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Today · 2026-08-04 · Tue

SAMSUNG, SK HERCULES, MIZUOKA AND THE CXL CONTROLLER

On 20 July, according to the Korean technology media ZDNet Korea, Samsung electronics, SK Hercules and American light technology reduced or abandoned the commercialization of CXL extension controllers. Specialized chip design companies such as Montage Technology (Montectech), Astera Labs and Primemass are filling this gap. This change means that the division of labour in the CXL ecosystem is being reshaped, with memory manufacturers focusing on manufacturing, and design ownership shifting to independent chip design companies. For capital markets, not only does it benefit the relevant chip designer, but it also means that in the short term the three major memory producers will not be able to enter into new competition around a complete CXL solution, and their core profit model will continue to be around traditional DIM memory products。

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Bitmine had 7430 extra ETHs last week and bought back about 5.5 million shares. Unit

As at 19 July of Eastern United States time, BitMine's encrypted currency + total cash holdings + the Moontop Plan totalled $11.5 billion. Bitmine holds 5,777,468 ETH (7430 more than last week), and Bitmine holds 4.8 per cent of the total supply of the ethods (120.7 million). In addition, 207 BTCs, 180 million Best Industries shares, 58 million dollars in Eightco Holdings (Nasdac code: ORBS) and $385 million in uncollateralized cash were held. As at 19 July 2026, the total number of ETH pledged by Bitmine was 4,917,189 (with a total value of $9.2 billion per ETH 1,879. Mr. Tom Lee, Chairman of Bitmine, stated that “Bitmine bought back approximately 5.5 million regular shares last week at an average of $15.6156. We believe that the repurchase of common shares will enhance the value of shareholders.”

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FORECASTING THE PRICE OF THE HOTEL: A BREAKTHROUGH COULD PUSH ETH TO $2500

ACCORDING TO ANALYSTS, IF THE VALUE OF THE TAIFUNG (ETH) REMAINED CONSTANT AT OVER $1825, IT COULD EXCEED $2,500 AND BOOST THE FLOW OF ADDITIONAL FUNDS TO THE SHENFENG-RELATED BANKNOTES. ETH HAS EXCEEDED ITS RESISTANCE POSITION OF $1825 AND HAS ATTEMPTED TO CONVERT IT INTO A SUPPORT POSITION, WHICH, IF SUSTAINED, WOULD CONTRIBUTE TO FURTHER RECOVERY, WITH TARGET AREAS RANGING FROM $2465 TO $2620. ETH/BTC TRANSACTION PAIRS ARE ALSO TESTING LONG-TERM SUPPORT POSITIONS, AND CONTINUED BREAKTHROUGHS WILL MARK THE FIRST SIGNIFICANT CHANGE IN RELATIVE STRENGTH AND SUPPORT THE WIDER RECOVERY OF COINS WITHIN THE TAIFOW ECOSYSTEM。

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The Al-Houthi forces have indicated that a ban on maritime navigation will be imposed on Saudi Arabia on Monday

On 20 July, Yemeni Al-Houthi forces issued an official statement on 20 July, local time, announcing a ban on maritime navigation against Saudi Arabia in response to what they termed the Saudi “unjust and brutal blockade and aggression”. The declaration was issued by the Yemeni armed forces and entered into force from the time it was issued. It refers to the religious classics and refers to the total blockade of Yemen's ports, airports and land ports imposed by Saudi Arabia for nearly 12 years, claiming that they “have no rights or humanitarian grounds” and causing “unaffordable suffering” to the Yemeni people. The statement also alleged that the recent Saudi attack on Sana'a International Airport was “a flagrant act of aggression in flagrant breach of trust”. Kim Xian

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The AI security start-up, Neo, completed $100 million in financing, a16z

Neo, an AI security start-up company, announced the completion of $100 million in financing, with the current round being led by the venture capital, Andressen Horowitz (a16z) and Bessemer Venture Partners, with the participation of Craft Ventures and Merlin Ventures. According to the information received, the company, located as an “agent software control company”, works to build real-time control layers for the enterprise, helping the security operations team (SecOps) to manage and protect the rapidly expanding AI Agents, AI applications, browsers, identity systems and the intellectual capabilities of traditional software, and new funds will be used to expand the engineering and market team and accelerate business client outreach。

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THE BITCOIN IMPLICIT VOLATILITY INDEX BVIV APPROACHES CRITICAL SUPPORT AREAS AND MARKETS ARE AT RISK OF VOLATILITY

According to Coindesk, market analysts have alerted traders to the movement of the 30-day BVIV index of bitcoin, which currently hovers between 34 and 38 per cent. Historical data indicate that the region often foresaw the risk of fluctuations and price reversals, and that bitcoin prices fell from $74,000 to less than $60,000 in less than a week after BVIV entered a similar zone at the end of May today. Currently, BVIV is below the 30- and 200-day simple moving average, with bitcoin prices above $64,000。

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The American-Iranian conflict has maintained a fragile balance, and Israel has invested $45 million to influence American public opinion

The Wall Street Journal reports that the United States and Iran maintain a fragile balance between military operations and diplomatic negotiations, that the United States continues to strike at infrastructure in Iran and that Iran attacks United States targets in the area. Israel is now exercising restraint, but there is a risk of direct Israeli involvement if United States forces attack Iranian nuclear facilities or ballistic missile projects, the situation escalates by miscalculation or when Israel voluntarily seeks military opportunities. The Israeli Government had recently invested $45 million to improve United States public awareness of Israeli policy。

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