Polymarket suffered a vulnerability attack from a third-party vendor, leading to the theft of approximately $3 million, and the platform has pledged full compensation.

According to Bitget market data, the combined market capitalization of the U.S. "Magnificent Seven" tech giants has shrunk by over $3 trillion since June, on track to set the largest monthly market cap drawdown in history. All seven companies—Microsoft (MSFT), Nvidia (NVDA), Google parent Alphabet (GOOGL), Tesla (TSLA), Amazon (AMZN), Meta (META), and Apple (AAPL)—closed lower across the board on Thursday.

According to Hyperinsight monitoring, MicroStrategy (MSTR), the Bitcoin treasury proxy stock, remains under persistent pressure. Since the company’s first Bitcoin reduction in years (it sold 32 BTC at the end of May to cover preferred stock dividends), MSTR has fallen 48% cumulatively, dropping another 13.8% in the past 24 hours. It is currently trading at $82 on Hyperliquid, hitting a two-year low and leading declines in the HIP-3 market. The unrealized loss on the company’s Bitcoin holdings exceeds $13 billion. Across on-chain addresses, total short positions stand at ~$5.55 million, long positions at ~$5.86 million, with a short-to-long nominal ratio of ~0.95. In terms of entry costs, the average long position is ~$97.24, while the average short position is ~$103.31. The current price of $84 has fallen below the long average, pushing most longs into losses. The nearest long liquidation line is at $76.25, roughly 9.3% below the current price. One high-level short position opened at $130.65 with 10x leverage, holding $2.4 million in positions and boasting an unrealized profit of $1.32 million. Three new short positions have entered amid today’s sell-off. Address: 0x3dc908374e11623d8eb9f07dfc7a2e5e803a54b0 – HyperInsight Bot is now live. Add @HyperInsightBot to your TG group and set it as an admin (enable message-sending permissions) to automatically sync on-chain updates.

According to Bitget market data, South Korea’s KOSPI index has continued to slump, with its decline expanding to 8%. SK Hynix fell more than 9%, and Samsung Electronics dropped nearly 9%.

According to Bitget’s market data, US and European stock index futures continue to slump: Nasdaq 100 futures extended losses to 1.6%, S&P 500 futures fell 0.7%, Dow futures dropped 0.18%, Euro Stoxx 50 futures declined 0.9%, Germany’s DAX futures fell 1%, and UK FTSE futures dropped 0.8%.

According to Hyperinsight’s monitoring, against the backdrop of high PCE inflation and broad tech stock sell-offs, BlackBerry (BB)’s Q1 revenue rose 26% year-over-year, beating guidance and raising its full-year outlook, standing out amid the downturn. On the Hyperliquid platform, BB’s 24-hour contract price surged 12.6% to $10.28. On-chain whales are overall bearish: total nominal short positions stand at ~$9.6 million, 2.17 times the long positions ($4.42 million), indicating a large net-short stance. However, the average entry price for short positions is ~$9.25, which has now been surpassed by the current price of $10.28, leaving shorts collectively in short squeeze unrealized losses. In contrast, the average entry price for longs is ~$9.05, resulting in overall unrealized profits. Looking at liquidation line distributions: the nearest short liquidation line is at $13.2, ~28.4% above the current price; the nearest long liquidation line is at $6.72, ~34.7% below the current price. Notably, the address with the largest profit holds a 5x leveraged long position worth $1.33 million, with an average entry price of $8.8, currently boasting a 70% return. Address: 0xfc079a49e371976f559bea0cd1c1f87a5f5b9464

Wall Street’s differing views on year-end U.S. stock market levels are narrowing, with 8,000 points for the S&P 500 emerging as a new psychological anchor. Fundstrat raised its year-end target for the index from 7,700 to 8,000; Goldman Sachs, Morgan Stanley, Deutsche Bank, and Societe Generale have also set targets near this level. Goldman Sachs previously lifted its 2026 S&P 500 target from 7,600 to 8,000, citing that earnings growth and AI investments continue to underpin the index, rather than relying solely on valuation expansion. Even the more conservative cohort is boosting targets: JPMorgan Chase raised its target from 7,600 to 7,800, while Barclays and Stifel also adjusted their year-end targets to 7,800. Barclays lifted its 2026 S&P 500 earnings per share forecast from $321 to $337, and set a 2027 target of 8,800 points. The shared rationale behind these moves includes upward revisions to corporate earnings, AI capital expenditure, improved visibility into tech sector profits, and easing geopolitical risks. However, this consensus does not equate to zero risk. JPMorgan Chase warned that momentum stocks, semiconductors, storage stocks, and second-tier AI concepts have become overcrowded in trading, and low-quality and speculative growth stocks may see sharp declines. It favors a barbell allocation strategy of "quality growth + low-volatility quality".