Benchmark：Exodus裁员25%后仍具潜力，稳定币转型被市场低估
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Wintermute: The recent Bitcoin price movement is a rebound and correction, not a structural shift in the market.
PANews reported on July 8th that, according to Decrypt, market maker Wintermute stated that Bitcoin's recent nearly 10% rebound is a "textbook rally" rather than a structural market shift, and the company remains cautious. Wintermute pointed out that the easing of the macro environment, the Fed's dovish stance, and positive news regarding Ethereum and institutional adoption are the three factors driving the rebound, sufficient to explain the current market movement without needing a larger narrative. The company believes the market may continue to "rise slightly." However, Wintermute stated that a single data point does not constitute a trend, and more sustained inflows are needed to confirm a structural shift; until broader capital flows truly reverse, the current movement is merely a correction.
Singapore's benchmark stock index rose as much as 1.3%, hitting a record high of 5,411.2 points.
According to ChainCatcher, Gate market data shows that the Singapore benchmark index rose as much as 1.3% to 5,411.2 points, hitting a record high.
Polymarket traders estimate a 23% probability that the US will block public access to major Chinese AI models by the end of 2026.
According to Odaily Odaily, Polymarket traders estimate there is a 23% probability that the U.S. government will block public access to major Chinese AI models by December 31, 2026, through legislation, executive orders, export controls, or other formal actions. Several departments within the U.S. Department of Commerce have already banned employees from using Deepseek on work devices due to data security concerns, and Virginia, Texas, and New York have also imposed bans on Deepseek devices for their state employees. (Bitcoin.com News)
Kenyan regulators are tendering for blockchain tools to track crypto crime.
PANews reported on July 8th that, according to Decrypt, the Kenya Capital Markets Authority is tendering for a blockchain monitoring tool to track fraud, money laundering, and sanctions evasion on more than 20 public blockchains. This move aims to support law enforcement needs under Kenya's new crypto legal framework. The platform will automatically issue alerts for high-risk wallets, large transfers, coin mixers, Dark Web linked addresses, and sanctioned entities, and will screen transactions against UN and US Office of Foreign Assets Control sanctions lists.
US pre-market news at a glance: Samsung's earnings report triggered a collective weakness in semiconductor stocks in pre-market trading; SpaceX officially debuts on the Nasdaq 100 today.
According to BlockBeats, the following are key market news items before the US stock market opened on July 7th: 1. Samsung released its Q2 earnings forecast, showing an operating profit increase of over 1800% year-on-year, with single-quarter profits exceeding the total of the previous three years. Simultaneously, the company's revenue also increased by 129% year-on-year, reaching 171 trillion won. Affected by the semiconductor sell-off triggered by the "sell-off" of Samsung's earnings, chip-related technology stocks generally weakened in pre-market trading. The three major US stock futures indices showed mixed results in pre-market trading: Dow Jones futures rose 0.41%, Nasdaq 100 futures fell 0.9%, and S&P 500 futures fell 0.09%. 2. SpaceX officially debuted on the Nasdaq 100 before the US stock market opened today, with Wall Street institutions collectively bullish. Most institutions believe that SpaceX is no longer just a traditional aerospace company, but a platform company with the potential for rocket launches, Starlink satellite internet, AI infrastructure, and future space computing. 3. DeepSeek is secretly developing its own inference chip. If successful, this would reduce reliance on external suppliers and give it more cost-effective hardware control. However, the project is still in its early stages and faces manufacturing and memory acquisition restrictions due to US export controls. 4. UBS recommends investors buy SK Hynix's upcoming American Depositary Receipts (ADRs) and sell its South Korean shares, as these new shares are expected to trade at higher prices. 5. JPMorgan strategists say the recent weakness in semiconductor stocks should be seen as a buying opportunity, as the chip upcycle is not yet over, and truly meaningful new supply may not appear until 2028. 6. US ADP employment change for the week ending June 20 was 21,000, compared to 30,750 in the previous week. 7. BlackRock will launch an ETF tracking the tech-heavy Nasdaq 100 index, aiming to meet investors' growing demand for participation in the AI-driven stock market rally and challenge Invesco's dominant position. 8. Amazon is returning to the US bond market to raise funds for its artificial intelligence infrastructure. The company will issue eight benchmark bonds with maturities ranging from 3 to 40 years, raising at least $25 billion in the dollar bond offering. 9. Global brokerages have begun coverage research on Elon Musk's SpaceX (SPCX.O), and a preliminary consensus has formed on Wall Street: buy the stock. At least six brokerages, including Morgan Stanley, Goldman Sachs, and UBS, have given it a buy rating, optimistic about its long-term growth prospects, although doubts remain about profitability and valuation.
Crypto Market Preview This Week: Fed Meeting Minutes to be Released, SpaceX to be Included in Nasdaq 100 Index
According to BlockBeats, on July 6th, the crypto market will focus on the Federal Reserve meeting minutes, US economic data, and several crypto industry events this week. The macro environment and on-chain dynamics may jointly influence the price movements of digital assets. On the macro front, the Federal Reserve will release the minutes of its June FOMC meeting in the early hours of July 9th (Beijing time), with the market hoping to use this information to determine the future path of interest rates. In addition, the US ISM Services PMI, consumer inflation expectations, initial jobless claims, and China's June CPI data will also be released successively. On the industry front, SpaceX will be officially included in the Nasdaq 100 index on July 7th, becoming the fourth index component stock to hold Bitcoin, following Tesla, Strategy, and Mercado Libre. Data shows that SpaceX currently holds approximately 18,712 BTC, and its inclusion in the index is expected to benefit from the passive allocation demand of index funds. In addition, American Bitcoin (ABTC), a US mining company, will resume trading after completing a 1:15 reverse stock split to avoid delisting from Nasdaq; Berachain will complete its PoL Next upgrade on July 7. Regarding on-chain governance, ENS DAO, Frax DAO, Nexus Mutual DAO, and Arbitrum DAO will all conclude voting on multiple governance proposals this week. Regarding token unlocking, Hyperliquid (HYPE) will unlock 0.2% of its circulating supply on July 6, worth approximately $30.39 million; RAIN will unlock approximately 7.64% of its circulating supply on July 11, worth approximately $787 million; and PUMP will unlock approximately 29.12% of its circulating supply on July 12, worth approximately $130 million. Besides macroeconomic data, developments in the Russia-Ukraine situation and the continued weakening of the yen are also worth noting. Recently, Bitcoin has shown a strong negative correlation with the USD/JPY exchange rate, with the depreciation of the yen often accompanied by a rise in Bitcoin prices.