24H热门币种与要闻｜BTC一度跌破59000 USDT；STRC脱锚持续加剧（6月26日）

1. Popular CEX Tokens

CEX Top 10 by Trading Volume & 24h Change:

• BTC: - 1.89%
• ETH: - 3.16%
• XPL: +9.74%
• SOL: + 0.18%
• XRP: - 3.56%
• ZEC: + 0.69%
• BNB: - 0.73%
• SYN: +8.39%
• TRX: - 0.98%
• DOGE: - 2.4%

24h Gainers List (Data Source: OKX):

• G: + 38.43%
• IP: + 26.97%
• HUMA: + 18.12%
• APE: + 15.99%
• ETHFI: + 12.5%
• RESOLV: + 11.28%
• RPL: + 10.59%
• PARTI: + 10.51%
• XPL: +10.22%
• TNSR: + 9.76%

24h Crypto-Equity Gainers List (Data Source: msx.com):

• SNXX: 40.16%
• MUU: 25.07%
• SNDK: 21.09%
• BB: 20.19%
• MSTZ: 18.24%
• RAM: 17.7%
• AMAT: 13.35%
• MU: 13.32%
• BNC: 13.01%
• GLW: 11.35%

2. Hot On-chain Memes (Data Source: GMGN):

• Solana: KOG, AIAIAI
• BSC: PVE

Headlines

BTC Briefly Dipped Below 59,000 USDT Last Night

According to OKX market data, BTC briefly dipped below 59,000 USDT last night.

Strategy Preferred Stock STRC Hits All-Time Low, MSTR Falls Below $90

According to MSX.COM data, MicroStrategy's preferred stock $STRC fell to an all-time low of $75, while its common stock $MSTR also broke below the $90 mark. This dual decline has further heightened market concerns over its asset-liability structure and Bitcoin-related exposure risks, with investor sentiment remaining under pressure.

Iranian Revolutionary Guard Warns: Ships Using Hormuz Strait Routes Without Tehran's Approval Will Be Struck

Iran's Islamic Revolutionary Guard Corps issued a stern warning to international shipping on Wednesday, stating that any new routes through the Strait of Hormuz established without coordination with Tehran are unacceptable and dangerous, threatening direct action against vessels that ignore its directives.

The IRGC stated that safe passage through the Strait of Hormuz can only be achieved via routes designated by Iran. The IRGC Navy added that all vessels seeking to transit the strait must coordinate with the Iranian military via VHF Channel 16, effectively placing the permission of the Iranian military at the core of all commercial shipping through this strategic chokepoint. (Jin Shi)

Industry News

OpenAI May Delay IPO Until Next Year

According to the New York Times, citing three people involved in OpenAI's internal discussions, OpenAI is leaning towards postponing its IPO until next year. Sources say OpenAI had initially planned an IPO as early as Q3 or Q4 of this year. CEO Sam Altman has urged financial advisors to find ways to boost the company's valuation to $1 trillion. However, a series of recent developments has forced OpenAI's executives to abandon the initial aggressive plan. The most notable factor is the post-IPO performance of Elon Musk's SpaceX this month. SpaceX's stock price has been declining, closing at $153 on Thursday after hitting a high of $202 last week. Global markets have also experienced volatility in recent weeks, with tech stocks dragging down indices amid investor questions about whether AI companies can deliver on their lofty promises. According to two sources, over the past week, OpenAI's advisors warned the company that retail investors may not show much enthusiasm for its stock. (Jin Shi)

Investment Banks Raise Micron Price Targets

Susquehanna: Raised Micron Technology (MU.O) price target from $1750 to $2000.

JPMorgan: Raised Micron Technology (MU.O) price target from $550 to $1540.

D.A. Davidson: Raised Micron Technology (MU.O) price target from $1500 to $2000. (Jin Shi)

SK Hynix's US IPO Countdown Begins: $30 Billion Fundraising Could Trigger Valuation Re-rating

According to US media reports, SK Hynix is expected to issue American Depositary Receipts on the Nasdaq on July 10th. The IPO aims to raise nearly $30 billion, potentially becoming one of the largest ADR offerings in history. The market generally believes this move will significantly expand its global investor base and could prompt a valuation re-rating.

Several asset management firms predict that if its valuation converges with Micron's, the stock has 30% upside potential in the coming year. One fund manager noted that SK Hynix should trade at least at a valuation comparable to Micron, as memory chip demand is likely to outstrip supply for several years. This IPO occurs during a rare boom period for the memory chip industry. Shares of Micron, SK Hynix, and Samsung Electronics have all risen over 200% this year, marking their best annual performance in decades. The insatiable demand for HBM from AI servers is widely seen as driving a structural 'memory super-cycle'. (Jin Shi)

JPMorgan Raises Kospi Index Target to 15,000 Points

JPMorgan raised its target for South Korea's Kospi index and advised buying on dips, maintaining the highest exposure to Korean equities. JPMorgan strategists wrote in a report, "This stems from our constructive view on AI and the earnings of related hardware companies. There is further room for retail buying to increase."

JPMorgan's bull case scenario implies a 77% upside from Wednesday's close of 8,471.02 points. JPMorgan also raised its base case and bear case targets to 12,500 points and 8,000 points, respectively. (Jin Shi)

Ark Invest Increases Holdings in Coinbase, Circle, Bullish, and Robinhood

The Block posted on X that Cathie Wood's Ark Invest purchased more shares of Coinbase, Circle, Bullish, and Robinhood during Thursday's market decline.

Sharplink Signs Securities Purchase Agreement to Raise $75 Million for ETH Reserve Expansion and Share Buyback

Nasdaq-listed Ethereum treasury company Sharplink announced it has signed a securities purchase agreement to sell 10,013,400 common shares and warrants for an equal number of shares, raising approximately $75 million in total. Proceeds will be used for working capital, continuing to accumulate ETH assets, and repurchasing company shares under its stock buyback program.

Sharplink also disclosed that it held a total of 875,776 ETH as of June 16th. (B2i)

SBI Group Acquires Bitbank for $289 Million

SBI Group announced the acquisition of Japanese cryptocurrency exchange Bitbank for 46.7 billion yen, approximately $289 million. Following this acquisition, SBI's cryptocurrency custody balance is expected to exceed 1 trillion yen, or about $6.2 billion, making it the largest crypto business in Japan.

A subsidiary of SBI Holdings will acquire shares from individual shareholders, including the founder, starting in August, after which Bitbank will buy back shares from existing shareholders Mixi and Ceres by the end of October. Combined with SBI VC Trade's account data as of April, the merged entity will have a total of approximately 2.92 million accounts and total custodial assets of about 1.1 trillion yen.

WSJ: Iran-Linked Wallets Transferred Over $3.84 Billion via CoinEx

Since 2019, wallets clearly linked to Iran have transferred over $3.84 billion in transaction funds through the cryptocurrency exchange CoinEx. Wallets hosted by CoinEx received hacked crypto assets obtained by the Central Bank of Iran and transacted directly with accounts previously attributed by US officials to the Islamic Revolutionary Guard Corps.

Blockchain data shows that in 2024, CoinEx replaced Binance as the largest foreign trading counterparty for Iran's largest domestic crypto exchange, Nobitex. The flow of funds between Nobitex and CoinEx last year exceeded $763 million. Additionally, between 2022 and 2025, wallets hosted by CoinEx processed transactions for Alireza Derakhshan, an Iranian allegedly involved in a sanctioned oil sales network. (WSJ)

CoinEx Responds to Wall Street Journal Article: Never Had Cooperation with Iran, Highly Values Compliance, AML, and Sanctions Risks

CoinEx stated in a post that regarding the recent Wall Street Journal article mentioning transactions related to Alireza Derakhshan and Zedcex/Zanjani, based on currently available information, these transactions occurred before the US Treasury sanctioned the entities in question. CoinEx stated it does not provide services to any sanctioned entity or individual and has never facilitated any form of transaction while knowingly aware that the subject was under sanctions. CoinEx has never established any business partnership with entities related to the Iranian government or Iranian local exchanges, nor has it ever provided a funding channel or any form of active assistance to Iranian government agencies, Revolutionary Guard-related entities, or other sanctioned parties.

Project News

Circle and Nomura Plan to Launch Stablecoin Settlement Services in Japan by 2027

Circle and Japanese financial institution Nomura plan to launch stablecoin settlement services for businesses in Japan, targeting an earliest launch date of 2027. The service will support enterprises in instant foreign exchange and cross-border payments using stablecoins.

Kalshi in Talks for $40 Billion Valuation Fundraising Round

Prediction market platform Kalshi is in talks to raise a new round of funding at a valuation of approximately $40 billion, with a potential deal closing as early as Q3. Kalshi just completed a $1 billion fundraising last month from investors including Sequoia Capital, Andreessen Horowitz, Coatue, and Morgan Stanley, at a $22 billion valuation.

Kalshi CEO Tarek Mansour stated the company is considering an IPO but will not go public in 2026, with a listing likely no earlier than late 2027 or 2028. Kalshi claims its annualized trading volume reached $178 billion as of April 2026, a 32x increase year-over-year.

Kalshi is currently involved in a legal dispute at the state and federal levels regarding regulatory authority over prediction markets, including whether sports event contracts constitute derivatives regulated by the CFTC or illegal gambling. CME has sued the CFTC over its approval of Kalshi's 'perpetual' futures. Kentucky sued Kalshi and Polymarket this month, and the CFTC subsequently sued Kentucky to block its enforcement. (Decrypt)

Sonic: Researching How to Stop Supply Increase, Did Not Mint 47.625 Million Tokens This Year Per Tokenomics

Sonic stated on X that its tokenomics requires minting 47.625 million tokens annually to fund growth, with the first distribution originally scheduled for June 18, 2025. Sonic said it did not execute this minting this year and is actively working towards ceasing the increase in token supply. The only unresolved issue currently is validator rewards, as the network needs to fund its own security, and the team is researching how to achieve this. Sonic stated that this decision is a direct response to requests from the community and stakeholders, and will share more details as work progresses.

Sophon Shuts Down Its Own Layer 2, Migrates to Base, Shifts Focus to Consumer App Development

Sophon, which has raised a total of $70 million, announced it will shut down its own Layer 2 blockchain and migrate to Base, shifting its future focus to consumer-grade application development. Sophon stated that spending millions of dollars annually to maintain its own chain is no longer justifiable.

Sophon co-founder Sebastien said the project's assessment is that true value doesn't lie in 'who runs the underlying track', but in the products built upon it. Therefore, Sophon will cease maintaining infrastructure and instead concentrate resources on the application layer.

According to reports, Sophon previously spent approximately $3.4 million annually maintaining its blockchain, covering chain infrastructure, RaaS, data, analytics, and development tools. Closing its own chain is expected to reduce its annual burn by about $3 million, extending its financial runway and allowing more capital to be allocated to application development.

Taiko Provides Security Incident Update: Initiating Fix Testing, Will Achieve Full Collateralization of Bridged Assets Before Restart

Ethereum Layer 2 project Taiko provided an update on the security incident, stating that no user funds will be lost. Bridged assets are currently under-collateralized. Taiko will replenish all collateral before the bridge reopens, ensuring every user's balance is fully backed 1:1, exactly as before the incident. Since the incident, careful measures have been taken, including controlling the impact scope, identifying the root cause, and collaborating with the board to formulate a plan to protect user assets.

Funding & Investments

Cloud Computing Startup Runpod Raises $100 Million

Cloud computing startup Runpod announced a $100 million fundraising round and stated it has rejected multiple acquisition offers. Specific investor details were not disclosed. The company focuses on providing GPU computing power rental services for developers, supporting open-source models and AI application deployment. This sector generally relies on NVIDIA GPU servers for computing resources. As AI applications expand, the market demand for low-cost, high-flexibility computing infrastructure continues to rise, driving up valuations and fundraising activity for cloud service providers like Runpod. (The Information)

AI Agent Infrastructure Firm Sail Research Raises $80 Million, Led by Kleiner Perkins and Others

AI Agent infrastructure company Sail Research announced the completion of an $80 million Seed and Series A funding round