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On July 2, Marc Zeller, founder of the Aave-Chan Initiative (ACI) and contributor to Aave ecosystem governance, announced on social media that he sold all of his AAVE holdings upon leaving Chaos Labs, retaining only a minimal 'dust-level' balance. Previously, after announcing the end of the ACI project, community members had inquired whether he still held AAVE or had sold his positions. Marc responded that he completed the liquidation when he left Chaos Labs.

[Aave-Chan Initiative Founder Marc Zeller Discloses Complete Liquidation of AAVE Holdings]On July 2, Marc Zeller, founder of the Aave-Chan Initiative (ACI) and contributor to Aave ecosystem governance, announced on social media that he sold all of his AAVE holdings upon leaving Chaos Labs, retaining only a minimal 'dust-level' balance. Previously, after announcing the end of the ACI project, community members had inquired whether he still held AAVE or had sold his positions. Marc responded that he completed the liquidation when he left Chaos Labs.

Aave-Chan Initiative Founder Marc Zeller Discloses Complete Liquidation of AAVE Holdings

According to official sources, the “One Chain. One Thriving Ecosystem | BOT Chain Global Ecosystem Summit · Bangkok Stop” was successfully held and concluded on June 28 in Bangkok, Thailand. Centered on the theme “One Chain, Thousands United, A Thriving Ecosystem Together,” the summit brought together industry leaders, ecosystem partners, community representatives, and project contributors from multiple countries to exchange insights on the digital economy, AI, blockchain infrastructure, distributed computing networks, and global ecosystem collaboration.

[One Chain. One Thriving Ecosystem | BOT Chain Global Ecosystem Summit · Bangkok Stop Concludes Successfully]According to official sources, the “One Chain. One Thriving Ecosystem | BOT Chain Global Ecosystem Summit · Bangkok Stop” was successfully held and concluded on June 28 in Bangkok, Thailand. Centered on the theme “One Chain, Thousands United, A Thriving Ecosystem Together,” the summit brought together industry leaders, ecosystem partners, community representatives, and project contributors from multiple countries to exchange insights on the digital economy, AI, blockchain infrastructure, distributed computing networks, and global ecosystem collaboration.

One Chain. One Thriving Ecosystem | BOT Chain Global Ecosystem Summit · Bangkok Stop Concludes Successfully

On July 2, the Pakistani Foreign Ministry issued a statement indicating that as mediators, Qatar and Pakistan held talks in Doha with representatives from the United States and Iran, achieving positive progress on issues related to the implementation of the US-Iran memorandum of understanding. The statement noted that the parties engaged in in-depth discussions on several specific issues related to the memorandum and made 'positive progress' on relevant topics. It also mentioned that the parties agreed to continue negotiations in the near future and to determine the timing of the next round of talks as soon as possible. The Pakistani Foreign Ministry further stated that the next round of talks is expected to be held shortly after the funeral ceremony of Iran's former Supreme Leader Khamenei.

[Pakistan Expects Next US-Iran Talks to Be Held After Khamenei's Funeral]On July 2, the Pakistani Foreign Ministry issued a statement indicating that as mediators, Qatar and Pakistan held talks in Doha with representatives from the United States and Iran, achieving positive progress on issues related to the implementation of the US-Iran memorandum of understanding. The statement noted that the parties engaged in in-depth discussions on several specific issues related to the memorandum and made 'positive progress' on relevant topics. It also mentioned that the parties agreed to continue negotiations in the near future and to determine the timing of the next round of talks as soon as possible. The Pakistani Foreign Ministry further stated that the next round of talks is expected to be held shortly after the funeral ceremony of Iran's former Supreme Leader Khamenei.

Pakistan Expects Next US-Iran Talks to Be Held After Khamenei's Funeral

Bitcoin Fear and Greed Index is 19. Extreme Fear.
Current Price: $60488.0.

[Bitcoin Fear and Greed Index is 19]Bitcoin Fear and Greed Index is 19. Extreme Fear.
Current Price: $60488.0.

Bitcoin Fear and Greed Index is 19

On July 2, CoinDesk reported that FBI Director Kash Patel failed to timely disclose his purchase of $100,000 to $250,000 in Strategy (MSTR) stock made on November 21, 2025, only reporting it to the government ethics office on May 26, 2026, over six months late. Patel explained that the omission was unintentional due to an unspecified 'communication error.' The STOCK Act requires senior officials in the executive branch to disclose personal stock trades over $1,000 within 45 days of the transaction. Dylan Hedtler-Gaudette, director of a government oversight organization, stated that Patel 'violated the law.' The Department of Justice did not penalize Patel, and his late disclosure report has been revised and approved. Since Patel's purchase, the price of Strategy stock has dropped by about half.

[FBI Director Fails to Disclose Six-Figure Investment in MSTR]On July 2, CoinDesk reported that FBI Director Kash Patel failed to timely disclose his purchase of $100,000 to $250,000 in Strategy (MSTR) stock made on November 21, 2025, only reporting it to the government ethics office on May 26, 2026, over six months late. Patel explained that the omission was unintentional due to an unspecified 'communication error.' The STOCK Act requires senior officials in the executive branch to disclose personal stock trades over $1,000 within 45 days of the transaction. Dylan Hedtler-Gaudette, director of a government oversight organization, stated that Patel 'violated the law.' The Department of Justice did not penalize Patel, and his late disclosure report has been revised and approved. Since Patel's purchase, the price of Strategy stock has dropped by about half.

FBI Director Fails to Disclose Six-Figure Investment in MSTR

On July 2, according to official news, the previously affected cross-chain bridging functionality has been repaired and is now reopened for bidirectional asset transfers between the Taiko network and external networks. The team stated that this repair marks the completion of 'Step 4', and the network is fully operational again, with user asset statuses restored to consistency. Current restrictions do not affect normal usage. The official also reminds users to be aware of security risks: they will not proactively message users, and there are no airdrop or claim websites; only official account information should be relied upon. The team indicated that a complete incident review report will be released in the future.

[Taiko Announces Restoration of Bridge Services, Network Fully Operational]On July 2, according to official news, the previously affected cross-chain bridging functionality has been repaired and is now reopened for bidirectional asset transfers between the Taiko network and external networks. The team stated that this repair marks the completion of 'Step 4', and the network is fully operational again, with user asset statuses restored to consistency. Current restrictions do not affect normal usage. The official also reminds users to be aware of security risks: they will not proactively message users, and there are no airdrop or claim websites; only official account information should be relied upon. The team indicated that a complete incident review report will be released in the future.

Taiko Announces Restoration of Bridge Services, Network Fully Operational

On July 2, according to official news, the previously affected cross-chain bridging functionality has been repaired and is now reopened for bidirectional asset transfers between the Taiko network and external networks. The team stated that "Step 4 has been completed," and the network has fully resumed normal operations, with user asset statuses restored to consistency. Current restrictions do not affect normal usage. The official also reminds users to be aware of security risks: they will not proactively message users, and there are no airdrop or claim websites; only official account information should be considered trustworthy. The team indicated that a complete incident review report will be released in the future.

[Taiko Announces Restoration of Bridge Services, Network Fully Operational]On July 2, according to official news, the previously affected cross-chain bridging functionality has been repaired and is now reopened for bidirectional asset transfers between the Taiko network and external networks. The team stated that "Step 4 has been completed," and the network has fully resumed normal operations, with user asset statuses restored to consistency. Current restrictions do not affect normal usage. The official also reminds users to be aware of security risks: they will not proactively message users, and there are no airdrop or claim websites; only official account information should be considered trustworthy. The team indicated that a complete incident review report will be released in the future.

On July 2, strategists at State Street Global Advisors noted in a report that gold prices could reach $5,000 per ounce by early 2027, as the gold bull market cycle remains persistent. They believe that with rising U.S. government debt, gold's position as a monetary hedge is likely to be supported, while actual demand for gold remains strong. The global gold fund holdings (which account for a portion of global mutual fund and exchange-traded fund assets) are currently still below State Street's target level of 3% to 10% for most portfolios. Additionally, they stated that the Federal Reserve's hawkish shift should not alter the structural trend of gold in the post-pandemic era. State Street expects that in the next six to nine months, the price of gold bullion will rise to between $4,750 and $5,500 per ounce. (Jin Shi)

[Institution: Gold Prices May Reach $5,000 per Ounce by Early 2027]On July 2, strategists at State Street Global Advisors noted in a report that gold prices could reach $5,000 per ounce by early 2027, as the gold bull market cycle remains persistent. They believe that with rising U.S. government debt, gold's position as a monetary hedge is likely to be supported, while actual demand for gold remains strong. The global gold fund holdings (which account for a portion of global mutual fund and exchange-traded fund assets) are currently still below State Street's target level of 3% to 10% for most portfolios. Additionally, they stated that the Federal Reserve's hawkish shift should not alter the structural trend of gold in the post-pandemic era. State Street expects that in the next six to nine months, the price of gold bullion will rise to between $4,750 and $5,500 per ounce. (Jin Shi)

Institution: Gold Prices May Reach $5,000 per Ounce by Early 2027

On July 2, Nomura stated in a recent in-depth semiconductor report that cloud providers will still find it difficult to halt expansion by 2027. The iteration of AI models, growing inference demand, expanded data center construction plans, and tight supply of storage and advanced packaging will compel cloud providers to continue securing resources for chips, packaging, substrates, storage, and servers. Nomura's reasoning is that AI capital expenditure is not a short-term choice for a single company, but rather a competitive pressure among large cloud platforms. As long as companies like Microsoft, Google, Amazon, and Meta are competing for AI models, enterprise customers, and inference traffic, they will find it hard to slow down infrastructure development voluntarily. Even with rising costs, stopping could mean losing competitive positioning on the platform. The report specifically mentions that while TSMC is expanding its CoWoS advanced packaging capacity, smaller substrate suppliers may become new bottlenecks. In other words, bottlenecks exist not only in GPUs but also in advanced packaging, ABF/substrates, HBM, server assembly, and power infrastructure. Consequently, Nomura is optimistic about supply chain companies such as TSMC, ASE, Aspeed, MediaTek, GlobalWafers, KYEC, Elite Material, and Zhen Ding. This assessment contrasts with concerns over 'AI overheating': the real issue is not the disappearance of demand, but rather that the supply chain is still insufficient; as long as bottlenecks exist, cloud providers will continue to pay for scarce capacity.

[Nomura: It's Premature to Conclude Chip Stocks Have Peaked, AI Server Demand and Supply Chain Bottlenecks Persist]On July 2, Nomura stated in a recent in-depth semiconductor report that cloud providers will still find it difficult to halt expansion by 2027. The iteration of AI models, growing inference demand, expanded data center construction plans, and tight supply of storage and advanced packaging will compel cloud providers to continue securing resources for chips, packaging, substrates, storage, and servers. Nomura's reasoning is that AI capital expenditure is not a short-term choice for a single company, but rather a competitive pressure among large cloud platforms. As long as companies like Microsoft, Google, Amazon, and Meta are competing for AI models, enterprise customers, and inference traffic, they will find it hard to slow down infrastructure development voluntarily. Even with rising costs, stopping could mean losing competitive positioning on the platform. The report specifically mentions that while TSMC is expanding its CoWoS advanced packaging capacity, smaller substrate suppliers may become new bottlenecks. In other words, bottlenecks exist not only in GPUs but also in advanced packaging, ABF/substrates, HBM, server assembly, and power infrastructure. Consequently, Nomura is optimistic about supply chain companies such as TSMC, ASE, Aspeed, MediaTek, GlobalWafers, KYEC, Elite Material, and Zhen Ding. This assessment contrasts with concerns over 'AI overheating': the real issue is not the disappearance of demand, but rather that the supply chain is still insufficient; as long as bottlenecks exist, cloud providers will continue to pay for scarce capacity.

Nomura: It's Premature to Conclude Chip Stocks Have Peaked, AI Server Demand and Supply Chain Bottlenecks Persist

On July 1, the Nikkei 225 index rose by 0.59%, closing at 70,474.96 points; meanwhile, the South Korean KOSPI index fell by 2.04%, closing at 8,303.41 points. (Financial Association News)

[Mixed Results in Japanese and South Korean Stock Markets]On July 1, the Nikkei 225 index rose by 0.59%, closing at 70,474.96 points; meanwhile, the South Korean KOSPI index fell by 2.04%, closing at 8,303.41 points. (Financial Association News)

Mixed Results in Japanese and South Korean Stock Markets

GPT Designs GPT

Bitcoin’s fall to $60K changes things, but what does the data say?

After Burning Through 900 Billion, Zuckerberg Decides to Open a Casino Where You Can't Gamble

How to Detect AI-Generated Videos? A Review of Dynamic, Traceable, and Explainable Detection Systems

Glue Finance Founder: ETH Has Entered a Phase of Non-Consensus, an Inflection Point Is Coming

Ethereum ETFs see $12.85M outflows – Why ETH bulls face an uphill battle

Lao Huang: Prompt is Dead, the Entire AI Community is Frenziedly Chasing Loops

Trading Moments: Bitcoin's 200-week moving average has turned into a resistance level, can the July rise still be realized?

Mixed Results in Japanese and South Korean Stock Markets

Disclaimer：The content above does not represent HTX's positions.，HTX does not provide any trading recommendations.。

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