Cointime

韩国拟限制个股杠杆投资额上限20%，将优先关注7月31日起新规政策效果
7 月 28 日，韩国金融监管当局今日决定，若单一股票杠杆产品投资过热未能平息，将引入个人投资上限等追加监管措施。目前正在重点研究将个股杠杆投资额限制在全部金融投资产品投资额 20% 以内的方案。今日韩国金融委员会委员长李亿远在座谈会上表示，将优先密切关注 7 月 31 日起实施的强化基本预托金等补充方案的政策效果。李亿远同时表示，若需求未能充分平息，也将提前研究和准备追加措施。据悉，目前正在研究的方案是设定总量管理规则，将个人金融投资产品总投资额中个股杠杆比重限制在 20% 以内。例如，若金融投资产品投资额为 1 亿韩元，则最多只能将 2000 万韩元投入单一股票杠杆产品。

汇丰银行：高净值投资者加密配置降至 6%，但 45% 仍计划增持
7月28日，汇丰银行发布《Affluent Investor Snapshot 2026》报告对全球近 1 万名高净值投资者的调查显示，2026 年加密资产平均配置比例为 6%，同比下降 1 个百分点；但未来 12 个月仍有 45% 的受访者计划提高配置，40% 计划维持不变。新加坡和马来西亚投资者的加密资产配置分别为 5% 和 6%，均与上年持平；同期全球现金配置降至 19%，资金继续转向股票、黄金及另类投资。

Nanfang's double-long position in Hynix drops more than 30%
On July 28, according to Bitget market data, Nanfang's double-long position in Hynix fell more than 30%, and Nanfang's double-long position in Samsung Electronics dropped more than 27%.

A股半导体板块集体回调，存储芯片方向多股跌停
7 月 28 日，A 股三大指数震荡下挫，创业板指跌超 7%，深成指跌超 4%，沪指跌约 1.4%，科创 50 指数跌超 6%。算力硬件、煤炭、贵金属、半导体芯片等方向跌幅居前，沪深京三市下跌个股接近 3000 只。半导体板块持续走弱，存储芯片方向领跌。中际旭创成交额 380.04 亿元，跌 13.38%；新易盛成交额 253.54 亿元，跌 14.46%；兆易创新成交额 172.08 亿元，跌停 10%；东山精密成交额 139.51 亿元，跌停 10%；通富微电成交额 129.23 亿元，跌 9.99%；寒武纪成交额 111.87 亿元，跌 8.85%；澜起科技成交额 102.07 亿元，跌 8.13%；长电科技成交额 82.29 亿元，跌 5.57%。

Binance Spot将于7月30日上线U/USD交易对，并开放交易机器人服务
7月28日，据官方消息，Binance Spot将于北京时间2026年7月30日16:00（UTC8:00）开放U/USD交易对交易。同时，Binance将于同一时间为该交易对开放现货算法订单（Spot Algo Orders）交易机器人服务。

Spot gold’s intraday decline reaches 1%
On July 28, according to Bitget market data, spot gold’s intraday drop reached 1%. It is currently trading at $4,035.68 per ounce.

新加坡数字资产投资机构Psalion完成5000万美元新基金募资
7 月 28 日，新加坡数字资产投资机构 Psalion 宣布完成其迄今规模最大的风险投资基金募资，推出第三支基金，规模达 5000 万美元，旨在投资下一阶段区块链应用发展。该基金采用新加坡可变资本公司（VCC）结构，由 Conduit Asset Management Pte. Ltd.（CAM）管理，目标投资将区块链技术引入实体经济领域的早期项目，重点关注基础设施、中间件、贸易金融、现实世界资产（RWA）、稳定币以及去中心化金融（DeFi）等方向。Psalion 表示，该基金将主要投资 pre-seed 和 seed 阶段初创企业，并关注 Web3 基础设施在消费级应用中的落地，包括资产所有权、交易方式以及用户交互模式的变化。Psalion 管理合伙人 Tim Enneking 表示，过去加密市场代表一种投资理念，而传统金融体系则是其对立面，如今团队关注的是二者融合，即让 Web2 企业运行在 Web3 基础设施之上。

“Hug Face” open-source AI community files a $100 million compute lawsuit against OpenAI
On July 28, according to CCTV Finance and Economics, the so-called “Hug Face” open-source AI community recently suffered an incursion by an OpenAI agent. On July 26 local time, the “Hug Face” co-founder and CEO submitted two demands to OpenAI: first, to disclose the complete trajectory of the agent; second, to use $100 million worth of compute to support the open-source community. The incident also serves as a warning sign for security in the AI industry. Earlier this month, on the 21st, OpenAI admitted that one of its agents, during internal testing, had “gone out of control,” breaking through the isolation environment and independently infiltrating the “Hug Face” open-source AI community. In the end, the crisis was only resolved by seeking help from a Chinese open-source model.

Analyst: The ceasefire was a proactive move by the U.S., not Iran yielding to airstrikes
Alexx Vatchanka, a senior fellow at the Washington Institute for Near East Policy, questioned President Trump’s claim that “U.S. airstrikes over the past nearly two weeks forced Iran back to the negotiating table.” Vatchanka said he does not believe Iran would simply concede because of America’s military strikes. The message Iran has been conveying to the Trump administration is that time is on their side, and Iran can endure pain better than the U.S. So, “bring it on.” This is a risky gamble for Iran, but it is precisely the strategy they have been pursuing in recent weeks, and there has been no sign of any major change. Vatchanka added that U.S. officials and sources in Washington are, in fact, debating the effectiveness of the ongoing airstrikes on Iran, and many believe these strikes are no longer working. He believes this ceasefire looks more like a proactive U.S. initiative—meant to see whether diplomacy can be given another chance. (Jinshi)

Korean KOSDAQ Index triggers circuit breaker
On July 28, the Korean stock market’s KOSDAQ Index triggered a circuit breaker mechanism, with trading halted for 20 minutes.

Japan finance minister: currently does not consider repurchasing Japanese government bonds
On July 28, Japan’s Finance Minister Shunichi???? Koyama? ????, said that the relationship between the government and the Bank of Japan is normal and running smoothly, and monetary policy operations are left to the Bank of Japan to decide. Volatility in the bond market reflects geopolitical and financial factors, and Japan currently does not consider repurchasing Japanese government bonds.

Nvidia debt default protection costs hit the biggest single-day jump in history as $750 billion in AI deals sparks debt worries
On July 28, Nvidia’s cost of protection against debt default rose to a record on Monday, with the market concerned that a more than $750 billion AI infrastructure deal it is negotiating may increase the company’s obligations. ICE Data Services data showed that Nvidia’s five-year credit default swap price once rose by 14 basis points, to 82 basis points per year—its largest single-day increase since the related swaps became active trades in November of last year. Nvidia said last week that the scale of its cooperation with SK hynix’s parent company, SK Group, exceeds $500 billion. In addition, Nvidia is discussing providing up to $250 billion in guarantees for OpenAI to lease computing capacity for U.S. data center projects, and may provide $350 billion in financing for OpenAI to purchase its chips. Sal Naro, chief investment officer at Coherence Credit Strategies, said that the capital expenditures required to build AI infrastructure are enormous, and the bond market is facing a large influx of new supply. The market worries that opaque financing arrangements, off-balance-sheet transactions, and relationships between companies could lead to credit downgrades. Such financing typically requires investment-grade ratings, but companies such as OpenAI and Anthropic are still rapidly consuming cash. Guarantees provided by large enterprises can help AI infrastructure debt achieve higher ratings; previously, Broadcom had provided most of the credit support for a $35 billion chip financing transaction for Anthropic.

US stock STRC is up more than 2% in pre-market trading, while MSTR is up 2.31% pre-market
On July 27, according to market data from BIT (bit.com), US stock STRC is up more than 2% in pre-market trading, while MSTR is up 2.31% pre-market. In terms of the news, Strategy did not add to its bitcoin holdings last week. Its dollar reserves rose to $3.75 billion (up $525 million) and it spent $25 million to buy back STRC shares. So far, the company has gone three consecutive weeks without adding to its bitcoin holdings. However, during the same period, its dollar reserves have been increased by about $1.2 billion through selling MSTR stock and other methods, bringing the company’s dollar reserves to $3.75 billion.

Kong Jianping indirectly holds approximately 18.982 million shares of Changxin via the Yifang Changda Fund, with an unrealized gain of 44 times. The value of his holdings has risen to 940 million yuan
On July 27, according to publicly available market data, Nano Labs’ founder and chairman, Kong Jianping, indirectly holds approximately 18.982 million shares of Changxin Technology through the Yifang Changda Fund. Kong Jianping has subscribed capital of 21.34 million yuan in this fund. Based on Changxin Technology’s opening price today of 49.5 yuan per share, the indirectly held shares correspond to a market value of about 940 million yuan, which is approximately 44 times the amount of his subscribed capital.

Strategy has not bought additional Bitcoin for three consecutive weeks; U.S. reserves increase by $1.2 billion
On July 27, following Strategy’s official sale of 3,588 BTC on July 6 to pay dividends for digital credit securities, Strategy has not added any Bitcoin for three consecutive weeks. However, during the same period, U.S. reserves have been increased by $1.2 billion through the sale of MSTR stock and other measures. As a result, the company’s U.S. reserves have risen to $3.75 billion.

BTC falls below $65,000.00, now at $64,996.01
BTC falls below $65,000.00, current price is $64,996.01. Market volatility—Cointime reminds investors to manage risk carefully.

Cointime Today’s News:
1. Brent crude oil intraday decline expands to 8.77%
2. US stock index futures continue to rise; Nasdaq 100 index futures up 1.6%
3. US stock optical communications concept shares surge in pre-market trading; Lumentum and Mavenir both up more than 3%
4. US stock memory chip shares collectively rise in pre-market trading; SK Hynix up 6%, SanDisk up more than 4%
5. Changxin Technology closes up 465.82% on its first day of listing
6. After Storj announces bankruptcy, the coin price continues to fall for consecutive sessions, down 15% in 24 hours
7. South Korean stocks close up nearly 1%; SK Hynix up 3.24%

Iran says it has not resumed talks with the United States, only receiving information through mediators
On July 27, Iranian Foreign Ministry spokesperson Bagheri stated that the mediators have conveyed information from the United States to Iran, but Iran is currently not holding negotiations with Washington. Bagheri also said that Iran has not requested to resume talks with the United States. (Jinshi)

Iran Foreign Ministry Spokesperson Baghaei: the Strait of Hormuz remains closed
On July 27, Iranian Foreign Ministry spokesperson Baghaei said: there is no change in the situation in the Strait of Hormuz; the strait remains closed. (Jin10)

Hyperliquid testnet adds stars feature, deployers can create whitelisted DEXs for trading
Rajiv Patel-O’Connor posted on X stating that Hyperliquid’s testnet has observed a new feature called stars. This feature allows deployers to create DEXs authorized via HIP-3 address whitelists for trading. The current testnet whitelist limit is 10,000 addresses. Addresses not on the whitelist can only submit reduce-only orders or add funds to an account.