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On June 24, the Nikkei 225 index closed down 613.41 points, a decrease of 0.88%, ending at 69,174.97 points. The South Korean KOSPI index experienced significant fluctuations during the day, initially surging over 4% in the morning before briefly turning negative with a drop of 1%. In the afternoon, it regained momentum, closing up 303.97 points, an increase of 3.71%, at 8,507.81 points. Samsung Electronics rose nearly 10%, while SK Hynix increased by nearly 1%.

[Divergent Trends in Japanese and South Korean Stock Markets; KOSPI Rises Over 3%]On June 24, the Nikkei 225 index closed down 613.41 points, a decrease of 0.88%, ending at 69,174.97 points. The South Korean KOSPI index experienced significant fluctuations during the day, initially surging over 4% in the morning before briefly turning negative with a drop of 1%. In the afternoon, it regained momentum, closing up 303.97 points, an increase of 3.71%, at 8,507.81 points. Samsung Electronics rose nearly 10%, while SK Hynix increased by nearly 1%.

Divergent Trends in Japanese and South Korean Stock Markets; KOSPI Rises Over 3%

According to monitoring by Beating, the Trump administration is pressuring Meta to submit its artificial intelligence models for a voluntary safety assessment, focusing on detecting security vulnerabilities and technical capabilities. Currently, Meta is the only major US AI company that has not reached a voluntary assessment agreement with the US government. Microsoft, Google, OpenAI, Anthropic, and xAI have all agreed to submit their models for review to the AI Standards and Innovation Center under the US Department of Commerce. Meta spokesperson Francis Brennan confirmed that negotiations on the agreement details are ongoing and expressed hope to sign it soon. The requirement for a safety assessment stems from an executive order signed by Trump on June 2, which mandates that tech companies provide the government with a maximum 30-day assessment period before releasing new models and requires the establishment of a specific review process by the end of July.

[Trump Administration Pressures Meta for Safety Assessment, Only Major US AI Company Yet to Sign Voluntary Review Agreement]According to monitoring by Beating, the Trump administration is pressuring Meta to submit its artificial intelligence models for a voluntary safety assessment, focusing on detecting security vulnerabilities and technical capabilities. Currently, Meta is the only major US AI company that has not reached a voluntary assessment agreement with the US government. Microsoft, Google, OpenAI, Anthropic, and xAI have all agreed to submit their models for review to the AI Standards and Innovation Center under the US Department of Commerce. Meta spokesperson Francis Brennan confirmed that negotiations on the agreement details are ongoing and expressed hope to sign it soon. The requirement for a safety assessment stems from an executive order signed by Trump on June 2, which mandates that tech companies provide the government with a maximum 30-day assessment period before releasing new models and requires the establishment of a specific review process by the end of July.

Trump Administration Pressures Meta for Safety Assessment, Only Major US AI Company Yet to Sign Voluntary Review Agreement

On June 24, Qatar's Prime Minister and Foreign Minister Mohammed stated that the United States and Iran have agreed to establish a direct communication hotline to ensure the safety of shipping during the mine clearance and reopening of the Strait of Hormuz, preventing misinformation from interfering with vessel passage. This mechanism will provide an official verification channel when ships receive threat information, reducing the risk of misjudgment. Mohammed noted that as the situation in the Strait stabilizes, Qatar's liquefied natural gas (LNG) capacity is expected to return to normal operations within the next few weeks, with Qatar Energy having completed the necessary preparations. However, the complete lifting of force majeure status still depends on whether the security conditions in the Strait are met. He stated that shipping volumes in the Strait are expected to return to pre-conflict levels approximately 30 days after the memorandum of understanding takes effect, but rebuilding market confidence will take time. He also warned that the impact of tight supplies of bulk commodities such as fertilizers, urea, petrochemicals, and helium may gradually become apparent between September and October. Mohammed emphasized that there may be forces within Iran and various factions opposed to the agreement, attempting to undermine the process. The current ceasefire and arrangements for the opening of the Strait remain relatively fragile, and the real test has just begun. Additionally, the US and Iran have agreed to extend the ceasefire agreement reached on April 8 for another 60 days and continue advancing negotiations on nuclear issues. The US has also issued a waiver allowing Iran to continue selling oil until August 21 as part of the initial economic incentives to encourage compliance with the agreement.

[Qatar Prime Minister: US and Iran to Establish Direct Hotline to Ensure Safe Reopening of Strait of Hormuz; Qatar's LNG Capacity to Recover in Weeks]On June 24, Qatar's Prime Minister and Foreign Minister Mohammed stated that the United States and Iran have agreed to establish a direct communication hotline to ensure the safety of shipping during the mine clearance and reopening of the Strait of Hormuz, preventing misinformation from interfering with vessel passage. This mechanism will provide an official verification channel when ships receive threat information, reducing the risk of misjudgment. Mohammed noted that as the situation in the Strait stabilizes, Qatar's liquefied natural gas (LNG) capacity is expected to return to normal operations within the next few weeks, with Qatar Energy having completed the necessary preparations. However, the complete lifting of force majeure status still depends on whether the security conditions in the Strait are met. He stated that shipping volumes in the Strait are expected to return to pre-conflict levels approximately 30 days after the memorandum of understanding takes effect, but rebuilding market confidence will take time. He also warned that the impact of tight supplies of bulk commodities such as fertilizers, urea, petrochemicals, and helium may gradually become apparent between September and October. Mohammed emphasized that there may be forces within Iran and various factions opposed to the agreement, attempting to undermine the process. The current ceasefire and arrangements for the opening of the Strait remain relatively fragile, and the real test has just begun. Additionally, the US and Iran have agreed to extend the ceasefire agreement reached on April 8 for another 60 days and continue advancing negotiations on nuclear issues. The US has also issued a waiver allowing Iran to continue selling oil until August 21 as part of the initial economic incentives to encourage compliance with the agreement.

Qatar Prime Minister: US and Iran to Establish Direct Hotline to Ensure Safe Reopening of Strait of Hormuz; Qatar's LNG Capacity to Recover in Weeks

According to monitoring by Dongcha Beating, the 2026.6.10 version update is primarily a minor iterative upgrade, including the addition of a new short dialogue automatic Fast Mode, a more reliable model routing mechanism, enhanced session state security and trust policies, as well as an improved model provider access process, aimed at enhancing overall system stability and response efficiency.

[OpenClaw Releases Version 2026.6.10 Update, Optimizing Model Routing and Session Security Mechanisms]According to monitoring by Dongcha Beating, the 2026.6.10 version update is primarily a minor iterative upgrade, including the addition of a new short dialogue automatic Fast Mode, a more reliable model routing mechanism, enhanced session state security and trust policies, as well as an improved model provider access process, aimed at enhancing overall system stability and response efficiency.

OpenClaw Releases Version 2026.6.10 Update, Optimizing Model Routing and Session Security Mechanisms

On June 24, BIT Official released a daily chart analysis stating that during the sideways movement of Bitcoin, individual stocks in the mining sector have shown an unusual strength against the trend. The divergence in market performance is attributed to a structural transformation in the industry: many Bitcoin mining companies are transitioning to AI data center hosting businesses, holding long-term power purchase agreements, and the value of these stable power resources is continuously increasing for large model enterprises. 

Although these companies still retain a significant amount of Bitcoin-related assets, investors are beginning to evaluate some mining companies based on the valuation logic of AI infrastructure, focusing on their power generation capacity, data center assets, and customer cooperation orders. 

This does not mean that Bitcoin is no longer the core anchor asset in the cryptocurrency market cycle. On the contrary, it indicates that during the sideways phase of Bitcoin's price, market funds are extending their attention to the energy, computing power, and data center infrastructure sectors behind Bitcoin mining.

[BIT Official: Bitcoin Mining Companies Being Repriced According to AI Infrastructure Logic]On June 24, BIT Official released a daily chart analysis stating that during the sideways movement of Bitcoin, individual stocks in the mining sector have shown an unusual strength against the trend. The divergence in market performance is attributed to a structural transformation in the industry: many Bitcoin mining companies are transitioning to AI data center hosting businesses, holding long-term power purchase agreements, and the value of these stable power resources is continuously increasing for large model enterprises. 

Although these companies still retain a significant amount of Bitcoin-related assets, investors are beginning to evaluate some mining companies based on the valuation logic of AI infrastructure, focusing on their power generation capacity, data center assets, and customer cooperation orders. 

This does not mean that Bitcoin is no longer the core anchor asset in the cryptocurrency market cycle. On the contrary, it indicates that during the sideways phase of Bitcoin's price, market funds are extending their attention to the energy, computing power, and data center infrastructure sectors behind Bitcoin mining.

BIT Official: Bitcoin Mining Companies Being Repriced According to AI Infrastructure Logic

On June 24, the Hong Kong Securities and Futures Commission (SFC) released its Annual Report for 2025-26, indicating significant growth across various asset classes in the Hong Kong capital market over the past year, including investment funds, digital assets, and the stock market, with a notable acceleration in tokenized investment products. As of March, the assets under management of 13 SFC-approved retail products grew nearly sixfold year-on-year to HKD 10.8 billion. Additionally, the total market value of 11 virtual asset spot ETFs reached HKD 4.3 billion, marking a substantial increase of 90% since their launch in 2024. The report also recognized Asia's first Solana spot ETF, and the trading volume of 12 licensed virtual asset trading platforms surged by 125% within a year. Furthermore, to maintain high-quality growth, the SFC completed the statutory work for four new regulatory frameworks, including those for virtual asset trading, custody, advisory services, and management, issuing 47 warnings related to virtual asset trading platforms and investment products.

[HK SFC Annual Report: Virtual Asset ETFs' Market Value Grows 90% Since Launch]On June 24, the Hong Kong Securities and Futures Commission (SFC) released its Annual Report for 2025-26, indicating significant growth across various asset classes in the Hong Kong capital market over the past year, including investment funds, digital assets, and the stock market, with a notable acceleration in tokenized investment products. As of March, the assets under management of 13 SFC-approved retail products grew nearly sixfold year-on-year to HKD 10.8 billion. Additionally, the total market value of 11 virtual asset spot ETFs reached HKD 4.3 billion, marking a substantial increase of 90% since their launch in 2024. The report also recognized Asia's first Solana spot ETF, and the trading volume of 12 licensed virtual asset trading platforms surged by 125% within a year. Furthermore, to maintain high-quality growth, the SFC completed the statutory work for four new regulatory frameworks, including those for virtual asset trading, custody, advisory services, and management, issuing 47 warnings related to virtual asset trading platforms and investment products.

HK SFC Annual Report: Virtual Asset ETFs' Market Value Grows 90% Since Launch

On June 24, according to official news, AI-driven Web3 auxiliary infrastructure project Aitraceroot has recently completed approximately $3.5 million in funding. This round of investment was participated in by several blockchain venture capital firms, including Castrum Capital, Becker Ventures, Coinvestor, and Gemhead Capital. The project focuses on on-chain AI intelligent analysis and AIGC digital asset tools. The funds raised will be used for large model research and development, expansion of the developer ecosystem, and global operational layout. Investors express optimism about the integration of AI and decentralized infrastructure, and the project will continue to iterate on-chain AI services and expand its global user ecosystem.

[AI-Driven Web3 Infrastructure Project Aitraceroot Secures Approximately $3.5 Million in Funding]On June 24, according to official news, AI-driven Web3 auxiliary infrastructure project Aitraceroot has recently completed approximately $3.5 million in funding. This round of investment was participated in by several blockchain venture capital firms, including Castrum Capital, Becker Ventures, Coinvestor, and Gemhead Capital. The project focuses on on-chain AI intelligent analysis and AIGC digital asset tools. The funds raised will be used for large model research and development, expansion of the developer ecosystem, and global operational layout. Investors express optimism about the integration of AI and decentralized infrastructure, and the project will continue to iterate on-chain AI services and expand its global user ecosystem.

AI-Driven Web3 Infrastructure Project Aitraceroot Secures Approximately $3.5 Million in Funding

On June 24, the on-chain volatility strategy execution layer Hypersurface announced the acquisition of Bitcoin vault infrastructure provider Acre, with the specific acquisition amount undisclosed. Hypersurface stated that this acquisition will combine Acre's Bitcoin deposit and allocation technology with Hypersurface's on-chain volatility execution engine to launch the HSBPI, an on-chain managed Bitcoin strategy vault for trading volatility, which will be managed by the quantitative digital asset investment firm Monarq Asset Management. Hypersurface indicated that as part of a transition plan, existing users of Acre will have the opportunity to migrate their deposits to HSBPI while continuing to self-custody their Bitcoin.

[Hypersurface Acquires Bitcoin Vault Provider Acre, Launches HSBPI Bitcoin Strategy Vault for Trading Volatility]On June 24, the on-chain volatility strategy execution layer Hypersurface announced the acquisition of Bitcoin vault infrastructure provider Acre, with the specific acquisition amount undisclosed. Hypersurface stated that this acquisition will combine Acre's Bitcoin deposit and allocation technology with Hypersurface's on-chain volatility execution engine to launch the HSBPI, an on-chain managed Bitcoin strategy vault for trading volatility, which will be managed by the quantitative digital asset investment firm Monarq Asset Management. Hypersurface indicated that as part of a transition plan, existing users of Acre will have the opportunity to migrate their deposits to HSBPI while continuing to self-custody their Bitcoin.

Hypersurface Acquires Bitcoin Vault Provider Acre, Launches HSBPI Bitcoin Strategy Vault for Trading Volatility

On June 24, Ki Young Ju, the founder of CryptoQuant, stated that the current Bitcoin purchasing behavior of Strategy resembles a liquidity absorber rather than a price catalyst. Over the past two years, Bitcoin has achieved a market capitalization increase of $467 billion, yet the price has declined by 1%. Despite hundreds of billions of dollars flowing in, trading continues to occur without a price increase. Ki Young Ju believes that in the current environment of heightened selling pressure, Strategy's buying is more about defending price ranges rather than driving breakthroughs. More critically, continuous buying may hinder the market from undergoing a necessary deep correction, instead providing liquidity for more holders to take profits. Compared to the traditional Bitcoin cycle of crashes, capitulation, weak hands exiting, and whales reaccumulating, the current cycle has maintained a wide sideways trend for nearly two years—neither strong enough to confirm a new bull market nor weak enough to trigger true capitulation, resulting in weak hands not fully clearing out and strong hands not actively reaccumulating. The market may require a complete reset to build a stronger recovery. Ki Young Ju proposed three suggestions to Saylor: pause Bitcoin purchases until cash reserves and dividends are restored; establish a systematic, model-driven purchasing framework to change the perception of always buying at local tops; and create a disciplined selling framework for the next bull market—selling partially near cycle peaks is not a betrayal of Bitcoin, but rather a means of deleveraging, realizing shareholder value, and creating a reserve for reaccumulating at lower prices. This is not trading; it is risk management.

[CryptoQuant Founder Suggests Strategy Pause Bitcoin Purchases Until Cash Reserves and Dividends are Restored]On June 24, Ki Young Ju, the founder of CryptoQuant, stated that the current Bitcoin purchasing behavior of Strategy resembles a liquidity absorber rather than a price catalyst. Over the past two years, Bitcoin has achieved a market capitalization increase of $467 billion, yet the price has declined by 1%. Despite hundreds of billions of dollars flowing in, trading continues to occur without a price increase. Ki Young Ju believes that in the current environment of heightened selling pressure, Strategy's buying is more about defending price ranges rather than driving breakthroughs. More critically, continuous buying may hinder the market from undergoing a necessary deep correction, instead providing liquidity for more holders to take profits. Compared to the traditional Bitcoin cycle of crashes, capitulation, weak hands exiting, and whales reaccumulating, the current cycle has maintained a wide sideways trend for nearly two years—neither strong enough to confirm a new bull market nor weak enough to trigger true capitulation, resulting in weak hands not fully clearing out and strong hands not actively reaccumulating. The market may require a complete reset to build a stronger recovery. Ki Young Ju proposed three suggestions to Saylor: pause Bitcoin purchases until cash reserves and dividends are restored; establish a systematic, model-driven purchasing framework to change the perception of always buying at local tops; and create a disciplined selling framework for the next bull market—selling partially near cycle peaks is not a betrayal of Bitcoin, but rather a means of deleveraging, realizing shareholder value, and creating a reserve for reaccumulating at lower prices. This is not trading; it is risk management.

CryptoQuant Founder Suggests Strategy Pause Bitcoin Purchases Until Cash Reserves and Dividends are Restored

火币HTX报道，在岸人民币兑美元6月23日16:30收盘报6.7865，较上一交易日下跌102点。

【在岸人民币兑美元6月23日16:30收盘报6.7865】火币HTX报道，在岸人民币兑美元6月23日16:30收盘报6.7865，较上一交易日下跌102点。

在岸人民币兑美元6月23日16:30收盘报6.7865

Ethereum Advances Glamsterdam Upgrade Ahead of Planned 2026 Launch

Bernstein Report: Agentic AI Will Transform CPU from Supporting Role to Leading Role, Bullish on Hygon Information

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3B Small Model's Programming Scores Rival Opus 4.5, Mysterious Model Sparks Heated Discussion, Turns Out to be Domestic

Breaking: Google Gemini Co-Head Poached by OpenAI

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Intel CEO Liwu Chen's First Podcast Interview: Our Goal is '10x in 5-10 Years', Betting on Advanced Packaging, Glass Substrate, and Synthetic Diamond

Optical Chips: Collective Capacity Expansion

Google's AI Talent Loss: A Stress Test or a Prelude to an 'Obituary'?

Japan's AI Dark Horse Emerges: How a 7B Small Model Challenges Fable and Mythos?

Article

Bank of America Raises Intel (INTC.US) Price Target from $135 to $160

Bank of America Raises Micron Technology Target Price to $1500

在岸人民币兑美元6月23日16:30收盘报6.7865

Disclaimer：Il contenuto di cui sopra non rappresenta le posizioni di HTX.，HTX non fornisce alcuna raccomandazione di trading.。

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