根據 SemiAnalysis，Micron 的股價在 6 月 5 日（週五）暴跌 13%，創下自 2025 年 4 月以來最嚴重的單日跌幅，收在 864.01 美元。此次拋售是在一份報告傳出：Nvidia 已將其在 Vera Rubin 的下一代伺服器記憶體容量，從 55TB 下調至 28TB 之後發生。然而同一天，Nvidia 執行長 Jensen Huang 公開宣布，Micron 已與 SK Hynix 和 Samsung 一同取得 HBM4 認證——這是分析師先前曾質疑 Micron 是否能夠達成的一項重大肯定。 業界專家指出，該報告混淆了兩種不同的產品類別：模組化記憶體（SOCAMM DRAM）與高頻寬記憶體（HBM），而後者才是驅動 AI 伺服器需求的主要因素。根據 Barron's 與 Trendforce 的分析師表示，Nvidia 下調標準記憶體容量，可能反映了 HBM 生產的「擠出效應」（crowding out effect）——因為每一單位的 HBM 需要的晶圓產能約為標準記憶體的三倍。Trendforce 預測，這種置換效應將在 2027 年前進一步加劇，支

BlockBeats News, March 26 — According to SolanaFloor's report, the Solana Foundation announced an update to the participation requirements for the validator delegation program, with the new rules taking effect on May 1, 2026. The latest requirements mandate that validators must comply with fair transaction ordering rules, must not implement transaction censorship, and must meet stricter block time specifications while being subject to restrictions on Autonomous System Numbers (ASNs) and data center concentration to reduce centralization risks in network infrastructure.

The South Korean People Power Party has proposed canceling the 22% cryptocurrency capital gains tax scheduled to take effect in 2027, arguing that the current tax system is immature and could create unfairness, particularly affecting young investors. The party is concerned that strict taxation will lead to capital outflows, with $110 billion already having left the market, impacting market activity. The bill is still under review, and its passage remains uncertain. If passed, it could boost market confidence and attract more investors.

Gate News reported that on March 18, Kenya's Ministry of Finance released the draft "2026 Virtual Asset Service Providers Regulations" on Wednesday (March 15) and opened public consultation with a deadline of April 10. The draft was formulated based on the "Virtual Asset Service Providers Act" which took effect on November 4, 2025, and was drafted by a multi-agency working group involving Kenya's central bank and the Capital Markets Authority.