios, offering higher usage quotas and introducing for the first time an office task mode capable of executing Agent tasks.
According to the introduction, after user authorization, the office task mode can directly operate the local computer and browser, assisting with tasks such as document processing, spreadsheet management, and data organization. It also supports cross-application automation operations like scheduled posting on Weibo. This mode comes with an integrated Office suite, supporting multi-round editing and collaboration on online documents, spreadsheets, and presentations. It also provides Skill packs for creative design, data visualization, and financial analysis, while also supporting user-defined skills.
Additionally, the Doubao Professional Edition supports scheduled tasks, automatically generating daily reports and summary information. In application development scenarios, it also supports quickly building online application systems with backend databases, with related database functions currently in beta testing.
In terms of pricing, the standard plan for the Professional Edition costs 68 yuan for a monthly subscription, access to the Doubao 2.1 Pro model, with quotas for office tasks and expert mode over 5 times higher than the free version. The enhanced plan costs 200 yuan for a monthly subscription, offering 4 times the quota of the standard plan. The premium plan costs 500 yuan for a monthly subscription, offering 10 times the quota of the standard plan. Free users can still experience the office task mode connected to the Doubao 2.1 Turbo model.
Meanwhile, ByteDance is offering a special discount for university students, allowing verified students to purchase the standard plan for 38 yuan on a monthly subscription basis, and will also provide an accessibility discount plan for visually impaired users.
Strategy's Stock Price Drops Below $100 for the First Time Since March 2024
Odaily Planet Daily News: According to data from MSX.COM, Strategy's stock price fell below $100 for the first time since March 2024.
Trump Family Crypto Venture WLFI Faces US Senate Scrutiny Over $500 Million UAE Investment
Odaily Planet Daily News: Five Democratic senators urged Republican committee chairs on Tuesday to immediately hold hearings to investigate an event where the UAE reportedly invested $500 million 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, with an upfront payment of $218 million having been paid to entities related to Trump and his Middle East envoy, Steve Witkoff's family. Senators confirmed that 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 favoring the UAE, including a $1.4 billion weapons sale in May 2025 and authorization in November for a sale of over $1 billion worth of 35,000 advanced AI chips to the UAE's G42 company. (financefeeds)
Odaily Planet Daily News: YZi Labs Management, the management entity of YZi Labs, announced it has reached an agreement with Nasdaq-listed company CEA Industries (BNC) to promote further optimization related to digital asset strategy and corporate management. It is reported that BNC and YZi Labs will jointly seek an independent director with experience in digital assets, capital markets, and listed company governance to further improve the board structure. The former CEO, David Namdar, will continue to perform his existing duties during the transition period. YZi Labs has agreed to terminate the previously initiated shareholder consent solicitation and withdraw related requests for inspection of books and records and the shareholder list date request. This agreement signifies that the two parties have ended their previous potential governance differences, shifting towards jointly 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, Worth About $209 Million
Odaily Planet Daily News: The USD value of the Ethereum Foundation's ETH holdings has fallen to its lowest level in nearly 6 years, currently holding approximately $209 million worth of ETH. Over the past two and a half weeks, the value of its ETH holdings has hit a nearly 6-year low, the last time it was below current levels was in October 2020.
Kalshi is Preparing for an IPO, Expected to List After 2027
Odaily Planet Daily News: Tarek Mansour, CEO of the prediction market platform Kalshi, stated that the company is in the early stages of planning an IPO but clarified that it will not go public in 2026. Kalshi's earliest possible listing is between the end of 2027 and 2028. Kalshi was valued at approximately $2 billion at the end of June 2025, and its valuation rose to about $22 billion after completing its Series F funding round in May of this year. Mansour stated that as the scale of its business and finances grows, discussing an IPO is a necessary course of action.
Odaily Planet Daily News: According to Artemis data, the World Cup-related event contracts on Robinhood's self-built prediction market platform, Rothera, now account for 15% of the total trading volume for World Cup events. It currently processes over $134 million in daily trading volume with over 2.4 million users, and its open interest has also exceeded that of Polymarket.
Odaily Planet Daily News: pump founder alon posted on X platform, stating 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 that tokenizes the world's most promising early-stage ideas.
As the scale expands, a legal team matching this goal is needed to reduce key risks while achieving massive growth. This position will serve as the chief legal advisor alongside the General Counsel, responsible for regulatory affairs, product legal matters, corporate governance, cross-border compliance, etc. The annual salary ranges from $1 million to $5 million.
Funding & Investment
Coinbase Ventures Remains Actively Investing During Bear Market, Maintaining 5 to 6 Deals Per Month
Odaily Planet Daily News: Coinbase Ventures stated on social media that its investment activity has not slowed down due to the market cycle.
Public data shows that Coinbase Ventures has invested in a total of 367 projects. From November 2025 to June 2026, its investment frequency remained relatively stable at around 5 to 6 deals per month, continuing to deploy capital in projects even in a bear market environment. Its investment pace has not slowed down, continuing to maintain about 5 to 6 investment deals per month.
Sports Prediction App Onyx Odds Raises $20 Million, Led by Kraken Parent Company Payward
Odaily Planet Daily News: The sports prediction app Onyx Odds announced the completion of a $20 million funding round, led by Payward, the parent company of Kraken. The project's main business is sports event prediction and is expanding into other trading products.
Odaily Planet Daily News: Cambrian, a blockchain data infrastructure startup, has raised $6 million in a seed round co-led by Franklin Templeton and Polychain Capital, with participation from Flow Traders, Selini Capital, Paper Ventures, Nomad Capital, and others.
Odaily Planet Daily News previously reported that Cambrian also secured a $5.9 million pre-seed round led by a16z Crypto Startup Accelerator, bringing its total funding to $11.9 million.
Odaily Planet Daily News: Ground, an on-chain yield infrastructure startup, announced the
