Cryptocurrency News & Market Updates

NFP, FOMC minutes, and CPI span the next two weeks
NFP, FOMC minutes, and CPI span the next two weeks

Here is what each release means for active traders, and how the sequence fits together.

Jul 1, 20266 min read


HTX Research Latest Report | AI Bubble Liquidity Black Hole and Crypto Repricing: 2026 Midyear Macro Risk Asset Correlation Study
HTX Research Latest Report | AI Bubble Liquidity Black Hole and Crypto Repricing: 2026 Midyear Macro Risk Asset Correlation Study

Executive Summary

In June 2026, global risk assets stand at an extremely delicate inflection point. Over the past three years, artificial intelligence has become the most important theme in global capital markets. It has not only driven valuation expansion for hardware and semiconductor assets such as Nvidia, TSMC, Broadcom, Astera Labs, and Micron, but also pushed private or semi-public AI assets such as OpenAI, Anthropic, SpaceX, xAI, Cerebras, and Cursor into a new valuation regime. At the same time, AI infrastructure construction has evolved from a simple software narrative into a supercycle centered on GPUs, HBM, advanced packaging, wafer capacity, electricity, natural gas, data centers, private credit, and capital-market financing.

Jun 25, 202644 min read