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Theo báo cáo của ZDNet Korea, Samsung Display dự kiến sẽ tăng mạnh nguồn cung OLED cho điện thoại gập của Apple và iPad vào năm tới. Mục tiêu OLED cho màn hình gập sẽ tăng từ khoảng 8 triệu chiếc năm nay lên 15 triệu chiếc năm sau, OLED cho iPad sẽ tăng từ khoảng 2 triệu chiếc năm nay lên 9 triệu chiếc năm sau, tổng cộng từ khoảng 10 triệu chiếc năm nay tăng lên khoảng 24 triệu chiếc.Apple là khách hàng cốt lõi của Samsung Display trong lĩnh vực OLED kích thước nhỏ. Tổ chức nghiên cứu thị trường UBI Research dự đoán tổng nhu cầu OLED cho iPhone năm nay khoảng 264,7 triệu chiếc, Samsung Display sẽ cung cấp khoảng 144 triệu chiếc, mục tiêu năm sau khoảng 148 triệu chiếc. Apple sẽ ra mắt điện thoại gập đầu tiên vào nửa cuối năm nay, Samsung Display dự kiến sẽ cung cấp OLED gập 7,8 inch. iPad sẽ sử dụng OLED trên các mẫu Pro từ năm 2024, năm nay mở rộng sang mẫu mini, năm sau sẽ mở rộng sang mẫu Air.Báo cáo trích dẫn các chuyên gia trong ngành cho biết, nếu giá điện thoại gập khoảng 2500 USD, số lượng xuất xưởng năm nay và năm sau có thể lần lượt khoảng 6 triệu chiếc và 11 triệu chiếc; giá cao hơn hoặc vấn đề chuỗi cung ứng có thể khiến số lượng xuất xưởng giảm thêm. Mục tiêu cung cấp của Samsung Display có thể điều chỉnh theo tình hình thị trường.

Analyst Murphy stated that by observing the "short-term capital on-chain activity weight" (i.e., the proportion of the dollar value represented by short-term chip turnover) as an on-chain indicator, we can assess the current BTC market status. This indicator reflects the latest short-term trading behaviors such as speculation, arbitrage, profit-taking, or panic selling. Currently, this weight has dropped to historically low levels, appearing only in the bottom regions of bear markets over the past 15 years, indicating a significant cooling of short-term turnover, with economic value shifting towards long-term chip accumulation. The market is characterized by low volatility, consolidation, or clear bottom features.The analyst judges that based on this, the current market may be in one of three stages: bear market bottom; secondary bottom, which may still have one last drop; or consolidation before the bull market starts. However, under rational judgment, the pre-bull consolidation can be temporarily ruled out. It is currently not recommended to fully bet on a single scenario; a diversified position strategy is advised to cope with different outcomes, as the relative position of the long-term trend has indicated that Bitcoin is near the bottom.

On-chain analyst Tom Wan posted on the X platform, stating that the current ETH utilization rate has fallen below 90%, and the lending APY has dropped to 1.9%. Since the rsETH LayerZero cross-chain bridge was attacked, the deposit scales of wstETH and weETH have decreased by approximately $1.2 billion and $1.76 billion, respectively.As the wstETH/weETH circular leverage strategy returns to profitability, the market's focus shifts to whether the demand for ETH circular leverage will return or if funds will continue to observe or flow to protocols like Spark and Morpho.

According to Jinshi reports, Kalshi's prediction market pricing shows that the market currently believes there is only about a 50% chance of the Federal Reserve making a rate cut before 2027, a significant drop compared to the 80%-90% probability earlier this year. As the Federal Open Market Committee (FOMC) holds its meeting, the market is actually pricing in a "high interest rate maintained for a longer time" rate environment, indicating a lack of confidence in recent monetary policy easing.

According to CryptoQuant analyst Darkfost's monitoring, as geopolitical tensions and economic trade pressures continue, BTC has recently seen a slight rebound, and the market has entered a consolidation phase.The panic selling sentiment among short-term holders (STH) reached its peak, with approximately 100,000 BTC transferred to Binance within 7 days. Currently, this data has significantly decreased, with the amount of BTC flowing into Binance from STH dropping to about 25,000, marking a historical low. Analysts believe this change indicates a significant reduction in market selling pressure, which is a positive signal for the currently pressured risk asset market.

According to CoinDesk, Bitcoin has fallen below $69,000, down more than 3% from its overnight high, while major altcoins such as Ethereum, XRP, SOL, and ADA have dropped between 4% and 5% during the same period. The main driver of this decline is the fading optimism over easing tensions in the Middle East, with crude oil futures rising about 4%, reigniting concerns over inflation and supply disruptions.In the U.S. stock market, the Nasdaq fell by 1.4% in the afternoon, with the seven major tech giants all down more than 10% from their historical highs, including Microsoft down 34%, Meta down 30%, and Tesla down 25%. The yield on the U.S. 10-year Treasury bond rose by 7 basis points to 4.4%. LMAX Group market strategist Joel Kruger stated that recent market trends are likely to continue to be linked to macro factors. If the path to easing tensions becomes clearer, risk assets including Bitcoin are expected to rise; if uncertainty persists, prices may remain within a volatile range.

According to Jin Shi reports, as the situation in the Middle East escalates and inflation concerns intensify, U.S. retail investors are reducing their support for the stock market, and risk appetite is cooling. A team led by strategist Arun Jain at JPMorgan stated that the weekly stock purchases by retail investors have decreased by about 30%. In the five trading days ending Wednesday, the total inflow of retail funds dropped to $6.7 billion, below the average level of $7.1 billion over the past 12 months. The inflow of funds into ETFs decreased by 22% to $6.3 billion.

The Solana ecosystem issuance platform MetaDAO has encountered its first failed ICO project, Hurupay. The project launched on February 3, 2026, with a minimum fundraising goal of $3 million. Ultimately, only about $2,003,593 was raised (approximately 67% of the minimum target). Due to not reaching the stipulated minimum financing threshold, MetaDAO announced the failure of this ICO, and all participant funds will be refunded.Community feedback indicates that the project's overvaluation, unclear team background, and significant changes to the financing terms were factors contributing to the failure of this ICO.

According to Jin Ten's report, the latest report from the Treasury and Market Research Department of CIMB International shows that the Singapore dollar slightly weakened against the US dollar during Thursday's Asian trading session due to market expectations that the Federal Reserve may pause interest rate cuts. Federal Reserve Governor Cook recently expressed a cautious attitude towards inflation, and several other Federal Reserve officials share similar concerns.Analysis indicates that unless inflation further slows down and there are no significant negative surprises in the labor market, the Federal Reserve's policy interest rate is expected to remain unchanged for some time.

According to Jin Shi reports, after the U.S. Labor Department announced it would not release the employment report for October, traders expect the Federal Reserve is more likely to pause interest rate cuts at the December policy meeting. The federal funds futures market saw a sell-off, with traders reducing expectations for a 25 basis point rate cut at the December 10 meeting, anticipating the benchmark rate will remain in the range of 3.75% to 4%. The swap market is pricing in only a 6 basis point cut for the December meeting, with a cumulative cut of 19 basis points by January. Leah Traub stated that the lack of key data reduces the likelihood of rate cuts.

According to Cointelegraph, Galaxy Digital's research director Alex Thorn stated in an interview with CNBC that the optimism surrounding Bitcoin at the beginning of the year was much higher than it is now, but this cryptocurrency may soon regain its popularity.Thorn noted that investors have shifted their focus to areas such as artificial intelligence, nuclear energy, quantum technology, and gold. "There are many other areas to gain returns this year, which has hindered investors' allocation to Bitcoin." Although Thorn remains bullish on Bitcoin in the long term, he has lowered his year-end price target for Bitcoin from $185,000 to $120,000.

ChainCatcher news, Canaan Inc. announced the signing of a 4.5MW contract in Japan to deploy its Avalon water-cooled Bitcoin miners for real-time grid balancing and energy optimization.The facility, led by a large regional utility company, will use Canaan's intelligent control chips to dynamically adjust voltage, frequency, and computing power to help stabilize the grid and improve efficiency, with completion expected by the end of 2025.

ChainCatcher news, Circle co-founder and CEO Jeremy Allaire posted on X, stating not to be misled by the hype. Circle will become a major player and contributor in the Hyperliquid ecosystem.It's great to see others buying new dollar stablecoin codes and participating in the competition, but the USDC, with its deep liquidity and nearly instant cross-chain interoperability, will certainly be welcomed by the market.Previously, Hyperliquid announced the launch of its own stablecoin USDH, and currently, four institutions—Paxos, Frax Finance, Agora, and Native Markets—have submitted bidding proposals, while Ethena has also hinted at participating in the competition.

ChainCatcher news, according to Jinshi reports, ahead of Federal Reserve Chairman Powell's upcoming speech at Jackson Hole, investors are buying a large amount of U.S. long-term Treasury bonds, pushing yields down. Recent data has cooled market expectations for a rate cut in September. Powell faces a delicate balance and may avoid giving clear guidance before the August non-farm payroll data is released. Observers expect him to reiterate the Fed's independence from political pressure.

ChainCatcher news, market analysts say that, frankly, the current small decline in the U.S. stock market is surprising, with the S&P 500 index currently down 0.4%. Yesterday, the market's expectation for a rate cut by the Federal Reserve in September was as high as 68%, but this probability has now plummeted to only 45%. Despite such a significant adjustment in policy expectations, the market has not seen a more severe sell-off, reflecting the resilience of investor sentiment, or perhaps still waiting for more confirmation signals. (Jin Shi)

ChainCatcher message, according to 4E observations, as of June 24, 2025, 14:00 (UTC + 8), Bitcoin is priced at approximately $105,400, up 3.6% in the past 24 hours, showing a strong rebound from the previous day's low of $99,000, with technical levels recovering to the $105,000--$106,000 range.The crypto market sentiment is warming up, with Ethereum rising nearly 8% to $2,420, and the total market capitalization recovering to about $3.25 trillion, with trading volume increasing. On-chain data shows that institutions are gradually positioning themselves, long-term holders are publicly buying, while short-term speculators are taking the opportunity to exit.Internationally, the weekend ceasefire news in the Middle East has quickly eased market risk aversion, with the U.S. President announcing a ceasefire between Israel and Iran, leading to a general rebound in global risk assets. U.S. stocks are rising, the dollar is retreating, and the financing environment is improving.At the same time, the S&P 500 and Nasdaq have both risen nearly 1%, with the technology sector leading the gains. Federal Reserve officials continue to hint at a possible rate cut in July, although there is no definitive consensus, the trend is gradually leaning towards dovish.On the regulatory front, the U.S. GENIUS stablecoin bill is progressing smoothly, and the EU MiCA authorization is complete, marking the entry of crypto regulation into a more institutionalized phase. Financial institutions are aligning their strategies with policy signals, short-term risk aversion is weakening, and medium to long-term structural opportunities in crypto assets may be on the path to realization. 4E reminds investors that market volatility is increasing, and to pay attention to position and risk management.

ChainCatcher news, according to Alternative data, today's cryptocurrency Fear and Greed Index is 62 (yesterday it was 64), indicating a cooling of the market's "greed" sentiment.

ChainCatcher news, according to The Block, data from the U.S. Department of Labor shows that the April CPI rose 2.3% year-on-year, lower than the expected 2.4%, while the core CPI remained at 2.8%. The overall inflation rate hit a four-year low and has decreased for three consecutive months. As a result, cryptocurrency-related stocks performed strongly:Coinbase (COIN) stock price rose 16% in a single day to $240Mining companies like Marathon Digital saw their stock prices rise as wellBoth the S&P 500 index and the Nasdaq index experienced gainsAlthough the cryptocurrency market overall fell 3.4% that day (with Bitcoin at $103,200), Nansen analyst Aurelie Barthere pointed out that blockchain stocks might be undergoing a "catch-up rebound," as market risk appetite gradually recovers with easing trade tensions. 21Shares expert David Hernandez believes that the easing of inflation may influence the Federal Reserve's interest rate decision in June.

ChainCatcher news, according to Alternative data, today's cryptocurrency Fear and Greed Index is 65 (yesterday it was 67), indicating a cooling of "greed" sentiment in the market.