律动BlockBeats

BlockBeats message. On July 7, CryptoQuant analyst Darkfost said in a post that Bitcoin’s apparent demand has almost always remained in negative territory this year, reflecting that market demand is still weak. This is also an important reason why Bitcoin’s price action continues to face pressure. However, demand has shown some improvement recently, which may help BTC maintain a period of consolidation within its current price range.
On June 3, Bitcoin’s apparent demand fell to the lowest level of the year at -275,000 BTC. It has since rebounded to about -75,000 BTC. While the scale of improvement is worth noting, a true demand recovery still requires this indicator to stay in the positive range for the long term.

The chairman of the Federal Reserve, Kevin Wosch, did not announce a rate cut. When discussing inflation, he said that inflation expectations and inflation risks have eased over the past few weeks. He also reiterated that the Federal Reserve will hold the 2% inflation target.
The second half of the statement is not dovish, but the market took the first half. Bitcoin rebounded quickly from its lows and once again approached $60,000. Then, with U.S. employment data weakening and expectations of further rate hikes continuing to cool, the market shifted from a “repair” move to a “relay.”
Over the past few weeks, what markets feared most was that the Federal Reserve would keep interest rates at high levels and even raise tightening expectations again. For Bitcoin, this is not an abstract macroeconomic judgment. The firmer the interest-rate expectations, the narrower the valuation space for risk assets, and leveraged positions are also more likely to be wiped out first.

BlockBeats message, on July 7, Goldman Sachs said in its latest report that after semiconductors pull back, there are still investment opportunities. However, AI chip trading has entered a more selective phase, and investors should not simply buy the entire sector at once.
The article notes that the PHLX Semiconductor Index has risen more than 80% year to date, significantly outperforming the S&P 500 and the Nasdaq Composite. The strong performance has raised the bar for subsequent earnings delivery, and it has also made the risk-reward situation more differentiated ahead of the Q2 earnings season.
Goldman Sachs still likes certain sub-segments, including CPUs, ASICs, memory, and semiconductor equipment. The firm believes these areas benefit more directly from the expansion of AI infrastructure, and demand visibility is relatively higher.

BlockBeats message, July 7 (The Wall Street Journal). Yesterday, the Wall Street Journal published an article analyzing the recent high-volatility state of the Korean stock market. The article cites data showing that over the past year, the number of days when the Korea KOSPI index had a daily fluctuation of more than 2% reached as many as 77 times. During the same period, the U.S. major stock index S&P 500 had only five instances of such extreme volatility. There were 44 days when the KOSPI’s daily fluctuation exceeded 3%, while the S&P 500 never exceeded 3%. The number of days when the KOSPI’s daily fluctuation exceeded 5% was 23.
According to the report, this volatility has become one of the factors attracting many retail investors in South Korea—who trade purely for the purpose of trading. Maxence Visseau, founder of the macro and quantitative hedge fund Arkevium Capital, commented: "For retail investors who seek thrills, volatility is precisely what attracts them."

BlockBeats news, July 7: Yli Hu (Yi Lihua), founder of Liquid Capital (formerly LD Capital), said, “(Bitcoin) is still in a downtrend on the weekly timeframe. Only a strong breakout above 68,000 can confirm a decent reversal. If it can’t break out, it will probe the bottom again. We hope that a bad scenario like breaking below 47,000 won’t happen.”
“No matter what, in the coming months, prepare to buy the dip with all your might. In moments when others are panicking, be greedy. Besides mainstream coins, we’re also looking for the next round of 100x coins in the bull market. In the last cycle, our dip-buying investment in Render saw a maximum increase of nearly 180x. Although most coins are trash, there are very few that are absolutely guaranteed to have a big opportunity. First, they have dropped more than 95% driven by the market. Second, the founder’s combativeness is strong, and the direction aligns with the trend and real demand—such as AI. The finances are fine, and ideally they’re profitable. If there are projects like that, they can be recommended.”

TL;DR
· Nomura expects the MLCC release film demand from 2025 to 2028 to have a CAGR of about 10%, and Lintec has been given a Buy rating.
· AI servers require more high-end multi-layer MLCCs, and the release film is used in the slurry coating, printing, and stacking stages.
· Japanese manufacturers hold more than 80% of the market share, but performance upside is still limited by price pressure in 2026 and the pace of capacity expansion.
In a July 2 research note, Nomura Securities connected AI server demand to a more upstream Japanese materials segment: MLCC release film. The firm expects the compound annual growth rate of demand for this material from 2025 to 2028 to be about 10%, and it has given Lintec a “Buy” rating with a target price of 7,850 yen.

BlockBeats news: On July 7, last January, the eponymous meme coin TRUMP released by Trump seemed to mark the end of an era. After a year and a half, this time, the crypto KOL Ansem seems to want to “make meme great again” all by himself.
According to GMGN quotes, as of the time of publication, the circulating market value of ANSEM tokens is currently $417 million, having surpassed TRUMP’s $395.8 million.
It should be noted that the ANSEM tokens originally allocated 65% to Ansem himself, but these tokens were not locked. Ansem has continued to use this portion to air drop to the community and incentivize promotions. Therefore, this 65% stake is not counted as locked tokens. At present, after several rounds of distribution, Ansem’s token allocation has already fallen to 58.43%.

Original title: (After becoming a world champion in League of Legends, using "god-tier plays" to trade stocks...)
Original author: CryptoLeo, Odaily Planet Daily
League of Legends professional players are pouring into the stock market in large numbers.
MLXG and yagao are two representative figures among LOL players who clearly and publicly speculate in stocks: one suffered a huge loss, while the other profited handsomely.
Former LPL professional jungler and now a gaming streamer, MLXG (real name Liu Shiyu), has recently drawn widespread attention due to a lawsuit and debt issues. When he first started trading stocks, he once revealed in a livestream that his returns on A-shares were quite impressive: "I earned a month’s salary in a single day. Streaming is my side gig; stock trading is my main job." But after some time, his tone shifted in the livestream to: "Oh my goodness—how would an amateur like me even know how to do something like this? I’ve lost all my underwear and then some."

BlockBeats report: On July 7, according to official information, Sign has officially reached cooperation with Druk Holding & Investment (DHI), a subsidiary’s national digital identity company (Bhutan NDI) of the Kingdom of Bhutan’s sovereign wealth fund. Together, they will build a secure, inclusive, and interoperable system for sovereign digital identities and verifiable credentials (Verifiable Credentials) for governments around the world.
In a previous announcement, on June 18, the SIGN Foundation, along with Bhutan NDI and the Ministry of Communications, Technology and Innovation (MoCTI) of Sierra Leone, jointly signed a Memorandum of Understanding (MoU) to co-design, develop, and implement Sierra Leone’s national digital identity platform. Built on open-source technologies and verifiable credentials that comply with W3C standards, the platform will enable citizens to securely prove and manage their own identities, while upholding high standards for privacy, security, and data sovereignty.

BlockBeats message, July 7: today Samsung Electronics issued an earnings guidance that beat expectations. The company’s operating profit increased by more than 1,800% year-on-year, with quarterly earnings exceeding the total of the past three years. At the same time, revenue also grew 129% year-on-year to 171 trillion won. However, investors apparently didn’t buy it. After the Korean stock market opened, Samsung Electronics kept falling, with a maximum drop of 8%.
Analysts attribute Samsung’s weak share price to overly high expectations in parts of the market. After accounting for employee bonus provisions, profits—driven by record-high memory chip prices—could have exceeded 900 trillion won. In addition, the market is also concerned that construction of AI data centers may slow down. Petra Capital Management managing partner Albert Yong said, "Samsung’s strong performance has long been widely expected by the market, and the pre-earnings share price rally has largely priced it in. Investors still worry about the sustainability of the AI boom, as well as the risk that major U.S. tech companies’ spending on AI infrastructure may slow down."