TL;DR On July 2nd, after a collective pullback in memory stocks, the market began to question whether the AI-driven memory price increase cycle is nearing its peak. Bank of America believes that Meta's computing power rental and Longxin's entry into the iPhone and South Korea's 800 trillion won plan have not rewritten short-term supply and demand. South Korea's exports, price forecasts, and cloud vendors' capital expenditures still appear strong, but uncertainty remains regarding AI demand realization post-2027. On July 2nd, AI and semiconductor stocks faced concentrated selling, and the memory sector was also affected. Stocks such as SK Hynix, Samsung, Micron, Kioxia, and Western Digital were involved...

In July, the cryptocurrency market welcomed a rebound, with Bitcoin returning to $63,000, and multiple on-chain indicators signaling a bottom. However, issues such as insufficient spot demand, institutional funds staying on the sidelines, and the continued pressure on altcoins still bring uncertainty to the future market trend.

TSMC's financial report impacts the AI chip supply chain, and CoWoS capacity expansion benefits AMKR; Nvidia shifts to high-power liquid cooling, with power bottlenecks creating new opportunities like NRG. HBM storage prices soar, MLCC shortage risks intensify, seizing the opportunity.

BIT US stocks launched multiple welfare activities in July, aiming to attract more investors to participate.

Focus on the cryptocurrency market, Japan, South Korea, A-shares, and Hong Kong stocks. Review the market with data and seize opportunities with trends.

Leveraged ETFs' rebalancing funds have become amplifiers of volatility in the U.S. stock market, approaching 50 billion dollars in a single day.

The S&P is likely to experience high-level fluctuations, while the Nasdaq and semiconductors have significantly enlarged volatility. The real watershed moment will be the June CPI on July 14, followed by the Q2 earnings reports and the interest rate meeting at the end of the month.

If the minutes led by Walsh are not more hawkish than the market expects, the rebound in futures is likely to continue after the market opens on Monday.

Global funds significantly flowed into the U.S. stock market in the first five months of 2026.

On July 4, 2026, Micron made a significant investment of approximately 15 trillion yen, equivalent to 9.3 billion dollars, in Hiroshima, Japan. The core stated in the announcement is to fill the most scarce piece needed for the artificial intelligence era—High Bandwidth Memory (HBM) and related advanced memory. By mid-2026, the industry had formed a consensus: AI-driven HBM and D

Circle's current main shortcoming is that its revenue primarily depends on U.S. Treasury bonds.

Today is a holiday in the United States, the stock market is closed, and it did not open.

Is RWA in the US stock market a savior for the cryptocurrency industry? The author believes not.