The conflict between the United States and Iran has resumed, and the war is still going on! The U.S. government's "incorporation" of AI large models was released, BTC fell below 59,000 micro-strategies and fell below the net value, Moji sold "boring ape" to cover positions, SpaceX will enter the Nasdaq 100, and Apple wants to buy Chinese chips

Original author：今日币圈快讯

Original source：https://www.youtube.com/embed/uiL9A3oKm6A

Summary of Today’s Currency News (June 27, 2026) 1. Macro-Thunder: The conflict between the United States and Iran is still ongoing, and Trump’s children’s accounts are about to be filled with water. The situation in the United States and Iran is turbulent and in the Middle East peace talks: Iran used drones to attack merchant ships passing through the Strait of Hormuz. In response, the U.S. Central Command carried out military strikes on Iran’s missiles, drone storage facilities and coastal radar stations. Trump condemned Iran’s actions as a foolish violation of the ceasefire agreement. However, U.S. officials revealed that the next round of negotiations between the two sides is expected to continue in Switzerland on June 28 and 29. In addition, Israel and Lebanon are expected to announce a tripartite framework agreement, and Israeli troops will continue to be stationed in the southern Lebanese security zone. Trump account launch and interest rate hike warning: Trump’s children’s investment account will be officially launched on July 4. The seed capital injected by the government in the first year is expected to directly bring $30 to $50 billion in incremental buying support to U.S. stocks. In terms of macro currency, Morgan Stanley warned that if the U.S. unemployment rate falls below 4% or core inflation remains high, the Federal Reserve may be forced to raise interest rates. 2. Technology market and AI: The U.S. government has incorporated the release rhythm of large models, and SpaceX has been included in the Nasdaq 100 AI model release nationalization: OpenAI has released a preview version of the GPT-5.6 series of models (including Sol, Terra, and Luna), but is restricted by the U.S. government’s cutting-edge AI model security review framework and is only open to a few trusted partners. At the same time, the Trump administration allowed Anthropic to redeploy Mythos 5 to about 100 institutions, and the public version of Fable 5 will be restored soon. Analysis points out that the U.S. government has substantially controlled the release pace of top AI models, marking a shift in AI governance to a state-led stage. Apple-Micron business war and chip landscape: Due to the outbreak of grievances between Apple, Micron and SK Hynix over memory pricing, Apple is actively lobbying the Trump administration, hoping to allow it to purchase DRAM chips manufactured by China's Changxin Memory to get rid of supply chain constraints. At the same time, Qualcomm announced its entry into the data center AI chip market, challenging Nvidia's dominant position head-on. SpaceX ushered in passive buying: Nasdaq confirmed that SpaceX will be officially included in the Nasdaq 100 Index on July 7. JPMorgan Chase expects that this move will bring up to $4.3 billion in passive buying of SpaceX. 3. Crypto market and giant whales: Micro-strategy valuations fell below the net value, and Moji burst into positions and sold monkeys to save himself. The market bottom and indicators diverged: Bitcoin fell below the US$59,000 mark, and the total net outflow of US spot Bitcoin ETFs this week was as high as US$1.78 billion. Coinbase’s Bitcoin premium index has been at a negative premium for 40 consecutive days, highlighting the sluggish purchasing power of the US market. However, multiple analysts pointed out that Bitcoin is currently in a long-term bottom zone below the 200-week moving average (about $63,500), and a bullish divergence is possible. Micro Strategy (Strategy) has a rare discount: With the decline of the market and the unanchoring of preferred stock STRC, Micro Strategy (MSTR)'s mNAV fell below 1, which means that its corporate market value (about 50.4 billion U.S. dollars) has been lower than the value of its Bitcoin assets held (about 51.1 billion U.S. dollars), triggering market doubts and concerns about the failure of its financing model. The tragic liquidation and short-selling wave of giant whales: Tragic tragedy: Maji’s eldest brother Huang Licheng’s ETH long orders were once again partially liquidated. He was even forced to sell the Boring Ape (BAYC) NFT he held to replenish the margin. He posted that he was only 8% away from a complete liquidation. Huge short selling: A giant whale opened a short order of nearly 20 million US dollars in Ethereum after eight months of silence; another whale once again opened a huge short order in BTC and ETH worth more than 70 million US dollars; there was even a BTC OG insider whale agent placing a short order of 21.73 million US dollars in the altcoin ZEC. Safe and secure: An ancient whale who had held Ethereum for 8 years liquidated the last 20,000 ETH and left the market with a huge profit of $27.53 million. The former Google technical director also announced that he had suffered huge financial losses in the leveraged currency speculation and had liquidated all Bitcoins. 4. Industry compliance and ecological security: Aave wants to devour the 4.6 trillion traditional securities market. DeFi advances into traditional finance: Aave’s founder revealed that the agreement is extending its tentacles to the traditional stock lending market of up to 4.6 trillion US dollars through tokenized securities lending business, trying to break the huge commission monopoly of securities companies. Regulatory punch and compliance stance: U.S. senators and the CFTC began to launch a federal investigation into the prediction market Polymarket, accusing it of false marketing and suspected illegal gambling. At the same time, facing the deadline for the EU MiCA regulations that are about to take effect, Binance co-CEO He Yi issued a statement stating that Binance will not give up establishing effective communication with EU regulatory authorities and will continue to follow the highest compliance standards in the industry.