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The Bank for International Settlements warned in its annual economic report that the AI spending frenzy by major tech companies could end in a prolonged investment downturn, impacting financial markets and the global economy. The five largest hyperscale cloud providers are expected to invest more than 1 trillion USD combined by the end of 2025 to 2026. If returns in the tech sector fall short of expectations, investors may quickly tighten financing. The Bank for International Settlements pointed out that household equity exposure is currently higher, so a significant correction in AI-related stocks would cause a severe shock to the real economy, and large-scale bond issuance by AI companies could threaten financial stability.

Due to President Trump's suppression of renewable energy, inflation, and local opposition, the annual newly installed capacity of onshore wind power is expected to continue declining until 2030. Analysts point out that the wind power industry is facing numerous uncertainties and is gradually losing ground to other renewable energies such as solar power, because solar not only has lower costs but can also be installed more quickly.

According to Farside data, since the launch of the US HYPE spot ETF this month, there has been a cumulative net inflow of $300 million. Of this, Grayscale's HYPG recorded a cumulative net inflow of $123.5 million, Bitwise's BHYP recorded a cumulative net inflow of $116.5 million, and 21shares' THYP recorded a cumulative net inflow of $60.2 million.