According to data from Polymarket, as reported by Odaily Planet Daily, the probability of Apple releasing a foldable iPhone before 2027 once rose to 86%, but is currently at 76%. Today, Sina Tech reported that a digital blogger revealed that Apple plans to begin mass production of the iPhone Fold and iPhone 18 Pro in July this year and release them simultaneously.

According to a market update report by Wintertermute, the current macroeconomic environment is undergoing a dual-driven process of deglobalization and structural reshaping by artificial intelligence, leading to a slow and difficult-to-trade adjustment phase in the market. Bitcoin is consolidating in the $64,000 to $67,000 range, failing to hold above $70,000 multiple times, reflecting a lack of market confidence. Ethereum has fallen below the psychological level of $1,900, with the next key support level at $1,600. The report points out that the Federal Reserve is no longer the sole force dominating the market. The continued structural impact of tariffs, the real-time disruption of industries by AI, and the coexistence of slowing growth and sticky inflation are weakening the effectiveness of monetary policy tools. The market is simultaneously pricing in two major structural themes: AI valuation reassessment—software moats are being re-evaluated, growth multiples are being compressed, and the intensity of hardware capital expenditure is being questioned; deglobalization—supply chain fragmentation continues, investment costs are rising, and geopolitical settlement risks are becoming a permanent feature of asset allocation. These two factors are jointly impacting the valuation premium of globally integrated, software-leveraged growth companies. Funds are flowing from growth stocks to value sectors, with gold, commodities, industrials, and defense outperforming technology. The crypto derivatives market is showing a lack of directional demand, with funding rates at multi-month lows, put option premiums continuing to rise, and open interest declining steadily since October. Institutional demand has not returned after Bitcoin prices stabilized, and trading desks are dominated by sell orders. A brief signal mid-week of selective buying of altcoins by high-net-worth clients quickly faded, and the market remains defensive, not ready to reward early position building. The report argues that the current narrative is converging into a macroeconomic shift, with crypto assets being sold off as the highest-beta growth assets. The sustainability of this shift will be the most critical issue for the crypto market in 2026.

According to BitcoinTreasuries.NET, the National Bank of Canada recently disclosed that it sold 1.04 million shares ($127.8 million) of Bitcoin treasury company Strategy, bringing its total holdings to 1 million shares ($122.7 million).

According to Odaily Planet Daily, Infini founder Christian posted a screenshot of a Visa encrypted card on X, stating, "Major update tomorrow, it's back," suggesting a possible relaunch of the encrypted card product. Infini was previously a leading project in the encrypted card market, but announced the discontinuation of Infini Card services last May.

According to Lookonchain monitoring, a whale deposited 7.35 million USDC into Hyperliquid to go long on NVDA and SNDK stocks. Currently, it holds 61,951 xyz:NVDA long positions (worth $11.94 million) and 2,920 xyz:SNDK long positions (worth $2 million), with 40,778 xyz:NVDA long positions (worth $4.53 million) pending execution.