① Bitcoin Coinbase Premium Stays Negative For 46 Days As U.S. Demand Fades
比特币Coinbase溢价指数连续46天为负，美国需求消退
Bitcoin’s Coinbase Premium Index has stayed below zero for 46 straight days, adding another demand warning while BTC struggles near the $60,000 level. The streak began in mid-May and has continued through the latest selloff. The Coinbase Premium Index compares Bitcoin pricing on Coinbase with Binanc 比特币的Coinbase溢价指数已连续46天低于零，在BTC挣扎于60,000美元附近之际，增加了另一个需求警告。这一趋势始于五月中旬，并一直持续到最近的抛售。Coinbase溢价指数将Coinbase上的比特币价格与Binanc进行比较
② Solana Needs to Clear $100 Before Microsoft Copilot’s $600 Call Means Anything Solana需突破100美元，微软Copilot的600美元预测才有意义
Microsoft Copilot AI put a $600 price tag on Solana by end of 2026. Bold call. The base case sits… 微软Copilot AI给Solana设定了2026年底600美元的价格目标。大胆的预测。基本情况是……
③ Abracadabra’s MIM crisis deepens as dollar peg breaks again Abracadabra的MIM危机加深，美元挂钩再次脱钩
Abracadabra hikes Cauldron rates and pauses incentives after MIM fell near $0.50, aiming to cut supply and restore its $1 peg after a depeg. Abracadabra在MIM跌至接近0.50美元后提高了Cauldron利率并暂停激励措施，旨在减少供应并在脱钩后恢复1美元挂钩。
④ SK Hynix, Samsung rally lifts AI mood as Polymarket puts Anthropic at 98% SK海力士、三星上涨提振AI情绪，Polymarket对Anthropic信心达98%
South Korean chip giants SK Hynix and Samsung Electronics climbed as investors rotated back into AI-linked stocks, boosting confidence in the hardware-to-model pipeline. (Read More) 韩国芯片巨头SK海力士和三星电子上涨，投资者重新转向AI相关股票，提振了对硬件到模型管线的信心。（阅读更多）
⑤ Hormuz war-risk premiums fall as Polymarket puts July 15 normal traffic at 30% 霍尔木兹战争风险溢价下降，Polymarket预计7月15日正常交通概率为30%
On June 25, 2026, a report said insurers cut war-risk premiums for ships transiting the Strait of Hormuz, signaling easing perceived threats along the corridor. (Read More) 2026年6月25日，一份报告称保险公司降低了通过霍尔木兹海峡的船只的战争风险溢价，表明该走廊感知到的威胁有所缓解。（阅读更多）
⑥ Trump battles GOP over Iran war powers as Polymarket pegs exit odds at 0.25% 特朗普与共和党就伊朗战争权力展开斗争，Polymarket将退出几率定为0.25%
After a late-night vote, Senate Republicans defeated a war powers resolution on Trump’s Iran campaign 47-50-1, after he confronted GOP holdouts including Bill Cassidy. (Read More) 在深夜投票后，参议院共和党人以47票赞成、50票反对、1票弃权否决了一项关于特朗普伊朗行动的战权决议，此前他曾与包括比尔·卡西迪在内的共和党顽固派对抗。（阅读更多）
① Bitcoin Coinbase Premium Stays Negative For 46 Days As U.S. Demand Fades
比特币Coinbase溢价指数连续46天为负，美国需求消退
Bitcoin’s Coinbase Premium Index has stayed below zero for 46 straight days, adding another demand warning while BTC struggles near the $60,000 level. The streak began in mid-May and has continued through the latest selloff. The Coinbase Premium Index compares Bitcoin pricing on Coinbase with Binanc
比特币的Coinbase溢价指数已连续46天低于零，在BTC挣扎于60,000美元附近之际，增加了另一个需求警告。这一趋势始于五月中旬，并一直持续到最近的抛售。Coinbase溢价指数将Coinbase上的比特币价格与Binanc进行比较
② Solana Needs to Clear $100 Before Microsoft Copilot’s $600 Call Means Anything
Solana需突破100美元，微软Copilot的600美元预测才有意义
Microsoft Copilot AI put a $600 price tag on Solana by end of 2026. Bold call. The base case sits…
微软Copilot AI给Solana设定了2026年底600美元的价格目标。大胆的预测。基本情况是……
③ Abracadabra’s MIM crisis deepens as dollar peg breaks again
Abracadabra的MIM危机加深，美元挂钩再次脱钩
Abracadabra hikes Cauldron rates and pauses incentives after MIM fell near $0.50, aiming to cut supply and restore its $1 peg after a depeg.
Abracadabra在MIM跌至接近0.50美元后提高了Cauldron利率并暂停激励措施，旨在减少供应并在脱钩后恢复1美元挂钩。
④ SK Hynix, Samsung rally lifts AI mood as Polymarket puts Anthropic at 98%
SK海力士、三星上涨提振AI情绪，Polymarket对Anthropic信心达98%
South Korean chip giants SK Hynix and Samsung Electronics climbed as investors rotated back into AI-linked stocks, boosting confidence in the hardware-to-model pipeline. (Read More)
韩国芯片巨头SK海力士和三星电子上涨，投资者重新转向AI相关股票，提振了对硬件到模型管线的信心。（阅读更多）
⑤ Hormuz war-risk premiums fall as Polymarket puts July 15 normal traffic at 30%
霍尔木兹战争风险溢价下降，Polymarket预计7月15日正常交通概率为30%
On June 25, 2026, a report said insurers cut war-risk premiums for ships transiting the Strait of Hormuz, signaling easing perceived threats along the corridor. (Read More)
2026年6月25日，一份报告称保险公司降低了通过霍尔木兹海峡的船只的战争风险溢价，表明该走廊感知到的威胁有所缓解。（阅读更多）
⑥ Trump battles GOP over Iran war powers as Polymarket pegs exit odds at 0.25%
特朗普与共和党就伊朗战争权力展开斗争，Polymarket将退出几率定为0.25%
After a late-night vote, Senate Republicans defeated a war powers resolution on Trump’s Iran campaign 47-50-1, after he confronted GOP holdouts including Bill Cassidy. (Read More)
在深夜投票后，参议院共和党人以47票赞成、50票反对、1票弃权否决了一项关于特朗普伊朗行动的战权决议，此前他曾与包括比尔·卡西迪在内的共和党顽固派对抗。（阅读更多）
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