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7/11

09:59

$2.3 million profit in one week; spent $380,000 on bets; Norway has not won in regular time

According to PPP’s prediction market monitoring, in the Polymarket World Cup quarterfinal prediction event for Norway vs. England, the address “swisstony”—which had made $2.3 million in profits over 7 days—purchased $380,000 worth of bets on Norway not winning in regulation time.
Address: 0x204f72f35326db932158cba6adff0b9a1da95e14
Join the PPP signal push community to stay one step ahead and seize opportunities first.

09:30

Citrini Analyst: The release of the NVIDIA-Rubin architecture may be delayed again

Svmuu News: Citrini analyst Jukan posted on X, stating that, according to information from an expert conference call, the launch of NVIDIA’s next-generation Rubin architecture products may be delayed again, to the point where he “can’t even take Saturday off.”
Reportedly, Rubin is a next-generation AI chip architecture developed by NVIDIA. As the successor to the Blackwell architecture, it was first unveiled at Computex Taipei in June 2024.As of now, NVIDIA has not issued an official response to the rumors regarding the Rubin project’s delay. Rubin is regarded as NVIDIA’s next-generation AI chip architecture following Blackwell, and its R&D and mass production progress have been closely watched by the market. The above information remains unconfirmed market speculation; the specific release date will have to await an official announcement from NVIDIA.

09:22

Another Huiwang? Security Firm Investigates the Case of Stolen Gate User Assets: New Coin Has Become Another Leading Collateral Platform in Southeast Asia, with Total Revenue Exceeding 1.6 Billion USDT

Svmuu News: Following the theft of funds from 1.7 million Gate users, an on-chain investigation by security firm Bitrace revealed that after withdrawing the victims’ funds, the attackers transferred the stolen funds in multiple transactions to the same Newpay User address. This entity is a crypto payment tool launched by Xinbi Guarantee. Its predecessor was Xinbi Wallet, a non-KYC payment tool based on a Telegram bot in 2025. After Xinbi launched its in-house application, Xinbipay, that channel was shut down, and users were migrated to the mobile app. Finally, to circumvent regulation, it was renamed Newpay.
According to Bitrace monitoring, the entity’s total revenue has exceeded 1.6 billion USDT since it began operations, with its business scale experiencing significant growth following the collapse of Huiwang Group in late 2025. Following the collapse of the affiliated payment platform Taizi Group, former second-tier guarantee platforms—including Xinbi Guarantee, Jinbei Guarantee, Dali Guarantee, and Fuli Lai Guarantee—collectively carved up the Southeast Asian market.

09:15

Tom Lee: Although the war is causing concern among investors, the U.S. economy can still achieve a V-shaped recovery

Svmuu News: Bitmine Chairman Tom Lee said in a CNBC interview that war is typically one of the risk factors investors worry about most, but historical data shows that the U.S. economy tends to prove more resilient during wartime than the market expects. Although no one wants the U.S. to be drawn into a war, the data reveals a more complex reality: during periods originally thought to trigger sharp market declines, the U.S. economy has remained stable and ultimately achieved a V-shaped recovery.
Tom Lee added that the current drivers of U.S. economic growth are no longer limited to investment in artificial intelligence infrastructure; large-scale defense spending is also playing an increasingly important role. Continued growth in defense spending is directly driving the reshoring of U.S. manufacturing and the process of reindustrialization, becoming one of the key forces underpinning the economy.

09:01

Bonzo Finance, a lending protocol in the Hedera ecosystem, suffered an oracle attack resulting in losses of approximately $9 million

Svmuu News: Bonzo Finance, a Hedera-based lending protocol, suffered an oracle attack, resulting in losses of approximately $9 million. The attacker exploited collateral whose value had been artificially inflated due to an abnormal spike in the price of the SAUCE token to borrow assets from the protocol far exceeding their actual value. According to Bonzo Finance’s preliminary incident report, the attacker deposited only 250 SAUCE tokens and then submitted a price update that artificially inflated the token’s price by approximately 12 orders of magnitude. after which the address borrowed 6.63 million USDC and 34.5 million wrapped HBAR from the lending pool.
This attack was not caused by a vulnerability in Bonzo Finance’s smart contracts or the Hedera underlying network itself, but rather stemmed from a vulnerability in the on-chain oracle validator provided by the oracle service provider Supra, which erroneously accepted SAUCE price data with a zeroed-out signature. Supra has since confirmed the issue and completed the fix.

08:32

3x leverage long position on CASHCAT; Bharat Krymo’s wallet is suspected of holding 1 million CASHCAT tokens

Svmuu News: According to Onchain Lens, a wallet believed to belong to Bharat Krymo has opened a 3x leveraged long position in CASHCAT on Hyperliquid. The position currently holds 1 million CASHCAT, worth $192,200.

08:15

Eni CEO: If the conflict in the Middle East persists, the oil market could break out of its current range in early 2027

Svmuu News: Claudio Descalzi, CEO of Italy’s state-controlled Eni Group, said that if the conflict in the Middle East continues, the global oil market will break out of its current range of approximately $80 to $100 per barrel by the first quarter of 2027 at the latest, driving up inflation and reducing energy demand.
In an interview published Saturday in *Il Sole 24 Ore*, Descalzi said that the release of strategic reserves has so far helped keep crude oil prices roughly within that range, but this strategy faces growing risks as global reserves are limited. “The long-term solution is to enhance energy security through the diversification of supply sources and routes,” he said.
Descalzi noted that global oil inventories have been declining by an average of 3.8 million barrels per day due to disruptions related to the war in Iran that erupted in late February, with the rate accelerating to an average of 4.6 million barrels per day in May. He said countries should focus on producers in North and Sub-Saharan Africa, Latin America, and Southeast Asia, while reducing their reliance on controlled maritime channels. (Jin Shi)

08:06

Memory chip stocks have fallen more than 20% in recent weeks, and the underlying fundamentals are being reevaluated

Svmuu News: Industry insiders note that historically, whenever the memory chip industry experiences a boom, manufacturers tend to expand production capacity simultaneously. This leads to a concentrated release of new capacity and a sharp drop in prices, plunging the entire industry into losses. Subsequently, manufacturers collectively scale back capital expenditures, and when demand rebounds, another boom follows—this cycle constitutes the industry’s unique cyclical nature.
Since hitting their peak in late June, U.S. memory chip stocks have experienced a collective pullback as news—such as Meta’s sale of computing power—sparked market concerns about an oversupply of computing power.Data shows that industry leaders such as SanDisk, Micron, Seagate Technology, and Western Digital have all seen their stock prices fall by more than 20% over the past few weeks.
Analysts point out that the underlying logic currently supporting memory chip demand is facing a reassessment, with the key variable being whether the technological gap between various large AI models will continue to narrow.
Analysts also point out that the memory chip industry is undergoing a profound shift in its business model: in the past, memory was treated more like a commodity, with prices following market trends and contracts typically based on quarterly or annual terms;now, to secure critical supplies, cloud service providers and AI data centers are increasingly signing long-term supply agreements with original equipment manufacturers (OEMs) spanning three to five years, which include price ranges, minimum purchase volumes, and customer performance bonds. (CCTV Finance)

08:05

Eleven wallets linked to a certain whale purchased 1.299 trillion PEPE tokens within 24 hours, worth $3.58 million.

Svmuu News: According to Onchain Lens, over the past 24 hours, 11 wallets linked to the same whale have purchased 1.299 trillion PEPE, worth $3.58 million.

07:50

Kane and Haaland Face Off; predict.fun Currently Puts the Probability of “England Beating Norway” at 51%

According to PPP prediction market tools, in the “World Cup Quarterfinals: Norway vs. England” prediction event on predict.fun, the probability of a Norway win is currently reported at 25%; the probability of a draw is currently reported at 26%; and the probability of an England win is currently reported at 51%. This market refers only to the match result within the first 90 minutes of regulation time (including injury time).
At 5:00 a.m. Beijing Time tomorrow, Norway will face England in the World Cup quarterfinals. The biggest highlight of this match is undoubtedly the head-to-head clash between Haaland and Kane. For Norway to advance, they will largely rely on Haaland’s finishing efficiency in the penalty area.
England, however, is the favorite in the market. The team is bolstered by key players like Kane and Bellingham up front and holds the advantage in both squad depth and knockout-round experience.
Join the PPP signal push group to stay one step ahead and seize the opportunity first.

07:44

In an internal memo, Tang Jie announced the launch of the "Touch High" initiative, which will continue to focus on AGI research

Svmuu News: Today, Tang Jie, founder of Zhipu, released an internal letter outlining Zhipu’s perspective on the future competition in AGI. In the letter, Tang Jie stated that Zhipu will continue to pursue its so-called “counterintuitive” approach and launch the “Touch High” initiative, which involves maintaining a focus on AGI research rather than short-term commercialization. On the path to AGI, there are several mountains that must be scaled—and these are precisely where today’s technological waves are most turbulent. The four peaks listed by Tang Jie are: Long Horizon Tasks, Autonomous Agent Systems, Fully Self-Training, and Ultimate Safety Governance.
Among these, Ultimate Safety Governance was particularly emphasized. Zhipu plans to invest resources in the hundreds of billions to tackle machine explainability—which means clarifying the neural logic behind model decisions and driving the transformation of black-box systems into transparent, explainable systems. (Latepost)

07:35

Galaxy Research Director: Anonymous Plaintiff Seeks to Obtain Legal Ownership of Satoshi's Bitcoin Holdings Through New York's Abandoned Property Law

Svmuu News: Galaxy’s Head of Research posted on X, stating that details regarding the case in which an anonymous plaintiff is attempting to obtain legal ownership of Satoshi’s coins under New York’s Abandoned Property Law can be found in their report.

07:31

Svmuu Evening Brief

1. Within 10 days of launch, Robinhood Chain’s total number of transactions exceeded 38.72 million;
2. Iran’s Supreme Leader says he will retaliate against the U.S. and Israel;
3. Is Tencent in talks to acquire Manus? Sources say Tencent will retain a minority stake;
4. OpenAI responds to concerns over unclear high-computing-power mode usage alerts: Codex and ChatGPT Work quotas have been urgently reset;
5. Hyperliquid launches CASHCAT futures trading, supporting up to 3x leverage;
6. Apple receives semiconductor tariff exemption and will have Intel manufacture chips for Macs and iPhones;
7. A whale shorted 6,914 ETH with 25x leverage; the position is valued at $12.43 million and is currently showing a paper loss of $50,700.

07:11

Serenity: OpenAI's Strategy to Build an Independent Ecosystem Has Already Unnerved U.S. Stock Magnificent Seven

Svmuu News: “The White-Haired Stock Guru” Serenity posted on X, stating that if Sam Altman and OpenAI are provoking the “Magnificent Seven” (Mag7) of the U.S. stock market—including Apple—it only proves they are doing the right thing.OpenAI has chosen to build its own ecosystem rather than be absorbed into the ecosystems of other tech companies, and this strategic direction is worth watching. Since the rise of tech giants like Google, Apple, and Microsoft, the market has not seen a true disruptor in a long time, and OpenAI is emerging as that disruptor.

06:55

Iran's Supreme Leader Says He Will Retaliate Against the U.S. and Israel

Svmuu News: Iran’s Supreme Leader Mujtaba Khamenei stated today (July 11) in a written address that, Iran will continue to adhere to the political line of the late Supreme Leader Ali Khamenei, uphold the country’s independence and sovereignty, and will not alter its established policy direction due to the martyrdom of its leaders.
He once again identified the United States and Israel as responsible for the deaths of the late Supreme Leader and other victims, stating that Iran will continue to hold them accountable and emphasizing that it will respond with retaliation. He also noted that holding those responsible for the deaths of the victims is a shared demand of the Iranian people, and this objective will not change due to leadership transitions. (CCTV International News)

06:11

Iranian Media: Iran Will Not Engage in Any Negotiations Until the U.S. Reverses Its Position

Svmuu News: According to Iran's Fars News Agency, sources say that (Iran) will not engage in any negotiations until the United States reverses its position. (Jin Shi)

06:02

The U.S. and Iran Are at Odds Over Negotiations; Experts Say There Is Little Hope for a Resumption of Talks in the Near Term

Svmuu News: On July 10 local time, U.S. President Donald Trump posted on his social media platform “True Social” that Iran hopes to continue “negotiations” with the U.S., and that the U.S. has agreed to continue negotiations.Iranian Foreign Ministry Spokesperson Baghaei said on the 10th that Iran had never requested negotiations with the U.S., but had agreed to allow mediators to visit Iran. Wang Jin, an expert on Middle East affairs, noted that dialogue between the U.S. and Iran is unlikely to resume in the short term, as the conflict between the two countries remains ongoing.
For both sides, the current foundation of trust is extremely fragile, making it impossible to establish a suitable atmosphere for dialogue in the short term. More importantly, public opinion in both the United States and Iran remains skeptical about the resumption of U.S.-Iran dialogue at this time.This is especially true given that the U.S. launched attacks during the funeral of Iran’s former Supreme Leader Khamenei, making it difficult for Iran to fully trust the U.S. in the short term. Therefore, while resuming dialogue in the near future is challenging, it does not mean that the mechanisms for peace have been completely lost.On the one hand, countries such as Qatar, Oman, and Pakistan are continuing their uninterrupted mediation efforts, hoping to re-encourage and assist in establishing communication channels between the United States and Iran. (CCTV News)

05:47

Data: Exchange stablecoin reserves rise to $93 billion, with Binances accounting for 57%

Svmuu News Binance Data released shows that the total value of stablecoins held by cryptocurrency exchanges has reached $93 billion, with Binance holding approximately $53 billion—accounting for 57% of the market share—which is $42 billion more than the stablecoin reserves of the second-ranked exchange platform.Furthermore, since the beginning of 2025, exchange stablecoin reserves have grown by 61% cumulatively, an increase of approximately $35 billion. During the same period, Binance’s market share also rose from 54% to 57%.

05:46

Within 10 days of launch, the total number of transactions on Robinhood Chain exceeded 38.72 million.

Svmuu News: According to on-chain analyst Ai, just 10 days after its launch, Robinhood Chain has recorded over 38.72 million total transactions, with 12.11 million transactions in the past 24 hours, over 1.09 million total addresses, 24-hour transaction fees totaling 193.71 ETH, and the market cap of leading memecoin CASHCAT nearing $200 million.

05:43

A Solana OG had 181,000 SOL stolen; the hacker exchanged them for 7,918 ETH

Svmuu News: According to Lookonchain’s monitoring, 181,000 SOL were stolen from a Solana OG. The hacker sold all 181,000 SOL, transferred the funds cross-chain to Ethereum, and exchanged them for 7,918 ETH, worth $14.2 million.

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