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Today · 2026-08-18 · Tue

The capital expenditure of the five cloud plants next year is $1.2 trillion

On 14 July, Morgan Stanley released the latest research, which resulted in an overall 9/10 per cent increase in capital expenditure projections for 2027/2028 for five super-large cloud manufacturers, Meta, Amazon, Microsoft, Google-C and SpaceX, to approximately $1.2 trillion and $1.4 trillion, respectively. The main drivers of the increase in capital expenditure include the increase in the cost of GPU by about 20 per cent, the extension of the data centre construction cycle to three years, which will increase from about 30 GW in 2025 to about 120 GW in 2028, while potential income spaces such as Meta and Amazon are far from being market-pricing。

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United States dollar and silver survey: a large number of global equities should consider the appropriate reduction to make most of the conductor's most crowded trade

On 14 July, the latest United States Bank fund manager survey showed that global investors who had recently acquired stocks on a large scale should consider reducing their holdings as appropriate. The United States bank strategist stated that the optimism of asset configurors had risen to a very high level, which was usually seen as a warning signal to the market. The survey showed that the cash holding ratio had fallen from 4.1 per cent of assets in the previous month to 3.6 per cent of the "very low level" and that the United States share had risen to a peak of 24 per cent since December 2024. In his report, the team, headed by Michael Harnett, wrote that “the U.S. Bank's ox and bear indicator rises to a very high level of 9.4, meaning that investors should lower the allocation of stocks and high-Beta assets”. The values for this indicator range from 1 to 10. According to the report, "the space for further increases in risk assets this summer may be limited by the already optimistic position of the market. * I'm sorry *

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DeepSeek's first round of finance is only one month after completion to consider launching a new round of finance

On 14 July, according to the British Financial Times, three informed sources revealed that DeepSeek was considering raising funds only one month after completion of the first round of financing to accelerate the expansion of its infrastructure. According to the source, the company completed its first round of financing around the end of May, amounting to approximately $7 billion, with a post-financing valuation of approximately $52 billion (including new fund-raising). Two of them said that DeepSeek had begun initial contacts with new investors this week to discuss the opening of a new round of financing, with a pre-trading valuation of approximately $71 billion, which meant that its valuation would be about 37 per cent higher than the previous round, although the details of the new round had not yet been finalized. According to informed sources, DeepSeek ' s rapid pace of financing stems mainly from the market ' s expectation of a significant increase in its capital expenditures, including the construction of its own data centre and the purchase of additional AI chips. In addition, the company is actively deploying the AI Agent (AI Agent), which is able to carry out its tasks on its own, which also contributes to a significant increase in the demand for computing power。

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QCP RELEASE 2026 Q3 DIGITAL ASSET OUTLOOK: WAITING FOR LIQUIDITY RATHER THAN NARRATIVE

On 14 July, according to the 2026 Q3 Digital Asset Outlook, published by QCP, the core of the Q3 encryption market was not a deterioration of fundamentals, but a lack of new liquidity-driven. BTC expects to maintain an inter-zone shock of between $60,000 and $75,000. Federal Reserve policy uncertainty, high real interest rates and weak ETF funding will continue to stifle; the AI block continues to attract institutional funds, and the BTC remains a high Beta liquidity asset. The BTC reserve needs of enterprises continue to provide long-term support, but the market is more concerned with financing capacity than with the size of the hold. QCP proposes to maintain the BTC core position, leverage and focus on ETF flows, stable currency supply and changes in real interest rates。

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How do you understand the Holway test? The 1946 rules determine which currencies are securities

The Holway test is a standard established by the United States Supreme Court in 1946 to determine which encrypted tokens are considered securities. The core of the test is to assess whether investors expect to earn profits through the efforts of others. With the development of the encryption market, attention has been paid to the applicability of the Howay test, in particular the possible replacement of this criterion by the Clarity Act。

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United States and silver: Korea's memory capacity is expected to expand on average annually less than 10 per cent, far less than the 2030 doubling target

On 14 July, the latest report by the United States Bank noted that the market was overoptimistic about the expansional commitments of the Korean memory giants. In response to President Lee’s slogan, “Treasure of capacity by 2030” in Ming, the Bank estimates that, by 2030, the real annual rate of expansion would be below 10 per cent, and would be far less than the doubling of capacity due to the closure of old plants as a result of technological upgrading and the transition to more advanced processes。

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O'MALLEY EARNS ONLINE SENT, A 32 MILLION SENT PRIZE

According to information received on 14 July, according to official sources, Eu Yin earns from 1500 to 1500 on 17 July 2026 (UTC+8) on SENT (Sentient). During the event, users were involved in the purchase of 32,000,000 SENT air-drop awards through lock-in BTC, OKSOL, OKB or SENT. In addition, the user may participate in the requisition earlier than immediately, and the incentive will begin to run after the official start of the activity. Users can view and participate in related activities through the OKXApp Discovery Page at the top of the `blow-making' portal。

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The British Revenue and Customs Authority has identified encrypted currency lending and the liquidity pool as a “no-gain, no-loss” transaction

On 14 July, the British Revenue and Customs Administration deferred the payment of the capital gains tax until actual disposal by identifying the encrypted currency lending and liquidity pool as a “no-gain, no-loss” transaction. This policy, which will take effect in April 2027, is expected to affect some 700,000 people。

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Binance will open the Alpha drop today at 1900 with a threshold of 251 points

On 14 July, as announced by Binance Wallet, this Binance Alpha air drop will open today at 1900 hours (UTC+8), using the updated Alpha Box model, which contains multiple project tokens. Users must hold at least 251 points of Binance Alpha Points to participate, and each receipt will consume 15 points, first on. Incentives are set in three tranches: Common (80 per cent), Rare (15 per cent), Super Rare (5 per cent) and will be assigned randomly to the corresponding slots and proportionally. If the incentive is not fully distributed during the course of the activity, the threshold for participation will automatically be reduced by five points every five minutes。

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Flap introduced a 2% purchase cap for a single wallet at the joint curve stage

On 14 July, the token distribution platform for Robinhod Chain announced that a 2 per cent purchase limit for each wallet had been introduced in the joint curve phase for non-tradable coins. Flap indicated that this was aimed at achieving a more equitable distribution of tokens, in addition to the fact that for the first time, the token developers had no ceiling limit and all sales were unrestricted. If the token is "graduated", the 2% purchase limit will be lifted and the token will be traded regularly on the DEX。

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