Odaily星球日報訊 根據 SoSoValue 數據，本週交易日（美東時間 6 月 28 日至 7 月 2 日）SOL 現貨 ETF 淨流入 574.67 萬美元。

本週淨流入最多的 SOL 現貨 ETF 為 Bitwise ETF BSOL，周度淨流入為 832.44 萬美元，目前 BSOL 歷史總淨流入達 8.98 億美元。其次為富達（Fidelity）ETF FSOL，周度淨流入為 89.21 萬美元，目前 FSOL 歷史總淨流入達 1.94 億美元。

本週淨流出最多的 SOL 現貨 ETF 為灰度（Grayscale）SOL 信託 GSOL，周度淨流出為 346.99 萬美元，目前 GSOL 歷史總淨流入達 1.10 億美元。

截至發稿前，SOL 現貨 ETF 總資產淨值為 9.36 億美元，ETF 淨資產比率（市值較 SOL 總市值佔比）達 1.99%，歷史累計淨流入已達 11.40 億美元。

According to SoSoValue data, during this trading week (June 29 to July 3, Eastern Time), Ethereum spot ETFs recorded a net outflow of $13.67 million.

The Ethereum spot ETF with the largest net outflow this week was BlackRock's ETF ETHB, with a weekly net outflow of $39.216 million. The total historical net inflow for ETHB currently stands at $519 million. This was followed by Grayscale's Ethereum Mini Trust ETH, which had a weekly net outflow of $24.1797 million, bringing its total historical net inflow to $1.81 billion.

The Ethereum spot ETF with the largest net inflow this week was BlackRock's ETF ETHA, with a weekly net inflow of $44.6504 million. The total historical net inflow for ETHA currently stands at $11.12 billion.

As of press time, the total net asset value of Ethereum spot ETFs is $9.02 billion, with the ETF net asset ratio (market cap as a percentage of total Ethereum market cap) at 4.38%, and the cumulative historical net inflow has reached $10.89 billion.

According to SoSoValue data, during this trading week (June 29 to July 2, Eastern Time), Bitcoin spot ETFs recorded a net outflow of $527 million.

The Bitcoin spot ETF with the largest net outflow this week was BlackRock's ETF IBIT, with a weekly net outflow of $773 million. IBIT's total historical net inflow currently stands at $59.990 billion. Following this was Grayscale Bitcoin Trust GBTC, with a weekly net outflow of $27.6866 million, bringing its total historical net outflow to $27.170 billion.

The Bitcoin spot ETF with the largest net inflow this week was Ark & 21 Shares ETF ARKB, with a weekly net inflow of $102 million. ARKB's total historical net inflow currently stands at $1.260 billion.

As of press time, the total net asset value of Bitcoin spot ETFs is $74.370 billion, with an ETF net asset ratio (market value as a percentage of total Bitcoin market cap) of 6.02%. The total cumulative net inflow in history has reached $51.080 billion.

Odaily星球日報訊 據 Lookonchain 監測，某地址在 10 天內押注世界盃虧損 1160 萬美元，共下注 15 次，其中 11 次虧損，勝率僅 26.7%，最大單筆虧損近 500 萬美元。

Odaily reported that Goldman Sachs expects the yen to fall to 165 against the U.S. dollar within a year, influenced by the U.S.-Japan interest rate differential, a further downward revision from its previous forecast of 155, making it one of the most bearish institutions on the yen. Strategist Fishman noted that the pressure for yen depreciation stems from Japan's fiscal pressures, high U.S. Treasury yields, and the Bank of Japan's slow pace of rate hikes, despite the yen being severely undervalued. Position allocation supports further yen weakness.

Data shows that hedge funds' bearish bets on the yen hit a new high since 2017 last month, with the market estimating about a 72% probability of the dollar rising to 165 against the yen by June next year. Goldman Sachs is also optimistic about carry trades using the yen as a funding currency, meaning borrowing yen to invest in high-yield assets. The bank forecasts the dollar-yen rate will be 162 in three months and 163 in six months (previously 160 and 158, respectively), and believes that official intervention has only a temporary effect, as the root causes of yen weakness persist. (Jin Shi)

Odaily星球日報訊 據韓國媒體報導，三星電子與 SK 海力士正重新評估下一代高頻寬記憶體（HBM）採用混合鍵合（Hybrid Bonding）技術的時間。由於 HBM 對厚度縮減及散熱性能提升的需求有所下降，市場預計該技術導入時間可能較此前預期進一步推遲。同時，兩家公司正分別開發 HPB 和 iHBM 等新型散熱方案，並計劃應用於 HBM5 產品。不過，業內認為，隨著未來 HBM I/O 數量持續提升，混合鍵合仍將是中長期的關鍵技術路線。

Odaily星球日報訊 Citrini 分析師 jukan 在 X 平台發文表示，韓國媒體報導稱，Samsung Electronics Device Solutions 部門總裁兼業務戰略負責人 Kim Yong-kwan 在 7 月 3 日 DS 部門管理層全員會議上表示，今年營業利潤預計將符合市場共識。韓國券商估計，Samsung Electronics 今年營業利潤約為 300 兆韓元，約合 2000 億美元。Kim Yong-kwan 據稱表示，僅今年利潤就將超過 Samsung 進入半導體業務 40 年來產生的累計利潤。

Odaily星球日報訊 Coinspect Security 披露，名為「Ill Bloom」的錢包生成漏洞正被攻擊者利用，可控制受影響錢包並盜取資金。該漏洞自 2018 年以來已影響多條區塊鏈上的錢包，受影響錢包在數週前仍在持續生成，並非源自單一軟體錢包。

5 月 27 日已有數百個帳戶被竊取約 300 萬美元，最近數小時又有約 200 萬美元從暴露錢包中被轉出。目前仍有數千個帳戶面臨風險，涵蓋比特幣、以太坊及 L2、波場和 Solana。Coinspect Security 已上線受影響地址檢查工具，並呼籲錢包供應商整合輕量級弱助記詞檢測功能。

Odaily星球日报訊 Lighter 創始人兼首席執行官 Vladimir Novakovski 於 X 發文表示：「在美國建國 250 週年之際，我為能從一開始就在這裡打造 Lighter 而感到自豪。今年，我也開始盡自己的一份綿薄之力 —— 擔任了美國商品期貨交易委員會（CFTC）創新諮詢委員會的成員。」

Odaily 注：創新諮詢委員會的設立旨在就技術、法律、政策和金融交叉領域的複雜問題向 CFTC 提供建議。

Odaily Planet Daily News According to Gate data, South Korea's KOSPI index continued its downtrend, falling 3.00% intraday, now at 7,842.16 points. SK Hynix fell over 5%, and Samsung Electronics fell 1.6%.

Odaily星球日報訊 韓國IPO市場在經歷上半年強勁表現後迅速降溫，新上市公司在上市後股價大幅下跌，因市場不確定性加劇及投資者情緒轉變。

韓國交易所週日數據顯示，今年上市的18家公司中有14家目前股價低於發行價，科技和時尚領域的明星新股領跌。市場分析師認為，這源於IPO定價虛高、短期投機資金上市後快速出逃。儘管監管層近期加強了對機構投資者的鎖定期要求，但宏觀衝擊和供需失衡令新上市的中小盤股尤為脆弱。

觀察人士指出，國內流動性仍高度集中於大盤人工智能和半導體產業鏈股票，資金難以流向較新、尚不成熟的上市公司。韓國金融業目前寄望於下半年一批大型企業和高估值公司上市，以帶動市場復甦，同時新的雙重上市指引也已發布。（金十）

Odaily Planet Daily News According to official sources, the self-custody Web3 wallet BM Wallet has launched a prediction market feature. Users can directly participate in real-world event predictions within the wallet, with settlements entirely in stablecoins. Assets do not need to be transferred out, and private keys are always self-custodied. This feature integrates the prediction market Polymarket, accessing its deep liquidity. The first phase centers around the World Cup, also covering sectors such as cryptocurrency and politics, and is now open in designated regions.

Odaily星球日報訊 根據 SoSoValue 數據，加密市場整體呈上漲趨勢，CeFi 板塊表現強勁，24 小時上漲 2.74%，其中，Binance Coin（BNB）上漲 3.19%，Bitget Token（BGB）上漲 1.01%。同時，Bitcoin（BTC）上漲 1.21%，突破 6.3 萬美元；Ethereum（ETH）上漲 1.26%，逼近 1800 美元。

其他板塊方面，DeFi 板塊 24 小時上漲 2.41%，其中，Lighter（LIT）上漲 18.06%；Layer1 板塊上漲 2.15%，Canton Network（CC）上漲 4.50%；Meme 板塊上漲 1.38%，Pump.fun（PUMP）上漲 7.83%；PayFi 板塊上漲 1.12%，Ultima（ULTIMA）上漲 11.19%；Layer2 板塊上漲 0.21%，Starknet（STRK）上漲 1.94%。

此外，NFT 板塊下跌 0.93%，Pudgy Penguins（PENGU）下跌 2.81%。

反映板塊歷史行情的加密板塊指數顯示，ssiCeFi、ssiDeFi、ssiLayer1 指數分別上漲 3.04%、3.04%、1.96%。

Odaily星球日報訊 據鏈上分析師 Ai 姨監測，SK海力士盤中持續回落，某地址半小時前開啟 5095.22 枚海力士 3 倍多單（SKHX），價值 780 萬美元，開倉價 1604 美元，並計劃在海力士跌至 1400 美元至 1500 美元區間內再加倉 600 萬美元；此外，該地址還持有 830 萬美元的美光（MU）4 倍多單，存儲板塊兩個多單現浮虧 59 萬美元。

Odaily星球日報訊 據鏈上分析師 Ai 姨監測，某地址於今早 8 時 30 分開啟 3807 萬美元的 BTC 20 倍多單，成為 Hyperliquid BTC TOP6 倉位。目前持有 600 枚 BTC，開倉點位為 63476 美元，同時設置止盈止損點位：BTC 價格漲至 65000 美元時止盈 200 枚，漲至 66000 美元時止盈 100 枚，跌至 60000 美元時止損 200 枚。