Here's your daily market update as of July 3, 2026:

🎯 Market Mood: Mixed
📰 Main Narrative: A weak June jobs report eased Fed rate hike worries and sent the Dow to a record high, while AI capex doubts hammered semiconductors and Bitcoin briefly broke above $62,000.
1️⃣ Macro & TradFi Pulse
🌐 US June non-farm payrolls rose by just 57,000 against expectations of 110,000, with prior months revised down even as unemployment fell to 4.2%.
📉 Semiconductor stocks fell roughly 11% over two days on fading confidence in AI capital returns, dragging the Nasdaq-100 down as much as 2% intraday.
🏦 The Dow Jones climbed 1.1% to a record high as the weak jobs data eased near-term concerns over further Fed rate hikes.
2️⃣ Crypto Market Signals
₿ $BTC broke above $62,000 amid easing liquidity expectations tied to weak payrolls data, then cooled to consolidate near $61,000.
🧩 $ETH outpaced BTC's move, surpassing $1,700 before pulling back alongside the broader crypto rebound.
🧩 Robinhood Chain's mainnet went live with integrations with dYdX and Arbitrum, expanding its on-chain trading platform.
3️⃣ Risk, Regulation & Infrastructure
⚖️ Tennessee's full ban on crypto ATMs and Georgia's new transaction limits and reporting requirements both took effect July 1.
🔐 Metaplanet added 2,823 BTC, bringing its total holdings to 43,000 BTC.