스트라이프(Stripe) 산하 기업인 브리지(Bridge)가 룩셈부르크에서 MiCA 및 EMI 라이선스를 취득함으로써, 유럽연합 전역에서 규제 대상인 스테이블코인 및 결제 서비스를 운영할 수 있게 되었다. 이 라이선스를 통해 기업들은 단일 플랫폼을 통해 유로화 담보 스테이블코인을 발행하고, 국경을 초월한 유로화 결제 서비스를 제공할 수 있게 된다.

Lei Jun increased his stake in Kingsoft Corp (3888) to 26.35% after buying shares on June 29 and July 2-3, according to Ming Pao. Equity disclosure filings showed Lei bought 1.2872 million shares at an average price of HK$21.9994 on June 29, 896,000 shares at HK$22.5 on July 2, and 200,200 shares at HK$22.74 on July 3. His holding rose from 26.18% to 26.35%.

The Danish krone is trading at all-time lows against the euro, fueling speculation that Denmark’s central bank may have shifted its strategy for defending the currency peg, according to Bloomberg.

Ping An increased its holding in Agricultural Bank of China (1288) by 170 million shares on June 30 at an average price of HK$5.3 per share, lifting its stake from 25.84% to 26.39%, according to Ming Pao.

연방준비제도(Fed)의 워시 의장은 유럽중앙은행(ECB) 포럼에서 연준이 금리 전망 지침을 포기하고, 향후 정책 결정은 전적으로 실시간 경제 지표에 의존할 것이라고 분명히 밝혔다.

The Reserve Bank of India (RBI) has reportedly supported a containment approach for digital assets aimed at shielding banks and other financial institutions from exposure to cryptocurrencies and privately issued stablecoins, as lawmakers prepare a report on India’s digital asset policy. According to Cointelegraph, RBI Deputy Governor Rohit Jain and Executive Director P. Vasudevan presented the central bank’s position to the Parliamentary Standing Committee on Finance on Thursday, as reported by The Economic Times. In a background note submitted to the panel, the RBI reportedly said prohibition remained a recognized policy option and recommended preventing the use of crypto in payments and settlements while restricting banking-sector exposure. The central bank also reportedly argued that applying traditional regulation to crypto could legitimize speculative assets and create a false perception of safety among users. At the same time, it urged policymakers to distinguish crypto from tokenized government securities, corporate bonds, and other regulated financial instruments so that restrictions would not hinder tokenization. The RBI’s reported stance comes as India ranked first in Chainalysis’ 2025 Global Crypto Adoption Index, though the central bank reportedly challenged the methodology behind private-sector adoption rankings. The latest proposal also echoes the RBI’s earlier approach from 2018, when it directed regulated financial institutions to stop dealing in crypto or providing services to individuals and businesses involved in crypto activity. That move effectively cut off crypto exchanges from India’s banking system without prohibiting individuals from owning or trading crypto. India’s Supreme Court overturned the circular in March 2020 after a challenge brought by exchanges and the Internet Mobile Association of India. While the court recognized the RBI’s authority to take preventive action, it found the measure failed the test of proportionality, noting the central bank had not shown harm suffered by entities it regulated. In May 2021, the RBI clarified that banks could no longer cite the invalidated circular when cautioning customers against crypto transactions, while stating that regulated institutions could continue applying know-your-customer, anti-money laundering, and foreign-exchange compliance requirements.

US spot Bitcoin ETFs recorded $221.7 million in net inflows on Thursday — the strongest single-day intake since early May and the first daily total above $200 million in over six weeks — snapping a 10-day outflow streak that had totaled more than $2.7 billion. Bitcoin reclaimed the $61,000 level as the flows reversed, with the global crypto market cap climbing 2.4% to $2.22 trillion. The inflow day is the most constructive ETF data point of the entire June correction — and it arrived with one notable exception: BlackRock's IBIT, the largest Bitcoin ETF by assets, kept bleeding. The Numbers Behind the Rebound Fidelity's Wise Origin Bitcoin Fund led Thursday's recovery with $166 million in net inflows — accounting for roughly 75% of the day's total and the largest single-fund daily inflow in weeks. ARK 21Shares Bitcoin ETF followed with $91.8 million. VanEck's HODL attracted $4.4 million and Valkyrie's BRRR added $1.7 million. The $221.7 million total ends a 10-day outflow streak and represents the first clear reversal of the June outflow pattern that produced a record $4.5 billion in monthly redemptions — the worst month for Bitcoin ETFs since their January 2024 launch. A single strong inflow day does not confirm a sustained reversal, but the scale of Thursday's figure — the first above $200 million since early May — provides the first data point of genuine institutional re-engagement that every bottom-signal framework has identified as a necessary condition for confirmed recovery. BlackRock's IBIT Is Still Bleeding — The Divergence That Matters The most analytically significant detail in Thursday's flow data is the divergence between Fidelity and BlackRock. While FBTC attracted $166 million, BlackRock's IBIT posted $40.4 million in net outflows — its 11th consecutive session of redemptions since June 17 and part of a streak that has now cost the fund more than $2.2 billion in cumulative outflows. IBIT is the largest US spot Bitcoin ETF by assets and the product most closely associated with institutional and financial advisor allocation to Bitcoin. Its continued outflow streak even on a day when Fidelity and ARK attracted over $250 million combined suggests the institutional re-engagement seen Thursday is not yet broad-based. Fidelity and ARK buyers skew more toward crypto-native and active investors; IBIT's buyer base is more heavily weighted toward traditional financial institutions and RIA platforms. A sustained inflow recovery that does not eventually include IBIT — or that depends on IBIT's outflows slowing to zero rather than turning positive — would represent a partial rather than complete reversal of the institutional exit that defined June. Altcoin ETFs Join the Recovery The rebound extended beyond Bitcoin. US spot Ether ETFs attracted $29.1 million on Thursday, following $14.9 million in inflows the day before — two consecutive positive sessions for a product that had been bleeding alongside Bitcoin throughout the June correction. XRP ETFs returned to net inflows at $6.6 million after two consecutive sessions of outflows. The simultaneous recovery across Bitcoin, Ether, and XRP ETF products suggests Thursday's inflow day reflects a broader sentiment shift rather than rotation from one crypto asset to another. The Fear and Greed Context Crypto market sentiment on Friday was measured at an "extreme fear" reading by Alternative.me's Fear & Greed Index — the same sentiment zone that has historically marked accumulation opportunities in prior cycles. Bitwise CIO Matt Hougan publicly suggested the market could be nearing a bottom in a note to clients, citing the STRC and MSTR dynamics alongside end-of-cycle indicators as evidence that the structural stress has been sufficiently priced in. Extreme fear sentiment combined with a first $200 million-plus ETF inflow day since May is the combination that bottom-signal frameworks have been waiting for throughout June — but the IBIT outflow streak, the Reuters poll consensus of no Fed cuts through 2027, and Thursday's nonfarm payrolls data arriving simultaneously mean Thursday's inflow figure needs to be confirmed by sustained follow-through before it can be characterized as the inflection point rather than a single constructive data point in an otherwise bearish trend.

Lukang Biochemical said its current production and business operations are normal and have not seen any major changes after its shares met the criteria for abnormal trading fluctuations. According to Jin10, the company issued a volatility announcement stating that over three consecutive trading days—July 1, 2026, July 2, 2026, and July 3, 2026—the cumulative deviation in its closing price increase reached 20.66%. Under relevant provisions of the Shenzhen Stock Exchange Trading Rules, this falls under abnormal stock trading fluctuations. The company said it has noticed that market attention has recently increased for sectors related to livestock and poultry breeding and the veterinary drug industry chain, with trading activity in those sectors rising. Lukang Biochemical said its main business covers the research and development, production, and sales of animal health products, plant protection products, and food additives. It reiterated that its current production and operating conditions are normal and that no major changes have occurred.

한 편의 글로 파헤치는 Circle의 사업 기반과 기업 가치 평가 논리: OUSD 패닉과 시장 전반의 조정으로 인한 단기적인 오판 매도, 60달러 이하에서는 선행 매수 및 법안 관련 공방 속 좋은 기회가 찾아올 수 있다

망설임에 발이 묶이지 말고, 근시안적인 생각으로 소중한 시간을 헛되이 보내지 마십시오. — 우리에게 주어진 이 웅장하고 위대한 시대를 절대 놓치지 마십시오.

예측, 암호화폐 시장, 예측 시장: 플랫폼 심사 모델에서 개방형 프로토콜로 전환, 골든파이낸스, “예측 시장의 유효성은 진실을 가려내는 능력에 달려 있다.”

넷플릭스는 고(故) 배우 진 와일더의 유족으로부터 승인을 받아, 새로운 리얼리티 시리즈 《원카의 황금 티켓》을 위해 AI 기업 일레븐랩스(ElevenLabs)를 통해 고인의 목소리를 재현했다. 이 결정은 논란을 불러일으켰는데, 일부 팬들은 이러한 헌사를 칭찬한 반면, 다른 팬들은 사랑받던 배우의 목소리를 되살리기 위해 AI를 사용한 것에 대해 비판했다.

미국 당국은 800만 달러 규모의 암호화폐 랜섬 사기 사건과 관련된 혐의를 받기 위해 핀란드에서 한 용의자를 송환한 데 이어, 악명 높은 해킹 집단 ‘스캐터드 스파이더(Scattered Spider)’에 대한 단속을 강화했다.

두바이는 가상자산 규제청(VARA)이 50번째 가상자산 서비스 제공자(VASP) 라이선스를 발급함에 따라, 세계 최고의 암호화폐 허브가 되기 위한 경쟁에서 입지를 공고히 했으며, 이로써 라이선스를 취득한 기업 수 측면에서 경쟁 지역인 홍콩과 싱가포르를 앞지르게 되었다.

앤트로픽은 삼성전자와 맞춤형 AI 칩 생산을 위한 초기 협의를 진행 중이며, 삼성전자의 2나노미터 공정과 첨단 패키징 기술을 도입하는 방안을 검토하고 있다. 아직 합의에 이르지 않았으며, 앤트로픽은 해당 칩을 AI 훈련용인지 추론용인지에 대해서도 아직 결정하지 않았다.

사람은 자신의 재능을 낭비하지 않으려면, 얼마나 거대한 기계 속에 자신을 넣어야 할까.