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Due to Meta CEO Mark Zuckerberg revealing that the company is considering leasing excess AI computing power, concerns have arisen in the market about the "shift from buying to leasing" AI infrastructure. South Korean semiconductor giant SK Hynix and the South Korean stock market (KOSPI) experienced a sharp decline. According to data from the Gate platform, SK Hynix (SKHYNIX) is currently priced at $1,538.3, with an intraday drop of nearly 10%. The volatility in the stock market has led to increased activity in related contract trading. According to CoinGlass data, the contract position for Gate SK Hynix (SKHYNIX) exceeds $26.29 million, and the 24-hour contract trading volume exceeds $34.41 million, both ranking among the top in the industry.

According to on-chain data monitored by Catcher Predict, significant capital movements are predicted in the Polymarket. A large whale invested $80,000 in the "Spain vs. Austria - More Markets" event, specifically targeting "Spain (-1.5)". Based on the current transaction price, the latest corresponding winning probability for this target is 49.67%.

According to The Block, the combined trading volume of Kalshi, Polymarket, and Polymarket US in June reached $44.8 billion, a 75% increase from May's $25.66 billion.Among them, Kalshi performed the best, with a trading volume of $31.5 billion in June, a month-over-month increase of 87.4%; the main platform of Polymarket had a trading volume of $10.26 billion, a month-over-month increase of 45%; and the Polymarket US platform had a trading volume of $3.04 billion.The report pointed out that the surge in trading volume was mainly due to the opening of the 2026 World Cup on June 11. Kalshi's World Cup champion prediction market has attracted over $832 million in bets.

After Marc Zeller, the founder of the Aave-Chan Initiative (ACI) and a contributor to Aave's ecosystem governance, announced the end of the ACI project, community users inquired whether he still held AAVE tokens or had sold them. In response, Marc Zeller stated that he had liquidated his AAVE holdings when he resigned from Chaos Labs (he may still hold a very small amount of "dust-level" tokens).Previously, Marc Zeller announced that the governance work of ACI, which lasted for more than three years, had concluded, and a new project is expected to be announced soon. During his participation in governance, the Aave protocol transformed from an annual deficit of about $35 million to an annual revenue of approximately $150 million, while the AAVE token increased about ninefold during the same period.

Bitget's unified account has officially supported the full margin mode for stocks issued by the Reality protocol (rToken). This upgrade incorporates rToken into the unified account's shared fund pool, further connecting the unified fund management scenario between crypto assets and tokenized stocks.Through the unified account, users can manage spot, contract, and leveraged products in one account, eliminating the need for frequent fund transfers between different accounts. Different products can share margin, and profits and losses can be calculated collectively, thereby improving fund utilization efficiency and simplifying asset management.

According to official news, the Gate stock derivatives section will launch on July 2 at 14:00 (UTC+8) with the following perpetual contract trading (settled in USDT) for NKE (Nike), MAR (Marriott International), MUU (2x Long Daily ETF for Micron), XLU (Utilities Sector ETF), CCL (Carnival Cruise Line), BUD (Anheuser-Busch InBev), FOXA (Fox Corporation Class A), CMCSA (Comcast), and ABNB (Airbnb), supporting 1-20x leverage.

CryptoQuant data shows that in Q1 2026, the total loan size of the CeFi credit market decreased by 6% quarter-on-quarter to $23.3 billion, marking the first contraction across the industry since Q3 2024. The reduction in loan size is attributed to crypto users reducing leverage during the bear market.Tether remains the largest lender, with a loan size of $15.8 billion and a market share of 68%, followed by Maple Finance ($2.1 billion, 9%) and Nexo ($1.8 billion, 8%). Market share is shifting towards Maple, Nexo, and Coinbase, with the three experiencing increases of 1.0, 0.5, and 0.7 percentage points respectively during the quarter. Coinbase and Maple saw loan sizes grow by approximately 6% quarter-on-quarter, while Nexo recorded nearly 1% growth, making them the only three major lenders to experience growth. The remaining institutions saw a contraction in loan sizes, with Galaxy Digital (-21%) and Ledn (-19%) leading the declines, while Tether's loan size decreased by 7%.

Investigative journalist Whitney Webb released a series of investigations about the origins and ambitions of Polymarket.She stated that the claim in Polymarket's official narrative that "Shayne Coplan founded the company alone in 2020 and started it in a bathroom" is not true; the origins of Polymarket can be traced back to the earlier company TokenBnk and has connections to Israeli-related crypto projects.Webb said that the first part of the series will outline Polymarket's early history and discuss its potential connections with Peter Thiel-related forces and DARPA's early prediction market projects.

According to Jinshi, the increase in ADP employment in the U.S. for June is the lowest since March, and the market focus is quickly shifting towards more macro indicators and external risk events. The statements from Federal Reserve officials have eased, leading to a collective rebound in the precious metals sector.

According to BBX data, the prediction market faced a dual attack yesterday, with traditional exchange infrastructure accelerating its on-chain transition. The core dynamics are as follows:The prediction market/event contract ecosystem where Robinhood Markets, Inc. (NASDAQ: $HOOD) operates suffered a dual regulatory blow yesterday: first, the U.S. Commodity Futures Trading Commission (CFTC) has launched a comprehensive investigation into Polymarket (privately held), covering its social media activities and suspected wash trading behaviors; second, a Michigan court ruled to prohibit Kalshi (privately held) from offering sports betting services to residents in Michigan. Although these two incidents directly target Polymarket and Kalshi, their strategic importance to Robinhood cannot be ignored—Robinhood provides event contract products linked to KalshiEx LLC or ForecastEx LLC through its subsidiary Robinhood Derivatives LLC, making it the largest distribution channel for prediction markets among regulated brokers in the U.S. The CFTC's escalation of enforcement investigations into similar platforms will directly impact Robinhood's event contract business compliance framework and product expansion speed; in June, the average daily trading volume in this sector reached a historic record.Nasdaq, Inc. (NASDAQ: $NDAQ) announced yesterday that it has chosen Pyth Network (on-chain price oracle protocol) as its on-chain distribution partner for TotalView (Nasdaq's full market depth data product), marking the first time Nasdaq has integrated its core institutional-level market data into a blockchain network—TotalView provides full-level buy and sell quotes and transaction data for the U.S. stock market, historically only available to traditional financial institutions (subscription-based); on-chain distribution means that DeFi protocols, decentralized exchanges, and smart contracts can now access Nasdaq-level real-time equity market data as an on-chain pricing basis for the first time. The Pyth Network token (PYTH) subsequently rose by over 6%, with the market interpreting this as a historic fusion point between traditional securities market infrastructure and decentralized finance.

According to CoinDesk, Wall Street investment bank Cantor Fitzgerald has released a report stating that the cryptocurrency market is entering the final stage of the current bear market cycle. Analysts pointed out that as of June 10, Bitcoin has been 252 days since its peak in 2025, with a decline of about 51%. In the previous three market cycles, Bitcoin typically reached its bottom 384 days after peaking; if history repeats itself, this round of decline may bottom out around the end of October. The report cautions that this model is not an accurate timing tool, and macroeconomic, regulatory, and geopolitical risks still exist, but the reflexive nature of the cryptocurrency market suggests that historical cycles may self-reinforce.Cantor suggests that investors shift their focus from speculative activities to networks with the ability to accumulate lasting value, identifying Hyperliquid as a typical case of fee-driven token economics. Bitcoin remains the benchmark currency asset, Ethereum is the dominant collateral layer for on-chain finance, and Solana, Sui, XRP, and Zcash each have differentiated advantages but still need to prove sustainable value. Cantor has also included digital asset treasury companies Forward Industries and Cypherpunk Technologies in its research coverage, giving them a buy rating, with target prices of $7.9 and $0.9, respectively.

Tom Lee posted on platform X, expressing his happiness to see the Ethereum Foundation carefully addressing key issues regarding the critical role of neutral blockchains like Ethereum in financial infrastructure, economics, and government and policy markets.

According to CoinMarketCap data, the performance of the top 100 cryptocurrencies by market capitalization is as follows: Top five gainers: MemeCore (M) up 79.2%, current price $1.21; Venice Token (VVV) up 13.15%, current price $14.28; Jupiter (JUP) up 12.02%, current price $0.2339; Morpho (MORPHO) up 10.93%, current price $2.08; Stellar (XLM) up 10.7%, current price $0.2025.

According to on-chain data monitored by Catcher Predict, significant capital movements are predicted in the Polymarket market. A large whale invested $72,000 in the "England vs. Democratic Republic of the Congo - More Markets" event, specifically on "O/U 2.5". Based on the current transaction price, the latest corresponding win rate for this target is 48%.

According to Marc Zeller, founder of the Aave Chan Initiative (ACI), the Aave DAO commissioned service provider ACI has officially ceased operations today, marking the end of this community-led governance platform after more than three years of operation.Reflecting on this, Marc Zeller noted that ACI was established during a low point for DeFi, with Aave's TVL shrinking to a quarter of its peak, and the protocol losing about $35 million annually. During its tenure, ACI helped Aave turn around its operational status to an annual revenue of $150 million, drove the AAVE price up by 9 times, and established a mature DAO governance and service network.Marc stated that the end of ACI is not the end of the journey, and new project plans will be announced soon.

According to on-chain analyst @ai_9684xtpa, the smart money that previously profited $4.15 million from going long on SK Hynix, Micron, and Intel has turned bearish for the first time.Around 17:30 today, they opened a package of short positions on Micron (MU), SK Hynix (SKHX), SanDisk (SNDK), Intel (INTC), and BTC, with a total position exceeding $34.9 million. The U.S. stock market opened with a sharp decline, and within just four hours of opening the positions, they had already realized a profit of $1.742 million.

According to CoinDesk, the on-chain prediction market platform World has launched on Solana, allowing users to trade contracts linked to cryptocurrency prices, the 2026 World Cup, and other events using Solana wallets. It will later expand to sports, geopolitics, and macroeconomic markets.The platform is designed to be non-custodial, with user funds only moving when participating in the market. Positions, settlements, and payouts are all completed on-chain, using the CASH stablecoin launched by Phantom as the settlement asset, with data and settlement oracle infrastructure provided by Chainlink to reduce reliance on manual adjudication.

According to Jinshi, U.S. President Trump stated that the stock market is rising, and everyone is making a profit. I am also making a profit.We are building many car factories and artificial intelligence projects in the United States. By the time I leave office, we may occupy 50% of the chip market.

According to Jinshi reports, Meta Platforms' pre-market stock price rose by more than 8%, as the company is building a cloud business to sell excess AI computing power.

Bitget announced the expansion of the GetAgent Playbook, incorporating US stocks into the AI strategy system, providing users with AI stock selection and automatic order placement features. The GetAgent Playbook will launch in June 2026, allowing users to browse, subscribe to, and deploy preset strategies with one click.In the first week of launch, the product had over 30,000 unique users, with a total investment of over $100,000, and more than 600 users created personalized strategies, with the highest return rate for a single account reaching 145%.This new US stock segment adds multiple strategies, covering both selection and execution. Among them, the stock selection strategies include AI selection, quality business model screening, Beta growth investment, macro event-driven strategies, and analyst rating tracking; in terms of automatic order placement, it introduces QQQ intelligent dollar-cost averaging, supporting the execution of DCA strategies based on fixed amounts and fixed periods, helping users to diversify their entry costs.