Opinion: Investors still view the AI boom as a structural trend, with the recent pullback creating a clearer entry point.

According to Nikkei, Japanese Minister of Finance and Financial Services Satsuki Katayama stated in her keynote speech at the opening ceremony of the "OpenQUICK 2026" seminar hosted by financial information service provider QUICK that, against the backdrop of growing overseas trading of cryptocurrency ETFs, she hopes to advance research on lifting the ban on crypto asset ETFs in Japan. Japan is currently pushing forward legislative work to include cryptocurrencies in the regulatory framework of the Financial Instruments and Exchange Act for the first time.

According to official announcements, blockchain security firm SlowMist has launched its AI-powered on-chain intelligence tracking tool TrackAgent, which has been integrated into the company’s free stolen asset assessment service. TrackAgent supports 31 blockchains, enabling continuous tracking of stolen funds, reconstruction of complex fund flows, correlation of attacker addresses, and leveraging on-chain intelligence and security threat intelligence to assist in real-world investigations.

Serenity noted in a post that it’s interesting to observe retail investors capitulating. Bloomberg’s article on Meta’s computing was corrected via an internal memo, and two reports about delays were also denied by NVIDIA. As a result, the photonics and NVIDIA roadmap has not fundamentally changed: LITE remains fully sold out for the next two years, and this may extend to 2029; SIVE is set to ramp up production with GlobalFoundries, Jabil, Poet, Ayar, and other hyperscale suppliers; TSMC’s COUPE and its Taiwan-based vendors (such as Xunxin, Foci, etc.) have not vanished into thin air; AAOI’s projected monthly revenue of $471 million in H2 2027 remains unchanged; IQE’s epitaxial wafer contracts with Macom and Tower Semi are still in place; AXTI’s roughly 40% share of the indium phosphide substrate supply chain has not suddenly disappeared. Rocket Lab and the aerospace sector fell by 50% in 2025; Nebius and New Cloud dropped 50% in early 2026; and months ago, Samsung and SK Hynix plummeted due to LNG, helium, and oil fears sparked by the Iran conflict. Retail investors tend to build their beliefs around price movements and imagined trends, then lose faith when share prices decline, while institutions may be placing limit orders to profit from this dynamic. Beliefs should not be tied to a single day’s stock price, but rather to long-term growth in revenue or operating profit.

According to Onchainlens monitoring, 1,050 Bitcoin (BTC) were transferred from Binance’s hot wallet address to Binance’s institutional custody platform Ceffu, valued at approximately $67.1 million. Over the past 30 days, Binance’s hot wallet addresses have transferred a total of 3,000 BTC to Ceffu, worth $192 million.

Sources say the Bank of Japan plans to keep interest rates unchanged in July, while maintaining its policy guidance and committing to continuing its interest rate hike cycle. (Jinshi)

According to market data from BIT (bit.com), pre-market US stocks saw broad declines in the storage and optical communication sectors. SanDisk fell more than 3%, Micron Technology dropped nearly 3%, Marvell Technology, Lumentum, and AAOI declined over 2%, while Seagate Technology, Western Digital, and Corning fell nearly 2%.