The head of the International Atomic Energy Agency (IAEA), Rafael Grossi, said Iran could choose to lower the concentration of its nuclear material or ship it out of the country, but it must agree to do so. According to Jin10, Grossi said Iran has these options, but emphasized that Iran must consent to the step.

Spain’s securities regulator will not grant extensions or exemptions to crypto companies that fail to obtain an EU Markets in Crypto-Assets (MiCA) license by the end of June, CNMV Chair Carlos San Basilio said. According to ChainCatcher, citing a Reuters report, San Basilio said large platforms that are not licensed must withdraw from the EU market in line with the rules. He said regulators are maintaining close communication with unauthorized firms, focusing on their exit plans and arrangements for transferring client assets to protect investors. San Basilio also warned that investors who initiate new trades on unauthorized platforms will no longer be protected under the MiCA framework.

Companies are reassessing returns on AI spending and moving away from high-consumption “tokenmaxxing” toward efficiency-first usage, creating new growth constraints for large-model providers. According to Odaily, multiple firms have begun cutting or optimizing model-calling costs. Lindy CEO said the AI startup shifted 100% of its traffic from Anthropic’s Claude to the lower-cost DeepSeek and expects to save millions of dollars in expenses within a few months. The report said corporate AI budgets are tightening, with cost controls and ROI-focused approaches replacing previously unlimited model usage. Some companies have introduced tiered budgets for AI tools; Uber has set a monthly cap on internal AI spending. Analysts said that as enterprises move from expanding usage to more refined, selective calling, the high-growth model previously relied on by OpenAI and Anthropic is facing challenges. Industry data still indicates strong growth, with Anthropic’s annualized revenue at about $47 billion and OpenAI’s run rate near $25 billion, though attention is turning to the sustainability of that growth. Model usage patterns are also changing, with techniques such as “model routing” gaining traction to assign simpler tasks to lower-cost models and reduce overall compute costs. Competition is intensifying as Microsoft, Amazon, and Google accelerate the rollout of lower-cost AI models and enterprise tools, further compressing pricing. The report added that large-model companies may face both expectations of slower growth and IPO window pressure as enterprise AI spending becomes more rational.

FTSE Russell's semi-annual index reshuffle takes effect after the US market closes this Friday, June 26 — and this year it coincides with the US quarter-end pension fund rebalancing window, creating what Goldman Sachs and JPMorgan are flagging as a double-impact capital flow event that could make Friday's closing session one of the most concentrated and volatile trading periods of the year. The Biggest Change: Nvidia Replaces Apple at the Top of the Russell 1000 The most significant single change in the reshuffle is Nvidia's ascent to the largest weighted position in the Russell 1000, replacing Apple, which drops to third place. The swap reflects the market capitalization reality of 2026: Nvidia has surpassed $5 trillion in valuation on AI chip demand, while Apple's 6.1% single-session crash Thursday on Mac and iPad price hike announcements has added fresh downward pressure to its weighting. Walmart will enter the Russell 1000's top ten weighted stocks for the first time — a notable development for a traditional consumer staples retailer achieving mega-cap status alongside AI infrastructure companies. AI Additions: SpaceX, CoreWeave, and the Continued AI Weight Expansion SpaceX and CoreWeave have been added to the Russell index system — further increasing the index weight of AI-related companies in what was already the most AI-concentrated US equity market in history. Bianco Research had noted earlier this year that 41 AI stocks accounted for nearly half of S&P 500 market capitalization — the most concentrated single-theme market in 150 years. The Russell reshuffle formalizes that concentration structurally within the index system, ensuring that passive funds tracking Russell indices automatically increase their AI exposure as the new weightings take effect. A total of 62 companies have been newly included in the Russell 1000. 237 companies have entered the Russell 2000. Alphabet and AMD have been removed from the Russell 1000 Value Index and completely reclassified as growth stocks — a reclassification that will force value-oriented passive funds to sell both positions and growth-oriented funds to add them. The Crypto Entry: BitMine Joins the Russell 1000 BitMine Immersion Technologies — the largest Ethereum treasury company in the crypto space, holding 5.673 million ETH alongside $233 million in annualized staking yield and $601 million in cash — joins the Russell 1000 with Friday's reshuffle taking effect. BitMine's inclusion means that ETFs and institutional funds tracking the Russell 1000 will be required to add BMNR to their portfolios, mechanically increasing institutional ownership of the largest dedicated Ethereum treasury vehicle regardless of those funds' views on crypto. The timing is notable: BitMine joins the index on the same day Bitcoin falls below $60,000 and Ether trades near $1,550 — the most challenging market conditions the company has faced since beginning its accumulation strategy. BitMine shares are down 93% from their July 2025 high. Russell 1000 inclusion provides a structural institutional ownership floor that does not depend on market sentiment. The Double Impact: $30 Billion in Pension Selling on the Same Day What makes this year's reshuffle particularly consequential is the simultaneous convergence with the US quarter-end pension rebalancing window. Goldman Sachs forecasts that US pension funds will net sell approximately $30 billion worth of equities by the end of the quarter — driven by the standard mean-reversion rebalancing mechanism where outperforming equity allocations are trimmed and underperforming bond allocations are topped up. With passive index rebalancing and pension fund rebalancing both concentrated at Friday's close, the resulting capital flow collision could produce extreme volatility in the final minutes of trading. Jay Woods, chief market strategist at Freedom Capital Markets, described the annual reshuffle as "Wall Street's list-cutting day" — thousands of companies re-ranked across indices based on latest market capitalization, with winners promoted and losers demoted. The addition of $30 billion in pension selling to the already mechanically complex index rebalancing flows compounds the directional uncertainty significantly. JPMorgan's Structural Read: What the Russell 2000 Loses When Growth Companies Graduate JPMorgan flagged a structural consequence of the Russell 2000-to-Russell 1000 promotions that has implications beyond Friday's trading. Companies moving from the Russell 2000 to the Russell 1000 typically exhibit stronger growth characteristics, higher volatility, and lower dividend payouts. As these companies exit the Russell 2000, the overall dividend yield of the remaining Russell 2000 constituents is expected to increase by approximately 16.5%. This structural shift will directly impact investors using income or value strategies benchmarked against the Russell 2000 — those funds will find their benchmark automatically yielding more as the highest-growth, lowest-dividend companies are promoted out. The change creates a mechanical tailwind for dividend-focused small-cap investing and a headwind for pure growth small-cap strategies benchmarked against the Russell 2000 going forward. What It Means for Crypto Into the Weekend Friday's Russell reshuffle — combined with the $10.6 billion Deribit options expiry and $30 billion in pension selling — creates the conditions for maximum end-of-quarter volatility across all asset classes simultaneously. Bitcoin, trading near $59,800 after touching $58,188, faces the same amplified closing session dynamics as equities. The $1.6 billion in leveraged long Bitcoin positions clustered near the $58,000 level that CoinGlass identified earlier Friday remain the specific crypto risk: if the Russell/pension/options closing volatility pushes equities sharply lower in the final minutes, Bitcoin's correlation with the Nasdaq at 0.6 means that cascade risk is live rather than theoretical. How Bitcoin closes Friday will set the tone for July and determine whether June 30's STRC ex-dividend date and dividend rate reset are the most important catalysts of the coming week, or whether the conversation has shifted to defending the $55,000 support level Gabe Selby of CF Benchmarks identified as the next major floor below the historical $50,000-$60,000 buying zone.

Robert Bosch GmbH Chief Executive Officer Stefan Hartung is stepping down after leading a push to cut thousands of jobs and make the world’s biggest automotive supplier more competitive, according to Bloomberg.

Saylor说卖32个比特币只是为了测试一下，结果天塌了，市场根本经不起测试。

Goldman Sachs said U.S. IPO activity has doubled year over year, with about 50 companies going public so far in 2026. According to NS3.AI, the bank said issuance has reached roughly $120 billion at the year's midpoint, matching 2021's full-year record. Goldman Sachs also noted that several crypto-related firms have delayed or paused IPO plans this year, including Payward, Consensys, Ledger, and Grayscale.

The head of the International Atomic Energy Agency (IAEA), Rafael Grossi, said the agency has held initial communications with Iranian authorities. According to Jin10, Grossi described the contact as preliminary and did not provide further details.

AI驱动的存储芯片通胀，已经从"供给端的狂欢"变成了"需求端的毒药"。

A smart money address placed more than $172,000 in bets that Norway will not win against France, according to monitoring data. According to NS3.AI, the same address also bought $136,000 in bets that the match will not end in a 3-3 draw. The report did not provide additional details about the platform used, timing of the wagers, or the identity behind the address.

全球主要经济体中首个将加密资产从“支付手段”全面升级为“金融产品”的监管范式转变。

Strategy设计出了最精妙的茧，然后困住了自己。

这家加密货币基础设施公司BitGo Holdings已裁减约15%的员工，目前正围绕其视为行业下一个主要增长领域的领域——人工智能、稳定币和数字结算——重塑业务。

据报道，OpenAI在决定维持1万亿美元的估值目标、而非接受较低的市场估值后，正考虑将原定的首次公开募股（IPO）推迟至2027年。

BTC,后市观点一览：BTC的底究竟在哪里？ 金色财经,财库公司、机构和部分KOL对于BTC后市的观点。

MicroStrategy,BTC,我对Strategy进行了三年的极端压力测试 结果是... 金色财经,Strategy会陷入“死亡螺旋”吗？

一位曾供职于谷歌和Meta的工程师（网名为TechLead）宣布，在经历了其认为的“比特币之死”后，他已出售了全部比特币持仓。他认为，此次事件是由过度杠杆、市场流动性减弱以及人们对比特币长期经济性的担忧日益加剧所导致的。

韩国已开始将加密货币持仓纳入其“新起点基金”债务减免计划的资产审查范围，该计划面向小微企业主和个体经营者。通过国内主要加密货币交易所进行交易的申请人，现在必须在评估过程中提交其数字资产持仓证明。