Odaily星球日報訊 彭博高級 ETF 分析師 Eric Balchunas 發文表示，6 月 ETF 市場出現「JUNE-SANITY（六月瘋狂）」級表現，多項指標接近或改寫歷史紀錄。數據顯示，6 月 ETF 新產品發行數量達到 214 檔，約合每天 10 檔，顯著改寫歷史紀錄，此外當月 ETF 交易成交額達到 7 兆美元，為歷史第二高水平。此外，當月 ETF 資金淨流入達 1910 億美元，創歷史第二高單月水平，平均每日流入約 90 億美元，涵蓋約 2700 檔不同基金。
Eric Balchunas 總結稱，這一系列數據反映出 ETF 市場在資金流入、新產品發行與交易活躍度方面全面爆發。
Odaily星球日報訊 受弱於預期的非農就業報告影響，美國國債價格上漲，交易員下調了對聯準會未來幾個月升息的預期。對貨幣政策變化最為敏感的兩年期美債收益率下跌 6 個基點至 4.11%，而 10 年期美債收益率下跌 2 個基點至 4.46%。利率互換數據顯示，市場預計聯準會在本月晚些時候的會議上升息的可能性約為 20%，低於數據公佈前的 33%。
市場預計到 2027 年 3 月，聯準會升息次數將少於兩次，每次升息幅度不超過 25 個基點。上月非農就業人數增加 5.7 萬人，此前兩個月的數據均被下調，而彭博社調查的經濟學家此前預計的增幅為 11.3 萬人。由於勞動力參與率大幅下降，失業率降至 4.2%。(金十)
Odaily星球日报訊 Investinglive 分析師 Adam Button 指出，美國 6 月非農就業人數增加 5.7 萬人，低於預期的 11 萬人。這份報告令人失望。失業率降至 4.2%，表面上看不錯，但勞動參與率卻下降了 0.3 個百分點。具體來看，考慮到世界盃的影響，住宿/餐飲服務業減少 5.5 萬人著實令人意外。這與人們的預期以及經濟學家的模型預測截然相反。(金十)
Odaily reported that Ondo Finance has announced the launch of a third-party custodied tokenized securities solution operating within the existing regulatory framework in the United States. The company has also partnered with Broadridge Financial Solutions to provide full shareholder governance and voting rights support for tokenized stock holders. According to the mechanism design, the underlying stocks remain within the traditional regulated custody system in the U.S. Ondo's registered transfer agent mints tokens on a 1:1 basis, which are issued on the Ethereum blockchain, while the asset backing is held by a qualified custodian.
According to MSX.COM data, after the release of the US June non-farm payroll data, US stock index futures climbed. Dow Jones futures rose 0.36%, S&P 500 futures rose 0.39%, and Nasdaq 100 futures rose 0.71%. In terms of individual stocks, Nvidia rose 0.5% in pre-market US trading, while ASML, AMD, and TSMC rose 2%, and Intel and Micron Technology rose over 3%. These stocks had previously fallen between 1% and 4%.
Odaily Planet Daily News According to feedback from community user @CG_BRC20, the Alkanes protocol has a serious bug that allows unlimited token minting. An address just exploited the bug to mint 100 million $DIESEL out of thin air. The assets cannot be displayed on the protocol's official Espo browser and the Subfrost interface. Users holding this asset should be aware of the risks. It is reported that the administrator of the Alkanes official TG group temporarily responded that the funds are safe.
Odaily Planet Daily News The U.S. June nonfarm payrolls data showed that despite a decline in the unemployment rate, hiring activity slowed significantly in June, curbing the momentum that had emerged in job growth earlier this year. According to data released by the U.S. Bureau of Labor Statistics on Thursday, after downward revisions of 74,000 to the previous two months' data, nonfarm payrolls increased by 57,000 in June (market expectations were for 110,000).
The unemployment rate fell due to a sharp decline in the labor force participation rate—when the labor force participation rate declines, it means some people have left the labor market (e.g., given up job searching, retired early, returned to school). These individuals are no longer counted as "unemployed" and are no longer part of the "labor force," thus causing the unemployment rate to drop. After the data was released, spot gold briefly rallied, and the market also reduced bets on a Federal Reserve rate hike. The market has fully priced in expectations for a Fed rate hike in December, whereas previously expectations were for an October rate hike. (Jin Shi)
According to Gate data, spot gold has climbed to $4,130 per ounce, up 2.45% on the day, having risen nearly $60 since the non-farm payrolls report.
Odaily星球日報訊 美國短期利率期貨在非農資料公佈後大幅上漲，市場削減了對聯準會加息的押注。市場已充分消化聯準會 12 月加息的預期，此前預期為 10 月加息。（金十）
According to Gate data, the U.S. unemployment rate for June fell to 4.2%, the lowest level since June 2025 and below the market expectation of 4.3%. The U.S. Dollar Index (DXY) briefly dropped 30 points to 100.85. Spot gold surged, touching $4,120 per ounce, up 2.20% on the day. The yield on the 10-year U.S. Treasury note recently fell 1.76 basis points to 4.457%.
Odaily News: US initial jobless claims for the week ending June 27 were 215,000, compared to the expected 220,000, while the previous value was revised from 215,000 to 216,000. (Jin Shi)
Odaily星球日报讯 美国 6 月季调后非农就业人口 5.7 万人，预期 11 万人，前值由 17.2 万人修正为 12.9 万人。(金十)
Odaily星球日報訊 流動性協議 Meteora 宣布「LP Stimulus Plan」第二季已於 2026 年 6 月 30 日正式結束，將進入獎勵結算階段，目前團隊正在對 DLMM 與 DAMM v2 在本輪激勵週期內的數據進行整理與統計，後續將於近期公布具體獎勵分發安排及相關更新。
Odaily Planet Daily News According to CME's "FedWatch": The probability of the Fed keeping interest rates unchanged in July is 68.5%, and the probability of a cumulative 25-basis-point rate hike is 31.5%. The probability of the Fed keeping interest rates unchanged by September is 35.7%, the probability of a cumulative 25-basis-point rate hike is 49.2%, and the probability of a cumulative 50-basis-point rate hike is 15.1%. The probability of the Fed keeping interest rates unchanged by October is 27.8%, the probability of a cumulative 25-basis-point rate hike is 46.2%, the probability of a cumulative 50-basis-point rate hike is 22.6%, and the probability of a cumulative 75-basis-point rate hike is 3.3%.
