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Today · 2026-08-23 · Sun

The bottom logic of the storage chip unit, which has fallen over 20% over the last few weeks, is revalued

On 11 July, SK Hercules appeared on the United States market, raising market interest in the US stock chip plate. Since the beginning of the year, the plate has risen in strength, followed by a collective response, and this week has also been one of sharp fluctuations. What's the central reason? What are the potential risks behind this? Industry has indicated that, in the history of the chip-storage industry, producers tend to simultaneously expand their capacity, leading to the release of new concentrated capacity, a sharp fall in prices and losses for the entire industry; then the producers collectively contract capital spending, waiting for the demand to warm up, and then rekindle — a cycle that is industry-specific. Since the U.S.U. chip storage unit reached its high point in late June, news such as the sale of calculus by Meta has raised concerns about overcalculations in the market, and the stock of chips has met with a collective response. Data show that the leading sectors, such as Moody, Light Technology, Hightech and Western Data, have all fallen by more than 20 per cent over the past few weeks. Analysts point out that the industry ' s bottom logic that currently supports the need to store chips is being re-evaluated and that the core variable is whether or not the technology gap between major AI models will continue to narrow. Analysts also pointed out that the storage chip industry was undergoing a profound change in its business model: in the past, it had been more like a bulk commodity, with prices on the market, and contracts were mostly quarterly and annual; now, cloud manufacturers and the AI data centre were increasingly signing long-term supply agreements with the original plant for three to five years, price zones, minimum purchases and customer bonds to secure critical supplies。

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IPO MENTORING TEAM IN YANGJIANG STORAGE, COMPRISING A TOTAL OF 31 PEOPLE

ON 11 JULY, THE CVM NETWORK INDICATED THAT THE YANGTZE STORAGE IPO MENTORING PROGRESS REPORT (FIRST ISSUE) WAS UPDATED ON 10 JULY. A TOTAL OF 31 PERSONS FROM THE TWO SINO-CHINESE SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-CINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-SINO-S THE NEXT PHASE WILL INVOLVE MENTORING IN TWO AREAS: COORDINATION OF COMMUNICATION DISCUSSIONS BETWEEN INTERMEDIARIES AND COMPANIES ON ISSUES IDENTIFIED AT WORK IN A TIMELY MANNER, RESEARCH INTO THE ESTABLISHMENT OF A NORMATIVE PROGRAMME, AND FOLLOW-UP ON THE IMPLEMENTATION OF CORRECTIVE REQUIREMENTS. AT THE SAME TIME, THE MENTORING GROUP WILL CONTINUE TO URGE COMPANIES TO IMPROVE THEIR SYSTEMS OF CORPORATE GOVERNANCE AND INTERNAL CONTROL AND TO IMPROVE THEIR REGULATORY PERFORMANCE; AND, SECONDLY, TO DEEPEN THEIR UNDERSTANDING OF THEIR RESPONSIBILITIES AND OBLIGATIONS WITH REGARD TO THE ISSUANCE OF LAWS AND REGULATIONS, THE REGULATION OF THEIR OPERATIONS, AND SO ON. KIM XIAN

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QUIXION: ETH HAS A SINGLE INCREASE OF 1388.89, WITH A CURRENT SURPLUS OF 67.82%

THE ETH WAS INCREASED BY 1,388.89 UNITS, OR APPROXIMATELY US$2,707,245.39. THE AVERAGE PRICE INCREASED FROM $1,765.54 TO $1,771.69, WITH THE CURRENT SURPLUS AND DEFICIT OF $473,697.12 (+67.82 PER CENT) AND THE CURRENT VALUE OF $1,821.09 AND THE LIQUIDATION OF $1,762.62. THE TRADER, WHO HAD PROFITED FROM THE BLUE NFT, HAS BEEN RETRENCHED FROM OCTOBER, WHEN HE BECAME ACTIVE, FROM OVER BILLIONS TO HUNDREDS OF THOUSANDS OF DOLLARS。

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Defillama data shows that Kate's net outflow is 207 million dollars, and the money is $308 million

As a result of the fermentation of the users, the net outflow of Gate funds reached $207 million in the last seven days, ranking second in the Centralized Exchange (CEX). In the last seven days, the currency has been in the order of $308 million, ranking first in CEX. In addition, as a result of the EU exit policy, there has been a significant outflow of funds from Currency and Bybit in recent January。

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Jamie Coutts: Bitcoin is at the end of Bear City, rising to $200,000 to $250,000 over the next two to three years

According to Jamie Coutts, the Chief Encryption Analyst of Real Vision, according to the early issuance of In-A, Bitcoin is at a late stage in Bear City, where action could be reduced but has yet to exit. BTC fell by about 50 per cent above its historic high of $126,100 in October 2025. Coutts, which are expected to rise to $200,000 to $250,000 over the next two to three years, are cautious about reaching $1 million in 2030 and reminds the Bitcoin community of the need to respond to the quantum counting threat by 2027。

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Korea's five major exchanges have fallen by 10 trillion won, making it nearly two years and nine months low

On July 11, Digital Asset reported that the weekly value of Korea's five major compliance and encrypted currency exchanges (Upbit, Bitthumb, Coinone, Korbit, Gopax) had been down five weeks in a row and had broken 10 trillion won. According to the data, the total turnover of the five major exchanges between 3 and 10 July was approximately 9,96766 trillion won, a decrease of 2575 per cent compared with the previous week (approximately 13.4 trillion won) and a cumulative decline of 43.5 per cent over a month compared to the beginning of June (17.7 trillion won). This was the first time since late September 2023 that the data fell by 10 trillion won, or about two years and nine months later. In terms of market share, Upbit maintained its first share of 63.02 per cent, but it declined by 3.95 percentage points from the previous week。

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United States laws prohibit the Federal Reserve from issuing digital dollars by 2031

THE UNITED STATES HAS FORMALLY PASSED LEGISLATION PROHIBITING THE FEDERAL RESERVE FROM ISSUING DIGITAL DOLLARS BY 2031. THE BILL, KNOWN AS THE HOUSING ACT OF THE 21ST CENTURY, BECAME LAW AFTER TRUMP DID NOT EXERCISE ITS VETO OVER IT. UNDER THE NEW LAW, THE FEDERAL RESERVE WAS LEGALLY PROHIBITED BY DECEMBER 2030 FROM ISSUING A CENTRAL BANK DIGITAL CURRENCY (CBDC) OR ANY "SUBSTANTIALLY SIMILAR" CURRENCY. STABLE CURRENCIES SUCH AS USDT AND USDC ARE EXPLICITLY EXEMPTED AND ARE NOT AFFECTED。

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Specter's investigation found that the perpetrators of the attack were dealing with funds

A chain security officer, Specter, found that there were financial transactions between the founder of Realms and the address of Crystal Notte to the governing attackers of BONK DAO. The attackers created a malicious governance proposal on 30 June 2026, requiring the right to vote for 1 per cent of the BONK supply in circulation and the right to vote on the exchange and on Marginfi loan from 4 to 5 July, which was approximately $4 million。

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Lab's suspected inside address transferred $9.15 million to Aster

On 11 July, according to the chain analyst, Aunt Ai (@ai 9684xtpa), LAB again transferred 10.5 million LABs to Aster, at a transfer price of $0.872, valued at approximately $9.15 million. This was the same transfer of LAB after approximately 22 hours. Within nearly 24 hours, the address had been cumulatively transferred to Aster for LAB, valued at approximately $18.69 million. Prior to this, the LAB price dropped significantly after the address was transferred last night。

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Trader 0xray has 47.20 more BTCs after 0000. Current gain/loss plus $7,390.73

More than 47.20 BTCs, approximately US$ 3,035,754.57, were recently added to the post-00 trader 0xray. Its warehouse size was USD 10,017,153.66, with the average price adjusted from USD 64,200.40 to USD 64,211.50. At present, it has a current surplus of US$ 7,390.73 (+0.74 per cent), a current currency value of US$ 64,258.91 and a liquidation value of US$ 57,248.35. oxyray, a well-known post-00 encryption trader on x platform, first siloed on the HyperLiquid platform, had a monthly breakthrough of $6 million. In the recent past, the focus of its transactions has gradually shifted from encrypted assets to chained stock contracts。

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