Morgan Stanley reaffirmed its Overweight rating on Rocket Lab (RKLB) and kept its price target unchanged at $105, while raising its most optimistic bull-case target to $293 from $185. According to Odaily, Morgan Stanley analysts said Rocket Lab’s acquisition of Iridium would expand the company’s potential market and reposition it as a vertically integrated space platform. The analysts added that while SpaceX has significant scale and cost advantages over Rocket Lab, Rocket Lab is moving toward a similar model.

Bitcoin is in what macroeconomist Lyn Alden described as its weakest sentiment cycle, arguing that the asset’s long-term success must come from its own fundamentals rather than outside catalysts. According to Cointelegraph, Alden made the remarks in a Tuesday interview with journalist and Bitcoin educator Natalie Brunell, saying she does not expect anything external to “save Bitcoin” and that it must “survive on its own merits.” She pointed to Bitcoin’s core attributes as a liquid, permissionless way to store and send value, and said it should not depend on a new source of demand to validate its role. Alden’s comments came as institutional adoption and corporate treasury strategies have become prominent in the current market cycle. On Monday, Strategy’s weekly 8-K filing disclosed that it sold 3,588 BTC. Alden said the current downturn feels different from the 2022 bear market, when Bitcoin fell as low as $16,000 but investor enthusiasm remained comparatively resilient. She described the present environment as the lowest sentiment she has personally seen, citing fading narratives, a more corporate-driven cycle, and investor disappointment. Alden said her base case is that Bitcoin will not reach a new all-time high this year, while noting that volatility could still produce a sharp move higher. She added that a preferable scenario would be avoiding new lows and seeing a technical setup that trends “flat to up rather than flat to down.” Strategy, led by Michael Saylor and described as the world’s largest corporate Bitcoin holder, has faced increased scrutiny during the downturn as investors reassess risks tied to its Bitcoin-backed capital structure and preferred stock products. Alden said Strategy’s STRC preferred stock may suit investors seeking exposure to the company’s Bitcoin strategy without holding Bitcoin directly or taking on the asset’s full volatility. She noted STRC has become the biggest preferred security in the market, while cautioning that higher-yielding BTC-linked products can encourage additional leverage. Alden said Strategy’s recent efforts to rebuild reserve coverage and add safeguards were reasonable responses to market stress, but emphasized that long-term performance still depends on Bitcoin’s price action. Alden also addressed Bitcoin Improvement Proposal 110 (BIP-110), which seeks to reduce network spam by limiting data-heavy transactions, including those used to store images. She said she is generally cautious about changing Bitcoin’s rules quickly, warning that some proposals could add complexity or affect existing safeguards. While she said she would weigh technical arguments for and against protocol changes, Alden criticized how some proposals are communicated publicly, arguing that portraying a change as an “existential issue” exaggerates the stakes and amounts to “incorrect marketing.”

Ather Energy Ltd. is planning a share sale to institutional investors as early as next week to raise as much as $157 million, according to Bloomberg, citing people familiar with the matter.

S&P 500 index futures pared part of their earlier decline and were down 0.5%. According to Jin10, the futures contract gave back some of its losses but was still trading 0.5% lower.

The Swedish krona appears undervalued after recent declines, Societe Generale strategist Kit Juckes said. According to Jin10, Juckes said low interest rates have continued to weigh on the currency. He said that, based on the real effective exchange rate, the krona was 6% above its 2023 low, but in real terms it had depreciated 18% over the past 20 years. Data released on Wednesday showed the fixed-rate consumer price index (CPI) in June fell back to 1.3%, which does not support the Riksbank raising interest rates. However, the economic growth rate in May accelerated to 3.9%. Juckes said Sweden’s stronger economic performance relative to the euro area could attract capital inflows and eventually affect inflation.

Paypal,SpaceX,从PayPal黑帮到SpaceX黑帮：下一个造富机器已在酝酿 金色财经,有过极强创业背景的人有可能在未来再创辉煌。

2026 年 7 月 1 日，欧盟 MiCA 法规 CASP 过渡期正式结束。随即支付基础设施公司 Decta 发布了一份盘点报告，用一组数字宣告了一个看似振奋人心的事实。

Nigel Farage officially announced that he would be stepping down from his position as a member of Parliament, triggered by the mounting scrutiny over the millions of dollars in crypto he had received from crypto billionaires Christopher Harborne and Geroge Cottrell, a convicted fraudster linked to a crypto casino.

Vitalik Buterin,ETH,以太坊要变成什么样？Vitalik 这轮「极简改造」到底想解决什么 金色财经,状态层级化全面提速。

在"北美豆包"热梗出圈的背后，是人们对谷歌的期待发生了变化。

Kraken is seeking a full European banking licence in Lithuania, which would make it the first crypto exchange to hold one if approved. The move would allow the company to expand beyond crypto trading into banking services across Europe.

Anthropic,人工智能,SemiAnalysis：Anthropic三季度利润将突破10亿美元 金色财经,Anthropic正悄然颠覆AI商业版图。

DeepSeek,芯片,人工智能,自研芯片 DeepSeek 和智谱的算术题 金色财经,房租交得越久，越想有一套自己的房子。

Australian crypto exchange Swyftx has secured an Australian Financial Services Licence, allowing it to offer crypto derivatives and payment services under financial regulations.

RWA,TradFi,CoinGecko 2026研报：RWA现货飙涨、TradFi永续破万亿 金色财经,加密交易所的「新标配」仍是小配角。