US-Iran negotiations turn Hormuz into "Rashomon"! The top MEV robot suffered a blood loss of 7.5 million due to counter-attack, BTC fell below 64,000 miners surrendered en masse, JP Morgan raised AI spending to 5.5 trillion, MicroStrategy hinted at increasing positions again, 13 billion option delivery dominated short positions

Оригинальный автор：今日币圈快讯

Первоисточник：https://www.youtube.com/embed/bB5-vqaeSQM

Welcome to check out today’s summary of currency news. Today is June 21, 2026. Today’s global market is experiencing the “Rashomon” of geopolitical negotiations and the rapid development of AI technology. The U.S. and Iranian delegations gathered in Switzerland to start technical negotiations, but the traffic status of the Strait of Hormuz is still foggy; JPMorgan Chase raised its global AI capital expenditure forecast wildly to US$5.5 trillion, and technology giant chip stocks surged in advance in the on-chain prediction market. Looking back at the crypto market, Bitcoin fell below US$64,000, and miners ushered in a "surrender period." The most notorious MEV clip robot on Ethereum was killed and suffered a loss of more than US$7.5 million. Detailed summary of today’s news 1. Macroscopic thunder: The United States and Iran gathered in Switzerland to start talks, and the Strait of Hormuz was trapped in the "Rashomon" US-Iran talks and ceasefire in Lebanon: Negotiators from the United States, Iran, Pakistan and Qatar have gathered in Switzerland to start technical talks aimed at implementing the memorandum of understanding. Iran has made it clear that ending the conflict in Lebanon and implementing a ceasefire, as well as obtaining exemptions for oil sales, are prerequisites for entering the final agreement stage and opening the Strait of Hormuz. Although the Israeli Prime Minister has issued a ceasefire order in Lebanon, the Israeli military's strikes in the "safe zone" continue. "Everyone has his own opinion" on the passage of the Strait: The current situation in the Strait of Hormuz has fallen into an extremely chaotic state. The Iranian military insisted that it had closed the strait due to the US-Israeli default and warned ships to stay away; maritime navigation data showed that the traffic in the strait dropped to zero in the past 24 hours, and analysis pointed out that some ships may have turned on the "dark crossing" mode of turning off tracking equipment. However, the US military and US Vice President Vance said they had observed no signs of closure and even reported an increase in commercial traffic. In addition, Iran hinted that it might charge "insurance fees" for passing ships, while Trump took a tough stance and said that tolls would be waived within 60 days, otherwise the United States would collect the fees personally. Global Tightening Turning Point and U.S. Debt: Macroeconomic policy has reached an important turning point. In May, the number of global central banks raising interest rates and cutting interest rates was equal for the first time in more than two years (26 each). This indicates that the global interest rate cutting cycle may be over, and a new round of tightening cycle is beginning. At the same time, foreign holdings of U.S. Treasury bonds reached $9.35 trillion, the second highest in history, with Japan and the United Kingdom significantly increasing their holdings and China continuing to reduce its holdings. 2. Technology market and AI: JPMorgan Chase raises AI spending to 5.5 trillion, open source model gap narrows AI capital frenzy and chip stocks: JPMorgan Chase significantly raises its forecast for total AI capital expenditures before 2030 to 5.5 trillion US dollars, and Broadcom’s AI revenue is expected to exceed 150 billion US dollars in 2027. AI infrastructure concept stock Marvell Technology (MRVL) was officially included in the S&P 500 Index. In the on-chain prediction market Trade.xyz and Binance contracts, SK Hynix, Samsung Electronics and other targets have been snatched away by funds in advance over the weekend, and it is expected that a new stock market will open higher on Monday. AI Impact and Industrial Change: Palantir CEO warned that AI will severely damage the economic status of highly educated white-collar workers (the core vote base of the Democratic Party) and trigger a political impact. At the same time, Norway plans to ban primary school students from using generative AI tools to prevent them from weakening basic learning abilities. UnitedHealth Group plans to spend US$3 billion to deploy AI to reduce the huge administrative costs of the US medical system. Open source and decentralized AI pursuit: Analysis points out that the gap between open source AI models and closed source cutting-edge models has rapidly shrunk from 12 months to 4 months, and the public may be able to download top intelligence for free by the end of the year. Ben Goertzel, chairman of the AGI Association, also called for the construction of decentralized AGI through blockchain networks to combat the concentrated monopoly of computing power giants such as OpenAI and Anthropic. 3. Crypto market and giant whales: BTC miners surrendered en masse, 13 billion option delivery shorts dominated, the market came under pressure and institutional outflows: Bitcoin fell below US$64,000, and the US spot Bitcoin ETF recorded a record net outflow of US$6.35 billion in the past 30 trading days, and market sentiment cooled significantly. Bitcoin options worth $13 billion will expire this week. The current position structure shows that shorts have a clear advantage and bulls are under tremendous pressure. Bottom signal: Despite the market downturn, Galaxy Research pointed out that Bitcoin mining difficulty has dropped by more than 20% from its high point, and miners have entered the most serious "capitulation period" since 2021. Analysts combine the Puell Multiple indicator and believe that miners' pressure is often a sign of the end of a bear market, and $59,000 may become an important bottom in this cycle. MicroStrategy's market protection and institutional dynamics: In response to recent market concerns about MicroStrategy and its preferred stock STRC, Adam Back issued a defense statement saying that it will not return to zero, and its operation just proves that Bitcoin can be used for corporate capital operations. Michael Saylor also called on the community to unite and avoid internal strife, and released a tracker status, suggesting that the company may be about to increase its holdings of BTC again. Fierce battle between giant whales: Pension-usdt.eth used 3x leverage to short over 26,000 ETH, worth approximately US$46 million. Another giant whale finally admitted a loss of US$782,000 and cleared 112 WBTC after two months of hard work. At the same time, Hyperliquid’s market share of open positions in perpetual contracts reached a record high of 8.4%; Coinbase has deeply bound the lending agreement Morpho through USDC and cbBTC, providing it with more than half of the capital volume, highlighting the moat effect of the distribution channel. 4. Industry Compliance and Security: A top-notch MEV robot suffered a loss of 7.5 million in counter-attacks. AI reshapes the audit security black swan and counter-attacks: The well-known MEV clip robot Jaredfromsubway.eth, which has long dominated Ethereum sandwich attacks, suffered an "anti-MEV honeypot attack" and was hacked by hackers using logic loopholes to steal more than 7.5 million US dollars in a single transaction. In addition, Secret Network had $4.67 million stolen due to a cross-chain bridge contract vulnerability, and the attack was not detected for up to seven days; the OLPC liquidity pool on the BSC chain was also attacked and lost $1.1 million, and the funds have flowed into Tornado Cash. Gitcoin's subdomain name was even hijacked by the front end and was suspected of being implanted with a phishing program. Compliance and legislation: The U.S. House of Representatives has introduced a bill to prohibit members of Congress from participating in betting on prediction markets such as Polymarket to prevent insider trading. The Thai authorities raided Bitcoin mining farms operating illegally by tampering with electricity meters in many places and confiscated more than 300 pieces of equipment. Technology and Ecology: AI is reshaping the encryption security industry. Automated tools have greatly reduced the audit costs of smart contracts, and real-time monitoring will become the new industry standard. Well-known venture capital 1confirmation announced that the fund has achieved positive returns and has focused on incubating Grail.xyz, a tokenization platform for physical collectibles.