Michael Burry disclosed a fresh basket of short positions on June 30 targeting Tesla, Nvidia, Caterpillar, Applied Materials and the semiconductor sector. In a Substack post titled “Trading Post June 30, 2026,” according to BeInCrypto, Burry framed the trades as a single bet against an overheated AI cycle, calling the semiconductor index “a pure form of overvaluation” and rolling SOXX puts out to March 2027. Days later, the Philadelphia Semiconductor Index fell more than 6% on July 2, while Tesla dropped 7.5% despite reporting Q2 deliveries of 480,126 vehicles. The report said the chip selloff followed news Meta is building “Meta Compute” to lease surplus AI data center capacity.

Celestia has launched its V9 network upgrade on the mainnet, reducing block time from 6 seconds to 3 seconds. According to Foresight News, the upgrade also introduces the x/fibre module, described as an advanced feature aimed at data availability (DA).

A Hong Kong court is set to hear a liquidation petition next month against a unit of China’s state-backed SDIC Commodities Co. after a loan default, according to Bloomberg. The petition is the latest sign of mounting financial troubles for the metals trader as Beijing intensifies scrutiny of the opaque sector.

U.S.-based users are the largest political betting cohort on Polymarket by contracts traded and wallet count, despite the crypto-based prediction market’s efforts to restrict access for U.S. citizens, according to new research from blockchain analytics firm Allium. According to Cointelegraph, Allium said in a report published on Thursday that blocking access “did not end US participation,” and instead pushed demand offshore and outside U.S. oversight. The report also stressed that Polymarket’s global platform should not be confused with Polymarket US, a U.S.-regulated platform that launched in December with a narrower set of markets. Allium’s findings add to ongoing scrutiny facing prediction markets, as Polymarket continues to navigate legal and political pressure while attempting to enforce geographic restrictions. Polymarket cut off U.S. users from its global platform as part of a $1.4 million settlement with the Commodity Futures Trading Commission in 2022, but Allium’s data suggests those measures have not fully worked. Allium said its estimates are based on the 6% of wallets it could tag with a country, meaning the results are directional. The firm also reported that U.S. users show comparatively higher interest in foreign conflict-related markets than other users, with five of the U.S. cohort’s top 12 markets by notional volume tied to the Iran war, while showing less interest in election-related markets that are permitted on Kalshi and Polymarket US. Cointelegraph reported it contacted Polymarket for comment. Separately, a June study by Rutgers University statistician Harry Crane estimated that 30% of Polymarket trading volume comes from the U.S., and that U.S.-based users sent between $10.6 billion and $26.7 billion through Polymarket between May 2025 and April 2026, despite IP and VPN blocking. The Information reported in May that Polymarket has been blocking certain IP addresses associated with VPN services. Allium also outlined that Polymarket is fully blocked in more than 34 countries, including Spain, while Singapore, Thailand, Taiwan, and Poland are listed as “close only,” and restrictions also apply to Ontario in Canada and the regions of Crimea, Donetsk, and Luhansk in Ukraine.

Options traders are paying more to hedge against sharp moves in the yen ahead of thin US holiday trading, as speculation grows that Japanese authorities may be less predictable in how they intervene to support the currency, according to Bloomberg.

Prices for branded gold jewelry in China rose by about 30 yuan per gram from the previous day, with most quotes in the 1,260 to 1,262 yuan-per-gram range. According to Jin10, a July 3 update said a comparison of domestic gold jewelry prices showed that several brands’ pure-gold jewelry prices rebounded from the prior day and were generally up about 30 yuan per gram.

AIコンピューティングリソースの販売を検討しているMetaと、自社開発チップを採用するAnthropicは、それぞれ異なる道筋をたどっているが、その両者が指し示すのは同じ変化である。AI企業は、単に設備投資を拡大し続けるだけでなく、既存のインフラからの投資収益率をいかに高めるかを考え始めている。

FBIのカッシュ・パテル長官は、ビットコイン関連の投資信託「ストラテジー」への6桁の投資を、株式購入から6カ月以上経って明らかにしたことで、新たな批判にさらされている。FBIが暗号資産関連犯罪への取り締まりを強化する中、この件は利益相反の疑いを招いている。

米国財務省がISIS-Kに関連する134の仮想通貨アドレスを制裁リストに追加したことを受け、テザーは131のTRONウォレットの資金を凍結した。

インドは、WhatsAppの新しいユーザー名機能が詐欺師にとっての「開かれた扉」になると指摘している。一方、Metaは「鍵」を備えていると主張している。5億人のユーザーが関わる問題である以上、どちらかの主張が正しいはずだ。

Metaのクラウド事業に関する発表が引き起こした市場の動揺――AIハードウェアのバブル懸念とセクターローテーションの分析。

長期的には、市場が規模拡大に適した最適な設計を選別し、あらゆるニッチな分野を網羅し、客観的な事実を忠実に反映する最適な取引プラットフォームを構築することになるだろう。これこそが、予測市場の基盤となるアーキテクチャ設計の本来の目的である。

米国の6月の非農業部門雇用者数は5万7000人の増加にとどまり、市場予想のほぼ半分となった。これに先立つ2ヶ月分のデータはともに下方修正された一方、失業率は1年ぶりの低水準に低下した。市場におけるFRBの近々の利上げに対する強い懸念は、現在和らいでいる。

OUSDが力強く台頭したことで、Circleが独占していたコンプライアンス対応ステーブルコインの構図を打ち破っただけでなく、市場に伝統的な金融と暗号資産分野の融合という深層にある野心を改めて見直させることとなった。また、Circleが現在直面しているプレッシャーは、老舗ステーブルコイン大手が抱える発展上の懸念を浮き彫りにしている。

「金色財経」は、仮想通貨・ブロックチェーン業界の朝刊『金色早8点』第3108号を発行し、デジタル通貨およびブロックチェーン業界に関する最新かつ最速のニュースをお届けします。

EU、規制、趙長鵬、MiCAの適用期限が到来：バイナンスが排除される中、欧州の100億規模の流動性を誰が分け合うのか？ 金色財経、MiCAというこの課題に対し、EUが提示したのは選択問題ではなく、淘汰戦である。