Analysis: Long-term holders hold 16 million Bitcoin, with the market approaching the late stage of the bear market.

High-tech industry research firm TrendForce has raised its sequential growth forecast for PC DRAM contract prices in Q3 2026 from 8–13% to 15–20%, and for Q4 from 0–5% to 3–8%. Additionally, server DRAM contract prices are projected to rise 13–18% sequentially in Q3, driven primarily by strong server demand and overall supply tightness. Analysts note that this upward price forecast is positive for DRAM manufacturers such as Micron, reflecting that the persistent supply-demand imbalance in the memory market continues to impact the sector’s revenue.

According to data from prediction market platform Predict.fun, for the 2026 FIFA World Cup Round of 32 match between Ivory Coast and Norway, the implied probability of Norway advancing is approximately 65%, while that of Ivory Coast stands at 36%. The market overall favors the Norwegian side led by Erling Haaland and Martin ?degaard to progress to the next round. In terms of playing style, Ivory Coast has multiple players competing in top European leagues, with strong counterattack and individual dribbling capabilities; Norway, meanwhile, showed solid competitiveness in the group stage thanks to its tight defensive system, set-piece proficiency and aerial dominance. Although the market currently leans toward Norway advancing, it still retains over a 30% expectation for the "African Elephants" (Ivory Coast's nickname), indicating traders are monitoring the underdog's potential to pull off an upset.

Bernstein analyst Mark Newman has raised SanDisk (SNDK)’s stock price target from $1,700 to $3,000, while retaining an “Outperform” rating on the stock. The firm explained that new Long-Term Agreements (LTAs) differ from their predecessors: older LTAs were customer-biased, while the new ones come with fixed or range-bound prices, include advance payment commitments to lock in clients and protect against downside risk, and feature longer terms. Per data from the company, SanDisk’s recently signed LTAs have a floor price of $0.29 per GB, which is significantly lower than Micron’s second-quarter floor price, the analyst noted in a research report for investors.

MidChains CEO Basil Al Askari stated that "at least one" sovereign wealth fund is adding to its spot Bitcoin holdings amid the price downturn, while another sovereign wealth fund may begin buying in the coming weeks. He noted this sends a very clear signal to other institutions that might still be on the sidelines, as they view these large funds as leaders in the asset class. MidChains is a regulated cryptocurrency trading platform based in Abu Dhabi, backed by sovereign wealth fund Mubadala. Prior to founding MidChains, Askari worked in the private equity team of Mubadala Capital, the Abu Dhabi sovereign wealth fund, and held roles in GE Capital’s commercial finance teams across the US, UK, and UAE, with extensive experience in financial investment and operations.

According to monitoring by BitcoinTreasuries.NET, Spanish coffee chain Vanadi Coffee has added 10 Bitcoin, bringing its total holdings to 223 Bitcoin.

Binance Japan announced that it will appoint Arisa Toyosaki as its new General Manager (Representative Director) effective July 1, 2026. Outgoing head Tsuyoshi Chino will be reassigned to the roles of Honorary Chairman and Director, and will continue to provide strategic guidance. According to a public statement, Toyosaki holds a degree in Computer Science and Economics from Northwestern University in the U.S. Her professional background includes stints as a derivatives trader at UBS Hong Kong, leading Search and AR business operations at Google Japan, founding DeFi project Cega in 2022, and selling the project in 2025. She has also been recognized on Forbes’ 30 Under 30 list.