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7/14
01:32
HSBC: It Is Too Early to Worry About the Storage Cycle Peaking; Among South Korean Tech Stocks, HSBC Favors SK Hynix
Svmuu News: HSBC analysts stated in a research report that it may be too early to worry about the storage cycle peaking. The analysts believe that as agent-based AI boosts office productivity and reshapes workflows, the storage supercycle is likely to continue. Improving profit margins in AI services continue to underpin robust cloud spending, and hyperscale cloud service providers are unlikely to slow their expansion of computing power as they compete for this rapidly growing market.
As the next-generation high-bandwidth memory (HBM4) is gradually introduced to the market, the upward trend in HBM product prices is expected to continue. Given SK Hynix’s significant exposure to HBM, HSBC favors SK Hynix among South Korean tech stocks. HSBC expects that once HBM4 achieves widespread adoption in 2027, SK Hynix’s market share in the HBM sector is likely to remain between 50% and 55%. (Jin Shi)
01:31
The NOXA website has been down for two days; the leading meme launchpad on the Robinhood Chain may soon change hands
Svmuu News: NOXA, a meme launchpad on the Robinhood Chain, has been down for two days. NOXA officials posted on X today stating that the NOXA network domain is still down, but a new website is currently being tested. Once it goes live, users will be able to claim creator fees through the interface.
After launching CASHCAT, the leading Robinhood meme token, NOXA rapidly grew over the past week to become the hottest meme launchpad on the Robinhood Chain, with total protocol fees exceeding $14.5 million. Before the outage, its daily protocol fees had surpassed those of Pump.fun for five consecutive days.
However, the prolonged downtime may jeopardize NOXA’s leading position. According to Dune data, the number of new meme projects on the Robinhood Chain continued to rise on July 13, reaching 19,586—second only to Solana (23,096)—with meme launchpads such as flap.sh, trensh.today, and bankr dominating the market share.
To learn more about the NOXA project, read “Revenue Surpasses Pump.fun for 5 Consecutive Days: The ‘Lone Wolf’ Developer Behind NOXA’s Comeback.”
The NOXA website has been down for two days; the leading meme launchpad on the Robinhood Chain may soon change hands
01:31
South Korean Ministry of Finance: South Korean chipmakers and shipbuilders are selling off large amounts of U.S. dollars in the forward market
Svmuu News: South Korea’s Ministry of Finance said Tuesday that conditions in the country’s foreign exchange market are improving as major chip and shipbuilding companies have begun selling large amounts of U.S. dollars in the forward market. “Based on strong fundamentals, such as a record trade surplus, we expect to see a structural shift in supply and demand conditions in the foreign exchange market in the second half of the year,” the ministry said in a statement. On Tuesday, the won rose 0.75% against the U.S. dollar to 1,486.30, reaching its highest level since May 12. (Jin Shi)
01:30
Svmuu Noon News
1. SK Hynix is currently up more than 3%, while its ADRs are up more than 6% in after-hours trading;
2. Following DeepSeek’s latest funding round, Liang Wenfeng’s net worth has surpassed that of Anthropic’s Dario and OpenAI’s Brockman;
3. Leveraged ETFs tracking South Korean chip stocks have plummeted, with the largest ETF down more than 60% from its peak;
4. South Korea’s KOSPI index has turned positive, with SK Hynix currently up 0.21%;
5. Yu Xian of SlowMist warns: Desktop Telegram users are advised to enable the Passcode Lock feature and memorize the corresponding password;
6. SKHX long positions are showing floating losses of over $3 million, putting pressure on Hyperliquid trader yixie’s portfolio;
7. A whale has incurred a loss of $23.8 million after holding ETH for four years and has deposited 9,389 ETH into Coinbase Prime.
01:14
SlowMist Cosine Warning: We recommend that Telegram desktop users enable the Passcode Lock feature and memorize the corresponding passcode.
Svmuu News SlowMist Yu Xian, founder of Tech, posted on X, recommending that users of the desktop version of Telegram enable Passcode Lock and make sure to remember the passcode they set (if forgotten, they will need to log back into Telegram).
It is understood that this passcode is primarily used to unlock the user’s local Telegram installation and to access highly sensitive local data (such as identity-related information). Setting up this app lock helps protect local data and prevent information theft or account takeover in the event of physical access to the device or a Trojan infection.
01:14
SK Hynix is currently up more than 3%, while SK Hynix ADRs are up more than 6% in after-hours trading.
Svmuu News: According to Gate data, SK Hynix (KOSPI) is currently up more than 3%, while SK Hynix ADRs (SKHY.O) are up more than 6% in after-hours trading.
01:10
The decentralized derivatives trading platform 01 has launched a retroactive points redemption feature; it was previously acquired by N1 Chain.
Svmuu News: The decentralized derivatives trading platform 01 Exchange has officially announced that retroactive point redemption is now available. Users who traded during the testing phase can now claim additional points. Starting this Tuesday, bonus points will be distributed daily, and traders will receive the corresponding bonus points over the next two weeks.
Previously, 01 Exchange announced that it had been acquired by N1 Chain, a project backed by Founders Fund.
01:09
SK Hynix Begins Procuring Equipment for Its Yongin Y1 Wafer Fab, Plans to Build a Pilot Production Line Next February
Svmuu News: SK Hynix has begun procuring advanced DRAM manufacturing equipment for its Y1 wafer fab in Yongin, South Korea, with an initial planned production capacity of approximately 20,000 wafers per month. SK Hynix plans to bring forward the launch of Y1 Phase 1 from the originally scheduled date of May next year to February next year, begin construction of a pilot production line in February next year, and proceed with large-scale equipment installation from March to April. The fab aims to produce sixth-generation 10-nanometer-class 1c DRAM, which will be used in DDR and LPDDR products for AI servers and is planned for use in next-generation HBM4E. (ZDNET Korea)
00:59
South Korea's KOSPI index has turned positive, with SK Hynix currently up 0.21%
Svmuu News: According to Gate data, South Korea’s KOSPI index has turned positive after falling more than 5% earlier. SK Hynix is now up 0.21% after falling more than 8% earlier.
00:56
An address spent 519 ETH to purchase 6.12 million CASHCAT, worth approximately $925,000.
Svmuu News: According to Lookonchain’s monitoring, an address spent 519 ETH (approximately $925,000) 5 hours ago to purchase 6.12 million CASHCAT.
00:23
Binance The wallet has launched CASHCAT perpetual futures trading, supporting up to 10x leverage
Svmuu News Binance Wallet announced on the X platform that CASHCAT is now available for perpetual futures trading on Binance Wallet, with support for up to 10x leverage.
00:21
WEEX Launches CASHCAT with Zero Transaction Fees; Share in a 50,000 USDT Prize Pool
Svmuu News: According to an official announcement, WEEX has now launched zero-fee trading for CASHCAT and is offering 50,000 USDT in trading rewards. The event runs from July 13 at 17:00 to July 20 at 17:00 (UTC+8).
During the event period, new users who meet the specified thresholds for their first net deposit and first spot trade (CASHCAT/USDT) will unlock corresponding rewards of 3, 5, or 10 USDT; New and existing users who achieve a daily CASHCAT spot trading volume of ≥ 50 U can claim a daily 1 USDT futures bonus; invite friends to participate in this event, and earn up to 1,000 USDT per person.
00:08
Fed Spokesperson: Core CPI Is More Important to the Fed
Svmuu News: Nick Timiraos, known as the “Fed’s mouthpiece,” posted on X that economists expect the U.S. overall CPI for June to decline, likely driven by falling energy prices. However, the Fed is currently more focused on core CPI. The market expects June’s core CPI to be around 0.21%, close to May’s level.
Moving forward, the market will focus on U.S. PPI data and its impact on the PCE—the inflation metric the Fed relies on most heavily.
00:00
Ethereum Spot ETFs saw total net outflows of $15.4092 million yesterday, with Fidelity’s FETH leading the way with net outflows of $15.4092 million.
Svmuu News: According to SoSoValue data, the Ethereum spot ETF saw total net outflows of $15.4092 million yesterday (July 13, Eastern Time).
The Ethereum spot ETF with the largest single-day net outflow yesterday was Fidelity’s FETH ETF, with a net outflow of $15.4092 million. To date, FETH’s total historical net inflows have reached $2.134 billion.
As of press time, the total net asset value of the Ethereum spot ETF stood at $9.458 billion, with the ETF’s net asset ratio (its market value as a percentage of the total market cap of the Ethereum) reaching 4.43%; its cumulative historical net inflows have reached $10.958 billion.
Ethereum Spot ETFs saw total net outflows of $15.4092 million yesterday, with Fidelity’s FETH leading the way with net outflows of $15.4092 million.
7/13
23:59
Bitcoin Spot ETFs saw total net outflows of $425 million yesterday, with Grayscale BTC leading the way with net inflows of $53,376,200.
Svmuu News: According to SoSoValue data, the Bitcoin spot ETF saw total net outflows of $425 million yesterday (July 13, Eastern Time).
The Bitcoin spot ETF with the highest single-day net inflow yesterday was Grayscale’s Bitcoin Mini-Trust ETF (BTC), with a net inflow of $53,376,200. The BTC ETF’s total historical net inflow now stands at $2.547 billion.
Second was the VanEck ETF HODL, with a single-day net inflow of $6.1399 million; HODL’s total historical net inflow now stands at $1.142 billion.
The Bitcoin spot ETF with the largest single-day net outflow yesterday was Fidelity’s FBTC ETF, with a net outflow of $246 million; FBTC’s total historical net inflows now stand at $9.905 billion.
As of press time, the total net asset value of Bitcoin spot ETFs stood at $74.79 billion, with the ETF net asset ratio (market value as a percentage of the total market cap of Bitcoin) reaching 5.99%; cumulative historical net inflows have reached $50.852 billion.
Bitcoin Spot ETFs saw total net outflows of $425 million yesterday, with Grayscale BTC leading the way with net inflows of $53,376,200.
23:55
CZ posted a message celebrating the 9th anniversary of Binance and thanking the community for its support
Svmuu News: CZ posted on the X platform to celebrate the 9th anniversary of Binance. CZ noted that many changes have taken place over the past nine years, thanked the community and users for their continued support, and stated that Binance will continue to walk alongside its users, looking forward to the next 90 years of growth.
23:54
Foreign investors have net sold nearly $110 billion worth of South Korean stocks this year, putting increasing pressure on retail investors to step in and buy.
Svmuu News: So far this year, foreign investors have withdrawn a cumulative total of nearly $110 billion from the South Korean stock market, setting a new record high. The main reason is to avoid an imbalance in their portfolio allocations caused by the rapid rise of the South Korean stock market. As a result, domestic retail investors in South Korea have shouldered the bulk of the buying. Following purchases of 42.4 trillion won in June, South Korean retail investors have made cumulative net purchases of 13.2 trillion won in KOSPI stocks this month.
As of July 14, the margin balance used by retail investors to invest in KOSPI stocks stood at 28 trillion won, having hit a record high of 29.8 trillion won on June 24.
Alexander Redman, chief equity strategist at CLSA, said: “ “South Korea remains the most overweight market in our portfolio, but I have begun to reduce our exposure. What concerns me is that the market is currently dominated by retail investors, as they are making heavy use of margin trading.” (Jin Shi)
23:49
Leveraged ETFs tracking South Korean chip stocks plummet; the largest ETF has fallen more than 60% from its peak
Svmuu News: A new type of leveraged product that tracks major South Korean chip stocks is plummeting, putting South Korean retail investors—who prefer to use such instruments to amplify returns—at risk of massive losses. According to data compiled by foreign media, the prices of more than a dozen leveraged ETFs tracking Samsung Electronics and SK Hynix have nearly halved since their launch in late May. Among them, the largest—the KODEX SK Hynix Single Stock Leveraged ETF, with $3.4 billion in assets under management—has fallen by about 45% since its launch and is down more than 60% from its June high.
Jung In Yun, CEO of Fibonacci Asset Management, said: “ ‘The sharp decline in these leveraged ETFs has hit retail investors particularly hard, as many appear to have viewed them as long-term investments rather than short-term trading instruments. The massive losses from such ETFs may undermine retail investors’ willingness and ability to buy semiconductor stocks, making the market’s future recovery even more dependent on inflows of foreign institutional capital.’” (Jin Shi)
23:45
X-Agent Officially Releases Litepaper V1 to Build a Decentralized AI Agent Economy
Svmuu News: Today, X-Agent—a no-code runtime platform for AI agents on Web3 social networks—officially released its core “Litepaper V1” to the global community. The white paper details how the platform is reshaping the decentralized AI agent ecosystem and its commercialization path through no-code deployment and secure sandbox technology.
Core technologies and solutions are as follows:
1) Speak to Build (No-Code Deployment): Allows users to create and deploy professional-grade AI agents to Telegram, WhatsApp, or the web in minutes using pure natural language with a single click.
2) SRE Cryptographic Sandbox (Physically Isolated Security): An innovative, physically isolated runtime environment that perfectly protects users’ private keys and sensitive credentials while enabling agents to perform enterprise-grade autonomous asset transactions and on-chain collaboration.
Market Performance and Latest Data: X-Agent’s global cumulative user base has surpassed 1,000,000+, and its active AI agents have autonomously completed over 1,100,000 actual business tasks, cumulatively consuming/burning more than 84 billion model tokens. The project has previously raised $1.8 million in funding and boasts highly engaged local communities in Japan and South Korea.
The native token, $XAGT, serves as the network’s settlement currency and is directly used to pay SRE computing power gas fees, transaction commissions, and staking collateral. The team and investors are subject to a strict 12-month cliff lock-up period. The community allocation is entirely non-inflationary and can only be unlocked by burning tokens through actual sandbox tasks, ensuring that every token is backed by real business demand.
According to the latest roadmap, X-Agent will launch a new no-code public portal in Q3 2026 and launch a decentralized Agent Store in Q1 2027.
23:34
SKHX Long Positions Show Unrealized Losses of Over $3 Million; Hyperliquid Trader yixie Faces Pressure on Positions
Svmuu News: According to HyperInsight data, the SKHX long position held by Hyperliquid trader yixie is currently showing an unrealized loss of approximately $3.144 million, with an unrealized loss ratio of 81.21%. Data shows that the position size is approximately $11.51 million, with an average entry price of $1,461.82. The current price is approximately $1,148.20, and the liquidation price is $802.13.

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