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BlockBeats news, on July 5, Serenity cited UDN Money reporting that the research institution SemiAnalysis has sparked market controversy due to a series of operations. In June this year, SemiAnalysis released a research report, predicting a bearish outlook on the optical communication sector based on factors such as the low yield rate of CPO (Co-Packaged Optics) technology and potential delays in product launch, leading to a sharp decline in the stock prices of related sectors. Subsequently, the institution partnered with Tema ETFs to launch an optical communication-themed ETF. It is worth noting that companies such as Himax Technologies and Lumentum Holdings, which were prominently downgraded in the SemiAnalysis report "Powered Down, Lights Off," were included in the ETF's portfolio after the pullback in the optical communication sector, prompting market discussion about the institution's "talking down first, then including in their portfolio" behavior.

According to Odaily, Michael Saylor posted on X stating that strong consensus is Bitcoin's immune system. Transaction fees set the price for block space, nodes formulate policies, miners build blocks, and holders allocate capital. Protocol changes must achieve overwhelming unanimity, so bad ideas will fail before they become harmful protocol changes through intervention.

BlockBeats News, July 5th, according to Korean media, the Bank of Korea has warned that a single-stock leveraged ETF linked to Samsung Electronics and SK Hynix could further exacerbate market concentration, amplify market volatility, and strengthen one-way trading fund flows. The Bank of Korea stated in a written reply to National Forces Party lawmaker Park Sung-hoon: "Considering that Samsung Electronics and SK Hynix account for more than half of the total market capitalization and trading volume of the Korean stock market, expanding the scale of single-stock leveraged ETF investments could further exacerbate market concentration." The Bank of Korea indicated that as fund flows increase due to changes in corporate performance or market expectations, such products could amplify one-way trading. Furthermore, once the market experiences a pullback, losses for retail investors could be further magnified, and ETF redemptions or portfolio rebalancing could also exacerbate related stock price fluctuations. According to Yonhap News Agency, the Bank of Korea plans to enhance monitoring of the impact of single-stock leveraged ETFs on the stock market and the financial system.