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According to ChainCatcher, the Ethereum Glamsterdam hard fork entered its final development testnet phase on Tuesday, locking in ten EIP proposals, and is positioned as the largest protocol upgrade since the Merge. The two core proposals are: EIP-7732, which enacts proposer-builder separation (ePBS) directly into the consensus layer, replacing the current reliance on off-chain relays like MEV-Boost; and EIP-7928, which introduces block-level access lists (BALs), allowing validators to process unrelated transactions in parallel. Together, these pave the way for a 200 million Gas limit, approximately tripling the current level of around 60 million, with a theoretical throughput of about 10,000 TPS. For users, EIP-2780 is expected to make standard ETH transfers up to 71% cheaper. The mainnet activation date has not yet been determined and will require successful validation on the Holesky and Hoodi testnets; based on historical timelines, it is expected to go live between September and December 2026. The 200 million Gas limit is a design goal rather than a mandatory fork value and will be gradually increased by validators through Gas voting signals.

(1) The International Energy Agency (IEA) stated in its monthly report that increased refinery output and rising exports have helped alleviate market concerns over a possible severe shortage of jet fuel, especially ahead of the summer travel peak. (2) In March, US and European refiners produced over 2 million barrels per day and 1.3 million barrels per day of jet fuel respectively, with output rising further in April and May. US exports to Europe surged to record highs while domestic inventories remained above average, further enhancing export supply capacity. (3) Nigeria is also an important supplier of jet fuel to Europe. The rise in European middle distillate refining margins and the completion of refinery maintenance in countries such as Italy and Norway have led to an increase in processing volumes. The IEA emphasized that the growth of jet fuel output has not come at the expense of diesel production, as diesel prices remain at levels sufficient to maintain their share of output.

BlockBeats News, June 18th, Micron Technology once again became the focus of AI hardware transactions. Several Wall Street institutions have recently raised the target price of the storage chip manufacturer, citing the increasing demand for AI servers driving up the supply-demand tension of DRAM, HBM, and NAND. Deutsche Bank analyst Melissa Weathers raised Micron's target price from $1000 to $1500, implying a further upside of about 47% from the previous closing price. FactSet data shows that TD Cowen and Cantor Fitzgerald have also recently set a $1500 target price. Micron's stock price has already risen significantly this year, with the stock up about 266% since 2026 and a surge of over 750% in the past 12 months. The market's core belief is that AI data centers not only need GPUs but also require more high-bandwidth storage, enterprise SSDs, and regular DRAM to support training, inference, and AI agent workloads. TD Cowen goes further to believe that agentic AI will increase the memory content required per unit of AI computing power and extend the period of strong pricing. RBC also believes that this round of the DRAM uptrend cycle may last several quarters. MarketWatch believes that Micron and Sandisk's technical indicators are in extremely overbought territory. Investors will be focusing on Micron's earnings next week (after the bell on Wednesday, June 24, 2026), particularly on shipments, prices, gross margins, and 2026 capacity guidance. If the company fails to provide strong enough supply-demand evidence, the high expectations for storage stocks may face a concentrated test. At the time of writing, Micron closed up 2.2% and rose 3.31% after hours.