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7/6
01:33
Svmuu News: JPMorgan Chase released a report stating that the uncertainties surrounding Tencent’s (00700.HK) WeChat AI Agent lie in whether it can truly integrate into the WeChat platform, the extent of its transaction permissions, and whether Tencent can build a supply system accessible to the AI Agent without relying on inventory from existing e-commerce platforms.As Tencent began beta testing the WeChat AI Agent in June, the firm’s confidence in its value creation framework has increased significantly.
The Agent service is now sufficiently visible to clearly distinguish between what already exists and what still needs to be developed. This transforms the WeChat AI Agent from an optional AI feature with no clear timeline into a phased rollout project with observable milestones.The firm believes that the initial impact of the WeChat AI Agent launch on the stock price is more likely to stem from a reduction in the risk premium and an increase in valuation multiples, rather than short-term earnings per share growth. It assigns Tencent an “Overweight” rating with a target price of HK$690. (Jin Shi)
01:33
Svmuu News: Citrini analyst jukan posted on X, stating that according to South Korean media reports, Samsung Foundry achieved a monthly profit in June—its first since 2023. With the return to profitability in June, Samsung is reportedly increasingly confident that it will turn a profit starting in the third quarter. The production of HBM4 base dies using Samsung’s 4-nanometer process is seen as a key factor driving this turnaround, and improved yield rates are also considered a major factor supporting the return to monthly profitability.
Industry sources estimate that the yield rate for Samsung’s 4-nanometer process has risen to approximately 80%.
01:30
1. Earning more in one year than in the past 40 years, Samsung’s operating profit is estimated at approximately $200 billion this year;
2. The MK4 5x leveraged LIT long position has generated a profit of $6.7 million, with the current position valued at $13 million;
3. A South Korean lawmaker warned that the KOSPI index “has become a casino” and called for the delisting of leveraged ETFs;
4. Ansem: BullpenFi is a one-stop trading platform he co-founded;
5. The founder of Lighter has become a member of the CFTC’s Innovation Advisory Committee;
6. South Korea’s IPO market is cooling off, with investors flocking to Samsung Electronics and SK Hynix;
7. A certain address holds $16.09 million worth of 3x leveraged Hynix and 4x leveraged Micron long positions, currently showing an unrealized loss of $590,000;
8. With an unrealized profit of over $330,000, a newly created wallet has gone long on 1.62 million LIT with 2x leverage.
01:21
Svmuu News: According to official reports, the Web3 trading platform AlphAi has announced an upgrade to its Polymarket-compatible prediction market experience, further integrating prediction markets into the platform’s trading ecosystem.
This upgrade introduces AI analysis, real-time market signals, structured navigation, and crypto market categorization. On supported prediction market pages, users can view AI-driven analysis, social updates, “Smart Money” activity, and real-time event markers to better understand the information flow, capital movements, and event developments driving shifts in market probabilities.
AlphAi stated that prediction markets are evolving from simple access to odds toward a smarter, event-driven trading experience. The platform will continue to build trading discovery and access points for Web3 users centered around memes, prediction markets, crypto events, and other emerging trading scenarios.
AlphAi Upgrades to Support Polymarket-Compatible Prediction Market Experience, Adding AI Analytics and Real-Time Signals
01:17
Svmuu News: According to official announcements, Gate’s Futures & Stocks section will launch TTWO (Take-Two Interactive Software), KSTR (Invesco Ark SSE STAR Market 50 Index ETF), BSP (Wanshao Technology), CAT (Caterpillar), WEN (Wendy’s), and BAC (Bank of America) for perpetual contract trading (USDT-settled), with leverage ranging from 1x to 20x.
01:16
Svmuu News: The yield on 10-year Japanese government bonds rose to 2.815%, the highest level since 1996.
00:46
Svmuu News: Crypto influencer Ansem stated on X that BullpenFi is a one-stop trading platform he co-founded. The platform supports trading of Solana-based meme coins, Hyperliquid perpetual contracts, Polymarket prediction markets, and stocks, and allows users to trade in U.S. dollars via wire transfer, ACH, or cryptocurrency. Users can complete registration with a single click.
00:29
Svmuu News: Concerns among South Korean lawmakers over the risks of single-stock leveraged ETFs are growing, with one opposition lawmaker calling for the delisting of such products. On Monday, Ahn Cheol-soo, a lawmaker from the conservative People Power Party and former presidential candidate, posted on social media calling for strong corrective measures—including delisting—against South Korean leveraged ETFs that track Samsung Electronics and SK Hynix.
He wrote that the Korea Composite Stock Price Index (KOSPI) “has become a casino,” and that such products are “a complete policy failure, eroding trillions of won in corporate value and national wealth every day.” His remarks have heightened concerns among policymakers and investors about the risks posed by these ETFs. Designed to deliver twice the return of the underlying stocks, these products’ automated rebalancing process forces them to buy more when prices rise and sell more when they fall, potentially amplifying market volatility. (Jin Shi)
00:09
According to monitoring by the Svmuu Seer Prophecy Channel, in the “World Cup Round of 16: Portugal vs. Spain” prediction event on predict.fun, the probability of a Portugal victory is currently reported at 24%; the probability of a draw is currently reported at 27%; and the probability of a Spain victory is currently reported at 51%. This market refers only to the match result within the first 90 minutes of regular playing time (including injury time).
At 3:00 a.m. Beijing time tomorrow, Portugal will face Spain in the World Cup Round of 16. Although Portugal boasts several key offensive players such as Cristiano Ronaldo, Bruno Fernandes, and Rafael Leão, the team did not have an easy time against Croatia in the previous round. Their attacks were repeatedly thwarted by offside calls during regulation time, and they found themselves on the back foot for much of the match.
In contrast, Spain has shown greater overall consistency in this World Cup, demonstrating a more systematic approach to possession, pressing, and wing play. Against a team like Portugal—which relies on the individual abilities of its star players to break through—Spain still has a better chance of winning within 90 minutes if they can maintain control of the midfield tempo and limit the opponent’s counterattacking opportunities.
Svmuu Seer continues to monitor prediction markets, spotting changes before prices are set.
00:02
Svmuu News: According to Onchain Lens monitoring, MK4 (@mk4_lul, 0x773... bf66), following LIT’s 52% rise over the past week, his 5x leveraged long position in LIT is currently showing a profit of $6.7 million, with a position value of $13 million and a historical total profit of $173.68 million.
7/5
23:44
Svmuu News: According to SoSoValue data, the HYPE spot ETF saw net inflows of $4.32 million during this week’s trading days (June 28 through July 2, Eastern Time).
According to SoSoValue data, the HYPE spot ETF with the highest net inflows this week was the Bitwise ETF BHYP, with weekly net inflows of $7.3262 million; BHYP’s total historical net inflows now stand at $124 million.
The HYPE spot ETF with the largest net outflow this week was the 21Shares ETF (THYP), with a weekly net outflow of $3.0105 million; THYP’s total historical net inflows now stand at $56.99 million.
As of press time, the total net asset value of HYPE spot ETFs stood at $336 million, with the ETF net asset ratio (market capitalization as a percentage of HYPE’s total market capitalization) reaching 2.28%; cumulative historical net inflows have reached $298 million.
HYPE Spot ETF Saw Net Inflows of $4.3157 Million This Week
23:44
Svmuu News: According to data from SoSoValue, XRP spot ETFs saw net inflows of $17.19 million during this week’s trading days (June 28 through July 2, Eastern Time).
The XRP spot ETF with the highest net inflows this week was the Bitwise ETF XRP, with weekly net inflows of $7.919 million; its total historical net inflows now stand at $501 million. Next was the Canary ETF XRPC, with weekly net inflows of $6.3886 million; its total historical net inflows now stand at $467 million.
As of press time, the total net asset value of XRP spot ETFs stood at $988 million, with the ETF net asset ratio (market value as a percentage of XRP’s total market capitalization) reaching 1.47%; cumulative historical net inflows have reached $1.49 billion.
The XRP spot ETF saw net inflows of $17.19 million this week
23:43
Svmuu News: According to SoSoValue data, SOL spot ETFs saw net inflows of $5.7467 million during this week’s trading days (June 28 through July 2, Eastern Time).
The SOL spot ETF with the highest net inflows this week was the Bitwise ETF (BSOL), with weekly net inflows of $8.3244 million; BSOL’s total historical net inflows now stand at $898 million. Next was the Fidelity ETF (FSOL), with weekly net inflows of $892,100; FSOL’s total historical net inflows now stand at $194 million.
The SOL spot ETF with the largest net outflow this week was the Grayscale SOL Trust (GSOL), with a weekly net outflow of $3.4699 million; GSOL’s total historical net inflows now stand at $110 million.
As of press time, the total net asset value of SOL spot ETFs stood at $936 million, with the ETF net asset ratio (market value as a percentage of SOL’s total market capitalization) reaching 1.99%; cumulative historical net inflows have reached $1.14 billion.
The SOL spot ETF saw net inflows of $5.7467 million this week
23:42
Svmuu News: According to SoSoValue data, Ethereum spot ETFs saw net outflows of $13.67 million during this week’s trading days (June 29 through July 3, Eastern Time).
The Ethereum spot ETF with the largest net outflow this week was the BlackRock (BlackRock) ETF (ETHB), with a weekly net outflow of $39,216,000; ETHB’s total historical net inflows now stand at $519 million.Next was Grayscale’s Ethereum Mini Trust ETH, with weekly net outflows of $24,179,700; ETH’s total historical net inflows now stand at $1.810 billion.
The spot ETF with the highest net inflows this week Ethereum was the BlackRock (BlackRock) ETF (ETHA), with weekly net inflows of $44,650,400; ETHA’s total historical net inflows now stand at $11,120,000,000.
As of press time, the total net asset value of the Ethereum spot ETF stood at $9.020 billion, with the ETF’s net asset ratio (its market value as a percentage of the total market cap of Ethereum) reaching 4.38%; its cumulative historical net inflows have reached $10.890 billion.
Ethereum Spot ETFs saw net outflows of $13.67 million this week, marking the eighth consecutive week of net outflows.
23:41
Svmuu News: According to SoSoValue data, the Bitcoin spot ETF saw net outflows of $527 million during this week’s trading days (June 29 through July 2, Eastern Time).
The spot ETF with the largest net outflow this week was the Bitcoin ETF, BlackRock (BlackRock) ETF (IBIT), with a weekly net outflow of $773 million; IBIT’s total historical net inflows now stand at $59.99 billion.Next was the Grayscale Bitcoin Trust (GBTC), with weekly net outflows of $27.6866 million; GBTC’s total historical net outflows now stand at $27.170 billion.
The Bitcoin spot ETF with the highest net inflows this week was the Ark & 21 Shares ETF (ARKB), with weekly net inflows of $102 million; ARKB’s total historical net inflows now stand at $1.26 billion.
As of press time, the total net asset value of the Bitcoin spot ETF stood at $74.37 billion, with the ETF’s net asset ratio (market value as a percentage of the total market cap of the Bitcoin) reaching 6.02%; its cumulative historical net inflows have reached $51.08 billion.
23:38
Svmuu News: According to Lookonchain’s monitoring, a certain address lost $11.6 million betting on the World Cup over a 10-day period. The user placed a total of 15 bets, losing 11 of them—a win rate of just 26.7%—with the largest single loss amounting to nearly $5 million.
23:27
Svmuu News Goldman Sachs forecasts that, due to the U.S.-Japan interest rate differential, the yen will fall to 165 per U.S. dollar within a year—a further downward revision from its previous forecast of 155—making it one of the institutions most bearish on the yen.Strategist Fishman noted that downward pressure on the yen stems from Japan’s fiscal strains, elevated U.S. Treasury yields, and Bank of Japan (BOJ) a slow pace of interest rate hikes, even though the yen is already severely undervalued. Positioning in the market supports further yen weakness.
Data shows that hedge funds’ bearish bets on the yen reached a high not seen since 2017 last month, and the market estimates the probability of USD/JPY rising to 165 by June of next year at approximately 72%. Goldman Sachs is also bullish on carry trades using the yen as a funding currency—that is, borrowing yen to invest in high-yielding assets.The bank forecasts USD/JPY at 162 in three months and 163 in six months (up from 160 and 158, respectively), and believes that the effects of official intervention will be short-lived, while the underlying causes of the yen’s weakness remain. (Jin Shi)
23:14
Svmuu News: According to South Korean media reports, Samsung Electronics and SK Hynix are reevaluating the timeline for adopting hybrid bonding technology in next-generation High Bandwidth Memory (HBM). As the demand for reduced thickness and improved thermal performance in HBM has declined, the market anticipates that the introduction of this technology may be further delayed beyond previous expectations. Meanwhile, both companies are independently developing new thermal management solutions, such as HPB and iHBM, and plan to apply them to HBM5 products. However, industry observers believe that as the number of HBM I/O channels continues to increase in the future, hybrid bonding will remain a key technological path in the medium to long term.
23:14
Svmuu News: Citrini analyst jukan posted on X that, according to South Korean media reports, Kim Yong-kwan, President of Samsung Electronics’ Device Solutions (DS) division and Head of Business Strategy, stated at a full DS management meeting on July 3 that this year’s operating profit is expected to meet market consensus. South Korean brokerage firms estimate that Samsung Electronics’ operating profit this year will be approximately 300 trillion won, equivalent to about $200 billion. Kim Yong-kwan reportedly said that this year’s profit alone will exceed the cumulative profit Samsung has generated over the 40 years since it entered the semiconductor business.
22:59
Svmuu News: Coinspect Security has disclosed that a wallet generation vulnerability known as “Ill Bloom” is being exploited by attackers to take control of affected wallets and steal funds. This vulnerability has affected wallets on multiple blockchains since 2018; affected wallets were still being generated as recently as a few weeks ago, and the issue does not stem from a single software wallet.
As of May 27, hundreds of accounts had been compromised, resulting in the theft of approximately $3 million, and in the last few hours, another $2 million has been transferred out of exposed wallets.Thousands of accounts remain at risk across Bitcoin, Ethereum and its Layer 2 networks, TRON, and Solana. Coinspect Security has launched a tool to check affected addresses and is urging wallet providers to integrate lightweight weak mnemonic detection features.

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