Federal Reserve Chair Kevin Warsh said at a central bank conference in Sintra, Portugal, that the Fed will remain independent and will not tolerate inflation above its 2% target. He said the central bank’s decisions would not be swayed by day-to-day politics, a stance that could shut the door on the rate cuts President Donald Trump has sought. Warsh also declined to outline specific next steps to fight inflation, consistent with his opposition to “forward guidance.”

Riot Platforms宣布出售500枚比特币，用于资助AI基础设施建设。此举反映头部矿企正加速将BTC储备转化为实体算力投入，而非持有或再投资于链上生态。该笔出售规模约3,200万美元（按当前市价估算），虽未达系统性冲击量级，但属2026年迄今单次最大矿企BTC减持之一。事件凸显Q3矿工行为模式转变——从囤币转向跨领域资本配置，可能加剧BTC现货市场短期抛压，尤其在减半后哈希率竞争趋缓背景下。

Meta is advancing an internal “Meta Compute” initiative to rent its AI infrastructure and computing capacity to external customers, Bloomberg reported, in a model similar to CoreWeave. The report fueled concerns that competition in the AI cloud market could intensify. CoreWeave shares fell 10.55% in a single session to $89.04. The article notes that Meta’s data centers, AI chips and model ecosystem could pressure GPU rental pricing if idle compute is opened to third parties, while technical indicators show the stock remains under multiple moving averages.

U.S. technology stocks fell sharply, with Nvidia down 3.2%, Micron Technology sliding 7.5% and Applied Materials dropping 8%, pulling the S&P 500 down 0.6%. Investors are increasingly wary that AI-related shares have become too expensive, while the 10-year Treasury yield climbed to 4.48%, adding pressure on high-valuation growth stocks. Gold briefly dipped below $3,980 an ounce before rebounding, and Brent crude fell 1.5% to $71.82 a barrel.

As of July 1, 2026, Stellar (XLM) rose 13% after being named a launch partner for the Open USD stablecoin initiative, which is backed by institutions including Visa and BlackRock. XLM traded near $0.20 with a market capitalization of $6.74 billion. Zcash (ZEC) gained 1.8% over 24 hours on expectations for the Ironwood network upgrade in late July, trading at $395.83 with a market cap of $6.69 billion. To return to a $10 billion market cap, XLM and ZEC would need to rise to about $0.29 and $590, while unconfirmed DTCC adoption rumors remain a sentiment-driven catalyst.

On July 1, a Bitcoin whale made an on-chain transfer of 264.99 BTC, valued at about $22.5 million. The transaction has been verified via its on-chain ID, but the receiving address has not been disclosed. Such large moves are often associated with portfolio rebalancing, preparations for OTC activity, or deposits to exchanges, and whether the funds later reach an exchange can shape near-term supply expectations. There has been no immediate price reaction and no evidence of an executed sell-off.

Escalating tensions between the United States and Iran at the start of the second half of 2026 unsettled markets and raised concerns about stability in the Middle East. At the open, the Dow Jones Industrial Average fell 88 points (-0.17%) and the S&P 500 slipped 20.5 points (-0.27%). The Nasdaq Composite dropped 174.2 points (-0.66%).

MicroStrategy CEO Michael Saylor stated his company bought 175,000 Bitcoin this year and sold only 32, dismissing criticism over a minor 0.02% reduction in holdings as 'pure noise'. The statement underscores MicroStrategy’s unwavering long-term BTC accumulation strategy amid rising AI-related capita