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7/5
21:23
1. Samsung’s earnings will be a key test for the AI chip market; Q2 operating profit is expected to surge 18-fold;
2. “Smart money” collectively bought into Mexico’s matches—which ended without a win in regulation time—with TOP’s holdings yielding a combined profit of $20.3 million;
3. Donald Trump will meet with Zelenskyy and the Syrian president during the NATO summit;
4. SemiAnalysis: NVIDIA’s Kyber NVL144 has been delayed by over 12 months, with the release date pushed back to 2028;
5. The Clarity Act was not signed into law on July 4; August 7 is now a key milestone;
6. Spot gold hits a two-week high, breaking above $4,200 per ounce;
7. Trading volume on Polymarket’s World Cup winner prediction market has surpassed $3.9 billion, with France’s probability of winning rising to 35.1%;
8. Garrett Jin has increased his ZEC short positions, with a portfolio value of $15.08 million and an unrealized loss of $530,000.
21:15
Svmuu News: According to Lookonchain’s monitoring, a certain address exchanged 1,126.44 ETH, worth $2.01 million, for only 5,776 LIT, worth $14,208, resulting in a loss of nearly $2 million.
21:05
Svmuu News: According to the latest data from Gate, the price of gold has fallen to $4,180.97 per ounce, marking a 0.07% decline for the day. The price of silver has fallen to $62.685 per ounce, marking a 0.35% increase for the day.

The BVIX (BTC Volatility Index) is currently at 40, up 0.93% for the day. The EVIX (ETH Volatility Index) is currently at 53.69, up 0.43% for the day.

In the foreign exchange market, the U.S. dollar against the offshore yuan (USD/CNH) rose 0.05% intraday, with the current exchange rate at 6.78441. The U.S. dollar against the Japanese yen (USD/JPY) rose 0.18% intraday, with the current exchange rate at 161.531.

In global stock indices, the Euro Stoxx 50 (EUSTX50) rose 0.47% intraday to 6,410.46 points; the UK FTSE 100 (UK100) rose 0.09% intraday to 10,668.1 points; the German DAX 40 Index (GER40) rose 0.09% on the day to 25,867.8 points.

In the commodities market, WTI crude oil fell 0.45% intraday to $68.66 per barrel. Brent crude oil fell 0.04% intraday to $71.77 per barrel.

Gate enables users to trade traditional financial market products directly on the platform, offering one-stop access to a wide range of asset classes including precious metals, foreign exchange, global stock CFDs, major indices, and commodities, thereby achieving deep integration between crypto assets and traditional financial assets. Gate TradFi features have been fully integrated into the Gate App and web platform, allowing users to conveniently trade global assets without switching platforms. This unlocks additional strategies and opportunities beyond the crypto market, continuously enhancing the multi-asset allocation experience.
20:57
Svmuu News: According to Onchain Lens, over the past hour, a newly created wallet withdrew 323.72 BTC—worth $20.59 million—from Binance.
20:43
Svmuu News: According to Onchain Lens, one of the most profitable wallets on Hyperliquid—a wallet suspected to be linked to Abraxas Capital—has a cumulative P&L of $173.75 million and has just deposited an additional $2 million into Hyperliquid. The account’s current book value stands at $35.92 million, with 98.5% of its exposure in short positions. Its largest positions include: a $20.51 million 5x leveraged HYPE short position with an unrealized loss of $3.95 million; a 10x leveraged SOL short position of $6.76 million, with an unrealized loss of $72,000; a 4x leveraged GOLD short position of $5.44 million, with an unrealized gain of $184,000; a 5x leveraged FARTCOIN short position of $2.04 million, with an unrealized gain of $1.06 million. Current open positions show an unrealized loss of $2.55 million and funding fee income of $9.87 million.
20:42
Svmuu News: South Korea officially launched a 24-hour spot USD/KRW trading mechanism on Monday to enhance the convertibility of the won and secure developed market status in the MSCI World Index. Under the new mechanism, South Korea’s domestic spot foreign exchange market will open at 6:00 a.m. every Monday and trade continuously until 6:00 a.m. on Saturday, resulting in 120 hours of continuous trading per week. South Korean Finance Minister Koo Yun-chul stated that this move will serve as “an important starting point for the won’s globalization.” (Reuters)
20:34
Svmuu News: According to on-chain analyst Yu Jin, Garrett Jin (0x92e... 50e9) opened a short position in ZEC 9 days ago and added to that position 1 hour ago. He currently holds short positions in ZEC worth $15.08 million, with an average entry price of $444 and an unrealized loss of $530,000.
Garrett Jin’s previous two ZEC trades were both profitable: in late May, he opened a short position worth $36 million at $626 per ZEC and closed the position for a profit of $11.24 million following the ZEC vulnerability incident in early June; He subsequently opened a long position in ZEC worth $22 million at $439 and closed the position at $447, realizing a profit of $420,000. Additionally, as BTC has risen by more than $5,000 in recent days, the unrealized loss on his long BTC position has narrowed from $23 million to $16 million.
20:24
Svmuu News: Memory chip manufacturer Samsung Electronics is set to announce its second-quarter earnings on Tuesday. According to the consensus of analysts, preliminary operating profit is expected to reach 84.3 trillion won (approximately $55.1 billion), an 18-fold increase from the same period last year and exceeding the company’s full-year profit for 2025. Revenue is expected to surge 127% to a record 169 trillion won. Since June, chip stocks have experienced several sharp pullbacks amid market concerns over intensifying competition, potential overcapacity, and the return on massive AI investments. This has further heightened the significance of Samsung’s upcoming earnings report; with market expectations already at a high, there is very little room for the company to disappoint.
Dave Mazza, CEO of Roundhill Financial, said, “Samsung’s earnings come at a time when the market is questioning the investment logic behind memory chips from both the supply and demand sides. If the results are close to market expectations, it will help quell the controversy, which would be beneficial for Samsung.” (Jin Shi)
20:03
Svmuu News: The World Cup Round of 16 match between England and Mexico has been postponed by one hour due to severe weather in Mexico City and is now scheduled to kick off at 09:00 Beijing Time on Monday. Reports indicate that Mexico City experienced heavy rainfall that day, with lightning activity observed over the Azteca Stadium. According to regulations, the match cannot begin until 30 minutes have elapsed since the last instance of lightning was detected within an 8-mile radius of the stadium. Earlier, FIFA had discussed bringing the kickoff time forward, but ultimately decided to maintain the original schedule due to factors such as player preparation, fan travel, and the organization of such a major event. (BBC)
20:00
Svmuu News: According to Gate data, spot gold rose above $4,200 per ounce in early trading, hitting a two-week high and gaining 0.6% on the day.
19:50
Svmuu News: Israeli Prime Minister Netanyahu said on the 5th (local time) that he would continue to oppose Iran’s nuclear program regardless of whether the United States and Iran reach an agreement. Netanyahu stated that, in order to defend Israel’s fundamental interests, the Israeli government would never allow Iran to acquire nuclear weapons.
19:50
Svmuu News: Data shows that, according to Federal Reserve, the probability of the Federal Reserve keeping interest rates unchanged in July is 77%, while the probability of a cumulative rate hike of 25 basis points is 23%. Federal Reserve The probability of interest rates remaining unchanged through September is 41.9%, while the probability of a cumulative rate hike of 25 basis points is 47.6% and that of a cumulative rate hike of 50 basis points is 10.5%.
19:50
According to data from Svmuu News and rwa.xyz, Securitize Corp. currently ranks first in tokenized stocks with an on-chain stock value of $270.6 million. Its stock symbol, SECZ, began trading on the New York Stock Exchange on July 2, and on the same day, Securitize tokenized its common stock on Solana and Avalanche through its regulated platform. The tokenized stock sector has a distributed value of $1.96 billion, up 31.84% over the past 30 days; monthly transaction volume reached $8.47 billion, an increase of 92.77%; the total number of holders reached 403,650, up 17.18%; while monthly active addresses fell by 84.37% over the same period. (Bitcoin.com News).
19:48
Svmuu News: SemiAnalysis posted on X stating that just three months after Jensen demonstrated the Kyber NVL144 at GTC, the product has faced major setbacks and a delay of more than 12 months, with its release pushed back to 2028. NVIDIA’s NVL72x2 back-to-back rack architecture has also been canceled, limiting the scalability of Rubin Ultra.
19:21
Svmuu News: A senior U.S. official stated that Donald Trump plans to arrive at the NATO summit on Tuesday, with his first meeting scheduled to be with the summit’s host, Turkish President Erdogan. The White House said that Donald Trump will also meet with Syrian President Shara and hold a press conference. Donald Trump He is scheduled to meet with Zelenskyy on Wednesday to discuss how to end the Russia-Ukraine war.
The official noted that the situation on the battlefield has been deadlocked over the past few months, with neither side making significant progress, and Donald Trump believes it is necessary to bring about a ceasefire as soon as possible. The official also stated that Donald Trump will urge NATO allies to increase defense spending.
19:21
Svmuu News: White House adviser Patrick Witt had said in May that he hoped the CLARITY Act would be signed into law on July 4, but the bill was not signed by that date. CoinDesk reported that the biggest risk now actually comes from the House of Representatives. Recently, the U.S. House of Representatives has encountered resistance in advancing several items on its agenda, including important bills such as the budget, and the market is concerned that declining legislative efficiency may further slow the progress of the CLARITY Act.
In addition, the market views August 7—the last working day before the Senate’s summer recess—as a critical window for the bill’s progress. (CoinDesk).
19:15
Svmuu News: According to Bitcoin News, Bitcoin's long-term holders currently control 78% of its circulating supply.
19:13
Svmuu News: Paradis Labs posted on X stating that Agility plans to go public via CCXI SPAC around the fourth quarter, with its ticker symbol changing to AGLT; the company has raised approximately $640 million in private financing, with backing from AMZN, NVDA, SoftBank, DCVC, and others. Approximately 100 Digit humanoid robots have been deployed across nine facilities, including those of AMZN, GXO, Schaeffler, Toyota, and MELI; accuracy rates stand at approximately 98% across eight deployments at Schaeffler and three pre-booked deployments at GXO. Agility states that the payback period for a single Digit humanoid robot is approximately 1.1 years. Orders for Digit v5 exceed $300 million, and this version is scheduled for release in 2026; the pipeline includes more than 30 customers.
Agility is the first company to adopt NVDA Halos for full-stack robot security. Its RoboFab facility in Oregon has an annual production capacity of over 10,000 units, with approximately 75% of its components sourced from the United States. As annual production increases to over 10,000 units, the bill of materials cost will drop from $125,000 to approximately $15,000 to $20,000. Paradis Labs noted that, in terms of both technology and commercialization, Agility is the most advanced among Western humanoid robot OEMs; Figure’s deployment at BMW has been controversial; TSLA has not yet sold any units to the public; Apptronik has not yet deployed any robots; and while Boston Dynamics has robotic products, its time-to-market has been slow, with no customers expected until at least 2027.
18:22
Svmuu News: According to OKX market data, ETH has broken through 1,800 USDT and is currently trading at 1,800.01 USDT, up 0.76% over the past 24 hours.
17:31
Svmuu News: According to OKX data, BTC has broken through 63,000 USDT and is currently trading at 63,007.8 USDT, with its 24-hour decline narrowing to 0.65%.

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