The artificial intelligence industry continues its rapid growth, showing no signs of cooling down. However, the situation is quite different in the field of blockchain AI. Why hasn't it attracted the same level of attention?

SK Hynix (SKHX) and Samsung Electronics (SMSN) tokens on the Hyperliquid platform fell over the past 24 hours, with SKHX at $1,672, down about 3.5%, and SMSN at $208.7, down about 5.8%. According to BlockBeats On-chain Detection, Hyperinsight monitoring showed leveraged long positions—especially those opened near recent highs—were among the hardest hit during the sell-off. For SK Hynix, an address labeled 0x9dcf opened a 2x leveraged long on June 24 at $1,820.64 with a position size of $29.09 million. As prices retreated, the position showed an unrealized loss of about $1.77 million, roughly 16% of margin, including a single-day drawdown of $2.2 million. For Samsung, multiple long positions were also underwater, with several entries clustered around an average entry range of $217 to $226, all above the current price. The deepest loss was reported at nearly 40% of margin, and an address labeled 0x053f was said to have added a long position as recently as yesterday. Positioning in SK Hynix was described as overall bearish among large holders, with short notional exposure about 1.49 times long exposure. The average long entry was around $1,608, while the average short entry was around $1,654, leaving the current price between the two and pressuring both high-entry longs and low-entry shorts. The report said Samsung Electronics and SK Hynix announced chip capacity expansion plans on June 29 totaling 714 trillion won, with up to 1.43 quadrillion won over 10 years, but the news did not prevent continued selling. It also cited broader pressures, including South Korea not being selected for MSCI developed-market status, capital outflow concerns nearing a tipping point, the won falling to a 17-year low, U.S. PCE inflation rising to 4.1%—a three-year high—AI bubble worries, and macro headwinds. In addition, leveraged single-stock ETFs for Samsung and SK Hynix approved in May were said to have contributed to forced liquidations.

Tesla CEO and SpaceX founder Elon Musk, described as the world’s richest person, turned 55 on June 28, according to Ming Pao. His mother, Maye Musk, posted birthday wishes on social media and shared photos of a family gathering and a birthday cake.

The Indian rupee outperformed its Asian peers as crude prices fell and capital inflows supported the currency, according to Bloomberg. Bloomberg said the Reserve Bank of India may need to allow the rupee to strengthen further before it resumes buying dollars.

Baidu’s chip unit Kunlunxin is planning to list in Hong Kong at a valuation of $50 billion, according to The Information. According to Jin10, the report said IPO investors would be required to commit to purchasing chips worth three to seven times the amount of their IPO subscription.

The Shanghai Composite Index fell below 4,000, down 0.69% during the session. According to Odaily, the benchmark index moved lower intraday.

AIDC has been attacked on BNB Smart Chain (BSC), with losses estimated at about $121,000. According to Foresight News, the incident was detected by TenArmor monitoring, which reported identifying the attack and the approximate amount of funds lost.

The IRS has issued its first tax practice guidance on AI, drawing regulatory red lines. Where are the investment opportunities?

US stocks, artificial intelligence, gold, SpaceX, US stock valuations and multiple risks – a market review in mid-2026. (Jinse Finance, a review of asset markets in mid-2026)

In its standoff with Anthropic, the US government essentially asserted a veto power, arguing that it could decide which AI models the American public could use. Galaxy Research believes this decision-making process is flawed and unsustainable, and that the government should adjust its policies.

Jinse Finance launches its cryptocurrency and blockchain industry daily news bulletin, "Jinse at 8 AM," issue 3104, providing you with the latest and fastest news on the digital currency and blockchain industry.

Golden Weekly is a weekly blockchain industry summary column launched by Golden Finance, covering key news, mining information, project updates, technological advancements, and other industry dynamics.

在6.24日，Anthropic 官方博客再发新文章 Building effective human-agent teams。

On the morning of June 27, Anthropic announced that the U.S. government had approved the redeployment of its most robust cybersecurity model, Mythos 5, to over 100 U.S. institutions, including large enterprises and government departments. The public-facing version, Fable 5, is also "on the horizon."

Coinbase set SmartSpectrum and Dark Side of the Moon as the default models, successfully halving its AI spending despite an exponential surge in usage.

The strengthening of the US dollar and rising expectations of interest rate hikes in early May coincided with the point at which the global market experienced accelerated K-shaped divergence, the core of which was the damage to demand in non-AI sectors caused by tightening expectations.