Odaily reported that according to SoSoValue data, yesterday (Eastern Time July 2), Ethereum spot ETFs recorded total net inflows of $29.0822 million.

The Ethereum spot ETF with the highest single-day net inflow was Blackrock’s ETF ETHA, with a net inflow of $29.7415 million. The historical total net inflow for ETHA currently stands at $11,125 billion.

Following this was VanEck’s ETF ETHV, with a single-day net inflow of $1.2415 million. ETHV’s historical total net inflow has now reached $165 million.

The Ethereum spot ETF with the largest single-day net outflow was Grayscale’s Ethereum Trust ETF ETHE, with a net outflow of $2.7472 million. The historical total net outflow for ETHE has reached $5,332 billion.

As of press time, the total net asset value of Ethereum spot ETFs stands at $9.020 billion, with an ETF net asset ratio (market value as a percentage of Ethereum’s total market cap) of 4.38%. The historical cumulative net inflow has reached $10.889 billion.

Odaily Planet Daily News According to SoSoValue data, yesterday (Eastern Time July 6) Bitcoin spot ETFs had a total net inflow of $266 million.

The Bitcoin spot ETF with the largest net inflow yesterday was BlackRock's ETF IBIT, with a single-day net inflow of $209 million. IBIT's historical total net inflow has now reached $60.203 billion.

Next was Grayscale's Bitcoin Mini Trust ETF BTC, with a single-day net inflow of $42.2504 million. BTC's historical total net inflow has now reached $2.441 billion.

The Bitcoin spot ETF with the largest net outflow yesterday was Grayscale's ETF GBTC, with a single-day net outflow of $44.4527 million. GBTC's historical total net outflow has now reached $27.215 billion.

As of press time, the total net asset value of Bitcoin spot ETFs is $77.318 billion, the ETF net asset ratio (market cap relative to total Bitcoin market cap) has reached 6.04%, and the historical cumulative net inflow has reached $51.345 billion.

Odaily reports that Goldman Sachs has raised its price target for Bank of America from $65 to $71, and for Citigroup from $149 to $162.

Odaily星球日报讯 据 Lookonchain 监测，ANSEM 市值已超过 TRUMP。近 100 万名投资者在 TRUMP 上亏损，而 ANSEM 的 12 万名持有者中，超过 95% 目前处于盈利状态。

Odaily星球日报讯 据 Gate 数据，韩国 KOSPI 指数跌幅持续扩大，最新下跌 7%，现报 7487.25 点。

Odaily reported that Sapijiju posted on Platform X, stating that pump.fun has released its first official weekly report. From June 29 to July 5, the combined protocol fees from Bonding Curve, PumpSwap, and Terminal amounted to $7.2 million, of which 50% of the net fees were used for PUMP buybacks and burns. Over the past 7 days, approximately $3.7 million worth of PUMP was bought back and burned. Currently, a cumulative total of 41.8% of the circulating supply has been burned.

Weekly Bonding Curve trading volume reached $553 million, and PumpSwap trading volume hit $1.65 billion. The previously launched Tokenized Agent initiation option has been removed based on community feedback. Pump App's new Swap service is now online, reducing transaction speed from 1-2 seconds to 300-400 milliseconds. Following the launch of the low-KYC deposit channel, the platform's average daily deposit transaction volume has grown by approximately 21%. Terminal has launched an offline token tagging feature, reducing the JS package size by 35%. The search function now includes active viewer counts, wallet filtering, and OG filters. Since GO was launched, related posts have garnered over 18 million views. Approximately 3,000 bounty tasks have been created, receiving 18,000 submissions, with a cumulative total of over $600,000 in rewards paid out.

Odaily Planet Daily News UBS published a report stating that SK Hynix is continuously pushing to sign more revised long-term agreements, focusing on DDR5 and NAND Flash for hyperscale data center customers. These contracts have a term of more than 5 years, locking in approximately 60% to 70% of expected volume and price, which will improve future earnings visibility. Based on a forward 12-month price-to-book ratio of 3.65 times, UBS raised its target price for SK Hynix from 3 million won to 3.2 million won and maintained a buy rating.

SK Hynix has already begun to ramp up shipments of HBM4 for the Rubin platform in the second quarter, indicating it has completed its final design adjustments to meet specifications. Although Samsung Electronics' bit market share for HBM in 2027 may be slightly higher than SK Hynix's, at a ratio of 41% to 39%, over the long term, HBM's share of SK Hynix's DRAM business is expected to be higher than its peers. UBS forecasts that HBM's share of DRAM revenue will rise from 15% in 2026 to 58% by 2030. If the average selling price of HBM rises further, it will provide an additional boost to profits in 2027.

UBS stated that shareholder return policies are expected to continue to strengthen, and anticipates that after the ADR listing, share buybacks will commence and gradually accelerate. UBS pointed out that there is still room for further increases in DDR and NAND Flash contract pricing in the second half of 2026. Considering the revised long-term agreements and HBM, UBS forecasts DRAM ASP to increase by 43% quarter-on-quarter in Q2 2026, 21% in Q3, and 13% in Q4; for NAND, it forecasts blended ASP to increase by 43% quarter-on-quarter in Q2, 25% in Q3, and 10% in Q4. Considering the upward revision of ASP forecasts, UBS has raised its operating profit forecast for SK Hynix this year by 7% to 327 trillion won, and by 12% for each of the following two years to 623 trillion won and 667 trillion won, respectively.

Odaily星球日報訊 據官方公告，Bitget 已上線 TTWO（Take-Two 互動軟體）、BSP（Bending Spoons）、SUMIELEC（住友電工）、DISK（Tema 儲存器 ETF）、BNC（CEA Industries）等 13 隻股票及 ETF 永續合約。上述合約均以 USDT 結算，最高支援 20 倍槓桿，並支援 7×24 小時交易。

Odaily星球日報訊 Asseto 近日宣布，其技術平台已支援代幣化產品 NGI+ 正式上線，將由全球私募市場投資管理機構 Partners Group 管理的私募基礎設施策略引入鏈上。

NGI+ 是一種以私募基礎設施基金權益為底層支援的鏈上代幣。相關底層策略由管理資產規模超過 1,850 億美元的 Partners Group 管理，Asseto 則為 NGI+ 提供智慧合約、鏈上權益記錄及相關營運技術支援。

該底層策略主要投資於資料中心、能源基礎設施、電網及交通等基礎設施資產。此類私募基礎設施策略傳統上主要透過私人銀行及其他專業投資渠道，向符合資格的高淨值及機構投資者提供。

透過 Asseto 提供的代幣化技術，符合適用投資者資格及產品准入要求的持有人，可按照相關產品文件所載條款，獲得與該底層策略淨值表現掛鉤的鏈上經濟敞口。NGI+ 的上線進一步拓展了 Asseto 技術平台在私募基礎設施等另類資產代幣化場景中的應用。

OdailyOdaily reports that the 2026 World AI Conference and High-Level Meeting on Global AI Governance will be held in Shanghai from July 17 to 20. Wang Ruomeng, Deputy Director of the Innovation and High-Tech Development Department of the National Development and Reform Commission, stated at a Shanghai municipal press conference on July 7 that the commission will release two outcomes at this year's conference.

Odaily星球日報訊 據 Onchain Lens 監測，MRVL Long OG (0x519...6a47) 再向 Hyperliquid 存入 300 萬枚 USDC，其兩週前曾存入 500 萬美元。目前其持有 5 倍逐倉多單，總倉位價值 1976 萬美元，未實現虧損 526 萬美元，ROE 為-101.12%，累計盈利 1696 萬美元。

其中 MRVL 倉位價值 775 萬美元，虧損 231 萬美元；SNDK 倉位價值 386 萬美元，虧損 114 萬美元；SKHX 倉位價值 371 萬美元，虧損 84.567 萬美元；MU 倉位價值 169 萬美元，虧損 27.592 萬美元；NBIS 倉位價值 110 萬美元，虧損 22.629 萬美元；CRCL 倉位價值 87.835 萬美元，虧損 10.612 萬美元；ZHIPU 倉位價值 77.135 萬美元，虧損 34.567 萬美元。

Odaily Planet Daily reports: According to on-chain analyst Ai Yi's monitoring, a certain address is currently long $19.78 million worth of tech semiconductor stocks, with an unrealized loss of $5.24 million. 10 minutes ago, it added 3 million USDC as margin to lower liquidation risk. The positions include MRVL, SNDK, SKHX, MU, NBIS, CRCL, and ZHIPU. Among them, only CRCL is crypto-related, and the entry points were all near recent highs.

Odaily星球日報訊 南韓股市三星電子今日早間公佈第二季度初步業績，營業利潤同比暴增 19 倍，超越了过去三年利潤總和。具體來看，三星預告二季度營業利潤為 89.4 萬億韓元（同比+1810.2%），市場預期為 87.3 萬億韓元。但公司股價卻大幅下挫，因業績未能緩解市場對 AI 驅動晶片熱潮可持續性的擔憂。

三星股價早盤一度暴跌超 8%，競爭對手 SK 海力士股價亦下跌 7.3%，拖累南韓 KOSPI 指數重挫 6%。分析師將三星股價疲軟歸因於部分市場預期過高——在計入員工獎金撥備後，受創紀錄存儲晶片價格推動的利潤本可能超過 90 萬億韓元；此外，市場還擔憂 AI 數據中心的建設可能放緩。

Petra Capital Management 管理合夥人 Albert Yong 表示：「三星強勁的業績早已被市場廣泛預期，並在業績公佈前的股價上漲中基本消化。投資者仍擔憂 AI 熱潮的可持續性，以及美國主要科技企業 AI 基礎設施支出可能放緩的風險。」(金十)

Odaily星球日報訊 據官方消息，穩定幣 U 正式推出儲備證明 POR（Proof of Reserves）功能頁面，該頁面已完全整合 Chainlink 的 Data API，為 United Stables 資產儲備提供自動化、加密且可進行鏈上驗證的支援。主要更新包括：由 Chainlink 提供技術支援、即時且不可篡改的鏈上儲備數據；升級了官網首頁的導航欄，可以無縫追蹤透明度指標；更清晰、更直觀地呈現 1:1 的資產背書。

Odaily星球日報訊 據鏈上分析師余燼監測，某地址於 6 月 30 日在治理平台發起提案，擬將 bonk_inu 財庫中 4.426 兆枚 BONK 轉至其控制的 9bxW...JHvQ 錢包，價值 2120 萬美元。該提案通過需要最低 1% 代幣即 8799.5 億枚 BONK 投贊成票。該地址過去 2 天從幣安和 Bybit 共提取 8822.85 億枚 BONK 至鏈上，價值 440 萬美元，並對該提案投贊成票，達到提案通過要求。提案昨日下午滿足通過條件後自動執行，財庫中 4.426 兆枚 BONK 被轉至 9bxW...JHvQ 錢包。隨後，該地址將其中 400 億枚 BONK 轉入 OKX，價值 19 萬美元，另將 4.386 兆枚 BONK 轉至 EXaJ...eh42 地址，價值 1864 萬美元。

PPP 預測市場工具監測顯示，Polymarket 上「Tesla and SpaceX merger officially announced by...?」預測事件數據顯示，特斯拉與 SpaceX 於 2026 年 9 月 30 日前正式宣布合併的機率降至 10%，24 小時下跌 30%；於 2026 年 12 月 31 日前年內宣布合併的機率降至 25%，24 小時下跌 18%。

此前消息，SpaceX 將於 7 月 7 日正式納入納斯達克 100 指數。

Odaily Seer 先知頻道持續關注預測市場，在定價之前，看見變化。