金色财经_

Analysts believe this week's meeting is Wash's first credibility test in office, with the market focusing on whether he will defend the Federal Reserve's independence. Although Trump hopes to cut interest rates while maintaining independence, some investors worry that if Wash does not send a strong signal on inflation, the bond market could become uncontrollable. April CPI year-over-year increased by 4.2%, the fastest pace in over three years; if he is perceived as attempting to change the 2% inflation target, yields may rise and suppress the economy. The US-Iran peace agreement may ease fuel price pressures, but it will take time to transmit to consumers.

Analyst Weller states that the June Federal Reserve meeting is expected to keep interest rates at 3.50%–3.75%, with SEP, dot plot, and press conference content potentially significantly reshaping market expectations for the future path. If the dollar breaks through 99.50 and emphasizes independence, it may rebound to around 100.50; if more cautious and vague about independence, the dollar could fall below 99.50 and approach the 50-day moving average at 99.00.

Golden Finance reports that on June 18, according to PeckShield monitoring, the address of the UXLINK attacker exchanged approximately 14.6 million DAI for 8,298.6 ETH.
Subsequently, the attacker deposited 8,340 ETH into TornadoCash and bridged 2.64 ETH (about $4,630) from Ethereum to a BTC address.
The attacker currently still holds 10.54 million DAI.

Golden Finance reports that on June 18th, the spot gold price increased by 1.05%, reaching $4,376.34 per ounce.

Golden Finance reports that on June 18, U.S. President Trump said on the 17th that the U.S.-Iran Memorandum of Understanding may be signed on the 18th or 19th. (Xinhua News Agency)

Golden Finance reports that Trump defended the US-Iran agreement after the conclusion of the G7 summit in France, stating he does not want the Middle East war to continue and trigger an economic disaster, and he said he does not want to become another Hoover, warning that escalating conflict could replay the 1929 stock market crash and the Great Depression.

Golden Finance reports that the market shows BTC breaking through $66,000, currently trading at $66,021.5, with a 24-hour increase of 0.36%. Market fluctuations are quite large; please exercise risk management.

On June 18, gold prices edged up slightly as investors awaited the Federal Reserve’s new chair, Wōsh, for his first policy decision and watched the details of the U.S.-Iran peace agreement. If the $4,300 support holds firm, gold could rise to $4,350; if it breaks, it may fall back to the $4,200–$4,250 range.

Golden Finance reports that on June 17th, SpaceX's decline widened to 6%.

Trump says European allies have promised to assist in clearing the Strait of Hormuz to ensure safe and smooth navigation, but did not specify which countries. He said that countries with relevant equipment have indeed offered help, and all allies will participate. It would be good if mine-sweeping ships could be provided; however, it will still take some time for oil tankers to return to pre-war levels.

BitGo announces a $50 million stock buyback plan, representing approximately 8% of the circulating shares, which can be conducted through open market, private negotiations, and block trades, among other methods. The plan takes effect immediately with no fixed expiration date. The buyback news caused the stock price to surge by up to 20%, but since going public in January this year, the stock price has still fallen about 65%, currently around $6.07, reflecting weakened sentiment toward digital asset-related stocks.

EarnOS has completed a $6 million Pre-A funding round, led by 1kx, with participation from Coinbase Ventures, Circle Ventures, and Social Graph Ventures; it also received a $12.5 million non-dilutive strategic investment from Verona (formerly XION) over a four-year period, to support application validation, user onboarding, and reward distribution. The company announced a rebranding, with the L1 network providing underlying support to enable large-scale user authentication and task incentives.

Golden Finance reports that on June 17, the decline of SpaceX widened to 5%.

Golden Finance reports that spot gold has broken through $4,350 per ounce, rising 0.46% intraday.

Golden Finance reports that on June 18, WTI crude oil fell below $74 per barrel, hitting a new low since March 4, with a daily decline of 2.35%. (Jinshi)

Golden Finance reports that on June 18, Gray Research released a report stating that the fair value of the AAVE token could rise to approximately $175 within a year, with the current price of $75 being undervalued. The report points out that DeFi protocols have generated nearly $25 billion in fees since 2023 and have become an asset class that produces real income. Gray categorizes crypto assets along a spectrum from pure commodities to cash flow-driven assets, with AAVE, UNI, and SKY being closer to cash flow assets.
The report notes that Aave's protocol revenue has increased more than 6.6 times over the past three years, with an operating profit margin of about 50%. The report estimates that Aave will earn approximately $60 million in revenue by 2026, and using a 20-25x P/E ratio typical of fintech companies, the current fair value market cap is $1.2-1.5 billion, corresponding to a token price of $80-100. If clearer regulation accelerates the adoption of tokenized assets, AAVE's fair value within a year

Golden Finance reports that the market shows BTC has fallen below $64,000, currently at $63,991.17, with a 24-hour decline of 2.88%. The market is highly volatile; please exercise risk management.

Golden Finance reports that on June 17th, Citigroup analysts wrote that the Central Bank of Brazil may cut interest rates today while strengthening its guidance towards a tighter policy. It is expected that the Central Bank of Brazil will lower the Selic rate from 14.5% to 14.25%, but sticky inflation may pose an obstacle. Citigroup expects the bank to stop cutting rates in September, at which point the Selic rate will reach 13.75%. Against the backdrop of inflation above the 3% target, Citigroup stated: "We expect the monetary authorities to upgrade their tone towards tightening in their communication." Citigroup analysts anticipate that the Central Bank of Brazil will adopt more data-driven strategies. The Brazilian real appreciated 0.5% against the US dollar.

Golden Finance reports that on June 17th, Western Digital rose over 6%, leading the storage concept stocks, Seagate Technology and Kingston Technology rose over 4%, Rambus increased nearly 3%, and Micron Technology rose over 2%.
On the news front, Morgan Stanley's research report pointed out that the upcycle in the HDD industry is lengthening, with shortages more severe than previously expected, and suppliers' pricing willingness is much stronger than the market perceives. The firm raised Seagate's target price from $767 to $1,035, and Western Digital's target price from $488 to $650; if pricing reaches an extremely optimistic scenario, both companies' EPS could potentially achieve about a 10-fold increase between CY25 and CY28. Additionally, TD Cowen significantly raised Micron Technology's target price from $660 to $1,500, based on two main reasons: re-evaluation of the pricing cycle and a surge in structural demand.

Golden Finance reports that on June 18th, the South Korean KOSPI Index broke above 9,000 points for the first time, rising over 1% intraday, with a total increase of over 110% so far this year. (Jinshi)