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Today · 2026-07-29 · Wed

Agency: Increase in interest rate pressure on the Federal Reserve

In a report on 28 July, Anthony Willis, Senior Economist for Natural Investment, stated that pressure on Federal Reserve policymakers to tighten policies had increased as inflation levels in the United States remained significantly above target, while the economy and the labour market remained resilient. Willis said: “However, before the effects of inflation become clearer, policymakers may wish to temporarily ignore the effects of the recent surge in oil prices.” Nevertheless, the broader direction is clear: Under the leadership of Walsh, the Fed is taking a more hawk stance. The market currently expects the Fed to raise interest on Wednesday at a rate of 38 per cent, and has fully denominated the possibility of a September increase。

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Institution: Investors may consider increasing the short-term period of United States debt

On 28 July, Brendan Murphy, North American Fixed Proceeding Manager of Insight Investment, stated in a report that investors could consider increasing the allocation of the front end of the United States Treasury return curve. Murphy stated that the asset management agency expected the Federal Reserve to maintain interest rates for a longer period of time, while the next final interest rate adjustment could actually be a reduction. He said: “It may therefore be a good time to consider a fixed-income allocation, including increasing the long-term opening at the front end of the curve.” However, the prolonged duration of the Iranian conflict will increase market uncertainty, while a negative vote in favour of the interest rate hike may appear at the Fed’s meeting on Wednesday. According to Murphy, the Fed has consistently argued that “neglect” of the effects of energy price shocks is the best strategy, unless there is a “second-round effect” and it is entrenched or long-term inflation is expected to break loose. Kim Xian

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Net forwards are down by 1.1%

The drop of 1.1 per cent in the Nai-Fi futures reached low levels, while the 500 index of futures fell close to 0.4 per cent。

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Multicoin's former partner Kyle Samani: Multicoin's support for CFTC's projected market framework is impeding Solana

On 27 July, the Multicoin Capital and Hyperliquid Policy Center jointly issued a message in support of the United States Commodity Futures Trading Commission (CFTC) proposal for a projected market framework and made three comments: clear rules were better than speculation, a forecasted market was the responsibility of a federal regulator, and CFTC should consider improving measures to make strong rules more relevant and more transparent. The former partner of Multicoin Capital, Kyle Samani, commented that if you're developing in the Solana ecosystem, you should understand that Multicoin will prevent you from doing everything。

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Psalion launched a third wind investment fund of $50 million focused on block-chain technology applications

On 28 July, Globe Newswire reported that the Singapore Digital Assets Investment Management Corporation Psalion had launched a third wind-investment fund of $50 million, the largest ever, focusing on block-chain technology applications. The Fund will invest in infrastructure, intermediates, trade finance, RWA, seed wheels and pre-seed companies in the areas of stable currency and DeFi, with a focus on Web3 consumer applications in asset ownership, trading and interaction. The Psalion management partner Tim Enneking stated that the first two funds had been launched at a low market and considered that “the best opportunity often arose in the lower market — with better valuation and more focus on the founders”。

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Cash and silver lost $57 per ounce, 2.41 per cent drop in daytime

Cash and silver lost $57 per ounce, a decline of 2.41 per cent in the daytime。

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Analyst: Fed Chairman Walsh is unlikely to challenge consensus

On 28 July, Mabrouk Chetouane, Director of Global Market Strategy for Investment Management in Natixis, stated in a report that it was unlikely that Federal Reserve Chairman Walsh would challenge the current consensus at his second meeting of the Monetary Policy Committee. Chetouane stated that Walsh would not yield to the temptation of a 25 basis point increase, although at this stage it is almost impossible to return inflation to the target level by the end of the year. Moreover, Walsh would not wish to risk undermining the slow but steady improvement in the labour market — a trend that has been going on for weeks — by tightening monetary conditions. Analysts generally expect the Fed to remain in place on Wednesday, but the currency market reflects a 38 per cent interest rate increase probability. Kim Xian

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PRINCE OF PENGHUA FOUNDATION: THE AI INDUSTRY IS STILL IN ITS EARLY STAGES OF DEVELOPMENT WITH EACH ROUND OF DEPTH ADJUSTMENT OR HIGH-QUALITY LAYOUT WINDOW

ON 28 JULY, SINCE JULY, THE MARKET HAS BEEN RESTRUCTURED, AT THE CURRENT MOMENT, AND THE INSTITUTION HAS REMAINED OPTIMISTIC ABOUT THE POST-MARKET. WITH REGARD TO THE RECENT FLUCTUATIONS IN THE SCIENCE AND TECHNOLOGY SECTOR, PRINCE PENGHUA'S THREE FUND MANAGERS STATED THAT SINCE THE BEGINNING OF 2023, AI'S INVESTMENTS HAD CONTINUED TO FACE A VARIETY OF DISTURBANCES AND CHALLENGES: THE MARKET AT THE BEGINNING OF THE INDUSTRY CONSIDERED AI TECHNOLOGY PREMATURE AND CAPITAL EXPENDITURE TO BE A PULSE. SINCE THE BEGINNING OF 2026, THERE HAVE BEEN A SERIES OF QUESTIONS ABOUT THE MARKET’S TECHNOLOGICAL ALTERNATIVES, THE FED’S INTEREST RATE HIKE, TIGHT CASH FLOWS, COMMERCIALIZATION AT ITS PEAK, OVERSUPPLY, AND SCRAMBLING OF THE PLATE. “HOWEVER, IN THE PAST THREE YEARS, THE PRICE OF LIGHT-MODULAR TAPS HAS RISEN ALMOST 100 TIMES. MANY OF THE CHALLENGES TO THE AI INDUSTRY IN THE PAST FEW YEARS HAVE ESSENTIALLY UNDERESTIMATED THE TRANSFORMATIVE POWER OF AI TECHNOLOGY AND THE SPACE FOR INDUSTRIAL GROWTH. THE CORE PREMISE OF INVESTMENT IN SCIENCE AND TECHNOLOGY IS TO IDENTIFY THE STAGE OF THE INDUSTRY ' S CYCLE: THE AI INDUSTRY IS STILL IN ITS EARLY STAGES OF DEVELOPMENT, WITH NO FOAMING FEATURES IN THE MARKET, SO EACH ROUND OF DEPTH ADJUSTMENT OR HIGH-QUALITY LAYOUT WINDOW. THE PRINCE SAYS

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Bithumb will suspend the NEO, GAS, and support the upgrading of the NEO N3 network

On 28 July, according to an official announcement, in support of the upgrading of the NEO (NEO) network and guaranteeing the stable operation of the replenishment service, the filling and cashing functions of both the NEO and GAS assets will be temporarily suspended. The suspension covers both the NEO (NEO) and the GAS (GAS) and concerns the network NEON3. The associated filling and cashiering services are expected to be suspended at 18:00 (KST) on 31 July 2026, pending confirmation of network stability, with specific recovery times to be notified through subsequent bulletins. The reason for this suspension is to support the upgrading of the NEO network and the upgrade of the Bithumb node server. The NEO network upgrade is expected to take place on 1 August 2026 at 01:00 (KST) with a target block height of 12,020,000. The functionality of the related asset transactions is not affected during the upgrade, but the user needs to be aware of possible fluctuations in behaviour during the maintenance of the network. Full value withdrawal requests previously submitted but not processed will be processed sequentially after system confirmation。

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Russia claims that the Moscow region was hit by a massive drone

On 28 July, the Governor of the Moscow region of Russia, Vorobyov, informed him on 28 July local time that dozens of UPVs had been destroyed over the past night, including in the city of Domodedovo in the region. An apartment building in Chekhov city was hit by a drone and the casualties are still verified. The crash also caused two fires and damage to one house and no injuries. On the same day, the Mayor of Moscow, Sobiyanin, informed that between 2030 and 0630 hours on 27 and 2830 hours, over 390 UPVs were flown towards the Moscow region, most of them being suppressed at a remote end and 81 were destroyed as they approached the city. The Ukrainian side has not yet responded. (In Russian)

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The Korean stock market's low-intensity pushes the United States of America's share in the diaspora to buy more than 5 trillion won this month

On 28 July, according to the Korean Journal of the Seoul Economy, as South Korean stock markets continued their downturn, domestic investors again turned to United States shares, buying more than 5 trillion won in net to the United States this month. According to SEibro, the securities information portal of the Korea Securities Depository Clearing Agency, domestic investors in the Republic of Korea received a total of $3.589.9 billion in net purchases to the United States between 1 and 27 June, about 5.5 times the total net purchases in June. The net purchase as at 23 was only $2,530.26 million, with an increase of $1,059.73 million for the following two trading days. The bulk funding is concentrated in semiconductor and science and technology units. The most heavily purchased product this month was the Direxion Daily Semiconductor Bull 3X ETF, which tracks the Philadelphia Semiconductor Index, with a net purchase of $1,759.19 million. The SK Hercules ADR has also continued to be followed, with net purchases rising to $812.38 million as at 27 June. Kim Xian

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SOON: UNAUTHORIZED ACCESS TO THE OPERATING ENVIRONMENT ON 12 JULY, NO IMPACT ON USER FUNDS

On 27 July, the Solana Virtual Machine SOON pushed that it detected an operating environment security incident on 12 July. External attackers receive unauthorized access through inappropriately configured services and further access to parts of the internal environment due to inadequate authority controls. The event was limited to the operation of the infrastructure under the chain and did not address the gaps in SOON protocols, sorters or user-oriented smart contracts. No loss in the user ' s financial chain was found after a BlockSec investigation. Officially, NFT foundry and token collection functions were restored on 21 July, and the main network RPC services were restored on 27 July, and block production was restarted, and the network is now back on track。

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Bedda, Switzerland: Markets may over-reflect Federal Reserve interest rate expectations

On 28 July, the Swiss Bedda wealth management pointed out that the market reflects an unusually high rate of interest rate hike. “Although we cannot completely rule out the risk of an unexpected increase, current market prices seem too high,” Xiao Cui, a senior American economist, said in a report. According to Cui, the latest United States inflation data and statements by Federal Reserve officials reinforced the expectation that the Fed would maintain interest rates at 3.5 to 3.75 per cent this week. She stated, however, that officials continued to view inflation as a more important policy risk, opening the door to tightening policies as early as September. Cui also argued that the Governor of the Regional Federal Reserve Bank, Logan and Hamark, might cast two negative votes in favour of 25 basis points, and that Kashkali might vote against a third。

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Institution: Storage chip prices may be closer to peak

On 28 July, in a study, Jefferies analysts indicated that the price of stored chips might be closer to peaks. While the market expects a further 25-30 per cent increase in the price of stored chips over the ring in the third quarter, the latest industry verification by Jefferies suggests that the increase may be more moderate, ranging from 15 to 20 per cent. According to their analysts, most of the price increases were driven by cloud service providers, while manufacturers of consumer electronics showed fatigue in further increases. “The prospects for further ring-up in 2027 are less visible”, says Jefferies' analysts, and adds that storage chip prices may have peaked earlier than expected。

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A review of major developments in the midday of July 28th

7.00-12 noon Keywords: Clarity Act, Anthropic, Beled 1. Citigroup: The short-term gold target price is expected to be $4,500; 2. Finance Minister of Japan: monetary policy has entered a new phase dominated by interest rates; 3. Betropic publicly supported the Clarity Act, with a narrow Senate legislative window; 4. Bitwise sold a further 1179 million HYPEs, valued at approximately $7.05 million; 5. Belede transferred 33,10 BTCs and 28,370 ETHs to Coinbase Prime; 6.trade.xyz's data were at an all-time high, with a cumulative volume of $408.4 billion; 7. Anthropic finally responded to open-source disputes: the ban was opposed, but achip and distillation; 8. The United States Senate suspended consideration of the CLARTY Act, focusing its agenda on other matters。

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Binance flash will perform system regular maintenance on 2 August and is expected to be completed within one hour

On 28 July, according to the official announcement, the Binance flash will be systematically maintained on a regular basis at 07:30 (Eastern Sector 8 Time) on 02 August 2026. During the maintenance period, users will not be able to order new truncated and price-limited orders and existing orders may be bypassed by system upgrades. The maintenance is expected to be completed within one hour。

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The Texas data centre in the United States will be using the British Viagra. Film

On 28 July, according to the British Financial Times, Weaverda participated in a $50 billion lease agreement for the United States data centre in Texas, which will use the British Weeda chip。

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Weeda, Oracle, Alphabet, and so on

On 28 July, the boom in financing generated by the construction of artificial intelligence infrastructure was being scrutinized more closely by the bond market. Data from the London Stock Exchange Group show credit default swaps related to Oracle, SpaceX, Alphabet, Amazon, Meta, Botten and Weeda (see figure). The CDS has recently risen to their respective record levels, indicating that investors are beginning to demand higher risk compensation. Credit default swaps, also known as CDS, are equivalent to insurance for business debts. The higher the spread, the greater the market perceives the risk of holding related bonds. Oracle is under the most obvious pressure, rising to 215 basis points on Monday of the five-year CDS, well above 144 basis points at the beginning of the year. According to this offer, the cost of providing a one-year guarantee for the Oracle debt of $10 million would be approximately $215,000. The five-year British-Wida CDS peaked at about 82 basis points per year on Monday, representing the largest increase in the volume of related contracts since the start of active trading last November. According to ICE Data Services, this means the purchase of five-year default protections for $10 million for British Vida debt, with an annual payment of approximately $82,000. Alphabet's five-year CDS has reached a record high of 67 basis points on Monday. However, Alphabet's CDS did not start trading until November 2025, so the historical comparison of the so-called “high record” is short. The focus of credit market concern is not the sudden disappearance of artificial intelligence demand, but the mismatch between the size of the investment, the return cycle and the speed of financing. Standard & Poor ' s estimates suggest that capital expenditure in Alphabet, Amazon, Meta, Microsoft and Oracle could total $737 billion in 2026, well above $261 billion in 2024。

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KOREA EXCHANGE HAS INITIATED A MELTING MECHANISM FOR THE KOSDAQ INDEX

ON 28 JULY, THE KOREA EXCHANGE LAUNCHED A MELTING MECHANISM ON THE KOSDAQ INDEX AND THE TRANSACTION WAS SUSPENDED FOR 20 MINUTES。

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Minister of Finance of Japan: Our position on foreign exchange has not changed. The United States and Japan have the same position on foreign exchange

On 28 July, the Finance Minister of Japan, Kiyama Moon: The Japanese yen depreciated in both ways. No comment will be made on specific foreign exchange levels. No comment on potential interventions. Our position on foreign exchange remains unchanged and stands ready to respond as needed. The United States and Japan share the same position on foreign exchange. The possibility of joint foreign exchange intervention with the United States was not commented upon。

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