美联储新任主席Warsh强化抗通胀立场，市场据此大幅上调年内加息预期，导致美债收益率曲线显著走平；分析师分歧加剧——Citi预测10月降息，BofA则预计年内三次加息；文章强调当前通胀压力主要来自油价波动，若油市供应回归常态且劳动力市场降温，通胀可能快速回落，削弱加息必要性。

The global cryptocurrency market cap fell more than 1.06% to 2.12% in the past 24 hours, dragging total capitalization to the $2.12 trillion baseline. This localized liquidation wave sent Bitcoin (BTC) slipping to intraday lows of $59,029 before bulls staged a defensive recovery to float back above $61,000.

China’s Supreme People’s Procuratorate disclosed a cross-border narcotics and money-laundering case in which a defendant identified as Li Moubo was sentenced to death after converting more than 48-million-yuan (about $7.04 million) in drug proceeds through virtual currencies. The case underscores Beijing’s use of its harshest criminal penalties in crypto-related financial crime enforcement.

On June 25, a sharp drop in international gold prices, driven by rising expectations of a US Federal Reserve rate hike and hawkish remarks from the new chair, pushed MCX gold futures to ₹1,40,928 per 10 grams, the lowest since March. The dollar index climbed to a more than one-year high, weighing on demand for dollar-priced gold. Several major banks cut their annual gold forecasts, with Goldman Sachs lowering its target by $500 to $4,900 per ounce. The move has stoked concerns that gold-loan lenders could face higher NPAs and weaker lending appetite.

The EUR/USD currency pair faces relentless bearish momentum, touching its lowest level since June 2025. Trading within a tight spot band of 1.1355–1.1366, the euro has dropped nearly 3% over the past month, highly impacted by widening monetary policy divergences and a major global macro flight to safety.

Bitcoin rebounded after a sharp selloff, even as a fresh wave of regulatory and policy disputes kept crypto markets on edge. Claims around Iran-linked activity involving CoinEx intensified, alongside renewed focus on the Clarity Act and Europe’s MiCA rollout. In the U.S., debate over a potential CBDC flared after President Trump tied a housing bill to a provision limiting Fed issuance.

Atlas plans to launch USAFi in Q3 2026 under Dubai’s VARA framework, positioning it as a regulated permissionless digital security backed by a Nasdaq-listed ETF. The initiative marks economist Nouriel Roubini’s first step into digital assets after years as one of crypto’s most vocal critics. Atlas says the token will be supported by Nasdaq-listed USAF reserves and is intended to offer DeFi access while helping preserve value.

Micron said its fiscal third-quarter revenue more than quadrupled to $41.46 billion from $9.3 billion a year earlier. The company reported the results on Wednesday.