The TEM AI Infrastructure Growth Index has dropped 16% over the past month, while several executives at bitcoin mining and related infrastructure companies have disclosed stock sales or equity awards. At TeraWulf, Beowulf E&D Holdings, managed by chairman and CEO Paul Prager, sold 275,000 shares on June 29 at an average price of $26.596, generating about $7.3 million. Since late March, Prager and entities he manages have sold about 1.59 million TeraWulf shares for roughly $32.7 million in total proceeds. The company also said on July 6 that it reached a 20-year AI infrastructure lease agreement with Anthropic, which it expects to generate about $19 billion in contract revenue during the initial term and support about 401 megawatts of critical IT load. Elsewhere, Cipher Digital CEO Tyler Page filed to sell 112,500 CIFR shares on July 8, valued at about $2.38 million. Riot Platforms CEO Jason Les sold 175,000 shares in May worth about $4.2 million, then sold another 250,000 shares on June 22 valued at $7.03 million. Core Scientific chief legal and administrative officer Todd DuChene filed on July 6 to sell 140,000 shares worth $3 million. IREN’s board also approved grants of 9,099,328 restricted stock units each to co-CEOs William Roberts and Daniel Roberts on June 30.

Coinglass data indicates that Ether could face heavy liquidation pressure on both sides of the market at key price levels. If ETH rises above $1,889, cumulative short liquidation intensity across major centralized exchanges would reach $718 million. On the downside, if ETH falls below $1,710, cumulative long liquidation intensity across major CEXs would total $551 million. The figures were cited in a ChainCatcher market update. The report points to two clear price thresholds where liquidation pressure may build quickly, with short positions concentrated above the upper level and long positions exposed below the lower level. No additional market context or timing beyond the data snapshot was provided in the source.

Coinglass data points to two key Bitcoin liquidation levels on major centralized exchanges. If BTC rises above $67,030, cumulative short liquidation intensity could reach $769 million. On the downside, if BTC falls below $61,090, cumulative long liquidation intensity could hit $687 million. The figures highlight concentrated liquidation pressure around both price thresholds, based on data cited by ChainCatcher. This is a brief market snapshot rather than a broader trend call, and the source did not provide extra context beyond the two liquidation scenarios and their estimated sizes.

The European Union’s transition period for Crypto-Asset Service Providers under MiCA ended on July 1, meaning crypto trading platforms without the required CASP authorization are, in principle, no longer allowed to keep serving users in the bloc. The change moves MiCA from a transition setup into active enforcement and redraws the compliance map for exchanges operating across the EU. The framework does not rely on a single catch-all exchange license. Instead, MiCA breaks crypto services into 10 categories, labeled a through j, covering custody, trading platform operations, fiat-to-crypto exchange, crypto-to-crypto exchange, order execution, placement, order transmission, investment advice, portfolio management, and transfer services. Separate from those service codes, MiCA groups firms into Class 1, Class 2, and Class 3 for minimum capital purposes, with thresholds of €50,000, €125,000, and €150,000. According to the article, ESMA’s register as of July 3, 2026 lists 279 authorized CASP entities. Around 222 can provide trading-related services such as exchange or order execution, but only 18 entities hold the key b-type authorization that allows operation of a crypto-asset trading platform. Firms listed in that group include OKX, Gate.io EU, Kraken, Bitstamp, Revolut Crypto, Bitvavo, One Trading, and others. Many large platforms, including Coinbase, Bybit EU, Crypto.com, Gemini, KuCoin EU, Robinhood Europe, and eToro Crypto, are shown mainly under Class 2 rather than the narrower group holding trading-platform permission.

Goldman Sachs said in a July 5 management meeting note on Circle Internet Group that USDC is expanding well beyond its original role as a crypto trading tool. According to the note, Circle sees stablecoins evolving into core infrastructure for cross-border payments, e-commerce, capital markets settlement, and AI agent payments. Management argued that stablecoin growth is no longer tied closely to crypto market cycles, pointing instead to broader utility across payments and financial services. Circle identified network effects, deep global liquidity, and regulatory infrastructure as its main competitive strengths. It also drew a sharp distinction between stablecoins and tokenized deposits, saying the two serve different architectures: one open and internet-native, the other tied to bank balance sheets. The company also highlighted three strategic products — Arc, Circle Payments Network, and Agentic Stack — as part of its push to become a broader internet finance platform. Goldman assigned Circle a Neutral rating with a $96 price target. The source text noted that against a share price of $64.62, that implies roughly 48.6% upside. At the same time, the report said Circle’s profit profile remains closely tied to interest income from reserve assets, leaving earnings exposed if rates fall.

Serenity, known on X as the "white-haired stock god," said a supply-chain report on Boston Dynamics published by IBK Research last month could push institutions to reassess humanoid robotics valuations. The report said Boston Dynamics is only expected to reach annual production capacity of 30,000 units by 2028, while total capacity across Chinese robot makers could hit 100,000 units by the end of 2026. Serenity argued that gap may be large enough to trigger a repricing of the sector. The post also mapped out the competitive field by region. In the U.S. camp, Serenity listed Tesla, Figure, Apptronik and Agility Robotics, while noting that Boston Dynamics is controlled by South Korea’s Hyundai Motor Group. In China, the companies named were Unitree Robotics, Fourier Intelligence, AgiBot, UBTech and XPENG Robotics. European names included Neura, Pal Robotics, Wandercraft and Oversonic. IBK Research projected Atlas shipments at 11,290 units in 2028, rising to 20,000 in 2029, 30,000 in 2030, 40,000 in 2031 and 50,000 in 2032. Serenity disputed that linear path, saying the real ramp is more likely to follow an S-curve, with Atlas shipments reaching 15,000 to 20,000 in 2028, 40,000 to 70,000 in 2029 and 90,000 to 140,000 in 2030.

Coinbase CEO Brian Armstrong said in a post on X that many mainstream media reporters can no longer be trusted to convey the truth, arguing that founders should seek out journalists they trust and spend more time speaking through direct channels or newer media outlets, even if that means bypassing traditional media entirely. According to Techub, the comment reflects growing tension between the technology sector and mainstream media. The outlet said more founders in recent years have shifted toward direct distribution channels such as social media, podcasts, and newsletters instead of relying on legacy editorial gatekeeping to reach the public. The remarks center on how company leaders communicate with audiences and the role traditional media now plays in that process.

DefiLlama data cited by BlockBeats showed that NOXA.Fun, a launchpad on Robinhood Chain, recorded $2.33 million in protocol fees over the past day. Pump.fun posted $575,500 over the same period. Based on those figures, NOXA.Fun generated roughly four times Pump.fun’s daily protocol fees. The report also said NOXA.Fun serves as the launch platform for CASHCAT. Its cumulative number of active user addresses has reached 248,562. No additional details were provided in the source beyond the fee comparison, chain affiliation, and user address count.