NVIDIA open-sources its medical physics simulation framework to solve the problem of scarce clinical data for surgical robots.

Market analyst qinbafrank noted that tonight’s Brent crude contract touched $100, the 10-year U.S. Treasury yield broke through 4.7%, and the U.S. Dollar Index climbed back above 101. The deteriorating macro environment will subject markets to three simultaneous pressures in the short term: rising oil prices lifting inflation expectations; higher U.S. bond yields dragging down stock valuations; and a stronger U.S. dollar tightening global liquidity. In his view, the recent market outlook is not optimistic, as deleveraging of risk assets has not yet fully cleared while macro headwinds are approaching. If Brent crude breaks above $100, WTI crude holds at $90, the 10-year U.S. Treasury yield stays above 4.7%, and the U.S. dollar remains above 101, large tech stocks represented by the Nasdaq will face the greatest pressure, and gold will also be forced to continue under pressure. The failed attempt to open a new shipping route through the Strait of Hormuz and the death of U.S. service members mean Trump is unlikely to pivot immediately in the short term; he may need to feel extreme market pessimism and pressure before backing down. “Trump may not have accepted a harsh reality: he can no longer restore the Strait of Hormuz to its pre-war state, yet he still has to show toughness from time to time to appease domestic opposition voices and sentiments, and to boost his approval rating and election prospects.” For Trump, the options are either to indirectly repurchase international navigation rights in the strait, paying Iran huge sums to cede control, or to completely destroy Iran’s regime and military capabilities—but for now, it appears Trump has no intention of taking that step.

According to Arkham data, a wallet suspected to belong to Abraxas Capital transferred 2,211 BTC to Kraken, valued at $143.88 million.

According to market data from BIT (bit.com), the Dow Jones Industrial Average fell 0.92%, the S&P 500 dropped 1.12%, and the Nasdaq declined 1.75% at the opening of U.S. stock trading. Tesla (TSLA.O) opened down roughly 9% after its quarterly profit missed expectations and its free cash flow turned negative for the first time in over two years. Alphabet (GOOG.O), Google’s parent company, fell around 6% following an upward revision to its fiscal year capital expenditure forecast and a warning that cash flow pressures will persist.

According to market data from BIT (bit.com), the storage sector rose against the trend at the opening of the US stock market, with individual stock performances as follows: SK Hynix (SKHY) gained 4.8%, Seagate Technology (STX) rose 2.6%, Western Digital (WDC) increased 3.2%, SanDisk (SNDK) climbed 1.8%, and Micron Technology (MU) advanced 3.4%.

According to on-chain analyst Ai Yi (@ai_9684xtpa), address 0x2b6…32f6c went long on 751,734.8 CXMT (Changxin Memory, whose listed entity is Changxin Technology) at an average price of $6.7815 tonight. The position is valued at $4.945 million and currently holds an unrealized loss of $154,000, making it the third-largest CXMT position on Hyperliquid. The whale also went long on $4.04 million worth of SK Hynix.

According to Bitget market data, Brent crude futures have surged to $100 per barrel, marking the first time since the end of May. The rally is driven by the threat of escalating conflict with Iran, which has pushed US Treasury yields to their year-to-date highs. Markets now expect the Federal Reserve could raise interest rates as early as next week. The 2-year Treasury yield, highly sensitive to Fed policy expectations, rose around 4 basis points on Thursday to approximately 4.34%, hitting its highest level since early 2025. The 10-year Treasury yield touched a year-to-date high of 4.712%, while the 30-year yield climbed to 5.19%, slightly below its peak level since 2007. As Houthi militants claimed their first attack on commercial vessels in recent months, Brent crude prices are slowly rebounding to $100 per barrel. This ongoing rally has continued to pressure the US Treasury market, leading traders to increasingly believe that the Federal Reserve led by Wash will raise rates soon this year.