Here's your daily market update as of June 30, 2026:

🎯 Market Mood: Risk-On
📰 Main Narrative: A Supreme Court ruling defending Fed independence and US-Iran talks in Doha lifted risk appetite across the board, sending the Nasdaq up over 2% as space, storage, and optical communications stocks rallied.
1️⃣ Macro & TradFi Pulse
🌐 Trump announced US-Iran talks in Doha today, with envoys Steve Witkoff and Jared Kushner attending, though Iran's Foreign Ministry stressed the technical delegation is there to follow up on the memorandum rather than launch final negotiations.
📉 Bank of America's Paul Ciana warned the S&P 500 looks overstretched after rising nearly 17% from its March low, flagging a possible pullback to 6,850 and advising a defensive stance from July to September.
🏦 The Supreme Court ruled 5 to 4 to block Trump's attempt to dismiss Fed Governor Cook, a decision widely seen as reinforcing central bank independence and reducing near-term policy uncertainty.
2️⃣ Crypto Market Signals
₿ $BTC found support near $60,000 and edged up to around $59,846 as risk appetite recovered, with ETFs posting roughly $65 million in net inflows after several days of heavy outflows.
🧩 $ETH outperformed with a 1.33% gain to around $1,594, reflecting stronger market preference for Ethereum's ecosystem and institutional adoption narrative.
🧩 BlackRock's Aladdin platform will add Ethena's $USDe stablecoin and provide $100 million in liquidity tools via Securitize, letting qualified BUIDL clients convert in and out of stablecoins outside traditional trading hours.
3️⃣ Risk, Regulation & Infrastructure
⚖️ Strategy announced a new Digital Credit Capital Framework and authorized a $2 billion stock buyback to strengthen its capital structure and support its Bitcoin monetization strategy.
🔐 Rocket Lab announced a roughly $8 billion cash-and-stock acquisition of Iridium Communications, sending $RKLB up 16% and IRDM up 25% in one of the largest commercial space deals in recent years.