Institutions: HBM4 prices could rise to $4–5 per thousand bits in the second half of this year.

Serenity discussed the topic "Why Robots Must Be Humanoid", citing Elon Musk’s perspective as the core answer: "Robots don’t necessarily have to be humanoid, but general-purpose robots intended to replace human labor should adapt to the world environment already built by humans." The essence of this logic lies in the fact that doors, stairs, tools and spaces in the human world are all designed for the human body. A humanoid form for general-purpose robots enables them to seamlessly integrate with existing infrastructure, eliminating the need to reconstruct the environment for every new robot design. Serenity also explicitly expects Tesla’s humanoid robot project Optimus will eventually converge to the "correct form". The humanoid design of general-purpose robots is not an aesthetic choice, but an engineering rationality that maximizes environmental compatibility and task versatility.

According to Bitget market data, spot gold rose to hit $4,400 per ounce, up 0.57% intraday.

Don't FOMO! Trader 0xacbf lost $110.7K in just 2 hours by FOMOing into $MARSCOIN. After CZ burned 4,444 $MARSCOIN, the trader FOMO bought 6.15M $MARSCOIN with 133K $USDT. Then CZ said he would stop using his public address to avoid his actions being overinterpreted by the community, and $MARSCOIN crashed over 90%. The trader sold all 6.15M $MARSCOIN for only 22.4K $USDT, losing $110.7K in only 2 hours.

Whales keep buying $ETH. Whale 0x8447 withdrew another 5,300 $ETH ($9.98M) from Kraken 8 hours ago.

Sports event prediction market platform Novig has filed a lawsuit in the U.S. District Court for the Western District of Wisconsin, with state Attorney General Josh Kaul named as the defendant. Back in April, Wisconsin sued platforms including Kalshi, Polymarket, Robinhood, Crypto.com and Coinbase, accusing their sports event contracts of violating state bans and constituting a "public nuisance". Anticipating it would soon be sued as well, Novig opted to take preemptive action. Legally, Novig asserts that its sports contracts qualify as swaps under the Commodity Exchange Act and should fall under the exclusive jurisdiction of the CFTC.

According to market data from BIT (bit.com), SanDisk extended its gains by nearly 3% in after-hours trading, following a more than 7% rally last Friday. Last week, SanDisk set mid-to-high double-digit revenue growth targets, announced plans to return 100% of its excess cash to shareholders, signed a $93.9 billion long-term agreement, and revealed its HBF samples are scheduled to debut in 2027. In the storage sector, Micron Technology and SK Hynix ADRs rose over 1%. Optical communications concept stock Applied Optoelectronics (AAOI) extended its after-hours gains by more than 2%, having surged over 15% last Friday.