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According to DefiLlama data, the total locked value (TVL) of DeFi across the network once fell below 70 billion USD, setting a new low since February 2024. Currently, the total TVL across the network is approximately 70.129 billion USD.From the peak of about 171 billion USD in October 2025, DeFi TVL has cumulatively decreased by about 60%. In the past 7 days, the total market value of stablecoins has slightly decreased by 0.97%, while DEX spot trading volume has increased by 8.21% compared to the previous week.

SHAZ announced the completion of a $1.6 billion financing to support a six-year strategic partnership with NVIDIA; 11 hours ago, a fund under Leopold Aschenbrenner announced an increase in its holdings of SHAZ to 19.9%. The former rose by 1.45%, while the latter saw an after-hours increase of 14%. The SEC requires that public reports be submitted when a fund's shareholding exceeds 5%.

According to monitoring by BitcoinTreasuries.NET, the Spanish listed company Vanadi Coffee (VANA.MC) has increased its holdings by 10 bitcoins, bringing its total holdings to 223 BTC, ranking 84th in the global corporate bitcoin holdings.

The semiconductor research institution SemiAnalysis has released a latest analysis indicating that Changxin Memory Technologies (CXMT) has clearly become the world's fourth largest DRAM manufacturer. Although its production capacity and cash flow are continuously growing, the institution believes that Changxin Memory still faces multiple challenges in equipment, technology, and market, and will not end the current storage "super cycle" in the short term.In terms of specific challenges, export controls on advanced semiconductor manufacturing equipment (such as EUV, advanced etching, and TSV tools) severely restrict Changxin's expansion into more advanced processes and high bandwidth memory (HBM) fields; although domestic equipment (such as Zhongwei Company, Northern Huachuang, etc.) has alleviated some pressure, it cannot fully resolve the integration and yield bottlenecks across multiple process links, resulting in its technology still lagging behind leading manufacturers by several generations. Additionally, Changxin's market share is currently still highly concentrated in the Chinese domestic market, with global expansion limited by geopolitical factors and customers' willingness to diversify their supply chains.In response to market concerns that Changxin might "impact the global market with cheap chips," SemiAnalysis clarified that there is currently a severe structural shortage in the DRAM market, and the increase in Changxin's production capacity may even struggle to fully meet domestic demand in China. In fact, the prices of Chinese memory chips are also soaring significantly, in line with the global upward trend, and Changxin is similarly a beneficiary of the shortage premium. Therefore, Changxin Memory should be viewed as a long-term structural competitive force, and in the current context of accelerated AI demand and constrained supply, it cannot shake the fundamental super cycle dominated by leading manufacturers in the short term.

According to on-chain data monitored by Catcher Predict, significant capital movements are predicted in the Polymarket market. A large whale invested $62,604.81 in the "Brazil vs Japan - More Markets" event, specifically on "O/U 2.5". Based on the current transaction price, the latest corresponding winning probability for this bet is 57%.

According to PR Newswire, BitMine increased its holdings by 27,084 Ethereum last week. As of June 28, 2026, its total Ethereum holdings reached 5,700,040, accounting for approximately 4.7% of the total Ethereum supply.Currently, the total value of cryptocurrencies, cash, and other investment assets held by BitMine is approximately $9.8 billion, which includes $555 million in cash and securities, 206 Bitcoin, $180 million in equity assets from Beast Industries, and a $74 million investment in Eightco Holdings. In addition, the amount of Ethereum it has staked has increased to 4,879,157 (over 85% of total holdings), valued at approximately $7.7 billion, with a current annualized staking yield of about $211 million.Tom Lee stated that BitMine was included in the Russell 1000 large-cap index during the Russell index annual reconstitution on June 26, 2026. This inclusion is expected to bring hundreds or even thousands of new institutional investors, as passive funds and ETFs typically hold 18% to 20% of the outstanding shares of publicly listed companies.However, this week has been challenging for crypto investors, with ETH down 8%, despite positive developments in the Ethereum ecosystem such as the establishment of Ethlabs, and a softening stance from the Bank of England on stablecoins. He believes that the "earnings manipulation" effect that appears near the end of the quarter has led investors to reduce holdings in assets that have underperformed over the past three months, but the long-term development path of the crypto industry remains positive, with the dual driving forces of Wall Street infrastructure moving on-chain and proxy AI payment systems still in place.

According to monitoring by Catcher Predict, in the event of "Bitcoin breaking through on June 29" in the prediction market Polymarket, the probability of the "Yes" option in the sub-market "60,000" has experienced drastic fluctuations, plummeting from 63.5% an hour ago to the current 42.5% (a fluctuation of 21%). Please note the impact of related breaking news.

According to Onchain Lens monitoring, a giant whale has once again withdrawn 340 BTC ($20.34 million) from Binance. This whale currently holds a total of 2510 BTC ($150.3 million) in two wallets.

According to on-chain analyst Ai Yi's monitoring, in the past 24 hours, a total of 12 addresses have cumulatively spent 1.985 million USD to open new positions in ANSEM, only counting the portion of purchases amounting to 100,000 USD and above, which has further propelled the coin price to break through 100 million USD.

According to Gate market data, BTC/USDT is currently priced at $60002.6, with a 24-hour decline of 0.32%.

According to GMGN data, the market capitalization of the Solana ecosystem Meme coin ANSEM briefly surpassed $120 million, setting a new historical high, and has now fallen back to $110 million, with a 24-hour increase of 9.7 times and a 24-hour trading volume of $88.2 million.Yesterday, crypto KOL Ansem stated on social media that due to Pump.fun "refusing to distribute funds (airdrop)," he had to provide a "stimulus fund" to the "on-chain trenches" (referring to on-chain Meme coin traders).ChainCatcher reminds users: Most Meme coins have no real use cases and are highly volatile, please pay attention to asset protection and do not FOMO.

According to Coinglass data, if ETH breaks through $1,647, the cumulative short liquidation intensity on mainstream CEX will reach $572 million. Conversely, if ETH falls below $1,499, the cumulative long liquidation intensity on mainstream CEX will reach $515 million.

According to Coinglass data, if BTC breaks through $62,519, the cumulative short liquidation intensity on mainstream CEX will reach $897 million. Conversely, if BTC falls below $56,975, the cumulative long liquidation intensity on mainstream CEX will reach $684 million.

Etherlink posted on platform X that the Etherlink EVM Bridge has become a target of a security attack. As a precaution, all transfers have been suspended to protect user funds while the issue is being investigated. No funds have been lost.The team is working closely with LayerZero, Asymmetric Research, and Zeeve to investigate the issue and ensure that the attack attempts are fully mitigated. A timeline for restoring services has not yet been determined.

Machi Brother Huang Licheng posted multiple tweets about the meme coin Machi, with the related token price once breaking through 0.0007 USD, currently reported at 0.000668 USD, with a daily increase of 235%.It is currently unclear whether the Machi Brother X account has been hacked, reminding community users to stay vigilant. The prices of meme coins are highly volatile, mainly driven by market sentiment and conceptual speculation, lacking clear practical application scenarios, and investors should be aware of the associated risks.

Jupiter Strategic Reserve Trust, Jupiter Litterbox Trust, increased its holdings by 177,570 JUP yesterday, worth approximately $39,000. This month, it has accumulated purchases of 13,346,232 JUP, worth about $2.93 million. So far, its total purchases amount to 142,703,464 JUP, worth approximately $31.4 million.Jupiter Strategic Reserve Trust is the official on-chain treasury fund of Jupiter, automatically transferring 50% of the revenue from the Jupiter protocol, continuously buying and holding JUP tokens in the open market through smart contracts, and is often humorously referred to by the community as the "Litterbox Trust."