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7/10
06:37
Michael Saylor: A True Believer in BTC; We Should Focus More on Digital Credit Right Now
Svmuu News: Michael Saylor stated that if one truly believes in Bitcoin, the obvious trading opportunity right now is digital credit, because its current pricing reflects the view that BTC will not exist within the next decade. He also noted that back in 2010, it was clear to him that Apple and Amazon would not disappear, and he believes the same is true for BTC. (BitcoinTreasuries.NET)
06:25
ETH has surpassed 1,800 USDT, with a 2.73% increase over the past 24 hours
Svmuu News: According to OKX market data, ETH has broken through 1,800 USDT and is currently trading at 1,800.39 USDT, up 2.73% over the past 24 hours.
06:21
Morgan Stanley: Three Factors That Could End the Summer Rally in U.S. Stocks
Svmuu News: Andrew Heitz, head of global fixed-income research at Morgan Stanley, said the bank is closely monitoring three major obstacles that could cause stock markets to stumble this summer; historically, summer is typically the season when stock markets perform strongest.
The first major risk is a resurgence of conflict in Iran. Heitz said, “The U.S. Strategic Petroleum Reserve has fallen to a historic low, and if the conflict escalates again, this could weaken its ability to absorb shocks.”
The second major risk is interest rate hikes by the Federal Reserve. Heitz pointed out that the expectation that the Federal Reserve will keep interest rates unchanged through the end of the year is one of the key pillars supporting the current stock market bull run. “The risk is that this assumption may be wrong, and that this error could become apparent very soon. Of course, there is a view that if the Federal Reserve is concerned about inflation, it should not delay action.”
Third is the weakening outlook for AI capital expenditures. Heitz said, “The risk is that second-quarter earnings reports may reveal a more cautious approach to spending, perhaps because the stock prices of some companies that have invested heavily in AI have recently underperformed.Given that current growth and earnings outlooks are highly correlated with AI, and that investors favor AI-related stocks, this situation poses a risk.” (Jin Shi)
06:18
Circle Shares rose more than 6% in premarket trading; the company has received OCC approval to establish National Trust Bank
Svmuu News Circle: The stock rose more than 6% in premarket trading to $66.8. Circle has received final approval from the U.S. Office of the Comptroller of the Currency to establish National Trust Bank.
06:16
AI-related stocks fell across the board in premarket trading on U.S. markets, with MU down 1.8%
Svmuu News: According to data from MSX.COM, AI-related stocks fell across the board in pre-market trading on U.S. markets, with MRVL down 1.58%, MU down 1.8%, AVGO down 0.79%, and NVIDIA down 0.46%.
It is reported that MSX is a leading RWA trading platform that has listed hundreds of RWA tokens to date, covering popular U.S. stocks and ETF tokens such as NVDA, GOOGL, MSFT, AMZN, META, TSM, and AMD.
06:13
The British government will directly regulate Microsoft (MSFT.O), Google (GOOG.O), Amazon (AMZN.O), and Oracle (ORCL.N).
Svmuu News: The British government has designated Microsoft (MSFT.O), Google (GOOG.O), Amazon (AMZN.O), and Oracle (ORCL.N) as critical third parties and placed them under direct regulation to protect the UK’s financial system. (Jin Shi)
06:07
The EU Escalates Its Investigation into Meta; Its Platforms May Face Hefty Fines
Svmuu News: According to The Wall Street Journal, the European Union has stated that Meta has failed to adequately protect users from the addictive design features of Instagram and Facebook, and the EU is therefore escalating its investigation; the company could face massive fines. The European Commission released preliminary findings on Friday, concluding that Meta has violated the EU’s landmark Digital Services Act. The law requires the world’s largest online platforms to assess and mitigate risks. If these findings are confirmed, each of Meta’s platforms could face fines of up to 6% of its global revenue.
05:43
Transaction fees for order execution on predict.fun are now consistently lower than those on Polymarket
Svmuu News: Data shows that in the cryptocurrency and sports sectors, predict.fun’s order-taking fees are now consistently lower than those of Polymarket. Specifically, in the price range below 50¢, predict.fun’s fee rate (2%) is significantly lower than Polymarket’s (2.5%–4.5%, 3.5%–6.3%).
Transaction fees for order execution on predict.fun are now consistently lower than those on Polymarket
05:35
Total 24-hour trading volume on Polymarket’s Perp section reached $48.43 million
Svmuu News: According to official data from Polymarket, the total trading volume in the Perp segment reached $48.43 million on its first day of launch; the top three pairs by trading volume were ETH-USD ($9.79 million), BTC-USD ($7.51 million), and SILVER-USD ($5.87 million).
Total 24-hour trading volume on Polymarket’s Perp section reached $48.43 million
05:33
Industry Sources: Storage Faces a Structural Shortage That Could Last for Several Years; Large-Scale CPO Deployment Postponed Until the End of 2028
Svmuu News: Dylan Patel, founder of SemiAnalysis—a leading research firm specializing in semiconductors and AI infrastructure—recently gave an exclusive podcast interview in which he systematically outlined the key trends and investment logic in the current AI infrastructure stack.
Dylan emphasized that the storage market faces a structural shortage that will last for several years and still has 2 to 3 times upside potential; at the same time, although agents and reinforcement learning have driven up demand for CPUs, the seller’s market has priced them too high; CPU growth stems primarily from historical “catch-up,” and their absolute value in AI servers still pales in comparison to that of GPUs.
Dylan believes that the much-anticipated large-scale adoption of Co-Packaged Optics (CPO) has been explicitly delayed until late 2028 to 2029, unexpectedly extending the window of opportunity for copper cable connectors. (Jin Shi)
05:27
The China Securities Regulatory Commission and the Hong Kong Securities and Futures Commission Held Their 17th Bilateral Law Enforcement Cooperation Meeting
Svmuu News: Recently, in accordance with the mechanism for regular meetings between the heads of the enforcement departments established by the China Securities Regulatory Commission (CSRC) and the Hong Kong Securities and Futures Commission (SFC), the securities regulators of the two jurisdictions held their 17th Bilateral Enforcement Cooperation Working Meeting, attended by the heads of the enforcement departments from both sides. During the meeting, both sides exchanged information on recent enforcement activities in their respective capital markets, trends in violations, and the status of case handling. They also reviewed the achievements of cross-border enforcement cooperation between the two jurisdictions, discussed progress on major cases of mutual concern, addressed topics such as combating new forms of cross-border violations and strengthening intelligence sharing, and explored further cooperation within the existing framework to continuously enhance the effectiveness of cross-border enforcement collaboration and tangibly improve the effectiveness and deterrent effect of regulatory enforcement.
Moving forward, the China Securities Regulatory Commission (CSRC) will continue to thoroughly implement the spirit of the Central Economic Work Conference, the National Financial System Work Conference, and the provisions of the new “Nine National Measures.” In accordance with the requirements to prevent risks, strengthen supervision, and promote high-quality development, the CSRC will work with the Hong Kong Securities and Futures Commission to continuously improve the cross-border law enforcement cooperation mechanism, strictly crack down on all types of cross-border violations in accordance with the law, and jointly safeguard the stable and healthy development of the capital markets in both regions. (CSRC)
05:18
It is reported that the size of the placement to major investors in SK Hynix’s U.S. stock market listing has been reduced.
Svmuu News: According to people familiar with the matter, in SK Hynix’s $26.5 billion U.S. IPO, the number of ADRs allocated to major investors was less than initially expected because other buyers also scrambled to subscribe. Anonymous sources said that cornerstone investors Baillie Gifford, Coatue Management, and Situational Awareness Partners were collectively allocated approximately $5 billion worth of ADRs, which is $2 billion less than their highest subscription intentions during the bookbuilding period.
Sources familiar with the matter said the offering was oversubscribed by about seven times, with orders placed by more than 500 institutional investors, including long-only funds that typically do not short stocks, as well as funds focused on the technology sector and sovereign wealth funds. Ten investors snapped up 50% of the offering, while the top 25 investors accounted for two-thirds. SK Hynix’s management was deeply involved in the placement process. (Jin Shi)
05:11
Barclays: SK Hynix's U.S. IPO May Support the Korean Won in the Short Term
Svmuu News: Barclays analysts stated in a report that SK Hynix’s U.S. IPO could provide some support for the South Korean won in the short term. Part of this support may come from hedging activities, as well as the eventual conversion of a portion of the proceeds into won for domestic investment. The won’s recent appreciation suggests that some of these preemptive hedging activities have already been priced in.
At the same time, if South Korean semiconductor companies were to finance a significant portion of their domestic investments by repatriating offshore assets or overseas earnings in the future, this would create additional demand for the won and support the currency. (Jin Shi)
05:05
JUGGERNAUT rose more than 192% today and is currently trading at $12.48 million
Svmuu News: According to GMGN market data, JUGGERNAUT, a meme coin on the Robinhood Chain, has surged more than 192% intraday, with its market capitalization peaking at over $15 million and currently standing at $12.48 million.
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.
05:04
Negative sentiment hits a 2026 high, while Solana trading volume drops to its lowest level
Svmuu News: Negative sentiment surrounding Solana has reached its highest level of 2026, while trading volume has fallen to its lowest level; historically, this combination has been viewed as a potential bullish signal. (Cointelegraph)
04:57
BitMart's Futures and Stocks Section Will Launch VRTUSDT and SNOWUSDT
Svmuu News: According to an official announcement, BitMart Futures will launch VRTUSDT and SNOWUSDT perpetual contracts on July 10, 2026, at 19:00 (UTC+8), with leverage of up to 25x.
04:53
MGBX will launch spot trading for SPYB (SPY) and WDCB (Western Digital)
Svmuu News: According to official announcements, MGBX will launch spot trading for SPYB (SPY) and WDCB (Western Digital) on July 10, 2026, at 18:00 (SGT).
Deposits open: July 10, 2026, at 4:00 PM (SGT)
Trading begins: July 10, 2026, at 6:00 PM (SGT)
Withdrawals will be available starting at 7:00 PM (SGT) on July 11, 2026
04:45
CryptoQuant: Bitcoin’s recent rally is a bear-market bounce, not a trend reversal
Svmuu News: CryptoQuant states that Bitcoin’s recent rebound is a bear-market rally, not a trend reversal, and its bull score index remains clearly in bearish territory. (Cointelegraph)
04:40
Spot gold has fallen back below $4,100 per ounce, down 0.58% on the day.
According to Svmuu News, Gate data shows that spot gold has fallen back below $4,100 per ounce, down 0.58% on the day.
04:34
The five-day streak of net inflows came to an end, with the Ethereum spot ETF recording total net outflows of $52,080,400 yesterday.
Svmuu News: According to SoSoValue data, the Ethereum spot ETF saw total net outflows of $52,080,400 yesterday (July 9, Eastern Time).
The Ethereum spot ETF with the largest single-day net outflow yesterday was Fidelity’s FETH ETF, with a net outflow of $33,962,900. FETH’s total historical net inflows currently stand at $2,147 million.
Second was the BlackRock (BlackRock) ETF (ETHA), with a single-day net outflow of $12,667,100; ETHA’s total historical net inflows currently stand at $11,162,000,000.
As of press time, the total net asset value of the Ethereum spot ETF stood at $9.345 billion, with the ETF’s net asset ratio (its market value as a percentage of the total market capitalization of the Ethereum) reaching 4.43%; its cumulative historical net inflows have reached $10.955 billion.
The five-day streak of net inflows came to an end, with the Ethereum spot ETF recording total net outflows of $52,080,400 yesterday.
04:34
Bitcoin Spot ETFs saw total net outflows of $95,301,700 yesterday, with Fidelity’s FBTC leading the way with net outflows of $63,251,600.
Svmuu News: According to SoSoValue data, the Bitcoin spot ETF saw total net outflows of $95,301,700 yesterday (July 9, Eastern Time).
The Bitcoin spot ETF with the highest single-day net inflow yesterday was VanEck ETF HODL, with a net inflow of $5.3617 million; HODL’s total historical net inflow now stands at $1.133 billion.
Second was the Morgan Stanley ETF (MSBT), with a single-day net inflow of $2.1737 million; MSBT’s total historical net inflows now stand at $377 million.
The Bitcoin spot ETF with the largest single-day net outflow yesterday was Fidelity’s (Fidelity) ETF FBTC, with a net outflow of $63,251,600; FBTC’s total historical net inflows now stand at $10,151 million.
As of press time, the total net asset value of the Bitcoin spot ETF stood at $76.506 billion, with the ETF’s net asset ratio (its market value as a percentage of the total market capitalization of the Bitcoin) reaching 6.03%. Its cumulative historical net inflows have reached $51.186 billion.
Bitcoin Spot ETFs saw total net outflows of $95,301,700 yesterday, with Fidelity’s FBTC leading the way with net outflows of $63,251,600.
04:32
Sources: Bank of Japan (BOJ)s to Keep Interest Rates Unchanged in July
Svmuu News: Sources say the Bank of Japan (BOJ) plans to keep interest rates unchanged in July but will maintain its policy guidance, pledging to continue raising rates. Bank of Japan (BOJ) may raise its economic growth forecast for fiscal year 2026 in its July quarterly report and will continue to monitor the risk of inflation overshooting. (Jin Shi)
04:22
Binance Transfer 3,000 BTC, worth $192 million, to Ceffu within 30 days
Svmuu News: According to Onchain Lens, Binance transferred 1,050 BTC—worth $67.1 million—to Ceffu 12 minutes ago.Over the past 30 days, Binance has transferred approximately 3,000 BTC, worth $192 million, to Ceffu in more than 12 transactions.
04:18
Reports indicate that Israel is willing to participate in strikes against Iran and is awaiting a statement from Donald Trump
Svmuu News: According to reports from Israeli sources on the 10th, Israel has informed the United States that it is willing to participate in further U.S. military operations against Iran and is currently awaiting a decision from U.S. President Donald Trump.Reports indicate that Israel believes the new round of military conflict between the U.S. and Iran may continue for several more days. Currently, the Israeli Air Force, air defense, and intelligence agencies are on high alert, and the Israeli military is maintaining close coordination with U.S. forces. (CCTV)
04:17
Justin Sun Selected as a Hurun U35 China Entrepreneur Pioneer; TRON, and TRON lead the list with a market capitalization of 227.5 billion yuan
Svmuu News: Recently, the Hurun Research Institute released the “2025 Hurun U35 China Entrepreneur Pioneers” list, and Justin Sun, founder of TRON TRON, was named to the list.According to the list’s data, TRON’s TRON has an enterprise value of 227.5 billion yuan, ranking first among the companies founded by the U35 honorees and accounting for nearly half of the combined value of all first-generation startups founded by the U35 honorees. This demonstrates TRON’s scale advantage and infrastructure value within the global blockchain industry.
Currently, the supply of TRC20-USDT on the TRON blockchain (TRON) has surpassed $90 billion, continuing to solidify its important position in the global stablecoin issuance and settlement network. In a previous exclusive interview with Hurun Report (Justin Sun), he stated that innovation capable of truly weathering economic cycles must be supported by genuine demand.This selection further highlights his long-term entrepreneurial track record, global perspective, and TRON TRON’s leading influence within the Web3 ecosystem.
04:13
Bitget's Staking Loan Service Now Supports 26 Additional Stock Tokens as Collateral
Svmuu News: According to an official announcement, Bitget’s staking lending platform now supports stock tokens (rTokens) as collateral assets,The first batch includes 26 popular U.S. stock and ETF tokens, such as rNVDA, rAAPL, rGOOGL, and rQQQ, covering sectors including technology, semiconductors, and index funds.
Users holding these stock tokens can now use them as collateral to borrow mainstream assets such as USDT and USDC, thereby unlocking liquidity without selling their holdings. The feature is now live on the web platform and will be available on the app next week. For specific collateral parameters and further details, please visit the official Bitget platform.
Reportedly, rTokens—identified by the letter “r” followed by a stock ticker (e.g., “NVIDIA” for rNVDA)—are issued by Reality, a licensed RWA protocol under Bitget. Through a partnership with the compliant brokerage firm Alpaca, they connect directly to global liquidity pools such as Nasdaq and the New York Stock Exchange.Key features include: 1:1 reserves of underlying assets held in custody by a licensed custodian;stock dividends distributed 1:1 in token form, support for synchronous mapping of corporate actions (such as stock splits and reverse splits), and the ability to use holdings as joint collateral for unified accounts and U-denominated contracts, allowing users to flexibly manage their funds while holding global equity assets.
04:11
Buying pressure from short-term BTC holders has risen to 30%, while selling pressure has fallen to a multi-month low
Svmuu News: CryptoQuant analyst Axel Adler Jr. stated that the realized pressure model for short-term Bitcoinholders has once again shifted to buyer dominance at the lows, replicating the rebound pattern seen after the February pullback.The current buyer pressure score is approximately 30%, higher than the 22% for sellers. Seller pressure has compressed to a multi-month low, and tokens are shifting from short-term holders to stronger buyers, consistent with the characteristics of an accumulation phase.
BitcoinThe current price is $63,900, near the lower boundary of the short-term holders’ cost basis range at $61,600—about 4% above the latest buyers’ cost basis and nearly 10% below the aggregate cost basis of $71,000.Axel Adler Jr. noted that as long as the lower boundary of $61,600 holds, the demand structure remains unchanged; if this level is breached, even the most recent holders will fall into the red.
04:02
Juwai (qianbaidu.eth) placed a limit order worth $2.34 million to buy HYPE
Svmuu News: According to Onchain Lens, the HYPE whale qianbaidu.eth (0x831...B42) has realized a profit of $4.78 million and currently holds 61,032 HYPE tokens, worth $4.16 million. A few minutes ago, the wallet deposited $2.34 million worth of USDC and placed a limit order to buy 34,489 HYPE at $68.10; part of the order has already been filled.
03:58
Particle Network Launches Universal Account V2, Delivering Over 10 Times the Performance and Security of V1
Svmuu News: Particle Network has officially launched Universal Account V2, which is currently in use on UniversalX and integrated with dozens of active ecosystem applications. This upgrade involves a comprehensive overhaul of the underlying account system and the introduction of a proprietary, high-performance multi-chain data platform that supports cross-chain transaction bundling within blocks, while further strengthening the security architecture.
According to official reports, Universal Account V2 offers more than 10 times the overall performance and security of V1.
03:55
Analyst: SK Hynix's U.S. IPO Boosts Confidence in AI Hardware Investment
Svmuu News: Patrick Munnelly, an analyst at Tickmill Group, said that SK Hynix’s $26.5 billion depositary receipt offering is expected to help fund its investments in AI computing infrastructure. “This is exactly the story equity investors want to see during earnings season—not abstract AI enthusiasm, but financing, capacity expansion, data center demand, and hardware bottlenecks,” he noted.
He added that investors’ willingness to buy back into SK Hynix and the South Korean chip sector indicates they still view the AI boom as a structural trend, rather than merely a momentum trade. South Korea remains one of the clearest barometers of risk appetite for AI hardware, and the signal is unmistakable: AI bargain hunters are still in the market. If anything has changed, the recent pullback has created a clearer entry point for investors who believe earnings reports will validate the capital expenditure cycle. (Jin Shi)

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