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According to on-chain data monitored by Catcher Predict, significant capital movements are predicted in the Polymarket market. A large whale invested $62,604.81 in the "Brazil vs Japan - More Markets" event, specifically on "O/U 2.5". Based on the current transaction price, the latest corresponding winning probability for this bet is 57%.

According to SoSoValue data, as of 8 AM Eastern Time on June 29, 2026, the total net purchase of Bitcoin by global listed companies (excluding mining companies) for the week was $14.65 million, a decrease of 83% compared to last week.Strategy (formerly MicroStrategy) did not purchase Bitcoin last week. At the same time, Strategy announced two securities repurchase plans, each up to $1 billion, targeting Class A common stock and digital credit preferred stock led by STRC, with an annual dividend yield of 8% to 10%, aiming to optimize the capital structure without consuming existing dollar reserves. To fund the aforementioned repurchases and support daily capital expenditures, the board also approved a Bitcoin liquidation plan, allowing the company to generate up to $1.25 billion in additional revenue by selling Bitcoin to replenish dollar reserves, and to pay maturing preferred stock dividends and interest expenses (or to replenish dollar reserves after such payments) when management deems it more beneficial than issuing Class A common stock or other capital market transactions, as well as to provide additional funding support for the two repurchase plans (including related taxes and transaction fees). Although this move by MicroStrategy releases the liquidation authorization, it currently serves only as a reserve shield for repurchases, with actual "momentum not sold"; its core logic has shifted from the initial "aggressive expansion of the balance sheet" to the refined operational phase of "utilizing crypto assets to optimize equity capital structure and reduce the capital cost generated by high-yield stocks."The Japanese listed company Metaplanet did not purchase Bitcoin last week, marking ten consecutive weeks without purchases.In addition, two other companies purchased Bitcoin last week. Hong Kong's global digital health, consumer goods sales, and artificial intelligence computing power technology group CIMG announced that it has just completed the first phase of a large stock and warrant issuance, receiving $13.5 million paid in Bitcoin (207.7 Bitcoins at an average price of $65,000), bringing its total holdings to 937.7 Bitcoins; Brazilian Bitcoin company OrangeBTC announced on June 29 that it invested $4.9 million to purchase 74 Bitcoins at a price of $66,233, bringing its total holdings to 3,896 Bitcoins.As of the time of writing, the total amount of Bitcoin held by the global listed companies (excluding mining companies) in the statistics is 1,142,484 Bitcoins, an increase of 0.02% compared to last week, with a current market value of approximately $6.852 billion, accounting for 5.7% of Bitcoin's circulating market value.

FameEX Exchange, which just celebrated its 8th anniversary, will hold a side event, AI Agents Night, with GAEA Ventures during Tokyo WebX 2026.Today, AI Agents are evolving from conversational models into on-chain autonomous executors, handling intent parsing, multi-step transactions, and dynamic asset allocation. This event will bring together Web3 founders, investors, and developers to discuss the future of cross-ecosystem collaboration and AI-driven trading architecture.

Early space fintech company Nebex, founded by former Axiom Space CEO Tejpaul Bhatia, announced the completion of a $30,000,000 seed round financing, led by Google Ventures, a subsidiary of Alphabet.

According to DataCenterDynamics, Bitcoin mining company and data center Hive Digital Technologies announced that it will raise $100 million by issuing zero-coupon convertible senior notes maturing in 2031 to further expand its computing power infrastructure.In addition, the company has signed a non-binding letter of intent (LOI) with a Swedish sovereign technology company that has an investment-grade credit rating, intending to lease approximately 30MW of computing power resources at its data center for a term of up to 10 years.According to the agreement, Hive will deploy approximately 25MW of IT computing capacity and plans to use up to 10,000 Nvidia GB300 GPUs; however, the letter of intent still requires further negotiation and the signing of a final formal agreement.

According to the latest social media news from CoinGecko, Gate is competing with platforms like Coinbase and OKX for the increase of EU users. Gate continues to advance its European compliance process, and Gate Group's Malta entity, Gate Europe, has obtained European MiCA and PI licenses under the supervision of the Malta Financial Services Authority (MFSA), strengthening its global compliance framework.In addition, relying on a rich array of trading products, robust platform services, and global operational capabilities, Gate actively meets the growing demand for digital asset trading in the European market. This layout not only enhances Gate's localized service capabilities in the European market but also provides solid support for the platform in terms of user trust, fund security, compliance operations, and long-term market expansion, highlighting its compliance competitive advantage among global crypto trading platforms.

On June 29, WEEX announced that the platform has launched the $GetRichQuick 0 transaction fee event: New users who net recharge 100 U and have their first transaction as GetRichQuick/USDT spot can receive a reward of 10 USDT; both new and existing users whose $GetRichQuick spot trading volume reaches 100 U can participate in sharing a prize pool of 10,000 USDT based on trading volume rankings; invite friends to participate in this event to earn up to 1,000 USDT in rewards. Event time: 6/26 18:00 - 7/3 18:00 (UTC+8).

According to The Block, influenced by the maturation of the crypto market and the rapid development of emerging technologies, several leading crypto venture capital firms are shifting their investment focus from the pure crypto sector to a broader "frontier technology" track, involving AI, robotics, fintech, and biotechnology.It is reported that Framework Ventures and Haun Ventures have recently raised $400 million and $1 billion funds respectively to support cross-domain layouts; Paradigm is planning to raise up to $1.5 billion for a frontier technology fund; and the former Binance incubator YZi Labs has also ventured into the fields of AI and biotechnology.Industry investors analyze that the core reasons for this strategic shift are the demand for capital deployment brought about by the expansion of fund sizes, the decrease in high-quality pure crypto projects, and the increasing integration of adjacent technologies such as blockchain and AI. Some venture capitalists predict that as cryptocurrencies gradually integrate into a broader technology ecosystem, the exclusive label of "crypto VC" may gradually fade, and the market will ultimately differentiate into large multi-strategy investment funds and a few vertical investors focused on digital assets. However, some institutions like a16z Crypto and Dragonfly still insist on deepening their investment strategies in the pure crypto sector.

The Ministry of Commerce of China announced that it has included 20 entities, including the Japan Defense Research Institute and Mitsubishi Electric Defense and Space Systems Corporation, in the "Control List" for dual-use items export, and has placed another 20 entities, including Mitsui E&S Holdings, on the "Watch List."According to the regulations, China will completely prohibit the export or transfer of dual-use items originating from China to entities on the "Control List"; for entities on the "Watch List," strict end-use reviews will be implemented, and any export applications related to military use will be rejected. A spokesperson for the Ministry of Commerce stated that this move aims to safeguard national security and curb Japan's trend of "remilitarization," and the relevant measures only target a small number of specific entities' dual-use items, without affecting normal economic and trade exchanges between China and Japan.

According to BBX data, last weekend Japan's largest financial group completed the most important cryptocurrency acquisition, and U.S. bipartisan senators launched a new regulatory offensive against prediction market platforms. The core developments are as follows:SBI Holdings, Inc. (Tokyo Stock Exchange: 8473) announced the acquisition of the Japanese cryptocurrency exchange Bitbank (privately held) for approximately $289 million. After the transaction is completed, SBI's cryptocurrency business will surpass all competitors, creating Japan's largest cryptocurrency exchange. SBI Holdings is one of Japan's largest independent financial services groups, already owning cryptocurrency-friendly network bank SBI Shinsei Bank, cryptocurrency asset custodian SBI Digital Asset Holdings, and multiple Bitcoin mining and cryptocurrency venture capital investments. Bitbank is one of Japan's largest spot BTC exchanges and holds an official cryptocurrency exchange license from the Financial Services Agency (FSA) of Japan. This acquisition marks a shift for traditional Japanese financial institutions from "strategic trial" in the cryptocurrency sector to "scale acquisition dominance," alongside the joint stablecoin plan of the three major banks: Mitsubishi UFJ ($MUFG), Sumitomo Mitsui ($SMFG), and Mizuho ($MFG) (targeting March 2027), forming the most intensive wave of cryptocurrency layout in Japan's financial industry by 2026.U.S. Senators John Curtis (Republican, Utah) and Adam Schiff (Democrat, California) reported on June 28 that they jointly sent a letter to the CFTC, urging it to conduct a formal investigation into the prediction market platform Polymarket (privately held), citing a "concerning" investigative report regarding Polymarket's "deceptive marketing" practices, which accused it of systematic misleading in user acquisition and risk disclosure. This is the third regulatory offensive against prediction market platforms initiated by Congress this year (previously, the House Oversight Committee launched an insider trading investigation on May 22); the two senators come from different parties, which is significant. For Robinhood Markets, Inc. (NASDAQ: $HOOD), this investigation poses indirect pressure—Robinhood's prediction market/event contract business (which achieved a record daily trading volume in June) faces the same regulatory qualitative disputes as Polymarket; however, Robinhood's defensive advantage lies in its ongoing application for a CFTC Designated Contract Market (DCM) license, providing a clearer compliance path compared to Polymarket.

According to the Chosun Ilbo, the revised listing regulations for increasing the retention threshold in the South Korean stock market will be implemented on July 1. Some KOSDAQ DAT (Digital Asset Treasury) listed companies that have profited from investing in crypto assets are facing delisting risks.Data from the Korea Exchange shows that on June 26, Bitmax fell 6.3% to 1,228 KRW, with a market capitalization of 13.1 billion KRW, below the lower limit of 20 billion KRW for the second half of the year; Parataxis Ethereum has a market capitalization of 26.8 billion KRW, and BitPlanet has a market capitalization of 33.1 billion KRW. However, Parataxis Ethereum has not met the adjusted standard of 30 billion KRW set for January next year, and Parataxis Korea has been transferred for substantial review of its listing qualifications and suspended since April due to capital erosion.The delisting crisis is mainly influenced by the weakness of crypto assets and the outflow of funds from KOSDAQ. If the trend of declining market capitalization continues, related DAT companies may gradually enter the delisting process starting from early next year, beginning with Bitmax.

According to a report by Crypto Briefing, Fidelity Digital Assets stated in its report that by the end of 2025, the number of publicly traded companies holding at least 1,000 bitcoins will increase from 22 at the end of 2024 to 49. Currently, these companies control nearly 5% of the bitcoin supply. Among them, Strategy holds approximately 847,000 bitcoins, Twenty One Capital holds about 43,500 bitcoins, Metaplanet holds around 40,000 bitcoins, and MARA Holdings holds about 36,000 bitcoins.As of early June 2026, between 170 and 199 publicly traded companies hold approximately 1.265 million bitcoins, accounting for 6% of the total supply, valued at around $76 billion. In May 2026, publicly traded companies net added 43,557 bitcoins, with companies like SpaceX also appearing on the holding list.

Aave founder Stani Kulechov posted that Aave is expanding its business boundaries from crypto assets to traditional assets, launching securities collateral loans and securities lending services.Aave executive Luigi D'Onorio DeMeo pointed out that the global securities lending market has a borrowing scale of approximately $4.6 trillion and annual revenue of about $35 billion, but most of the profits are captured by brokers and platforms (such as Robinhood, Schwab), and users typically only receive a small percentage of the lending fees.Aave plans to allow users to directly tokenize stocks (such as AAPL, TSLA) on-chain as collateral or lending assets through V4, earning the full lending rate, and providing advantages such as real-time transparent pricing, no re-collateralization, and no intermediary cuts, in order to compete for market share in the traditional securities lending market.

According to Jinshi, the panic index VIX briefly touched a two-week high, rising 1.42 points to 20.31.

According to Gate market data, the Philadelphia Semiconductor Index's intraday decline has expanded to over 5%.

According to a report by Reuters, Carlos San Basilio, the chairman of Spain's market regulator CNMV, stated that for cryptocurrency companies that fail to obtain the EU MiCA license by the end of June, the regulator will not grant any extensions or exemptions, and large platforms must exit the EU market in accordance with regulations.The regulator is maintaining close communication with unauthorized companies, focusing on their exit plans and arrangements for the transfer of customer assets to protect investor rights. He also warned that investors who engage in new transactions on unauthorized platforms will no longer enjoy protection under the MiCA framework.

According to Cointelegraph, the Australian Securities and Investments Commission (ASIC) announced an extension of the temporary enforcement exemption period for digital asset businesses applying for an Australian Financial Services (AFS) license until September 30, 2026, extending the previous deadline of June 30 by three months.This extension also broadens the scope of the exemption, including digital asset businesses operating through authorized representatives or arrangements with licensed company intermediaries in the transitional protection period. ASIC stated that since the update of the digital asset regulatory guidelines in October 2025, approximately 30 license applications have been received.It is noteworthy that this extension is independent of Australia's "Digital Asset Framework," which was passed by Parliament in April this year and is scheduled to officially take effect on April 9, 2027. ASIC warned that businesses licensed under the current guidelines may still need to obtain additional authorizations after the new framework is implemented.

In the past 24 hours, the cryptocurrency derivatives market experienced massive liquidations, with a total liquidation amount of approximately $1 billion, and Ethereum's liquidation amount exceeded that of Bitcoin. At the same time, Bitcoin contract open interest rose for the second consecutive day to 778,000 BTC, with a sharp increase in open interest at the end of Thursday indicating that Bitcoin traders are adding short positions in a downtrend. In contrast, Ethereum contract open interest has remained stable at around 14 million ETH since June 15, and Ethereum traders have not actively shorted during the decline.The 24-hour cumulative trading volume difference adjusted for open interest shows that short positions continue to dominate among the top 25 cryptocurrencies, with only BNB, SOL, and TON as exceptions. Meanwhile, the 30-day annualized implied volatility index for Bitcoin surged to 53%, the highest since June 7; the volatility index for Ethereum rose to 66%. In the cryptocurrency options market, last week the skew for Bitcoin options approached 30%, with significant premiums for put options. In large trades, put options with a strike price of $53,000 expiring on July 10 have appeared, reflecting strong demand for downside hedging.

Stablecoin native payment company Daya has completed a $2.4 million Pre-Seed round of financing, led by Hivemind Capital, with participation from Lattice, Alliance, Globelink, and the Aptos Foundation. Daya was co-founded by Nigerian entrepreneurs Aleph L and Paul Joe, who previously co-founded Helicarrier (an early African crypto exchange and stablecoin remittance platform) and have worked at Circle, Microsoft, and Lyrik Ventures. It is reported that Daya aims to build a financial operating layer for cross-border businesses in Africa, integrating local banks, foreign exchange, crypto withdrawals and deposits, and payment processors through a single dashboard to achieve automated routing of optimal payment paths.

The AI infrastructure project Orthogonal announced the completion of a $4.3 million financing round, led by Pantera Capital, with participation from Y Combinator, Pioneer Fund, Decasonic, and other institutions.