Standard Chartered recommends overweighing technology and communication services and underweighting consumer staples in the second half of the year.

According to monitoring by Onchain Lens, the Ethereum Foundation has staked 4,938 ETH (valued at $7.86 million) via Lido, and may stake more.

According to an official announcement, Binance has postponed the completion of its COIN-M perpetual contract system upgrade from the original scheduled time of 15:00 Beijing Time on June 30, 2026, to 15:35 Beijing Time on the same day. Following the upgrade, a 30-minute phase where only order cancellations are allowed will be implemented, with all services expected to resume continuous trading at 16:05 Beijing Time on June 30, 2026.

CryptoQuant analyst Axel Adler Jr. stated in a recent post that Bitcoin’s Long-Term Holder (LTH) MVRV ratio has fallen to 1.24, near its three-year low, signaling BTC is approaching the cost base of long-term holders. Currently, the average cost for LTHs is roughly $48,400, while BTC trades at around $59,000, meaning the average unrealized profit for long-term holders has narrowed to about 24%, with a roughly 19% gap from their cost line. Adler added that long-term holders have not engaged in significant selling: LTH holdings have reached a new all-time high of approximately 16.1 million BTC, and the spending metric remains at a low level, indicating the recent price drop is primarily a market correction rather than capitulation selling by long-term holders.

South Korean and Japanese stock markets have officially wrapped up the first half of the year. Looking back, AI investment has been the undisputed hot theme. Memory chip stocks represented by Samsung and SK Hynix rose 180% and 310% respectively in H1; their large weight in South Korea’s stock market drove the KOSPI to a cumulative gain of around 100% in the first half, hitting multiple new periodic highs. On the other hand, driven by multiple factors including corporate reforms, AI and semiconductor industry chain prosperity, Japan’s Nikkei 225 index has gained roughly 40% year-to-date, while the TOPIX (Tokyo Stock Price Index) rose about 17%. Tech stocks served as the main driving force: Advantest, a chip test equipment manufacturer, climbed around 65% year-to-date, and Tokyo Electron, a chip manufacturing equipment firm, surged over 120%. Notably, recent stock performance has seen AI upstream infrastructure equipment and raw materials—boosted by news of South Korea’s 800 trillion won production expansion—emerge strongly. Looking ahead to H2, “AI infrastructure” may become the direction of stock rotation within the broader AI theme.

According to an official announcement, OKX will list TAO/USDT (Bittensor) spot trading. The spot trading will officially open at 20:00 (UTC+8) on June 30, 2026. Deposits are now open, and pre-order placement is allowed within one hour prior to the trading start. Bittensor is an open-source protocol that powers blockchain-based machine learning networks.

Independent semiconductor and AI research firm SemiAnalysis has released a report projecting significant growth for Nvidia in the second half of this year. According to its SemiAnalysis Accelerator Model, Nvidia’s data center compute (DC Compute) revenue in the second half of fiscal 2027 (2H FY2027) will exceed the market consensus forecast by 20%. The Rubin platform, which was previously delayed due to issues related to HBM4, is now expected to see large-scale volume launches in the second half of this year as those problems are resolved and front-end wafer supply capacity improves. Unlike some sell-side analysts who tend to set conservative earnings forecasts to make it easier for companies to "beat expectations", SemiAnalysis’ projections are based on in-depth research covering the entire supply chain, including materials, wafer manufacturing, components, server OEMs, as well as the latest developments from hyperscalers and leading AI labs. Insights related to Nvidia, as well as AI chip firms including Broadcom, AMD, MediaTek, and Marvell, are integrated into its Accelerator Model and HBM Model.