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7/4
08:10
Svmuu News: British Prime Minister Starmer and French President Macron issued a joint statement on the 3rd, stating that the two countries will cooperate with Oman to ensure the safety of shipping in its sovereign territorial waters. Iranian Deputy Foreign Minister Gari Babadi responded on the 4th, stating that the Strait of Hormuz is not a venue for military displays by non-regional countries, and that Iran opposes any military actions that could affect the security of the waterway. Ghari Babadi responded on social media, stating that as a guarantor of security in the Strait of Hormuz, Iran will remain highly vigilant regarding relevant military developments. Security in the Strait of Hormuz should be jointly maintained by the coastal states, and any actions that create a crisis will result in the relevant parties bearing the consequences themselves. He also emphasized that the aforementioned warning “is serious.” (Xinhua News Agency)
07:41
Svmuu News: Paolo Ardoino, CEO of Tether, stated that in the current AI industry, large tech companies are expanding their user bases by subsidizing computing power, but this relies on infrastructure expansion driven by high capital expenditures (CAPEX), and the related assets typically depreciate rapidly within 3 to 5 years.
Paolo Ardoino pointed out that this model is creating multiple structural misalignments, including: a mismatch between token prices and real value, a mismatch between profit cycles and capital investment cycles, a mismatch between the cost of capital and debt maturity, and a trend where open-source AI continues to erode revenue potential.
Paolo Ardoino believes that, under the combined weight of these structural pressures, industry risks are mounting, and he asks, “In such a structure, what could go wrong?”
07:30
1. CryptoQuant: Bitcoin The next bull market may require $1 trillion in new capital;
2. South Korean investors are betting on Chinese AI, snapping up $2.8 billion worth of stocks in half a year: A-share stocks such as Northern HuaChuang and Cambricon are being snapped up;
3. The UXLINK hacker swapped $10.54 million in DAI for 6,001 ETH;
4. Big Brother Ma Ji has once again opened long positions in BTC and HYPE;
5. A man who illegally crossed into Myanmar (including Mawaddy) to participate in telecom fraud—luring victims into investing in cryptocurrency—has been sentenced;
6. SK Hynix plans to pay investment banks a 0.5% base underwriting fee for its ADR offering;
7. Micron Japan launches a chip expansion project worth over $9 billion, betting on demand for high-bandwidth memory for AI;
8. Coinbase Bitcoin The premium index has remained in negative territory for 47 consecutive days, setting a new record for the longest streak of negative premiums;
9. Analysts: Active BTC investors are currently facing losses of around 20% on average, and the cyclical correction continues;
10. Local German banks are accelerating their expansion into crypto trading services, with related offerings expected to launch in the coming months.
07:20
Svmuu News: According to on-chain analyst Yu Jin, over the past few days, HYPE has rebounded from $60 and reclaimed the $70 mark.A whale reportedly withdrew 212,500 HYPE (worth $15 million) from Morpho about an hour ago and then transferred the entire amount to Coinbase.
07:18
Svmuu News: According to the latest analysis report from crypto analytics firm Nansen, as of the end of June, nearly 1 million investors had incurred cumulative losses of approximately $3.81 billion from investments in meme coins related to Donald Trump.Nansen’s analysis indicates that the trading mechanism for these tokens allows Donald Trump to profit regardless of price fluctuations, as its revenue primarily comes from transaction fees and ongoing market activity. Furthermore, the social media platform Truth Social has amplified trading volume by repeatedly promoting these tokens.
Data shows that during the 2024 campaign, Donald Trump—once a “crypto skeptic”—shifted toward embracing commercial opportunities in digital assets and co-founded the crypto project World Liberty Financial with his children; the $WLFI token issued by the project has also experienced a significant decline.In addition, the TRUMP token, launched a few days before his inauguration, has been described as a “speculative asset lacking practical utility” and has already experienced a significant correction. (The New York Times)
07:10
Svmuu News: According to monitoring by on-chain analyst Yu Jin, against the backdrop of an ongoing correction in the crypto market, the overall market capitalization of U.S. dollar-pegged stablecoins has fallen by approximately $10 billion from its previous high and currently stands at around $300 billion.Meanwhile, some capital is believed to have flowed into the U.S. stock market, which has demonstrated a stronger wealth effect this year.
The latest quarterly data shows that leading stablecoins have experienced capital outflows to varying degrees:
Tether(USDT): Total supply fell from approximately $189.8 billion to $184.1 billion, with a net outflow of about $5.7 billion
USD Coin (USDC): Total supply fell from approximately $79.6 billion to $73.0 billion, with a net outflow of about $6.6 billion, making it the stablecoin with the largest outflow in this round
Circle, the issuer of USDC, saw its stock price come under pressure, falling from approximately $136 to around $64, as market expectations for its growth have cooled.
In contrast, the stablecoin USD1 recorded net inflows of approximately $500 million during the same period, with its total supply growing from about $4.1 billion to $4.6 billion, making it one of the few assets to grow against the trend. However, this growth is partly believed to rely on interest subsidy incentives from trading platforms—such as campaigns on certain exchanges designed to encourage user holdings and trading activity.
07:09
According to PPP’s prediction market tracking, the League of Legends MSI (Mid-Season Invitational) World Championship has officially begun. On Polymarket, the probability of the event “Will BLG achieve the Golden Path (Grand Slam)?” is currently reported at 21%, up 8% over the past 24 hours. In today’s MSI match, BLG defeated LCK team T1 with a score of 3-2, advancing to the winners’ bracket of the MSI playoffs. Previously, BLG won the 2026 League of Legends Global Pioneers Tournament.
The rules for this event are as follows: if BLG completes the “Golden Path” this year, the event is deemed “Yes.” This means BLG must achieve the feat of winning all major League of Legends esports tournaments within 2026. In other words, the team’s players must win all regional competitions while participating in all three major international tournaments: the Pioneers, MSI, and the World Championship. The source of this information will be official updates on the League of Legends Esports website. However, reliable reports, such as those on Liquipedia, may also be consulted.
The Svmuu Seer channel continuously monitors prediction markets to spot changes before prices are set.
06:44
Svmuu News: Serenity, known as the “White-Haired Stock Guru,” wrote that when she first used ChatGPT in 2023, she thought large language models “performed poorly” in terms of programming capabilities, but three years later, the technology has undergone a qualitative transformation.Modern cybersecurity and AI systems, exemplified by Mythos, have already attained “weapon-class” capabilities. He believes the industry is currently entering a critical “inflection point,” where humanoid robots and automation technologies are approaching the tipping point of large-scale replacement of human labor.
Serenity noted that while there is often skepticism that humanoid robots are currently incapable of performing complex tasks such as plumbing repairs and electrical wiring, the direction of technological evolution is already very clear, and breakthroughs will continue in the coming years.Market participants, including venture capital firms and major tech companies, have already begun adjusting their strategies. Some companies are planning internally to replace a significant portion of their workforce with robots to reduce operating costs, citing previous rumors that Amazon (Amazon) has used robots to cut hundreds of thousands of job openings.
Serenity believes that highly regulated industries such as healthcare, positions requiring extremely specialized skills, and service sectors that rely on human emotional connections may still be somewhat resistant to replacement, but the overall trend continues to point toward a “restructuring of the labor force.”As competition between China and the United States in cutting-edge technology intensifies, humanoid robots and automation may enter a phase of national-level technological competition, and the report suggests that China has already taken the lead in certain areas.
06:31
Svmuu News: The decentralized privacy protocol hinkal has released an update on a security incident, confirming that an attacker, through a series of transactions, withdrew approximately 797,000 USDC from its Ethereum contract and exchanged it for approximately 454 ETH, of which approximately 410 ETH was subsequently transferred to Tornado Cash,while the remaining approximately 44.67 ETH was transferred via THORChain to the Bitcoin network. The team is currently working with an external security team to track the flow of funds.
hinkal stated that the impact of this security incident is limited to the relevant on-chain pools at Ethereum; other on-chain contracts remain unaffected. However, all contracts have been temporarily suspended for repairs and security verification. All affected users will receive full 1:1 compensation, and the specific compensation process and timeline will be announced in future updates.
06:27
Svmuu News Bitcoin Early investor and billionaire Tim Draper has denied recent on-chain rumors regarding the transfer of a large amount of Bitcoin, stating that he “has not moved any BTC assets.”
Previously, blockchain analytics platform Lookonchain, citing data from Arkham, reported that a “wallet potentially linked to Draper” had transferred approximately 1,000 BTC—worth about $62 million—to Coinbase Prime, sparking market attention.The Arkham platform had labeled the relevant address as “Tim Draper?” and noted that the wallet had a long history of interactions with Coinbase Prime; however, this label was based on AI speculation with limited confidence, and the true ownership could not yet be confirmed.
Tim Draper stated that the claims were untrue and reiterated his long-term view: Bitcoin will reach a target price of $250,000 within a year. Records show that Draper purchased nearly 30,000 BTC at an auction in 2014 for approximately $18.7 million, at an average price of about $632 per coin; these holdings are now worth approximately $1.9 billion, making him one of the earliest well-known institutional investors in Bitcoin.
Meanwhile, Draper has repeatedly reaffirmed his $250,000 price target since 2018, but the timeline has been consistently pushed back, while Bitcoin’s recent high was approximately $126,080 (October 2025).The market remains clearly divided on the direction of the price going forward. (Cointelegraph)
06:25
Svmuu News: According to Onchain Lens, a wallet associated with the USDH deployer deposited 212,498 HYPE tokens, worth $15.07 million, into Coinbase.
05:34
Svmuu News: Germany’s financial system is experiencing rapid expansion in crypto asset services. Several local financial institutions, including cooperative banks and savings banks, are planning to launch cryptocurrency trading services for retail customers, allowing users to buy and sell virtual assets directly without having to go through third-party trading platforms. These banks, which have long served local households and businesses, are gradually integrating cryptocurrency trading capabilities into their existing retail banking systems. Related services are expected to roll out in the coming months, reaching millions of potential users.
Analysts believe this trend indicates that Germany’s traditional banking system is accelerating its embrace of the digital asset market within the regulatory framework, which may further drive the penetration of cryptocurrencies into Europe’s mainstream financial system. (Bloomberg)
05:32
Svmuu News: CryptoQuant analyst Darkfost stated on X that active Bitcoin investors are currently experiencing an overall unrealized loss of about 20%, and market sentiment is in a “de-valuation” phase, though it has not yet reached the level of severe pressure seen during historical bear markets.
Darkfost pointed out that the True Market Mean (TMM) currently stands at approximately $76,700. This metric reflects the average cost basis of actively circulating BTC (excluding long-dormant, potentially lost, or illiquid supply).Historically, this level served as a significant resistance zone in May, prompting some investors to exit the market with no loss or only a small loss. Meanwhile, the AVIV ratio (Active Value to Investor Value) currently stands at approximately 0.8, indicating that active investors are, on average, down about 20% from their cost basis.By comparison, during historical bear markets, this metric typically drops to 0.5–0.6, corresponding to a deeper pullback of approximately 40%–50%.
Analysts believe that the inflow of institutional funds and ETFs during this cycle has not altered the cyclical nature of the “Bitcoin”; the market continues to operate according to its own structure. Although significant pressure to de-value has emerged, a rebound may be triggered without necessarily falling to the extreme levels seen in historical bear markets; overall, a cautious assessment of cyclical fluctuations remains necessary.
05:21
Svmuu News: According to Coinglass data, the Coinbase Bitcoin Premium Index has remained in negative territory for 47 consecutive days (since May 19), with the latest reading at -0.1007%.This index measures the deviation of BTC prices on Coinbase (a major U.S. compliant platform) from the global average price. A sustained negative value indicates heavy selling pressure in the U.S. market, a decline in risk appetite, capital outflows, or rising risk aversion. Historical data shows that prolonged negative premiums are often accompanied by the exit of U.S. institutional capital, so investors should be wary of short-term correction pressure.
Previously, the index remained in negative territory for 40 consecutive days from January 16 to February 24 of this year, setting the longest streak of negative readings since the indicator’s launch and surpassing the approximately 30-day streak recorded during the “1011 crash.”
05:12
Svmuu News Micron officially broke ground on Saturday in Higashi-Hiroshima City, Hiroshima Prefecture, Japan, for its factory expansion project. The project, with a total investment of approximately 1.5 trillion yen (about $9.3 billion), is aimed at producing advanced memory chips for the AI era.
According to reports, the new production lines will focus on manufacturing key chips such as High Bandwidth Memory (HBM), which are core components supporting the performance of AI processors from companies like Nvidia. Shipments of these chips are expected to begin as early as the summer of 2028.
Japan’s Ministry of Economy, Trade and Industry has provided up to 500 billion yen in subsidies for the project to strengthen domestic semiconductor manufacturing capabilities and enhance supply chain resilience.
This expansion project is seen as a significant step for Japan in strengthening its semiconductor manufacturing footprint amid global competition in AI chips. (Bloomberg)
05:11
Svmuu News: SK Hynix is moving forward with its plan to issue American Depositary Receipts (ADRs) in the U.S., a transaction that is expected to rank among the largest stock offerings in global history. According to details of the transaction negotiations, SK Hynix plans to pay underwriting banks a base underwriting fee of 0.5% of the total proceeds raised; Additionally, the company may pay the investment banks discretionary performance-based bonuses on top of the base fee.
SK Hynix previously disclosed that the proposed offering would not exceed 2.5% of the company’s total issued shares, but the final fundraising amount has not yet been finalized, and the total underwriting fees will vary depending on the size of the offering. (Bloomberg)
05:04
Svmuu News: The Baoshan District Procuratorate in Shanghai yesterday announced a case in which the defendant, Huang, illegally crossed the border to participate in telecommunications fraud, inducing victims to invest in cryptocurrency. After the Mawaddy Park in Myanmar was shut down, he continued to participate in “pig butchering” scams, Using AI face-swapping and foreign models to communicate, he gained victims’ trust and guided them into cryptocurrency investments. Team leaders would then take over, tricking victims into registering on fake websites, depositing funds, and investing. Ultimately, the court sentenced him to two years and six months in prison for fraud and imposed a fine of 30,000 RMB. (CCTV News)
04:45
Svmuu News: According to Hyperbot data, Huang Licheng, also known as “Big Brother Maji,” has just opened new long positions in BTC and HYPE. His total position is currently valued at approximately $570,000, with a return on investment of 125%. The specific positions are as follows:
1. 25x leverage long position on Ethereum: 6,100.0000 ETH, with a current average entry price of $1,668;
2. 40x leverage Bitcoin long position: 9.00000 BTC, with a current average entry price of $62,519;
3. 10x leverage HYPE long position: 2,100.00 HYPE, with a current average entry price of $71.
04:32
Svmuu News: According to Onchain Lens, the UXLINK hacker exchanged $10.54 million worth of DAI for 6,001 ETH at an average price of $1,757, and then transferred the funds to Tornado Cash.
04:12
Svmuu News: CryptoQuant data shows that Bitcoins have exhibited a clear pattern of “diminishing returns on capital” across historical bull and bear cycles; as the asset base expands, the price increase generated per unit of new capital continues to decline:
In the 2011 cycle, approximately $2.8 billion in net inflows drove Bitcoin up by about 55,000%;
In the 2015 cycle, approximately $69 billion in net inflows corresponded to a price increase of about 10,000%;
In the 2018 cycle, approximately $365 billion in net inflows corresponded to a price increase of about 2,000%;
The current cycle, which began in 2022, has attracted approximately $697 billion in capital, but the price increase has been about 689%.
The data is based on “Realized Capitalization,” which is calculated using the last transaction price of each coin and is used to approximate the actual scale of capital inflows.Ki Young Ju, founder of CryptoQuant, stated that for Bitcoin to experience another parabolic rally, it may require more than $1 trillion in new capital inflows to further solidify its status as a macro asset—rather than merely an ETF-driven trading asset.
Ki Young Ju also pointed out that the U.S. spot Bitcoin ETF has recently experienced net outflows, and structural market demand remains in a transition phase. Analysts believe this trend reflects a natural decline in the marginal returns of Bitcoins as their market capitalization expands; unless there is significant institutional capital inflows, it will be difficult for high-multiple growth to replicate the performance seen in earlier cycles. (CoinDesk)

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