> MEMORY SALES HIT RECORD $74.6B AS AI DEMAND SURGES
GLOBAL MEMORY SALES JUMPED 31.7% MONTH-ON-MONTH TO A RECORD $74.6 BILLION, DRIVEN BY STRONG AI DEMAND.
NAND SURGED 40.7% TO $25.8 BILLION, WHILE DRAM REACHED $48 BILLION.
UBS EXPECTS SHARP PRICE INCREASES AND SUPPLY SHORTAGES THROUGH MID-2028. MICRON, SAMSUNG, SK HYNIX, AND SANDISK COULD BENEFIT MOST.
BERNSTEIN REMAINS BULLISH NEAR TERM BUT EXPECTS PRICE GROWTH TO SLOW AS CONSUMER DEMAND WEAKENS.
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GLOBAL MEMORY SALES JUMPED 31.7% MONTH-ON-MONTH TO A RECORD $74.6 BILLION, DRIVEN BY STRONG AI DEMAND.
NAND SURGED 40.7% TO $25.8 BILLION, WHILE DRAM REACHED $48 BILLION.
UBS EXPECTS SHARP PRICE INCREASES AND SUPPLY SHORTAGES THROUGH MID-2028. MICRON, SAMSUNG, SK HYNIX, AND SANDISK COULD BENEFIT MOST.
BERNSTEIN REMAINS BULLISH NEAR TERM BUT EXPECTS PRICE GROWTH TO SLOW AS CONSUMER DEMAND WEAKENS.
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> $SPCX - SPACEX COULD SOAR 440%, SAYS RAYMOND JAMES
RAYMOND JAMES LAUNCHED SPACEX COVERAGE WITH A STRONG BUY RATING AND A STREET-HIGH $800 TARGET, IMPLYING 440% UPSIDE.
THE BULLISH OUTLOOK IS DRIVEN BY STARSHIP, STARLINK, AND SPACEX’S POTENTIAL AS A GLOBAL INFRASTRUCTURE GIANT.
HOWEVER, SKEPTICS QUESTION ITS VALUATION, WHILE INVESTORS AWAIT THE COMPANY’S FIRST PUBLIC EARNINGS REPORT FOR CLEARER FINANCIAL EVIDENCE.
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RAYMOND JAMES LAUNCHED SPACEX COVERAGE WITH A STRONG BUY RATING AND A STREET-HIGH $800 TARGET, IMPLYING 440% UPSIDE.
THE BULLISH OUTLOOK IS DRIVEN BY STARSHIP, STARLINK, AND SPACEX’S POTENTIAL AS A GLOBAL INFRASTRUCTURE GIANT.
HOWEVER, SKEPTICS QUESTION ITS VALUATION, WHILE INVESTORS AWAIT THE COMPANY’S FIRST PUBLIC EARNINGS REPORT FOR CLEARER FINANCIAL EVIDENCE.
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> U.S. STRIKES HIT KEY IRAN TRADE LINK
U.S. OVERNIGHT STRIKES DAMAGED IRAN’S AQ TAQEH KHAN RAILWAY BRIDGE, ACCORDING TO FARS NEWS AGENCY.
THE ROUTE CONNECTS IRAN WITH CHINA AND RUSSIA THROUGH TURKMENISTAN AND KAZAKHSTAN AND HAS BECOME INCREASINGLY IMPORTANT AMID RESTRICTIONS ON IRAN’S GULF PORTS.
REPAIRS ARE EXPECTED TO BE COMPLETED QUICKLY.
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U.S. OVERNIGHT STRIKES DAMAGED IRAN’S AQ TAQEH KHAN RAILWAY BRIDGE, ACCORDING TO FARS NEWS AGENCY.
THE ROUTE CONNECTS IRAN WITH CHINA AND RUSSIA THROUGH TURKMENISTAN AND KAZAKHSTAN AND HAS BECOME INCREASINGLY IMPORTANT AMID RESTRICTIONS ON IRAN’S GULF PORTS.
REPAIRS ARE EXPECTED TO BE COMPLETED QUICKLY.
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> BERNSTEIN SEES GOLD RISING IN LATE 2026
BERNSTEIN RAISED ITS 2026 GOLD FORECAST TO $4,533 PER OUNCE, WITH A SECOND-HALF TARGET OF $4,375.
THE BULLISH OUTLOOK IS SUPPORTED BY STRONG CENTRAL BANK DEMAND, LIMITED ETF OUTFLOWS, AND EXPECTATIONS THAT THE FEDERAL RESERVE WILL AVOID AGGRESSIVE RATE HIKES.
HOWEVER, PERSISTENT INFLATION COULD FORCE HIGHER RATES AND PRESSURE GOLD PRICES.
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BERNSTEIN RAISED ITS 2026 GOLD FORECAST TO $4,533 PER OUNCE, WITH A SECOND-HALF TARGET OF $4,375.
THE BULLISH OUTLOOK IS SUPPORTED BY STRONG CENTRAL BANK DEMAND, LIMITED ETF OUTFLOWS, AND EXPECTATIONS THAT THE FEDERAL RESERVE WILL AVOID AGGRESSIVE RATE HIKES.
HOWEVER, PERSISTENT INFLATION COULD FORCE HIGHER RATES AND PRESSURE GOLD PRICES.
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> HORMUZ SHIPPING SLUMPS AS ENERGY MARKETS TIGHTEN
COMMERCIAL VESSEL TRAFFIC THROUGH THE STRAIT OF HORMUZ FELL 19% LAST WEEK, WITH DAILY CROSSINGS DROPPING TO 25 FROM 120 BEFORE THE CONFLICT.
FREIGHT RATES DECLINED BUT REMAIN NEARLY DOUBLE PRE‑CONFLICT LEVELS.
MEANWHILE, REFINERY DAMAGE HAS TIGHTENED FUEL SUPPLIES, BOOSTING REFINING MARGINS AND PETROCHEMICAL PROFITS, WHILE GLOBAL CRUDE INVENTORIES CONTINUE TO FALL.
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COMMERCIAL VESSEL TRAFFIC THROUGH THE STRAIT OF HORMUZ FELL 19% LAST WEEK, WITH DAILY CROSSINGS DROPPING TO 25 FROM 120 BEFORE THE CONFLICT.
FREIGHT RATES DECLINED BUT REMAIN NEARLY DOUBLE PRE‑CONFLICT LEVELS.
MEANWHILE, REFINERY DAMAGE HAS TIGHTENED FUEL SUPPLIES, BOOSTING REFINING MARGINS AND PETROCHEMICAL PROFITS, WHILE GLOBAL CRUDE INVENTORIES CONTINUE TO FALL.
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> ATHA ENERGY REPORTS 37M OF TOTAL COMPOSITE URANIUM MINERALIZATION AT RIB NORTH - THE HIGHEST EVER RECORDED - 120M AWAY FROM PREVIOUS RECORD, DEMONSTRATING CONTINUITY
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> BITDEER BREAKS GROUND ON FIRST U.S. MANUFACTURING SITE, TARGETING 10,000 SEALMINER RIGS PER MONTH
BITDEER WAS FOUNDED BY JIHAN WU, CO-FOUNDER OF BITMAIN, AFTER HE LEFT BITMAIN.
BITDEER (NASDAQ: BTDR) HAS BROKEN GROUND ON A $36 MILLION ELECTRONICS MANUFACTURING FACILITY IN SPARKS, NEVADA, MARKING ITS FIRST U.S. MANUFACTURING AND ASSEMBLY SITE. THE 187,000-SQUARE-FOOT PLANT IS EXPECTED TO BE COMPLETED BY THE END OF 2026 AND PRODUCE UP TO 10,000 SEALMINER MINING RIGS PER MONTH, STRENGTHENING THE COMPANY’S DOMESTIC MANUFACTURING CAPACITY AND SUPPLY CHAIN RESILIENCE. — LINK
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BITDEER WAS FOUNDED BY JIHAN WU, CO-FOUNDER OF BITMAIN, AFTER HE LEFT BITMAIN.
BITDEER (NASDAQ: BTDR) HAS BROKEN GROUND ON A $36 MILLION ELECTRONICS MANUFACTURING FACILITY IN SPARKS, NEVADA, MARKING ITS FIRST U.S. MANUFACTURING AND ASSEMBLY SITE. THE 187,000-SQUARE-FOOT PLANT IS EXPECTED TO BE COMPLETED BY THE END OF 2026 AND PRODUCE UP TO 10,000 SEALMINER MINING RIGS PER MONTH, STRENGTHENING THE COMPANY’S DOMESTIC MANUFACTURING CAPACITY AND SUPPLY CHAIN RESILIENCE. — LINK
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> U.S. INITIAL JOBLESS CLAIMS TOTAL 215,000 FOR WEEK ENDING JULY 4
U.S. INITIAL JOBLESS CLAIMS TOTALED 215,000 FOR THE WEEK ENDING JULY 4, BELOW EXPECTATIONS OF 218,000. THE PREVIOUS READING WAS REVISED FROM 215,000 TO 217,000. — LINK
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U.S. INITIAL JOBLESS CLAIMS TOTALED 215,000 FOR THE WEEK ENDING JULY 4, BELOW EXPECTATIONS OF 218,000. THE PREVIOUS READING WAS REVISED FROM 215,000 TO 217,000. — LINK
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> JUST IN: 🇪🇺 EUROPEAN PARLIAMENT PASSES CHAT CONTROL PROPOSAL ALLOWING PRIVATE MESSAGES TO BE MONITORED.
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> EU LAWMAKERS BACK TEMPORARY CHAT CONTROL RULES LETTING MAJOR PLATFORMS KEEP SCANNING FOR CHILD ABUSE MATERIAL, WHILE ENCRYPTED APPS REMAIN EXCLUDED AND GOVERNMENTS STILL NEED TO APPROVE
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> HYPERLIQUID POLICY CENTRE FILE RESPONSE TO CFTC'S REQUEST TO IDENTIFY FUTURE REGULATION, ASKING TO FORMALLY RECOGNISE THAT ONCHAIN PROTOCOLS DO NOT REQUIRE REGISTRATION, THAT NON-CUSTODIAL WALLETS DO NOT PERFORM THE ROLE OF FINANCIAL INTERMEDIARIES, AND TO GIVE A CLEAR PATH TO RUN REGULATION FUNCTIONS ONCHAIN: BLOG
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> BITGO INTRODUCES QUANTUM-PROTECTION TOOLS FOR INSTITUTIONAL BITCOIN WALLETS
CRYPTO CUSTODIAN BITGO HAS ANNOUNCED THE LAUNCH OF NEW QUANTUM-PROTECTION SECURITY TOOLS DESIGNED TO HELP INSTITUTIONS ASSESS, MANAGE, AND REDUCE QUANTUM-RELATED EXPOSURE IN THEIR UTXO-BASED BITCOIN WALLETS. THESE TOOLS EXTEND BITGO'S EXISTING MULTI-SIGNATURE SECURITY ARCHITECTURE BY UTILIZING A PATENT-PENDING METHOD THAT GROUPS AND PRIORITIZES UTXOS TO MINIMIZE SECURITY RISKS STEMMING FROM PARTIALLY SPENT FUNDS. — LINK
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CRYPTO CUSTODIAN BITGO HAS ANNOUNCED THE LAUNCH OF NEW QUANTUM-PROTECTION SECURITY TOOLS DESIGNED TO HELP INSTITUTIONS ASSESS, MANAGE, AND REDUCE QUANTUM-RELATED EXPOSURE IN THEIR UTXO-BASED BITCOIN WALLETS. THESE TOOLS EXTEND BITGO'S EXISTING MULTI-SIGNATURE SECURITY ARCHITECTURE BY UTILIZING A PATENT-PENDING METHOD THAT GROUPS AND PRIORITIZES UTXOS TO MINIMIZE SECURITY RISKS STEMMING FROM PARTIALLY SPENT FUNDS. — LINK
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> HYPERLIQUID POLICY CENTER (HPC) AND PHANTOM SUBMITTED A JOINT COMMENT LETTER TO THE CFTC, URGING THE AGENCY TO MODERNIZE ITS REGULATORY FRAMEWORK FOR ONCHAIN MARKET INFRASTRUCTURE. THE LETTER CALLS FOR CLARIFYING THAT PUBLISHING ONCHAIN PROTOCOL SOFTWARE ALONE DOES NOT REQUIRE REGISTRATION, CREATING A CLEAR PATHWAY FOR REGULATED EXCHANGES AND CLEARINGHOUSES TO ADOPT ONCHAIN INFRASTRUCTURE, AND CODIFYING THE PHANTOM NON-ACTION LETTER INTO A FORMAL RULE. IT ARGUES THAT THE CURRENT REGULATORY FRAMEWORK WAS DESIGNED FOR TRADITIONAL CUSTODIAL INTERMEDIARIES AND SHOULD BE UPDATED TO REFLECT THE SELF-CUSTODIAL AND TRANSPARENT NATURE OF ONCHAIN MARKETS. — LINK
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> JUST IN: $4.7 TRILLION JPMORGAN SAYS THE BIGGEST RISK TO BITCOIN ISN'T STRATEGY, BUT TRADITIONAL FINANCE CREATING PRIVATE BLOCKCHAINS.
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> JUST IN: 🇪🇺 BINANCE CEO RICHARD TENG SAYS 70% OF EU USER WITHDRAWALS WENT TO SELF-HOSTED WALLETS INSTEAD OF MICA-REGULATED PLATFORMS.
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> HIGHLIGHT CLIP FORMER META ENGINEER EXPLAINS WHY HE SOLD ALL HIS BITCOIN
FORMER META ENGINEER EXPLAINS WHY HE SOLD ALL HIS BITCOIN
FORMER META ENGINEER HAS RESURFACED AFTER A PERIOD OF SILENCE, ADMITTING HE HAS LIQUIDATED HIS ENTIRE BITCOIN POSITION. HE ARGUES THAT BITCOIN'S CORE PROBLEM IS THAT "ATTENTION IS LIQUIDITY" — THE NFT BUBBLE PROVED THAT HOLDING ALONE CAN'T SUSTAIN A PRICE, AND THE PEOPLE WHO USED TO TALK ABOUT BITCOIN HAVE LARGELY GONE QUIET.
HE BELIEVES AI HAS NOW ABSORBED NEARLY ALL OF THE MARKET'S ATTENTION, LEAVING LITTLE ROOM FOR A FRESH WAVE OF BUYING ANYTIME SOON. STILL, HE SAYS HE REMAINS BULLISH LONG-TERM AND PLANS TO BUY BACK IN AT A LOWER PRICE. — LINK
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FORMER META ENGINEER EXPLAINS WHY HE SOLD ALL HIS BITCOIN
FORMER META ENGINEER HAS RESURFACED AFTER A PERIOD OF SILENCE, ADMITTING HE HAS LIQUIDATED HIS ENTIRE BITCOIN POSITION. HE ARGUES THAT BITCOIN'S CORE PROBLEM IS THAT "ATTENTION IS LIQUIDITY" — THE NFT BUBBLE PROVED THAT HOLDING ALONE CAN'T SUSTAIN A PRICE, AND THE PEOPLE WHO USED TO TALK ABOUT BITCOIN HAVE LARGELY GONE QUIET.
HE BELIEVES AI HAS NOW ABSORBED NEARLY ALL OF THE MARKET'S ATTENTION, LEAVING LITTLE ROOM FOR A FRESH WAVE OF BUYING ANYTIME SOON. STILL, HE SAYS HE REMAINS BULLISH LONG-TERM AND PLANS TO BUY BACK IN AT A LOWER PRICE. — LINK
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