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According to the Science and Technology Innovation Board Daily, the recent round of financing for Moon's Dark Side Kimi, with a valuation of 20 billion USD, has been completed, and a new round of financing has been initiated, with a pre-financing valuation rising to 31.5 billion USD. According to sources close to Kimi, the company disclosed its latest revenue data during this round of financing communication: ARR (Annual Recurring Revenue) has surpassed 300 million USD. The revenue growth for Kimi in this round mainly comes from increased developer usage and API revenue driven by model iterations. Currently, API revenue accounts for over 70% of Kimi's total revenue and continues to rise. Kimi's revenue curve is beginning to show characteristics of the early commercialization stage of Anthropic: increased developer usage, a higher proportion of API revenue, growth in overseas paying users, and a price system uplift driven by model capability iterations.

According to on-chain analyst Onchain Lens (@OnchainLens), the whale address "0x913" has completely closed its $SOL short position, with a loss exceeding 4.84 million dollars for this closing. Combined with previous losses, this address has accumulated losses of over 7.7 million dollars in this round of SOL short operations.

According to monitoring by Lookonchain, two whales are shorting BTC, with a total position size exceeding 100 million dollars. One whale is shorting 900 BTC with 40x leverage, with a short position size of 53,690,000 dollars; the other whale is shorting 800.75 BTC with 20x leverage, with a short position size of 47,760,000 dollars.

According to monitoring by Catcher Predict, in the event "Number of Musk Tweets from June 23 to June 30, 2026" on the prediction market Polymarket, the "Yes" option in the sub-market "260-279" has experienced a dramatic fluctuation in winning probability, soaring from 35.15% an hour ago to the current 57% (a fluctuation of 21.85%). Please note the impact of related breaking news.

According to monitoring by Catcher Predict, in the "France vs Sweden - More Markets" event on the prediction market Polymarket, the "Yes" option for the sub-market "Will the match go into overtime?" experienced a sharp fluctuation in winning probability, dropping from 50% an hour ago to the current 23% (a fluctuation of 27%). Please note the impact of relevant breaking news.

According to Cointelegraph, MidChains CEO Basil Al Askari stated that sovereign wealth funds are accumulating spot Bitcoin, indicating that the current price levels are attractive to institutional investors. Al Askari confirmed that at least one sovereign wealth fund has been accumulating Bitcoin, and a second one may join in the coming weeks. Global sovereign wealth funds control over $13 trillion in assets, and Al Askari mentioned that the current low price is seen as "an opportunity window for large funds to enter."

According to Coinglass data, if ETH falls below $1,508, the cumulative long liquidation intensity on mainstream CEX will reach $627 million. Conversely, if ETH breaks above $1,664, the cumulative short liquidation intensity on mainstream CEX will reach $603 million.

According to on-chain data monitored by Catcher Predict, significant capital movements are predicted in the Polymarket market. A large whale sold $56,402.15 in a single transaction targeting "Morocco" in the "World Cup Champion" event. Based on the current transaction price, the latest corresponding winning probability for this target is 96.2%.

According to SoSoValue data, Bitcoin spot ETFs saw a total net outflow of $231 million yesterday (Eastern Time June 29). The Bitcoin spot ETF with the highest net inflow for the day was the Ark Invest and 21Shares ETF ARKB, with a net inflow of $49.969 million, bringing ARKB's historical total net inflow to $1.209 billion. Following that was the Grayscale ETF GBTC, with a net inflow of $35.1026 million, and currently, GBTC's historical total net outflow has reached $27.108 billion.The Bitcoin spot ETF with the highest net outflow for the day was the Blackrock ETF IBIT, which had a net outflow of $300 million, and currently, IBIT's historical total net inflow has reached $60.466 billion. As of the time of this report, the total net asset value of Bitcoin spot ETFs is $73.19 billion, with an ETF net asset ratio (market value relative to Bitcoin's total market value) of 6.05%, and the historical cumulative net inflow has reached $51.375 billion.

According to SoSoValue data, the Ethereum spot ETF had a total net outflow of $30.043 million yesterday (Eastern Time, June 29). The Ethereum spot ETF with the highest single-day net inflow yesterday was Blackrock ETF ETHA, with a single-day net inflow of $5.8693 million, and the historical total net inflow for ETHA has reached $11.086 billion. The second was Fidelity ETF FETH, with a single-day net inflow of $5.252 million, and the historical total net inflow for FETH has reached $2.113 billion.The Ethereum spot ETF with the highest single-day net outflow yesterday was Blackrock Staked ETH ETF ETHB, with a single-day net outflow of $37.549 million, and the historical total net inflow for ETHB has reached $520 million. As of the time of writing, the total net asset value of Ethereum spot ETFs is $8.594 billion, and the ETF net asset ratio (market value as a percentage of Ethereum's total market value) is 4.4%, with a historical cumulative net inflow of $10.873 billion.

According to GMGN market data, the market capitalization of the Solana ecosystem meme coin TJR once surpassed $18 million, setting a new historical high, and then fell back to about $17.8 million, with a daily increase of over 45,000%.Meme coin prices are highly volatile, mainly driven by market sentiment and concept speculation, lacking clear practical application scenarios, and investors should be aware of the associated risks.

CryptoQuant analyst Darkfost stated that about 84% of altcoin trading prices on Binance have fallen below the 200-day moving average, a situation that has persisted for nearly eight months, marking the second longest period of weakness since 2020, only behind the previous bear market's record of about ten months.The Total 3 index, which tracks the market capitalization of altcoins excluding Ethereum, continues to decline and has confirmed a weekly close below the 200-day moving average. Darkfost pointed out that altcoins have maintained a high correlation with Bitcoin prices during this cycle. Although the current weakness confirms a downward trend, historically, such periods usually provide mid-term opportunities, but this time requires stricter asset screening than before.

According to the official announcement, Upbit will launch AI Korean Won, BTC, and USDT trading pairs.

According to token unlocking data from the crypto asset data platform RootData, INFINIT (IN) will unlock approximately 35.73 million tokens at 17:00 Beijing time on July 7, worth about 4.38 million USD.

The semiconductor research institution SemiAnalysis has released a latest analysis indicating that Changxin Memory Technologies (CXMT) has clearly become the world's fourth largest DRAM manufacturer. Although its production capacity and cash flow are continuously growing, the institution believes that Changxin Memory still faces multiple challenges in equipment, technology, and market, and will not end the current storage "super cycle" in the short term.In terms of specific challenges, export controls on advanced semiconductor manufacturing equipment (such as EUV, advanced etching, and TSV tools) severely restrict Changxin's expansion into more advanced processes and high bandwidth memory (HBM) fields; although domestic equipment (such as Zhongwei Company, Northern Huachuang, etc.) has alleviated some pressure, it cannot fully resolve the integration and yield bottlenecks across multiple process links, resulting in its technology still lagging behind leading manufacturers by several generations. Additionally, Changxin's market share is currently still highly concentrated in the Chinese domestic market, with global expansion limited by geopolitical factors and customers' willingness to diversify their supply chains.In response to market concerns that Changxin might "impact the global market with cheap chips," SemiAnalysis clarified that there is currently a severe structural shortage in the DRAM market, and the increase in Changxin's production capacity may even struggle to fully meet domestic demand in China. In fact, the prices of Chinese memory chips are also soaring significantly, in line with the global upward trend, and Changxin is similarly a beneficiary of the shortage premium. Therefore, Changxin Memory should be viewed as a long-term structural competitive force, and in the current context of accelerated AI demand and constrained supply, it cannot shake the fundamental super cycle dominated by leading manufacturers in the short term.

According to on-chain analyst Ai Yi's monitoring, two addresses belonging to the same whale or entity withdrew 109 WBTC from Binance in the past 5 days, worth 6.572 million USD; subsequently, 93.47 WBTC was lent out as collateral for USDC, and 31.07 WBTC, worth 1.86 million USD, was added to the position on-chain 9 hours ago. Currently, this whale has accumulated a position of 8.431 million USD in WBTC, with an average price of 60,188 USD.

DefiLlama data shows that in the past week, the income returned to token holders from DeFi protocols was mainly concentrated in a few projects, with the top ten protocols accounting for over 80% in total.Among them, Hyperliquid ranked first with approximately $12.3 million, accounting for about 43.9%; Pump ranked second with about $3.5 million, accounting for about 12.6%; protocols such as Aerodrome, Uniswap, and Chainlink also made it to the top. Holders Revenue refers to the value returned to token holders through methods such as token buybacks, burns, or distributions to stakers.

ZetaChain announced that as it transforms into an AI-oriented private memory layer, it will gradually shut down the old cross-chain infrastructure and focus on new directions such as Anuma, user-owned memory, identity, permissions, payments, and agency.According to the plan, ZetaChain has closed platform recharges as of June 1, 2026, and opened the final withdrawal window. Previously, on April 27, ZetaChain was attacked by exploiting a vulnerability in the cross-chain messaging system, resulting in the theft of $333,868 from three internal team wallets.

According to Bits.media citing data from the European Securities and Markets Authority (ESMA), as of June 29, 244 companies in the EU have obtained MiCA crypto licenses, with Germany leading with 57 companies (about 23%), followed by France with 26 companies (about 11%). Greece, Hungary, Poland, Portugal, and Romania have not issued any MiCA licenses, and Poland has yet to establish a licensing system for crypto exchanges, with related legislation having been vetoed by the president three times.Germany, France, and the Netherlands (along with Luxembourg and Ireland) account for about 72% of the EU's financial assets, which is also why MiCA licenses are highly concentrated in these countries. France has recently accelerated its approval process, issuing 5 licenses in the week from June 18 to 22, nearly half of the total 11 issued in the EU during the same period. MiCA requires crypto companies to obtain a license in at least one EU country by July 1 in order to legally serve the markets of the 27 countries; those without a license must cease operations in the EU.

According to SoSoValue data, yesterday (Eastern Time June 29) the total net inflow of the SOL spot ETF was $5.5233 million.The SOL spot ETF with the highest net inflow yesterday was the Bitwise Solana Staking ETF (BSOL), with a net inflow of $4.6312 million for the day, bringing its historical total net inflow to $894 million. Following that was the Fidelity Solana Fund ETF (FSOL), with a net inflow of $892,100 for the day, currently having a historical total net inflow of $194 million. As of the time of publication, the total net asset value of the SOL spot ETF was $876 million, with a SOL net asset ratio of 2%, and the historical cumulative net inflow has reached $1.135 billion.