JPMorgan Chase CEO: Investors are underestimating market risks, and he will not buy stocks or long-term U.S. Treasuries at present.

Contract whale "Set 10 Big Goals First" posted that in his last trading round, he used 150 BTC to open a position targeting $150 million. He once realized a maximum profit of $120 million, but misjudged the direction when BTC dropped from $120,000, wiping out all his gains and only retaining his principal plus a small profit. For this round, he used 300 BTC to open a position targeting $300 million, and has now realized a profit of $60 million. "Set 10 Big Goals First" added that he has continuously established trading rules and formed good habits. He strictly learned risk control discipline from the lesson of last round's full profit wipeout: one can miss opportunities or make wrong judgments, but must refuse any risk of being liquidated in a single wave. This morning, he shared his trade details: he went long Bitcoin with 4x leverage, with an average entry price of $63,827.06. His current long position is approximately 2,358.05 BTC, worth $150 million. With BTC breaking through $66,000, his unrealized profit may expand to $5.15 million.

According to official announcements, Binance Alpha’s blind box airdrop is now live. The airdrop pool includes tokens from two projects: edgeX (EDGE) and DAOBase (BEE). Users holding at least 256 Binance Alpha points can claim one token airdrop on the Alpha event page. After claiming, users will be assigned to different reward tiers and receive one of the following: 69, 86, or 244 EDGE tokens; or 584, 729, or 2083 BEE tokens. Rewards are distributed on a first-come, first-served basis. If all rewards are not fully distributed, the point threshold will automatically decrease by 5 points every 5 minutes. Claiming the airdrop consumes 15 Binance Alpha points. Users must confirm their claim on the Alpha event page within 24 hours; otherwise, the airdrop will be deemed forfeited.

Samsung Electronics has begun constructing a Die-to-Wafer (D2W) hybrid bonding production line at its Pyeongtaek P5 plant, targeting advanced packaging for next-generation HBM and logic semiconductors. Dutch firm Besi is the preferred core equipment supplier, with Samsung planning to procure around 50 hybrid bonding machines—each priced at approximately 6 billion won (about $4.3 million), twice the cost of competing products. However, negotiations have moved slowly due to Samsung’s demand for custom modifications to the equipment architecture, and Besi, which also supplies TSMC and Micron, is cautious about modifying machines exclusively for Samsung. Samsung is also considering local alternatives: its subsidiary SEMES has completed development of D2W hybrid bonding machines and delivered samples for validation earlier this year; Hanwha Semitech finished developing its second-generation "SHB2 Nano" in February, and sent samples to SK Hynix in April. Its cluster system integrating EFEM, plasma activation, and cleaning modules gives it a differentiated competitive edge. This technology uses hybrid copper bonding to replace traditional thermocompression bonding, enabling direct bonding of copper and dielectric materials and drastically shortening interconnect lengths. Its core application is custom HBM: vertically stacking HBM DRAM layers directly on logic dies that include customers’ computing circuits and IP to form 3D system-in-package (SiP). Citrini analyst Jukan noted that hybrid bonding is expected to be used in NVIDIA’s next-generation AI accelerator Feynman, which will adopt custom HBM, and the technology’s rollout timeline "has been pushed back from HBM4E". Samsung’s internal projections indicate large-scale application will not be realized until around 2029-2030, a timeline that aligns with NVIDIA’s expected window for Feynman.

Since its launch less than three weeks ago, Robinhood Chain has attracted $431 million in total value locked (TVL) and more than 250,000 daily active users. To date, meme token trading has accounted for over 80% of its $9 billion in decentralized exchange (DEX) volume. However, FalconX stated that tokenized real-world assets (RWAs) could be a key driver of Robinhood Chain’s future activity.

According to BIT (bit.com) market data, US pre-market optical communication concept stocks are generally rising. Specifically: Pure Photonics ETF (FOTO) gains 3.81%; Marvell Technology (MRVL) rises 6.24%; AAOI (Applied Optoelectronics) climbs 5.07%; LITE (Lumentum Holdings) increases 5.15%; COHR (Coherent Corp.) is up 5.23%; CIEN (Ciena Corporation) gains 3.94%.

The 2026 FIFA World Cup has emerged as a watershed moment for the prediction market industry. According to statistics from BlockBeats, Kalshi’s total platform trading volume during the World Cup reached $54.338 billion, roughly 2.6 times Polymarket’s $20.988 billion. World Cup-related event trading volume stood at $13.591 billion, around 31% higher than Polymarket’s $10.356 billion. In terms of user growth, Kalshi’s app downloads hit 5.368 million, far outpacing Polymarket’s 2.136 million. The exposure effect of Kalshi’s stadium sideline ads is widely viewed as a key driver behind its widening lead. While Polymarket leads in website traffic with 57.44 million visits, it failed to translate this into equivalent advantages in trading volume and app downloads. For other platforms: Predict.fun recorded total trading volume of $1.092 billion, with World Cup-related volume at $886 million; Opinion’s total volume was $1.137 billion, of which World Cup-related activity was approximately $561 million; Limitless had total volume of $446 million, with World Cup-related volume around $220 million. From the data landscape, Kalshi and Polymarket have formed a duopoly, together accounting for over 95% of the total market share. Smaller platforms still face an order-of-magnitude gap in absolute scale. The World Cup’s "Super Bowl effect" on prediction markets is pronounced—during the event, industry concentration further increased, and brand exposure and user acquisition efficiency are becoming core variables shaping the next stage of the competitive landscape.