Trump Delivers Speech at U.S. 250th Independence Anniversary Celebration, Emphasizes "American Exceptionalism"

According to monitoring by Onchain Lens, whale address "FU76ac" has deposited approximately $2.76 million worth of USDC into Kamino Finance's lending vault. The funds were routed via the Invest function of the Kvault Program to Kamino Lending Program for participation in lending activities and generating returns.

The New York Times published an article stating that, amid the U.S. reaching an understanding with Iran and the Trump administration adjusting its Middle East policy, rifts between U.S. President Donald Trump and Israeli Prime Minister Benjamin Netanyahu are growing, and U.S.-Israel relations are at a critical turning point. The report said Trump had reportedly privately criticized Netanyahu for escalating military actions in Lebanon, telling him "everyone hates you now". U.S. Vice President J.D. Vance recently publicly stated that Israel "cannot rely on constant warfare to solve all its national security issues", emphasizing that U.S. and Israeli interests are not always aligned. Recent public criticism from the U.S. administration toward the Israeli government has sparked discontent among Israeli domestic conservatives and Netanyahu’s pro-Netanyahu camp. A latest poll shows that Trump’s approval rating among Israeli citizens has dropped significantly after the U.S. signed a memorandum of understanding with Iran. The article argues that Israel’s long-held security strategy of relying on military force to achieve "total victory" is facing growing skepticism. Against the backdrop of ongoing wars and deepening international isolation, no matter who comes to power in the future, Israel will have to reassess its security strategy and foreign policy.

Driven by the 2026 FIFA World Cup, U.S. prediction market platform Kalshi’s June trading volume rose to around $9.4 billion, a nearly 77% jump from May’s roughly $5.3 billion and an all-time high. In the same period, Polymarket International’s trading volume grew from around $3.5 billion to approximately $4.3 billion. Data shows the World Cup served as a key catalyst for the growth of prediction market trading. As this World Cup expanded to 48 teams for the first time, increasing the number of matches and knockout scenarios, it boosted activity in single-match event contracts. Notably, the Round of 16 match between Canada and Morocco saw trading volumes exceeding $48 million on Kalshi and $26.8 million on Polymarket respectively. However, the rapid surge in trading volume has also intensified regulatory debates. Multiple U.S. states continue to argue that sports event contracts should be subject to gambling regulation, rather than being classified as derivatives markets overseen by the U.S. Commodity Futures Trading Commission (CFTC). Meanwhile, the European Securities and Markets Authority (ESMA) recently warned that some event contracts may fall under the regulatory scope of existing binary options rules. Analysts note that the World Cup has validated prediction markets’ ability to attract liquidity during major events, but whether sports event prediction contracts should be regulated as financial derivatives or gambling remains a core regulatory issue facing the industry.

In its latest report, Nomura Securities argues that the core contradiction in the global storage industry remains severe supply shortages, and AI-driven structural demand growth has not yet peaked. Recent investor concerns about oversupply are clearly overblown, and the market’s overreaction may provide a window for the storage sector to re-examine its valuations. Nomura bluntly states in the report that market concerns are greatly exaggerated. The cycle for semiconductor investments to translate into actual production capacity is extremely long: South Korea’s investment plan worth up to 4800 trillion won will take at least 5 to 10 years to materialize into real capacity, and the squeeze on general-purpose storage capacity from high-margin HBM (High Bandwidth Memory) is causing severe supply shortages. Nomura stresses that Meta’s move is by no means a turning point for declining AI-related hardware demand. On the contrary, as current computing power supply shortages have pushed per-token prices upward, Meta’s entry into the computing power market is expected to help stabilize token prices.

Glassnode published a report disclosing that its on-chain metric, the Hyperliquid Entry Price Heatmap, displays traders’ specific position entry prices. Currently, a large volume of long positions in the $72,000–$76,000 range and short positions established around $60,000 are in unrealized losses, leaving the Bitcoin market highly vulnerable to both upward and downward price swings. Price fluctuations could further trigger cascading liquidations.

Blockchain security firm Hexens has disclosed a critical vulnerability in Aptos’ Move virtual machine, detected in February this year, that theoretically could put roughly $70 billion in crypto assets at risk. However, the Aptos team patched the mainnet within hours of the vulnerability being disclosed, with no user funds lost. Hexens said the flaw stems from a "stale-cache" issue in the Move VM, which can cause type confusion, letting attackers seize critical permissions including stablecoin minting, cross-chain bridges, and DeFi protocols. In simulation tests, the research team used only a ~$3,000 server to set up the environment, hitting a ~90% attack success rate without requiring validator node permissions or internal access. Aptos responded that it fixed the issue rapidly after receiving the report through its bug bounty program, adding that the vulnerability has very low exploitability in real-world networks and poses no actual harm to users or funds. Hexens warned that malicious exploitation could extend risks beyond the Aptos ecosystem to infrastructure like cross-chain bridges, stablecoins, and centralized exchanges. Independent security firm Grego AI estimates that roughly $250 million in total value locked (TVL) on the Aptos chain was directly affected, with the overall theoretical risk exposure peaking at around $70 billion.