Flash News

Auto-synced blockchain, market and macro-finance updates

Auto
Today · 2026-08-04 · Tue

The initial AI company, Cuspai, completed nearly $500 million in financing and announced the formation of the AI Materials Factory Alliance

According to information received on 20 July, Bloomberg reports that the production of the most popular advanced semiconductor in the world requires considerable energy consumption and dependence on scarce mineral resources. A British start-up company, Cuspai, which is only two years old, is betting on artificial intelligence to optimize the process and has raised nearly $500 million in financing for it. On Monday, local time, Cuspai announced the establishment of the AI Materials Factory Coalition. The Alliance brings together more than 48 giants of science and technology, industrial enterprises and scientific research institutions, including Young Weeda, Meta and Modern Motors. The Alliance aims to improve material development efficiency and accelerate innovation in advanced semiconductors and related industries by integrating members ' computing resources and scientific capabilities, developing AI software and helping researchers to develop new materials for chip manufacturing and other industries at a cheaper and faster rate。

View Details

Analyst: Long-term holders are still in deficit

On 20 July, CriptoQuant Analyst Darkfost wrote that long-term holders (LTHs) were still in a state of loss and that, according to SOPR indicators, they were still achieving more losses than profit. SOPR (Spent Output Profit Ratio, has spent the output margin) is used to measure the profit or loss ratio that UTXO achieves when spent. This figure shows only UTXO for long-term holders. In early July, the LTH SOPR (7-day moving average) fell to a low point of 0.73 in the current cycle, meaning that long-term holders sold bitcoin at an average loss of 27 per cent. The indicator has now recovered to 0.94, but is still below 1, indicating that the long-term holders as a whole are still selling at a loss. At the same time, its 30-day average has remained at 0.88 since 1 June and remains in a loss zone. Looking back at bear markets, it was observed that loss on long-term holders ' concentration of losses usually occurred and often occurred at a later stage。

View Details

CriptoQuant Analyst: Long-term holders are still in deficit

According to CriptoQuant analyst Darkfost, the long-term holder (LTH) is still in a deficit position. According to SOPR indicators, long-term holders currently achieve more losses than profit. At the beginning of July, the LTH SOPR (7-day movement average) fell to 0.73 and the indicator now rebounds to 0.94 and remains below 1. Its 30-day average has remained at 0.88 since 1 June, with a continuing deficit range。

View Details

Bezos invests in Cuspai to explore new materials for chip manufacturing

The United Kingdom's founding firm, Cuspai, founded the Alliance of Artificial Intellectual Materials Casterys on Monday, bringing together more than 48 technology giants, industrial enterprises and research institutions, including Ingweida, Meta and Modern Motors. The Alliance aims to integrate computing and scientific resources and to develop software that can help researchers develop new materials for more rapid and lower-cost chip manufacturers and other industries. To achieve this, Cuspai has raised $450 million in B-round financing from investors, including the Bezos Fund. According to Chad Edwards, co-founder and Chief Executive Officer of Cuspai, most of this funding will be used to support research and development laboratories with partners in Cambridge, Singapore and the San Francisco Bay region. He noted that 80 per cent of the company ' s research input this year would be used for material discovery and that one of the objectives was to reduce or completely eliminate the use of rare metals with supply chain risks, such as thallium and thallium。

View Details

Morgan Stanley for SpaceX: Double the target price, 17 times the five-year recovery

SpaceX has moved in the same direction as a roller coaster since its listing about a month ago. Although SpaceX had surged to $225 and then returned to about $125, Morgan Stanley Analyst, who was responsible for long-term tracking of SpaceX, Adam Jonas, set the benchmark price for the Unit at $300 per share. This goal implies a huge increase in space, more than double the current share price. But the price of such an ambitious target depends on SpaceX being much more than just a space unit. It is essentially a vertical integration of bets. Morgan Stanley expects SpaceX to grow at an alarming rate in the foreseeable future. The study assumes that SpaceX ' s income will increase from $18.7 billion in 2025 to $31.9 billion in 2030 and $3.3 trillion in 2040. Most of this growth comes from the area of artificial intelligence, and Morgan Stanley expects SpaceX to build orbital infrastructure for global connectivity and AI. Mask agrees. The company ' s S-1 listing document set the potential market size at approximately $28.5 trillion, of which all but $2 trillion were AI-related. SpaceX plans to launch a large AI satellite constellation called Starmind, which essentially builds data centres in orbit. The company hopes to launch its first AI satellites using the Starfleet rockets as early as next year. Kim Xian

View Details

TRUMP SAYS HE'S WILLING TO TRADE HIS LIFE WITH CRO AND MACY

ON 20 JULY, TRIPP GAVE A MEDIA INTERVIEW BEFORE THE FINALS OF THE 2026 UNITED STATES-GAMER WORLD CUP, STATING THAT HE WAS WILLING TO SWAP HIS LIFE FOR A MONTH WITH RONALDO C. AND MASSEY. TRUMP SAID, "I'VE ALWAYS LIKED CRO AND MACY, AND ACTUALLY I THINK THAT THEIR LIVES ARE GOOD, REALLY, MUCH SIMPLER THAN MY LIFE. I'D TRADE THEM FOR A MONTH." TRUMP ADDED THAT HE HAD AN IDEA TO TELL THE PRESIDENT OF FIFA THAT “THE UNITED STATES MUST HOST THE WORLD CUP AGAIN”。

View Details

Analysis: Korea's semiconductor industry net profit next year or 1019 trillion won

According to Kim Byung-Yeon, head of the Research Department of the NH Investment & Security Policy Department, at a press panel and voucher analysts ' meeting in the Seoul Office of the Korea Exchange on 20 July, the South Korean stock market is now reflecting both semiconductor concerns, geopolitical concerns, and supply- and demand-side disturbances. NH Investment & Securities sets the Korea Integrated Equity Index at 5,800 to 6250 points, and considers that the index is more likely to rebound to 7000 points in the middle of the sharp price adjustment, and then stabilizes on the basis of the U.S. plan for cloud revenue growth and capital expenditure. Kim Byung-yeon stated that attention should be paid to the absolute level of exports of semiconductors rather than to the rate of increase in exports. The agency estimates that net profits from the semiconductor sector will increase from 217 trillion won last year to 75.9 trillion won this year, 10.19 trillion won next year and 34 per cent next year。

View Details

LONG-STORED BOULDERS HANG $8.32 MILLION IN BILLINGS, LARGER THAN CXMT SINGLE DAY. HMM

The long-stamped whale stored $8.32 million in bills on HyperLiquid, which had already exceeded CXMT's single-day sales. The current CXMT tag price is $6.7274, a decrease of approximately 6.97 per cent over the previous day. The address contained 100 non-mitigated sales orders yesterday at a price range of $7.50 to $9.00, for a total of about 1 million copies and commissioning of approximately $8,328,000. If all of the above-mentioned sales orders are made, their air silos will be expanded to approximately 11,884,000, and the average price of the integrated warehouse is expected to rise to approximately $8.09, corresponding to a nominal size of approximately $9,615,000。

View Details

Morgan Stanley raised the SpaceX target price to $300

According to early releasein A, Morgan Stanley Analyst Adam Jonas raised the target price of SpaceX to $300, which had previously skyrocketed to $225 and fell back to about $125. Morgan Stanley projected that SpaceX revenue would increase from $18.7 billion in 2025 to $31.9 billion in 2030 and $3.3 trillion in 2040. Mask agreed with the growth expectations. SpaceX, in document S-1, set the potential market size at $28.5 trillion, of which $2 trillion was unrelated to AI. SpaceX plans to launch an AI constellation called Starmind and to launch the first satellites using Starship rockets as early as next year。

View Details