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Foresight News reported that DeFi researcher Ignas commented on Vitalik Buterin’s previously released “Simplified Ethereum” roadmap, stating, “If the Ethereum Foundation can deliver on time, I am bullish on ETH. This roadmap is very attractive, as it addresses most key demands previously raised by the community, including L1 reclaiming execution from L2, privacy protection, quantum resistance, and second-level finality. However, the tokenomics issue has not yet been addressed.” He also pointed out that the most highly anticipated parts of the roadmap will materialize after 2028, with the finality target set for 2029. If the Ethereum Foundation’s (EF) delivery schedule is delayed and the bear market continues, it could potentially be negative for the price of ETH, as competing projects such as Tempo and Canton are challenging Ethereum in the fields of real-world asset (RWA) adoption and institutional adoption.

BlockBeats News, July 5th - In its latest report, Nomura Securities believes that the core contradiction in the current global storage industry is still a serious supply shortage, and the AI-driven structural demand growth has not peaked yet. Recently, investors' concerns about oversupply have been significantly overblown, and the market's overly reactive response may provide a window for the storage sector to reevaluate its valuation. In the report, Nomura Securities bluntly stated that market concerns have been greatly exaggerated. The semiconductor investment-to-actual capacity conversion cycle is extremely long, with South Korea's investment plan of up to 48 trillion Korean won taking at least 5 to 10 years to translate into actual capacity. Furthermore, the high-profit HBM (High Bandwidth Memory) is squeezing general storage capacity, leading to a severe supply shortage in the market. Nomura Securities emphasized that Meta's decision is by no means a turning point for the reduction of AI-related hardware demand. Instead, due to the current shortage of computing power, resulting in a rising trend in single Token prices, Meta's computing power entry into the market is expected to help stabilize Token prices downward.

ChainCatcher reports, according to Coinglass data, the current Cryptocurrency Fear and Greed Index is 24, up 3 points from yesterday. The 7-day average is 17, and the 30-day average is 16.