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Today · 2026-08-05 · Wed

high-altitude giant whales: 681.28 single additions to skhx, with current gains and losses of approximately $145.0 million

the large whales added 681.28 blanks to the skhx, amounting to approximately $833,806.97, and the size of the warehouse amounted to $9,153,577.22, with the average price adjusted from $1,274.27 to $1,271.31. the current net profit and loss is +140,451.92 (+6.14 per cent) and the current price is $1,252.10 and the liquidation price is $1,559.15. the address, 0x4c78a97cef589b01bb91dbf893fffa14243d2444, remained in deficit, with a monthly loss of approximately $6 million。

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Japanese yen intervention observation: the limited mobility of the Tokyo holidays

With the arrival of the Tokyo holiday, the risk of Yen intervention increased. Currently, the United States dollar/Japanese yen transaction is close to 162.50, and the closure of the Tokyo market has caused the currency to intervene in the area before re-entry into Japan ' s Treasury. Reduced liquidity during leave may lead to sharp price fluctuations. Despite the closure of the Tokyo market, transactions in other regions, such as Singapore, Hong Kong, Australia and New Zealand, continue, but liquidity is generally low. The Japanese authorities have in the past taken advantage of this low mobility situation to intervene. Taking into account Japan ' s record intervention of 11,73 trillion yen in April and May 2026, the market is cautious about any new initiatives that may be taken in Tokyo. The current market environment could lead to an increase in the risk of volatility in the 162.50 region, and any statements by Tokyo officials could trigger sharp fluctuations in the day。

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TSMC accelerates the construction of the Arizona plant to catch AI “Megatrend”

IN AN INTERVIEW WITH CNBC, HOANG IN-HOON, CHIEF FINANCE OFFICER OF TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY (TSMC), STATED THAT TSMC WAS ACCELERATING THE CONSTRUCTION OF ITS ARIZONA PLANT TO MEET THE STRONG DEMAND FROM CLIENTS FOR AI. TSMC HAS COMMITTED AN ADDITIONAL $100 BILLION TO BOOST ITS CHIP MANUFACTURING LAYOUT IN THE UNITED STATES, WITH A TOTAL INVESTMENT OF $265 BILLION. WONG IN-HOON NOTED THAT, WITH THE SURGE IN CUSTOMER DEMAND, TSM WAS OPTIMIZING ITS ADVANCED PRODUCTION CAPACITY, INCLUDING THE RAPID CONVERSION OF THE 5 NANOTECHNOLOGY PROCESS TO 3 NANOMETRES. HUANG IN-HOON ALSO MENTIONED THAT, WHILE THE COST OF PLANT CONSTRUCTION IN THE UNITED STATES WAS FOUR TO FIVE TIMES THAT OF TAIWAN, THE EXPANSION WOULD FURTHER CONTRIBUTE TO THE DEVELOPMENT OF THE SEMICONDUCTOR ECOSYSTEM OF THE UNITED STATES。

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The Fed's probability of maintaining interest rates in July is 85.6 per cent

ON 20 JULY, ACCORDING TO THE CME FEDERAL RESERVE WATCH: THE FED HAD A PROBABILITY OF MAINTAINING INTEREST RATES UNCHANGED IN JULY OF 85.6 PER CENT AND A PROBABILITY OF A CUMULATIVE INCREASE OF 25 BASIS POINTS OF 14.4 PER CENT. THE FED HAD A PROBABILITY OF MAINTAINING INTEREST RATES CONSTANT BY 38.5 PER CENT BY SEPTEMBER, WITH A RATE INCREASE OF 53.5 PER CENT FOR 25 BASIS POINTS AND 7.9 PER CENT FOR 50 BASIS POINTS。

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Prognosing the probability that market traders will land in 2026 while watching the Clarity Act

On 20 July, according to Bitcoin.com, the market for encrypted predictions was betted on the official 2026 CLARITY Act, and the probability of landing during the year fell to historical lows. The bill, which was expected to peak at 82 per cent at the beginning of the year, continued to experience a significant decline in probability as negotiations reached multiple impasses. The core contradictions that stand in the way of the bill focus on three points: a long-standing standoff in ethical terms, difficulties in reaching a consensus between the two parties around the conflict of interest provisions for politicians and the President's encrypted assets; a opposition by the banking lobby to the provisions for a stable currency bill, and persistent pressure from traditional financial institutions, such as Morgan Chase, to block it; and a tight parliamentary agenda and the proximity of the mid-term elections, with a significantly reduced window period for voting on the bill. Despite widespread support for the comprehensive digital asset control bill by the head of the industry, traders believe that multiple differences cannot be resolved in the short term and that the bill is unlikely to be able to enter into full legislative process and enter into force in 2026. Current market betting data reflect the industry's pessimistic expectations about the downfall of United States encrypted compliance legislation, and regulatory uncertainty continues to suppress long-term moods in the encrypted market。

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SK CHOI TAE-JIN: PLANS ARE UNDER WAY TO BUILD A PLANT IN THE UNITED STATES TO INCREASE SUPPLY AND COPE WITH ABNORMALLY HIGH PRICES

ON 20 JULY, ACCORDING TO THE KOREAN MEDIA, GIVEN THAT THE DEMAND FOR THE CHIPS STORED WAS FAR GREATER THAN THE SUPPLY, THE HEAD OF THE SK GROUP, CHOI TAE-JIN, INDICATED THAT SK HERCULES WAS IN THE PROCESS OF SELECTING A SITE FOR A CHIP FACTORY IN THE UNITED STATES, WITH THE AIM OF UPGRADING SUPPLY CAPACITY AND CURBING PRICES. AS A MAJOR PLAYER IN THE INDUSTRY, HE CONSIDERED THE CURRENT PRICE LEVEL TO BE TOO HIGH AND “UNUSUAL”. ACCORDING TO CHOI, “I THINK WE NEED TO BUILD (CHIP FACTORY) NOT ONLY IN GUANGZHOU AND THE ZORODO REGION, BUT ALSO IN THE UNITED STATES.” “IF CONDITIONS PERMIT, I THINK WE SHOULD BUILD. THIS INVOLVES TRADE PRESSURES AND OTHER FACTORS THAT NEED TO BE WEIGHED, AND WE ARE THEREFORE CONSIDERING THEM.” KIM XIAN

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The projected market surge during the World Cup to 27 per cent of US sports investments

According to the Associated Press, based on public data from the first month of the tournament, H2 Gambling Capital estimated that the projected market activity during the World Cup was about 27 per cent of all legitimate sports in the United States, compared to 9 per cent at the beginning of this year. This comparison is not entirely accurate because the market and lottery companies do not calculate “volume of activity” in the same way as they do, and because sports lottery companies have not yet published their latest internal data, but it also shows how fast these trading platforms are taking market share。

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