SK Hynix rose 5.5% in after-hours trading on the South Korean stock market.

Serenity stated that from the perspectives of swing trading and trade correction, some "oversold" assets in the current U.S. stock market are worth monitoring. CRCL has fallen from $132 to $78, and interest rate hikes are actually favorable to this asset. NFLX has dropped 41.6% over the past year; despite lacking a hit content similar to *Squid Game*, its business remains on track for growth. ETHA and IBIT correspond to Ethereum at around $1,650 and Bitcoin at around $62,000 respectively. Serenity has long been bullish on Ethereum in the $1,500–$1,700 range, and also holds a positive outlook on Bitcoin near current levels. From a swing trading standpoint, ASTS always appears to recover near the $70 mark. META and MSFT have pulled back sharply from their highs due to capital expenditure pressures, but both companies continue to grow rapidly. UPWK currently boasts an extremely low price-to-earnings ratio, making it worth re-evaluating. For RDDT, which is trading at around $170, selling cash-secured put options near $150 may be a more optimal strategy. On AI-related assets, Serenity noted that AI capital expenditure will keep rising through 2028, so he remains focused on investing around bottleneck areas. Personally, he finds AAOI very attractive near $150, and JBL is also appealing at $370 with a market capitalization of roughly $39 billion. If TSM is implementing price hikes, its $1.9 trillion market cap may be undervalued; he cited reports that a roughly 10% price increase could boost margins by about 2 percentage points. Serenity added that he still holds exposure to EWY and storage-related assets, but will not add to his positions. For assets like INTC and MRVL, he believes that if there is no existing position, current prices are already reasonable, and given the overall market’s extremely high implied volatility, selling cash-secured put options may be more suitable.

US President Trump has made a flurry of statements over the past 24 hours on Iran, energy markets, and government personnel appointments. On Middle East issues, Trump said the US is pushing for a "fair deal" with Iran to end conflicts in the Strait of Hormuz, and reiterated that "Iran cannot possess nuclear weapons". He claimed Iran has agreed to accept long-term, even permanent, top-level nuclear inspections, and warned that no further talks would take place if Tehran refuses the inspections. Separately, in response to Iran’s denial that it had arranged access for International Atomic Energy Agency (IAEA) inspectors, Trump called Iran’s statement "incorrect", adding that the inspectors would enter Iran at an appropriate time. Trump also criticized the US Senate’s push to hold a vote on the War Powers Resolution, which limits the president’s war powers, saying the move sends a weak signal to Iran and will complicate future negotiations. On energy, Trump accused major oil companies of not passing on the full drop in crude oil prices to gas station retail prices, saying consumers are being "ripped off", and noted he has ordered the US Department of Justice (DOJ) to launch an immediate investigation. Additionally, a source familiar with the matter told reporters that Heidi Overton, White House domestic policy assistant, is among the candidates for commissioner of the US Food and Drug Administration (FDA). Separately, FIFA President has revealed that Trump will attend the World Cup final to be held in New Jersey, USA on July 19 and present the trophy to the champion team.

According to monitoring by OnchainLens, an address linked to BlackRock has deposited 2,700 BTC (valued at approximately $168.63 million) and 52,956 ETH (valued at roughly $88.17 million) into Coinbase.

QCP Capital’s daily observation notes that following the signing of the U.S.-Iran Memorandum of Understanding (MOU), the market’s focus has shifted from the agreement’s conclusion to execution risks. While Brent crude prices have fallen back below $80, navigation through the Strait of Hormuz has not fully resumed—only around 14 vessels transit the strait daily, far below normal levels. Key watch indicators over the next 60 days will be progress in technical negotiations and the implementation of the Lebanon-Israel ceasefire. On the monetary policy front, the Federal Reserve held interest rates steady in the 3.50%-3.75% range, but the median dot in its 2026 dot plot was raised from 3.4% to 3.8%, further reinforcing the "higher for longer" stance. Meanwhile, the Fed lifted its 2026 inflation forecast from 2.7% to 3.6%, underscoring that inflation remains a core constraint on current policy. In the tech sector, SpaceX’s share price has dropped from its post-IPO high of $211 to $155, a 27% decline from the peak, though still above its $135 IPO price. QCP believes the market narrative is shifting from the IPO boom to AI financing logic, with SpaceX increasingly emerging as a key component of the AI capital formation cycle. In the crypto market, Strategy continues to accumulate Bitcoin, holding 847,363 BTC—roughly 4% of the total Bitcoin supply—with an average cost basis of $75,651. QCP points out that while Strategy’s financing and accumulation mechanisms remain operational, its room to continue leveraging to add Bitcoin positions is narrowing, given the spot price is below its cost basis and preferred share prices have fallen below par value.

CryptoRank’s latest report shows that decentralized finance (DeFi) total value locked (TVL) has declined for six consecutive months, falling from around $115 billion in January 2026 to roughly $70 billion currently, marking a 39% year-to-date drop, a trend reflecting the ongoing correction following the 2025 crypto market peak. Data indicates that 121 security incidents have occurred in the DeFi space since the start of 2026, resulting in total losses of approximately $942 million. Among these, 85 attacks took place in the second quarter, causing around $775 million in losses, making it one of the most attack-prone quarters on record. The April attacks on Drift Protocol ($295 million) and KelpDAO ($293 million) alone account for more than half of the year’s total losses. Among the top 10 public blockchains by TVL, only TRON and Hyperliquid have posted positive growth. TRON’s year-to-date TVL rose by around 5%, driven primarily by demand for USDT transfers, stablecoin settlements, and lending services. Hyperliquid’s TVL grew by roughly 6.7%, fueled by its leading position in the on-chain perpetual contracts market and the expansion of its HyperEVM ecosystem. However, the report notes that the current DeFi downturn is significantly milder than the 2021–2022 cycle. Back then, DeFi TVL plummeted by over 70% in just seven months, while current capital is flowing more into segments like stablecoins, real-world assets (RWA), derivatives, and infrastructure, making the market structure more diversified and mature than in the previous cycle.

Binance announced that to enrich contract trading options and enhance user trading experience, Binance Futures will launch the OUSDT U-based perpetual contract at 19:45 Beijing time on June 24, supporting a maximum leverage of 10x.