Odaily星球日報訊 據市場數據，晶片板塊在標普500指數中的權重已升至創紀錄的19.7%，較2020年水準增長近四倍，主要受人工智慧（AI）投資熱潮推動。隨著AI基礎設施與算力需求持續擴張，晶片股成為本輪美股上漲核心動力之一，標普500整體結構也因此進一步向少數科技與晶片龍頭集中，同時也加劇了市場對指數集中度過高與估值偏貴的擔憂。儘管如此，相關ETF資金持續流入仍在支撐板塊表現。市場人士正密切關注AI資本開支能否持續兌現，以支撐當前半導體估值水準。
Odaily星球日報訊 比特幣（BTC）連續第五天在 59000 至 60000 美元區間窄幅交易，但分析人士警告稱，這種「平靜」行情可能隱藏更大風險，關鍵在於當前震盪位置處於下跌趨勢中。
FxPro 首席市場分析師 Alex Kuptsikevich 表示，當前走勢類似 2024 年 3 月至 10 月期間比特幣在 55000 至 70000 美元區間的盤整，但兩者背景不同。此前的盤整發生在上漲市場，而此次震盪位於支撐位下方，且 50 日和 200 日移動平均線均呈下降趨勢，顯示市場仍偏空。
Kuptsikevich 指出，若這一整理形態向下突破，而非形成反彈基礎，比特幣下一重要支撐區域可能在 40000 美元附近。
鏈上數據也釋放壓力信號。CryptoQuant 分析師 Darkfost 表示，長期持有者可能正在出現虧損賣出行為，歷史週期中這一階段通常伴隨短期壓力，但也可能成為長期買入機會。
與此同時，市場需求仍較疲弱，活躍地址數量和鏈上交易活動均處於近期低位。企業持幣巨頭 Strategy 面臨的資金壓力也加劇市場擔憂，其優先股 STRC 近期跌至約 71 美元附近，普通股一週下跌約 25%，並創 2024 年 2 月以來新低。
Strategy 此前表示，可能出售超過 10 億美元比特幣儲備以改善財務狀況，這被視為對創始人 Michael Saylor「永不出售」策略的重大轉變。
此外，美元走強以及資金持續流向美股 AI 相關資產，也對比特幣等美元計價風險資產形成壓力。目前 BTC 預計將以約 13% 的季度跌幅結束第二季度，而美股則因 AI 投資熱潮表現強勁。（CoinDesk）
Odaily星球日报訊 據沙特阿拉伯阿拉比亞電視台援引消息人士稱，伊朗與美國代表團將在調解方參與下，於明日在卡塔爾舉行間接談判。此次間接談判將重點討論霍爾木茲海峽以及整體地區穩定問題。消息人士稱，伊朗將在本週末前獲得 30 億美元被凍結資產。雙方代表團預計將於今日在多哈分別會見卡塔爾首相及巴基斯坦調解人員。(金十)
Odaily星球日報訊 那斯達克上市的以太坊財庫公司 Sharplink（SBET）宣布在最新一週內增持 10,000 枚以太坊（ETH），平均購入價格約 1,611 美元，使其 ETH 總持倉提升至約 886,725 枚。與此同時，該公司在公開市場以平均價格 4.69 美元回購 2,132,773 股普通股，自 2025 年 8 月啟動回購計畫以來累計回購股份已達 4,071,223 股。
截至 6 月 28 日，Sharplink 以太坊總持倉結構包括：632,719 枚原生 ETH、181,299 枚 LsETH 等價資產以及 72,707 枚 weETH 等價資產，該公司稱將繼續推進 ETH 資產儲備擴張與股票回購並行的雙軌資本策略。（b2i.us）
Odaily星球日报讯 紐約人壽旗下投資管理公司 NYLIM 與 RWA 基礎設施 Centrifuge 合作，推出代幣化基金 NYLIM Anemoy U.S. High Yield Corporate Bond Segregated Portfolio，產品代碼 HYB。
該基金是紐約人壽首款代幣化金融產品，同時也是市場上少數聚焦高收益公司債的鏈上產品。基金上線 Centrifuge 平台，申購贖回統一使用 Circle 發行的 USDC 穩定幣結算；底層債券資產由 NYLIM 全權管理，Centrifuge 提供代幣化技術以及 BVI 分隔投資組合架構，投資者以股東身份享有底層資產追索權。
產品目前不面向美國投資者，目標客群為追求增值收益的穩定幣發行機構、DeFi 參與者與 DAO 國庫。Centrifuge 依靠資產管理規模計提服務費維持運營，業務仍在持續擴張。（TheBlock）
Odaily星球日報訊 Ansem 在 X 平台發文表示，過去對名人參與加密項目的判斷過於理想化，曾假設其不會「割韭菜（rug）」數百萬支持者，但這一假設已被現實證明錯誤，並表示未來不會再犯同樣判斷失誤。
不過，Ansem 強調自己並非名人，也無意透過項目進行不當退出行為。他認為，Meme 與敘事型代幣仍可能在加密市場中扮演「淨正效應」角色，包括吸引新用戶進入行業、為市場提供投機流動性，並在熊市底部階段重新啟動市場情緒。
他以 Dogecoin 與 Bonk 為例稱，這類資產曾在不同週期中帶來大規模用戶入場與財富效應，其中 Dogecoin 市值一度達到 110 億美元，而 Bonk 在 FTX 崩盤後的低迷時期推動 Solana 生態情緒回暖。
Ansem 還表示，自己自 2017 年進入加密行業，2021 年辭去軟體工程師工作，目前聯合創立交易應用 BullpenFi 並運營播客項目 MarketBubble。他稱過去參與過多個 Meme 幣討論，但經常遭遇匿名帳戶利用流動性結構提前佈局後反向「拋售」，導致其成為注意力工具。他強調當前項目是其首次在「擁有大部分代幣供應控制權」的情況下參與，並表示將嘗試在市場注意力與行業建設之間尋找平衡。
Odaily星球日报訊 阿聯酋私人銀行 Goldman Lampe Private Bank 宣布，已在近期加密市場回調期間購入約 1.2 億歐元價值的比特幣（BTC），進一步擴大數位資產持倉，該銀行此前還曾推出加密貨幣定期存款產品，其董事會主席 Abdullah Hamad Al Shamsi 稱此次市場回調為機構增強數位資產配置提供了機會，比特幣將會持續展現作為價值儲存工具和戰略資產的韌性。（Globenewswire）
Odaily Planet Daily News: OKX founder Star responded to CZ's-related remarks on the X platform, stating that CZ has been misleading the public by claiming that Star criticizes him out of jealousy, but that is not the case.
Star stated that he is not jealous of CZ, but rather feels ashamed of his actions. He mentioned Binance's previous penalties for compliance issues, the mass liquidation event on the market on October 11, 2021, and CZ's dismissal of compliance team members due to internal investigations.
Furthermore, Star said that CZ mentioned him nearly ten times in his new book, but the book is filled with false statements and distortions of facts. Star stated that he originally had no intention of revisiting these past events, but if CZ deems it necessary, he is willing to publicly clarify the facts, provide evidence, and discuss related issues openly with the media.
Odaily星球日報訊 貝萊德集團旗下研究機構在其 2026 年中期全球投資展望報告中指出，該機構對新興市場股票持謹慎態度，同時看好歐元區短期和中期政府債券。對於前者，報告指出存在人工智慧集中風險。
對於後者，報告認為，對利率前景的政策擔憂似乎過頭了。這家全球最大的資產管理公司已將其對未來 6 至 12 個月新興市場股票的評級從「超配」下調至「中性」。報告指出，韓國等市場存在風險，這些市場高度依賴人工智慧相關公司。(金十)
According to monitoring by the PPP Prediction Market Tool, in the Polymarket prediction event for "2026 World Cup Round of 16: France vs. Sweden," an account named BreakTheBank (address: 0xf0318c32136c2db7fec88b84869aee6a1106c80c) with total profits of nearly $4.47 million, purchased $145,000 worth of "France will not win" shares. The average entry price was 22 cents, buying 618,679.4 shares, with an unrealized profit of $9,280.
The knockout match between France and Sweden will take place on July 1st at 5:00 AM Beijing time. The French team's total squad value exceeds 1.3 billion euros, featuring top stars like Mbappé and Dembélé. In the group stage, they scored 6 goals in two matches while conceding only 1, ranking among the top 32 teams in offensive efficiency. Sweden has qualified for the World Cup finals 12 times in its history, finishing as runners-up twice. The current squad boasts young attacking talents like Gyökeres and Isak. They have remained unbeaten for 12 months, with their last defeat coming against France in the first half of 2025. As such, they face no significant psychological disadvantage against France.
Odaily Seer Prophets Channel continues to follow the prediction market, seeing changes before prices are set.
Blockchain analysis platform Bubblemaps released an investigation report on the Solana Meme token LIBRA, stating that on February 14, 2025, after Argentine President Javier Milei posted a message supporting the launch of LIBRA, the token's market value once reached approximately $4 billion within less than two days, before quickly crashing, resulting in investor losses exceeding $250 million. This incident has been dubbed "Cryptogate."
Bubblemaps indicated that multiple abnormal signals appeared within the first hour of LIBRA's launch:
82% of the token supply was concentrated in a single wallet cluster, significantly different from the normal launch pattern of Meme coins;
No information on the token economic model was provided, with no announcements regarding lock-ups, fund allocation, or a roadmap;
The liquidity pool fee structure was abnormal, generating over $25 million in fees within the first hour of launch, far exceeding normal retail trading levels.
The investigation shows that the deployer did not directly sell $LIBRA on the open market. Instead, they added a one-sided liquidity pool containing only $LIBRA on Meteora, while simultaneously removing USDC and SOL from the original pool, facilitating fund transfer with low slippage. Bubblemaps stated that, as of the public warning, the team had extracted approximately $87 million in assets through this mechanism. Subsequently, Bubblemaps discovered a fund link between LIBRA and another controversial token, $MELANIA. Through on-chain evidence such as cross-chain transfers and overlapping exchange deposit addresses, the analytical agency believes the two projects may be operated by the same team, which is pointed towards Kelsier Ventures and its head, Hayden Davis.
The report states that this team was later linked to multiple other Meme coin projects, including $HOOD, $TRUST, $KACY, and $VIBES. Their common pattern includes: holding a large concentration of tokens during the deployment phase, using multiple wallets to front-run purchases, rapidly inflating the market cap, and then exiting to cash out.
Bubblemaps stated that the uniqueness of the LIBRA incident lies not in the technical methods used, but in the public support it received from Javier Milei, which escalated what was a standard Meme coin operation into a globally watched event. The agency believes that indicators such as wallet cluster analysis, supply concentration, and on-chain fund flows had already revealed risk signals early on, and they will continue to monitor related address activity in the future.
Odaily news, the U.S. Office of Government Ethics (OGE) has disclosed that it has received the public financial disclosure report of U.S. President Trump. Trump's financial disclosure report is currently under review, and the relevant documents will be made available for download and then published. (Jinshi)
Odaily星球日报讯 优必选（09880.HK）全尺寸超仿生人形机器人 U1 发布，全身有 88 个自由度，U1 Pro 价格 16.98 万元，U1 Ultra 男版和女版价格分别为 99 万元和 88 万元，轻量化半身的 U1 Lite 价格 11.98 万元。
优必选董事会主席兼 CEO 周剑表示，U1 订单量超 1.1 万台，力争今年完成这 1 万多台机器人交付。（看看新闻 News）
或受此消息影响，优必选（09880.HK）股价收盘报涨 7.48%，现报 102 港元左右。
Odaily星球日報訊 Argot Collective 與以太坊基金會（EF）聯合公告，雙方五年期資助承諾已全部履約完成，共計 4938 枚 stETH 將轉入專屬多簽錢包，分兩批解鎖：2026 年 7 月 1 日、2027 年 7 月 1 日各釋放一部分。
此前前三年資助已於去年發放完畢，剩餘兩年資金因治理、條款協商延後，現已全部敲定落地。這筆資金由 Argot、全新設立的失效保護委員會、以太坊基金會共同構成 2/3 多簽託管；獨立委員會充當爭議仲裁方，提供程式語言、編譯器專業意見，保障 Argot 開發獨立性。
Argot 表示本次資助為團隊運營提供實質保障，但生態長期挑戰仍存：以太坊基金會資金規模有限，質押、DeFi、底層協議等公共基礎設施不能長期依賴單一資助主體。團隊將維持每半年透明度報告與路線圖更新機制。
Odaily Planet Daily News The Hong Kong Monetary Authority and the Financial Services and the Treasury Bureau jointly announced the completion of the first phase of the review aimed at promoting the further application of Distributed Ledger Technology (DLT) in Hong Kong's fixed income market.
The review results show that Hong Kong's current legal and regulatory environment is sufficiently flexible to support the issuance of tokenized bonds. This is best evidenced by the three batches of landmark tokenized bonds issued by the Hong Kong government and the increasing number of corporate issuances (including those from issuers in Asia and the Middle East). The next phase will involve a legal review to promote the wider application of DLT in the fixed income market and digital asset space, including allowing the electronic execution of tokenized bond issuance documents and exploring concepts such as the "possession" and "transfer" of tokenized fixed-income products.
