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According to Coinglass data, the cryptocurrency Fear and Greed Index is currently at 19, down 7 points from yesterday. The average over the past 7 days is 21, and the average over the past 30 days is 17.

According to a report by Cointelegraph, the latest data from Dune Analytics shows that in the first half of 2026, USDT completed approximately $95 billion in commodity payment settlements, far exceeding USDC's $14 billion; in the business-to-business (B2B) payment sector, USDT accounted for as much as 92%. On Tron, the largest network for USDT, about 93% of the token supply is held in regular wallets.In contrast, USDC has a significant advantage in the DeFi sector, with USDC processing approximately $2.6 trillion in transfers on the Base network in June, while the Ethereum network processed about $1.6 trillion. Currently, USDT and USDC together account for 83% of the total stablecoin market, which has a market value of approximately $315 billion.

According to BBX data, yesterday marked a milestone for the global largest IPO completion index, with a historic turning point in the valuation logic of AI transformation in mining companies. The core dynamics are as follows:SpaceX, Inc. (NASDAQ: $SPCX) reported on July 7 that the company was officially included in the Nasdaq 100 index this week, becoming the first in history to have the largest single IPO ($75 billion) included in the Nasdaq 100. CoinDesk also issued a historic warning: "The last two largest new constituents added—Palantir ($PLTR) in December 2024 and Strategy ($MSTR) in early 2025—both experienced a phase decline after inclusion, rather than starting a new round of increases"; analysts pointed out that passive funds tracking the Nasdaq 100 complete "forced buying" at the time of inclusion, and if there are no new fundamental catalysts afterward, stock prices often pull back after technical buying subsides. Specific risks currently facing SpaceX include: a net loss of approximately $4.27 billion in Q1 2026 (mainly due to xAI integration expenses), a $2 billion bond issuance plan, and a 3.4% equity dilution from the $60 billion acquisition of Cursor/Anysphere; Morningstar maintains a fair value estimate of $62 per share, indicating about a 70% implied downside from the current market price. For the market holding SpaceX Bitcoin (18,712 coins, approximately $1.2 billion, held in Coinbase Prime), the inclusion in the Nasdaq 100 will trigger a larger scale of SPCX holdings by passive funds, further bridging the gap between traditional index investors and indirect exposure to Bitcoin assets.TeraWulf Inc. (NASDAQ: $WULF) according to the latest analysis, the company's high-performance computing (HPC) leasing revenue in Q1 2026 reached $21 million, accounting for about 62% of the total revenue of $34 million, surpassing Bitcoin mining revenue for the first time—this marks TeraWulf's first historic revenue structure reversal after transitioning to an AI/HPC infrastructure company, with a 117% increase from the $9.7 million HPC revenue in Q4 2025. The company has currently signed over 522 megawatts of AI/HPC leases with Core42 and Fluidstack, with an expected annual high-margin revenue of approximately $630 million; the energy structure consists of nuclear power + hydropower, with an average electricity cost of about $0.035 per kilowatt-hour, one of the lowest among similar mining companies. The company is also developing a new campus in Kentucky, adding approximately 480 megawatts of grid access capacity; analysts have significantly raised their target price ranges, with Keefe Bruyette & Woods raising from $23 to $37, Clear Street from $26 to $38, Jefferies initiating coverage with a Buy rating and a target price of $37, and BTIG raising at the same time. The company's stock price has increased by approximately 88% year-to-date in 2026, leading the gains in the mining sector.

Circle's Senior Director of Strategy and Policy for the EU, Patrick Hansen, cited the temporary registration data from the European Securities and Markets Authority (ESMA) to release statistics on compliant institutions one week after the full implementation of the regulations. Currently, there are 21 authorized Electronic Money Token (EMT) issuers in the EU, distributed across 12 member states, with a total of 35 EMTs issued, pegged to 8 types of fiat currencies; among them, France continues to lead other member states with 6 licensed issuers.Meanwhile, the current number of approved Asset-Referenced Token (ART) issuers remains at 0, while the total number of registered Crypto Asset Service Providers (CASP) under the MiCA framework has exceeded 270.

The Zcash development team announced plans to introduce formal verification through the upcoming new privacy pool Ironwood, using mathematical proofs to eliminate the risk of "undetectable inflation vulnerabilities."According to previous news, although the vulnerabilities in the Orchard shielded pool have been fixed and there is no evidence of exploitation, the community decided to launch a brand new Ironwood shielded pool and conduct comprehensive formal verification of its protocol, as it is theoretically impossible to confirm whether hidden inflation has occurred through on-chain history.

According to Coinglass data, the cryptocurrency Fear and Greed Index is currently at 26, up 3 points from yesterday. The average over the past 7 days is 20, and the average over the past 30 days is 17.

The decentralized stablecoin USDD officially released its June transparency report, which shows that as of the end of June, the total collateral assets of USDD reached $2.03 billion, with a peak circulation of $1.42 billion for the month, and an end-of-month over-collateralization rate of 149.35%, demonstrating strong stability and risk buffer capacity. Additionally, Smart Allocator generated new earnings of $216,000 for the month, with cumulative earnings reaching $2.129 million.In terms of ecological progress, Morpho successfully launched the PT-s USDD market and has integrated with Singularry AI; the sUSDD TVL on the Pendle market has surpassed $30 million.These core data and significant progress in the ecosystem indicate that USDD continues to strengthen stability and enhance capital efficiency, while consolidating its position in the decentralized stablecoin market. The USDD official stated that it will continue to enrich the treasury product line and deepen DeFi ecosystem integration, creating the most trusted stablecoin infrastructure.

Vitalik Buterin posted that there is a winner in the AI anonymous recognition challenge experiment he previously initiated. In this experiment, he wrote the Chinese version of EIP-7503 (Zero-Knowledge Wormhole) in 2024, manually corrected after using Qwen 2.5 for local translation, in an attempt to hide his identity.The article states that although the prose style was effectively blurred, the AI successfully identified it by detecting unique thinking habits in mathematics and algorithm explanations (such as specific numerical examples and logical chains), completely bypassing its obfuscation strategy that only targeted prose.

The Central Cyberspace Affairs Commission recently announced the progress of the first phase of the "Clear and Bright: Rectifying AI Application Chaos" special action. Since its launch in April 2026, this action has focused on issues such as large models not being registered as required, insufficient review and filtering capabilities, AI data poisoning, and inadequate implementation of content labeling. As of now, the first phase has dealt with over 14,000 AI products, including non-compliant websites, applications, and intelligent agents, cleaned up more than 6 million illegal and non-compliant pieces of information, handled over 26,000 non-compliant accounts, and removed over 1,300 non-compliant AI products and 9 non-compliant open-source datasets.During the special action, many local cyberspace departments have taken targeted measures such as establishing coordinated regulatory mechanisms and setting up reporting areas. Key platform companies such as Huawei, Alibaba, Zhiyu, and DeepSeek have also successively improved their registration review, content interception, and data anomaly detection mechanisms. The Central Cyberspace Affairs Commission stated that the next phase of governance will focus on cracking down on prominent issues such as the use of AI technology to create and disseminate false information, spread vulgar content, impersonate others, infringe on the rights of minors, and engage in internet water army activities, further increasing enforcement efforts and urging platforms to enhance their prevention and governance capabilities.

According to Coinglass data, the cryptocurrency Fear and Greed Index is currently at 23, down 1 point from yesterday. The average over the past 7 days is 18, and the average over the past 30 days is 16.

Hyperliquid founder Jeff posted on platform X that VALR, the largest cryptocurrency exchange in Africa, will directly utilize Hyperliquid's on-chain liquidity to support its core perpetual contract products. This is a significant milestone that will redefine the way the next generation of financial applications are built.The breakthrough in cloud computing lies in the ability for any startup to quickly test its ideas and rest assured that the infrastructure will scale as the business grows. As the most liquid global venue for assets like BTC, Hyperliquid will play the same role in the global economy. By leveraging the deepest on-chain liquidity, builders can shift their focus back to their products and users. Heartfelt congratulations to the VALR team. We are honored that they chose to build on Hyperliquid. Looking forward to expanding together.

Michael Saylor stated that the biggest evolution of Bitcoin in the next decade will come from fewer changes at the protocol layer and a greater role in other areas. He believes that the foundational layer of Bitcoin will become more solid, capital markets will continue to deepen, applications will expand, institutions will enter, and the world will build on Bitcoin. Bitcoin is not a tech stock, a payment company, or a software platform competing to add features, but a monetary network whose purpose is not to act quickly and disrupt things, but to move slowly and remain unbroken.Saylor indicated that Bitcoin has won the first important battle, and the world is increasingly understanding that Bitcoin is digital capital, possessing attributes such as scarcity, durability, portability, divisibility, programmability, and global transferability. The strongest version of Bitcoin is not to "replace all payment rails," but to become a neutral, global, scarce asset around which capital, credit, and commerce are organized. The foundational layer is not optimized for coffee payments, but designed for final settlement, reserve assets, collateral settlement, and ultimate ownership transfer.He believes that the four-year cycle of Bitcoin is still important, but no longer the dominant model. In the next decade, Bitcoin's price movements will be driven less by miner issuance and more by capital flows from ETFs, corporate treasuries, sovereign reserves, bank credit, derivatives, insurance, collateral, and global savings. Halving will tighten supply, while capital flows will determine the growth trajectory. Digital credit will accelerate Bitcoin adoption, connecting Bitcoin capital with the broader financial system.Saylor stated that the main question in the next decade is not whether Bitcoin can survive, but whether economic exposure is still connected to real Bitcoin or if too much "paper Bitcoin" is being formed. Custodial transparency, proof of reserves, risk management, capital structure, and counterparty risk will all become important.He expects that by 2036, Bitcoin will be more widely held, more deeply institutionalized, more politically significant, and become an important collateral asset in the digital credit market; while the foundational protocol itself may change less than everything built around it.

According to Coinglass data, the cryptocurrency Fear and Greed Index is currently at 24, up 3 points from yesterday. The average over the past 7 days is 17, and the average over the past 30 days is 16.

According to Coinglass data, the cryptocurrency Fear and Greed Index is currently at 21, down 1 point from yesterday. The average over the past 7 days is 16, and the average over the past 30 days is 15.

Moonbeam, a Polkadot parachain, announced on platform X that it will launch a brand new Moonbeam protocol, transforming into a decentralized AI Agent communication and settlement network for the future on-chain economy. At the same time, the GLMR token will migrate to Base at a 1:1 ratio, becoming a native ERC-20 token.Cross-chain migration is now open, with a deadline of July 31, 2026. The official statement indicates that users holding GLMR on centralized exchanges do not need to take any action.

According to SolanaFloor data, Solana set multiple new highs in key metrics in the second quarter of 2026, including tokenized stock spot trading, dApp revenue, on-chain transaction activity, and perpetual futures nominal trading volume.Among them, the trading volume of Solana tokenized stocks reached $4.84 billion, with a market share exceeding 96%; the quarterly revenue of ecological applications was $257 million, ranking among the top of all public chains for the 9th consecutive quarter.

According to Coinglass data, the cryptocurrency Fear and Greed Index is currently at 22, an increase of 4 points from yesterday. The average over the past 7 days is 15, and the average over the past 30 days is 15.

Paymentscan data shows that the total recharge amount of cryptocurrency payment cards has surpassed $10 billion for the first time, reaching approximately $10.33 billion, an increase of 82% since the beginning of the year and about 250% year-on-year. This data reflects the cumulative recharge scale of cryptocurrency payment cards and related payment projects, rather than the trading volume of cryptocurrency exchanges.Reports indicate that stablecoins are becoming the main driving force behind the popularity of cryptocurrency payment cards. Compared to volatile assets like Bitcoin, stablecoins can complete payment settlements through traditional card networks, lowering the access threshold for merchants and making them more suitable for cross-border payments, remittances, and daily consumption scenarios in high-inflation areas.As payment companies, cryptocurrency exchanges, and asset management institutions continue to improve stablecoin infrastructure, cryptocurrency payment cards are gradually becoming an important gateway connecting digital assets to real-world consumption. However, as the scale of application expands, regulatory agencies will also pay more attention to issues such as consumer protection, sanctions screening, tax reporting, reserve asset transparency, and transaction monitoring.