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Ethereum currently accounts for 87% of the stablecoin supply. (Cointelegraph)

1. Strategy CEO: Bitcoin is a regulated monetary freedom system; 2. Tether CEO: The AI industry faces multiple risks of capital misallocation, with profitability and investment cycles severely out of sync; 3. Opinion: The failure of BIP-110 is seen as a bullish signal for Bitcoin, once again validating the network consensus mechanism and governance resilience; 4. Vitalik: In the next 5 years, Ethereum will enter an era of streamlining, with quantum resistance and privacy as primary goals; 5. Analysis: The high compliance threshold of the UK FCA's crypto regulatory framework may become a key challenge for implementation; 6. US M2 surpasses 23 trillion dollars and continues to hit record highs, sparking debates about a “liquidity-driven bubble”; 7. Several US tech companies are tightening AI spending, with Tesla restricting employee AI usage expenses; 8. Revolut announces delisting of USDT at the end of August, signaling stricter compliance measures in Europe; 9. AI data center Crusoe plans to raise 3 billion dollars, with valuation possibly rising to 30 billion dollars.

BlockBeats News, July 5 — Micron is making an all-out effort to expand global production capacity to address the severe shortage of AI-driven HBM, DRAM, and NAND memory. The company expects tight supply to continue until after 2026, with new capacity gradually coming online starting in 2027, involving substantial overall investment. Details include: Heavy investment in the US · The Manassas plant in Virginia achieved 1α nm process mass production in May 2026. The $2 billion expansion project will quadruple DDR4 wafer supply, focusing on automotive, defense, and industrial sectors, with support from the CHIPS Act subsidy. · In Boise, Idaho, an investment of about $50 billion is underway to build next-generation plants, with groundbreaking completed. The first plant is expected to go into production in mid-2027. Recently, the company further increased total US investment to approximately $200 billion (manufacturing + R&D), including a new second fab. · The megafab project in Clay, New York, worth tens of billions of dollars, is steadily advancing, with plans for multiple wafer fabrication plants and a target of large-scale production around 2030. Simultaneous expansion in Asia · In early July, Hiroshima, Japan held a groundbreaking ceremony for a ¥1.5 trillion (about $9.3 billion) expansion focused on high-end HBM and other AI chips, with shipments expected around 2028. The Japanese government is providing substantial subsidies. · Singapore: Construction of a $24 billion advanced NAND wafer fab began in January, scheduled to start production in the second half of 2028. · Taiwan: Acquired the Powerchip Tongluo wafer fab for $1.8 billion, aiming to begin DRAM production in 2027. Micron emphasized that this capacity expansion is mainly to meet long-term demand and localize the supply chain, not for a short-term significant increase in consumer-grade supply. Analysts believe the overall DRAM/NAND shortage is unlikely to change in the short term, and prices remain supported. This round of global expansion is expected to significantly boost Micron’s production capacity and create tens of thousands of jobs. The company aims to produce about 40% of its DRAM in the US by around 2030. More updates will follow as AI demand continues to evolve.