Serenity, known as the “white-haired stock guru,” said minutes from an ALRIB shareholder meeting show progress across several business areas. According to Odaily, the minutes indicate ALRIB’s second-generation ROSIE system is expected to be delivered soon to a leading U.S. quantum computing company. Serenity said the minutes also note ALRIB is increasing business development efforts for photonics-related BTO/STO products and has received strong market interest. In addition, Serenity said ALRIB and Veeco Instruments form a duopoly in molecular beam epitaxy (MBE) equipment, and that the company has recently been revalued by the market due to its exposure to quantum computing. Serenity added that their holdings also include RIBER.

A tracking study commissioned by Hong Kong’s Investor and Financial Education Council found that herding behavior and emotionally driven trading among Hong Kong virtual asset investors have declined markedly compared with 2022, though several behavioral biases remain widespread. According to Odaily, the research was conducted by the Department of Applied Social Sciences at The Hong Kong Polytechnic University and surveyed about 1,000 virtual asset investors between November and December 2025, with results released in June 2026 at a seminar of the International Organization of Securities Commissions’ (IOSCO) Retail Investor Committee. The study reported that the score for blindly following market trades fell to 3.19 from 3.63, while tendencies to imitate market behavior and chase rising prices also declined. The findings said overall investment behavior became more rational after the implementation of a regulatory regime for virtual asset trading platforms in 2023. However, the study said several behavioral biases remained significant, including reliance on past experience (3.86), fear of missing out (3.77), the disposition effect (3.68), the gambler’s fallacy (3.66), and reliance on authority (3.63). By investor type, the largest group was described as “trend-following but cautious,” accounting for 33.9% and mainly consisting of investors aged 18 to 29. This group had the highest share of women among the categories at 43% and was characterized as being influenced by market sentiment and becoming more conservative after losses. The second-largest group, described as “holding while trapped,” accounted for 25.5% and was mainly mid-level professionals aged 30 to 39 who tended to hold positions for extended periods after losses while waiting for a rebound. The study also identified a “confident risk-taking” group at 22.2%, mainly high-education, high-wealth men who were prone to overconfidence and increasing high-risk allocations, and a “fear of falling behind” group at 18.4% with relatively ample assets but frequent trading driven by FOMO. Cui Yongkang, a chair professor in the department, said the virtual asset market is heavily influenced by social media and information dissemination, and that investor education should incorporate behavioral science to improve rational decision-making during market volatility.

According to the announcement from Binance, the exchange will suspend deposits and withdrawals of token(s) on the Base network starting at approximately 2026-06-25 17:00 (UTC) to support a planned network upgrade and hard fork. Binance said the upgrade and hard fork are expected to occur at the block height of 1,782,410,400, or at approximately 2026-06-25 18:00 (UTC). The company stated it will manage the technical requirements related to the upgrade for users during the suspension period. According to the announcement from Binance, trading of token(s) on the Base network will not be affected by the temporary halt of deposits and withdrawals. Binance said deposits and withdrawals will reopen once the upgraded network is deemed stable, and added that no further announcement will be posted regarding the reopening.

US gasoline prices fell below $4 a gallon for the first time since March, easing pressure on consumers after months of surging fuel costs. According to Bloomberg, prices had climbed following a historic global supply disruption.

4年ごとに、サッカー場の激戦は、もう一つの世界的な市場――暗号資産――にもひそかに影響を与えている。

暗号資産分野では、伝統的な金融資産のトークン化が台頭しており、トークン化された株式と実世界資産は最も急成長しているカテゴリーであり、それぞれ3,314.3％（14種類から478種類へ）および1,903.1％（64種類から1,282種類へ）と急増した。

BTC、マイナー、人工知能、ハッシュレート、チップ、マイニングは採算が取れなくなったが、マイニング企業の保有する電力には価値が生まれた。金色財経、この両者が共存することこそが、最も安心できる発展の道である。

米連邦準備制度理事会（FRB）は政策金利を据え置いたが、インフレ懸念が継続していることを踏まえ、ケビン・ウォッシュ（Kevin Warsh）新議長の下で利上げが行われる可能性を示唆したため、ビットコインや株式市場は下落した。

ウォッシュが何を言おうと、短期的には何をしてしようと、ウォッシュの長期的な行動を予測したいのであれば、注目すべきはトランプだけだ。

K33によると、BTCは弱気相場の底に近づいている可能性がある。現在、長期保有者が流通供給量の過去最高となる79％を支配しており、「古くから保有されているコイン」の支出が過去最低水準にあることから、マクロ経済の不確実性が続く中でも、市場では引き続きポジションが積み上げられていることが示唆されている。

スペインの元首相ホセ・ルイス・ロドリゲス・サパテロ氏は、裁判所で汚職、マネーロンダリング、脱税の容疑で訴追されている中、航空会社「プラス・ウルトラ」への5300万ユーロの救済資金確保に関与したとする主張を否定した。捜査が拡大するにつれ、当局はビットコインやライトコインの保有の可能性を含め、同氏の資産の追跡を進めている。

6月12日に上場したスペースXは、1株135ドルで750億ドルを調達し、同社の企業価値は2兆ドルを超え、イーロン・マスク氏は世界初の「トリリオネア」となった。公募価格で早期に購入した投資家は、ほぼ即座に約20％の利益を得た一方、長年にわたり非公開企業として投資を続けてきた投資家たちは、それよりもはるかに大きな利益を手にした。

FRB、ウォッシュ、インフレ、米国債。もしFRBが先頭に立って、インフレの真っ只中に裸で立ち続けるというのなら、ゴールデン・ファイナンス、そのまま空売りを続けよう。

暗号資産の「ムード市場」の時代は終わりを迎えつつある。ストーリーよりもビジネスモデルの方が重要になるだろう。市場がこのサイクルを完了する時期は、多くの人が予想しているよりも早く訪れるだろう。