Ma Ji: Ethereum should introduce a "snail-paced issuance" mechanism to reduce its circulating supply.

Lenovo issued a warning at the ISC 2026 conference today that DRAM and NAND flash prices have entered a structural upward cycle. Even as major manufacturers continue expanding production, prices will hardly fall back to their early 2025 levels, and the price increase will eventually become the "new normal" for 2030 and beyond. During its conference presentation, Lenovo showcased price trend charts for DRAM and NAND products. According to its analysis, although leading memory makers including Samsung, SK Hynix, and Micron are accelerating new capacity expansion, the expansion will not be enough to bridge the supply-demand gap, leading to an expected long-term high price environment. Meanwhile, Micron has publicly stated it cannot meet market demand—including that of strategic clients—with Samsung and SK Hynix issuing similar signals. The tight supply situation will not ease in the short term, and this assessment has far-reaching implications for the entire consumer electronics industry chain. Lenovo warned that high memory costs will trickle down to PCs, gaming consoles, smartphones, and all end products equipped with memory or solid-state drives, meaning consumers will face sustained upward pressure on device prices over the next decade. Based on data Lenovo presented at the ISC 2026 conference, the current rapid surge in memory prices began in late Q3 to early Q4 2025. At that time, DRAM and NAND prices broke away from their previous cyclical fluctuation range and accelerated upward to levels widely unexpected by the market.

Crypto analytics firm CryptoQuant CEO Ki Young Ju stated that it is not yet possible to confirm Bitcoin has reached the bottom of its current cycle. Based on his analysis of log-scale charts, Bitcoin’s current price does not appear close to the bottom region following traditional cycle patterns. He added that as prices approach investors’ cost bases, the risk-reward ratio typically improves significantly; in all past major cycles, Bitcoin’s price has touched its realized price. If this cycle fails to see this, it could signal a different market structure from previous ones.

According to on-chain monitoring platform Yu Jing, a whale that has held Ethereum (ETH) for eight years sold 17,598 ETH on-chain in the past hour, converting the holdings into 27.245 million USDS at an average price of $1,548. The whale received 37,602 ETH in February 2018, worth $31.16 million at the time when ETH was priced at $829. Eight years later, the whale has sold roughly half of its ETH holdings, booking a profit of $12.65 million.

Khatam al-Anbiya Central Headquarters of Iran's Armed Forces: If the United States fails to rein in Israel, Iran will not tolerate any threats to itself and reserves the right to respond.

U.S. 10-year and 20-year Treasury yields have been declining steadily since the 24th, signaling that investors are flocking to buy U.S. Treasuries as a safe haven. The recent 10-year U.S. Treasury yield has fallen from around 4.5% to roughly 4.37%, reflecting heightened risk aversion among market funds against the backdrop of sharp declines in Asian stock markets and pressure on the chip sector. Analysts point out that the market will also face pension fund rebalancing at the end of June. As such, market fund flows are expected to stabilize again in July, and U.S. AI stocks may resume their upward momentum by then.

According to an official announcement, Huobi HTX launched the STXX/USDT perpetual contract on June 26, with a maximum leverage of 10x. Separately, Huobi HTX will host the STXX Contract Trading Party from 15:00 (UTC+8) on June 26 to 15:00 (UTC+8) on July 3, featuring a total prize pool of $20,000. During the event, users who register, participate in STXX/USDT contract trading, and accumulate valid trading volume of at least 1,000 USDT will be eligible to split the prize pool based on their trading volume rankings. New contract users who complete STXX/USDT trades will also receive exclusive benefits.