Analysis: Bitcoin's short-term panic sentiment has eased, with the $60,000 to $70,000 range emerging as a key battleground.

，据《财富》报道，美国劳工联合会和产业工会联合会（AFL-CIO）高管薪酬分析显示，马斯克 2025 年在特斯拉获得的薪酬总额按受限股票授予日公允价值计算约为 1583 亿美元，相当于特斯拉员工年薪中位数 57,243 美元的约 252 万倍。按此计算，马斯克约每 4.23 秒获得的薪酬就相当于一名特斯拉员工一年的薪资。AFL-CIO 表示，马斯克 2025 年薪酬方案是其自 1997 年追踪 CEO 薪酬以来「前所未见」的水平。其薪酬约为其他所有标普 500 公司 CEO 薪酬总额的 14 倍，而标普 500 公司 CEO 平均薪酬约为员工的 312 倍。需要注意的是，1583 亿美元并非马斯克当年实际领取的现金，而是根据 2025 年授予的特斯拉受限股票在授予日的公允价值计算。这批股票最终价值最高可能达到 1 万亿美元，但前提是特斯拉达到相应业绩要求。

ENA treasury firm StablecoinX (USDE) released its first quarterly results since going public. As of the end of Q2 2026, the company held approximately 3 billion ENA tokens, accounting for roughly 20% of ENA’s total supply. Valued at over $250 million at current prices, based on 24 million Class A outstanding shares as of the quarter end, this translates to roughly $9.09 per share. Following the announcement, StablecoinX’s stock rose more than 12% in early Friday trading. StablecoinX posted a net loss of $34.2 million in Q2, with most of the loss stemming from a $36.2 million impairment on its ENA holdings. The company’s operations remain in the early stages; infrastructure service revenue for the final two weeks of June totaled just $62,372, while its decentralized validator nodes have processed over $3 billion in cumulative cross-chain volume. StablecoinX began trading on the Nasdaq under the ticker symbol USDE on June 26. Approximately 285 million of its ENA treasury tokens came from the Ethena Foundation, while another 2.75 billion were acquired via cash and in-kind investments from PIPE financing.

U.S. Securities and Exchange Commission (SEC) filings show that Saudi Arabia’s Public Investment Fund (PIF) has disclosed a holding of 154.1 million Class A shares in SpaceX (SPCX).

According to Yonhap News Agency, SK Group Chairman Choi Tae-won has filed an appeal against the ruling in his high-profile, high-value divorce case.

OpenAI's Chief Financial Officer Flair is set to hold an investor meeting today. (Jinshi)

Morgan Stanley’s latest 13F filing with the U.S. Securities and Exchange Commission (SEC) shows that as of June 30, it held approximately 16.5 million shares of BlackRock’s IBIT, a 23% increase from the 13.4 million shares held in the first quarter. However, due to a decline in Bitcoin prices during the quarter, the position’s market value fell to $549 million from $667 million, a roughly 18% drop. During the same period, Morgan Stanley also held 2.57 million shares of MSBT worth around $43.3 million, and increased its holdings in Grayscale Bitcoin Mini Trust, Bitwise Bitcoin ETF, and Fidelity’s FBTC, with FBTC positions rising nearly 38%. For Ethereum-related assets, its holdings of ETHA surged approximately 202% to 4.6 million shares, while its stake in Grayscale Ethereum Staking Mini ETF rose by around 26% to 5.1 million shares. Additionally, Morgan Stanley established new positions in Grayscale’s Solana Staking ETF and Fidelity’s Solana Fund, with respective market values of roughly $4.25 million and $2.26 million. In terms of individual stocks, Morgan Stanley’s holdings in Circle (CRCL) jumped from approximately 1.46 million shares to 8.32 million shares. It also expanded positions in crypto mining and infrastructure firms including Cipher Digital, Core Scientific, Hut 8, and Bitdeer. Conversely, it trimmed its Coinbase stake by around 550,000 shares, cut holdings in CleanSpark by more than 3.1 million shares, and liquidated its entire position of roughly 8 million shares in Bitfarms.