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7/3
18:04
Sui: LoquaApp Launches Privacy-First Messaging App; Sui Tunnels Experiment to Open TPS Stress Testing
Svmuu News: Sui posted on X, stating that this week’s priorities include safeguarding data privacy, expanding decentralized capital markets, and welcoming new teams into the network’s development pipeline.LoquaApp has launched a privacy-first AI agent messaging app on Sui, allowing users to send messages, interact with AI agents, and conduct peer-to-peer token transfers within chats; RipStationxyz has deployed a Pokémon card rating system on Sui for on-chain trading and physical redemption;suidevelopers hosted a technical session where kostascrypto and abhinavg6 analyzed the cryptography behind protocol-level confidential transactions;0xfluid has selected Hashi Build’s institutional-grade Bitcoin credit market, enabling native BTC to be used as collateral via formally verified contracts on Sui; realtbook has partnered with paga to create a compliant financial bridge, providing tokenized real-world assets to African consumers and businesses;Six early-stage development teams—AssetoFinance, audricai, gendotpro, kash_bot, predikt_gg, and transact_sh—have completed the third cohort of the Sui Hydropower Fellowship; tradeonhudi announced the upcoming launch of 24/7 leveraged Asia-Pacific stock perpetual contracts targeting the South Korean, Japanese, and Hong Kong markets;Turbos_finance released its Q2 2026 report, noting that it has launched CLMM and previously became the highest-volume AMM DEX with a single-day SUI-USDC trading volume exceeding $17 million. The upcoming Sui Tunnels experiment will open to test the network’s TPS limit under load.
17:39
Visa, M-Pesa, and Onafriq Launch a Pilot Program for Cross-Border Stablecoin Transfers in the Democratic Republic of the Congo
Svmuu News: Visa, M-Pesa, and Onafriq have launched a pilot project in the Democratic Republic of the Congo to settle cross-border mobile transactions using a U.S. dollar-pegged stablecoin. The pilot targets scenarios such as cross-border mobile wallet top-ups, international commercial transactions, and remittances. The World Bank estimates that the cost of cross-border remittances in sub-Saharan Africa averages nearly 8% of the transfer amount. Visa has previously partnered with the African cryptocurrency exchange Yellow Card to explore stablecoin treasury management and international settlement. (Bitcoin.com News).
17:31
BitcoinTreasuries.NET: The Strategy holds Bitcoin, which is 1.3 times the total holdings of all governments worldwide.
Svmuu News: BitcoinTreasuries.NET posted on X stating that Strategy MSTR currently holds Bitcoin, which is 1.3 times the combined holdings of all governments worldwide.
16:11
Following ongoing discussions on Section 604, the MCSA has adopted a neutral stance on the Clarity Act
Svmuu News: A Fox Business crypto reporter posted on X that, following recent ongoing discussions regarding Section 604—the Blockchain Regulatory Certainty Act—the Major County Sheriffs of America has shifted its stance on the Clarity Act to “neutral.” In a letter to the leadership of the Senate Banking Committee, the MCSA stated that, based on its ongoing review of the bill, there is still an opportunity to further strengthen the legislation in a way that supports responsible innovation and meets the practical needs of state and local law enforcement.
14:50
Joseph Chalom, Co-CEO of Sharplink: Ethereum Has Over 900,000 Validators, While Solana Has Fewer Than 800
Svmuu News: Joseph Chalom, co-CEO of Sharplink and former BlackRock executive, stated that Ethereum, with over 900,000 validators and more than 1 million developers, possesses a level of decentralization that Solana cannot match.Data from Electric Capital shows that 1,012,824 developers have contributed code to Ethereum, with approximately 232,000 remaining active over the past 12 months.Chalom noted that Solana has fewer than 800 validators, 92% of whom run on the same client. Data shows that as of late June, Sharplink held 886,725 ETH. (Bitcoin.com News).
14:32
Michael Saylor: About 100 million people have exposure to Bitcoin through MSTR common stock
Svmuu News: BitcoinTreasuries.NET posted on X that Michael Saylor of Strategy stated that approximately 100 million people currently have exposure to Bitcoin through MSTR common stock, and that Strategy has become the largest issuer of stock in the United States.
13:06
Donald Trump After Earning Over $600 Million from Her Solana Meme Coin in 2025, Gillibrand Reiterates Call for Ethical Reform of Digital Assets
Svmuu News: A Fox Business crypto reporter posted on X stating that, following the release of President Trump’s financial disclosure documents, Senator Gillibrand once again called for ethics reforms to prohibit the president, members of Congress, and their spouses from issuing or sponsoring digital assets. The financial disclosure documents show that President Trump earned over $600 million from his Solana meme coin in 2025. The announcement comes as Senator Gillibrand’s long-standing stance on strengthening ethics rules faces increased scrutiny, following reports that her son has raised funds to launch a crypto derivatives exchange.
13:03
SemiAnalysis: Nvidia's share of system memory spending is expected to exceed 40% by 2027
Svmuu News: SemiAnalysis posted on X, stating that the proportion of memory in hyperscalers’ capital expenditures has sparked considerable discussion, particularly following MU’s earnings report last week. Some market participants were surprised by the level this proportion might reach next year. SemiAnalysis released its preliminary views in late February, and many clients took issue with its 30% figure. In May, after price increases outpaced expectations, SemiAnalysis responded by stating that, when DRAM, NAND, and HBM are combined, memory spending in Nvidia systems will exceed 30% by the end of 2026 and surpass 40% in 2027. SemiAnalysis expects this trend to become clearer in the coming months.
12:39
ANSEM's market capitalization has surpassed $200 million
According to Svmuu News, GMGN data shows that ANSEM's market capitalization has surpassed $200 million, currently standing at $197 million.
12:26
The Open USD Consortium has been accused of listing Samsung and others as stablecoin partners without their consent
Svmuu News: Open Standard, the consortium behind Open USD, has been accused of listing companies such as Samsung Electronics as supporters of the OUSD stablecoin project without their consent.
Tony Chung, Head of Business Development at Blockmedia, stated that Samsung Electronics said no formal discussions had taken place and that it was unclear what role the company would play in the project;
Shinhan, Dunamu, and K Bank said Open Standard had inquired about their interest in participating, to which they merely replied that they would “consider” it, only to later discover their names had already been listed as consortium members. Gabor Gurbacs, an advisor at
Tether, said some of the listed partners claimed they had never signed or agreed to anything. Jeremy Allaire, co-founder and CEO of
Circle, posted that “integrity matters.”OUSD is expected to launch later this year. (Bitcoin.com News).
12:13
Weekly Profit of $1.5 Million; Bought Tickets for $330,000; Won During Regular Time in an Argentine Match
According to PPP’s prediction market monitoring, in the Polymarket prediction event “World Cup Round of 16: Argentina vs. Cape Verde,” an address that made a profit of $1.13 million over the past week purchased $330,000 worth of bets on Argentina to win in regulation time.
Address: 0x0346afae2603313d2bbee96b628536c8cbe352a5
The Svmuu Seer channel continuously monitors prediction markets to spot changes before prices are set.
12:08
Sui: Rated Pokémon cards can be traded on-chain via RipStation on Sui and exchanged for physical cards
Svmuu News: Sui announced in a post on Platform X that graded Pokémon cards can be tokenized on the Sui blockchain via RipStation, allowing users to trade these assets at any time or exchange them for physical cards.
11:42
Vitalik transferred 79 ETH, worth $137,000
Svmuu News: According to Onchain Lens, Vitalik Buterin has just transferred 79 ETH, worth $137,000, via the RAILGUN privacy protocol.
11:33
Data: Listed companies have made net purchases of nearly 167,000 BTC this year, which is twice the amount mined during the same period.
Svmuu News: Market data shows that listed companies have net purchased 166,984 BTC so far this year—twice the 81,153 BTC mined year-to-date—averaging 912 BTC per day. (BitcoinTreasuries)
11:28
BNP Paribas: Federal Reserve—The likelihood of action in July has decreased
Svmuu News: Isabelle Mateos i Lago, chief economist at BNP Paribas, said, “If the July nonfarm payrolls figure is very strong—nearing or exceeding 130,000—then I think the July meeting will be full of suspense.Uncertainty may not be as high now, but in my view, Federal Reserve the case for a rate hike still holds.” Ahead of the July 4 holiday, the short-term interest rate futures market priced in a roughly 20% probability Federal Reserve of a rate hike at the July 29 policy meeting, down from 33% prior to the release of the nonfarm payrolls report.The market still expects Federal Reserve to raise rates by 25 basis points this year, but not until December at the earliest.
Regarding European Central Bank (ECB), Lago stated: “The baseline expectation remains that there will be another rate hike in September. But it is worth noting that Governing Council members speaking at the Sintra meeting did not rule out the possibility of skipping this additional hike.”She warned that it could take half a year or longer for energy supply conditions to normalize, and that inflation in the eurozone could accelerate again. Even so, she believes that consumer prices in regions other than those affected by energy issues will not face upward pressure. (Jinshi)
11:22
ANSEM's market capitalization briefly surpassed $200 million, setting a new record high
Svmuu News: According to GMGN data, ANSEM, a meme coin in the Solana ecosystem, has surpassed a market capitalization of $200 million to reach a new all-time high. It is currently trading at $197.6 million, up 10.34% over the past 24 hours.
Svmuu reminds users that meme coin prices are highly volatile, and investors should exercise caution when participating.
11:17
“Federal Reserve”: Donald Trump Sets the Tone, Federal Reserve Enters a New Era of “Forward-Looking Guidance”
Svmuu News: Nick Timiraos, a “Federal Reserve” correspondent, posted on X: Donald Trump stated that he believes Federal Reserve Chairman Wash is a dovish voice within the Federal Open Market Committee (FOMC).The day before, Hassett, Director of the White House National Economic Council, made similar remarks; a week ago, U.S. Treasury Secretary Bessent said he hoped Federal Reserve would maintain an “open mind” regarding inflation and predicted that Federal Reserve would ease policy this year. A new era of “forward guidance” is dawning…
11:16
Allianz Analyst: Federal Reserve May Have to Raise Interest Rates in September
Svmuu News: Ludovic Subran, chief economist at Allianz, said, “The U.S. nonfarm payrolls data was actually weak, but I still believe inflation will peak above 3.7%, and that artificial intelligence, fiscal stimulus, and the energy sector continue to underpin economic growth. The Federal Reserve may have to raise interest rates in September.“I think this is where the real divergence between the U.S. and Europe lies.”
Subran believes that following last month’s rate hike, European Central Bank (ECB) will not take further action.“That was a precautionary rate hike, but judging by the current data, it seems to be a thing of the past,” he said. “The traumatic effects of the (Iran) war will take time to manifest, and the economy is still bearing the costs of the war, but the situation today is much better than it was a few weeks ago.” (Jin Shi)
11:02
HYPE breaks through 70 USDT, up 7.64% in the last 24 hours
Svmuu News: According to OKX market data, HYPE has broken through 70 USDT and is currently trading at 70.582 USDT, up 7.64% over the past 24 hours.
10:47
Bio Protocol Launches OpenLabs, Planning to Support Collaboration Between Scientific Projects and Agents Through a USDC Reward Mechanism
Svmuu News: DeSci’s Bio Protocol has announced the launch of OpenLabs, positioned as a coordination layer for collaboration between humans and agents in scientific research, with the goal of transforming scientific ideas into funded projects. OpenLabs comprises five interconnected layers: Posts & Discoveries, Projects, Agent Collaboration, the Web3 Incentive Layer, and the Bounty System. Regarding the incentive layer, OpenLabs plans to adopt a funding mechanism based on USDC yields to finance agent reasoning and tool usage. Users can deposit USDC and select projects to support; funds are deployed to audited yield vaults such as Morpho and Aave, with the generated yields directed toward projects for computing, querying, and simulation, while the principal remains at no risk. Once a project reaches the stage where real capital is required, it can issue tokens via the Bio Launchpad or conduct a private placement and follow the traditional biotech path.
10:41
A 21-year-old U.S. citizen has been charged in Israel with spying for Iran and accepting cryptocurrency
Svmuu News: Eli Lavon, an American citizen studying at an ultra-Orthodox seminary in Jerusalem, has been indicted by Israel on espionage-related charges. According to the indictment, Eli Lavon faces two counts of contacting foreign agents and 14 counts of transmitting information that could benefit the enemy.
Prosecutors allege that Lavon was recruited via Telegram to photograph sensitive locations and place hidden items containing coded messages for contacts linked to Iran, for which he received a total of approximately $1,379 in cryptocurrency from two contacts. Lavon’s attorney, Raz Bar Tzvi, told CNN that being contacted online by foreign actors does not mean one is a spy, and stated that the facts outlined in the indictment are insufficient to support the charges. (Decrypt)
10:40
New Hampshire’s HB 639 Bill Has Been Filed, Clarifying Legal Protections for Digital Asset Payments, Self-Custody, and More
Svmuu News: House Bill 639 (HB639) in New Hampshire has completed the registration process. The bill specifies that state and local governments may not restrict individuals from using digital assets for payments or holding assets in self-custody wallets, nor may they impose additional taxes solely for the use of digital assets. At the same time, individuals or businesses operating nodes, engaging in mining, or participating in staking activities are not required to obtain a money transmission license, and such activities are not considered the issuance or sale of securities.
The bill also authorizes the State Supreme Court to establish a “Blockchain Dispute Court” to specifically hear related civil disputes. It is reported that the bill will take effect 60 days after its passage.
10:29
“The White-Haired Stock Guru” Serenity: Chinese VC Capital Is Flowing Increasingly into Physical AI and World Model Sectors
Svmuu News: Serenity, known as the “White-Haired Stock Guru,” posted on X, stating that, based on capital flows in China’s private equity and venture capital (VC) markets, institutions are currently pouring massive amounts of capital into areas related to Physical AI and World Models.
Data shows that capital allocation is roughly as follows: large language models (LLMs) at approximately $23.56 billion, AI infrastructure and technology at approximately $15.74 billion, embodied intelligence/ Physical AI at approximately $13.36 billion, AIGC applications at approximately $8.79 billion, while autonomous driving and the other top 20 sub-sectors total approximately $3.82 billion (the metrics are not directly comparable).
Serenity points out that early-stage funding for pure foundational models has largely dried up, with capital now concentrated on established industry leaders and the “world model” direction. He expects this trend to emerge in the United States as well, with capital potentially concentrating further on leading companies such as Anthropic and OpenAI in the future. Regarding AIGC applications, Serenity believes that commercialization in this sector is relatively mature, but no clear winner has emerged yet, with a fragmented competitive landscape in both the U.S. and Chinese markets.
Overall, Serenity concluded that AI investment continues to flow into infrastructure and the semiconductor supply chain, while capital is rapidly shifting toward physical AI and embodied intelligence; however, the world model sector still lacks direct investment targets.
10:17
Strategy Bitcoin Strategy Manager: STRC’s temporary misalignment has been corrected; the long-term target is a return to the $99–$100 range
According to Svmuu, Chaitanya Jain, Strategy Manager at Strategy Bitcoin, posted on X that STRC has begun to recover after a brief price misalignment, and the company’s goal is to drive its long-term, gradual return to and stabilization within the $99–$100 range.
He noted that Strategy will achieve this goal through a variety of tools, including: a floating dividend yield mechanism, steadily growing USD reserves, the gradual unwinding of the convertible bond structure, share buybacks, and continuous upgrades to product features.
10:02
A "smart money" investor has shifted to a long position in Micron, and SK Hynix, closing out short positions in SNDK, INTC, and BTC to make a heavy bet on these stocks.
Svmuu News: According to on-chain analyst Ai Yi, a “smart money” address that had previously accumulated profits of over $5.293 million from long and short trades in U.S. stocks has once again adjusted its portfolio, drawing market attention.In the early hours of today, after closing out a basket of short positions including $SNDK, $INTC, and $BTC, the account immediately shifted to a long position, opening approximately $8.38 million in long positions in Micron ($MU) and establishing approximately $1.99 million in long positions in SK Hynix ($SKHX).In addition, the account plans to further increase its position by approximately $7 million when SK Hynix pulls back to the 1,400–1,550 range, indicating a shift toward optimism regarding the short-term outlook for the memory chip sector.
09:54
BlackRock Net outflows of BTC for 10 consecutive trading days, totaling 35,980 coins worth $2.24 billion
Svmuu News: According to Lookonchain’s monitoring, BlackRock has seen net BTC outflows for 10 consecutive trading days, with a cumulative net outflow of 35,980 BTC, valued at $2.24 billion.
09:53
KR1, an investor in Lido, transferred 3.7 million LDO to Kraken one hour ago.
Svmuu News: According to monitoring by on-chain analyst Yu Jin, KR1 plc—a digital asset technology company listed on the London Stock Exchange and an investor in Lido—transferred 3.7 million LDO (US$990,000) to Kraken one hour ago.
09:47
SemiAnalysis: SPHBM4 Shifts the Complex Engineering Burden of AI Chips to the Substrate Layer
Svmuu News: SemiAnalysis posted on X stating that the SPHBM4 shifts the complex engineering burden of AI chips. Chip manufacturers will no longer purchase extremely expensive proprietary “silicon interlayer + ABF substrate” combinations, but will instead shift entirely to purchasing extra-large, multi-layer ABF substrates—or adopt glass substrates earlier when performance demands are directly driven to the substrate level. The substrate boom has only just begun.
09:46
Today, the “Bitcoin” ETF saw net outflows of 588 BTC, while the “Ethereum” ETF saw net inflows of 6,105 ETH.
Svmuu News: According to Lookonchain’s monitoring, the U.S. “Bitcoin” ETF saw net outflows of 588 BTC today, with net outflows of 22,189 BTC over the past 7 days; the “Ethereum” ETF saw net inflows of 6,105 ETH, with net outflows of 1,915 ETH over the past 7 days.
09:30
Solana Set New Records for Multiple On-Chain Metrics in the Second Quarter, with Active Trading in Tokenized Stocks and Perpetual Contracts
Svmuu News: SolanaFloor has released statistics showing that Solana set all-time highs across multiple metrics in the second quarter of 2026, with spot trading of tokenized stocks, perpetual futures, DApp ecosystem revenue, and on-chain transaction activity all rising simultaneously. The data shows that Solana’s tokenized stock trading volume reached $4.84 billion this quarter, accounting for over 96% of the industry’s market share; total quarterly revenue from ecosystem applications was $257 million, ranking among the top public blockchains for the ninth consecutive quarter. The total number of non-voting transactions on the network was approximately 9.8 billion, while the quarterly notional trading volume of perpetual futures climbed to $183 billion.
Meanwhile, the network’s decentralization saw further optimization, with the Solana Foundation’s share of delegated staking dropping to 4.92%, indicating that the Foundation’s direct influence over the network’s validation layer continues to diminish.

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