A股液冷服务器板块震荡走高，英维克触及涨停，南方泵业涨超10%，圣阳股份、申菱环境、曙光数创等跟涨。

日本气象厅：今年夏季出现厄尔尼诺现象的概率为70%。

Market & Trading - CryptoQuant says bitcoin, ether rally driven by new long positions in perpetual futures - CME Bitcoin futures activity slumps to 14-month low as basis trade unwind drains institutional demand - 'It is decentralization theatre': Covenant AI exits Bittensor, TAO drops 15% Regulation & Policy - TD Cowen says White House stablecoin report unlikely to change hurdles for crypto bill, sees even tougher path ahead Corporate & Institutional Developments - AlphaTON Capital looks to raise $43 million to bolster Telegram's Cocoon AI infrastructure - Former SEC, JPMorgan exec Brett Redfearn joins Securitize as president - Tom Lee’s Bitmine uplists to NYSE with 4.8M ETH and $4 billion buyback authorization Technology & Ecosystem - Binance Wallet rolls out gas-free prediction markets via Predict.fun integration - Telegram's Pavel Durov touts TON's upgraded 'one second' transaction speed - Stablecoin FX nears 'institutional-grade' parity with bank rails in LATAM and East Africa: report Legal & Security - US Secret Service freezes $12 million in crypto tied to global fraud in Operation Atlantic - Binance's Changpeng Zhao claims U.S. crypto rivals 'paid millions' to block his pardon Industry & Commentary - World Liberty defends borrowing position on Dolomite, dismisses liquidation concerns as 'FUD' - Strategy's Michael Saylor says bitcoin likely bottomed near $60K, suggests quantum risk is overblown - Trump's Mar-a-Lago memecoin gala collides with correspondents’ dinner, raising attendance questions