The Bitwise CIO stated that the SEC's abandonment of cryptocurrency asset regulation, the US Treasury Department's initiation of yield curve controls, and the White House's call for cryptocurrency CEOs are all positive news for Bitcoin. （Bitcoin Archive）

[Grayscale Amends Zcash Trust Registration Document, Plans to List on NYSE Arca] Grayscale has submitted the fourth amendment to the registration statement for the Grayscale Zcash Trust (ZEC) to the U.S. Securities and Exchange Commission, planning to list the trust for trading on NYSE Arca under the ticker symbol ZCSH. After listing, authorized participants will be able to subscribe to and redeem trust shares. As of June 30, 2026, the trust holds approximately 2.3% of ZEC's circulating supply, with a net asset value of about $155.2 million. A subsidiary of Digital Currency Group is in discussions to subscribe to trust shares with approximately 200,000 ZEC, but no binding agreement has been reached yet.

Stifel analyst Ruben Roy maintains a buy rating and a target price of $282 before Nvidia (NVDA) releases its second quarter fiscal year 2027 results, and expects Nvidia's performance this quarter to exceed expectations, while raising subsequent guidance. Stifel stated that cloud service providers have significantly increased their capital expenditures, with Hon Hai's cloud network product business accounting for over 50% of revenue for the first time. It is expected that AI rack shipments will more than double for the full year, and Supermicro will add over $60 billion in new orders in a single quarter. Supply chain research shows that GB300 demand is expected to last until the first half of 2027, reducing the risk of demand gaps during Nvidia's product generational transition. Stifel believes that the impact of storage costs and competition in the AI inference field is reflected in gross profit margins, and related risks have been partially reflected in current valuations.

According to MSX.COM data, the US commercial aerospace sector fell, with SpaceX falling more than 3% and Rocket Lab falling more than 5%.

According to MSX.COM data, spot gold rose nearly 3% during the day, and the US stock gold sector rose across the board at the beginning of the trading session. Koldaeron Mining rose more than 7%, Eagle Mining, Newman Mining, and Kinross Gold rose more than 6%, and Pan American Silver, Gold Fields, and Barrick Mining rose more than 5%.