Several brokerages have recently moved to terminate continuous supervision (sponsorship) agreements on China’s National Equities Exchange and Quotations (NEEQ), amid a wave of contract cancellations, according to Jiemian News. Northeast Securities said in a June 26 filing that it plans to end its supervision relationship with Tiancheng Yuantong (871875.NQ) after the company failed to pay supervision fees for six consecutive years; the brokerage said it has issued three written payment demands since signing the agreement in 2017 and that the conditions for unilateral termination have been met. Kaiyuan Securities also announced it would terminate its agreement with Borui Biotech (872404.NQ), citing two years of fee arrears. Jiemian News reported Borui Biotech’s bank accounts have been judicially frozen due to financing-related debt disputes, its 2025 annual report received a qualified audit opinion, and its revenue fell 37.14% year-on-year while net profit turned to a loss. Public information from the NEEQ showed that since the start of 2026, 11 listed companies have received unilateral termination notices from their sponsoring brokerages. Under revised 2020 NEEQ rules, companies that lose a sponsor and fail to find a new one within three months may be forced to delist.

BTC、暗号資産市場、相場、マイケル・セイラー：ビットコインの進化の道は不変を貫くことにある　金色財経、ビットコインの今後10年の発展ロジックを解説。

Thailand’s Ministry of Commerce said overall inflation was expected to be 2.79% in the third quarter. According to Jin10, the ministry described the figure as an outlook for Thailand’s third-quarter inflation rate.

An address lost $11.6 million after placing 15 World Cup bets over a 10-day period, according to Lookonchain monitoring. According to Odaily, the address recorded losses on 11 of the 15 bets, resulting in a win rate of 26.7%. The largest single loss was nearly $5 million, the report said.

Solana (SOL) spot exchange-traded funds recorded a net inflow of $5.75 million during the June 28 to July 2 trading week in U.S. Eastern time. According to Odaily, the figures were based on SoSoValue data. Bitwise’s BSOL posted the largest weekly net inflow at $8.32 million, bringing its cumulative historical net inflow to $898 million. Fidelity’s FSOL ranked second, with a weekly net inflow of $892,100 and historical net inflows totaling $194 million. Grayscale’s GSOL trust recorded the largest weekly net outflow at $3.47 million, while its historical cumulative net inflow stood at $110 million. As of publication, total net asset value across SOL spot ETFs was $936 million. The ETFs’ net asset ratio was reported at 1.99%, and cumulative historical net inflows across the products reached $1.14 billion.

European regulators and central bankers are urging new safeguards for the financial system, warning that rapid advances in agentic artificial intelligence are moving faster than traditional rulemaking and could intensify market instability. According to Cointelegraph, Bank of England Deputy Governor Sarah Breeden said agentic AI may amplify volatility during periods of market stress and questioned whether market-wide guardrails are needed. Speaking at the European Central Bank’s annual meeting in Sintra, Portugal, on Tuesday, Breeden compared potential protections to “circuit breakers or kill switches” that could limit or halt trading if faulty AI models trigger a broader market meltdown. Officials also highlighted a competitive tension: U.S. companies lead AI investment and frontier model development, while Europe’s financial system provides fewer capital channels into AI than U.S. equity markets. They cautioned that overly cautious regulation could widen that gap if AI firms shift toward jurisdictions with lower compliance requirements. European Central Bank President Christine Lagarde, in an interview with French outlet Les Echos on Thursday, described AI as a “major risk,” arguing that the speed and depth of model development are outpacing available defenses and the funding needed to build them. Lagarde said that while cybersecurity threats such as hacking and data theft have been discussed for about a decade, the acceleration of AI introduces a more serious challenge because it is happening “very, very quickly.” Separately, UK Financial Conduct Authority CEO Nikhil Rathi told CNBC’s Squawk Box on Thursday that conventional regulatory timelines are ill-suited to technologies that evolve in weeks or months, calling for new tools and a more collaborative approach with markets. The warnings echo earlier concerns raised by central bankers—particularly in Europe—about crypto’s potential to disrupt traditional finance. The Bank for International Settlements added to the debate on June 28, warning that AI “exuberance” could carry significant financial consequences. The BIS said that if central banks tighten policy to contain inflation, it could lead to a sharp pullback in AI-related asset prices after a prolonged period of risk-taking, potentially triggering disruptive macro-financial feedback loops. Breeden also pointed to rapidly rising debt financing, saying the financial stability impact of any decline in AI-related asset prices could increase. In an interview with Bloomberg on June 30, Tobias Adrian, Director of the IMF’s Monetary and Capital Markets Department, cited a “potential maturity mismatch” between the duration of physical assets and the duration of debt.

BTCは週末に一時63kを突破し、2週間ぶりの高値を記録、週間で4％近く上昇した。10日連続で資金流出が続いていたBTC ETFも、ついに2.2億米ドルの純流入となった。[1]

Ethereum spot exchange-traded funds recorded a net outflow of $13.67 million during the trading week from June 29 to July 3 (UTC-4). According to Foresight News, the figures were compiled from SoSoValue data. BlackRock’s ETHB had the largest weekly net outflow at $39.22 million, while its cumulative historical net inflow stood at $519 million. Grayscale’s Ethereum Mini Trust ETH recorded the second-largest weekly net outflow at $24.18 million, with historical cumulative net inflows totaling $1.81 billion. BlackRock’s ETHA led weekly net inflows among Ethereum spot ETFs, posting $44.65 million for the week. Its historical cumulative net inflow reached $11.12 billion. As of the time of reporting, Ethereum spot ETFs had a combined net asset value of $9.02 billion. Their net asset ratio, measured as ETF market value relative to Ethereum’s total market capitalization, was 4.38%, and cumulative historical net inflows totaled $10.89 billion.

Polymarketの最新データによると、Clarity法案が今年成立する確率はわずか49％にとどまっている。

SKハイニックスは7月10日、ADRの形でナスダックに上場し、290億米ドルの資金調達を行う予定だ。

半導体、NVIDIA、人工知能、NVIDIAの「Kyber」が2028年に延期――サプライチェーンにおける勝者と敗者　金色財経、延期によってペースが変わり、ついでに勝者の顔ぶれも書き換えられた。

韓国の輸出統計は発表頻度が高く、発表時期も早いことから、自国の経済や企業の収益動向を迅速に反映するだけでなく、世界の製造業サイクルや、今回のAI関連設備投資の動向を先取りして把握することも可能である。

Copper rose for a third day and aluminum extended a rebound from a four-month low, supported by fading expectations that the Federal Reserve will raise interest rates, according to Bloomberg.

2026年FIFAワールドカップは、予測市場にとって飛躍の契機となり、業界の将来をめぐる法的な争いが激化の一途をたどる中でも、Kalshiは過去最高の月間業績を記録した。

攻撃者は、人気のMac用クリップボードアプリ「Maccy」の偽アプリを利用して、「PamStealer」と呼ばれる新しいパスワード窃取型マルウェアを拡散させている。このマルウェアは、ユーザーを騙して偽のインストーラーを実行させ、ログイン認証情報、ブラウザのデータ、および仮想通貨ウォレット情報を盗み出す。

OUSD、Dragonflyのパートナー：OUSDがCircle／Tether／Paxosの3大企業に与える影響は？ 金色財経、ステーブルコインの細分化はさらに進む見通し

ARK Invest、投資、ハッシュレート、ARKが暗号資産関連株を大量買い：リスクは低減か、それとも二重の圧力か？ 金色財経、暗号資産関連株の変動幅はビットコインをはるかに上回っている。