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7/19
20:14
Svmuu News: Ansem posted on X stating that he had purchased PUMP tokens at around $0.001675. Ansem noted that pump.fun continues to generate approximately $30 million to $40 million in monthly revenue even during the bear market, and believes that Solana may once again become a key platform for retail trading activity in this cycle. He further noted that if pump.fun were to stimulate the meme coin trading ecosystem through an airdrop—and if the airdrop’s scale exceeded $300 million—market trading volume, attention, and activity could see a boost. Additionally, Ansem noted that if the price falls below the low of approximately $0.0014 reached during the unlocking and sell-off period, this investment logic would no longer hold.
20:14
Svmuu News: According to OKX market data, BTC has broken through 65,000 USDT and is currently trading at 65,006.4 USDT, up 0.23% over the past 24 hours.
20:13
Svmuu News: David Sacks, Chair of the U.S. President’s Council of Advisors on Science and Technology, posted on X stating that the Kimi K3 model recently completed 15 critical security vulnerability fixes, while Codex and Fable refused to process related requests due to “cybersecurity protection mechanisms.” He noted that there is no reason to restrict U.S. models from performing these tasks due to security constraints when Chinese models are able to complete them normally. Doing so would only undermine U.S. competitiveness.
20:12
Svmuu News: According to Onchain Lens, Bitvavo (0x638...213) withdrew 3.89 million LINK from Coinbase Prime to a new wallet, worth approximately $32.59 million.
20:11
Svmuu News: According to data from MSX.COM, SK Hynix has turned positive after falling more than 5% earlier; Samsung Electronics has nearly recovered its losses.
20:11
Svmuu News: Samsung SDS announced on the 20th that it has launched a service-based NPU (NPUaaS) based on FuriosaAI’s second-generation neural network processor, Renegade (RGND), on the Samsung Cloud Platform (SCP). Renegade is a South Korean-developed NPU designed for AI inference, used in tasks such as generating responses from pre-trained AI models, document analysis, and image classification.
Samsung SDS stated that NPUaaS customers do not need to purchase NPU servers directly or build their own data centers; instead, they can use the service via a subscription model through SCP. Enterprises can select 1, 2, 4, or 8 NPUs based on their needs and data volume, and use them in conjunction with SCP’s high-performance storage, computing, and high-speed networking products.
Samsung SDS also noted that this NPUaaS will be provided within the SCP Sovereign Cloud environment to support public sector customers subject to strict security regulations. Lee Ho-jun, Head of the Cloud Services Division at Samsung SDS, stated that the company will continue to expand its SCP-based product portfolio.
20:04
Svmuu News: According to data from MSX.COM, South Korea’s KOSPI index opened down 283.95 points, or 4.16%, at 6,536.65 on Monday, July 20. Both Samsung Electronics and SK Hynix fell more than 5%.
20:03
Svmuu News: According to data from Gate, as military tensions between the United States and Iran in the Middle East continue, international crude oil futures rose significantly on the 19th at the start of the new trading week, with Brent crude futures breaking through the $90-per-barrel mark.
19:58
Svmuu News: The yield on the latest auction of 30-year U.S. Treasury bonds rose to 5.06%, the highest level since 2007, pushing long-term U.S. Treasury yields back above 5%. In early 2022, the yield on U.S. Treasuries with the same maturity was approximately 2%.Analysts believe that rising long-term yields signal an increase in the risk-free rate, which will raise the discount rate for risk assets and create structural pressure on high-risk assets such as Bitcoin. The current risk-free rate of over 5% has raised the threshold for speculative capital allocation, while rising debt financing costs driven by expanding fiscal deficits are also sending a risk-aversion signal to the market in the short term.
Furthermore, the investment boom in AI infrastructure is intensifying competition for capital. Major tech companies continue to issue bonds to finance AI development, competing with the U.S. government for market funds and further driving up long-term interest rates.The market is watching the 5.20% level—the high point reached in May of this year. If yields breach this level, it could signal that long-term interest rates will continue to rise, leading to a further tightening of financial conditions.
19:57
Svmuu News: Citrini analyst jukan posted on X that Foxconn has secured its first contract to manufacture SpaceX’s next-generation AI servers, which are powered by NVIDIA GB300, breaking the duopoly held by Dell and Supermicro.The project is reportedly worth approximately $52 billion and is not included in the company’s current revenue guidance, suggesting that Hon Hai’s AI business may be gaining momentum faster than previously expected. Combined with the strong performance of its subsidiary FII, market expectations for Hon Hai’s second-half results have risen significantly.
19:57
Svmuu News: SemiAnalysis posted on X that a YAML configuration file publicly available on GitHub, shared by a senior AI executive at AMD, lists Anthropic as an AMD “customer,” suggesting the company may currently be in the product evaluation or testing phase. The file shows that Anthropic has been awarded the highest level of 30 priority points, placing it on the same tier as existing hyperscale customers such as Meta. It is important to note that Anthropic is still in the evaluation phase.
19:53
Svmuu News: The U.S. Central Intelligence Agency (CIA) previously dispatched senior agent Johnny Gannon to Abu Dhabi, United Arab Emirates, to conduct ongoing oversight and management of G42, a key UAE AI company, and to push it to sever its technological ties with Chinese companies.
The U.S. government had previously expressed concern that if G42 were provided with advanced U.S. AI semiconductors—such as those from NVIDIA—the associated core technologies might flow to China. G42 subsequently dismantled $150 million worth of Huawei equipment and brought in an external audit firm to comply with the corrective measures demanded by the U.S. government.
Toward the end of the Biden administration, the U.S. approved conditional exports of AI chips to the UAE. Following the inauguration of the Donald Trump administration, the “Stargate UAE” AI infrastructure project—involving OpenAI and NVIDIA—has moved forward, and the U.S. Department of Commerce has recently significantly relaxed export controls on AI semiconductors to the UAE.
As a result, G42 will be able to purchase NVIDIA’s core products without restriction over the next nine months. Some observers have raised concerns about a conflict of interest regarding UAE National Security Advisor Sheikh Tahnoon bin Zayed Al Nahyan’s commitment to invest in companies affiliated with the Donald Trump family; the White House has denied these allegations.
19:52
Svmuu News: In an interview this week, Heath Tarbert, President of Circle, responded to questions about the company’s stock price dropping from $260 to $62, stating that the company is focused on long-term development. He added that if the company can fulfill its mission of building a full-stack internet platform infrastructure, the stock price will speak for itself in the long run.Facing new competition from the Open USD Alliance—comprising 140 companies including Visa, Stripe, Mastercard, and Google—Heath Tarbert noted that as a stablecoin natively supporting 34 blockchains, USDC’s network effects, built upon its $73 billion in circulation, are extremely difficult to replicate.When discussing the difference in market position compared to Tether, he noted that USDC is the world’s largest regulated stablecoin and boasts the highest actual transaction volume.
19:50
Svmuu News: Trasia Labs announced the completion of a $1.75 million seed round, with Multicoin Capital participating as the sole institutional investor. The project is a perpetual contracts trading platform natively built on Hyperliquid, primarily targeting the Asian market. It currently connects to Hyperliquid’s native perpetual market via a non-custodial model and plans to launch its own perpetual contracts based on the HIP-3 protocol in the future.
19:50
Svmuu News: The U.S. District Court for the Southern District of Florida has ordered the forfeiture of approximately 90.319 BTC, 7,999.873 XMR, and small amounts of XRP, XLM, and SOL held by Angelo Martino, a co-conspirator in the BlackCat/ALPHV ransomware scheme. Based on current market prices, the total value of these crypto assets is roughly $8.37 million, with BTC valued at approximately $5.84 million, XMR at approximately $2.46 million, and the other tokens totaling approximately $71,000. The court also ordered the forfeiture of his two properties in Florida, as well as assets such as cars and boats. Martino, who previously served as a ransomware negotiator, has already been sentenced to 70 months in prison for leaking client negotiation information to attackers and participating in ransomware attacks.
19:48
Svmuu News: On-chain data shows that the top 12 addresses holding Ethereums include staking infrastructure, WETH contracts, exchange wallets, L2 bridges, and one address identified by Arkham Intelligence.Among them, the Beacon Deposit Contract holds 88,289,800 ETH, accounting for 73.16% of the combined holdings of the top 12 wallets.
The Wrapped Ether contract holds 2,443,100 ETH, ranking second. Binance Through three wallets—Binance 7, Binance Hot Wallet 20, and Binance-Peg Tokens—a combined total of 3,190,600 ETH is controlled, valued at approximately $5.9 billion at $1,860 per ETH, making it the largest exchange holder among the top 12 wallets.
Robinhood’s two wallets collectively hold 1,588,500 ETH, valued at approximately $2.9 billion;Upbit’s wallets hold 1,046,000 ETH; Bitfinex holds 450,100 ETH; and Gemini’s cold wallet holds 385,300 ETH.Wallets controlled by exchanges collectively hold 6,660,500 ETH, accounting for approximately 5.52% of the reference supply of 120,682,850 ETH.
Among L2-related addresses, the Arbitrum Bridge holds 819,700 ETH, and the Base Portal holds 807,100 ETH.Excluding network infrastructure such as the Beacon Deposit Contract and Wrapped Ether, the remaining 10 wallets collectively hold 8,287,300 ETH.
19:32
Svmuu News: Spain defeated Argentina 1-0 early this morning Beijing time to win the USA-Canada-Mexico World Cup. After the match, U.S. President Donald Trump personally presented the World Cup Trophy to the Spanish team.According to data from Predict.fun, the cumulative trading volume for its “2026 World Cup Winner” market reached $320 million, making it the market with the highest trading volume in recent times.
18:51
Svmuu News: According to Onchain Lens, Abraxas Capital (0xb83... 6e36) deposited 3 million USDC into Hyperliquid and once again increased its short positions of 796.4 BTC and 31,600 ETH, valued at approximately $51.5 million and $59.2 million, respectively. Over the past two days, both short positions have increased significantly.
18:45
Svmuu News: Cardano activated the Van Rossem hard fork on July 18, 2026, at 21:44:51 UTC, upgrading the network to Protocol Version 11. No downtime was reported. This upgrade is part of the changes within the Conway ledger era and is designed to reduce the cost of running Plutus smart contracts, enhance ledger security, and introduce new cryptographic tools.
Van Rossem includes five Cardano Improvement Proposals (CIPs) covering BLS12-381 multi-scalar multiplication, on-chain array types, optimizations for multi-asset value processing, accelerated list operations, and built-in modular exponentiation. Staking pools are now prohibited from reusing the same verifiable random function key across the network; each pool must hold a unique key bound to its identity.
This upgrade was completed through Cardano’s on-chain governance process, with the entire process—from proposal to activation—driven by on-chain voting. Delegates approved the proposal with 77.63% support, staking pool operators supported it at 52.7%, and the Constitutional Committee voted 6-0-0-1.
The combined balance of wallets holding between 100,000 and 100 million ADA has risen to its highest level since 2023, currently controlling more than a quarter of the circulating supply of ADA. Cardano will next move forward with Ouroboros Leios and plans to achieve a target of over 1,000 transactions per second during testing in 2026.
18:43
Svmuu News: Trading sentiment regarding the “CLARITY Act” passing into law in 2026 has turned bearish, with the probability of the bill becoming law this year falling to a historic low. Market expectations for the bill peaked at 82% earlier this year but have continued to decline as negotiations have hit multiple impasses. Key disagreements hindering the bill’s progress include a stalemate over ethical provisions, opposition from banking lobby groups to provisions regarding interest on stablecoins, and a compressed window for deliberation and voting due to a tight congressional schedule and the approaching midterm elections. Although leading industry players generally support this comprehensive digital asset regulatory bill, traders believe that these multiple disagreements cannot be resolved in the short term, and it is highly unlikely that the bill will complete the entire legislative process and officially take effect within 2026.

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