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In the bank's more optimistic scenario, hyperscale cloud service providers, AI model developers, and enterprise clients enhance their ability to monetize AI investments, thereby driving stronger revenue and profit growth. A less favorable outcome would be that semiconductor companies continue to outperform, but at the expense of their largest customers (including hyperscale cloud service providers and AI model developers). Although the bank acknowledges these risks, it states that its core view remains aligned with the more optimistic scenario.

According to Odaily, CryptoQuant stated that the amount of Bitcoin, Ethereum, and altcoins flowing into exchanges has recently risen significantly. Historically, this pattern often signals that the crypto market is about to enter a period of higher volatility. Julio Moreno, Head of Research at CryptoQuant, pointed out that on June 30, the number of Bitcoin flowing into exchanges was close to 49,000 BTC, which is an exceptionally rare and extreme level. There have only been four similar single-day deposit peaks of nearly 50,000 BTC earlier this year, and these peaks were typically followed by a dramatic increase in price volatility and clear directional trends. The report believes that, given the current inflow levels, the market is absorbing a large amount of Bitcoin being transferred to exchanges. As transfers into exchanges usually imply potential selling pressure, position adjustments, or increased demand for derivatives margin, this could trigger more severe price volatility. CryptoQuant also pointed out that the number of Ethereum and altcoins flowing into exchanges is also rising, indicating that the pressure is not limited to Bitcoin, but is spreading to the broader crypto asset market. Overall, the surge in exchange deposits may signal that there will soon be larger short-term market moves.

Odaily reported that Sui posted on X that this week’s highlights include ensuring data privacy, expanding decentralized capital markets, and welcoming new teams to the network development pipeline. LoquaApp launched a privacy-first AI agent messaging app on Sui, allowing users to send messages in chats, interact with AI agents, and conduct peer-to-peer token transfers; RipStationxyz deployed rated Pokémon card trading on Sui for on-chain transactions and physical redemption; suidevelopers held a technical meeting, where kostascrypto and abhinavg6 explained the cryptography behind protocol-level confidential transfers; 0xfluid chose Hashi build to create an institutional-grade Bitcoin lending market, enabling native BTC to be used as collateral through formally verified contracts on Sui; realtbook collaborated with paga to create compliant financial bridges, offering tokenized real-world assets for African consumers and businesses; six early-stage teams—AssetoFinance, audricai, gendotpro, kash_bot, predikt_gg, and transact_sh—completed the third phase of the Sui Hydropower Fellowship; tradeonhudi announced the upcoming launch of 24/7 leveraged Asia-Pacific stock perpetual contracts targeting the South Korean, Japanese, and Hong Kong markets; Turbos_finance released its Q2 2026 report, having launched CLMM and previously achieving single-day SUI-USDC trading volumes exceeding $17 million, making it the highest-volume AMM DEX. The upcoming Sui Tunnels experiment will soon open for system testing of the network TPS upper limit under load.