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The most important thing today: the Fed's June meeting minutes will be released tonight. Whether the Fed is dovish or hawkish will directly affect whether the Dow can hold its highs, and also influence BTC's short-term sentiment.
On the crypto side, Strategy's buying window is still open. It just sold 3,588 BTC last week, and the market is watching whether it will buy back this week. Any action will trigger short-term reactions.
The news that Apple is testing CXMT DRAM continues to ferment. This line's long-term impact on Samsung and SK Hynix's China market share is more worth following than the average memory price.
On the US stock side, chip stocks remain under pressure. Morgan Stanley's rotation logic continues to run, with money moving from memory chips to data center operators.
Tomorrow, SK Hynix's $29 billion ADR will list on Nasdaq. Korean stock sentiment has already played out once. How this batch of incremental US funds will be priced will be revealed tomorrow.
DYOR, not investment advice.