Fundstrat Managing Partner Tom Lee said institutional investors are selling recent winners in chip stocks to raise cash ahead of an upcoming SpaceX initial public offering that he valued at $75 billion. According to NS3.AI, Lee described the rotation out of chip-stock leaders as a healthy consolidation rather than a sign that the broader rally is ending. Lee said he expects the tech-led uptrend to continue despite the near-term selling tied to IPO-related cash needs.

The US Commodity Futures Trading Commission is considering whether to block CME Group Inc.’s bid to launch a round-the-clock oil contract. In a move that could heighten tensions between CME and its regulator, according to Bloomberg, the agency is weighing whether to prevent the contract from going forward.

Anthropic’s newest AI model, Claude Fable 5, predicts Spain will beat France in the 2026 World Cup final on July 19, giving its own pick an 18% chance of success. According to BeInCrypto, the model cites the expanded 48-team format, heat, altitude and travel across the US, Canada and Mexico, arguing squad depth and possession-heavy systems matter more over eight wins. Fable 5’s probability table puts Spain at 18%, France 14%, Argentina 11%, England 10%, Brazil 8% and Portugal 7%. Goldman Sachs’ model led by Jan Hatzius ranks Spain at 26% vs France 19%, while Polymarket and Kalshi price Spain around 17% with France close behind.

Iranian Foreign Minister Araghchi said the United States has pledged not to launch a war or use threats during ongoing negotiations over a memorandum of understanding between Iran and the U.S. According to Odaily, Iranian media reported on the 12th that Araghchi made the remarks during a television program that evening. Araghchi said the U.S. commitment includes refraining from threatening tactics, and that both sides respect each other’s sovereignty and do not interfere in each other’s internal affairs.

Former SEC Chair and former CFTC Chair Gary Gensler said in an amicus brief filed with the U.S. Court of Appeals for the Sixth Circuit that the Dodd-Frank Act does not grant the CFTC authority to regulate sports betting. According to Odaily, his position counters arguments from current CFTC Chair Michael Selig and prediction market platform Kalshi, which contend that sports-related event contracts fall under federal oversight rather than state gambling regulation. Gensler said that if Dodd-Frank had removed states’ authority over sports betting, it would have been widely understood at the time, but he said no such interpretation prevailed. He served as CFTC chair from 2009 to 2014 and oversaw implementation of Dodd-Frank-related rules. The brief relates to Kalshi’s lawsuit involving Ohio. Ohio gambling regulators ordered Kalshi to stop offering sports-related event contracts to state residents, after which Kalshi sued the state. A court has denied Kalshi’s request for a preliminary injunction. The CFTC has supported Kalshi, arguing that Ohio exceeded its authority. Over the past year, the CFTC has sought to expand its regulatory claims over prediction markets and has sued multiple states to establish jurisdiction. The agency also proposed broader prediction market rules this week that generally continue to support sports-related contracts, while proposing stricter limits on contracts tied to events such as terrorist attacks, assassinations, and war.

SpaceX 的长期价值不仅在于当前的三大业务，也在于它可能开启的新兴产业。

> 非小号特约述评 方宏进 香港区块链协会共同主席

金色财经推出《金色Web3.0日报》，为您提供最新、最快的AI、DeFi、DAO、NFT和元宇宙行业新闻。

6月12日，万亿美金 SpaceX 已经准备就绪，即将登陆纳斯达克——估值1.77万亿美元，募资750亿美元，这可能使创始人埃隆马斯克成为全球首位万亿富翁。

为什么大多数散户可能在SpaceX IPO首日亏钱？

SEC 刚刚提议废除 Reg NMS 第 611 条规则——这条"交易穿越规则"自 2005 年起便定义了美国股票市场结构。

9700亿美元。这是马斯克最新的身家数字。距人类历史上第一个万亿美元富翁，只差临门一脚。

随着SpaceX以1.8万亿美元估值启动IPO，马斯克的财富版图跃升至了一个前所未有的高度。

SpaceX 有潜力成为本世纪最具影响力的企业之一。

花旗分析师预计，如果霍尔木兹海峡关闭持续到夏末，金价可能低至3500美元/盎司。