News linked to both this project and an event.
according to Lookonchain monitoring, a whale has been consistently accumulating ETH, withdrawing 49,400 ETH (worth $84.3 million) and 250 WBTC (worth $15.66 million) from Binance since June 30.
Citrini analyst Jukan posted on X platform, stating that according to information from an expert conference call, the launch of Nvidia's next-generation Rubin architecture products might be postponed again, to the point where he "cannot even take a Saturday off."It is understood that Rubin is the next-generation AI chip architecture developed by Nvidia as the successor to the Blackwell architecture, first announced at the Computex Taipei in June 2024. As of now, Nvidia has not made an official response to the rumors regarding the Rubin project delay. Rubin is regarded as Nvidia's new-generation AI chip architecture following Blackwell, and its R&D and mass production progress have been under high market scrutiny. The above information remains unverified market rumors, and the specific release timeline awaits official disclosure from Nvidia.
According to CCTV Finance, the US stock memory chip sector encountered a collective correction after hitting a high in late June, with industry leaders such as SanDisk, Micron Technology, Seagate Technology, and Western Digital seeing stock price declines of over 20% in the past few weeks. The triggering factor was Meta selling computing power, which sparked market concerns about a surplus in computing power, while the core variable lies in whether the technical gaps between various AI large models will continue to narrow. Industry insiders point out that the memory chip industry has historically exhibited significant cyclicality—during booms, manufacturers collectively expand production leading to plummeting prices and industry-wide losses, followed by collective contraction in capital expenditure. Meanwhile, the industry's business model is undergoing profound changes, with cloud vendors and AI data centers increasingly signing 3-to-5-year long-term supply agreements with original manufacturers, including price ranges and minimum purchase volumes, to ensure the stability of key supply chains.
Odaily Nasdaq-listed Bitcoin miner BitFuFu has released its operational mining data for June 2026. The company mined a total of 125 Bitcoins in June, a 29.4% decrease month-over-month; self-owned computing power contributed 70 Bitcoins, while cloud computing power operations yielded 55 Bitcoins. As of the end of the month, the company's total Bitcoin holdings stood at 1,671, a decrease of 184 Bitcoins compared to May. The official explanation for the decline in holdings is primarily due to cash outflows from client settlement payments and prepayments to equipment suppliers. (wsj)
According to Fortune, DeFi asset management and risk analysis company Gauntlet completed a $125 million financing round, exclusively invested by Japanese financial group SBI Holdings. The financing was completed in June this year, and the specific valuation was not disclosed. This is Gauntlet's largest financing round since its establishment in 2018, far exceeding its $24 million Series B round in 2022 led by Ribbit Capital at a $1 billion valuation. Gauntlet was founded by former Wall Street quantitative trader Tarun Chitra. It initially focused on providing stress testing and vulnerability analysis services for DeFi protocols. Later, as the DAO governance model waned, it gradually transitioned to a "treasury curation" business—assessing yield strategy risks through quantitative analysis to help institutional investors manage digital asset allocation. Currently, its clients include asset management giant Apollo, Coinbase, and stablecoin issuer Circle.
According to monitoring by Onchain Lens, a whale has just closed a BTC short position worth $100 million, netting a profit of $5.28 million. The whale opened the short position on June 2 at $68,859 and closed it an hour ago at $62,314, holding the position for 36 days. The position size was 763 BTC, valued at $100.15 million, resulting in a realized profit of $5.28 million.
according to on-chain analyst EmberCN's monitoring, a certain whale continued to take profits today, selling 7 million Binance Life tokens worth $4.95 million. Of these, 6.9 million tokens were transferred to Binance, worth $4.88 million, and 100,000 were sold on-chain for BNB, worth $70,000. The whale spent 2.14 BNB (worth $2,480) within half an hour of Binance Life's deployment last October to purchase 18.5 million tokens and held them until recently. Since June, the whale began taking profits, having already sold 10.5 million Binance Life tokens worth $7.33 million. The whale still holds 8 million Binance Life tokens on-chain, worth $5.71 million. The initial investment of $2,480 has now turned into over $13 million.
According to PPP Prediction Market Tool monitoring, the probability of "WTI crude oil rising to $80 by July 2026" on Polymarket has reached 47%, up 28% in 24 hours.Trump stated today that he may launch a large-scale attack on Iran. As the 60-day ceasefire agreement between the US and Iran becomes precarious, oil tanker traffic through the Strait of Hormuz has "basically come to a standstill." Kpler senior oil analyst Navin Das stated that since the US and Iran reached a 60-day ceasefire agreement on June 17, the average daily number of tankers passing through has been approximately 32. This figure is nearly three times the average daily traffic between the outbreak of the conflict (February) and the signing of the agreement on June 17, though still far below pre-war levels.Join the PPP Signal Push Community to stay ahead and seize the opportunity.
Odaily Planet Daily reported that with the precarious 60-day ceasefire agreement between the United States and Iran, oil tanker traffic through the Strait of Hormuz has "essentially come to a standstill." Jorge Leon, head of geostrategic analysis at research firm Rystad, wrote in a note on Wednesday: "So far today, it appears traffic has completely stopped." He added that this state of "virtual halt" "reflects current risk expectations more than any statement from Washington or Tehran." According to data from Kpler, only four tankers had passed through the strait so far today.Naveen Das, senior oil analyst at Kpler, stated that since the US and Iran reached a 60-day ceasefire agreement on June 17, the average daily number of tankers passing through has been about 32. This figure is nearly three times the average daily traffic between the start of the conflict (February) and the agreement on June 17, though it remains well below pre-war levels. (CNN)
according to Arkham Intelligence monitoring, SpaceX recently conducted Bitcoin wallet activity for the first time in approximately six months. However, the transfers were extremely small in scale, and no BTC was sent to exchange addresses, indicating that the company is not selling Bitcoin.Data shows that three transfers were made from SpaceX-related wallets. The largest was 0.00213 BTC, valued at approximately $135; another transfer was 0.00139 BTC, worth about $89. Additionally, the Coinbase Prime custody service replenished 0.000738 BTC, worth around $47, to a SpaceX address, likely to cover on-chain transaction fees.Currently, SpaceX still holds approximately 18,712 BTC, with a total value of about $1.16 billion. Analysts believe that such small transfers are typically wallet maintenance operations, such as replenishing Gas fees, consolidating address funds, or testing signing processes, rather than typical asset-selling behavior.SpaceX completed its IPO on June 12, becoming one of the largest IPOs in history, and disclosed its Bitcoin holdings in a public filing for the first time. Previously, Arkham Intelligence could only track approximately 8,285 BTC belonging to SpaceX, but the company's disclosed holding of 18,712 BTC is more than twice the amount previously identified on-chain. According to the disclosure, SpaceX's Bitcoin purchase cost was approximately $661 million, with an average cost of about $35,000 per BTC.Six to seven months prior, SpaceX wallets had conducted a larger transfer, where the company moved approximately 1,000 BTC in batches between its own wallets and the Coinbase Prime custody address. However, that transfer similarly did not send funds to exchanges.Currently, Elon Musk's companies SpaceX and Tesla collectively hold over 30,000 BTC. The market generally believes that only if SpaceX transfers Bitcoin to known exchange deposit addresses in the future could it potentially signal an adjustment to its BTC treasury strategy or a potential sale. (CoinDesk)
CryptoQuant analyst Darkfost stated that currently about 40% of altcoin prices are in a range close to historical lows, reflecting that a large number of token issuance projects are facing significant pressure. His statistical criterion is: prices below 25% of their historical highs. When Bitcoin fell below $60,000 in late June, this ratio once rose to 45%.
According to analyst thechessONCHAIN on CryptoQuant, Bitcoin NUPL (Net Unrealized Profit/Loss) is currently at 0.158, its 100-day Exponential Moving Average is 0.215, and the 30-day Exponential Moving Average is 0.155. On June 2, the 30-day moving average crossed below the 100-day moving average, indicating weakening market momentum, but both are currently still above the zero line.
Odaily News, Adam, a macro researcher at Greeks.live, posted on platform X that the rebound appears to be losing momentum. There has been a sudden increase in block call option trading today. Combined with a decline in implied volatility, large holders are selling call options. A significant number of call options for the current month have been sold off, and the margin released from the June quarterly settlement is being rapidly converted into seller positions amid this rebound. He suggested that one could consider following the trend and selling some 0.3 Delta call options, such as the next-week $66,000 call option.
as the 25-day quiet period following SpaceX's (SPCX) June IPO comes to an end, Wall Street analysts have begun releasing formal research reports. Multiple major brokerages have issued favorable ratings, indicating institutional investors remain optimistic about the company's long-term growth potential.As IPO underwriters, both Goldman Sachs and Morgan Stanley have assigned buy-equivalent ratings to SpaceX. Goldman Sachs analyst Eric Sheridan set a price target of $205, while Morgan Stanley analyst Adam Jonas gave a target of $300. Additionally, institutions such as Bank of America, Citigroup, Deutsche Bank, JPMorgan, and UBS have also initiated coverage with buy or equivalent ratings. Among them, Raymond James Financial provided the most optimistic forecast; analyst Brian Gesuale initiated coverage of SpaceX with a "Strong Buy" rating and a price target as high as $800, believing SpaceX will become "one of the most representative industrial infrastructure companies of the 21st century."Analysis suggests that market optimism towards SpaceX is primarily based on its布局 (layout/foundation) in areas such as rocket launches, Starlink satellite internet, and government contracts. At the same time, the company's communications business can provide a sustainable source of revenue and support future expansion of launch scale.As of March 31, 2026, SpaceX holds 18,712 Bitcoins. Wall Street believes that the concentrated coverage following the end of the IPO quiet period provides a window for institutional investors to conduct their first systematic assessment of SpaceX's valuation. The fact that nearly all major institutions simultaneously issued positive ratings is relatively rare for large-scale IPOs. (CoinDesk)
According to monitoring by Onchain Lens, Polymarket trader 1two1two (0x722...59A) went from a $5.6 million profit to a $103,000 loss in 13 days. The account, created in June 2026, has a win rate of 48.3% (14/29) and a trading volume of $21.99 million. Its largest losses include $3.06 million on Portugal vs. Spain (Over 2.5), $2.64 million on Côte d'Ivoire vs. Norway (No), and $748,140 on Brazil vs. Norway (Draw — Yes). Despite a maximum single profit of $3.59 million, the account has not maintained profitability.
According to Cointelegraph, Bitcoin address "1KV47" recently completed its first transfer operation in nearly 15 years, moving 30 BTC (approximately $1.88 million) out of the wallet. The address initially received the aforementioned Bitcoin in August 2011. This address is one of 39,069 listed addresses in a New York lawsuit, where plaintiff "Noah Doe" and two Wyoming companies are attempting to claim ownership of these dormant Bitcoins under New York State lost property law. According to data from Galaxy Digital Head of Research Alex Thorn, 31 related addresses have transferred 17,527 BTC in June, a significant increase compared to 4,834 in February. Legal experts point out that address dormancy is not equivalent to abandonment of ownership, and in the absence of proof of private keys, the basis of this lawsuit is "extremely weak".
Citrini analyst jukan posted on X platform, quoting South Korean media reports, stating that Samsung Foundry achieved monthly profitability in June, marking the first time since 2023. With the monthly profit turning positive in June, Samsung insiders reportedly believe the likelihood of the company achieving a profitability turnaround starting from the third quarter has increased. The production of HBM4 base dies using Samsung's 4nm process is regarded as a key factor driving this turnaround, while improvements in yield rate are also considered a major factor supporting the monthly profit positivity.Industry sources estimate that the yield rate of Samsung's 4nm process has improved to approximately 80%.
Odaily reports, according to DefiLlama data, Binance saw a net outflow of $1.23 billion in the week starting June 29, a 207% increase from approximately $400 million the previous week. The total monthly net outflow stands at about $3.2 billion. CryptoQuant indicates that Binance's single-day ETH withdrawal transactions exceeded 166,000, marking the highest level in over three years. Over the same period, ETH rose approximately 12.5% in the past seven days, trading at $1,766 at press time; BTC gained 4.3% in the same period, trading at $62,925 at press time.DefiLlama data shows that Bitfinex recorded an outflow of $407.5 million over the past week, Gate saw $214.3 million in outflows, OKX had $87.1 million, and Bybit saw $78.4 million. Meanwhile, Crypto.com and HashKey Exchange posted net inflows of approximately $63 million and $53.3 million, respectively, while KuCoin, Gemini, and Bitvavo recorded net inflows of $22.1 million, $17.4 million, and $15.8 million. (Cointelegraph).
According to on-chain analyst Ai Yi's monitoring, the new address 0x268…47643 withdrew another 61.35 WBTC half an hour ago. Since June 30, it has accumulated a total of 19,725.38 ETH and 161.35 WBTC, with a total value of $41.5 million. Having entered positions at market lows, it now shows an unrealized profit of $3.59 million.
Odaily Odaily News According to on-chain analyst Yu Jin's monitoring, F2Pool co-founder Wang Chun has reduced his position by selling 36,600 ETH and 160 WBTC in batches over the past few days, with an estimated profit of $3.4 million. He had accumulated approximately 70,600 ETH ($117 million) and 966 WBTC ($60.29 million) through bottom-fishing in June.