律动BlockBeats

BlockBeats news: On July 14, according to official information, the Binance Alpha blind box airdrop has been launched. The airdrop pool includes tokens from two projects: Orochi Network (ON) and Metaplex (MPLX). Users holding at least 251 Binance Alpha points can claim a one-time token airdrop on the Alpha campaign page.
After claiming, users will be assigned to different reward tiers and will receive one of the following rewards: 315, 395, or 1125 ON tokens; 1038, 1298, or 3705 MPLX tokens. Rewards will be distributed on a first-come, first-served basis. If rewards are not fully distributed, the points threshold will be automatically reduced by 5 points every 5 minutes.

BlockBeats message: On July 14, Dragonfly managing partner Haseeb Qureshi said that the previously feared scenario of AI triggering a DeFi “hacker apocalypse” has not materialized. Data shows that although the number of 2026 hacking incidents hit a new high, the median loss per attack has fallen to below $500,000, whereas the figure in 2025 was above $2 million.
Haseeb believes that with the help of AI, attackers currently mainly target small protocols with weak security, while large DeFi protocols have gradually strengthened their defenses. After excluding the 2025 Bybit stolen funds incident and major attacks in 2026 such as KelpDAO and Drift Protocol, the amount stolen per month this year remains lower than last year.

BlockBeats report: On July 14, after Bitcoin fell yesterday from $64.4k to $61.8k, it stabilized and is now trading at around $62.6k. Coinglass data shows that over the past 24 hours, the total liquidation amount across the entire network was about $283 million, of which long positions accounted for 74%. Binance liquidation heatmap indicates that $61.3k is a key liquidation level below.
Market analysis believes the sharp drop in the South Korean stock market is driving some capital back into the crypto market. Since last Friday, the KOSPI index has fallen by about 10% cumulatively. Wu Blockchain data shows that as a result, trading volume on the South Korean exchange Upbit has surged by 1426%, indicating that some investors are shifting from the stock market to crypto assets.

BlockBeats report: On July 14, trader Max Crypto said that Bitcoin’s two-month Stochastic Relative Strength Index (Stochastic RSI) historically confirmed market bottoms during the 2014, 2018, and 2022 bear markets after a bullish crossover appeared and then it fell back to 0. He believes this pattern “will appear again in 2026.”
TradingView data shows that Bitcoin’s two-month Stochastic RSI is currently 4.81. It previously fell into the oversold zone (below 30) in March this year, and the current level is the lowest in more than three years.
In addition, several analysts continue to watch bullish signals from traditional RSI indicators. Trader BitcoinHyper noted that Bitcoin’s daily RSI and the S&P 500 are forming a bullish divergence. Trader Osemka said that in early June, Bitcoin’s daily RSI once fell to 15, which is an exceptionally rare historically oversold level and similar to what was seen near the bottoms of previous bear markets. However, he still does not rule out that a deeper pullback could occur before the final bottom is formed.

Original title: Tonight, the world’s three major tests for financial markets: U.S. CPI, the Wosch hearing, and earnings season?
Original author: Xu Chao, Wall Street Insights
Rate-hike expectations for the Federal Reserve have suddenly surged, the bank earnings season has officially kicked off, and the newly appointed chair makes his first appearance before Congress—three key variables overlapping in the same time window make Tuesday the single most decisive day for markets in recent weeks.
On Tuesday, the U.S. June CPI data will be released first at 8:30 a.m. Washington time, followed by Federal Reserve Chair Kevin Wosch, in his new capacity, making his first appearance before the House Financial Services Committee for a hearing. That day also features five major banks—JPMorgan Chase, Bank of America, Wells Fargo, Goldman Sachs, and Citigroup—concentrated reporting of their second-quarter results, kicking off this earnings season. BMO Capital Markets’ U.S. rates strategy head Ian Lyngen said, “The combination of CPI data and Wosch’s testimony will, in some direction, significantly alter the probability of further rate hikes.”

BlockBeats news: On July 14, the Ministry of Strategy and Finance of South Korea said it will continue推进 blockchain and the digital asset economy in the second half of 2026, with priorities including推进 the legislation of (Digital Asset Basic Act),推进 institutional-type CBDC-linked government bond tokenization pilot projects, and研究 the interoperability between CBDC and other blockchain networks.
In addition, the South Korean government also plans to establish a legal framework for cross-border stablecoin transactions,推动 revision (Capital Markets Act), to provide a legal basis for launching South Korea’s first batch of spot crypto ETFs, and to explore using blockchain to manage and trade carbon credits in the global voluntary carbon market (GVCM).

BlockBeats message: On July 14, Binance announced that users should be ready to claim the Binance Alpha token drop and trade today at 11:00 (UTC). This event uses an updated Binance Alpha Box model, where the drop pool contains tokens from multiple projects. Users with at least 251 Binance Alpha points can claim a token on a first-come, first-served basis. Claiming the drop will consume 15 Binance Alpha points.
In addition, this token drop has three reward tiers: Standard (80% of the reward pool), Rare (15%), and Super Rare (5%), and each tier corresponds to a different alpha box value. When claiming, users will be assigned to one of these tiers. Rewards will be distributed according to these tier ratios. If rewards are not fully claimed, the points threshold will automatically decrease by 5 points every 5 minutes.

BlockBeats message: On July 14, according to U.S. media outlet Semafor, a White House official said that Trump was “very serious” about his plan to impose a 20% toll on goods transiting through the Strait of Hormuz—an initiative he has been trying to push forward for months.
For a long time, Trump has shown a desire to impose tolls. In April, he questioned his government about why it “didn’t” do so, and threatened that if an agreement with Iran was not completed within 60 days, he would charge fees in June. But Trump doesn’t always put his ideas into practice, and until this week, he had refused to officially announce the plan—partly because someone in his inner circle opposed it. “This has always been something he wanted to do, but someone tried to persuade him to give it up,”

TL;DR
· Morgan Stanley expects the AI-scaled networking opportunity to reach about $70 billion by 2030, more than four times last year's estimate.
· From 2026 to 2027, scaled networking will still be dominated by copper cabling, and CPO may only form 20%-30% penetration by 2029-2030.
· Keysight, Astera, Broadcom, and Semtech are likely to benefit earlier, while Corning, Lumentum, and Coherent may see more resilience later.
In its latest report, Morgan Stanley estimates the 2030 AI-scaled networking market opportunity at about $70 billion, and brings copper cabling back to the forefront by reframing its lifecycle in AI clusters.

BlockBeats message: On July 14, data from the shipping platform Kpler showed that between July 10 and 12, the number of vessels transiting the Strait of Hormuz decreased by about 52% year-on-year. Each vessel has once again adopted more cautious routes. At the same time, the number of ships traveling via Iran and the “backchannels” increased somewhat, while vessel activity along routes designated by the International Maritime Organization and in the waters of Oman has almost completely stopped.
Although there have been no further confirmed attacks by the International Maritime Organization since June 27, the heightened tensions between the US and Iran and the warnings from Iran’s Islamic Revolutionary Guard Corps have kept the commercial shipping industry on high alert.

BlockBeats message, July 14: Samsung Electronics said that it is currently not considering the possibility of issuing U.S. depository receipts (ADRs).
Earlier, people familiar with the matter said Samsung Electronics is in the initial stage of exploring the issuance of U.S. depository receipts (ADRs). Samsung has held preliminary discussions with multiple banks, but has not yet decided whether to proceed with the relevant plan.
Samsung will closely monitor the stock trends of storage-chip companies that experience high volatility during the decision-making process. If the company ultimately moves forward with a U.S. listing, its large business portfolio and the ongoing emergence of labor-management disputes could pose challenges for the design of the transaction structure. According to people familiar with the matter, Samsung had previously assessed the possibility of issuing ADRs but ultimately decided to abandon it. However, SK hynix’s recent successful U.S. listing has provided new impetus for Samsung to reexamine this option.

BlockBeats message: On July 14, as tensions between Iran and the U.S. escalated and shipping activity through the Strait of Hormuz dropped sharply, Asian refineries are restarting spot purchases of U.S. crude oil to hedge the risk of disruptions to Middle East supply. Multiple industry executives involved in U.S. crude oil sales and Asian refinery procurement said both sides have resumed negotiations for spot trading of U.S. crude oil.
Data show that, as of Tuesday, the number of vessels observable transiting the Strait of Hormuz is nearly at a standstill. Kpler data indicate that on Sunday last week, only 14 vessels passed through the Strait of Hormuz, including four crude oil tankers—down by about 60% compared with the same period the previous week. Before the outbreak of the conflict, more than 100 vessels transited the strait each day, with roughly 20 million barrels of petroleum products transported via the route.

Original headline: (IOSG Weekly Brief | AI at the Crossroads: Why Wall Street Is Saying “No” to ChatGPT and Claude? #336)
Original source: IOSG Ventures
Why is private AI needed
On July 1, Palantir CEO Alex Karp delivered a 20-minute interview on CNBC that some media outlets described as a “mental breakdown.” According to Karp, companies are paying a token premium to advanced labs, while at the same time watching their own IP flow toward model providers. He calls this leakage a transfer of alpha, and says the transfer is happening at the architectural level: every request sent to a closed-source model arrives at the service provider’s servers in plaintext. Just days before the segment aired, Palantir announced a collaboration with NVIDIA to run open Nemotron models in a customer-controlled environment—and also released a nine-point AI sovereignty declaration. After the CNBC segment aired, PLTR surged 8%.