According to BlockBeats, on June 24, Bitget data showed that spot gold fell below the $4,000/ounce mark for the first time since November last year, a drop of about $1,600 from the historical high of $5,596/ounce reached this year.

According to BlockBeats, on June 24th, Geoff Kendrick, Head of Digital Asset Research at Standard Chartered Bank, initiated coverage of the decentralized lending protocol Aave, predicting that AAVE could rise to $3,500 by the end of 2030, a roughly 50-fold increase from its current level of around $70. Kendrick stated that Aave has recovered from the market turmoil following the April cyber theft, and with assets beginning to flow back to the platform, the protocol appears to have recovered from the incident and is expected to maintain its dominant position in the on-chain lending market. In April, the collapse of KelpDAO's rsETH bridge impacted DeFi, as attackers used approximately $290 million worth of stolen tokens as collateral to lend real assets on Aave, resulting in a potential loss of up to $230 million for Aave and triggering depositor withdrawals.

Kendrick likens Aave to an automated, blockchain-based bank with no employees and no discretionary decision-making. He states that Aave held approximately $75 billion in deposits at its peak in October 2025, a figure that would place it among the top 30 banks in the US banking sector. Looking ahead, Kendrick predicts that the value of tokenized assets actively used in DeFi applications will grow 37-fold by the end of this decade. Because Aave's revenue model is highly correlated with lending and deposit activity, Standard Chartered expects the protocol's growth to directly translate into an increase in the AAVE token value.

The report also points out that the potential restart of Aave's token buyback program could be a further catalyst. Aave's Horizon program, designed to support lending using tokenized RWA as collateral in a permissioned environment, could help attract traditional financial institutions and accelerate adoption.

According to BlockBeats, Micron Technology (MU.O) will release its third-quarter fiscal year results after the US stock market closes on Wednesday, June 24. Prior to the earnings release, Micron's stock price had surged more than sevenfold over the past year, pushing its market capitalization above $1 trillion. The market expects Micron's stock price to fluctuate by approximately 14% after the earnings report, corresponding to a market capitalization change of over $150 billion. This surge is primarily driven by AI demand fueling a severe shortage of memory chips, leading to a collective rise in memory stocks such as Micron, Samsung, and SK Hynix. For the third fiscal quarter ending in May, the market consensus expects Micron's revenue to increase by 279% year-over-year to $35.3 billion, with adjusted earnings per share rising from $1.91 to $20.28. Given the company's rapid growth, investors may focus not only on the completed quarter's performance but also on its guidance for the fourth fiscal quarter.

Analysts currently expect Micron's fourth-quarter revenue to be $42.5 billion, with adjusted earnings per share of $24.80. If the company provides significantly better-than-expected guidance again, the stock price could continue to rise; however, at current valuation levels, any key metrics falling short of expectations could trigger a significant pullback. Profit margin is also a core variable. Micron's second-quarter gross margin reached 74.4%, higher than 36.8% in the same period last year and 56% in the first quarter. The company previously projected a third-quarter gross margin of 81%. If the fourth-quarter gross margin continues to rise, it would indicate that the storage pricing environment is still strengthening.

Furthermore, the market will be watching whether management continues its assessment that "the tight supply of data center and AI-related storage will persist beyond 2026." Micron previously stated that for some key customers, the company can only meet 50% to two-thirds of their needs in the medium term.