1. US chip stocks fall, Philadelphia Semiconductor Index drops about 5%
2. Ondo abandons the independent blockchain route and launches a new execution network: building an architecture for “exchange-level performance on-chain”
3. The “decentralizing middlemen” narrative in the crypto industry is reversing: stablecoins, RWA, and ETFs are spawning new financial intermediaries
4. The US Senate may push for a vote on the CLARITY bill this week; the 60-vote threshold is the biggest obstacle
5. The US and Iran pause hostilities, sending a diplomatic signal; oil prices fall as Trump heads to Michigan to discuss the economy
6. Glassnode: BTC rebounds to $65,000, but remains trapped in a range; ETF outflows and cooling leverage limit upside momentum
7. China’s lithography machines enter the “DeepSeek era”? News of domestic DUV mass production sparks a broad selloff in global chip stocks
8. Citi warns that the risk of further Fed rate hikes is rising: small-cap stocks may become the target of the next round of selloffs
9. Trump: Iran’s negotiation window is limited; if talks break down, military operations will be restarted
10. ASML and BESI resume trading; Germany’s semiconductor sector declines, with Infineon down about 3%
1. ASML and BEIS Semi’s stock prices hit the daily limit down. China’s self-developed DUV lithography system has begun mass production. ChangXin may become one of the first application customers
2. US-listed crypto-related stocks saw broad gains. MSTR rose 5.49%, and BMNR jumped more than 10%
3. SanDisk fell nearly 13%, and SK hynix fell more than 8%. US storage-related stocks collectively plunged
4. A “whale” withdrew 30,000 ETH from CEX within a week, worth about $57.8 million
5. Sam Altman will meet with officials from the Trump administration this week to “preview” the capabilities of a new AI model
6. Amazon is ramping up satellite internet, planning to deploy 5,105 satellites before 2028 to take on SpaceX’s Starlink
7. Is the stock market’s “ammunition” nearing its limit? Goldman Sachs says US households and institutional equity positioning is at the highest level in history
8. Citigroup remains committed to its bet that the Fed will stay on hold this week
9. Micron’s market cap fell below $1 trillion, down more than 4% today
10. Yi Li Hua: Bitcoin’s pressure point is around $67,500. Continue to gradually buy the dip in July and August
1. Viewpoint: Revolut increases marketing investment in the crypto sector, accused of becoming a major sponsor for many YouTube crypto KOLs
2. HPC and Multicoin support a CFTC-predicted market regulatory framework, arguing that prediction markets should be regulated uniformly by the CFTC
3. Musk: China’s AI could become a leader; in five years, AI intelligence may surpass the total of all humankind
4. Pre-market US stock news roundup: Nvidia’s AI rollout expands again, AMD moves into Korean AI research, and Korean companies and tech giants reach a $950 billion cooperation
5. Bitmine increased its holdings by 9,946 ETH last week; its total holdings now reach 5.7874 million ETH
6. Pre-market movers: STRC up over 2% in U.S. trading before the open; MSTR up 2.31% pre-market
7. Kong Jianping indirectly holds about 18.982 million shares of Changxin, with an unrealized profit of 44x; the position’s market value rises to RMB 940 million
8. AI data engine company Axis Robotics completes a $12 million funding round, led by Hack VC
9. Kraken’s parent company acquires Magic Labs’ embedded wallet business; Magic Labs is renamed Newton Labs and focuses on on-chain financial protocols
10. Tether’s gold token XAUT receives Islamic Shariah certification, opening up the Middle East and global Muslim markets
1. Bitcoin ETF records third consecutive week of inflows, institutional demand shows signs of recovery but remains cautious
2. Data: Since June, 77 crypto trading platforms have recorded net outflows of nearly $1 billion; Binance, against the trend, saw a net inflow of $36.9 million
3. Chuangxin’s new share offering via public-private fund model pays off handsomely; E Fund’s unrealized gains exceed RMB 6.8 billion
4. Trump’s interest-rate cut plan faces more setbacks: the Fed may keep rates high this week, and could even consider raising them
5. SparkKitty malware infiltrates Apple and Google app stores, specializing in stealing crypto wallet mnemonic phrases
6. U.S. forces pause strikes against Iran: the top commander says the operation has reached its maximum effect, leaving Trump to choose between escalation or diplomacy
7. After AI creates $1 trillion in value, who benefits? The U.S. sparks debate over AI wealth-distribution models
8. After Chuangxin’s IPO, the employee bonus scale promised by CEO Zhu Yiming reaches $5.6 billion
9. U.S. debt nears $40 trillion; investors shift toward Bitcoin and gold to hedge against a bet on dollar depreciation
10. Nvidia’s Jensen Huang posts a second X tweet, announcing the launch of the “Open Secure AI Alliance”
15m has not triggered yet, but there is a bullish anomaly on the 1h Structure: GMMA bullish Reasons: 1h turnover 7.4x / 4h turnover 21.8x / 1h price action is strong and closes higher / 1h holds above EMA8/20 / GMMA bullish / 24h turnover 30.3M
Current price 0.0096 Breakout level 0.01113 Defensive level 0.00861149 Upside to watch 0.01056 / 0.01152 Funding rate +0.0233% (long pays more / shorts receive)
For observing the chart only, not investment advice.
1. QCP: The market is focused on the US Federal Reserve’s interest rate decision, and crypto assets have outperformed US stocks in July
2. Solana meme project “EPIK”: The creator says nearly 60% of the token supply has been burned, with a personal cumulative buyback of 356 million tokens and plans to airdrop to the community
3. Ethereum treasury share price rises collectively before the bell
4. US stock pre-market: the optical module sector rises collectively
5. Binance will delist certain leveraged trading pairs on July 30
6. Bank of America: August to October may be the toughest phase for US stocks this year, and defensive assets such as gold vs. the dollar may benefit
7. Changxin’s debut day on the market tops the A-share market cap ranking; the top five shareholders’ book gains total about 1.42 trillion yuan
8. Brent crude’s intraday decline widens to 8.77%
9. US stock index futures keep climbing; Nasdaq 100 index futures are up 1.6%
10. Circle adds 250 million new minted USDC tokens on the Solana blockchain
1. Changxin tops the A-share market cap chart on its first day of trading, with the five largest shareholders showing an unrealized gain of about 1.42 trillion yuan
2. Intraday losses for Brent crude widen to 8.77%
3. US stock index futures keep climbing; Nasdaq-100 index futures rise 1.6%
4. Circle adds the minting of 250 million USDC on the Solana blockchain
5. AEON is set to launch on Bitget Launchpool; users lock BGB and AEON, unlocking 1.16 million AEON tokens
6. OKX Earn Lite launches SLX “Staking to Earn Crypto,” with 2,000,000 SLX rewards to be shared
7. Binance will list three TradFi U-denominated perpetual contracts: TMF, TBT, and BITO
8. Three new wallets, allegedly belonging to the same whale, buy more than $50 million worth of ETH
9. About 40 minutes ago, a certain large whale used 35.85 million DAI to buy 18,030 ETH
15m not triggered, but 1h bullish momentum is strong Structure: GMMA bullish Reason: 1h trading volume 3.3x / 4h trading volume 1.8x / strong real body and closes high on 1h / above VWAP on 1h / above EMA8/20 on 1h / GMMA bullish
Current price 0.002055 Breakout level 0.002062 Support level 0.0019099 Watch above 0.0022605 / 0.002466 Funding rate +0.0040% (pays longs and benefits shorts)
For market observation only; not investment advice.
1. Three new wallets suspected to be from the same whale bought over $50 million worth of ETH
2. A certain mega whale bought 18,030 ETH with 35.85 million DAI about 40 minutes ago
3. Brent crude oil plunges 7.71% intraday
4. Analysis: The stock market bubble may surpass 1929; the S&P 500 could face extreme pullbacks, while gold and silver become safe-haven assets
5. Changxin Technology TOP 1 short: chooses “Go public and see a 50% haircut first”; now down $1.5 million, still awaiting an exit
6. “Liang Wenfeng’s new shares in Changxin Technology show a floating profit of 827 million” tops Weibo hot searches
7. Binance Alpha will list AEON at 18:00 today. Hold over 245 points to claim 250 token airdrops
8. Iran says talks with Oman regarding the Strait of Hormuz are unrelated to the United States
9. US stock storage-related concept shares rise before the bell
10. Major market event this week: The US earnings season heads toward the end, and the BOJ and US-Japan central banks release rate decisions one after another