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According to Golden Ten Data on June 25, Kumar, a member of the Reserve Bank of India's rate-setting panel, stated that if global oil prices remain around $70 per barrel, India's economic growth this year could exceed 7%, higher than the current forecast by the Reserve Bank of India. Kumar noted that easing geopolitical tensions in the Middle East are expected to improve India's outlook, reducing risks to both inflation and growth. This reassessment stands in sharp contrast to about three weeks ago, when the Reserve Bank of India lowered its growth forecast for the year ending March 2027 to 6.6%, citing increased uncertainty due to Middle East conflicts. Kumar said that follow-up progress in peace talks between the US and Iran has eased concerns over oil supply from the Strait of Hormuz and may lead the Reserve Bank of India to revise its forecast within just one policy meeting. About 90% of India's oil demand depends on imports, making it highly sensitive to global energy price fluctuations. The Reserve Bank of India will release its latest forecasts at the next monetary policy review scheduled for August 5. Kumar indicated that the central bank may also lower its current inflation forecast for this fiscal year from 5.1% to within the 4% target at that time.

According to ChainCatcher, CryptoQuant analyst Axel Adler Jr. stated that Strategy preferred stock MSTR has fallen 78% from its peak, while Bitcoin is down 51% from its peak. The average holding cost for Strategy's 847,363 BTC is $75,651, with a total cost of $6.41 billion. The current BTC price has fallen below this cost line for the first time since the 2022 bear market. MSTR's additional decline relative to BTC has reached around 28 percentage points, close to the historical upper range but not yet touching the drawdown extreme of 89% at the end of 2022. Meanwhile, Strategy’s purchasing approach has clearly shifted to a defensive stance: its weekly BTC purchase volume has been cut by about two-thirds, and less than 11% of the $335.5 million raised through stock issuance has been used to buy BTC, with the remainder transferred to USD reserves. At the end of May, Strategy also carried out its first net selling since 2022, selling 32 BTC to pay STRC dividends. Adler pointed out that the main current risk lies in BTC staying below the $75,000 treasury cost line, which would block the ATM financing channel for additional issuances by squeezing the MSTR premium. However, almost all of Strategy’s debt is in convertible bonds, meaning there is no margin call risk; the baseline scenario involves the withdrawal of marginal buyers rather than a cascade of liquidations. The true pressure point would occur if the company shifts from selling stocks to systematically selling BTC itself to pay preferred stock dividends and debt interest.

BlockBeats news, on June 25, Chris Strazzeri, Financial Trading Manager at Moomoo Australia and New Zealand branch, stated: "Targeted sell-offs indicate that investors are exercising strict valuation discipline after a sustained and strong rally in AI-related and speculative growth stocks. This warns the market that actual earnings must now be raised to support the currently overestimated P/E ratios. The after-hours results released by Micron Technology basically prove this point, and its strong performance has boosted the overall market sentiment in the technology sector."