Weekly Highlights | MSTR, STRC, and BTC Weaken, Apple and Microsoft Forced to Raise Prices

PANews Editor’s Note: PANews has selected the week’s top-quality content to help you catch up on anything you missed over the weekend. Click the title to read.

Products of the AI Craze

Doubao AI Officially Starts Charging, Starting at ¥68/Month, Is It Really Better Than the Free Version?

How exactly is the paid version of Doubao better than the free one?

Goldman Sachs Revisits the State of the AI Boom: Before the Investment Cycle Peaks, ‘Strong Earnings Will Overwhelm Valuation Concerns’, and Volatility Will Rise Further

A Goldman Sachs research note points out that the AI investment boom is not a replay of the 1999 bubble, but earnings positives have already been priced in early, making the market more vulnerable to narrative shifts; beware of profit bubble risks.

‘Bears’’ Doomsday Prophecy: AI Is ‘Running Out of Steam’, US Stocks Could Peak as Early as Q3 with a 30-50% Drop

The New Bond King and a stock market prophet warn that the AI frenzy is nearing its end; US stocks could suffer a 30%-50% plunge; crises in Treasuries and private credit are brewing under the surface.

Dissecting the Three Deadly Variables Behind Micron’s ‘Epic’ Earnings Report

The market is pricing Micron with the old yardstick of cyclical stocks, but long-term contracts lock in the future; AI demand may trigger a paradigm shift.

Apple and Microsoft Forced to Raise Prices, Cook Admits ‘Unprecedented in 40 Years’, Ordinary Consumers Are Paying for AI

Apple and Microsoft announced price increases on the same day; AI data centers are driving up storage costs; with component price hikes unseen in a century, consumers will foot the bill for the AI arms race.

Macro Insights

After Burning $90 Billion, Zuckerberg Decides to Open a Casino Where You Can’t Gamble

After Meta burned $90 billion on its failed metaverse gamble, it chose a points-based “prediction market” as its next adventure — but a prediction market where you can’t spend real money is neither a lesson learned nor a smart strategic pivot; it’s a scalded company reaching for a glass of lukewarm water.

Lasting 233 Days and with a Drawdown of Over 50%, Is the Current Bear Market the Mildest One Yet?

The market may not see a recovery until August at the earliest.

CXMT’s STAR Market IPO Is Imminent, SemiAnalysis 10,000-Word Research Report Dissects Its Technology Path, Financial Data, and HBM Dilemma

Revealing the explosive growth and cyclical risks of China’s leading memory chip maker.

Bitcoin, MSTR and STRC Are All Falling, Has Strategy’s Bitcoin ‘Perpetual Motion Machine’ Really Ground to a Halt?

These three parts support each other; if one suffers, all suffer. When they weaken simultaneously, the focus shifts from “how much Bitcoin does Strategy actually own?” to “does it still have enough dollars to meet its dividend commitments?”

Institutional and Celebrity Brainstorms

Bitcoin at 59K Is Not the Bottom, One Last Drop Remains! On-Chain Data and Liquidity Analysis Pinpoints BTC’s True Bottom

Three scenarios for the end of Bitcoin’s bear market and an analysis of four bottom-fishing models.

‘AI Godmother’ Fei-Fei Li’s Latest Interview: In 10 Years, Only These Two Types of People Will Remain in the Workplace

In ten years, the workplace will leave only the top 1% of elite experts and highly proactive generalists; the middle layer will be squeezed out. AI is not replacing humans but raising the value bar. Learn to use tools rather than be replaced by them to break through.

Dialogue with CSOP CIO Wang Yi: The Key to Tokenization Lies in the Compliance Closed Loop, AI Remains the Mainstream for Global Capital

The core of investment should follow the flow of “AI CAPEX”, with a focus on downstream segments that capture capital expenditures (such as Micron, SK Hynix and other storage manufacturers).

Grayscale: These 15 Profitable Crypto Protocols Are Severely Undervalued

Grayscale research reveals the top 15 on-chain protocols by revenue; the market caps of Pump.fun and others equal only their annual revenue, with valuations as low as 1x. The CLARITY Act may pass next month, opening institutional capital channels for DeFi. Could these cheap protocols see a valuation re-rating?

IOSG Founder’s Nine-Year Investment Review: 6 Portraits of Failed Founders, the Life-and-Death Rules of Web3 Entrepreneurship, a Survival Guide Through Cycles...

Successful founders each have their own brilliance, but failed founders share striking similarities.

Dan Koe’s New Article: Escape the Fate of an Employee, How to Survive the AI Replacement Wave?

Amid the panic of AI replacing jobs, how do you escape the fate of a “wage slave” and find your true calling? This article reveals five core elements—agency, taste, etc.—to help you become unemployable, master the leverage of content and code, and start a life of freedom.

Capturing Early Opportunities

Standard Chartered Sings Its 50x Fantasy Again, Paints a Picture for AAVE Targeting $3,500

Standard Chartered predicts AAVE will rise to $3,500 by 2030; the on-chain lending hegemon Aave protocol accounts for 80% of the sector’s profits; the V4 launch is set to ignite the market.

A Close Look at Multicoin’s Report: Hyperliquid (HYPE) Has 5x Upside Potential

Eight catalysts, six risk points.

Citrini: Taking Stock of 5 Investment Themes Currently Overshadowed by AI Trading

Crowded AI narratives are causing capital rotation; forgotten “mini themes” such as aviation, senior housing, live entertainment, exchange competition, and fintech are repairing their fundamentals, bringing new Alpha opportunities.

Arthur Hayes’ Family Office Bullish on Collector Crypt: On-Chain Card Business Momentum Could Surpass eBay, CARDS Summer Target Price $4

Like Hyperliquid, CC did not succumb to high CEX listing fees but chose a strategy of prioritizing DEX development.

Can Idle Macs Also Earn Money? A Guide to Darkbloom, the Decentralized AI Inference Network Launched by Eigen Labs

Instead of relying on new data centers, it awakens the massive computing power sleeping on desktops.

Web3 Stories

Collector Crypt rises as on-chain “money printing machine”: fewer than 1,000 daily active users, whales support 97% of revenue

The tokenized TCG sector is bringing the fun of collecting and card drawing to the chain, quickly seizing attention in the crypto market. Among them, Collector Crypt once strongly broke into the top ten of the entire network's revenue list, becoming a new on-chain money printing machine.

After Fable gets banned, will DeAI be the next breakout?

On June 25, the controversy over Anthropic’s model safety, access control, and capability leaks escalated again.

Behind the 20% layoffs, the Ethereum Foundation rolls out a new five-layer architecture

Compared to the formerly loose foundation structure, EF will clearly define what it should do in the next few years.

Capturing 98% market share, Solana becomes the main battleground for SpaceX on-chain trading

SpaceX’s public debut fuels tokenized stock trading; Solana’s on-chain share hits 98%. Ondo and Backpack deploy across multiple fronts, accelerating the convergence of traditional finance and the crypto market.

Ethereum’s “gear shift” underway: Ethlabs takes the stage, EF retreats behind the scenes

The post-Ethereum Foundation era is arriving. Former EF core members recently broke away to found Ethlabs, backed by BitMine and Joe Lubin among others, accelerating Ethereum’s march toward becoming a global economic settlement layer. As EF gradually steps back from the ecosystem execution center — a trend already taking hold — the next stage of Ethereum’s research and evolution will increasingly depend on the dynamic balance and self-organizing optimization among multiple forces within the ecosystem.

On-chain spot king Solana — why did it stumble in the perpetuals market?

Solana dominates on-chain spot but loses the perpetuals market, where HyperLiquid overwhelms with a 70% share. The core constraint isn’t speed, but sequencing unpredictability. Solana is fighting back with upgrades such as Alpenglow and BAM; its long-term edge lies in DeFi composability and the ecosystem flywheel.