Crypto Pulse—Industry Perspectives

The artificial intelligence (AI) investment boom received a powerful new boost on June 24, 2026, when semiconductor giants Qualcomm and Micron Technology delivered forecasts that reignited investor enthusiasm across the technology sector. Within hours, AI-related chip stocks collectively added more than $400 billion in market value, reversing concerns that had recently emerged about the sustainability of the AI rally. The surge highlighted a simple but powerful message: demand for AI infrastruct

OverviewSpaceX shares fell to $154.60 at Monday's close on June 22, capping a three-session reversal that erased roughly $600 billion from the stock's closing peak and, measured from the June 16 intraday high of $225.64, wiped out close to $920 billion in paper value in a matter of days. The single worst session ran 16.4% and took out more than $400 billion on its own. The headline numbers read like a collapse, yet the company that just completed the largest IPO in history remains valued near $2

OverviewStrategy's common stock broke below $100 on June 24 for the first time since March 2024, touching an intraday low near $92 and trading at roughly two-thirds of the net asset value of the Bitcoin sitting on its own balance sheet. With 847,363 BTC worth about $52 billion against an equity market capitalization near $34 billion, MSTR now trades at a diluted mNAV below 1.0, the market is pricing the wrapper at a discount to the coins inside it, a condition that did not exist through any prio

OverviewMicron reported $41.46 billion in fiscal Q3 2026 revenue on June 24, up 346% year-over-year against a consensus near $35.6 billion. The order book carried the real signal: management announced 16 strategic customer agreements representing roughly $100 billion in minimum contracted revenue, structured with take-or-pay clauses across its high-bandwidth memory roadmap, and that single line did more to reprice Asian semiconductor equity than any margin figure could.What followed was a cross-

For years, investors could only watch from the sidelines as SpaceX remained one of the world's most valuable private companies. Now, that has changed. While early reports pointed to a July 7, 2026 debut, Elon Musk's aerospace giant officially entered the public markets on June 12, 2026, making history with one of the largest stock listings ever seen.Trading under the ticker SPCX, the company has instantly become one of the most talked-about assets in both traditional finance and the crypto commu

Microsoft issued a warning that should make every crypto holder check their security habits. Its threat researchers identified a Windows malware strain, tracked as Trojan:Win32/CryptoBandits.A, that has been quietly draining cryptocurrency wallets since February. The malware is a “crypto clipper”: it watches your clipboard and, the moment you copy a wallet address to send funds, silently swaps in an address controlled by the attacker, so your money goes to a thief without any visible cue.It gets

For years, Michael Saylor's Strategy (formerly MicroStrategy) has been the ultimate Bitcoin bull, borrowing, issuing stock, and selling preferred shares to pile up more Bitcoin than any other public company. Now cracks are showing. The company's flagship preferred stock, STRC, has slipped below the $100 par value it was engineered to hold, hitting record lows, while Strategy's common stock (MSTR) has slumped and Bitcoin itself sits roughly 50% below its October high. Most strikingly, Strategy di

BlackRock is further expanding its Bitcoin-related investment offerings with the official launch of the Bitcoin Premium Income ETF (BITA). Unlike traditional spot Bitcoin ETFs that primarily focus on tracking Bitcoin’s price movements, BITA is designed to generate additional recurring income for investors through a covered call strategy.The new product allows investors to gain exposure to Bitcoin's upside potential while also receiving monthly cash flow from option premiums. The move highlights

The private market for SpaceX shares has become one of the most remarkable wealth-creation stories in modern investing. Over the past several months, demand for SpaceX stock in secondary markets has surged dramatically, pushing the company's valuation far beyond previous estimates and leaving many early sellers wondering whether they exited too soon.SpaceX, the aerospace and satellite communications company founded by Elon Musk in 2002, has long been regarded as one of the world’s most valuable

OverviewGlamsterdam is Ethereum's most substantial hard fork since the Merge, currently running its full EIP slate across multi-client developer networks ahead of a mainnet activation targeted for the second half of 2026, most plausibly around the end of August. Rather than ceding all throughput to rollups, it attacks the base layer's own execution ceiling through three changes: EIP-7928 (Block-Level Access Lists), which declares each transaction's data dependencies upfront to enable parallel ex