China, India and Hong Kong are the only major stock markets where the biggest companies make up a smaller share of total market capitalization than a year ago, highlighting their lag in the global artificial intelligence race, according to Bloomberg.

Loopring has shut down the Loopring DEX effective immediately and said it will distribute user assets worth at least $10 to associated Ethereum L1 addresses. According to NS3.AI, the Loopring relayer is going offline as part of the shutdown. The team attributed the decision to its non-EVM architecture, limited adoption, weak business development, and major LRC exchange delistings in 2026.

RBC BlueBay Asset Management said it remains bullish on Japanese AI-related stocks and expects the rally to extend into 2027, while trimming near-term risk, according to Bloomberg. The firm flagged a potential slowdown in July and August.

Oil rose after a report that the US and Iran have agreed to stop attacking each other following a flare-up that saw a supertanker carrying Qatari crude hit near the Strait of Hormuz, according to Bloomberg.

Israel’s military said it has approved a plan to continue military operations inside a “security zone” in southern Lebanon under a ceasefire agreement. According to Jin10, the Israel Defense Forces said in a statement that Chief of the General Staff Zamir formally approved the plan on June 28 during an inspection of the IDF Northern Command. Zamir said forces from the IDF’s 36th Division and an assault brigade were maintaining operational control over the Beaufort Highlands area and had the tools and capabilities needed to weaken the enemy. He said the Northern Command area has become the IDF’s “main operational focus.” Zamir added that the IDF was fully prepared to “quickly restart offensive operations in Lebanon and Iran” if needed. Zamir described the agreement signed with the Lebanese government as historic and significant. He reiterated that the IDF would comply with the agreement, while stressing that the test would be in both sides’ actions and that the coming period would shape the future.

US equity futures climbed after reports that the US and Iran stepped back from an escalation in hostilities that had threatened the fragile ceasefire underpinning peace talks, according to Bloomberg.

Nearly 60% of S&P 500 stocks now carry a Buy rating from Wall Street analysts, the highest level on record, after the United States and Iran agreed to halt strikes and ease geopolitical tensions. According to BeInCrypto, FactSet data show Buy ratings at 59.4% of analyst calls in June, with Hold at 35.7% and Sell at 4.9%. Creative Planning chief market strategist Charlie Bilello cautioned that heavy optimism can limit upside surprises. The report said the US and Iran agreed to stop “kinetic activity” and will meet Tuesday in Doha, with talks expected to cover ceasefire terms, maritime security and a planned military hotline.

金色周刊是金色财经推出的一档每周区块链行业总结栏目，内容涵盖一周重点新闻、矿业信息、项目动态、技术进展等行业动态。

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

6月27日早间，Anthropic宣布：美国政府已批准其最强网络安全模型Mythos 5重新部署至超过100家美国机构，包括大型企业和政府部门。面向公众的版本Fable 5“恢复在即”。

Coinbase将智谱与月之暗面设为默认模型，在用量指数级暴增下成功将AI支出“腰斩”。

5月初美元走强、加息预期升温，恰好对应的就是全球市场K型分化加速的节点，核心是紧缩预期对非AI领域需求的损伤。

美联储正通过金融压迫将大众当成“锅里的青蛙”慢慢煮熟。

人工智能,美股,投资,什么导致本周市场大动荡？高盛合伙人：不是沃什而是AI再平衡 金色财经,“目前仍是股市在驱动宏观，而非宏观在驱动股市”。

本周共有18家区块链初创公司完成融资，总融资金额达4.973亿美元。 Bitbank 在由 SBI Holdings（SBI集团）参与的并购融资轮中融资2.89亿美元——为本周最大融资轮次。

巨头下场做AI员工，创业公司先被验证还是先被挤压。

融资,法律,人工智能,从DeepSeek传闻交易结构看：AI创业公司融资时 创始团队的哪些控制权不能丢？ 金色财经,AI公司融资，最危险的可能不是股权稀释。