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7/5
19:50
The tokenized equity sector recorded a monthly transaction volume of $8.47 billion, with Securitize leading the way with $270.6 million in on-chain equity holdings.
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
SemiAnalysis: NVIDIA Kyber NVL144 Delayed by Over 12 Months; Release Date Pushed Back to 2028
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
Donald Trump Will meet with Zelenskyy and Syrian President Shara during the NATO summit
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
The Clarity Act was not signed into law on July 4; August 7 is now a key deadline.
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
Bitcoin Long-term holders control 78% of the circulating supply
Svmuu News: According to Bitcoin News, Bitcoin's long-term holders currently control 78% of its circulating supply.
19:13
Paradis Labs: Agility Plans to Go Public via CCXI SPAC in the Fourth Quarter, Raising Approximately $640 Million in Private Placement Funding
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
ETH has surpassed 1,800 USDT, with a 24-hour gain of 0.76%
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
BTC breaks through 63,000 USDT; 24-hour decline narrows to 0.65%
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%.
11:47
Jamf: Fake "Maccy" Clipboard App Spreads New Mac Password-Stealing Malware Called PamStealer
Svmuu News: Jamf Threat Labs reports that Mac users searching for the open-source clipboard manager Maccy are being targeted by a fake version of the app, which installs PamStealer—a new Rust-based information-stealing malware—capable of stealing user passwords and encrypted wallet keys. The malware distributes disk images containing the malicious AppleScript file `Maccy.scpt` via lookalike websites and steals credentials after verifying the victim’s login password through macOS Pluggable Authentication Modules. Jamf also noted that ClickFix-style malware has been detected spreading via X-sponsored ads. These ads promote DynamicLake and redirect users to dynamicmacisland[.]com, tricking them into opening Terminal and executing installation commands; payload analysis reveals it to be a recent variant of Atomic MacSync Stealer. (Decrypt).
11:34
A trader opened a 15x leveraged short position on $2.39 million worth of BTC and incurred a lifetime loss of $389,700.
Svmuu News: According to Onchain Lens, a trader has deposited $171,780 over the past 21 hours, the most recent of which was a $50,000 deposit made approximately 50 minutes ago. The trader then opened a 15x leveraged BTC short position on HyperliquidX, with a position size of 38.08 BTC, valued at $2.39 million; The entry price was $62,720, the mark price was $62,790, and the liquidation price was $66,000; the floating P&L showed a loss of $2,760, with a ROE of -1.73%; the lifetime P&L showed a loss of $389,700.
11:15
Trading volume on Polymarket’s World Cup winner prediction market has surpassed $3.9 billion, with France’s odds of winning rising to 35.1%
Svmuu News: According to Polymarket data, the cumulative trading volume in the 2026 World Cup winner prediction market has surpassed $3.9 billion. Among the contenders, France’s probability of winning has risen to 35.1%, corresponding to a trading volume of over $94.5 million; Argentina ranks second at 16.8%, with related trading volume reaching $99.99 million; Spain ranks third at 12.3%.
10:59
Speaker of the Iranian Parliament: Reaching a Consensus with the U.S. Is Possible
Svmuu News: Iranian Parliament Speaker Kalibaf stated that Iran believes it is possible to reach a consensus with the United States despite the difficulties.
10:45
Smart money is collectively betting that Mexico will not win in regulation time; the top holding addresses have collectively made a profit of $20.3 million.
Pre-event position data from the PPP prediction market tool shows that in the Polymarket prediction event “World Cup Round of 16: Mexico vs. England,” multiple profitable addresses bet that Mexico would not win in regulation time in the market regarding whether Mexico would emerge victorious.
The total profits for the top five addresses were $360,000, $350,000, $2.3 million, $650,000, and $16.7 million, respectively.
The Svmuu Seer channel continuously monitors prediction markets to spot changes before prices are set.
10:42
Data: Robinhood Earn's TVL has now reached $16 million, with an APY of 7.1%
Svmuu News: Tom Wan, Head of Data at Entropy Advisors and former analyst at 21.co, posted on X that the Robinhood Earn treasury managed by Steakhouse Financial on Morpho has now reached a TVL of $16 million, with an APY of 7.1%, of which 1.7% comes from the protocol’s own earnings and 5.4% from incentive subsidies.
Tom Wan noted that Robinhood allocates an annual USDG incentive budget of $115 million to this vault. Based on the current incentive rate of approximately 5%, this could theoretically support approximately $2 billion in deposits, corresponding to a TVL potential of $1.5 billion to $2.5 billion.
10:40
On Polymarket, the probability of “LeBron James joining the Cavaliers” has risen sharply to 58%, up 19% over the past 24 hours.
According to PPP’s prediction market monitoring, in the multiple-choice prediction event on Polymarket titled “Which team will LeBron James play for next season?”, the probability of him joining the Cleveland Cavaliers has risen sharply to 58%, a 19% increase over the past 24 hours, while the probability of him joining the Philadelphia 76ers has dropped to 7%, a 12% decline over the same period.
According to a photo posted by ESPN Cleveland, LeBron James gathered with his high school teammates on the evening of July 4 (local time), but Cleveland Cavaliers assistant general manager Brandon Weems was also seen in the photo. Additionally, according to renowned sports reporter Marc Stein, the likelihood of LeBron James reuniting with the Cleveland Cavaliers for a second time is rapidly increasing.
The Svmuu Seer channel continuously monitors prediction markets, spotting changes before they are priced in.
10:34
Lenovo Ships Its First Globally Available Laptops Equipped with SSDs Manufactured by YMTC
Svmuu News: Citrini analyst jukan posted on X, stating that according to Notebookcheck’s new review of the ThinkBook 14 G9, Chinese PC manufacturer Lenovo has begun shipping laptops with global configurations featuring SSDs manufactured by YMTC for the first time.
10:26
Over the past three days, the U.S. has escorted only 70 merchant ships through the Strait of Hormuz, down from the pre-conflict daily average of 138.
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
Bitget saw a net inflow of $743 million on the 7th, which may be related to the launch of rToken and U.S. stock trading features
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
The market cap of TCC, a meme coin on the BSC chain, briefly surpassed $18 million, surging more than 200-fold intraday.
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
Kalshi and others predict that prediction markets will face legal challenges in several U.S. states, with North Carolina moving closer to imposing a tax
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).

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