📰 BlockBeats Daily Report 2026-07-27 | 11 articles in total
1. NFT card-draw narratives are making a comeback: FWA’s market value surged 800x in a week to reach $38.8 million, overtaking Collector Cards on a different curve.
2. The AI supply chain upgrades from racing for GPUs to locking in memory: SK+NVIDIA at $500 billion, Samsung+Broadcom at $200 billion (about a $700 billion framework). HBM4 and advanced packaging capacity have been secured early.
3. Memory chips keep rising in Q3: Bank of America survey suggests DRAM contract prices up 30–40% quarter-over-quarter; Citi says NAND inventory is only 2.6 weeks. AI agents are boosting CMX demand.
4. Memory interface chips reap the MRDIMM dividend: Lantian, Renesas, and Rambus together take 90% of the share. The TAM in 2030 could be nearly $20 billion.
5. On-chain price discovery vs. spot market open: ChangXin Technology’s STAR Market listing opened at RMB 49.5. TradeXYZ perpetual contracts were only 3% apart after advancing 1 minute early.
6. NVIDIA shifts from selling chips to providing credit guarantees: it’s reported that NVIDIA may offer $250 billion in financing guarantee support for OpenAI’s 10GW data center in Ohio.
7. MiniMax valuation correction: Goldman Sachs’ 12-month target price is HKD 860, 331.5% above the current price. The bet is on M3 call volume and H3 multimodal product launches.
8. Pricing contradiction ahead of the Fed’s July meeting: CME FedWatch showed the probability of a rate hike temporarily above 35%, while the 30-year U.S. Treasury yield hit the highest level since 2007.
Tags: $NVDA #BlockBeats
Data source: BlockBeats original daily report
1. NFT card-draw narratives are making a comeback: FWA’s market value surged 800x in a week to reach $38.8 million, overtaking Collector Cards on a different curve.
2. The AI supply chain upgrades from racing for GPUs to locking in memory: SK+NVIDIA at $500 billion, Samsung+Broadcom at $200 billion (about a $700 billion framework). HBM4 and advanced packaging capacity have been secured early.
3. Memory chips keep rising in Q3: Bank of America survey suggests DRAM contract prices up 30–40% quarter-over-quarter; Citi says NAND inventory is only 2.6 weeks. AI agents are boosting CMX demand.
4. Memory interface chips reap the MRDIMM dividend: Lantian, Renesas, and Rambus together take 90% of the share. The TAM in 2030 could be nearly $20 billion.
5. On-chain price discovery vs. spot market open: ChangXin Technology’s STAR Market listing opened at RMB 49.5. TradeXYZ perpetual contracts were only 3% apart after advancing 1 minute early.
6. NVIDIA shifts from selling chips to providing credit guarantees: it’s reported that NVIDIA may offer $250 billion in financing guarantee support for OpenAI’s 10GW data center in Ohio.
7. MiniMax valuation correction: Goldman Sachs’ 12-month target price is HKD 860, 331.5% above the current price. The bet is on M3 call volume and H3 multimodal product launches.
8. Pricing contradiction ahead of the Fed’s July meeting: CME FedWatch showed the probability of a rate hike temporarily above 35%, while the 30-year U.S. Treasury yield hit the highest level since 2007.
Tags: $NVDA #BlockBeats
Data source: BlockBeats original daily report