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BlockBeats News, June 26th, according to Hyperinsight monitoring, due to the drag from Apple's sharp decline leading to a weakening of large-cap tech stocks, as well as the U.S. PCE inflation staying high and the further cooling of market rate cut expectations, funds took profits from the high-flying AI sector, and individual stocks in the AI industry chain fell back last night and this morning. On Hyperliquid, a whale (0x3200) has been continuously laying out positions in the AI industry chain over the past month, successively establishing positions in NVDA, MSFT, MU, SKHX, GOOGL, META, BABA, MRVL, with a cumulative position size reaching as high as $89.7 million at one point. Impacted by this round of pullback, the total unrealized loss of the current position has expanded to $8.5 million, with an additional $3.47 million unrealized loss in the past 24 hours. NVDA (average price $212) and MSFT (average price $407) are the biggest sources of losses, both exceeding the position's principal. Today, this address has closed all long positions in SKHX and MU, realizing a small profit. The current portfolio position size has been reduced to $72.7 million.

Foresight News reported that Base-based ZK privacy protocol Veil.Cash tweeted that its Discord group will switch to read-only mode today due to the increasing number of community scam activities. This change helps reduce risk while ensuring that important updates can still be shared securely.

BlockBeats News, June 26th, SEB Chief Strategist Jussi Hiljanen stated in a report that as the market's hope for a lasting peace agreement between the United States and Iran grows, the U.S. 10-year Treasury yield has risen to 4.40%, and may fluctuate around this level in the coming months. He said, "We believe that the U.S. 10-year Treasury yield may lack a clear trend in the coming months, spending most of the time fluctuating in the range of 4.30% to 4.50%." Hiljanen mentioned that SEB still believes that a lasting resolution to the Middle East conflict alone is unlikely to trigger a downtrend in the U.S. Treasury yield, as this would require macroeconomic data and the Fed's policy communication to provide support.