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BlockBeats report: On June 30, MidChains CEO Basil Al Askari said that “at least one” sovereign wealth fund is increasing its spot bitcoin holdings during a period of price declines, and that another sovereign wealth fund may begin buying within the next few weeks. He said this sent a very clear signal to other institutions that may still be on the sidelines and view these large funds as leaders in the asset class.
MidChains is a crypto trading platform regulated in Abu Dhabi and supported by the sovereign wealth fund Mubadala. Before founding MidChains, Askari worked in the private equity team of Mubadala Capital, the sovereign wealth fund in Abu Dhabi, and held roles in the commercial finance team at GE Capital in the United States, the United Kingdom, and the UAE, with extensive experience in financial investing and operations.

TL;DR
• Samsung Electronics announced a Korea-local investment plan for 2026–2040 totaling 2450 trillion won, of which about 2100 trillion won will go to semiconductors, accounting for about 86%.
• Goldman Sachs estimates that if this investment includes R&D spending, then over the next 15 years Samsung’s capital expenditures in Korea plus R&D spending would be about 163 trillion won per year.
• This average annual投入 is higher than the forecast baseline for 2026–2028, but closer to a continuation of the current investment intensity rather than a sudden aggressive expansion.
• The plan strengthens signals that Samsung is betting on HBM, advanced packaging, and Korea-based semiconductor clusters, but it still lacks clarity on capacity, technology roadmap, and the annual cadence. • The stock-price logic still depends on HBM catching up, memory prices, profit recovery, and long-term execution—not just the headline total of 2450 trillion won.

BlockBeats messages: On June 30, according to GMGN monitoring, the Meme coin ANSEM deployer “yHCxHB” sold off with a net profit of $5,500 shortly after creating the token 13 days earlier. Subsequently, within nearly 7 days, they mass-produced tokens, frequently replicated various “celebrity coins,” and also built a position by buying for themselves, while remaining highly active on X and frequently interacting to promote momentum.
Within 7 days, this address cumulatively created up to 101 different Meme coins (most of them were various celebrity coins with a certain fan base). Among them, 12 peaked with market caps exceeding $1 million, and 3 surpassed $10 million in market cap.

Original title: (Twilight of the Gods (Part II) — The Great Retreat)
Original author: Long Ye, Just Blockchain News
Previous recap: (Twilight of the Gods (Part I): The End of the Old Financial Era)
Abstract:
1. The global financial market bubble brought by the AI wave is about to burst, with a time window of the next 3–12 months.
2. The commercial fundamentals of AI technology companies are already on the brink of collapse. Human “usage habits” for AI have taken shape, but paying habits have not yet completed the transition. Many application companies are being squeezed by Anthropic, further weakening underlying payment capacity.

BlockBeats message: June 30—Japan and South Korea’s stock markets officially wrapped up the first half of the year. Looking back at the first half, AI investment became the indisputable hottest theme. Memory chip stocks represented by Samsung and SK hynix saw first-half gains of 180% and 310%, respectively. With both holding very large weights in the South Korean market, they helped drive the cumulative first-half gain of South Korean stocks to around 100%, repeatedly setting new interim highs.
On the other hand, driven by multiple factors including corporate reforms, AI, and the upturn in the semiconductor industry chain, the Nikkei 225 has gained about 40% year to date, while the TOPIX has risen about 17%. Tech stocks have been the main driving force: for example, Advantest, a chip testing equipment manufacturer, has gained roughly 65% year to date, and Tokyo Electron, a chip manufacturing equipment maker, is up more than 120%.

TL;DR
· Citi upgraded Murata’s rating to Buy, raising its target price to JPY 15,000, implying approximately 39% upside from the June 26 closing price.
· The amount of MLCCs used on AI server single boards is about more than 5 times that of general servers; higher capacitance upgrades drive up ASP and profit margins.
· The base-case scenario does not include broad price increases; valuation is already above historical peak levels, and the main risks remain AI demand and the JPY exchange rate.
Citi upgraded Murata Manufacturing’s rating from Neutral to Buy and sharply raised its target price from JPY 3,900 to JPY 15,000, betting that AI servers will increase the per-unit value of MLCCs and their profit margins.

BlockBeats reported on June 30 that, according to GMGN monitoring, as the Solana ecosystem meme coin ANSEM continues to attract capital, its market cap set a new high again this morning by another $160 million. The narrative of “celebrity coins” involving crypto KOLs has warmed up once more. The meme coin TJR, created by the same Dev team, surged quickly after going live last night; its market cap briefly exceeded $28 million, before falling back to about $11 million. Over the past 24 hours, trading volume reached $22.2 million.
It is understood that TJR (X: _TJRTrades) is a well-known trader on X. Between May and mid-June, he interacted with and collaborated with Ansem through cooperation livestreams around Polymarket. Because TJR and ANSEM were deployed by the same Dev team, the market links the two to drive hype; combined with TJR’s public replies to the community, his promise of an airdrop, and his statement that he helped Ansem operate TikTok and discussed future collaboration directions, it further boosts FOMO sentiments in the market.

BlockBeats Message, June 30: According to Coinglass data, as Bitcoin has remained range-bound today, current funding rates on major CEXs and DEXs show that the market’s bearish sentiment is weakening. The specific funding rates are shown in the attached image.
BlockBeats Note: Funding rate is a fee set by cryptocurrency trading platforms to maintain balance between the contract price and the underlying asset price, and it is typically used for perpetual futures. It is a mechanism for exchanging funds between long and short traders. The trading platform does not charge this fee; it is used to adjust the cost or profit of traders holding the contracts, so that the contract price stays close to the underlying asset price.