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According to Jinshi reports, NVIDIA announced that Anthropic's Claude series models are now available on Microsoft's Azure NVIDIA GB300 Blackwell Ultra platform.

According to monitoring by Lookonchain, after being silent for over a year, the whale 4z56a1 began to buy PUMP, spending 5,000 SOL (358,000 USD) to purchase 242.66 million PUMP. More than a year ago, this whale bought 10,957 SOL (2.6 million USD) at 237 USD and staked it. Although it earned 1,206 SOL in staking rewards, it still has an unrealized loss of over 1.7 million USD (-66%) due to the decline in SOL prices.

According to The Bitcoin Historian (@pete_rizzo_), the $2 billion lending giant Ledn has removed cryptocurrencies from all its products and fully shifted to a pure Bitcoin strategy. Ledn stated that this adjustment is a strategic transformation aimed at aligning with the core principles of Bitcoin.

According to BBX data, last weekend Japan's largest financial group completed the most important cryptocurrency acquisition, and U.S. bipartisan senators launched a new regulatory offensive against prediction market platforms. The core developments are as follows:SBI Holdings, Inc. (Tokyo Stock Exchange: 8473) announced the acquisition of the Japanese cryptocurrency exchange Bitbank (privately held) for approximately $289 million. After the transaction is completed, SBI's cryptocurrency business will surpass all competitors, creating Japan's largest cryptocurrency exchange. SBI Holdings is one of Japan's largest independent financial services groups, already owning cryptocurrency-friendly network bank SBI Shinsei Bank, cryptocurrency asset custodian SBI Digital Asset Holdings, and multiple Bitcoin mining and cryptocurrency venture capital investments. Bitbank is one of Japan's largest spot BTC exchanges and holds an official cryptocurrency exchange license from the Financial Services Agency (FSA) of Japan. This acquisition marks a shift for traditional Japanese financial institutions from "strategic trial" in the cryptocurrency sector to "scale acquisition dominance," alongside the joint stablecoin plan of the three major banks: Mitsubishi UFJ ($MUFG), Sumitomo Mitsui ($SMFG), and Mizuho ($MFG) (targeting March 2027), forming the most intensive wave of cryptocurrency layout in Japan's financial industry by 2026.U.S. Senators John Curtis (Republican, Utah) and Adam Schiff (Democrat, California) reported on June 28 that they jointly sent a letter to the CFTC, urging it to conduct a formal investigation into the prediction market platform Polymarket (privately held), citing a "concerning" investigative report regarding Polymarket's "deceptive marketing" practices, which accused it of systematic misleading in user acquisition and risk disclosure. This is the third regulatory offensive against prediction market platforms initiated by Congress this year (previously, the House Oversight Committee launched an insider trading investigation on May 22); the two senators come from different parties, which is significant. For Robinhood Markets, Inc. (NASDAQ: $HOOD), this investigation poses indirect pressure—Robinhood's prediction market/event contract business (which achieved a record daily trading volume in June) faces the same regulatory qualitative disputes as Polymarket; however, Robinhood's defensive advantage lies in its ongoing application for a CFTC Designated Contract Market (DCM) license, providing a clearer compliance path compared to Polymarket.

According to Cointelegraph, Binance recorded over $400 million in net outflows this week after the exchange announced the withdrawal of its MiCA license application in Greece.According to DefiLlama data, the net outflow this week accounted for 0.3% of Binance's tracked assets ($133.3 billion). On Wednesday (the day the withdrawal was announced), the net outflow was $1.96 billion, followed by outflows of $2.52 billion and $1.46 billion over the next two days.The EU MiCA transitional period is currently in its final stage, and starting from July 1, platforms that are not authorized under MiCA will no longer be able to provide related services to EU users. Binance has begun notifying some EU users to transfer their funds to self-custody wallets or other exchanges.Binance co-founder He Yi stated that although the European market accounts for only about 1% of its spot trading volume, the company still values this market and will continue to advance its MiCA license application.

According to the latest disclosure by the Federal Trade Commission (FTC), Musk has obtained antitrust approval for the acquisition of the optical network startup Mesh Optical Technologies, which means the FTC has completed a rapid antitrust review and will not challenge the transaction on competitive grounds, clearing a major regulatory hurdle for the advancement of the deal. However, it has not yet been disclosed whether the transaction has been signed or completed.Mesh was founded by former SpaceX engineers, and its core product is optical transceivers for AI data centers, which can improve energy efficiency, reduce latency, and enhance reliability compared to traditional network hardware, in order to meet the demand for millions of optical connections brought about by the growth of AI computing clusters. The founding team was involved in the development of the laser communication system for SpaceX's Starlink satellite network and plans to deploy optical communication technology into space in the future, adapting to the inter-satellite laser communication needs of orbital data centers and AI satellite networks. The company completed over $50 million in financing led by Thrive Capital in February of this year.Acquiring Mesh is one of SpaceX's initiatives to strengthen the competitiveness of large-scale computing clusters. Currently, SpaceX has listed AI computing power as a core business segment, and its xAI has been operating a total of approximately 1GW computing power with the Colossus and Colossus II training clusters, making it the first company to deploy coherent gigawatt-level AI training clusters; among them, Colossus II will add over 400MW of computing power and introduce over 220,000 GB300 chips. It has signed computing power cooperation agreements with Anthropic, Google, Reflection AI, and others, directly competing with large-scale cloud providers such as Amazon Web Services, Microsoft Azure, and Google Cloud. This year, SpaceX has also reached a Terafab chip manufacturing plan with Tesla and Intel, extending its vertical integration capabilities in chip design and manufacturing.In the past week, SpaceX's stock price ended its upward trend, closing at $153.23 per share, down over 32% from its peak of $225.64 per share.

The Kobeissi Letter analysis points out that since April, the cumulative net outflow from U.S. gold and Bitcoin-related ETFs has been about $12 billion, while during the same period, semiconductor ETFs recorded a net inflow of about $20 billion, with funds clearly concentrating in the technology growth sector.This trend accelerated further in mid-May: the outflow from gold and Bitcoin ETFs increased more than threefold, while the inflow into semiconductor ETFs doubled. In terms of market performance, the world's largest gold ETF GLD has fallen about 13% since early April, and the Bitcoin ETF IBIT has dropped about 12% during the same period; in contrast, semiconductor ETFs SOXX and SMH have risen approximately 81% and 60%, respectively.Analysis suggests that the current market shows a clear "risk preference switch," with retail funds accelerating their shift from safe-haven assets and crypto assets to high-growth semiconductor and AI-related sectors, driving the market in unprecedented ways.

Polymarket's Vice President of Product Engineering and former Craft co-founder Balint Orosz tweeted that Polymarket has acquired the productivity app Craft Agents, and some team members from Craft will join Polymarket.

According to on-chain analyst @ai_9684xtpa's monitoring, a whale that shorted $165 million closed its position with a profit of $3.277 million and opened a new short position worth $70.76 million that same night.Currently, it holds short positions of 912.93 BTC ($54.98 million) and 10,000 ETH ($15.83 million), with opening prices of $59,137 and $1,532, respectively, resulting in an unrealized loss of $1.418 million.

According to on-chain analyst Yu Jin's monitoring, half an hour ago Garrett Jin placed an order for a ZEC short worth $21.73 million at a price of $418.9, with $4.93 million already executed and another order worth $16.8 million still waiting to be filled.Once fully executed, he will be the largest ZEC holder on Hyperliquid. Additionally, this whale has a BTC long position of 1,270 coins opened at $76,117, currently facing an unrealized loss of $20.15 million.

According to Hong Kong media Ming Pao, Hong Kong Legislative Council member Jan Wai-man revealed that the "2026 Taxation (Amendment) (Automatic Exchange of Information) Bill" was passed by the Legislative Council last week, and the Crypto Asset Reporting Framework (CARF) Bill has entered the review stage. Jan Wai-man stated that the tax and fines recovered by the Hong Kong government from 2018 to 2025 have exceeded 100 million Hong Kong dollars, and it is expected that an additional approximately 8,000 financial institutions will be required to register compulsorily in the future.

According to Onchain Lens monitoring, after 2 years of silence, a certain whale sold 5,671 ETH at a price of $1,576, exchanging it for 8.938 million USDS.

According to Jinshi reports, data from the Commodity Futures Trading Commission (CFTC) shows that as of the week ending June 23, stock fund managers increased their net long positions in the S&P 500 Index CME by 4,547 contracts to 987,977 contracts.At the same time, stock fund speculators reduced their net short positions in the S&P 500 Index CME by 146,022 contracts to 355,669 contracts.

According to the official website of the U.S. Commodity Futures Trading Commission (CFTC), the CFTC and the U.S. Securities and Exchange Commission (SEC) jointly issued a document seeking public comments on further coordination of the regulatory framework for portfolio margin and cross-margin for securities, security-based swaps, futures, swaps, and related positions. The two agencies aim to enhance risk management efficiency, reduce unnecessary market fragmentation, and strengthen customer protection through unified or strengthened coordination.The key points for public comment include existing portfolio margin models and practices, customer protection, cross-margining and inter-product offsets, capital and margin and collateral handling, clearinghouse and clearing organization arrangements, as well as technology and operational implementation, with a comment period of 60 days after the document is published in the Federal Register.

According to Onchain Lens monitoring, a certain whale opened a 20x leveraged short position on Ethereum after 8 months of silence, currently holding 12,832 ETH, with a position value of 19.7 million USD.

The AI-driven on-chain trading platform AvoDex has announced that its Genesis NFT unlocking feature is officially live. The AvoDex Genesis NFT is a community credential for the AvoDex perpetual contract exchange and is also the earliest release vehicle for the $AVO token, with holding users locking in a phased release right of AVO tokens. This marks another important step for AvoDex towards TGE on July 1.It is reported that AvoDex is a Perp DEX that natively integrates AI Agent, primarily providing services such as perpetual contracts, spot trading, and AI strategy tools.

According to Onchain Lens monitoring, after being inactive for 1 month, a certain whale withdrew 1.6 million TRUMP from Binance, worth 2.7 million dollars. This whale currently holds 17 million TRUMP, worth 2.88 million dollars.