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6/26
10:35
Svmuu News: According to Lookonchain data, the U.S. "Bitcoin" ETF saw net outflows of over 11,205 BTC today, with net outflows of 22,038 BTC over the past 7 days; the "Ethereum" ETF saw net outflows of 46,391 ETH, with net outflows of 148,620 ETH over the past 7 days.
10:28
Svmuu News: According to Gate data, spot gold has risen by more than $50 today and is currently trading at $4,076.73 per ounce, up 1.24%. New York gold futures touched $4,100 per ounce, up 1.29% on the day.
10:26
Svmuu News: The U.S. Commodity Futures Trading Commission (CFTC) and the U.S. Securities and Exchange Commission (SEC) have jointly issued a document seeking public comment on further harmonizing the regulatory framework for portfolio margin and cross-margin requirements for securities, equity-linked swaps, futures, swaps, and related positions. Key areas of the request for comments include existing portfolio margin models and practices, customer protection, cross-margin and cross-commodity netting, capital, margin, and collateral treatment, clearinghouse and clearing organization arrangements, as well as technical and operational implementation. The comment period will last for 60 days following the publication of the document in the Federal Register.
10:19
Svmuu News: The Australian Securities and Investments Commission (ASIC) has announced that the “no-action” arrangement for digital asset firms under the new licensing framework has been extended through September 30, 2026. During this period, digital asset companies providing financial services may continue to apply for or amend their Australian Financial Services (AFS) licenses, and a new model has been introduced allowing them to operate through authorized representatives or intermediary arrangements of AFS licensees. The extension also applies to entities required to apply for a market license or a Clearing and Settlement (CS) license; such entities must notify ASIC in writing of their intention to apply and engage in pre-application consultations. ASIC stated that since the October 2025 update to the INFO 225 guidance, it has received approximately 30 license applications from digital asset firms.
09:56
Svmuu News: According to data from MSX.COM, Strategy opened lower but then rose, with the stock price breaking through $85 and currently trading at $85.01, narrowing its decline to 0.31%.
09:45
Svmuu News: Barclays announced that it has lowered its 2026 Brent crude oil price forecast to $96 per barrel and its 2027 forecast to $85 per barrel. (Jin Shi)
09:38
Svmuu News: The performance of SpaceX’s record-breaking bond issuance is rapidly deteriorating in the secondary market, and since the bonds began trading, paper losses resulting from this $25 billion issuance have continued to mount. As of Thursday’s market close, the widening yield spread relative to U.S. Treasury bonds had resulted in approximately $305 million in unrealized losses.
09:36
Svmuu News: According to data from MSX.COM, U.S. stock market memory chip stocks are trading lower, with SanDisk and Micron. falling more than 6%, and Western Digital and Marvell Technology falling more than 4%.ON Semiconductor fell more than 17% after announcing plans for a $6.2 billion all-stock acquisition of chip designer Synaptics. The optical communications sector opened lower across the board. Lumentum and Coherent fell more than 7%, while Marvell Technology and Credo fell more than 5%, and Corning fell nearly 3%.
09:33
Svmuu News: According to the latest data from Gate, the price of gold has risen to $4,052.89 per ounce, marking an intraday gain of 1.58%. The price of silver has risen to $58.358 per ounce, marking an intraday gain of 1.11%.
The BVIX (BTC Volatility Index) is currently quoted at 46.72, up 6.45% for the day. The EVIX (ETH Volatility Index) is currently quoted at 59.76, up 1.98% for the day. In the foreign exchange market, the U.S. dollar against the offshore yuan (USD/CNH) rose 0.03% intraday, with the current exchange rate at 6.80343. The U.S. dollar against the Japanese yen (USD/JPY) fell 0.06% intraday, with the current exchange rate at 161.657.
In global stock indices, the Euro Stoxx 50 Index (EUSTX50) fell 0.24% intraday to 6,203.53 points; the UK FTSE 100 Index (UK100) fell 0.73% intraday to 10,433 points; and the German DAX 40 Index (GER40) fell 1.36% intraday to 24,636.8 points. In the commodities market, WTI crude oil fell 2.41% intraday to $70.36 per barrel. Brent crude oil fell 2.63% intraday to $73.71 per barrel.
Gate enables users to trade traditional financial market products directly on the platform, offering one-stop access to a wide range of asset classes including precious metals, foreign exchange, global stock CFDs, major indices, and commodities, thereby achieving deep integration between crypto assets and traditional financial assets. Gate TradFi features have been fully integrated into the Gate App and web platform, allowing users to conveniently trade global assets without switching platforms. This unlocks additional strategies and opportunities beyond the crypto market, continuously enhancing the multi-asset allocation experience.
09:32
Svmuu News: According to data from MSX.COM, at the opening of U.S. markets, the Dow Jones Industrial Average was down 0.36%, the S&P 500 was down 0.66%, the Nasdaq Composite was down 1.1%, and the VIX fear index rose 8.91%.AI-related stocks were broadly lower, with ON Semiconductor down 18.82%, Micron down 5.62%, Astera Labs down 5.39%, Teradyne down 4.44%, and CoreWeave down 4.42%.
It is reported that MSX is a leading RWA trading platform that has listed hundreds of RWA tokens to date, covering popular U.S. stocks and ETF tokens such as NVDA, GOOGL, MSFT, AMZN, META, TSM, and AMD.
09:26
[Svmuu News] Christian Mueller-Glissmann, a strategist at Goldman Sachs, said that as chipmakers’ stock prices continue to fluctuate, large-cap tech stocks may become more attractive amid the AI trading frenzy.Although the market has been led primarily by chipmakers and companies benefiting from AI capital expenditures—rather than hyperscale cloud service providers—Mueller-Glissmann pointed out that these leading stocks belong to the highly volatile segment of the AI sector and have accumulated significant positions and leverage through instruments such as ETFs and options.“If you believe the momentum behind AI will continue, you’d want to diversify your investments into hyperscale cloud service providers and possibly reduce your allocation to semiconductors. Because within the AI capital expenditure landscape, semiconductors are the truly volatile segment,” Mueller-Glissmann, Head of Asset Allocation Research at Goldman Sachs, said in an interview.(Bloomberg)
09:23
Svmuu News: As oil prices fell more than 3% and the market reassessed the outlook for U.S. interest rates, U.S. Treasury yields and the dollar declined. CME Group(CME) Federal Reserve’s monitoring tool shows that the probability of one rate hike this year remains high at 42%, while the probability of a second hike has fallen from 34% a week ago to 28% as inflation expectations cool.A Wall Street Journal survey indicates that the University of Michigan Consumer Sentiment Index, scheduled for release at 10 a.m. Eastern Time (10 p.m. Beijing time), is expected to rise from 44.8 to 49. (Jin Shi)
09:19
Svmuu News: The South Korean government has announced the formation of an interagency consultative body to address crimes committed using artificial intelligence (AI) technology, such as “digital sex crimes,” financial fraud, and false advertising. This new body, named the “Inter-ministerial Consultative Body for Addressing AI-Related Crimes,” comprises members from 10 government agencies, including the Korea Communications Commission, the Ministry of Science and ICT, the Ministry of Gender Equality and Family, the Financial Services Commission, and the National Police Agency.
09:14
Svmuu News: “The White-Haired Stock Guru” Serenity posted that while some of the observations in the UBS report have anecdotal validity, what deserves more attention is the growing number of Chinese reports regarding the distillation of Anthropic’s models. Currently, many U.S. startups and tech companies are leaning toward using cheaper Chinese models (such as DeepSeek) for AI applications, as their per-task costs are significantly lower than those of inference models like Gemini, OpenAI, and Anthropic.
Serenity believes that this trend, driven by capitalism, creates a “classic paradox”—companies will naturally opt for lower-cost solutions, thereby eroding the competitive edge of U.S. models. He proposes that the U.S. must respond by focusing on two areas:
First, build stronger access control and authentication systems, such as “KYC-heavy cutting-edge models” for the U.S. domestic market and tiered access mechanisms for allies, to reduce the risk of model distillation and misuse; At the same time, the U.S. could introduce an identity verification system akin to “bank-level authentication for AI” (such as biometrics combined with short-term access tokens) to raise the threshold for model access and use regulatory measures to restrict account sharing and the resale of access rights.
Second, the U.S. must improve the cost-efficiency of its reasoning models so that they comprehensively outperform competitors like DeepSeek in both price and performance.
Serenity also noted that some high-end models are currently frequently subject to “distillation exploitation”; ideally, additional friction costs should be introduced for accessing models approaching AGI-level capabilities. In summary, the core challenge facing the U.S. AI industry lies in achieving “low-cost inference capabilities” while simultaneously establishing model access security mechanisms comparable to those of the financial system.
09:02
Svmuu News: According to Gate data, spot gold rose by $15 in short order, breaking through the $4,060 per ounce mark, with a daily gain of 0.83%. The U.S. Dollar Index (DXY) fell by more than 10 points in short order and is currently trading at 101.06.
09:01
Svmuu News: According to AlArabiya, the next round of U.S.-Iran talks will take place on June 28 and 29. (Jin Shi)
08:58
Svmuu News: According to Onchain Lens, after eight months of inactivity, a whale opened a 20x leveraged short position on Ethereum. The position currently holds 12,832 ETH, valued at $19.7 million.
08:57
According to Svmuu, Phong Le, CEO of Strategy, stated that global markets and various industries are experiencing uncertainty, and during this period, Strategy has accumulated holdings totaling 4% of the world’s Bitcoin. (BitcoinTreasuries)
08:51
Svmuu News: Kevin Warsh, Chairman of the Federal Reserve, has appointed two senior in-house economists to serve as his advisors: Daniel Covitz, Deputy Director of the Bureau of Research and Statistics (Federal Reserve), and Eric Engstrom, Assistant Director of the Bureau of Monetary Affairs.Covitz’s current research at Federal Reserve includes asset bubbles and the stability of short-term credit markets. According to Federal Reserve, Engstrom’s work includes studying the co-movement of stocks and bonds, as well as corporate profits and entrepreneurial activity. (WSJ)
08:51
Svmuu News: According to market reports, SK Hynix plans to issue American Depositary Receipts (ADRs) on the Nasdaq Global Select Market at a price of $166 per share, raising approximately $29.4 billion.Institutional analysts believe that U.S. investors purchasing shares at this price are effectively getting a bargain; they expect the stock price to rise by 20% and narrow the valuation gap with its competitor, Micron Technology.

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