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On June 26, Arthur Hayes stated during his participation in the "Bunny Blockchain" podcast that if he had to guess when the AI bubble would burst, he believes the most likely time would be in 2028. The reasoning is simple: the current round of AI debt is largely incurred between 2024 and 2026, while the actual lifespan of GPUs is only two years, yet Wall Street depreciates them over six years. Two and a half years later, will the H100 and Blackwell chips, purchased at high prices, still generate sufficient revenue? If, by then, Chinese models perform just as well running on Huawei chips, priced at only one-tenth, the entire economic logic of Western data centers would evaporate instantly.

[Arthur Hayes, Inventor of Perpetual Contracts: AI Bubble Most Likely to Burst in 2028]On June 26, Arthur Hayes stated during his participation in the "Bunny Blockchain" podcast that if he had to guess when the AI bubble would burst, he believes the most likely time would be in 2028. The reasoning is simple: the current round of AI debt is largely incurred between 2024 and 2026, while the actual lifespan of GPUs is only two years, yet Wall Street depreciates them over six years. Two and a half years later, will the H100 and Blackwell chips, purchased at high prices, still generate sufficient revenue? If, by then, Chinese models perform just as well running on Huawei chips, priced at only one-tenth, the entire economic logic of Western data centers would evaporate instantly.

Arthur Hayes, Inventor of Perpetual Contracts: AI Bubble Most Likely to Burst in 2028

On July 2, Palantir CEO Alex Karp criticized AI frontier model companies in a passionate interview with CNBC's 'Squawk Box', stating that the sales approach for AI is 'completely wrong'. Karp emphasized that businesses are currently dissatisfied with 'frontier labs' like OpenAI and Anthropic, believing they only pursue token maximization, which wastes time and money for companies while handing over proprietary value and intellectual property. Karp noted that businesses are 'angry' and will focus on owning AI production resources independently rather than relying on third parties. On June 29, Palantir partnered with Nvidia to deploy Nvidia's Nemotron open AI models in sovereign environments, primarily serving the U.S. government and critical infrastructure clients. The collaborative system integrates Nvidia's AI technology with Palantir's AIP, Foundry, Ontology, and Apollo platforms, helping organizations train, customize, and deploy AI locally while maintaining complete control over data, intellectual property, and models.

[Palantir CEO: Businesses Discontent with OpenAI and Anthropic's Token Maximization]On July 2, Palantir CEO Alex Karp criticized AI frontier model companies in a passionate interview with CNBC's 'Squawk Box', stating that the sales approach for AI is 'completely wrong'. Karp emphasized that businesses are currently dissatisfied with 'frontier labs' like OpenAI and Anthropic, believing they only pursue token maximization, which wastes time and money for companies while handing over proprietary value and intellectual property. Karp noted that businesses are 'angry' and will focus on owning AI production resources independently rather than relying on third parties. On June 29, Palantir partnered with Nvidia to deploy Nvidia's Nemotron open AI models in sovereign environments, primarily serving the U.S. government and critical infrastructure clients. The collaborative system integrates Nvidia's AI technology with Palantir's AIP, Foundry, Ontology, and Apollo platforms, helping organizations train, customize, and deploy AI locally while maintaining complete control over data, intellectual property, and models.

Palantir CEO: Businesses Discontent with OpenAI and Anthropic's Token Maximization

On July 2, Micron and SK Hynix have been continuously adjusting since late June, and experienced another wave of decline last night and this morning. Notably, the trading volume for SK Hynix and Micron on trade.xyz has risen to the top two positions on the platform, with 24-hour trading amounts reported at $516 million and $465 million, respectively. The funding rates indicate that there may be bottom fishing activity for these assets, with SK Hynix's annualized funding rate reaching as high as 314.4%, making it the second most expensive funding rate after Zhibo, although Zhibo's trading volume and amounts are significantly lower than those of SK Hynix.

[Surge in Trading Volume for Micron and SK Hynix on trade.xyz Indicates Bottom Fishing]On July 2, Micron and SK Hynix have been continuously adjusting since late June, and experienced another wave of decline last night and this morning. Notably, the trading volume for SK Hynix and Micron on trade.xyz has risen to the top two positions on the platform, with 24-hour trading amounts reported at $516 million and $465 million, respectively. The funding rates indicate that there may be bottom fishing activity for these assets, with SK Hynix's annualized funding rate reaching as high as 314.4%, making it the second most expensive funding rate after Zhibo, although Zhibo's trading volume and amounts are significantly lower than those of SK Hynix.

Surge in Trading Volume for Micron and SK Hynix on trade.xyz Indicates Bottom Fishing

On July 2, due to the upcoming Independence Day holiday in the United States (July 3), the non-farm payroll data for June will be released earlier at 20:30 Beijing time today. The US stock market will be closed for the day on July 3 (Friday). Trading for precious metals, energy, foreign exchange, US Treasury bonds, and stock index futures under the CME will end early at 01:00 Beijing time on July 4. Trading for Brent crude oil futures under the ICE will end early at 01:30 Beijing time on July 4. Investors are advised to take note.

[Non-Farm Payroll Data to be Released Today, US Stock Market Closed Tomorrow]On July 2, due to the upcoming Independence Day holiday in the United States (July 3), the non-farm payroll data for June will be released earlier at 20:30 Beijing time today. The US stock market will be closed for the day on July 3 (Friday). Trading for precious metals, energy, foreign exchange, US Treasury bonds, and stock index futures under the CME will end early at 01:00 Beijing time on July 4. Trading for Brent crude oil futures under the ICE will end early at 01:30 Beijing time on July 4. Investors are advised to take note.

Non-Farm Payroll Data to be Released Today, US Stock Market Closed Tomorrow

On July 2, according to BitcoinTreasuries, South Korean listed company K Wave Media (KWM) has sold all of its remaining 88 BTC to repay a $6 million debt. Following the sale, K Wave Media's current Bitcoin holdings have dropped to 0, exiting the Bitcoin treasury sector. Last year, K Wave Media announced its Bitcoin treasury financing capability reached $1 billion, stating its goal was to quickly expand its holdings to 10,000 BTC. However, in May of this year, the company redirected up to $485 million of its remaining financing capability from the Bitcoin treasury towards AI infrastructure, including data centers, GPU computing power, and related acquisitions.

[Korean Listed Company K Wave Media Liquidates 88 BTC, Exits Bitcoin Treasury Sector]On July 2, according to BitcoinTreasuries, South Korean listed company K Wave Media (KWM) has sold all of its remaining 88 BTC to repay a $6 million debt. Following the sale, K Wave Media's current Bitcoin holdings have dropped to 0, exiting the Bitcoin treasury sector. Last year, K Wave Media announced its Bitcoin treasury financing capability reached $1 billion, stating its goal was to quickly expand its holdings to 10,000 BTC. However, in May of this year, the company redirected up to $485 million of its remaining financing capability from the Bitcoin treasury towards AI infrastructure, including data centers, GPU computing power, and related acquisitions.

Korean Listed Company K Wave Media Liquidates 88 BTC, Exits Bitcoin Treasury Sector

On July 2, the KOSPI index in South Korea narrowed its decline to within 3%, after previously dropping nearly 7%. SK Hynix fell by 6.25%, while Samsung Electronics decreased by 5.01%.

[KOSPI Index Decline Narrows to Within 3%]On July 2, the KOSPI index in South Korea narrowed its decline to within 3%, after previously dropping nearly 7%. SK Hynix fell by 6.25%, while Samsung Electronics decreased by 5.01%.

KOSPI Index Decline Narrows to Within 3%

On July 2, according to BitcoinTreasuries, South Korean listed company K Wave Media (KWM) has sold all of its remaining 88 BTC to repay a debt of $6 million. Following the sale, K Wave Media's current Bitcoin holdings have dropped to 0, marking its exit from the Bitcoin treasury sector. Last year, K Wave Media announced its Bitcoin treasury financing capacity reached $1 billion, with a goal to expand its holdings to 10,000 BTC as soon as possible. However, in May of this year, the company shifted up to $485 million of its remaining financing capacity from the Bitcoin treasury to AI infrastructure, including data centers, GPU computing power, and related acquisitions.

[Korean Company K Wave Media Sells All 88 BTC, Exits Bitcoin Treasury Sector]On July 2, according to BitcoinTreasuries, South Korean listed company K Wave Media (KWM) has sold all of its remaining 88 BTC to repay a debt of $6 million. Following the sale, K Wave Media's current Bitcoin holdings have dropped to 0, marking its exit from the Bitcoin treasury sector. Last year, K Wave Media announced its Bitcoin treasury financing capacity reached $1 billion, with a goal to expand its holdings to 10,000 BTC as soon as possible. However, in May of this year, the company shifted up to $485 million of its remaining financing capacity from the Bitcoin treasury to AI infrastructure, including data centers, GPU computing power, and related acquisitions.

Korean Company K Wave Media Sells All 88 BTC, Exits Bitcoin Treasury Sector

On July 2, Forward Industries, a Solana treasury company, released its third-quarter update for the fiscal year 2026. The company increased its holdings by over 500,000 SOL, bringing the total to 7.55 million. The fully diluted per-share SOL rose from 0.0669 in the previous quarter to 0.0729, reflecting a quarter-over-quarter annualized growth of 36%. During the same period, the company issued 93,642 shares of common stock through At The Market, achieving value-added financing when NAV was at a premium. Forward stated that it will continue to maximize the number of SOL per share through public market capital operations (discounted buybacks, premium issuances) and leverage strategies (using fwdSOL as collateral), while further broadening institutional capital channels by being included in the Russell 2000 and Russell 3000 indices.

[Forward Industries Increases SOL Holdings by Over 500,000 in Q3, Total Holdings Reach 7.55 Million]On July 2, Forward Industries, a Solana treasury company, released its third-quarter update for the fiscal year 2026. The company increased its holdings by over 500,000 SOL, bringing the total to 7.55 million. The fully diluted per-share SOL rose from 0.0669 in the previous quarter to 0.0729, reflecting a quarter-over-quarter annualized growth of 36%. During the same period, the company issued 93,642 shares of common stock through At The Market, achieving value-added financing when NAV was at a premium. Forward stated that it will continue to maximize the number of SOL per share through public market capital operations (discounted buybacks, premium issuances) and leverage strategies (using fwdSOL as collateral), while further broadening institutional capital channels by being included in the Russell 2000 and Russell 3000 indices.

Forward Industries Increases SOL Holdings by Over 500,000 in Q3, Total Holdings Reach 7.55 Million

On July 2, The Block reported that Ark Invest, led by Cathie Wood, purchased nearly $18 million worth of Circle Internet Group stock on Wednesday during a dip. On that day, the stock price of CRCL further declined to $61.95. Data shows that CRCL has dropped a total of 41% over the past month.

[Ark Invest Acquires Nearly $18 Million in Circle Stock]On July 2, The Block reported that Ark Invest, led by Cathie Wood, purchased nearly $18 million worth of Circle Internet Group stock on Wednesday during a dip. On that day, the stock price of CRCL further declined to $61.95. Data shows that CRCL has dropped a total of 41% over the past month.

Ark Invest Acquires Nearly $18 Million in Circle Stock

On July 1, US artificial intelligence chip startup Etched announced that it has completed a total of $800 million in funding, revealing that its investor lineup includes leading figures in the AI field such as Peter Thiel, Geoffrey Hinton, and Fei-Fei Li. In a press release, Etched stated that the company had previously completed multiple rounds of undisclosed funding, with the latest round completed in December of last year, raising $500 million and achieving a post-money valuation of $5 billion.

[US AI Chip Startup Etched Announces $800 Million Funding with $5 Billion Valuation]On July 1, US artificial intelligence chip startup Etched announced that it has completed a total of $800 million in funding, revealing that its investor lineup includes leading figures in the AI field such as Peter Thiel, Geoffrey Hinton, and Fei-Fei Li. In a press release, Etched stated that the company had previously completed multiple rounds of undisclosed funding, with the latest round completed in December of last year, raising $500 million and achieving a post-money valuation of $5 billion.

US AI Chip Startup Etched Announces $800 Million Funding with $5 Billion Valuation

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US AI Chip Startup Etched Announces $800 Million Funding with $5 Billion Valuation

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

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