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7/5
10:26
Svmuu News: Data released on the 5th by the U.S.-led Combined Maritime Information Center shows that during the 72-hour period from July 2 to July 4, a total of 70 merchant ships passed through the Strait of Hormuz under U.S. escort, which is below the pre-conflict daily average of 138 ships. The announcement indicated that the daily number of vessels escorted by the U.S. continued to decline, with 33 on July 2, 29 on July 3, and 18 on July 4.
There are currently two shipping lanes in the Strait of Hormuz: the southern lane near Oman and the northern lane controlled by Iran. The announcement rated the threat level for the entire Strait of Hormuz as “high” and noted that the risk of mines remains in the strait’s waters, with mine-sweeping and survey operations currently underway throughout the area; Interference with global navigation satellite systems has become routine throughout the strait and will continue to pose a threat to the safety of vessel navigation.
09:58
Svmuu News: On-chain analyst Yu Jin posted on X, stating that Bitget’s recent net capital inflows ranked among the top three among centralized exchanges (CEXs) across all three statistical periods: 24 hours, 7 days, and 30 days. Specifically, its 24-hour net inflow was $17.12 million, ranking third; 7-day net inflows of $743 million, ranking first; and 30-day net inflows of $397 million, ranking second. He noted that Bitget has not recently conducted any large-scale stablecoin investment activities, and with overall market activity in the crypto sector remaining low, the increase may stem from the recently launched rToken stock tokens and direct access to U.S. stocks.
09:10
Svmuu News: According to GMGN market data, the market cap of TCC, a meme coin on the BSC chain, briefly surpassed $18 million and is currently trading at $15.12 million, marking an intraday surge of more than 200 times.
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 risks involved.
09:03
Svmuu News: The prediction market industry, represented by Kalshi, is facing legal disputes in multiple U.S. states and is arguing in a series of hearings this week that state regulators should not have jurisdiction over the matter. Legal disputes are continuing in Nevada and Michigan, while oral arguments are underway in Minnesota; the cases may also be appealed to the U.S. Supreme Court. Meanwhile, North Carolina is moving closer to imposing a state tax on prediction market revenues. (CoinDesk).
08:53
According to PPP’s prediction market monitoring, a new event titled “Will the U.S. government revoke public access to another major AI model?” has been listed on Polymarket, with the probability currently reported at 33%.
The settlement rules are as follows: If, by the end of 2026, the U.S. federal government passes relevant legislation, issues an executive order, implements export controls, or takes any other measures that substantially restrict the U.S. public’s access to a major AI model, the outcome of this market will be determined as “Yes.” Otherwise, the outcome will be determined as “No.” “Qualifying actions” refer to formal measures taken by the U.S. government that have the effect of completely prohibiting public access to a specific AI model within the United States. Furthermore, the settlement rules emphasize that regardless of the true purpose or stated objective of the action, if an action effectively prevents the public from accessing the model within the United States—such as prohibiting the provision of the model to foreign citizens or governments—it meets the eligibility criteria as long as the general public cannot access the model through normal channels within the United States. Simply excluding access to the model through a single channel is insufficient. Removals that do not result from any formal action by the U.S. government and that fall within the scope of general public access do not meet the eligibility criteria.
“Mainstream AI models” refer to flagship, general-purpose large language models or multimodal foundation models developed by one of the following companies: OpenAI, Anthropic, Google (including Google DeepMind), Meta, xAI, Microsoft, Amazon, Mistral AI, DeepSeek, Alibaba, ByteDance, Moonshot AI, and Zhipu AI (Z.ai). Models designed for specific tasks, or those that are obsolete or used solely for research or preview purposes, do not meet this criterion.
The action may target a single model or a group of models, provided that at least one significant AI model is thereby prohibited from public access throughout the United States. A temporary ban on public access to a model satisfies this condition. However, if an action has been implemented or a related resolution has been issued, but the public still has access to the model before the resolution takes effect, then that action does not meet this criterion.
The market’s information sources include official information and announcements from the U.S. government and relevant AI companies. However, reliable reports may also be referenced to form a consensus.
The Svmuu Seer channel continuously monitors prediction markets to spot changes before they are priced in.
08:29
Svmuu News: According to on-chain analyst Yu Jin, one hour ago, the Ethereum Foundation disbursed 2,469 stETH—worth $4.34 million—as part of its fourth-year grant to Argot, a non-profit development organization (Ethereum).
Last July, the Ethereum Foundation provided Argot with 7,000 ETH in three-year operational funding. After receiving the funds, Argot sold 4,826.6 ETH at an average price of $3,194, converting them into 15.417 million USDC.Next July, the Ethereum Foundation will disburse the final installment of the fifth-year grant to Argot, amounting to 2,469 stETH.
08:22
Svmuu News: According to Onchain Lens, a certain address spent $436.76 to purchase CZ, which is currently worth $211,200—a 490-fold return—and still holds all 3.2 million CZ.
08:19
Svmuu News: The Kobeissi Letter posted on X, citing a Bloomberg report, stating, “U.S. tech companies have committed to spending a record $850 billion on data center leases over the next few years, representing a year-over-year increase of $570 billion (a 204% rise) and a quarter-over-quarter increase of $200 billion (a 31% rise).
It is reported that Meta added $79 billion in new commitments in the first quarter of 2026, a 76% increase from the previous quarter, bringing its total commitments to approximately $183 billion.Microsoft (Microsoft) added $41 billion in new commitments during the same period, a 26% increase from the previous quarter, bringing its total commitments to approximately $197 billion. Oracle leads with total commitments of approximately $250 billion and has secured multiple key sites to fulfill its contract with OpenAI.”
08:13
Svmuu News: According to monitoring by Galaxy’s research director, more tokens associated with Noah Doe have been transferred on-chain. These tokens had been dormant for nearly 15 years, and the pace of on-chain transfers of dormant tokens claimed by Noah Doe is accelerating month by month.
08:07
Svmuu News Bitcoin Michael Saylor, founder and executive chairman of Strategy, a treasury management firm, has once again posted information related to the Bitcoin Tracker, accompanied by the caption “Bitcoin is Digital Energy.”
Based on past patterns, Strategy typically discloses information about its increased holdings of Bitcoin the day after such news is released.
08:02
Svmuu News: LinqAlpha announced the completion of a $22 million Series A funding round, led by AVP, Atinum Investment, and GFT Ventures, with participation from Mirae Asset Venture Investment, Hana Ventures, and Shinhan Venture Investment, among others.
To date, the company has raised a total of $28.6 million. LinqAlpha’s core business is providing institutional investors with an AI-powered market intelligence platform that uses dedicated AI agents to help investment teams process complex market information. The new funding will be used to enhance market data integration and expand application scenarios across equities, macro, credit, and multi-asset investment strategies.
08:01
Svmuu News: The Kobeissi Letter posted on X, stating that leverage levels in South Korean chip stocks have reached uncontrollably high levels.The total assets of single-stock leveraged and inverse ETFs tracking SK Hynix amount to approximately $19 billion, more than four times the stock’s average daily trading volume of about $4.5 billion this year.Assets in Samsung-related leveraged ETFs total approximately $12.4 billion, which is 176% higher than the stock’s average daily trading volume of about $4.5 billion.
In addition, the Hong Kong-listed 2x leveraged long SK Hynix ETF has assets of approximately $13 billion, roughly twice SK Hynix’s average daily trading volume—the widest gap among all major stocks tracked by leveraged ETFs.By comparison, the Micron (MU) leveraged ETF has assets of approximately $9.9 billion, far below its average daily trading volume of about $27.5 billion; the Tesla and NVIDIA have assets of approximately $6 billion and $5.6 billion, respectively, both significantly lower than their average daily trading volumes of approximately $23.6 billion and $28.8 billion.
Total Madness? Total assets of leveraged ETFs tracking South Korean chip stocks reach $31.4 billion, with the size of SK Hynix-related products exceeding four times its average daily trading volume.
07:56
Svmuu News: predict.fun has launched a new prediction event titled “CZ Token’s Highest FDV by September.” Data shows that the probability of the token’s market cap exceeding $100 million is currently 76%, while the probability of it exceeding $150 million is 56%.
According to GMGN market data, the market cap of the BSC-based meme coin CZ briefly surpassed $80 million, peaking at $88.6 million, with an intraday gain of over 400 times.
07:39
Svmuu News: According to Onchain Lens monitoring, “Big Brother Maji” holds a 25x long position in ETH worth 9,000 ETH, approximately $15.84 million, with an unrealized profit of $353,250 and a ROE of 55.74%; The opening price was $1,721.04, the market price is $1,760.30, and the liquidation price is $1,731.95; the marked price is $28.35 higher than the liquidation price.
07:29
1. A trader bought the BSC meme coin CZ and, in less than two days, realized an unrealized profit of over $270,000, for a return of 357 times the initial investment;
2. “The White-Haired Stock Guru” Serenity: Leaked documents indicate Anthropic may be planning to secure 1.4 GW of data center capacity in Australia;
3. Michael Saylor: Strong consensus is Bitcoin’s immune system; protocol changes require overwhelming unanimity;
4. South Korea plans to establish a “Future Fund” using tax revenues from the semiconductor industry;
5. Paul Chan: Over 70% of global offshore RMB payments and settlements are processed through Hong Kong
6. Coinbase Bitcoin The premium index has remained in negative territory for 48 consecutive days, setting a new record for the longest streak of negative premiums;
7. Barstool Sports founder: After buying nearly $100,000 worth of Bitcoin, he will hold the tokens until their price reaches $0;
8. Darkfost: Memecoins’ share of the total altcoin market cap has fallen to 3.7%, hitting a three-year low.
07:22
Svmuu News: In response to community users’ analysis suggesting that Polymarket might launch the POLY token in the fourth quarter of this year (or in 2028), Greg, a former Polymarket team member, stated, “The POLY token will not be launched in the near future; it may be a long time coming.” In addition, Greg stated that Polymarket’s early hype surrounding the token was purely a marketing ploy, though he has since deleted the tweet in which he referred to it as “marketing.”
07:21
Svmuu News: According to on-chain analyst Ai, Solana’s number of active addresses over the past 7 days increased by 38% year-over-year to 31.38 million, ranking first among public blockchains; the number of transactions grew by 9.8%, and transaction fees rose by 38%. Today, buzz surrounding BSC memes has surged following a response from CZ.
07:19
Svmuu News: Jeff, the founder of Hyperliquid, posted on X, stating, “VALR, Africa’s largest cryptocurrency exchange, will directly leverage Hyperliquid’s on-chain liquidity to power its core perpetual contracts product. This is a major milestone that will redefine how the next generation of financial applications are built.
The breakthrough of cloud computing is that any startup can quickly test its ideas, confident that the infrastructure will scale as the business grows. As the world’s most liquid marketplace for assets like BTC, Hyperliquid will play a similar role in the global economy. By leveraging the deepest on-chain liquidity, builders can shift their focus to their products and users. Heartfelt congratulations to the VALR team. We are honored that they have chosen to build on Hyperliquid. We look forward to scaling together!”
07:01
Svmuu News: Hong Kong Financial Secretary Paul Chan published a column stating that he will continue to promote the internationalization of the renminbi and financial market connectivity to further consolidate Hong Kong’s position as a global offshore renminbi hub.
Data shows that currently, more than 70% of global offshore renminbi payments and settlements are processed through Hong Kong; the volume of RMB interbank settlements within the local banking system has exceeded 41 trillion RMB, equivalent to approximately 2 trillion RMB per day. With the assistance of the People’s Bank of China, the Hong Kong Monetary Authority has introduced a RMB funding arrangement mechanism to reduce banks’ costs of accessing RMB funds, thereby supporting trade financing and corporate operational needs; several banks have already expanded their related businesses under this arrangement.
07:00
Svmuu News: According to GMGN market data, the market cap of CZ, a meme coin on the BSC chain, has surpassed $80 million, peaking at $88.6 million, with an intraday gain of over 390 times.
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 risks involved.

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