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Odaily reported that CryptoQuant analyst Darkfost posted on X stating that the current ratio of total Memecoin market capitalization to the total Altcoins market capitalization has dropped to 3.7%, the lowest level since February 2024. Data shows that during the Memecoin boom in November 2024, this ratio once exceeded 10%; it has now fallen back to 3.7%, indicating that the proportion of Memecoin within the Altcoins market has dropped significantly.

BlockBeats news, on July 5, Serenity cited UDN Money reporting that the research institution SemiAnalysis has sparked market controversy due to a series of operations. In June this year, SemiAnalysis released a research report, predicting a bearish outlook on the optical communication sector based on factors such as the low yield rate of CPO (Co-Packaged Optics) technology and potential delays in product launch, leading to a sharp decline in the stock prices of related sectors. Subsequently, the institution partnered with Tema ETFs to launch an optical communication-themed ETF. It is worth noting that companies such as Himax Technologies and Lumentum Holdings, which were prominently downgraded in the SemiAnalysis report "Powered Down, Lights Off," were included in the ETF's portfolio after the pullback in the optical communication sector, prompting market discussion about the institution's "talking down first, then including in their portfolio" behavior.

According to Odaily, Michael Saylor posted on X stating that strong consensus is Bitcoin's immune system. Transaction fees set the price for block space, nodes formulate policies, miners build blocks, and holders allocate capital. Protocol changes must achieve overwhelming unanimity, so bad ideas will fail before they become harmful protocol changes through intervention.