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📰 Global Tech & Economy Daily Friday, June 26, 2026 | 2026年6月26日 ━━━━━━━━━━━━━━ 🐋 Crypto 1. $10.5B Bitcoin Options Expiry Today — Critical Market Reset Approximately $10.5 billion in Bitcoin options expire on Friday (June 26), with max pain at $74,000. With BTC trading around $59,500 — well below the pain point — Bitfinex analysts say this expiry will provide a decisive directional reset for the market. 2. U.S. CLARITY Act Enters Final Countdown The CLARITY Act, which would split crypto oversight between the CFTC and SEC, is scheduled for a Senate hearing on July 17. It needs 7 Democratic votes to pass before the August recess; failure pushes regulatory clarity to 2030. Bernstein has reclassified Coinbase as an "Everything Exchange" after it launched tokenized stocks, stock perps, pre-IPO contracts, and CFTC-regulated crypto derivatives. 3. EU MiCA Deadline Hits July 1 — Industry Shakeout Imminent The EU's Markets in Crypto-Assets Regulation (MiCA) transition period ends July 1, 2026, with no extensions. Only ~210 of 3,000 originally registered platforms have secured full authorization. Unlicensed firms will lose access to 450 million EEA users. Compliant platforms (Coinbase, Kraken, BBVA, Clearstream) stand to benefit. ━━━━━━━━━━━━━━ 🧠 AI 1. Google Faces Unprecedented AI Talent Exodus Google is hemorrhaging top AI researchers: Nobel laureate John Jumper is heading to Anthropic; legendary researcher Noam Shazeer is joining OpenAI; and Gemini core contributors Jonas Adler and Alexander Pritzel are also defecting to Anthropic. Investors are increasingly questioning Google's competitiveness in the foundation model race. 2. Mirendil Raises $200M Seed at $1B Valuation — One of AI's Largest Seed Rounds Mirendil, co-founded by ex-Anthropic researcher Behnam Neyshabur, closed a $200M seed round led by a16z and Kleiner Perkins, with NVIDIA participating. The startup is building "self-accelerating AI scientists" to drive iterative scientific research with artificial intelligence. ━━━━━━━━━━━━━━ 🌍 Macro 1. Fed Holds Rates Steady for Fourth Consecutive Meeting; Mortgage Rates Dip to 6.47% The FOMC kept the federal funds rate unchanged at 3.50%-3.75% in June, in line with expectations. The 30-year fixed mortgage rate has fallen to 6.47%, offering modest relief to homebuyers. 2. Iran-Israel Ceasefire Takes Effect; Oil Prices Drop to Pre-War Lows U.S. and Iranian presidents signed a ceasefire memorandum on June 17, targeting a formal end to the conflict within 60 days. Global oil prices have fallen to their lowest levels since before the war. However, Strait of Hormuz shipping remains near standstill, and Israel-Hezbollah clashes in Lebanon continue, leaving residual geopolitical risk. 3. U.S. Stocks Choppy; Rotation Between Chips and Megacaps Intensifies The S&P 500 hovered around 7,350 in tight range, while the Nasdaq logged four consecutive daily declines. Apple and Microsoft price-hike news weighed on tech sentiment. Micron's strong earnings fueled a chip-sector rebound, and small-caps (Russell 2000) outperformed large-caps — a clear sign of ongoing market-style rotation. ━━━━━━━━━━━━━━ Power by alphio.ai