一个人要把自己放在多大的机器里，才不算糟蹋了自己的聪明。

A Federated Hermes report said the most notable change in fixed-income markets in the first half of 2026 was the return of inflation expectations. According to Jin10, Federated Hermes senior fixed-income portfolio manager Karen Manna wrote that, historically, geopolitical conflicts tend to trigger risk-off sentiment that lifts U.S. Treasury prices and pushes yields lower. However, after the Iran conflict broke out, inflation concerns dominated markets and drove yields higher, particularly at the short end of the yield curve. Manna said market expectations shifted sharply. Instead of expecting more than two interest-rate cuts as previously anticipated, the market began discussing the possibility of one or even two rate hikes.

Spiko has launched its tokenized fund platform on Solana, enabling its tokenized funds to be minted, transferred, and redeemed natively on the network. According to Foresight News, subscriptions and redemptions will be settled directly using USDC. The update allows investors to complete fund subscription and redemption processes through USDC-based settlement while using Solana for on-chain issuance and transactions of the tokenized fund shares.

A total of 31,000 Bitcoin options and 135,000 Ethereum options are set to expire on July 3, according to Greeks.live macro researcher Adam. According to Odaily, Adam said on X that the Bitcoin options expiry has a put-call ratio of 0.7, a maximum pain point at $61,000, and a notional value of $1.9 billion, while the Ethereum options expiry has a put-call ratio of 1.29, a maximum pain point at $1,650, and a notional value of $230 million. Adam added that Bitcoin has regained the $60,000 level this week, but said the longer-term downtrend has not ended. He said selling pressure from Strategy and ETFs has shifted market consensus, with the largest buyer turning into a seller. He also said that more than 8% of options are expiring this week, with BTC GEX concentrated around $60,000 and ETH GEX concentrated around $1,700. For Ethereum, Adam said the weekly put-call ratio reached 1.29, indicating a higher share of put options and increased demand for hedging. Adam said recent market attention has been focused on U.S. stocks, while crypto market themes have centered on tokenization of U.S. equities. He added that it may take time for interest in AI and semiconductors to shift back to the crypto market.

China’s publicly offered REITs have shown early positive signals in the secondary market after a prior pullback, with multiple brokerage institutions saying valuations have entered a historically low range. According to Jin10, these institutions said that as index funds are launched and expectations rise for insurance funds to enter the market, the supply-demand structure may improve, lifting the long-term allocation value of public REITs. Data showed that as of June 30, the spread between the distribution yield of property-type REITs and the 10-year government bond yield had reached levels seen at two previous market bottoms in early 2024 and early 2025. Based on historical performance, when this spread moves into a high range, the REITs market has typically seen valuation repairs of varying degrees. The institutions said this suggests that after the earlier adjustment, the REITs market has been gradually absorbing short-term negative factors, with the valuation safety cushion continuing to strengthen.

Peter Stokes was extradited to the United States over an alleged $8 million cryptocurrency ransom demand. According to NS3.AI, the U.S. Justice Department said Stokes was arrested in Finland in April and appeared in a federal court in Chicago on Tuesday. A criminal complaint alleges that Stokes and others breached a luxury jewelry retailer in May 2025.

Those bizarre MrBeast reply posts cluttering Threads aren't just annoying — they're the front door to a massive, algorithm-savvy crypto scam network running over 10,000 malicious websites.

人工智能,AI Agent,Anthropic,Claude,LLM,记一个我被Claude Fable 5震撼的瞬间 金色财经,为智能干杯。

Anthropic,OpenAI,人工智能,芯片,三星,半导体股票暴跌 Anthropic却想造一颗2nm芯片 金色财经,AI巨头造芯再添一员。

Open USD 将稳定币储备资产产生的收益转化为流通分发基础设施，联合Visa、Mastercard、Stripe、贝莱德、Coinbase 以及 Shopify，搭建一套联盟式美元流通网络。

考虑卖AI算力的Meta和自研芯片的Anthropic采取的是不同路径，但却共同指向一个变化。AI公司开始思考如何提高已有基础设施的投资回报，而不仅仅是继续扩大资本开支

FBI Director Kash Patel is facing fresh scrutiny after disclosing a six-figure investment in Bitcoin proxy Strategy more than six months after purchasing the shares, raising questions over conflicts of interest as the bureau steps up enforcement against crypto-related crime.

Tether froze funds in 131 TRON wallets after the US Treasury added 134 cryptocurrency addresses linked to ISIS-K to its sanctions list.

India says WhatsApp's new username feature is an open door for scammers. Meta says it's built the locks. With half a billion users at stake, someone has to be right.

Meta云业务公告引发的市场震荡——AI硬件泡沫疑云与板块轮动分析。