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短时间内资金密集动作,市场情绪波动或将放大,背后的真实意图仍难判断。
Serenity stated on the X platform that the global market is undergoing a correction and it is uncertain when it will stop. The South Korean Composite Index fell 8.18%, including SK Hynix and Samsung. The Nikkei 225 index fell 4.8%. Taiwan, China's Taiex fell 3.82%. SOI and RKLB have fallen by 30% to 40%. High beta stocks are more impacted, usually leading the decline of the overall index and typically recovering earlier. When the main index starts to decline by 3% to 4% every day, it is usually not a good time.
The Sei Ecological DeFi lending platform Oxyum has announced the cessation of operations due to long-term unfavorable market conditions resulting in low revenue, and the current operation is unable to achieve financial sustainability. Oxyum states that the assets deposited by users into the platform are safe and can be controlled by the users themselves. It is recommended that users cancel all unfinished orders, close existing positions, and withdraw assets. The front-end plan is to close on August 1, 2026.
BBX News: Yesterday, Strategy disclosed that it holds approximately $2.21 billion in cash, which can cover STRC dividends for about 10 months. However, the reality that STRC has fallen to about $75 with a discounted face value of 25% has triggered a public warning from external analysts that trust in retail investors has broken; MARA Holdings received its first Outperform rating from Citizens Bank on the same day, which led to an institutional disagreement with Bernstein's Hold rating. The two companies are showing vastly different market situations against the backdrop of Bitcoin falling below $60000. Core points: ——Strategy Inc. (Nasdaq: $MSTR) disclosed on June 25th that its total cash reserves are approximately $2.21 billion, which can cover approximately 10 months of STRC dividends; STRC fell to about $75, with a discounted face value of about 25%, marking the largest discount since its listing; Blume, CEO of Two Prime: Retail investor trust has broken, and Strategy is highly unlikely to become a substantial BTC buyer in the near future; Benchmark Palmer: TRC is a non stablecoin, non hard anchored, and does not have a Terra style collapse mechanism. It is backed by $54.7 billion in BTC reserves; STRC's annual dividend yield is 11.5%, and June 30th is the first half month dividend registration date; The total position is 847363 BTC. ——MARA Holdings (Nasdaq: $MARA): Received initial Outperformance rating from Citizens Bank on June 25th; Bernstein maintained its Hold rating on June 23rd, causing a disagreement between the two institutions; Currently holding approximately 7500 BTC (as of May 18th); After selling approximately 20880 BTC for approximately $1.5 billion in Q1 and completing the repayment of convertible bonds, the leverage pressure on the balance sheet significantly decreased; Holding approximately 44% equity in American Bitcoin (ABTC) and simultaneously advancing the layout of AI infrastructure. Source: bbx.com
[nobrainflip: ETH has been severely oversold, plans to buy in the $1070 to $1370 range] Crypto KOL nobrainflip stated on platform X that ETH has been severely oversold and plans to buy in batches within the $1070 to $1370 range, completing most of the position near $1070. If it falls below $800, a stop-loss will be triggered.
According to AiCoin monitoring, the net outflow of US spot BTC ETFs reached $692 million yesterday, the highest daily net outflow since June 5th. Among them, FBTC had the largest outflow of funds, reaching 275 million US dollars; Next is IBIT, with an outflow of $266 million. According to the "Spot BTC ETF Tracking" real-time trading strategy developed by AiCoin, there is a significant positive correlation between the inflow of ETF funds and BTC prices. Subscription indicators can be used to automatically place orders based on the flow of funds in the program. Data for reference only