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[Nonfarm Payrolls Released Tonight at 20:30]
On July 2, the U.S. June nonfarm payrolls report will be released at 20:30 tonight, with the market expecting job gains to contract significantly to 110k. Employment growth had been strong over the previous three months, but the June "small nonfarm" (ADP) slowed more than expected, leaving global markets waiting with bated breath.

【South Korean Stock Index Opens with 5% Plunge】Golden Finance reported that on July 2, the KOSPI index opened down 416.54 points, a drop of 5.02%, at 7,886.87 points. The Nikkei 225 index opened down 459.85 points, a drop of 0.65%, at 70,015.11 points on July 2 (Thursday). (Jin Shi)

【Bitwise Europe Head of Research: BTC Is Likely to Bottom Before the Market's Widely Expected October Bottom】Gold Finance reported on July 2 that André Dragosch, Head of Research at Bitwise Europe, stated that July seems poised to become a turning point for BTC to shift from a bear market to a bull market. If semiconductor stocks see a sharp reversal from current levels, the Federal Reserve may respond with a dovish stance.
My personal base case is that Bitcoin is likely to bottom earlier than the widely anticipated October bottom in the market.

The sharp price volatility of STRC is a natural and crucial part of the cryptocurrency cycle. The market may already be close to the bottom.

Jinse Finance reports that on July 1, Strategy founder Michael Saylor said, "If we combine capital, credit, and currency, we can tap into trillions of dollars in opportunities. That's the holy trinity." "It is digital credit that allowed us to buy 175k bitcoins during this year's bear market."

【Important News from Last Night and This Morning (June 30 - July 1)】
Trump's crypto business revenue reached $1.4 billion, BlackRock deposited 260 million BTC, DeFi TVL fell below $70 billion, stablecoin Open USD received support from Visa and other giants, ENS governance controversy escalated.

【Circle has been removed from multiple Russell Growth Indexes, including the Russell 1000, Russell 3000, etc.】
On July 1, according to Simply Wall St, Circle Internet Group (NYSE: CRCL) has been removed from multiple Russell Growth Indexes, including the Russell 1000 Growth Index, the Russell 3000 Growth Index, and the Russell Mid-Cap Growth Index. This adjustment is part of Russell's latest annual index membership restructuring.
This removal has a material impact on Circle's visibility among index funds and certain institutional investors. Although Circle's core business remains centered arou

【Holding for over 5 months with a loss of $4.33 million, a whale sells 2,468 ETH】
A whale sold 2,468 ETH at an average price of $1,572 four hours ago, valued at $3.88 million, incurring a loss of $4.33 million. Over five months ago, the whale bought 2,468 ETH at a price of $3,327, valued at $8.21 million.

【ECB Governing Council Member De Marco: ECB can wait until next economic forecast to decide whether further tightening is needed】
On July 1, ECB Governing Council Member De Marco: ECB can wait until next economic forecast to decide whether further tightening is needed. After the drop in oil prices, the ECB should not rush into the next rate hike.

Recap of Digital Asset Market, Capital Flows, and Exchange Trading in Q2 2026

【U.S. Securities and Exchange Commission Seeks Public Comments on Innovative ETFs】Jinse Finance reported that on July 1, the U.S. Securities and Exchange Commission (SEC) issued an announcement today seeking public comments on exchange-traded funds (ETFs) that plan to invest in innovative asset classes and adopt novel investment strategies. This solicitation aims to explore feasible paths to protect investor rights, maintain fair, orderly, and efficient markets, and facilitate capital formation while advancing innovation in the ETF industry.

Jinse Finance reports that on July 1st, Anthropic: Fable 5 will be launched globally on the Claude platform tomorrow. It will continue to coordinate with the U.S. government to expand the open scope of the Mythos 5 model under the "Glasswing" program, enabling more domestic and international partners in the U.S. to gain access permissions. Access to Fable 5 will be reinstated as soon as possible on AWS, Google Cloud, and Microsoft Foundry. (Jin Shi)

【Trump currently holds over $100 million in BTC stored in cold wallets】Golden Finance reported that, according to Trump’s annual financial disclosure report released on June 30 by the U.S. Office of Government Ethics, Trump earned more than $1.2 billion through cryptocurrency in 2025. His two biggest sources of profit are the crypto business MEME coin TRUMP (through the entity CIC Digital LLC) and World Liberty Financial (through the entity DT Marks Defi LLC). CIC Digital LLC earns as much as $635 million in royalty income from the TRUMP meme coin alone. In addition, CIC Digital LLC also holds

【De Marco: If future data confirm the moderate scenario, the ECB still needs to raise rates】
European Central Bank Governing Council member De Marco said that even under the moderate scenario of the latest forecasts, the assumption of tightening remains, and if future data confirm this scenario, the ECB still needs to raise rates.

Golden Finance reports that on June 30, according to monitoring by Onchain Lens, BlackRock deposited 4,385 BTC (approximately $260 million) and 30,725 ETH (approximately $48.6 million) into Coinbase, and may continue to increase its position. Combined with its on-chain tracking data from June 29, BlackRock deposited a total of 11,817 BTC (approximately $706 million) into Coinbase over two days.