Blockonomi

Les forces iraniennes ont frappé le GFS Galaxy après avoir accusé le navire d’ignorer des ordres de navigation dans le détroit d’Hormuz.
Les forces américaines ont lancé une troisième série de frappes tandis que Téhéran déclarait le couloir stratégique fermé indéfiniment.
Hormuz transporte environ 20 millions de barils de pétrole par jour et représente quelque 20 % du commerce mondial de gaz naturel liquéfié.
Près de 6 000 marins restent bloqués, car des risques de sécurité sévères réduisent fortement le trafic maritime commercial.
Un porte-conteneurs battant pavillon chypriote a été touché dans le détroit d’Hormuz après que des forces iraniennes l’ont accusé d’avoir enfreint des instructions de navigation dans le chenal stratégique. L’attaque a fait entrer un différend maritime déjà instable dans une phase plus dangereuse et a entraîné une nouvelle salve d’actions militaires américaines.

Gate recorded $207 million in weekly net outflows as scrutiny grew over a reported $1.7 million theft.
Bitrace traced 49.96 ETH, 746,475 HSK, and 1.565 million USDT withdrawn from the compromised account.
Gate denied a system-wide breach, saying the security change request passed identity and review checks.
Investigators linked the fund trail to Newpay, while recovery depends on police and third-party cooperation.
Gate recorded about $207 million in net outflows over seven days as scrutiny increased over an alleged $1.7 million theft from a customer account. A July 11 Wu Blockchain snapshot placed the exchange second among centralized platforms for weekly outflows.
DeFiLlama: Gate Sees $207 Million Net Outflows in 7 Days After User Theft Incident
According to DeFiLlama data, Gate recorded $207 million in net outflows over the past 7 days amid fallout from a user theft incident, ranking second among CEXs by outflows. Binance led CEX inflows… pic.twitter.com/lTUdEd6ick
— Wu Blockchain (@WuBlockchain) July 11, 2026
Meanwhile, Binance led inflows with approximately $308 million. Considering that DeFiLlama uses a rolling window, its dashboard later showed Gate’s seven-day outflow widening to about $251 million. The platform tracked nearly $3.98 billion in assets.
The dispute began after @jheioff said an identity-verified account was taken over and emptied without authorization. Bitrace later reported withdrawals of 49.96 ETH, 746,475 HSK and 1.565 million USDT, valuing the combined loss near $1.7 million.
Gate Details Identity Checks Behind Security Change Request
Account security settings reportedly changed between July 4 and July 6, after which five withdrawals were completed on July 7. The customer then discovered the missing funds on July 8 and promptly reported the incident.
Consequently, the timeline placed the exchange’s identity checks and account-recovery procedures under closer scrutiny. Gate, however, denied that the incident resulted from a platform-wide breach and released further details about the security change request.
According to the company, the applicant provided accurate identity information, historical trading records and an Alipay transaction recording. Gate also said the applicant’s IP address originated from the same region as the account’s recent activity.
In addition, the exchange said it sent email and SMS alerts when the application was submitted. The request subsequently underwent a two-day review period, followed by a 24-hour withdrawal restriction.
Gate said it received no objection during either window, although the customer later challenged the legitimacy of the process. Nevertheless, the exchange apologized for its initial public response, acknowledging that its tone failed to prioritize the customer’s concerns.
Following the criticism, Gate formed a task force involving its security, compliance, legal and business teams. At the same time, the company assisted with police documentation and began continuously monitoring the withdrawn assets on-chain.
Bitrace Traces Withdrawn Assets Through Newpay-Linked Wallet
Bitrace said the assets were divided across several transactions before converging at an address associated with Newpay, a non-KYC payment service. The service is linked to the Xinbi ecosystem, giving investigators a possible destination for examination.
However, the analysis does not establish how the account was compromised or identify who controlled the receiving wallets. Gate said it contacted Tether and exchanges receiving the assets, seeking cooperation to freeze funds reaching identifiable platforms.
Nevertheless, recovery will depend on law enforcement action, judicial coordination and assistance from third-party services. The exchange-flow figures also require caution as DeFiLlama removes token-price movements when calculating changes in tracked balances.
Therefore, outflows may include customer transfers, internal wallet reorganizations or regulatory migrations rather than withdrawals linked to one incident. Binance’s positive weekly reading followed heavy monthly outflows around Europe’s July 1 MiCA deadline.
Meanwhile, Bybit progressively restricted its global platform for European Economic Area residents. Even with those factors, Gate’s seven-day outflow showed customer movement during increased attention around account security and withdrawal controls.
However, the data does not prove a solvency problem. Instead, it records a decline in tracked assets while the theft investigation and recovery efforts continue.
The post Gate Outflows Hit $207M After User Reports $1.7M Account Theft appeared first on Blockonomi.

Des procureurs américains prévoient de rejeter avec préjudice les accusations liées aux charges de BitClub visant Matthew Goettsche avant son procès d’octobre.
L’affaire du DOJ allègue que BitClub a recueilli au moins 722 millions de dollars en Bitcoin grâce à des rendements miniers manipulés.
Ce rejet proposé intervient après près de sept ans de procédure et après l’examen d’environ deux millions de documents.
Plusieurs associés de BitClub ont déjà plaidé coupables à des accusations de fraude, d’infractions aux valeurs mobilières, de blanchiment d’argent ou d’infractions fiscales.
Des procureurs américains préparent à mettre fin à l’affaire pénale contre Matthew Goettsche, présenté comme l’architecte présumé du stratagème du réseau BitClub de 722 millions de dollars. La démarche prévue intervient peu de temps avant un procès d’octobre qui aurait pu permettre d’évaluer l’une des poursuites pour fraude en cryptomonnaies les plus longues de la part du gouvernement.

Le Morgan Stanley Bitcoin Trust a ajouté près de 1 000 BTC, portant les avoirs suivis à 5 761 unités en deux semaines.
Le trust avait attiré environ 408 millions de dollars d’entrées nettes au 10 juillet malgré une faiblesse persistante du marché du Bitcoin.
Le Bitcoin se négociait environ 11 % au-dessus de la limite inférieure de la loi de puissance de Fidelity dans le modèle publié le 5 juillet.
Trois indicateurs basés sur Glassnode sont restés en dessous des niveaux neutres, maintenant un retournement haussier non confirmé.
Le produit spot sur le Bitcoin de Morgan Stanley a continué d’attirer des capitaux d’investisseurs pendant la baisse du marché, ajoutant près de 1 000 BTC en deux semaines. En conséquence, les avoirs suivis du Morgan Stanley Bitcoin Trust ont grimpé à 5 761 BTC, d’une valeur d’environ 370 millions de dollars, l’actif s’échangeant près de 64 000 dollars.

La 50 EMA, la 100 EMA et la 144 WMA de XRP se compriment désormais pendant une phase de consolidation prolongée de deux semaines.
Un rebond vers 1,60 $, suivi d’un re-test de la zone de Fibonacci, pourrait valider le double creux proposé.
Le RSI hebdomadaire proche de 34 montre une divergence haussière, suggérant que l’élan baissier pourrait faiblir autour du support.
Les analystes identifient 1,22 $ et 1,60 $ comme niveaux de confirmation clés avant qu’une éventuelle inversion de tendance plus large ne soit vérifiée.
XRP teste une zone critique de support long terme pendant que des analystes évaluent si la dernière baisse a établi un creux de marché durable. Des signaux techniques, notamment la compression des moyennes mobiles, les schémas en vagues et la dynamique hebdomadaire, indiquent que l’actif pourrait entrer dans une phase plus large de formation de plancher. Toutefois, la confirmation dépend encore de sa capacité à reconquérir des niveaux de résistance clés et à maintenir le support lors de tout re-test.

TLDR:
Buterin says power concentration threatens humanity more than AI intelligence itself.
He backs open-source mandates to prevent AI labs from dominating development control.
Buterin supports d/acc, prioritizing cryptography, secure hardware, and pandemic resistance.
He proposes pre-agreed triggers to resolve AI safety and acceleration disagreements.
Vitalik Buterin warned that the biggest risk tied to artificial intelligence may not be the danger most people focus on today.
The Ethereum co-founder argued that concentrated power, not runaway machine intelligence alone, poses the deeper threat.
Buterin’s comments came as debate intensified around AI 2040 predictions and superintelligence timelines. He suggested public discourse often overlooks how control over AI systems could reshape global power structures entirely.
Buterin Identifies Power Concentration As The Overlooked AI Threat
Buterin explained that most discussions center on whether superintelligence itself will prove dangerous. He said fewer people examine what happens if a small group controls that intelligence.
According to Buterin, humanity’s collective bargaining power could drop to zero under certain conditions. This occurs if AI systems can outperform humans across every conceivable task.
One thing I find striking in the discourse between AI 2040 and its detractors is that the two seem to be locked in to totally incompatible worldviews of how fast and how much of a big deal AI progress is:
* In AI 2040, every scenario sees superintelligence of some kind emerging…
— vitalik.eth (@VitalikButerin) July 11, 2026
The Ethereum co-founder criticized narratives suggesting dominance by a few AI labs represents an acceptable outcome. He compared this framing to political warning signs that would raise concern in any other setting.
Buterin said assuming a smooth transition to advanced AI carries its own naivety. He argued this assumption receives far less scrutiny than proposals for slowing AI development.
Buterin pointed to specific mechanisms within AI 2040 that address this power imbalance directly. He referenced updated provisions mandating open-source access to AI development.
This shift reduces the chance that a handful of companies control transformative technology. Buterin called this revision a meaningful improvement over earlier centralized frameworks.
He also cited “mutually assured compute destruction” as a mechanism worth serious consideration. This concept would allow multiple actors to trigger a global compute slowdown collectively.
Buterin said this differs sharply from systems letting select groups disenfranchise others selectively. He framed this distinction as central to evaluating any AI governance proposal fairly.
Ethereum Founder Backs Decentralized Approach To Manage AI Uncertainty
Buterin described his support for d/acc, a decentralized defensive strategy against AI risks. This framework prioritizes formal verification, cryptography, and secure open hardware development.
It also includes pandemic resistance, food security, and public epistemics as core components. Buterin said these measures hold value regardless of how AI timelines actually unfold.
He proposed establishing pre-agreed triggers to resolve disagreements between AI accelerationists and cautious observers. Examples included thresholds like severe pandemics or unemployment surpassing twenty-five percent.
Once triggers occur or fail to materialize, legitimacy would shift toward whichever side predicted accurately. Buterin suggested social media platforms could host these negotiations directly.
According to Buterin, this method would let more people participate beyond governments and executives. He argued current AI governance debates exclude too many stakeholders from meaningful input.
Buterin acknowledged his own proposal contains elements that critics might label unrealistic. Still, he expressed sympathy toward efforts attempting to address AI risks responsibly and transparently.
Buterin closed by noting no existing plan fully escapes accusations of naivety. He said humanity faces a choice between imperfect frameworks rather than a perfect solution.
Buterin indicated he remains open to supporting proposals that reduce concentrated control over AI systems.
The post Vitalik Buterin: AI’s True Risk Lies in Who Controls It, Not Its Intelligence appeared first on Blockonomi.

Bonzo Finance lost about $9.05 million after a faulty oracle verifier accepted a manipulated SAUCE price.
The attacker used 250 SAUCE tokens as collateral to borrow millions in USDC and wrapped HBAR within seconds.
Bonzo said its lending contracts worked as designed, but Supra’s verifier failed to reject invalid inputs.
A second wallet borrowed about $1 million, claimed white-hat status and pledged to return the assets.
Bonzo Finance, Hedera’s largest active lending protocol lost approximately $9.05 million after an attacker exploited a verification flaw in a third-party price oracle on July 11. The incident allowed the actor to use collateral worth only a few dollars to borrow millions in USDC and wrapped HBAR. Per reports, Bonzo Lend and Bonzo Points were paused, while Bonzo Vaults, its bridge, and BONZO/XBONZO staking remained operational.
Zero-Signature Oracle Flaw Triggers $9M Bonzo Exploit
According to Bonzo’s preliminary incident report, the attacker first deposited 250 SAUCE tokens at 00:39 UTC. At 00:51 UTC, the wallet submitted a manipulated SAUCE-to-HBAR price to Supra’s on-demand oracle contract.
The update inflated SAUCE’s value by roughly 12 orders of magnitude. Eight seconds later, the wallet borrowed 6.63 million USDC, followed by approximately 34.52 million WHBAR. The failure occurred in the oracle’s signature-verification process.
Just In: Hedera’s largest lending protocol Bonzo loses $9M in oracle exploit
Hedera-based lending protocol Bonzo Lend disclosed that it lost approximately $9.05 million in an oracle exploit. Bonzo said a flaw in Supra’s signature verification allowed an attacker to manipulate… pic.twitter.com/zi2BsWBXyM
— Wu Blockchain (@WuBlockchain) July 11, 2026
Bonzo said the submitted update carried a zeroed BLS signature, represented as [0,0], and referenced a committee public key that was also effectively zero. Hedera’s pairing precompile returned true for the mathematical identity it received, as specified under EIP-197.
However, Supra’s verifier allegedly failed to reject zero or invalid subgroup inputs before treating the result as proof of an authorized signature. Bonzo stressed that its lending contracts did not malfunction.
The Aave-based protocol read the price stored by its configured oracle and calculated borrowing capacity according to its loan-to-value rules. The team also said the attack did not involve a flash loan or genuine market manipulation, as SAUCE’s traded price remained near 0.2 HBAR.
Supra acknowledged the verifier issue and deployed a fix to the affected Hedera contract, according to Bonzo and Hedera.
Bonzo Awaits $1M White-Hat Repayment After Exploit
The $9.05 million headline loss excludes approximately $1 million borrowed by a second account while the false price remained active. That wallet later contacted the team, identified itself as a white-hat responder, and promised to return the assets.
Bonzo therefore classified the second amount as potentially recoverable, although the final figure will depend on what is returned after interest, swaps, and transaction costs are reconciled.
A legitimate oracle update restored SAUCE’s price at 01:36 UTC, and Bonzo paused the lending pool five minutes later. However, the protocol has not announced a reimbursement plan or a date for reopening withdrawals.
Its report said remediation, liquidity-provider access, and other user-facing steps are still being developed with the Bonzo Finance Foundation and ecosystem partners. The incident is particularly consequential for Hedera considering that Bonzo dominates the network’s lending market.
DefiLlama listed Bonzo Lend with roughly $2.74 million in remaining total value locked and approximately $13.24 million in active loans after the attack. The only other listed Hedera lender was a deprecated protocol holding minimal value.
Hedera previously described Bonzo as an Aave-based, non-custodial credit market supporting HBAR, Hedera Token Service assets, and USDC. Although Hedera’s base network continued operating normally, the exploit demonstrates how DeFi applications inherit risks from external infrastructure.
Multiple oracle integrations can improve redundancy, but they do not eliminate the need for strict cryptographic validation, price-deviation limits, and emergency circuit breakers before abnormal data can determine collateral values and borrowing limits.
The post Hedera’s Largest Lending Protocol, Bonzo, Loses $9M in Oracle Exploit appeared first on Blockonomi.

TLDR:
South Korea crypto exchange volume fell to KRW 9.9676 trillion, dropping below KRW 10 trillion for the first time since September 2023.
Combined turnover across Upbit, Bithumb, Coinone, Korbit, and Gopax declined 25.75% from the previous week and 43.5% from early June.
Upbit kept first place with a 63.02% market share, although its share slipped 3.95 percentage points during the latest weekly period.
Bithumb and Coinone gained market share as total activity contracted, while Korbit and Gopax held only 0.78% and 0.03%, respectively.
South Korea crypto exchange volume has fallen below KRW 10 trillion after five straight weekly declines. Combined turnover across Upbit, Bithumb, Coinone, Korbit, and Gopax reached about KRW 9.9676 trillion from July 3 to July 10. The figure dropped 25.75% from roughly KRW 13.4 trillion one week earlier.
It also marked the first reading below KRW 10 trillion since September 2023. The slowdown shows how quickly activity has weakened across the country’s won-denominated exchanges. Upbit still leads the market, although its share fell as Bithumb and Coinone gained ground during the latest period.
South Korea Crypto Exchange Volume Falls for Five Weeks
The latest decline extends a contraction that started in early June. Weekly turnover reached KRW 17.7 trillion between June 5 and June 12. It then fell to KRW 15.4 trillion, followed by KRW 14.6 trillion and KRW 13.4 trillion.
Top 5 South Korean Exchanges' Volume Falls for Five Straight Weeks, Below KRW 10 Trillion
According to Digital Asset, the weekly trading volume of South Korea’s top five fiat-market crypto exchanges (Upbit, Bithumb, Coinone, Korbit, and Gopax) has fallen for five consecutive… pic.twitter.com/0iko3rSLNY
— Wu Blockchain (@WuBlockchain) July 11, 2026
South Korea crypto exchange volume then slipped to KRW 9.9676 trillion in the latest week. That represents a monthly decline of about 43.5% from the early June level. The five-week sequence also shows that the slowdown was not limited to one weak session.
The latest total is the lowest weekly reading in about two years and nine months. The previous sub-KRW 10 trillion figure came in late September 2023, when volume reached KRW 9.6 trillion. Digital Asset compiled the figures using activity from the five largest one-based platforms.
Korean crypto trading volume has now contracted across several consecutive measurement periods. The sustained decline points to fewer transactions and less frequent portfolio rotation.
Lower activity can affect how quickly orders move through local markets. Large trades may face wider price gaps when fewer buyers and sellers are active. Exchanges can also earn less from transaction fees when turnover falls for several weeks.
Upbit Loses Market Share as Bithumb and Coinone Advance
Upbit kept first place with a 63.02% share of South Korea crypto exchange volume. Its share fell by 3.95 percentage points from the previous week. The decline did not threaten its lead, but it reduced the gap with its nearest rival.
Meanwhile, Bithumb increased its share by 2.38 percentage points to 29.51%. Coinone also gained 1.46 percentage points, taking its market share to 6.66%. Those shifts absorbed most of the share lost by Upbit.
Korbit accounted for 0.78% of activity, while Gopax held only 0.03%. The rankings stayed unchanged despite movement in each platform’s share. Upbit and Bithumb still controlled more than nine-tenths of won-denominated exchange turnover.
South Korea crypto exchange volume remains heavily concentrated in those two platforms. Changes at either exchange can therefore strongly affect national totals. Smaller operators also face a narrow pool of active traders during slower market periods.
The latest figures show market share moving inside a shrinking pool. Bithumb and Coinone improved their positions, yet overall Korean crypto trading volume fell sharply. Their gains reflect relative performance rather than broad market expansion.
South Korea crypto exchange volume closed the period with the same ranking order. Upbit led Bithumb, Coinone, Korbit, and Gopax, while total turnover stood at KRW 9.9676 trillion.
The post South Korea Crypto Exchange Volume Drops Below KRW 10 Trillion appeared first on Blockonomi.

Established digital platform pivots to become comprehensive iGaming news source, delivering casino reviews and player resources while developing innovative comparison dashboard
In a significant strategic shift, AlienWP—a digital platform established in 2013—has announced its transformation into a specialized iGaming news and casino information resource. The newly focused site will concentrate on providing comprehensive coverage of online casino developments, detailed platform reviews, regulatory updates, promotional offer analysis, and player safety content for industry stakeholders and players alike.
Main Announcement
This strategic repositioning marks AlienWP’s departure from its previous incarnation as a broad-spectrum digital resources platform. The site now channels its efforts exclusively into iGaming sector coverage, including breaking industry news, regulatory framework changes, promotional terms analysis, and player protection initiatives. The platform’s objective centers on delivering precise, accessible information to its readership.
According to AlienWP, this pivot addresses a notable industry need for casino-related content that prioritizes factual accuracy and editorial independence over brand promotion. The platform commits to ongoing content updates aligned with the rapidly evolving iGaming landscape.
Supporting Details
Accompanying this transformation, AlienWP is actively developing Alien Wise Play, an innovative web-based tool designed to empower players with casino comparison capabilities, bookmark functionality for preferred platforms, promotional tracking features, and comprehensive licensing transparency prior to registration. The dashboard functions strictly as an information resource—it does not operate gambling services, process transactions, or provide wagering recommendations.
While Alien Wise Play receives funding through affiliate collaborations, AlienWP emphasizes its primary commitment to player empowerment rather than conventional affiliate marketing objectives. The dashboard’s architecture prioritizes equipping users with decision-making tools that promote safer, well-informed choices.
The platform’s cornerstone feature is the Wise Play Score, a proprietary evaluation methodology that assesses casinos across multiple dimensions including regulatory compliance, trustworthiness, payment system dependability, operational transparency, customer service quality, and player safeguarding measures. AlienWP has indicated that forthcoming enhancements to the Wise Play Score will incorporate compiled player testimonials and AI-powered analytical tools, while maintaining strict editorial independence throughout the evaluation process.
Additional information regarding the platform is available at Alien Wise Play.
Spokesperson Quote
Oliver Dale, spokesperson for AlienWP, stated: “The iGaming sector’s expansion creates an increasing demand for transparent, reliable information that helps players make sense of their options. Our transformation enables complete dedication to casino journalism, comprehensive reviews, and player education initiatives, while simultaneously developing Alien Wise Play as a truly independent resource for casino comparison and regulatory understanding.”
Future Plans
Moving forward, AlienWP intends to progressively enhance its iGaming news reporting and information services while advancing Alien Wise Play development. Upcoming initiatives encompass player feedback system integration and AI-supported analytical capabilities for the Wise Play Score framework, with unwavering commitment to editorial autonomy throughout all operations.
About AlienWP
Established in 2013, AlienWP operates as an iGaming news and casino information resource delivering coverage of online casino developments, platform reviews, regulatory frameworks, promotional offers, responsible gambling practices, and industry trends. The organization is simultaneously developing Alien Wise Play, a player-centric dashboard enabling casino comparisons, promotional tracking, and accessible licensing and safety data. Additional information can be found at alienwp.com.
Media Contact
Oliver Dale
AlienWP
Website: https://alienwp.com
The post AlienWP Transforms into Comprehensive iGaming News and Casino Review Hub appeared first on Blockonomi.

Quick Summary
Shares climbed 1.5% Friday, closing at $187.46, significantly above both the 50-day ($159.41) and 200-day ($145.45) moving averages
Wall Street consensus stands at “Buy” with an average price target of $187.63
First quarter 2026 results exceeded expectations: EPS of $0.87 compared to $0.81 forecast, revenue of $2.71B versus $2.62B estimate, representing 35.1% annual growth
Impressive GF Score of 97/100 featuring flawless 10/10 marks across financial strength, profitability, growth, and momentum categories
Notable insider transactions — CEO Jayshree Ullal disposed of $75.9M in shares during April; significant shareholder Andreas Bechtolsheim sold $43M worth in June
Shares of Arista Networks (ANET) advanced 1.5% during Friday’s trading session, reaching an intraday peak of $187.62 before closing at $187.46. Trading volume registered at 5.5 million shares, approximately 37% lighter than the typical daily average of 8.77 million.
The equity currently trades substantially above its 50-day moving average of $159.41 and its 200-day moving average of $145.45. This positioning reflects approximately 24% appreciation over the trailing three-month period.
The networking equipment manufacturer delivered robust first quarter 2026 figures in May. Earnings per share reached $0.87, surpassing the Street consensus of $0.81 by $0.06. Revenue totaled $2.71 billion, exceeding projections of $2.62 billion and marking a 35.1% increase compared to the prior-year quarter.
The company maintains a net margin of 38.32% alongside a return on equity of 30.10%. Looking ahead to Q2 2026, Arista has provided guidance for EPS of $0.88. The analyst community anticipates full-year EPS of $3.27 on average.
ANET sports a P/E ratio of 64.20 and commands a market capitalization of $236 billion. With a beta of 1.60, the stock demonstrates higher volatility relative to the overall market.
Wall Street Perspective
The investment community maintains a predominantly optimistic stance on ANET. Among 25 analysts tracking the stock, 21 assign it a Buy rating, two designate it Strong Buy, and two maintain a Hold rating.
The consensus price target stands at $187.63 — essentially aligned with current trading levels.
Recent analyst actions include Deutsche Bank’s upgrade to Buy in June and JPMorgan increasing its target from $190 to $200 with an Overweight stance in April. Rosenblatt elevated its target from $180 to $210, also in May. Citigroup modestly reduced its target from $176 to $173 while maintaining a Buy recommendation.
GuruFocus awards ANET a GF Score of 97 out of 100, featuring impeccable 10/10 ratings across financial strength, profitability, growth, and momentum metrics. The organization operates with zero long-term debt, boasts an Altman Z-Score of 19.23, and maintains an operating margin of 42.79%.
Revenue has expanded at a 3-year compound rate of 26.8%, outpacing 93% of hardware sector peers. EBITDA has grown at a 3-year rate of 34.9% and a 5-year rate of 41.4%.
Executive Transactions
Not all indicators point upward. Company insiders have been actively reducing positions. CEO Jayshree Ullal divested 428,000 shares on April 22 at an average price of $177.44, generating proceeds of $75.9 million. Her remaining stake totals 5.2 million units valued at approximately $924 million.
Major stakeholder Andreas Bechtolsheim disposed of 260,000 shares in June at $165.57, amounting to $43 million. Both transactions were conducted through predetermined Rule 10b5-1 trading arrangements.
Collectively, insiders have sold more than 3.1 million shares worth $513 million during the most recent quarter. Insider ownership currently represents 2.70% of outstanding shares, while institutional investors control 82.47%.
Institutional participants have maintained their accumulation patterns, with entities including Tema ETFs, Canvas Wealth Advisors, and Fiduciary Financial Group all expanding their holdings during Q2 2026.
The post Arista Networks (ANET) Stock Maintains Strong Momentum as Analysts Signal Confidence appeared first on Blockonomi.

Points clés
UBS a relevé son objectif de prix pour Tesla de 364 $ à 442 $ tout en conservant une position neutre, contribuant à une hausse de 3,2 % du titre
Les actions ont atteint un plus haut intraday de 407,86 $, tandis que l’objectif moyen de Wall Street s’établissait à 406,87 $
Au T2 2026, Tesla a livré un record de 480 126 véhicules, dépassant certaines prévisions d’analystes
AlpenGlobal Capital a constitué une nouvelle position de 13,35 millions $, représentant 8,7 % de l’ensemble de leur portefeuille
Les analystes de Wall Street sont répartis de façon égale avec 21 recommandations « Achat », 21 « Maintien » et 4 « Vente » ; les résultats du T2 sont prévus pour le 22 juillet

Key Takeaways
AMD’s Data Center segment generated $5.8 billion in Q1 2026, representing a 57% year-over-year increase
Analyst consensus positions AMD as a Moderate Buy with 28 bullish recommendations
Intel maintains a Hold rating as Wall Street remains cautious about its transformation strategy
Intel’s foundry division demands substantial capital outlays with unclear profitability timelines
AMD represents momentum-driven expansion; Intel offers speculative turnaround upside
Advanced Micro Devices has emerged as the more straightforward growth narrative in the chip industry, whereas Intel battles to restore investor confidence amid its ongoing corporate transformation.
AMD’s trajectory has been propelled by explosive server market performance. During the first quarter of 2026, the chipmaker delivered $5.8 billion in Data Center sales, marking a 57% surge compared to the prior-year period. The company’s EPYC server processor lineup maintained robust demand, while Instinct AI accelerator deployments continued their upward climb.
Hyperscale cloud operators and enterprises expanding AI computing capabilities have driven much of this demand. AMD doesn’t require complete market dominance over competitors like Nvidia or Intel to sustain growth. Capturing even a fraction of the rapidly expanding AI accelerator sector could generate substantial revenue streams, considering the premium pricing and massive scale of these markets.
AMD’s Diversified Revenue Portfolio
The company’s reach extends well beyond data centers into consumer computing, gaming platforms, and embedded applications. This diversification provides multiple revenue channels and reduces dependency on any single market segment.
However, vulnerabilities remain. Softening consumer electronics demand or escalating supply chain expenses could pressure certain business units. While AMD faces challenges, its operational track record has demonstrated consistency and solid execution.
Analyst sentiment confirms this confidence. AMD holds a Moderate Buy rating, supported by 28 Buy recommendations, 13 Hold positions, and only 1 Sell rating. The stock has experienced significant appreciation driven by AI infrastructure and server market momentum, suggesting current valuations incorporate substantial future growth expectations.
Any deceleration in Data Center performance could trigger considerable price corrections.
Intel’s Transformation Journey
Intel retains considerable advantages: massive scale, world-class engineering capabilities, and decades-long relationships throughout PC and server ecosystems. The company is simultaneously working to establish Intel Foundry as a competitive contract manufacturing alternative for external chip designers.
First quarter 2026 financials revealed strengthening demand patterns and increased optimism surrounding Intel’s server roadmap and manufacturing strategy. Several analysts have adopted more favorable perspectives regarding the company’s prospects for reclaiming server market position and securing foundry partnerships.
Yet Intel fundamentally remains a restructuring narrative. The foundry initiative demands enormous capital investments. Tangible improvements in profit margins and free cash flow generation must materialize before the investment thesis gains clarity.
Intel’s analyst consensus stands at Hold. The company has garnered 15 Buy ratings but faces 28 Hold recommendations and 4 Sell calls. While sentiment has improved moderately, analysts haven’t fully endorsed the recovery trajectory.
Intel potentially offers greater percentage returns if transformation efforts succeed. However, this scenario carries substantially elevated risk compared to AMD’s established market position.
Current Investment Landscape
AMD presents the more compelling fundamental investment case today. Its server operations are expanding rapidly, AI market exposure continues broadening, and leadership has consistently executed on strategic objectives.
Intel possesses valuable assets and genuine turnaround possibilities. But investors await concrete evidence rather than relying on projected improvements.
Essentially, AMD functions as the established growth vehicle. Intel operates as the high-risk recovery opportunity.
The post AMD (AMD) vs Intel (INTC): Comparing Two Diverging Semiconductor Investment Strategies in 2026 appeared first on Blockonomi.

Key Highlights
Major AI semiconductor names like Nvidia, Broadcom, AMD, and Micron rebounded following an aggressive selloff earlier in the week
Broadcom secured an extension of its custom silicon partnership with Apple, running through 2031
SpaceX officially entered the Nasdaq-100 Index after completing its transition to public markets
SK Hynix launched successfully in U.S. markets, fueled by robust demand for AI-focused memory chips
Crude oil prices declined amid reduced geopolitical tensions and improving supply outlook
This week delivered significant movement across multiple sectors. After a turbulent beginning, AI-related equities found their footing, a prominent aerospace company achieved a major indexing milestone, and a leading memory manufacturer entered American trading. Here’s what shaped the markets over the past five days.
Semiconductor Sector Rebounds After Volatile Start
Semiconductor stocks experienced pronounced weakness early in the week before staging an impressive comeback. Companies including Nvidia, Broadcom, AMD, and Micron all regained ground as market participants treated the downturn as an attractive entry point.
The underlying fundamentals for AI infrastructure continue to show resilience. Hyperscale cloud operators maintain substantial capital expenditure commitments toward data center buildouts, while demand for AI processors, advanced networking components, and specialized memory solutions remains robust.
The swift turnaround demonstrated the volatility inherent in this segment. A significant portion of the investment community maintains conviction that the current AI infrastructure investment wave has considerable runway ahead.
Broadcom Secures Long-Term Apple Agreement Through 2031
Broadcom emerged as a standout performer after revealing an extension of its custom semiconductor partnership with Apple stretching through 2031. This development provides greater visibility into Broadcom’s future revenue streams.
The company provides Apple with specialized processors and connectivity solutions. As Apple integrates deeper artificial intelligence capabilities across its product ecosystem, this strategic relationship gains increasing importance.
This extended commitment also demonstrates that major technology firms continue placing substantial long-term wagers on AI silicon, despite near-term market volatility.
SpaceX Achieves Nasdaq-100 Index Inclusion
SpaceX formally became a member of the Nasdaq-100 Index during the week. This milestone arrived following the company’s entry into public markets and is anticipated to attract substantial investment from passive index funds and institutional portfolios.
Shares experienced some consolidation following the announcement, a typical pattern after major index incorporations.
The company maintains dominance in commercial space launch services. Additionally, it’s expanding Starlink, its satellite-based internet platform, while advancing development of the Starship next-generation rocket system.
SK Hynix Launches in U.S. Markets With Strong Reception
South Korea’s memory chip leader SK Hynix generated considerable investor enthusiasm during its U.S. market launch. The manufacturer specializes in high-bandwidth memory products, critical components within AI server architectures.
The positive reception underscored continued investor appetite for companies positioned throughout the AI technology stack. Despite recent turbulence across chip equities, demand dynamics for AI memory proved sufficient to generate strong debut interest.
As artificial intelligence computational requirements become increasingly sophisticated, the market for advanced memory technologies is projected to remain elevated.
Crude Prices Retreat on Improving Geopolitical Backdrop
Crude oil prices moved lower throughout the week as geopolitical risk premiums diminished and supply forecasts brightened. Declining energy costs typically benefit airlines, consumer-facing businesses, industrial manufacturers, and numerous other sectors.
Given persistent inflation concerns across financial markets, stabilizing energy markets represent a favorable development for both market participants and monetary authorities.
The post This Week’s Market Movers: SK Hynix Debuts, AI Chips Rebound, SpaceX Enters Nasdaq-100 appeared first on Blockonomi.

Key Takeaways
Moderna shares plummeted 10.7% on July 10, 2026, shedding $8.17 to settle at $68.39
Company insiders offloaded $6.2 million in shares over three months with no insider purchases reported
First quarter earnings per share landed at -$3.40, falling short of the -$3.02 forecast, while revenue hit $389M versus expected $236.37M
Analyst consensus leans toward “Reduce” with an average price target of just $38.27
QRG Capital Management initiated a fresh stake, acquiring 13,666 shares valued at approximately $694,000
Shares of Moderna experienced a brutal selloff on July 10, 2026, plunging 10.7% in a single session — an $8.17 decline — to finish at $68.39. This sharp downturn reflects mounting challenges facing the biotech firm.
Trading commenced that morning at $76.56. The stock’s 52-week trading range spans from a low of $22.28 to a peak of $85.60, positioning the current valuation in the upper portion of that spectrum — though the recent tumble indicates potential downward momentum.
The latest quarterly results, unveiled on May 1, failed to inspire confidence. Moderna recorded a per-share loss of $3.40, exceeding the anticipated -$3.02 deficit. Such misses typically leave lasting impressions on investor sentiment.
On the revenue front, performance told a contrasting tale. The biotech company generated $389 million during the quarter, substantially surpassing the $236.37 million Wall Street projection. This represents a dramatic 260.2% year-over-year surge.
However, impressive top-line growth offers limited comfort when bottom-line challenges persist. The company continues to grapple with a deeply negative net margin of 143.55% alongside a concerning negative return on equity of 26.64%.
Executive Stock Disposals Raise Red Flags
Corporate insiders have been steadily reducing their holdings. Throughout the previous three months, they disposed of $6.2 million in equity — with absolutely zero purchases to offset the selling.
Board member Noubar Afeyan liquidated 9,263 shares on May 21 at $46.84 apiece, slashing his stake by a substantial 70.24%. Meanwhile, President Stephen Hoge unloaded 53,336 shares on June 15 at $51.37 each, generating proceeds of approximately $2.74 million.
While these transactions occurred through predetermined 10b5-1 trading arrangements, the significant selling activity invariably raises eyebrows among market participants.
Company insiders maintain ownership of 10.80% of outstanding shares. Institutional stakeholders control 75.33%.
Analyst Community Maintains Skeptical Stance
The Wall Street research community’s outlook remains decidedly lukewarm. Among 18 analysts tracking Moderna, just two recommend buying, eleven advise holding, and five suggest selling. The composite rating translates to “Reduce.”
The mean price objective stands at $38.27 — substantially beneath current trading levels.
Morgan Stanley recently adjusted its target upward from $33 to $39 while maintaining an “equal weight” stance. Goldman Sachs lifted its forecast from $43 to $49 with a “neutral” designation. Bank of America increased its target from $34 to $38 yet retained an “underperform” classification.
Weiss Ratings sustained a “sell (d-)” recommendation on June 12.
Regarding institutional activity, QRG Capital Management established a new holding during the first quarter, accumulating 13,666 shares representing roughly $694,000 in value. Several other smaller investment firms also initiated positions, though the investments remained relatively minor.
Moderna’s GF Score registers at 58 out of a possible 100. Financial Strength scores 7/10, Growth scores 7/10, yet Profitability manages only 3/10.
The 50-day moving average currently sits at $55.75. The 200-day moving average rests at $49.53. Sell-side analysts collectively project full-year earnings per share of -$6.51.
The post Moderna (MRNA) Stock Plunges Over 10% Amid Insider Sales and Bearish Analyst Sentiment appeared first on Blockonomi.

Points saillants
Les actions ont d’abord bondi de 4 % avant de s’établir à 1 852,22 $, marquant une hausse quotidienne de 2,46 %
La société a dévoilé ses projets d’une importante plateforme de distribution dans l’État de Nuevo León, au Mexique, dont le lancement est prévu pour septembre
Le nouveau site d’entreposage créera plus de 2 000 emplois au parc industriel Areya Escobedo
Au cours des 30 derniers jours, MELI a progressé de 12,29 %, dépassant nettement la hausse de 2,2 % du S&P 500
L’action affiche une note Zacks Rank de 5 (Vente ferme) et un ratio C/B prévisionnel de 44,13
Les actions de MercadoLibre (MELI) ont connu une hausse remarquée de 4 % vendredi après-midi, après la révélation par le géant du e-commerce de ses projets de lancer un nouveau centre de distribution à Nuevo León, au Mexique. La dynamique s’est ensuite modérée à la clôture du marché : les actions ont fini à 1 852,22 $, soit une hausse quotidienne de 2,46 %.

Faits marquants
Les actions de SK Hynix ont gagné 13 % lors de leur première séance de cotation au Nasdaq, pour clôturer à 168,01 $ contre un prix d’introduction en bourse de 149 $.
L’offre a généré 26,5 milliards de dollars de produits, se classant comme la deuxième plus grande introduction publique de l’histoire du monde, derrière SpaceX.
Le directeur général Kwak Noh-jung a projeté 2027 comme l’année la plus difficile pour l’offre de mémoire dans l’existence du secteur.
Le président Chey Tae-won a révélé que l’appétit des clients est si solide que des projets visant à doubler la capacité de production sur cinq ans restent encore en deçà des besoins.

Key Takeaways
Apple launched legal action against OpenAI and two former staff members in federal court Friday
Former Apple VP of product design Tang Yew Tan and engineer Chang Liu face accusations of misappropriating proprietary information
The iPhone maker alleges OpenAI leveraged stolen technical data to develop competing consumer hardware
According to Apple, the company attempted to address concerns with OpenAI in February without success
OpenAI refutes the allegations, stating it has “no interest in other companies’ trade secrets”
The Cupertino-based technology giant initiated legal proceedings Friday in the U.S. District Court for the Northern District of California, targeting OpenAI, two former Apple personnel, and hardware venture io Products.
$AAPL sued OpenAI in federal court, alleging trade secret theft tied to OpenAI’s consumer hardware push.
Apple named OpenAI hardware chief Tang Tan and former Apple engineer Chang Liu in the suit, alleging confidential hardware files and unreleased product materials were taken.… pic.twitter.com/qJKR7X6vDq
— Wall St Engine (@wallstengine) July 11, 2026
The complaint alleges a systematic scheme by OpenAI to obtain Apple’s proprietary data through strategic recruitment, supplier relationships, and unauthorized access to protected documents.
The defendants include Tang Yew Tan, who previously served as Apple’s VP of product design overseeing iPhone and Apple Watch development, and Chang Liu, a senior electrical engineer. Tan dedicated nearly a quarter-century to Apple before transitioning to OpenAI in the role of chief hardware officer.
According to the filing, Liu allegedly retained an Apple-issued laptop and exploited a security vulnerability to extract “dozens of confidential hardware-related files” from the company’s protected systems.
The lawsuit claims Tan transmitted supplier details and proprietary industry analyses to his personal email account prior to his departure from Apple.
Apple further alleges that OpenAI recruitment practices included requesting job applicants to bring actual Apple hardware components for demonstration purposes during interviews. One prospective hire reportedly expressed surprise, stating they “didn’t even know we could take those from the office.”
OpenAI has categorically rejected these claims. Company spokesperson Drew Pusateri emphasized that the organization remains “focused on building innovative technology that empowers people everywhere.”
Apple’s legal filing indicates more than 400 former Apple personnel currently hold positions at OpenAI. The complaint clarifies that this employee exodus does not authorize OpenAI to exploit confidential information obtained during their Apple tenure.
What’s at Risk: Hardware Competition and Deteriorating Relations
This legal battle emerges amid OpenAI’s expansion into consumer electronics. The AI company completed a $6.5 billion acquisition of io Products last year, a startup co-founded by legendary Apple designer Jony Ive, who is not implicated in the current litigation.
Industry observers anticipate OpenAI will unveil its debut hardware offering—an AI-powered keyboard—within weeks. Market analysts suggest the company is simultaneously developing a smartphone or alternative standalone device.
The two companies previously maintained a collaborative relationship. Throughout 2024, Apple incorporated ChatGPT functionality into its ecosystem via Siri integration. However, this year saw Apple redirect substantial AI capabilities toward Google’s Gemini platform.
Stanford Law professor Mark Lemley characterized the litigation as potentially “very big,” while acknowledging that California law permits hiring from competitors. He emphasized, however, that appropriating confidential materials would create significant legal exposure for OpenAI.
Apple seeks injunctive relief preventing OpenAI from utilizing any allegedly misappropriated information, plus monetary damages to be determined.
The complaint asserts that Apple’s hardware operations “now rest on the shakiest of foundations” if competitors build products using stolen intellectual property.
This lawsuit represents a dramatic reversal in what had been a cooperative business relationship. Apple CEO Tim Cook announced his planned retirement later this year, with OpenAI’s Sam Altman praising him as “a legend” during the April announcement.
The post Apple Takes OpenAI to Court Over Alleged Theft of Trade Secrets by Former Staff appeared first on Blockonomi.

Key Takeaways
White House officials facilitated partnerships between Intel and major tech players including Apple, Nvidia, and SpaceX to support the chipmaker’s revival.
Apple committed to utilizing Intel’s manufacturing capabilities for select Mac and iPhone components following tariff relief negotiations.
Washington transformed $9 billion in federal funding into a 10% ownership position, becoming Intel’s biggest shareholder.
Intel shares have surged more than 300% since Lip-Bu Tan assumed the CEO role in March 2025.
Strategic investments totaling $7 billion from Nvidia ($5B) and SoftBank ($2B) have bolstered Intel’s capital expenditure capacity.
Intel’s turnaround narrative is gaining momentum. Through a strategic mix of governmental intervention, new capital infusions, and aggressive internal transformation, the semiconductor manufacturer has reclaimed its position as a serious industry player — with its share price reflecting the shift.
Intel (INTC) closed near $109.84 before experiencing a 2.40% decline on Friday. However, this minor setback hasn’t diminished the stock’s remarkable climb — shares have multiplied more than fourfold since Lip-Bu Tan stepped into the chief executive position in March 2025.
According to Friday reporting from The Wall Street Journal, the Trump administration actively intervened to steer prominent technology corporations toward Intel’s fabrication facilities. President Trump and Commerce Secretary Howard Lutnick directly approached Apple CEO Tim Cook during semiconductor tariff discussions last year, encouraging the tech giant to leverage Intel’s manufacturing capabilities.
Apple subsequently obtained tariff relief following pledges to increase domestic investments. The company now intends to contract Intel for chip production across certain Mac and iPhone product lines, according to sources with knowledge of the arrangements referenced in the Journal’s reporting.
The administration’s involvement extended beyond simple encouragement. Federal authorities restructured $9 billion in government grants into a direct 10% equity position in Intel, elevating Washington to the status of the company’s principal shareholder. Such substantial direct government ownership in an American technology corporation represents an extremely rare occurrence.
Administration representatives additionally promoted Intel collaborations with Nvidia and Elon Musk’s SpaceX venture, while maintaining ongoing communication with Intel leadership to monitor corporate advancement and foundry build-out.
Tan Drives Internal Transformation
Beyond external support, Tan has executed rapid organizational changes. He restructured Intel’s engineering divisions, recruited senior talent from Samsung and SK Hynix, and allocated increased capital toward manufacturing infrastructure to accelerate production of high-priority semiconductor products.
The transformation strategy shows evidence of effectiveness. Intel announced a 22% annual increase in first-quarter data center revenue, reaching $5.1 billion driven by robust Xeon processor demand. While the company continues to register quarterly losses, momentum indicators have turned positive.
Google Cloud committed to a substantial Xeon CPU procurement, with company representatives crediting Tan’s leadership as influential in their vendor selection.
Investment Influx Strengthens Financial Position
Beyond governmental support, Intel has secured substantial private investment. Nvidia contributed $5 billion to the company, with SoftBank adding another $2 billion. These capital injections have enabled Intel to maintain aggressive manufacturing expenditures rather than implementing cutbacks.
The convergence of customer agreements from Apple and Google Cloud, capital from Nvidia and SoftBank, and the federal equity position has fundamentally altered Intel’s trajectory over the past twelve months.
Intel’s data center segment growth of 22% year-over-year to $5.1 billion during Q1 represents the most current concrete financial indicator supporting the company’s recovery thesis.
The post Intel (INTC) Stock Surges 300%+ as White House Orchestrates Chipmaker Turnaround appeared first on Blockonomi.

Points clés
Les actions d’American Bitcoin Corp ont chuté de plus de 95 % par rapport à leur plus haut historique, atteignant des niveaux records cette semaine
L’effondrement a effacé plus de 600 millions de dollars de la participation de 6 % d’Eric Trump
Un regroupement d’actions inversé obligatoire de 1 pour 15 a été mis en œuvre afin de maintenir la conformité avec le Nasdaq
Des opérations minières concurrentes ayant basculé vers une infrastructure d’IA ont gagné environ 60 % depuis le début de l’année, contrastant fortement avec la baisse de 77 % d’American Bitcoin
Malgré l’enregistrement d’un déficit opérationnel de 118,2 millions de dollars au T1, Eric Trump reste déterminé à accumuler du Bitcoin

Résumé rapide
Bitcoin reçoit la plus grande allocation, soit 40 %, grâce à l’adoption institutionnelle et à la stabilité éprouvée du marché
Ethereum capte 25 % du portefeuille grâce à sa domination dans la finance décentralisée et les contrats intelligents
Solana revendique 15 % grâce à un débit de transactions supérieur et à l’essor de l’écosystème
Chainlink obtient 10 % en fournissant des services d’oracle critiques sur les réseaux blockchain
Near Protocol capte 5 % en offrant une exposition à l’intégration de l’IA et à l’innovation de couche 1
Un expert en crypto-monnaies a détaillé une approche stratégique pour répartir 1 000 $ entre cinq actifs numériques plus une réserve en stablecoin, conçue pour optimiser à la fois la sécurité et le potentiel de hausse dans l’environnement de marché actuel.