Renowned trader CryptoD: The "bottom" positioning window before the next bull market may emerge in Q3 and Q4.

According to Bloomberg, South Korea's Korea Composite Stock Price Index (KOSPI) has become the world's most volatile national stock index, even exceeding Bitcoin in volatility. The KOSPI's year-to-date return volatility has surged to 63%, ranking first among major national stock indices, surpassing Bitcoin's 48%.

Iranian Foreign Ministry spokesman Bahaei stated at a regular press conference that there are currently no talks between Iran and the United States. Iran is holding discussions with Oman at this stage, with topics centered on the Strait of Hormuz. Bahaei further pointed out that given the U.S.'s continued violations of the memorandum of understanding, the situation in the Strait of Hormuz will not undergo significant changes.

Arthur Hayes (@CryptoHayes) bought another 6M $ENA($525K) at an average price of $0.09.

Morgan Stanley released a report noting that June HDD/SSD data continues to reflect strong demand from data centers. TSR projects that the shipment capacity of enterprise-grade SSDs for data centers will reach 525 exabytes (EB) in 2026, a year-on-year surge of 100%; the shipment capacity of nearline HDDs for data centers will hit 1845 EB, up 30.4% year-on-year. The report shows that in June, data center enterprise-grade SSD shipment capacity stood at 46.33 EB, rising 124.5% year-on-year and 12.0% month-on-month. In the same period, enterprise-grade SSD shipments totaled 6.35 million units, up 41.1% year-on-year and 8.9% month-on-month. Morgan Stanley argues that as the share of high-capacity products rises, SSD shipment capacity growth will continue to outpace unit shipment growth. For HDDs, June nearline HDD production reached 7.03 million units, up 12.3% year-on-year and down slightly 0.6% month-on-month. TSR forecasts nearline HDD production will hit 8.439 million units in 2026, a year-on-year increase of 12.8%. However, the report warns that future production expansion of nearline HDDs may be constrained by read/write head and testing capacity. Overall, AI and data center capital expenditure remain key drivers of storage capacity demand, though supply chain bottlenecks are spreading from end devices to key components.

According to Bloomberg, South Korea's KOSPI has emerged as the world's most volatile national stock index, even outstripping Bitcoin in volatility. The index's year-to-date return volatility has surged to 63%, topping the list among major national stock indices and exceeding Bitcoin's 48%.

According to Lookonchain's monitoring, Arthur Hayes purchased 6 million ENA tokens at an average price of $0.09, with a total value of approximately $525,000.