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JPMorgan Forecasts AI Sector to Lose Lead as Market Returns Driver in H2
Woofun AI notes that JPMorgan Chase strategists, led by Mislav Matejka, assess that technology and artificial intelligence equities are unlikely to serve as the primary catalyst for market gains in the second half of the year. The team observes that selling pressure from momentum trades has largely dissipated, with semiconductor shares nearing oversold conditions. The report states that "as earnings momentum remains positive, this should help stabilize the related stocks." Strategists anticipate market leadership rotating toward a wider array of sectors and reiterate recommendations to purchase on price declines, citing elevated geopolitical tensions.

Coinbase Projects 700% Revenue Surge as Exchanges Race for AI Agent Wallet Infrastructure
Coinbase forecasts a potential sevenfold revenue increase from AI agent wallets, driving exchanges like Binance to build infrastructure. Despite legal ambiguities and fragmented protocols, securing this foothold is critical for future financial services d

Treasury Freeze Powers Target North Korean Crypto Theft
Senator Lummis proposes the CLARITY Act to grant Treasury preemptive freeze authority against illicit crypto flows, specifically targeting North Korea’s Lazarus Group and closing regulatory gaps exploited by state-sponsored hackers.

Gopax Installs AWS Veteran to Navigate GoFi Crisis
Streami appoints Kim Na-young as Gopax CEO to resolve the lingering GoFi repayment deficit triggered by the FTX collapse. The strategic hire aims to restore compliance with South Korea’s Financial Services Commission and rebuild eroded user confidence.

85% Liquidity Collapse: Why Prediction Markets and Perp DEXs Fail to Cross Domains
Hyperliquid, Polymarket, and Kalshi attempted cross-domain expansion into each other's core territories. Despite initial hype, user habits and liquidity failed to migrate, proving that deepening core strengths outweighs becoming an 'everything exchange.'