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Today · 2026-08-12 · Wed

A GIANT WHALE CONTINUES TO HOARD $75 MILLION IN USDC, AND TODAY IT COMPETES FOR CXMT

Hyperliquid Traders reports that a few days ago, an anonymous giant whale extracted 75 million USDC from Coinbase and deposited it into Hyperliquid in batches over the past week at 5 million USDC. Today, the whale began to accumulate CXMT in the pre-IO market and has so far acquired 20,000 CXMTs (value $120,000). Additional limited purchase orders were also posted, indicating that they intended to continue to accumulate。

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THE SECOND UPSWING IN THE YEAR IN ASMEH IS EXPECTED TO BOOST DEMAND AS A RESULT OF THE EXPECTED AI INVESTMENT BOOM

On 15 July, for the second time this year, ASML.O was set up to sell for the entire year, as the surge in artificial intelligence investment continued to drive demand for chip manufacturing equipment. On Wednesday, the company indicated that net sales are expected to reach between 43 and 45 billion euros this year, compared with the previous projection of between 36 and 40 billion euros in April. With the investment of hundreds of billions of dollars in advanced artificial intelligence infrastructure by technology companies such as Microsoft and Alphabet, chip manufacturers are accelerating capacity expansion. Meeting market demand is one of the major challenges facing Chief Executive Officer Asmai at present. Asmai had previously indicated that at least 60 low-value UV optical carvings were planned to be produced this year and that it was expected to have the capacity to produce at least 80 low-value UV equipment per year by 2027. In addition, asmai is continuously expanding its production capacity, with the construction of a new campus in Einhoven, the Netherlands, scheduled to begin this quarter and eventually accommodate some 20,000 employees. Kim Xian

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OKX WILL GO ONLINE FOR DOLLAR-DENOMINATED SPOT TRANSACTIONS AND OPEN ON JULY 16TH

On 15 July, according to the official announcement, OkX is about to open its first currencyization spot-off transactions on 16 July. Users can open the price of shares or ETFs held and traded in “equity” units, and the assets are named in the form of “X” (e.g. XNVDA, XTSLA). 7x24-hour transactions denominated in USDT can be supported through Solana and X Layer networks. It is known that the product is traded year-round, and that non-tradable time-frame prices are based on the latest closing price plus market estimates; are harmonized with holding stock, such as cash and stock-for-life contracts, and are traded directly with USDT, without voucher accounts; and support strategic robotics, such as bookings, grids, etc., are automated, and dividends are reinvested at the issuer level and returned in the form of increased shares。

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Morgan Chase: The rise of Hyperliquid is threatening the USDC business model of Circle

On 15 July, Chase Morgan lowered performance expectations for Circle (CRCL) and Coinbase (COIN), stating that the new cooperation agreement between the two companies and Hyperliquid weakened the USDC business model of Circle and posed a greater long-term threat to the stable currency distributor. According to Chase Morgan, this agreement has created a typical “prisoner\s Dilemma”: the stabilizer, Circle, and the encryption exchange Coinbase have had to compete with each other in order to expand the flow and use of USDC, a competition that would undermine the respective economic interests of both parties. According to Morgan Chase estimates, Hyperliquid currently holds approximately $6 billion in USDC, or about 8 per cent of total USDC flows. In a report released on Tuesday by the team of analysts led by Kenneth Worthington, “We believe that the change in the Hyperliquid partnership highlights the challenges of the Circle/Coinbase model, which could lead to a `prisoner dilemma' that would prompt both sides to compete with each other rather than to share the benefits in promoting USDC distribution. Hyperliquid has become one of the fastest-growing trading platforms in the encryption industry and the largest decentrized and sustainable contract exchange. In July alone, the platform traded more than $150 billion, equivalent to 11.5 per cent of Binance, indicating a continued increase in its share in derivatives markets。

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OKX WILL GO ONLINE FOR DOLLAR-DENOMINATED SPOT TRANSACTIONS AND OPEN ON JULY 16TH

On 16 July, OKX will open its first decorative exchange, where users can open the price of shares or ETFs held and traded in "shares" and the assets are named in the form of "x" before the stock code (e.g. xnvda, xtsla). The product supports a 7x24-hour trade through the Solana and X Layer networks, which is priced at USDT and traded year-round, and non-trade-time prices are based on the latest offer and market estimates. Users do not need voucher accounts, trade directly with USDT, support strategic robotic transactions such as drops, grids, etc., and the dividends will be reinvested at the issuer level and returned in the form of increased shares。

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Stable Vaults of Aave will use Chainlink CCIP as a cross-chain infrastructure standard

Aave announced that Chainlink CCIP had been chosen as its cross-chain infrastructure standard, and that CCP was now taking over the implementation of cross-chain GHO transfers and multi-chain governance through Aave ' s infrastructure (a.DI) and that it would support the cross-chain logic of Aave App through Stable Vaults, covering such scenarios as treasury rebalancing, revenue optimization, deposits and transfers, which would take place between Ether, Base and Arbitrum。

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high-altitude giant whales: 420.01 skhx space reductions, current gain/loss of $62,451.91

the number of skhx empty whales in the high-altitude sky was 420.01, or approximately $552,851.71, and the size of the warehouse was $3,735,691.44, at an average price of $1,460.41. the current surplus and deficit is +62,451.91 (+7.24 per cent) and the current price is $1,436.40 and the liquidation price is $1,683.89. the address, 0x4c78a97cef589b01bb91dbf893fffa14243d2444, remained in a deficit position, with a monthly loss of $6 million。

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SBI and Digift and Startale, Singapore, initiated the technology validation of the DCOF

According to Coinpost, Asset Management Company SBI announced that a technical validation (POC) had been launched with Digift and Startale of Singapore to test the monetization of the Japanese equity fund settlement and distribution. The validation was carried out on the Internet with the testing of the Taifeng site, using a mock token of JPYS (Yen-Stabilized Currency issued by the SBI), and focused on testing the chain of settlement at the time of the Fund ' s purchase and the payment of dividends to the holder. If the test is successful, the programme is expected to reduce the time allowed for the settlement of securities transactions, which typically require multiple business days, to the second grade, and to automate and pay the dividends immediately。

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