SPCX 將於 7 月 7 日美股開盤時納入那斯達克100指數，帶來市場關注與潛在被動資金流入。但其短線價格已走弱，交易者需重點觀察成交量、價格表現及動能能否確認持續需求。

Nomura Bets on AI Server Demand Transmitting to Japan's Niche Materials Sector

A rally driven by capital inflows is usually more sustained and healthier; a rally driven by sentiment and presidential remarks often comes quickly and fades just as fast. The current situation seems closer to the latter.

日圓兌美元逼近162，槓桿基金淨空頭升至2007年以來高點。市場認為干預只能放大短線波動，難改弱勢方向，後續走勢仍取決於日本央行、聯準會利率路徑及空頭倉位變化。

With layoffs at the EF, the successive establishment of Ethlabs and EI, Ethereum is systematically decentralizing protocol development, R&D translation, and institutional adoption across different organizations.

此前 Strategy，在納入日前後見頂。

YGG團隊不認為加密消費者市場或Web3遊戲市場能在短期內復甦。

高估值下，微小的營收缺口、代工虧損隱憂及對AI資本支出見頂的擔憂被放大。市場邏輯已從看利潤增速轉向看現金流與股東回報，最終觸發資金獲利了結。

The AI narrative is not over yet, but funds are shifting from the broad CapEx thesis to verifiable areas such as storage, optical interconnect, power, and data center infrastructure.

昨天剛爆料輝達「Kyber機架」項目延遲，今天SemiAnalysis又甩出重磅預測：2029年AI債務將突破7兆美元。輝達正以自己「AA級」信用為這筆天量融資兜底，化身「AI央行」。

Two main approaches are: directly entering jurisdictions with mature regulatory frameworks, and adopting the technical path of on-chain native platforms.

Samsung and SK Hynix still supported by AI, chasing short-term gains faces a test

Current options data is becoming important.

MiCA 的 CASP 授权到底如何分类、不同平台面临的监管要求有何差异？

韩国BTC财库上市公司K Wave Media清仓，退出比特币财库公司行列。

谁先给总统一个面子，总统就先给谁一个好果子。