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ANALYSTS PREDICT A 15 PER CENT INCREASE IN STORAGE SPACE FOR MSSS. THE ANALYSTS COMPARED THE BASIC HOLDING OF THE ETF THAT WE COVERED, CALCULATED THE DIFFERENCE BETWEEN THE TRANSACTION PRICE PER WAREHOUSE AND THE AVERAGE ANALYST ' S TARGET PRICE FOR 12 MONTHS, AND DERIVED THE WEIGHTED AVERAGE IMPLIED ANALYSER ' S TARGET PRICE FROM ETF ITSELF。
View DetailsAccording to Bloomberg, as a result of the refusal of banks and payment networks to process related payments, United States grey market pelican buyers switched to encrypted currency, and suppliers received $32 million in encrypted currency in the first quarter, an increase of 700 per cent over the same period。
View DetailsHyperliquid indicated that the unlicensed de-centreized forecast market would be introduced through HIP-4 upgrades, which were planned to be launched first in the testing network and then released on the main network。
View DetailsACCORDING TO THE BRAZILIAN SECURITIES AND EXCHANGE COMMISSION (CVM) BULLETIN, CVM HAS ESTABLISHED A SECURITIES MONETIZATION WORKING GROUP (GTT), WHICH WILL STUDY SECURITIES REGISTRATION, STORAGE, HOSTING, TRADING AND SETTLEMENT ACTIVITIES BASED ON DISTRIBUTED BOOK TECHNOLOGY (DLT) AND PROPOSE TECHNICAL RECOMMENDATIONS AND REGULATORY MEASURES. THE WORKING GROUP HAD AN INITIAL PERIOD OF 120 DAYS AND COULD BE EXTENDED BY 30 DAYS FOR ITS FIRST OUTCOME TO BE SUBMITTED TO THE CVM COMMISSION WITHIN 60 DAYS OF ITS ESTABLISHMENT FOR A PROGRAMME OF EXPERIMENTAL REGULATORY SYSTEMS FOR THE MONETIZATION OF SECURITIES。
View DetailsOn 20 July, Cointelegraph reported that Grayscale planned to use the net proceeds of ETH and SOL to provide quarterly interest to ETHE and GSOL shareholders。
View DetailsOn 20 July, the Torch core Technology Bulletin made significant progress in the development of the company ' s second-generation computing technology. The second generation of NPUs, compared to the first generation, has significantly increased their calculus, supported larger model sizes and optimized the whole range of energy efficiency ratios, utilization and quantitative accuracy; the SoC chip to be used in the second generation to calculate NPUs will be officially streamed this year, and is expected to be imported in a multi-brand, multi-species scale next year. At the same time, the company has invested heavily in the development of an AI tool platform to create ecology and help its clients to adapt the AI model more efficiently; as the company ' s R&D work advances, the company ' s side AI chip application will gradually reach out to outside the audio market, and in the multibrand, multi-species, multi-calculations and multidimensional ecology, it will continue to drive the end AI from the concept of technology to the real consumer market. Kim Xian
View DetailsU.S. AND BREWERY OILS CONTINUED TO DECLINE, WITH WTI CRUDE OIL FALLING BY MORE THAN 1 PER CENT PER DAY, AND US$ 81.50 PER BARREL. BRENT CRUDE OIL IS NOW DOWN BY 0.64 PER CENT, REPORTING USD 86.19/BARREL. KIM XIAN
View DetailsOn 20 July, according to fast-track technology, the world is now investing in AAI, but a well-known analyst, Ed Zitron, has recently warned that there is a heavy debt burden on AI’s leader, OpenAI, which, if declared out of business, could trigger a series of chain reactions and even trigger the detonation of an AI bubble. The financial statements of OpenAI 2025, verified by Ed Zitron in conjunction with the Financial Times, show that while the total revenue received by OpenAI in 2025 increased significantly from $3.7 billion in the previous year to $13.07 billion, total cost and cost expenditure amounted to $34 billion during the same period, with a single-year operating loss of approximately $21 billion. After taking into account the large one-time non-cash costs incurred in the transition from a non-profit organization to a profit-making entity, estimated by the parties at between $30 billion and $41.6 billion, the final net book losses of OpenAI in 2025 amounted to $38.53 billion. OpenAI is one of the largest buyers of GPU at the NVIDIA data centre and a core customer for cloud service providers such as Oracle and CoreWeave, with soft silver pledging up to tens of billions of dollars to OpenAI. If OpenAI is not in a position to pay the costs of its infrastructure partners on time in the future, the impact will immediately affect these enterprises. Zitron further stated that once AI ' s investment booms receded, memory needs would be reduced significantly, and that the current HBM deficit was largely driven by the huge demands of AI training and reasoning, and that the memory giants Samsung, SK Hercules, Migwang and Sandisk had leaned their production towards HBM, crowding out traditional DRAM and NAND flash capacity. If OpenAI shrinks its calculus input or stops expansion, GPU demand declines will be transmitted directly to HBM, and memory chips may no longer be in short supply, and these giants will be put back in shape and the whole industry will face a reshuffle。
View DetailsON 20 JULY, THE JTW (301012.SZ) ANNOUNCED THAT SICHUAN SMART TECHNOLOGY LTD., A WHOLLY OWNED SUBSIDIARY OF THE COMPANY, HAD SIGNED A CALCULATOR SERVICE CONTRACT WITH CLIENT A TO PROVIDE CALCULATOR SERVICES FOR A PERIOD OF 60 MONTHS, WITH A TOTAL TAX VALUE OF APPROXIMATELY $860 MILLION, OR 67.22 PER CENT OF THE COMPANY ' S AUDITED OPERATING INCOME IN 2025。
View DetailsAccording to Analyst Bill Dudley, the reason for the Fed to tighten monetary policy remains strong, regardless of how high-frequency data fluctuate. First, in view of the asymmetries between the current economic situation and the two objectives of the Federal Reserve to achieve full employment and price stability, a tight monetary policy is appropriate. On the one hand, the unemployment rate has remained stable and very close to what the members of the Federal Open Market Council consider to be a level of full employment; on the other hand, inflation remains high, with core inflation indicators ranging between 2.4 and 3.3 per cent. In such cases, monetary policy should be austerity measures. Second, there is little evidence of a tightening of current monetary policy. Federal funds interest rates have remained at current or higher levels for almost four years, unemployment rates have remained fairly stable and have been at full employment levels for the past two years. If the policy is really tight, then in theory it should be seen that unemployment is rising and inflation is falling. The current strong financial market conditions also support this judgement. Thirdly, the AI investment boom also supported further tightening of monetary policy. The surge in AI spending is driving real GDP growth and pushing up prices in a number of areas, such as electricity costs and the price of semiconductor chips. While AI is expected to raise productivity and help reduce inflation in the long run, the prevailing role remains to stimulate demand and push prices up. Fourthly, the credibility of the Fed is at risk. Inflation has exceeded the Fed's target of 2 per cent for more than five consecutive years. If the Fed hesitates, market participants may think that Walsh's hard-line rhetoric is “a bluff”. The Fed should not tighten monetary policy simply to enhance its credibility against inflation. But the reality is that the Fed faces asymmetrical risks: In the coming years, if monetary policy is not sufficiently restrained to bring inflation back to 2 per cent, the costs will be higher than the costs of a slightly more restrictive policy and a posteriori proof of excessive tightening. Walsh has been high-profile in his commitment to achieving price stability and preserving the Fed’s independence, but action is far more convincing than words. While the establishment of working groups and the introduction of new ideas were positive, monetary policy could not be outsourced to outside experts or financial market participants. The Fed needs to step up its efforts to tighten monetary policy. Bill Dudley expects that the Fed will maintain monetary policy at its meeting next week, but by the fall the pressure to tighten monetary policy will be enormous. (KIM XAPP)
View DetailsAccording to RRTNews, as tensions escalated in the Middle East, Brent crude oil prices broke for the first time on Monday by $90 per barrel, leading to mixed performance in the European stock market. This increase raised concerns about inflation, interest rates and economic growth。
View DetailsAnalyst Bill Dudley stated that the Federal Reserve should have a tight monetary policy to cope with inflationary pressures and demand stimulus from AI investments and to preserve the Fed ' s credibility. He expected the Federal Reserve to maintain monetary policy at its next meeting, but the pressure to tighten monetary policy in the fall would be enormous。
View DetailsGrayscale announced that its ETH and GSOL shareholders would be awarded quarterly dividends based on net ETH and SOL pledge incentives。
View DetailsThe Cross Chain Agreement Allbridge suspended its Cross Chain Stabilisation Currency Agreement following an attack on about $1.65 million. According to the security companies Certik and Peck Shield, the attackers used the $1.12 million lightning loan from the Solana loan agreement, Kamino, to quickly exchange USDC and USDT to manipulate the internal ratio of the mobility pool to extract assets at a favourable price. The stolen assets have been bridged to an address of the Taifeng and dispersed to multiple addresses, and it is not clear how much of the remaining assets are under the control of the attackers. Allbridge indicated that the agreement had been suspended for investigation and requested that the liquidity provider withdraw funds from the affected pool. The manipulation resulted in an imbalance in the mobility pool and created temporary arbitrage opportunities. Allbridge suffered a similar lightning attack in 2023, resulting in a loss of approximately $650,000. The company raised $2 million in 2022 to expand the bridge service and to finance security audits。
View DetailsOn 20 July, according to the New York Times, the Pentagon concealed dozens of United States military casualties during the Iranian war。
View DetailsAccording to the official announcement, on 24 July 2026 at 14:00 (UTC+8), the Binance leverage will be set up against multiple transactions, including full-time transactions against CYBER/USDC, DOLO/USDC, PIXEL/USDC, STEEM/USDC and warehouse-to-ware transactions against DOLO/USDC, PIXEL/USDC, STEEM/USDC, STEEM/USDC。
View DetailsON 20 JULY, THE BANK RELEASED A REPORT THAT, WITH THE NOTABLE REBOUND OF THE SEMICONDUCTOR PLATE THIS YEAR, THE FUND WAS REBALANCING ITS PORTFOLIO BY MAKING A PROFIT, LEADING TO LARGE-SCALE OUTFLOWS OF FUNDS FROM THE SEMICONDUCTOR AND SOFTWARE PLATE. AT THE SAME TIME, IN ORDER TO REDUCE OVERDEPENDENCE ON ARTIFICIALLY INTELLIGENT THEMES, FUNDS ARE SHIFTING TO TRADITIONAL CYCLICAL BLOCKS SUCH AS ENERGY AND MATERIALS. THE GLOBAL ACTIVE FUND HAS SIGNIFICANTLY REDUCED SEMICONDUCTOR AND SOFTWARE SEGMENTS: SINCE THIS YEAR, THE GLOBAL ACTIVE LONG LINE FUND HAS SOLD SEMICONDUCTOR EQUITIES WORTH $77.4 BILLION IN ORDER TO REBALANCE POSITIONS AFTER A LARGE REBOUND IN THE SEMICONDUCTOR PLATE. AT THE SAME TIME, THE FUND ALSO SOLD SOFTWARE UNITS VALUED AT $58.1 BILLION, OWING TO THE REDUCED PROFITABILITY. FINANCIAL FLOWS TO ENERGY AND MATERIAL BLOCKS TO DIVERSIFY AI THEMATIC RISKS: AS A HEDGE AGAINST OVER-CONCENTRATION OF AI THEMES, THE FUND PURCHASED $36.8 BILLION IN ENERGY UNITS AND $25.8 BILLION IN MATERIAL UNITS THIS YEAR. IN JUNE ALONE, THE GLOBAL FUND NET PURCHASED $13.2 BILLION IN ENERGY, $4.1 BILLION IN MATERIALS, $11.9 BILLION IN TECHNOLOGY HARDWARE AND $8.1 BILLION IN DIVERSIFIED FINANCE。
View DetailsOn 20 July, during the 2026 World Congress of Artificial Intelligence (WAIC), Robo Sense gathered at short notice to formalize strategic cooperation with the United Arab Emirates ' Ai raw technology company, Origen. The two sides will work together on the development of physical AI ecology around smart, space-smart and AI-system applications, in combination with the three-dimensional sensory and scale-compatibility advantages, and Origen ' s resources in the AI First Nations and Middle East markets. As a robotic platform company for physics AI, the rapid build-up of a continuous self-study of core chips, digital sensory product matrices and scale mass production capabilities provides robotics with the core components and infrastructure needed to enter the real world. The collaboration further expanded the fast-growing global network of eco-cooperatives to accelerate the scale-up of robotics and AI systems in smart cities, smart manufacturing and so forth, and to continue to drive physical AI technology to global industrial lands。
View DetailsLee Hardman of Mitsubishi Union Bank noted in his report that, although the real return rate in the United Kingdom had risen with inflation adjustments and fiscal concerns had eased, there was little possibility of a further substantial increase in the pound sterling. He said: “Following the recent strong increase, we believe that the market has factored a great deal of good news into the exchange rate of the pound sterling, which will limit its further access.” As a result of the conflict between the United States and the United States, the rise in energy prices pushed up the return on British bonds. With the coming Prime Minister, Andy Burnham, committing himself to financial accountability, the market has eased initial concerns about political risks. Hardman also referred to reports that Burnham would appoint Minister of the Interior, Shabana Mahmoud, as Minister of Finance, which could further alleviate market concerns about the financial situation。
View DetailsRussian Ministry of Defence: Russian air defence systems shot down eight guided aerial bombs, four United States-made Heimas shells and 917 fixed-wing drones. Two Ukrainian armed forces drones were destroyed in the Black Sea。
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