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According to monitoring by Blockaid, Summer.fi is currently under attack and has had approximately 6 million dollars stolen.

Last weekend's unexpected cold non-farm data reversed the consecutive decline of gold and silver over the past few weeks. On July 6, after a rebound in gold prices, a high-level narrow fluctuation market emerged. According to data from the Gate platform, gold (XAU) is currently priced at $4165.04, with a 24-hour decline of 0.26%; silver (XAG) is currently priced at $61.94, with a 24-hour decline of 1.13%. In the correction market, trading of gold and silver-related contracts is active. Data from the CoinGlass platform shows that the Gate XAU contract has a position amount of $155 million, ranking among the top two in the industry, with a 24-hour trading volume of $47.5522 million; the Gate XAG contract has a position amount of $60.9402 million, also ranking among the top two in the industry, with a 24-hour trading volume of $30.6943 million.

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.

According to SoSoValue data, during this week's trading days (Eastern Time June 28 to July 2), the net inflow of XRP spot ETFs was $17.19 million.The XRP spot ETF with the highest net inflow this week was Bitwise ETF XRP, with a weekly net inflow of $7.919 million, bringing the total historical net inflow of XRP to $501 million. The second was Canary ETF XRPC, with a weekly net inflow of $6.3886 million, bringing the total historical net inflow of XRPC to $467 million.As of the time of writing, the total net asset value of XRP spot ETFs is $988 million, with an ETF net asset ratio (market value compared to the total market value of XRP) of 1.47%, and the historical cumulative net inflow has reached $1.49 billion.

According to monitoring by Catcher Predict, in the predicted market event "Boston Red Sox vs. Los Angeles Angels" on Polymarket, the "Boston Red Sox" option in the sub-market "Boston Red Sox vs. Los Angeles Angels" has experienced a dramatic fluctuation in winning probability, soaring from 80.5% an hour ago to the current 96.7% (a fluctuation of 16.2%). Please note the impact of relevant breaking news.

According to token unlocking data from the Crypto asset data platform RootData, Unitas (UP) will unlock approximately 9.38 million tokens at 0:00 on July 13, Beijing time, worth about 3.01 million USD.

According to on-chain analyst Ai Yi's monitoring, a certain address opened a $38.07 million BTC 20x long position at 8:30 AM today, becoming the TOP6 position on Hyperliquid BTC. Currently holding 600 BTC, the opening price was $63,476, while setting take profit and stop loss points: take profit 200 BTC when the price rises to $65,000, take profit 100 BTC when it rises to $66,000, and stop loss 200 BTC when it falls to $60,000.

According to CryptoQuant data, the capital efficiency of Bitcoin in each bull market cycle is significantly decreasing. In the 2011 cycle, approximately $2.8 billion in net inflows drove a rise of about 55,000%; in 2015, about $69 billion corresponded to nearly 10,000%; in 2018, about $365 billion corresponded to about 2,000%; and in this cycle since 2022, about $697 billion has only produced a 689% return.In 2011, about $5 million in new funds could double the price of Bitcoin, while this cycle requires about $101 billion. CryptoQuant founder Ki Young Ju stated that this means Bitcoin needs to become a core macro asset rather than just a retail-driven ETF trade. The next parabolic market needs to attract over $1 trillion in new funds, far exceeding the current level of institutional adoption. However, this argument faces real challenges: the U.S. spot Bitcoin ETF has seen record outflows in the past month, Bitcoin ended the first half of the year at a loss, and retail funds are withdrawing rather than institutional funds accelerating inflows.

According to a report by Reuters, benefiting from the ongoing tight supply of memory triggered by the rapid development of AI and a significant increase in chip prices, Samsung Electronics' operating profit for the second quarter of this year is expected to surge approximately 18 times year-on-year, reaching about 86 trillion won (approximately 56.35 billion USD). This will mark the company's third consecutive quarter of setting a historical high for operating profit. Analysts point out that, in addition to high bandwidth memory (HBM), the popularity of complex applications such as Agentic AI has also greatly driven strong demand for traditional DRAM and NAND products, and it is expected that the supply-demand imbalance in the memory market will last at least until next year.Despite the strong performance expectations, analysts warn that due to Samsung's previous agreement to allocate 10.5% of the operating profit from its semiconductor division as special bonuses for employees to avoid strikes, the timing of this substantial reserve may cause the actual reported profit for the second quarter to be slightly lower than market expectations. Additionally, affected by the rising costs of memory components, Samsung's mobile business is facing severe pressure on profit margins, and the industry expects that it may need to further raise prices for terminal products such as smartphones in the second half of the year to alleviate cost pressures.

According to ChaoXiang Research, the latest global semiconductor weekly report from JPMorgan points out that the Philadelphia Semiconductor Index saw an increase of 88% in the second quarter, marking the strongest single-quarter performance in the index's history. However, institutions believe that this increase is difficult to sustain unless profits are realized or the capital expenditure growth of cloud vendors truly slows down.Position data shows that the momentum factor holdings have fallen 17% from the June peak. After hardware semiconductor crowded long positions outperformed crowded short positions by nearly 40 percentage points in June, there have been continuous net sell-offs in July. The overall position percentile of U.S. stocks has dropped from the 60th percentile to the 40th percentile within a month.

According to monitoring by Lookonchain, an unusual transaction by a certain whale showed that 1,126.44 ETH (worth about 2.01 million USD) was exchanged for 5,776 LIT (worth about 14,000 USD), resulting in an on-paper loss of nearly 2 million USD.The transaction price deviated extremely from the market value, leading to significant slippage losses.

According to the Goldman Sachs report on "China's AI Computing Power" disclosed by P Equity Research, China is accelerating the construction of a national computing power network, with related infrastructure projects expected to attract 7 trillion yuan in investment by 2026. In the next five years, investment in data centers is projected to reach about 2 trillion yuan. Currently, funds and technology are being massively transferred to western computing power hubs, while data centers in first-tier cities are transforming to focus on ultra-low latency computing, edge nodes, and AI inference. Although GW-level clusters with over 100,000 chips remain scarce domestically, in typical GW-level computing power parks, workloads are primarily composed of inference, which accounts for more than half, as well as training and full-stack R&D.The report predicts that by 2026, the market share of domestically produced AI acceleration chips is expected to exceed 50%. Among them, Huawei and Alibaba's Pingtouge lead the domestic camp with shares of 20% and 7%, respectively, but Nvidia currently maintains overall market dominance with a 55% share. In terms of cost and performance, domestic chips have capital expenditures on IT power consumption that are 40% to 50% lower than imported chips, but due to performance gaps, their capital expenditures per unit of computing power are 2 to 4 times that of imported chips, and the computing power generated per unit of power consumption is only 10% to 30% of that of imported chips. Additionally, the daily average token output of Huawei's 910B/910C servers is about one-sixth to one-third of that of Nvidia's H800, resulting in significantly lower API profit margins based on that hardware compared to peers using Nvidia hardware.

According to the forecast data released by The Kobeissi Letter, the investment boom in the AI sector is reshaping the structure of the U.S. economy. It is expected that by 2027, the capital expenditure of the five major tech giants—Alphabet, Amazon, Meta, Microsoft, and Oracle—in the AI field will account for about 3.2% of the U.S. Gross Domestic Product (GDP).If this forecast comes to fruition, it will mark the first time in U.S. history that annual AI capital expenditure exceeds national defense spending (which is expected to account for about 2.7% of GDP next year).Data shows that this year (2026), the AI capital expenditure of these five companies is expected to exceed $800 billion, with its share of GDP sharply rising from 1.5% in 2025 to around 2.5%, nearing the estimated 2.7% for defense spending. By 2027, this figure is expected to soar further, reaching a record $1.1 trillion.

According to Onchain Lens monitoring, a wallet associated with Abraxas Capital, which has accumulated a profit of 173.75 million dollars on Hyperliquid, has deposited 2 million dollars back into the platform.Currently, the total position size of this account is approximately 35.92 million dollars, with 98.5% of the risk exposure concentrated in short positions.

CryptoQuant analyst Darkfost pointed out that Bitcoin's Sharpe ratio has once again reached an extreme negative territory, slightly rebounding after falling below -20. The Sharpe ratio is used to measure the relationship between investment risk and return, with a negative value indicating higher risk relative to current returns, which aligns with Bitcoin's third consecutive quarter of decline (with the latest quarter down 16.1%).Historically, such extremely pessimistic periods often last for several weeks to months and correspond to a new bottom-building phase, followed by a price restart. The analyst stated that the data suggests we are currently approaching this phase, but it is important to note that this observation belongs to a long-term time frame.

According to Bitcoin News, analyst @gaah_im reported that the Bitcoin miner cycle pressure composite index has fallen to a new low for 2026, entering the historically "undervalued" range. This indicator combines the Puell Multiple and the inverse miner capitulation index, both of which measure the dynamics of miner income and costs, and their synchronous signals have historically been strong indicators of Bitcoin cycle bottoms.Previously, this composite index has synchronized crashes that occurred near major Bitcoin bottoms in 2015, 2018, 2020, 2022, and 2024. The only previous time this composite index touched 0 was during the capitulation period in 2015, when Bitcoin fell from about $300 to $160 within a week. This indicator is exhibiting similar behavior in 2026, marking that miner pressure has once again reached a historically rare level.

According to Coinglass data, if ETH falls below $1,692, the cumulative long liquidation intensity on mainstream CEX will reach $549 million. Conversely, if ETH breaks above $1,866, the cumulative short liquidation intensity on mainstream CEX will reach $463 million.

According to Coinglass data, if BTC breaks through $65,774, the cumulative short liquidation intensity on mainstream CEX will reach $825 million. Conversely, if BTC falls below $59,989, the cumulative long liquidation intensity on mainstream CEX will reach $750 million.