june

The U.S. Securities and Exchange Commission documents show that the Swiss National Bank held 1.5 million Class A shares of SpaceX (SPCX.O) as of June 30.

On-chain analyst Yu Jin posted on the X platform, stating that since the end of June, Strategy has sold a total of 6,948 BTC, with an average selling price of $62,146, which is lower than its average cost price of $75,000, resulting in a loss of $93.12 million.

According to data from the Bank of Korea, South Korea's current account surplus in June reached 49.73 billion USD, setting a monthly record for the second consecutive month, further expanding from 38.61 billion USD in May, and compared to 13.97 billion USD in the same period last year. The cumulative surplus for the first half of the year was 191.01 billion USD, the highest in history for the same period, exceeding the Bank of Korea's previous annual target of 250 billion USD by 76%. The goods trade surplus of 47.89 billion USD also set a monthly record, with exports increasing by 84.5% year-on-year to 112.37 billion USD, surpassing the 100 billion USD mark for the first time, among which chip exports soared by 196.9%, and computer peripherals grew by 282.7%.South Korea's current account has maintained a surplus for 38 consecutive months since May 2023. The services account deficit widened to 1.29 billion USD, mainly influenced by increased payments related to intellectual property; the travel account surplus was 440 million USD, the second highest since October 2008. The current account surplus for South Korea in 2025 is projected to be 123.05 billion USD, setting a historical annual record.

According to Gate data, the intraday increase in spot gold has expanded to 3%, reported at $4368.18 per ounce, the highest level since June 17. The U.S. non-farm payrolls for July decreased by 23,000, while the market estimated an increase of 80,000, with the previous value being an increase of 57,000.

According to Gate market data, spot gold has broken through the $4,300/ounce mark for the first time since June 18, with a cumulative increase of $250 this week and a daily increase of over 1%.

According to Gate market data, NVIDIA's stock price has risen over 4%, currently reported at $220.43 per share, reaching a new high since June 4, with a total market capitalization of $5.33 trillion. NVIDIA's stock price has increased for 5 consecutive days.

According to Jinshi, the U.S. June JOLTs job openings were 7.359 million, lower than the market expectation of 7.4 million, and the previous value was revised from 7.594 million to 7.537 million.

According to Jinshi, today's key financial data and events to focus on include: the pending release of SpaceX's second-quarter performance, the pending FMS 2026 Flash Memory Summit, the release of the U.S. trade balance for June at 20:30, the announcement of U.S. JOLTs job openings and factory orders month-on-month for June at 22:00, and the release of U.S. API crude oil inventory data for the week ending July 31 at 04:30 the next day.

According to Techcrunch, AI startup June officially announced its emergence from stealth mode, completing a $20 million seed pre-financing round led by Time Ventures, a firm owned by Marc Benioff, with follow-on investments from notable figures in the tech industry such as Michael Dell, Aaron Levie, and George Kurtz.June was co-founded by former Salesforce executive Efrat Rapoport and three co-founders, who previously established the voice-to-text company Bonobo AI, which was acquired by Salesforce in 2019.June's core product automatically scans existing systems within enterprises, identifies bottlenecks in business processes, and generates a comprehensive roadmap for the gradual deployment of AI Agents, helping businesses implement AI in complex legacy system environments like Salesforce, ServiceNow, and Workday, without relying on high-cost Front Deployment Engineers (FDE).

According to the Korea Herald, in June this year, the five major cryptocurrency exchanges in South Korea (Upbit, Bithumb, Coinone, Korbit, Gopax) had a stablecoin outflow to overseas exchanges amounting to 27.625 trillion won, while inflows from overseas reached 22.022 trillion won during the same period, resulting in a net outflow of 5.603 trillion won, which is equivalent to 77.6% of the net overseas stock purchases by South Korean investors (approximately 7.22 trillion won) during the same period. At the beginning of last year, this ratio was only around 20%.The report states that stablecoins have been in a net outflow state for 18 consecutive months from the beginning of last year to June this year, contrasting with some months of net selling in overseas stocks. In the second quarter of this year alone, the net outflow of stablecoins was 16.872 trillion won, while overseas stocks experienced a net selling of 16.185 trillion won. These outflowing stablecoins are believed to be primarily used for derivatives trading not offered by domestic exchanges. Recently, overseas exchanges have launched spot and futures products for major South Korean stocks such as Samsung Electronics, SK Hynix, and Hyundai Motor, in addition to cryptocurrency futures, with some high-leverage products allowing for tens of times leverage on indices or individual stocks.

Analyst "AntiFragile" posted on the X platform stating that the Bitcoin (BTC) order book currently shows strong buyer support, with a large number of patient buy orders concentrated in the range of 2%-20% below the current price.AntiFragile pointed out that these buy orders began to appear as early as the beginning of June, representing passive buying demand that is positioned in advance. If the BTC price falls and touches these areas, it is expected that these buy orders will act as a buffer, reducing market volatility. The current order book structure shows that some investors are waiting to enter at lower prices rather than buying in line with the upward trend. These long-term orders may become a potential support force during short-term market corrections.

According to a report by Jinshi, data released by the Financial Supervisory Service of South Korea on the 31st shows that in June, foreign investors net sold 49.336 trillion won of South Korean listed stocks, marking six consecutive months of net selling. Among them, the main board market saw a net sell of 50.979 trillion won, while the KOSDAQ market had a net buy of 1.643 trillion won. As of June this year, foreign investors have cumulatively net sold 116.3563 trillion won, exceeding last year's total net sell amount by ten times.Despite the large-scale sell-off, as of the end of last month, the total balance of listed stocks held by foreign investors amounted to 2908.639 trillion won, an increase of 56.3 trillion won from the previous month, accounting for 36.4% of the market value.

According to Jinshi reports, Japan's overall Consumer Price Index (CPI) in Tokyo for June recorded the fastest growth since December 2025.

According to Jinshi, the core PCE price index in the United States for June was 0.1%, lower than the market expectation of 0.2%, and the previous value was 0.3%.

According to Jinshi reports, the actual personal consumption expenditure month-on-month rate in the United States for June was 0.4%, with the previous value revised from 0.3% to 0.4%.

According to Jinshi, the annual rate of the U.S. June PCE price index is 3.7%, in line with market expectations, and the previous value was 4.1%.

According to Jinshi reports, the unemployment rate in the Eurozone for June was 6.3%, higher than the market expectation of 6.2%. The previous value was revised from 6.2% to 6.3%.

According to data from The Block, the graduation rate of the Pump.fun token reached 6.7% last Friday, about 8 times the average level of June. The average for the previous four days was also 4.7%, significantly higher than the 2.5% of the previous week. The increase in the graduation rate is directly related to the newly launched BOOST default launch mechanism of Pump.fun.BOOST targets what Pump.fun refers to as dead liquidity—previously, about 20% of the migration liquidity was permanently locked in the PumpSwap pool during token graduation migration. Now, this portion of funds will automatically execute a series of market buy orders within five minutes after migration, and all purchased tokens will be destroyed. BOOST takes effect only after the token is bound and does not mechanically increase the graduation rate; instead, it incentivizes traders to more actively push the token to reach the graduation threshold by ensuring immediate buying pressure and supply destruction after migration.Meanwhile, the PUMP token has risen over 10% year-to-date, with an increase of nearly 60% in the past month, outperforming Bitcoin's approximately 25% decline this year. Its current market capitalization is about $850 million, with a fully diluted valuation of over $1.8 billion.

According to the latest survey by TrendForce, in June, the top three MLCC suppliers in Japan and South Korea (Murata, Samsung Electro-Mechanics, Taiyo Yuden) achieved a monthly shipment volume that reached a nearly five-year high, with 140 billion, 98 billion, and 40 billion units respectively, and the growth momentum continued into July. AI applications are the main driving force, with CSP manufacturers maintaining strong procurement demand for self-developed ASIC platforms such as Google TPU and AWS Trainium, driving continuous growth in demand for high-capacity, low-voltage, small-sized MLCCs.At the same time, Japanese and South Korean suppliers are accelerating the shift of production capacity from consumer-grade X5R to high-end X6S/X7R specifications, resulting in a severe squeeze on the production capacity of mid-to-high capacity (1µF-22µF) consumer-grade MLCCs, with mainstream inventory days generally falling below 30 days. The overflow effect of production capacity has led channels, agents, and second- and third-tier customers to urgently pull goods, significantly increasing order visibility for Taiwanese and mainland suppliers, leading to rising prices, with agents raising prices by an average of 20-25%, and spot market prices have soared to 2-3 times the original price. TrendForce pointed out that the consumer-grade MLCC market currently shows a structural mismatch of "weak end demand, strong channel pricing."

According to Jinshi reports, Google (GOOG.O) disclosed its holdings in SpaceX (SPCX.O) in its 10-Q report, indicating that it holds shares worth $94 billion after SpaceX goes public.As of June 30, the tradable equity securities include $80 billion in SpaceX shares, which are subject to short-term sale restrictions.