Weekly Highlights丨Robinhood Launches L2, 140 Giants Launch Stablecoin OUSD, MicroStrategy Releases Self-Rescue Script

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PANews Editor's Note: PANews has selected a week's worth of high-quality content to help everyone catch up over the weekend. Click on the titles to read.

Products of the AI Boom

Meta Made a Decision, Storage Crashed

Meta builds cloud computing business to sell AI computing power. After the news broke, Meta surged but crashed AI infrastructure stocks in the US market. CoreWeave and Nebius plummeted. Is an AI computing power surplus warning coming?

Broadcom and Marvell are Taking Over the Underlying Narrative of AI Data Centers

Broadcom is ASIC, Marvell is optical interconnect.

Token Inefficiency

Microsoft revoking Claude Code licenses sparks reflection: AI programming tools consume massive tokens but produce poor output. The "Token Inefficiency" phenomenon spreads, with model pricing strategies and hidden agent consumption becoming key pain points.

Chinese Air Conditioners Are Selling Like Hotcakes in Europe. Foreigners Are Using AI to Snatch Them from Scalpers.

AI agents entering the real world may not start with grand narratives, but perhaps with a sold-out air conditioner.

South Korea's AI Leap Forward

Samsung and SK Hynix are betting the nation on semiconductors, pledging 4,800 trillion won over ten years. From the Miracle on the Han River to the 1997 crisis, the successes and failures of the state-led system are playing out again. Can this gamble avoid historical lessons?

Macro Insights

PANews June 2026 Outstanding Column Content List

PANews' June Top 10 Column Articles Heat List is out. Newly joined column authors occupy half of the list. AI research institution Think AI contributed two hot articles.

PA Infographic | One Chart to Understand Web3 Major Events in July 2026

More comprehensive coverage, flexible filtering, easy export. Welcome to experience PANews' new crypto calendar. Check PANews' July crypto calendar: US will release June non-farm payrolls, CPI, etc.; EU MiCA transition period ends, Clarity Act related discussions will advance; multiple tokens face unlocks, WebX 2026, World Cup final will be held. The July market seeks new directions amid liquidity expectations, policy implementation, and ecological rotation.

ByteDance Employee Netted 30 Million from Stock Trading and Quit: I Bought Hard Drives on Pinduoduo and Accidentally Got into Storage? How Can Ordinary People Capture "Surrounding Information" for Trading?

Pay attention to anomalies you encounter daily, ask one more level of "why," find the listed company behind it, and then use 13F to see if professional funds agree. Next time something you often buy inexplicably rises in price, you can think accordingly: Who made the money, and is that company already listed?

Easy Money Time is Over! How to Trade in July? Storage Price Surge, USD and Asian Stocks Bull/Bear Script

From Micron earnings, storage "wiped out," Tokenmaxxing, Hyperscaler CapEx, all the way to China TRS controls, USD and US Treasury risks, Microsoft's surrender.

Serenity's Robot Track Layout: Average Return 164.4%! In-depth Review of 10 Core Robot and Supply Chain Targets

White-haired stock god Serenity is bullish on robot explosion, selects 10 supply chain targets for in-depth analysis. VPG, Harmonic Drive for long-term positions. Humanoid robot mass production opportunity has arrived.

Institutional and Celebrity Brainwaves

Bitwise CIO: STRC's Big Drop is a Bottom Signal, Bull Market Will Start in Autumn

Only when the market sentiment is extremely pessimistic will the turning point for reversal emerge.

Primitive Seminar Minutes: OpenAI Growth Slows, Meta Has Excess Computing Power, AI Frenzy Returning to Rationality

BTC is currently more pulled by external forces like tech momentum, gold correlation, and macro liquidity. The impact of native industry catalysts is diluted.

Forbes: 2026, How to Position Altcoins?

Even if an altcoin recovery truly comes, it will be hard to replicate the previous bull market.

a16z Interprets the New AI Cycle: Robots Become Tech's New Main Character, AI Companies are Getting "Lighter"

Revival of the heavy asset "physical" economy, AI enterprise efficiency improvements, and retail productivity.

Seizing the First Mover Advantage

ByteDance Employee: 20k Becomes 2 Million? Uncovering the Truth Behind "Doomsday Options" in the Get-Rich-Quick Story

That ByteDance employee who appeared out of nowhere might not be a genius, but an ordinary person under countless survivorship biases.

The Market Trades on Expectations, While You Wait for Answers

Behind "buy the rumor, sell the news," capital has already priced it in. Understanding expectation gaps is key to seeing BTC, gold, and other market trends.

How Can Ordinary People Participate in the Robot Track? Use ETFs to Bet on the Entire Supply Chain

The first half of AI is cloud and software; the second half is the physical world.

Uncovering Collector Crypt: The Capital Recycling Game Behind $62 Million in Revenue

Over 90% of Collector Crypt's funds are controlled by bots, and the source of funds points to a single entity.

Trading is More Than Buying and Selling: A Comprehensive Guide to Avoiding Pitfalls in Positions, Tools, and Cycles

Rebuild your trading system, penetrate the market's high-dimensional system with the capital main line, and master the underlying logic of position management and profit sources.

Web3 Stuff

Robinhood Chain Launches Mainnet: Crypto Protocols Rally, dYdX Steals the Spotlight Unexpectedly

Robinhood Chain mainnet launches, simultaneously launching tokenized stocks, on-chain lending, and AI trading products. Stock price hits six-month high. Meanwhile, Robinhood Chain gathers a group of crypto protocols, with dYdX launching Arcus separately, sparking community controversy. DYDX plummets 40% intraday.

Venice AI Raises $65 Million, Equity + Token Structure Sparks Community Controversy

Hybrid financing structure raises doubts about token value.

Stripe Rallies 140 Giants to Launch a Stablecoin, Stablecoin War Shifts to Distribution Channels

Open Standard Alliance, with 140 fintech giants, launches USD stablecoin OUSD. Revenue-sharing model directly challenges the USDC/USDT duopoly. Circle stock plunges 17%. Stablecoin track power earthquake begins.

MicroStrategy Releases Self-Rescue Script: The Game and Calculation Behind Selling $1.25 Billion in BTC

MicroStrategy abandons "buy-and-hold BTC" approach, pivots to digital credit capital framework. Plans for $2 billion buyback and $1.25 billion BTC liquidation emerge. Faith broken or self-rescue evolution?

Ansem Airdrop Brings Back Celebrity Shilling: When the Market is Sideways, Smart Money Watches KOL Tweets

Opportunities and traps in the crypto market are always close together. Regardless, you have to stay in the game.

Why Do Crypto Projects Frequently Change Names?

Brand equity less important than narrative heat? Analyzing "name change and token swap" behind Story Protocol, TON, etc.: liquidity reset and history avoidance.

Key News

Meta Considering Collaboration with Samsung to Produce Custom AI Chips Worth 10 Trillion KRW

Bitcoin Spot ETF Saw Net Inflow of $222 Million Yesterday, Turning Positive After 10 Consecutive Days of Net Outflows

"Big Short" Michael Burry: Has Shorted Micron Technology Stock

US June Seasonally Adjusted Non-Farm Payrolls: 57k, Unemployment Rate 4.2%, Both Below Expectations

Unitree Robotics Approved for ChiNext IPO Registration

Avalanche Treasury Corp Stock Plunges 93%, Reports to SEC That It May Not Be Able to Continue as a Going Concern

Ethereum Foundation Releases New Policy Guide, Describes Government and Institutional Use Cases

EU MiCA Amendment Starts Immediately on Effective Date, Stablecoins and Cross-Border Equivalence Become Focus

Venice AI Founder Discloses Series A Financing Details: Investors in This Round Receive 8.98% Equity, 1.5 Million VVV with Vesting Grant, and Warrants to Purchase 5 Million VVV Over Next 8 Years

Ark Invest Bought Over $75 Million in Crypto-Related Stocks in June

Circle Removed from Multiple Russell Growth Indices, Including Russell 1000, Russell 3000, etc.

Circle Stock Falls 17.55% Tuesday on Open USD Competition; Analyst Says Fears "Overblown"

Samsung Announces 2,655 Trillion Won Investment Plan

Nearly 20 Semiconductor Companies Start New Round of Price Hikes, Concentrated Adjustments from July 1

South Korea Announces Major Chip and AI Data Center Projects

ANSEM Deployer Only Profited $5,500, Transferred 650 Million Tokens; Market Cap Now Over $120 Million

Arthur Hayes: Hypercall Could Become a Strong Competitor to Deribit