24H熱門幣種與要聞｜美光財報大超預期；BTC夜間一度跌破6萬美元（6月25日）
- 核心觀點：市場整體承壓，CEX熱門幣種普遍下跌，但美光科技超預期財報及SK海力士巨額IPO凸顯AI算力需求旺盛，成為市場結構性亮點；同時，川普家族加密企業因阿聯酋投資面臨審查，以太坊基金會持倉價值跌至近6年低點。
- 關鍵要素：
- CEX 24小時熱門幣種普遍下跌，BTC、ETH跌幅均超2.5%，僅NES、ID等少數代幣逆勢大漲逾17%，市場情緒偏弱。
- 美光科技2026財年Q3營收414.56億美元，遠超市場預期354.23億美元，Q4展望也超預期，顯示AI存儲晶片需求持續火熱。
- SK海力士計劃透過納斯達克IPO籌資約294億美元，由美銀、花旗等投行承銷，旨在縮小與美光、三星的估值差距，凸顯HBM製造商資本擴張加速。
- 川普家族加密企業WLFI因阿聯酋5億美元投資遭美參議員審查，涉及總統就職前交易及後續軍售授權，引發政商利益衝突質疑。
- 以太坊基金會ETH持倉價值降至約2.09億美元，創近6年新低，反映其在市場波動中持續減持或轉移資產。
1. CEX Hot Tokens
CEX Top 10 Trading Volume & 24h Change:
- BTC: - 2.87%
- ETH: - 2.75%
- SOL: - 2.63%
- XRP: - 3.11%
- ZEC: - 0.25%
- BNB: - 2.52%
- WLD: - 3.67%
- DOGE: - 3.58%
- TRX: - 0.55%
- ADA: - 2.63%
24H Gainers (Data source: OKX):
- NES: + 174.1%
- ID: + 17.43%
- AAVE: + 10.48%
- LIT: + 10.35%
- GRASS: + 9.38%
- CELO: + 8.89%
- SWFTC: + 7.62%
- JUP: + 6.59%
- MASK: + 6.09%
- SRC: + 5.83%
24H Coin-Stock Gainers (Data source: msx.com):
- MUU: 30.56%
- KORU: 29.83%
- BNC: 18.06%
- SNXX: 17.25%
- WDCX: 16.41%
- DRAM: 15.79%
- MU: 15.42%
- COHX: 14.44%
- SOXL: 14.18%
- SEGG: 13.05%
2. Hot On-Chain Memes (Data source: GMGN):
- MAME
Headlines
Micron Technology Q3 FY2026 Revenue Reaches $41.456B, Market Expected $35.423B
Odaily News: Micron Technology (MU.O) reported Q3 FY2026 revenue of $41.456 billion, surpassing the market expectation of $35.423 billion, compared to $9.301 billion in the same period last year. (Jin Shi)
Micron Technology Forecasts Q4 Revenue of $50B, Market Expects $42.915B
Odaily News: Micron Technology (MU.O) provided a Q4 fiscal quarter revenue outlook of $50 billion, exceeding the market expectation of $42.915 billion. It anticipates an adjusted gross margin of approximately 86% for Q4, up from a previous forecast of 83.6%. (Jin Shi)
SK Hynix Aims to Raise Over $29 Billion via Nasdaq Listing
Odaily News: SK Hynix plans to raise 45.45 trillion Korean won (approximately $29.4 billion) by issuing depositary receipts on the Nasdaq exchange. The company stated in a Wednesday announcement that trading is expected to commence on July 10. The three major HBM manufacturers – Samsung Electronics, Micron Technology, and SK Hynix – are at a critical juncture for global AI development, with their products forming a key bottleneck in data center expansion.
According to data from Counterpoint Research, SK Hynix held a 57% global market share by revenue in Q4 2025. However, its valuation remains relatively lower than that of Micron and Samsung Electronics. Robust demand for memory chips has driven a sharp rally in these stocks, with SK Hynix shares surging over 300% year-to-date on the Korean exchange. A US listing will allow the company to access a new investor base and potentially help narrow the valuation gap with its competitors. Bank of America, Citigroup, Goldman Sachs, and JPMorgan Chase are leading the offering.
STRC Drops Below $82, Hits All-Time Low
Odaily News: On June 25th, STRC, a preferred stock issued by Strategy, fell below $82, currently trading at $81.83, marking an all-time low and a decline of 6.3%.
Industry News
Odaily News: According to Hyperinsight monitoring, TSMC reportedly plans to increase foundry prices for advanced processes by 5% to 10% during its massive capacity expansion phase, and disclosed the latest progress on AI chips. Susquehanna also raised its TSMC price target to $575 today, boosting TSM stock price. The TSM contract on the Hyperliquid platform is currently trading at $446, up 1.2% in 12 hours.
Yesterday, TSM briefly fell back near the on-chain average entry cost line for long positions at $437.5, before bouncing off the bottom. The price has since recovered above the cost line, bringing most net-long positions back into profitable territory.
The largest on-chain short whale holds a 3x leveraged short position of approximately $1.13 million in TSM, with an average entry price of $414.28. The current mark price is about 7.7% above its cost basis, resulting in an unrealized loss of approximately $81,100 (-20%), with a liquidation price at $559.37. Total on-chain large short positions aligned in the same direction amount to about $3.28 million, while the counterparty long position is around $1.37 million.
Bank of America, Citi, Goldman Sachs, and JPMorgan to Act as Underwriters for SK Hynix IPO
Odaily News: According to a filing by SK Hynix with the US Securities and Exchange Commission (SEC), Bank of America, Citigroup, Goldman Sachs, and JPMorgan Chase will serve as underwriters for its IPO.
Odaily News: ByteDance's AI assistant, Doubao, has officially launched its professional edition service. Based on the newly released Doubao 2.1 series model, the professional edition targets users in complex office and productivity scenarios, offering higher usage quotas and introducing, for the first time, an office task mode capable of executing agent tasks.
According to the introduction, with user authorization, the office task mode can directly operate the local computer and browser, assisting with tasks like document processing, spreadsheet management, and data organization. It also supports cross-application automated operations such as automatically posting scheduled Weibo messages. This mode includes an integrated Office suite, supporting multi-round editing and collaboration on online documents, spreadsheets, and PPTs. It also provides Skills packages for creative design, data visualization, and financial analysis, and supports user-defined skills.
Furthermore, the Doubao Professional Edition supports scheduled tasks for automatically generating daily reports and summaries. In application development scenarios, it also supports quickly building online application systems with a backend database. This database feature is currently in a grayscale testing phase.
In terms of pricing: the standard subscription plan for the Professional Edition is 68 yuan per month (recurring), accessing the Doubao 2.1 Pro model, offering over 5 times the quota for office tasks and expert modes compared to the free version. The enhanced plan is 200 yuan per month (recurring), with 4 times the quota of the standard plan. The premium plan is 500 yuan per month (recurring), offering 10 times the quota of the standard plan. Free users can still experience the office task mode powered by the Doubao 2.1 Turbo model.
Meanwhile, ByteDance is offering a special discount for university students. Certified students can purchase the standard plan for 38 yuan per month (recurring). The company will also provide an accessibility program for visually impaired users.
Strategy Stock Price Drops Below $100 for First Time Since March 2024
Odaily News: According to data from MSX.COM, Strategy's stock price fell below $100 for the first time since March 2024.
Trump Family Crypto Venture WLFI Under Senate Scrutiny Over $500M UAE Investment
Odaily News: Five Democratic senators on Tuesday urged the Republican committee chairman to immediately hold hearings to investigate the reported $500 million UAE investment in World Liberty Financial, a crypto venture linked to the Trump family.
It is reported that aides to the Abu Dhabi royal family signed an agreement four days before Trump's inauguration last year, purchasing a 49% stake in World Liberty Financial for $500 million. A $218 million prepayment has already been made to entities associated with Trump and his Middle East envoy, Steve Witkoff. Senators confirmed the backer is UAE National Security Advisor Sheikh Tahnoon bin Zayed Al Nahyan.
Since Trump took office in January 2025, his administration has approved several deals beneficial to the UAE, including a $1.4 billion weapons sale in May 2025, and authorization for the sale of over $1 billion worth of 35,000 advanced AI chips to UAE's G42 company in November. (FinanceFeeds)
Odaily News: YZi Labs Management, the management entity of YZi Labs, has announced an agreement with Nasdaq-listed company CEA Industries (BNC) to promote further optimization around digital asset strategy and corporate management. It is reported that BNC and YZi Labs will jointly search for an independent director with experience in digital assets, capital markets, and listed company governance to further improve the board structure. Former CEO David Namdar will continue in his current role during the transition period. YZi Labs has agreed to terminate its previously initiated shareholder consent solicitation action and withdraw related requests for books and records inspection and shareholder record date requests. This agreement marks the end of the previous potential governance differences between the parties, shifting towards driving the company's development through board restructuring and management optimization. (GlobeNewswire)
Project News
Ethereum Foundation's ETH Holdings Value Hits Nearly 6-Year Low, Around $209 Million
Odaily News: The value of the Ethereum Foundation's ETH holdings in USD terms has fallen to its lowest level in nearly 6 years, currently holding approximately $209 million worth of ETH. Over the past two and a half weeks, the value of its ETH holdings hit a nearly 6-year low, a level last seen below the current figure in October 2020.
Kalshi Prepares for IPO, Expected to List After 2027
Odaily News: Tarek Mansour, CEO of the prediction market platform Kalshi, stated that the company is in the early stages of planning an IPO but will not go public in 2026. Kalshi is likely to list between late 2027 and 2028. Kalshi was valued at approximately $2 billion at the end of June 2025, and its valuation rose to around $22 billion after its Series F round in May this year. Mansour stated that as the business and financial scale grow, discussing an IPO becomes a necessary step.
Odaily News: Artemis data shows that Rothera, the prediction market platform built by Robinhood, has captured 15% of the total trading volume for World Cup-related event contracts. Its daily trading volume currently exceeds $134 million, with over 2.4 million users. Its open interest has also surpassed that of Polymarket.
Salary $1M to $5M Annually, Pump.fun Development Company Hires Chief Legal Officer
Odaily News: Pump founder alon posted on X platform that Baton Corporation is hiring a Chief Legal Officer. Baton Corporation is the development company behind Pump.fun, aiming to build a global consumer brand that tokenizes the most promising early-stage ideas globally.
As the company scales, it requires a legal team matching this objective to mitigate key risks while achieving massive growth. This role will serve as the chief legal advisor alongside the General Counsel, overseeing regulatory affairs, product legal, corporate governance, and cross-border compliance. The annual salary is between $1 million and $5 million.
Investment & Financing
Coinbase Ventures Remains Active During Bear Market, Maintaining 5-6 Deals Per Month Recently
Odaily News: Coinbase Ventures stated on social media that its investment activity has not slowed down due to market cycle downturns.
Public data shows that Coinbase Ventures has invested in a total of 367 projects to date. From November 2025 to June 2026, its investment frequency has remained steady at about 5 to 6 deals per month, continuing to deploy in projects even amidst a bear market environment. Its investment pace has not slowed, maintaining roughly 5 to 6 investment transactions per month.
Sports Prediction App Onyx Odds Raises $20M, Led by Kraken Parent Payward
Odaily News: The sports prediction app Onyx Odds announced it has completed a $20 million funding round, led by Payward, the parent company of Kraken. The project primarily focuses on sports event predictions and is expanding into other trading products.
Odaily News: Blockchain data infrastructure startup Cambrian has completed a $6 million seed funding round, co-led by Franklin Templeton and Polychain Capital, with participation from Flow Traders, Selini Capital, Paper Ventures, Nomad Capital, and others.
Odaily previously reported that Cambrian also raised $5.9 million in a pre-seed round led by the a16z Crypto Startup Accelerator, bringing its total funding to $11.9 million.
On-Chain Yield Company Ground Raises $3.6M Pre-Seed Round, Led by Bain Capital Crypto and ParaFi
Odaily News: On-chain yield infrastructure startup Ground announced the completion of a $3.6 million Pre-Seed funding round. The round was co-led by Bain Capital Crypto and ParaFi, with participation from Nascent, Robot Ventures, Chapter One, Consonant Ventures, and others.
Ground provides APIs for fintech companies and asset managers, enabling them to integrate on-chain yield products within existing applications without needing to build blockchain integrations themselves. Its target customers include
