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Today · 2026-08-04 · Tue

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。

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ETF NET INFLOWS LAST WEEK WERE $105 MILLION, FOLLOWED BY $135 MILLION NET INFLOWS FROM BELED ETHA

According to SoSoValue data, last week's trading day (13 July-17 July US Eastern Time) the ETF net inflow of ETF in Taifeng was $105 million. The largest net inflow of ETF in the past week was to be found at ETHA, the Blackrock ETHA, with a weekly net inflow of US$ 135 million, and a total of ETHA’s historical net inflow now amounts to US$ 113.1 billion. The second is the Blackrock ETF ETHB, with a net weekly inflow of $3.959.9 million, and the current total historical ETHB net inflow is $520 million. Last week, the largest net outflow of ETF was from the East Asia EFTH, with a weekly net outflow of $21.576 million, and the current total net FETH inflows of $2.30 billion. By the time of the submission, the total net asset value of ETF was $5.97 billion, the net asset ratio of ETF (market value compared to total market value of the ETF) was 4.48 per cent, and the historical net inflow had reached $11.8 billion。

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The DeepSeek version of Claude Code is on the line and Harness will be launched in sync with the V4 official version

On July 20, according to a market message: a group chat chart provided by netizens shows that the DeepSeek Harness team plans to publish the first Harness product with an official V4 version. It is a coded smart body product, internal pairing of Claude Code, which is responsible for making models read and write documents, call tools, execute orders and perform engineering tasks on an ongoing basis. DeepSeek had previously announced that the official version of V4 was scheduled to go online in mid-July and synchronized the launch of the Peak Valley pricing. It's July 20, and the original window is over. If the plan is not adjusted again, V4 and Harness are already on the release countdown. DeepSeek used to mainly let developers access V4 to third-party tools such as Claude Code, OpenCode, and finally to steal the Code Agent's product。

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Fabba Bank: Inflation has a greater impact on bond yields than fiscal factors

On 20 July, the Chief Investment Officer of the core investment department of the Ansein Investment Management, under the flag of asset management in Paris, stated that the impact of inflation on bond yields was more important than fiscal considerations. Governments can at least try to control debt, but since the global financial crisis, central banks have found it difficult to control inflation and monetary policy has suffered. This is not to dilute deficit and debt considerations; volatile fiscal policies are always at risk of pissing off bond guards. If investors who buy bonds are confident in maintaining the real value of their investments, a high level of government bond supply will be more easily absorbed. Kim Xian

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KOREA'S GDP PER CAPITA IS EXPECTED TO REACH $39,000 THIS YEAR

ON 20 JULY, KOREA'S GDP PER CAPITA IS EXPECTED TO INCREASE SIGNIFICANTLY THIS YEAR, THANKS TO THE SEMICONDUCTOR BOOM, WHICH BOOSTED EXPORTS, ACCORDING TO THE KOREAN FEDERATION. THE COMBINED 19-DAY DATA OF THE KOREAN MINISTRY OF FINANCE AND ECONOMY, THE CENTRAL BANK AND THE NATIONAL DATA OFFICE ARE EXPECTED TO REACH US$ 391.64 MILLION PER CAPITA GDP THIS YEAR, AN INCREASE OF US$ 2750, AN INCREASE OF 7.6 PER CENT, THE HIGHEST IN NEARLY FIVE YEARS SINCE 2021 (11.5 PER CENT)。

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Britain has included the Iranian Revolutionary Guard in its national security law with a maximum sentence of 14 years' imprisonment

the united kingdom has included the islamic revolutionary guard corps in schedule 6a of the national security act 2023 since 17 july. a person or enterprise who acquires, accepts or retains an interest provided directly or indirectly by the organization and who knows or ought to know its origin is liable to imprisonment for a maximum of 14 years. the provision does not explicitly refer to encrypted assets, but applies to money or any valuables and may cover transfers of stable currency and other chains. since a block-chain transaction may be completed before the wallet is identified, the exchange, the trustee, the issuer and the paying firm are required to record when the wallet was identified, the information available at the time and the subsequent disposal. this designation is not equivalent to the british financial sanctions and does not automatically trigger an asset freeze or a currency stabilization freeze。

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MetaMask hired Korean hackers without causing substantial loss

MetaMask hired a North Korean-related hacker, whose account number GitHub, imyugioh, had been available on Lazarus Group ' s website since September 2025, but MetaMask still hired him in March 2026. The Korean hacker Tyler Knapp, mixed with the MetaMask team, entered through the outsourcing of human resources suppliers, bypassing background checks, working for one month and participating in the development of the wallet-money access functionality. MetaMask discovered the hacker because of his IP and behaviour abnormalities, revoked his authority and suspended the publication of the relevant product, without causing material data or financial loss。

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Super-large science and technology units will reduce capital spending and investors will “splash out”

According to market sources, some marketers suggest that there may be room for further decline in the Korean stock. Thomas J. Hayes, Chairman and Managing Member of the Great Hill Capital, stated that the situation of semiconductors and memory as the most crowded global trading area for both institutions and the diaspora was over. One or more super-large technology companies, including Meta, are expected to reduce capital expenditure commitments modestly in their second-quarter earnings guidelines. In the coming months, the phenomenon of “competing” semiconductors and memory trading will be as intense as the “competing influx”. Kim Xian

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The current low-value material will be provisional

IN A REPORT, BERNSTEIN ANALYSTS INDICATED THAT THE CURRENT LOW VALUATION SHOULD BE PROVISIONAL. THEY STATED THAT THE COMPANY ' S DEPRESSED STOCK VALUATION REFLECTED A NUMBER OF CONCERNS, INCLUDING THE LACK OF A NEW HEAVY-POUND GAME AND HIGHER COSTS ASSOCIATED WITH AI INVESTMENTS. MARKET CONCERNS ABOUT THE LAUNCH OF AI MEAN THAT THE COMPANY MAY HAVE TO BEAR A LARGE COMPUTING COST, WHILE CONSUMER AI'S REALIZATION REMAINS MINIMAL. HOWEVER, THEY SAID THAT, DESPITE THE TIME LAG, THE REALIZED GROWTH WOULD FOLLOW. IN TERMS OF ITS GAME BUSINESS, BERNSTEIN STILL EXPECTS THAT THE UPLIFTING WILL PERFORM BETTER THAN ITS PEERS. KIM XIAN

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Hyperliquid release of Ecoweek No. 6: The RWA contract is at an all-time high of $3.6 billion

On 20 July, Hyperliquid published the sixth edition of Ecoweek (13-19 July 2026), which highlights the following: Hyperliquid: the RWA contract was at an all-time high of $3.6 billion; and the total holding capacity of the chain was at a new high of $11 billion in 2026. Hyperliquid Policy Center Joint TradeXYZ: Meeting with the United States Securities and Exchange Commission (SEC) encryption working group to consult on the subject of encryption regulation. TradeXYZ: CXMT is listed on the IOP trading market. Outcome: Launch of the " HIP-4 Way Forward " ; remains the front platform for the World Cup thematic trade. Kinetiq: The NASDAQ 100 Index (QQQ) contract is online at @markets xyz to support up to 25 times leverage. Trasia: Based on Hyperliquid's launch of a permanent contract trading platform for the Asian market, a $1.75 million seed ship was financed by Multicoin Capital. Midas Markets: Recommendations for a return plan are on line. Nest: Launch the first DeriveXYZ mobile pool on the HyperEVM chain. Insilico Terminal: Launching a new self-study engine, Chort, to support faster and deeper market analysis, which can be carried out in one stop of the same workspace. Hypernova: The introduction of self-study advanced trading terminals, with professional profiles, type of step orders and multi-asset transactional support. HyperLink: API security system at the central level of Hyperliquid; the cumulative trade volume of the platform has exceeded $250 million. Liquid: Joint Investment AI transaction functionality update - 56 per cent of transactions have been profitable in the last 24 hours. Kittenswap: In the last 30 days, the KITTEN tokens have been able to make a big run over the other v (3, 3) models to the Centralized Exchange (DEX) in HyperEVM ecology. Skew: 500,000 HYPEs (approximately $33 million) invested in Hyperion DeFi will be available on the Hyperliquid brand-news trading market. Legend: The first season was officially launched - Slogan, "The Monarch of Traders."。

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Korea's investment losses are due to the fact that Koreans live in the country

According to Jung In Yun, founder of Fibonacci Assembly Management, the vast majority of investors who bear losses on Korean stock investments are internally dispersed, and buyers are not just beginners who pursue the web boom, many of whom are in their 40s and 50s, and are increasingly able to cope with investments in leveraging and centralizing science and technology. According to the Oxford Institute of Economics, the share of leverage ETF in the Korean thematic fund has also grown rapidly, with 25 of the largest South Korean leverage ETF assets increasing to about 30 per cent by June, compared to about 15 per cent at the beginning of 2026. The company reduced the Korean stock market rating to neutral at the end of June, warning that the scale of leverage investment had risen significantly and that securities companies might become increasingly reluctant to extend credit to scattered investors. Kim Xian

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BITCOIN DEVELOPER ROLLS OUT BIP-361 TO ADDRESS QUANTUM CALCULATION RISK

BITCOIN DEVELOPERS RECENTLY LAUNCHED THE BIP-361 PROPOSAL, WHICH AIMS TO PROTECT WALLETS FROM FUTURE QUANTUM COMPUTATION RISKS. THE PROPOSAL WOULD PREVENT THE TRANSFER OF THE NEW BTC TO AN ADDRESS CONSIDERED VULNERABLE TO QUANTUM ATTACKS AND WOULD AIM TO PHASE OUT THE TRADITIONAL SIGNATURE PROGRAMME OVER A FIVE-YEAR TRANSITION PERIOD. IN ADDITION, THE PROPOSAL WILL EXPLORE RECOVERY MECHANISMS FOR USERS WHO HAVE NOT BEEN ABLE TO RELOCATE FUNDS IN A TIMELY MANNER。

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