Foreign investors are buying Chile’s local-currency government bonds at the fastest pace on record, according to Bloomberg. Demand has been supported by a weaker peso, expectations for interest-rate cuts, and the return of a more market-friendly right-leaning government.

Strategy reported selling 3,588 bitcoin across two periods from June 29 to July 5, with proceeds used to pay preferred stock dividends and add to its U.S. dollar reserves. According to Foresight News, the company disclosed the transactions in an 8-K filing with the U.S. Securities and Exchange Commission. The company said it sold 1,363 bitcoin from June 29 to 30 at an average price of about $59,256, and sold 2,225 bitcoin from July 1 to 5 at an average price of about $60,773. As of July 5, Strategy said it held 843,775 bitcoin with a total cost basis of about $63.69 billion and an average cost of about $75,476. It also reported a U.S. dollar reserve balance of $2.55 billion as of July 5, unchanged from the prior week. Strategy said it did not sell any shares through its at-the-market (ATM) program during the week and did not conduct any share repurchases. For the second quarter of 2026, the company reported a digital asset loss of about $8.32 billion, including about $8.31 billion in unrealized losses and about $900,000 in realized losses. As of June 30, it said the carrying value of its bitcoin holdings fell to $49.67 billion, below cost, and it plans to record a full valuation allowance against related deferred tax assets. The company noted the financial figures disclosed were unaudited.

Record spending on AI infrastructure and power grids is driving a flurry of capital raises by listed companies in Europe, giving equity bankers one of their busiest starts in years, according to Bloomberg. The activity has helped eclipse a slowdown in initial public offerings in the region.

US equity futures rose as technology shares rebounded, with SK Hynix set for a US listing this week, according to Bloomberg. Oil slumped after flows through the Strait of Hormuz were restored following some tanker U-turns and after OPEC+ members agreed to a modest rise in oil supply next month. US President Donald Trump and Ukraine’s Volodymyr Zelenskyy are expected to meet at a NATO summit in Turkey. Anneka Treon of ING discussed the earnings environment and the impact of supply shocks in markets.

JPMorgan Asset Management fixed-income portfolio manager Kelsey Berro said a Federal Reserve rate hike in July is probably off the table, according to Bloomberg. Berro said the recent payrolls report points to a labor market that is stable but not strong enough to decisively sway the Fed, and that inflation data will be the key factor in determining future rate moves. She added that market expectations remain split, with some investors anticipating hikes by year-end and others expecting cuts.

Broadcom shares rose more than 4% in U.S. pre-market trading. According to Jin10, the stock moved higher ahead of the U.S. market open.

7 月 1 日，新罕布什尔州 HB639 法案完成登记。

当加密的机会结构变得和传统金融一样，下一步怎么走？

如何让 Agent 低成本、低风险地在企业级场景运行。

人工智能,高盛集团,“买入一切AI”时代终结了 高盛交易员明确警告 金色财经,对冲基金正在系统性地撤离科技股。

Japanese police arrested a 15-year-old student accused of using ChatGPT-assisted code to launch a cyberattack that cancelled 46,812 Bandai Channel subscriptions. The teenager allegedly exploited a system vulnerability, changed his IP address multiple times to evade security measures, and accessed user account information.

Reform UK leader Nigel Farage is facing renewed questions over his ties to the crypto industry after reportedly accepting undisclosed gifts from a crypto entrepreneur previously convicted of fraud in the United States.

BNK Busan Bank and its partners successfully tested a blockchain-based digital currency system in a real banking environment. The trial recorded a 100% transaction success rate and supports South Korea's growing won-backed stablecoin efforts.

CLARITY 法案未能在7月4日通过，目前距中期选举前的通过窗口正迅速收窄。若法案未能赶在中期选举前通过，民主党若在选举后掌控国会，将大概率要求对法案进行重大修改。

SK Hynix plans to raise US$29 billion through a Nasdaq listing, giving US investors direct access to one of the world's largest AI memory chipmakers. The company hopes the listing will boost its valuation and support expansion as demand for AI chips continues to drive strong growth.

Coinbase CEO 公开表示：公司 AI 全面切换到中国模型，支出砍半，用量反而翻倍。Snowflake、Lindy 也在做同样的事——一场静悄悄的“AI 模型迁移潮”正在发生。