After Bitcoin broke out, it lifted the altcoins broadly;
$NEAR (+23%), $ARB, $UNI, $APT, $WLD,
$ONDO , and
$INJ all recorded double-digit gains. Key things to watch: NEAR’s rise is driven by the integration of a
#Near Intents cross-chain exchange service tapping into Zcash traffic;
#ARB /
#UNI are catching up as leaders in DeFi, which fits the “altcoin season” pattern.
Chainlink $LINK announced a partnership with Infosys, an Indian IT giant (Infosys serves 1.7 billion accounts).
The American Reserve Modernization Act of 2026 passed the House Financial Services Committee; it aims to establish strategic Bitcoin reserves as a permanent mechanism and requires all federal agencies to disclose their digital asset holdings.
DWF Labs transferred 30 million $ORBS (about $1.25 million) to Bithumb;
#ORBS fell 9% over 24 hours.
AI main theme: Zhipu $zhipu and MINIMAX surged sharply, reflecting the market’s craze for domestically developed large models, but the moves are volatile—chasing gains carries high risk.
Gold $xau is being pressured in the short term by interest-rate hikes; however, safe-haven demand plus central-bank gold buying provides support. Pullbacks to $4,100–$4,150 are a zone for phased entries.
Real estate: A cluster of new Shanghai property-market policies has rolled out, and expectations for a turnaround in the property-chain downturn are warming up.
$SPCX: Starship successfully entered orbit, and the stock is strong.
On Monday, AI hardware was sold off hard (slower $OpenAI training + elevated U.S. Treasury yields). $ARM fell more than 8%, Qualcomm dropped more than 7%, and Intel/SK Hynix fell more than 5%. The AI narrative is moving into a differentiation phase: hardware (Nvidia) is being supported by buybacks, but slower $OpenAI training has raised doubts about the sustainability of overall AI capital expenditures.
However, before the open, storage-chip stocks generally rose (SK Hynix +1.3%, Micron $MU +1.56%). Catalysts: #SK Hynix’s Solidigm is planning a U.S. IPO (valuation of $150 billion); TSMC may build a second plant in Texas (up to six advanced wafer fabs).
$SOXS (short semiconductors): The semiconductor sector may rebound short-term, but the medium-term outlook is capped by cooling AI narrative sentiment. Consider shorting opportunities toward the end of any rebound.
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