① In the first half of 2026, the number of U.S. Bitcoin ATMs fell by 96% of the global loss

Bitcoin ATMs are rapidly disappearing from U.S. streets. The U.S. accounts for 96% of the total global emissions reduction…

② Polymarket’s U.S. ban fails to stop political betting: Report
Allium says that despite geographic barriers, U.S. users still dominate Polymarket’s political bets, raising new questions about regulatory and market access risks.

③ IMF warns tokenization could reshape finance or make it unravel
The International Monetary Fund says tokenization can speed up settlement, but warns that weak standards and fragmented platforms may create new global financial stability risks.

④ After Fed Chair Walsh’s first “soft” remarks since the June crash, Bitcoin rebounds to $61,000
On July 2, 2026, Bitcoin rose to above $61,000, reaching its highest level in nearly two weeks, after Fed Chair Kevin Walsh said at a panel discussion at the European Central Bank’s annual forum in Sintra, Portugal, that inflation risks had eased. Walsh’s remarks were noted as his first clearly dovish comments.

⑤ U.S. public opinion survey focuses on early racial sentiment; Polymarket sets Bardella at 26.5%
A nationwide poll released this week shows Vice President JD Vance leading the 2028 Republican primary with 35.4% of the vote, despite not having declared a candidacy. (Read more)

⑥ AUD/JPY holds steady near 112 as Polymarket predicts the Fed won’t hike rates in 2026 by 53.5%
A July 3 technical report says AUD/JPY is hovering around 112.00, but still below key moving averages. Despite a pause, it remains bearish. (Read more)

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