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%.
Odaily星球日报訊 交易員和投資者將密切關注稍後發布的 6 月份非農就業報告。《華爾街日報》調查的經濟學家預測，6 月份新增就業崗位 11.5 萬個，但分析師警告稱，這一數字可能受到世界盃相關短期招聘的影響。這一數字將低於 5 月份的 17.2 萬個。預計失業率將保持在 4.3% 的水平。人力資源公司 ADP 本週表示，6 月份私營部門僱主的招聘增長略低於預期。（金十）
Odaily星球日报讯 美联储戴利表示，劳动力市场已趋于稳定，通胀因关税和油价冲击而上升，油价已回落，希望相关压力能够有所缓解，美联储政策仍处于略微紧缩状态。（金十）
According to data from MSX.COM, the three major U.S. stock index futures have reversed their earlier declines and are now all turning positive. Micron Technology and SanDisk stock prices surged in pre-market trading, recovering from losses of over 4% to turn positive, with both currently rising by more than 1%. Computing power rental companies Nebius and CoreWeave also saw their pre-market stock prices turn upward, increasing by 3% and 2%, respectively. In the previous trading session, they fell by 17% and 14%, respectively.
PPP Prediction Market Tool monitoring shows that in the Polymarket prediction event "2026 World Cup Round of 16: Spain vs. Austria," a savvy whale (address: 0x3dfb153c197d4c19d3b31c1ecd2c7b6860eeabaf) who has made a total profit of nearly $163,000 purchased $112,000 on Spain to win. The average entry price was 74 cents, with a purchase of 150,000 shares, currently showing an unrealized profit of $1,305.
The Spain vs. Austria knockout match will take place on July 3rd at 3:00 AM Beijing time. Spain boasts top stars like Yamal, Torres, Pino, and is ranked 3rd in the world, with a total squad value exceeding €1.2 billion; Austria is ranked 23rd in the world, with a total squad value of €245 million and an average player age of 28. The two teams have had 2 historical encounters in recent years, with each winning once. Overall, Spain still holds the upper hand.
Odaily Seer Channel continues to monitor the prediction market, observing changes before the pricing is set.
Odaily星球日報訊 「白毛股神」Serenity 發文表示，Sivers Semiconductors（SIVE）已披露計劃在未來幾個季度完成納斯達克上市流程，但這一重要訊號此前在市場資訊中被明顯低估，實質上意味著該公司的上市進程已從「評估階段」向「正式確認時間路徑」邁進，標誌著資本市場路徑出現「實質性改善」，由不確定性評估轉向具備明確時間表的執行階段。
Serenity 此前還披露 SIVE 已完成一輪 7 億瑞典克朗的增資融資，機構資金入場有助於形成價格支撐，可能已達到規模化發展的關鍵拐點。
Odaily星球日报讯 Polygon 创始人 Sandeep 在 X 平台公布数据称，2026 年至今 Polygon 新增铸造 POL 约 1.052 亿枚，而通过基础费用机制销毁的 POL 达到约 1.077 亿枚，销毁量超过新增发行量，Polygon 网络正式实现年度净通缩。Sandeep 补充表示，POL 供应减少主要源于 Polygon 作为支付链承载高交易量带来的基础费用销毁，5 月 Polygon 处理交易量已超过其他公链，单月交易笔数达到 1.98 亿笔。
Odaily Planet Daily News Binance Co-CEO Richard Teng issued a statement in response to the EU MiCA new regulations taking effect. He stated that Binance will continue to provide transitional support for affected users, including offering follow-up procedures and optional solutions to ensure asset safety and service continuity. He also advised users to obtain account-related support and assistance through official customer service channels. Richard Teng stated that regulatory changes may cause some uncertainty and user concerns. Binance is currently maintaining close communication with regulatory bodies to advance the compliance transition in a responsible manner.
Odaily星球日報訊 NextGen Venture（NDV）創辦人 Jason Huang 發文表示，此前該機構已成功提前預警 Strategy（MSTR）回調風險，而當前正相反操作，開始將 Circle（CRCL）納入觀察名單，在市場情緒承壓時尋找機會。
Jason Huang 分析稱，Circle 股價昨日下跌約 14%，背景是多家金融機構聯合推出 Open USD 引發市場對競爭加劇的擔憂，但這一邏輯被市場誤讀：大型機構聯合進入並不會壓縮穩定幣市場規模，反而可能擴大整體「蛋糕」。目前全球穩定幣總市值僅約 3170 億美元，行業仍處早期增長階段。歷史經驗顯示，多方聯合推進的支付與金融項目往往因激勵不一致而失敗，比如 Libra 等，因此長期看未必改變核心競爭格局。
Jason Huang 透露，目前已將 Circle 列入少數可交易的穩定幣主題美股標的之一，雖然其暫未給出明確目標價或立即建倉計劃，但稱會重點跟蹤其季度執行情況與基本面變化。
Odaily Planet Daily reported that A-share tech stocks experienced a sharp decline, with sectors such as semiconductors, computing hardware, and memory chips suffering significant losses. Taking the "ChiNext and STAR Market," where tech stocks are concentrated, as an example, the ChiNext Index and the STAR Composite Index fell by 5.71% and 5.64%, respectively. According to market conditions, the sharp drop in A-share tech stocks stemmed from Meta's announcement of selling computing power, which was interpreted by the market as an oversupply of computing capacity. However, several industry insiders believe that this news represents a misinterpretation. Meta's sale of computing power does not signify the end of AI capital expenditure but rather indicates the maturity of the AI infrastructure business model. (Securities Times)
Odaily星球日報訊 矽谷 AI 初創公司 Higgsfield AI 正在洽談新一輪融資，計劃募集 3 億至 5 億美元資金，目標投前估值達到 50 億美元。若按目標估值完成融資，將較公司 2026 年 1 月約 13 億美元估值提升逾 4 倍。Higgsfield 迄今累計融資額已達 1.38 億美元，投資方包括 Accel、Menlo Ventures 等機構，據悉本次最新融資輪規模將超過此前累計融資總額約 3 倍。（Cryptobriefing）
Odaily星球日報訊 Strive 首席執行官 Matt Cole 在 X 平台發文宣布，未來 SATA 將不會再默認在 100 美元自動進行新股/代幣發行，但圍繞 SATA 的核心目標仍是將價格錨定在 100 美元並盡量降低長期波動。Matt Cole 指出，除非另行溝通，否則投資者不應假設 Strive 會在 100 美元價格水平自動增發 SATA，但在正常市場條件下該機制仍「可能發生」，當前市場環境「並不正常」因此公司需要保留更高的發行決策靈活性，也符合長期股東利益及 SATA 的穩定性目標，過度機械化的發行規則可能被市場行為利用，反而在長期增加波動風險，因此不會採用過於剛性的機制設計。
此外，Strive 是否暫停發行或採取其他措施，將完全基於管理層對長期股東利益及穩定性的判斷，而不會提前對外「預告具體操作」，預計會參考做空比例、借貸成本等市場數據，但不會依賴單一指標。
Odaily星球日報訊 BNB 生態去中心流動性平台 THENA 公布 2.0 路線圖，計劃增發約佔原最大供應量 10% 的 THE 代幣（約 3261 萬枚），分兩次 5% 鑄造並注入多簽財政庫，用於支持生態長期發展與擴張。在發展路徑上，THENA 2.0 重點包括重建核心流動性與交易活躍度、推進行動端與消費級交易體驗、構建統一金融生態入口，並重點佈局代幣化現實資產（RWA）流動性，以及擴展現貨與永續交易市場能力。相關路線圖需在治理機制（veTHE 投票）批准後方可執行。
Odaily星球日報訊 全球私募市場投資管理巨頭 Hamilton Lane 宣佈旗下直接股權策略基金 Hamilton Lane Equity Opportunities Fund VI（EO VI） 已完成 38 億美元募資，規模高於上一期基金的 21 億美元募資規模，參與投資者涵蓋公共養老金、主權財富基金、工會養老金、捐贈基金、基金會及家族辦公室等多類機構，該基金將為投資者提供多元化投資敞口。
Hamilton Lane 在加密領域已有佈局，今年三月戰略投資鏈上投資平台 Republic，旗下高級信貸機會證券化基金 HLSCOPE 在 Polygon 網絡上的資產總值約為 900 萬美元，主要投資於北美和歐洲地區的優先擔保私人信貸和優先擔保貸款。（彭博社）
