Analyst: Bitcoin Parabolic Rally Era May Be Over, Market Maturing

According to CNBC, as oil prices rebound and U.S. Treasury yields climb, bearish sentiment among individual U.S. stock investors has surged notably. The latest weekly survey from the American Association of Individual Investors (AAII) shows that roughly 53% of respondents are bearish on U.S. stock performance over the next six months, up about 14 percentage points from the prior week and hitting the highest level since May 2025. The share of bullish investors, meanwhile, dropped to less than 29%, down around 10 percentage points week-over-week and reaching its lowest level in roughly a year. Against the backdrop of the Iran conflict, crude oil prices have risen again, and the 10-year U.S. Treasury yield has hovered near 5% in recent weeks, forming the core concern for individual investors. JPMorgan’s Commodities Team stated it will stop trying to predict when and how the conflict will end. Keith Lerner, chief investment officer at Truist Wealth, noted that from a contrarian perspective, AAII’s pessimism is approaching levels typically linked to market lows. Currently, only about 30% of constituent stocks trade above their 50-day moving average; if this ratio falls further below 30%, it could signal the market entering an oversold state. The CNN Fear & Greed Index has also shifted from "Greed" a month ago to "Fear" now. Peter Boockvar, chief investment officer at One Point BFG Wealth Partners, cautioned that investors should not overinterpret sentiment indicators, adding that professional investors hold a more optimistic stance. However, he believes that judging solely from AAII’s contrarian indicator, the current market already has conditions for a rebound. Lerner also holds that investors should not halt buying due to short-term sentiment indicators, noting that the potential upside of the current long-term bull market still outweighs downside risks, and the recent pullback in tech stocks offers entry opportunities.

Robinhood’s on-chain token and meme coin issuance platform Pons announced that the cumulative DEX trading volume on Robinhood Chain has surpassed $60 billion, with approximately $14 billion of that volume generated by Pons, which is built on Uniswap v4. Pons stated that it is expanding the scale of on-chain trading markets on Robinhood Chain and is dedicated to building a market open to all participants.

According to HTX market data, Backpack platform token BP briefly surged past $0.74, currently trading at $0.738 with a more than 28% increase in the past 24 hours.

Beating AI News Flash: Pi Agent Harness releases version 0.86.0, adding Prompt Cache Warming. When agents run long-running tool tasks, Pi re-sends the previous request just before the cache expires, generating only 1 token to retain the already cached long context. Many model services clear their prompt cache after a period of inactivity; if tasks resume later, the same long context may be billed as a full input again. Pi now proactively avoids such cache misses, but does not keep caches alive unnecessarily. It first calculates costs: it will only trigger a cache refresh if the estimated savings from avoiding a cache miss minus the refresh cost is at least $0.05. Each refresh itself still incurs charges for reading the full cache segment plus 1 output token.

SlowMist founder Yu Xian published a post stating that, compared to the case where the FomoPeek App was poisoned on iPhones leading to user crypto asset theft, users should pay more attention to the incident where food delivery app ComeCome used similar poisoning tactics to steal cryptocurrencies. He pointed out that such cases demonstrate that some seemingly legitimate apps may be poisoned, putting users at risk of asset security after use, and the relevant incidents occurred on iPhone devices. Yu Xian advised users to update their iOS systems promptly after new versions are released, adding that similar risks cannot be ruled out for iPads and Macs, and users should remain vigilant at all times.

According to PeckShield monitoring, the hacker that previously targeted Fetch.ai and NuNet also exploited a vulnerability in SingularityNET to unauthorizedly mint 260 million AGIX and 53.838 million WMTX on the Ethereum network. The attacker currently holds crypto assets worth approximately $16.77 million, including 198.3 million AGIX valued at around $14.42 million, 649 ETH worth about $1.67 million, and 33.538 million WMTX valued at roughly $627,400.