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7/6
11:00
Svmuu News: Tom Lee posted on X, stating that although there remains widespread skepticism about Ethereum in the market, the rise in the Ethereum/Bitcoin ratio indicates that investors are pricing in improvements in the “visibility of use cases” for crypto assets in advance. This shift reflects that the market is reassessing the practical applications and growth trajectory of the crypto industry, rather than focusing solely on short-term price fluctuations.
Tom Lee emphasized that, from a structural perspective, this trend is a positive signal for the overall crypto market.
10:48
Svmuu News: According to Onchain Lens, Riot Platforms deposited 500 BTC (approximately $30.9 million) into a NYDIG custodial account, likely in preparation for a sale. The transfer was completed in two separate transactions: 413.793 BTC (approximately $25.57 million) and 86.207 BTC (approximately $5.33 million).
10:41
Svmuu News: Jiang Zhuoer posted on X that Strategy has sold 3,588 Bitcoin, raising approximately $216 million, and noted that this marks the company’s first large-scale sale of tokens.
He noted that, given the company still holds approximately $2.55 billion in cash reserves—enough to cover 17.6 months of interest expenses—the decision to proactively sell Bitcoin rather than raise capital through a common stock offering is viewed as a significant shift from its “never sell Bitcoin” strategy.
Jiang Zhuo’er believes this move may signal an adjustment to the company’s capital strategy and questions whether selling BTC without replenishing positions will lead to a “decrease in BTC holdings per share.” He speculates that the 20,000 BTC already approved by the shareholders’ meeting will likely be sold in full,He further speculates that Strategy may be using part of its “Bitcoin” for phased capital allocation, which could even impact its long-term market narrative of “continuously buying BTC.”
10:38
Svmuu News: Carlos Domingo, CEO of Securitize, said the company will use approximately $400 million in cash reserves to pursue mergers and acquisitions after completing its NYSE listing, with the aim of expanding its institutional-grade asset tokenization business. After completing its listing through a merger with a SPAC affiliated with Cantor Fitzgerald, the company retained approximately 70% of the trust funds, providing it with sufficient cash reserves to support the next phase of expansion.
Carlos Domingo noted that M&A targets will primarily focus on areas complementary to the tokenization business, rather than direct competitors, to build a “full-stack tokenization service platform” for institutional clients.
Securitize currently serves institutions including BlackRock, KKR, Apollo, and VanEck, and has issued approximately $4.4 billion in tokenized assets to date, including products such as BlackRock’s BUIDL fund. (CoinDesk)
10:32
Svmuu News Donald Trump: American Bitcoin (ABTC), a mining company backed by the Bitcoin family, has increased its holdings by 500 BTC; its current holdings at Bitcoin now total 8,000 BTC. (BTCtreasuries)
10:30
Svmuu News: According to market reports, when asked whether the "Donald Trump" account might include Bitcoin, Donald Trump replied: "It could happen."
10:26
Svmuu News: U.S. President Donald Trump stated that he did not tell FIFA what to do, that FIFA President Fantino is a smart man, and that he asked FIFA to review Balogun’s red card. FIFA made the right decision; the referee’s call to give Balogun a red card was truly terrible. (Jin Shi)
10:23
Svmuu News: According to Lookonchain’s monitoring, the U.S. “Bitcoin” ETF saw net inflows of 3,774 BTC today, with net outflows of 10,837 BTC over the past 7 days; the “Ethereum” ETF saw net inflows of 498 ETH, with net inflows of 15,393 ETH over the past 7 days.
10:19
Svmuu News Donald Trump reports that, thanks to Donald Trump accounts, today’s newborns will have a significant financial advantage by the time they turn 18.While promoting today’s account launch ceremony, he strongly advocated for early investment as a path to building long-term wealth, noting that the Dow Jones Industrial Average, the Nasdaq, and the S&P 500 have all risen recently. “I believe the market is poised to soar,” he said, encouraging families to continue investing rather than cash out. (Jin Shi)
10:15
Svmuu News: According to GMGN market data, the market cap of CZ, a meme coin on the BSC chain, briefly surpassed $80 million and is currently trading at $69.78 million, with an intraday gain of over 40%.
Svmuu reminds investors that meme coin prices are highly volatile, driven largely by market sentiment and trending events, and lack underlying intrinsic value; investors should be aware of the associated risks.
10:11
Svmuu News: U.S. President Donald Trump stated that no funds have been provided to Iran, and that it is either a deal or no deal. He would prefer to reach an agreement. (Jin Shi)
10:07
Svmuu News: SemiAnalysis published an article pointing out that “time-to-first-token” (TTFT), a metric frequently cited in large-model inference, may be receiving excessive attention from the market, The core metric for inference systems is not “the faster, the better,” but rather a trade-off between “single-user interaction speed (tok/s/user)” and “overall throughput efficiency (tok/s/GPU).” In most scenarios, TTFT has a limited impact on user experience, while token speed during the generation phase is the key variable.
SemiAnalysis concludes that only about 10%–20% of inference tasks are truly latency-constrained, while the vast majority of scenarios rely more on optimizing throughput and cost efficiency.
09:54
Svmuu News Donald Trump In the Oval Office, he strongly promoted “Donald Trump,” stating that children could use the funds in these accounts to build wealth. He also praised billionaire couple Michael Dell and Susan Dell, who have pledged to contribute more than $6 billion to these accounts.“Go buy a Dell (DELL.N) computer,”Donald Trump told the audience. He joked, “We’ll find a way to make that money back for him.”
Donald Trumpalso noted that naming the account after himself was not his idea.He then asked Michael Dell if he had ever told him that he wouldn’t donate the money unless the account was named after the president.Donald Trump immediately replied, “No, but I’ve done that with other things,” prompting a burst of laughter from the audience. (Jin Shi)
09:53
Svmuu News: According to SoSoValue data, as of 8:00 a.m. Eastern Time on July 6, 2026, the total weekly net purchases of Bitcoin by global publicly traded companies (excluding mining companies) amounted to $10.57 million, a decrease of 27.85% from the previous week.
On June 30, Strategy (formerly MicroStrategy) sold 1,363 Bitcoin for approximately $80.8 million at an average price of $59,256, reducing its holdings to 846,000 coins;On July 5, it sold another 2,225 Bitcoin for approximately $135 million at an average price of $60,773, further reducing its holdings to 843,775;
Japanese publicly traded company Metaplanet announced its first purchase in 10 weeks, investing $225 million to buy 2,823 Bitcoin at $79,664 each, bringing its total holdings to 40,177 coins.
In addition, two other companies purchased Bitcoin last week. On July 5, OrangeBTC, a Brazilian company based in Bitcoin, announced the purchase of 1 Bitcoin—the specific amount was not disclosed—bringing its total holdings to 3,897;Asset management firm Strive announced on July 6 that it spent $1.68 million to purchase 17.76 Bitcoin at a price of $64,761 each, bringing its total holdings to 19,882.
As of this writing, the total holdings of Bitcoin by publicly listed companies worldwide (excluding mining companies) amount to 1,141,812 coins, a decrease of 0.04% from last week. The current market value is approximately $70.3 billion, accounting for 5.7% of Bitcoin’s circulating market capitalization.
09:53
Svmuu News: According to data from MSX.COM, the optical communications sector on the U.S. stock market rose, with Credo Technology up more than 10%, Astera Labs up nearly 10%, Marvell Technology up more than 4%, and Corning up nearly 4%.
09:45
Svmuu News: The final reading for the U.S. S&P Global Services PMI in June was 51.2, down from 51.3. The final reading for the U.S. S&P Global Composite PMI in June was 51.9, down from 52.2. (Jin Shi)
09:42
Svmuu News: U.S. President Donald Trump said he is discussing with Congress a new type of account for adults, and he also mentioned that companies are investing in the United States due to tariffs. (Jin Shi)
09:39
Svmuu News: U.S. President Donald Trump said the market will surge, and Donald Trump praised the stock market’s performance during his second term. (Jin Shi)
09:37
Svmuu News: U.S. President Donald Trump said to buy Dell. He wants to thank Micron. Dell (DELL.N) surged more than 3% in short-term trading, and Donald Trump called for buying Dell. (Jin Shi)
09:34
Svmuu News: Market Report: Microsoft (MSFT.O) will lay off 6,400 employees, half of whom are part of a restructuring of the Xbox gaming division. The layoffs represent approximately 2.8% of the company’s total workforce. Microsoft will sell five studios, including Compulsion and DoubleFine. (Jin Shi)

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