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7/20
02:44
SlowMist Cosine: Monitoring iPhone screens is difficult to achieve, while Android can leverage Accessibility permissions in combination with a 0-day vulnerability
Svmuu News SlowMist Yu Xian posted on Platform X, stating that while screen monitoring is not very feasible on iPhones, workarounds such as ads or data collection SDKs can be used to leverage industry-wide sharing of user habits to achieve targeted delivery;On Android, permissions are more lenient, and techniques such as leveraging accessibility permissions—especially when combined with a 0-day vulnerability—can enable screen monitoring.
02:43
Analysis: Rising Demand for Hedging Signals Increased Volatility in the Stock Market Ahead
Svmuu News: Foreign media analysis indicates that the stock market’s upward momentum is waning, and optimistic earnings forecasts are being closely watched—two signs that the summer will be volatile. As investors face mounting concerns, overall bullish sentiment is being challenged, and market volatility is quietly rising. The unwinding of AI-related trades is triggering a strong market rotation. Demand for hedging is rising rapidly. The Nations SkewDex Index—which measures potential tail risks in the S&P 500—has surged to its highest level since April, which could further push up other volatility metrics.
Although the fear index remains below 20—far from a cause for concern—sharp volatility in individual stocks is obscuring the overall trend. Price volatility has intensified among core AI-related stocks driving momentum trading. However, unlike in the first half of this year, the “rising stock prices, rising volatility” narrative appears to have faded. Instead, we are seeing sharp declines in stock prices accompanied by persistently rising volatility. (Jin Shi)
02:33
BTC has fallen below 64,000 USDT, down 1.27% over the past 24 hours
Svmuu News: According to OKX market data, BTC has fallen below 64,000 USDT and is currently trading at 63,943.3 USDT, down 1.27% over the past 24 hours.
02:32
South Korean stocks continued their downward trend, with the KOSPI index closing down nearly 4.5%
Svmuu News: South Korea’s KOSPI index closed down 304.33 points, or 4.46%, at 6,516.27 on Monday, July 20. SK Hynix fell 4.23%, and Samsung Electronics fell 4.31%.
02:24
CXMT It is currently trading at $6.72, down 7% over the past 24 hours.
Svmuu News: Market data shows that CXMT (CXMT) is currently trading at $6.72, down 7% over the past 24 hours.
02:18
ANTHROPIC Plummets 11% in Pre-Market Trading
Svmuu News: According to MSX data, ANTHROPIC has plummeted in premarket trading and is currently trading at $1,381, down 11%.
02:08
Samsung Electronics' foundry division is evaluating plans to double the initial production capacity at its Taylor, Texas, facility compared to the original plan.
Svmuu News: Samsung Electronics' foundry division is evaluating expanding the initial production capacity at its Taylor, Texas, facility to twice the originally planned level. (Jin Shi)
02:06
Musk Denies Reports That SpaceX Ordered $52 Billion Worth of GB300 GPUs from NVIDIA
Svmuu News: Cointelegraph posted on X, stating that Elon Musk denied reports that SpaceX had placed a $52 billion order for GB300 GPUs from NVIDIA, calling them “fake news.”
02:02
Brent crude oil broke through $89 per barrel, rising 2.60% on the day
Svmuu News: According to Gate data, Brent crude oil has surpassed $89 per barrel, rising 2.60% on the day.
01:59
Open interest exceeds CXMT’s daily trading volume; a whale places an $8.32 million sell order for CXMT
Svmuu News: A whale shorted 188,400 CXMT contracts on Hyperliquid with a 1x leverage per-pool position, with a position value of approximately $1.2672 million and an average entry price of $6.8567. with a liquidation price of approximately $12.4847, a floating profit of about $24,400, and a return on investment of approximately 1.89%. Yesterday afternoon, the whale placed 100 sell orders that did not reduce the position, priced between $7.50 and $9.00, totaling approximately 1 million contracts, with an order value of approximately $8.3228 million and a weighted average order price of approximately $8.32. If all of these sell orders are executed, the trader’s short position will expand to approximately 1,188,400 contracts, and the weighted average entry price is expected to rise to approximately $8.09, corresponding to a notional value of approximately $9,615,000.
01:49
China's three major A-share indices fell, with the Shenzhen Composite Index down 2% and the ChiNext Index down 1.34%.
Svmuu News: The three major A-share indices fell, with the Shenzhen Composite Index down 2%, the ChiNext Index down 1.34%, and the Shanghai Composite Index down 0.51%.
01:48
Analysis: South Korea's semiconductor industry's net profit may reach 1,019 trillion won next year
Svmuu News: Kim Byung-yeon, Director of the Research Division at NH Investment & Securities’ Investment Strategy Department, stated on July 20 at a roundtable discussion with the press and securities analysts held at the Korea Exchange’s Seoul office that the South Korean stock market has already priced in concerns about a semiconductor market peak, geopolitical instability, and supply-demand disruptions, and has thus fallen excessively.
NH Investment & Securities has set the lower range of the Korea Composite Stock Price Index (KOSPI) at 5,800 to 6,250 points and believes the index is likely to rebound to the low to mid-7,000s following a sharp price correction, followed by stabilization in the growth rates of cloud revenue and capital expenditure plans among major U.S. tech companies.
Kim Byung-yeon noted that attention should be focused on the absolute level of semiconductor export value rather than export growth rates. The firm estimates that the semiconductor industry’s net profit will rise from 217 trillion won last year to 759 trillion won this year and 1,019 trillion won next year, with a 34% growth rate in net profit next year.
01:35
South Korea's per capita GDP is expected to reach $39,000 this year
Svmuu News: According to a report by Yonhap News Agency, South Korea’s per capita GDP is expected to rise significantly this year, driven by increased exports during the semiconductor peak season. Based on data released on the 19th by the Ministry of Economy and Finance, the Bank of Korea, and the National Statistical Office, South Korea’s per capita GDP is projected to reach $39,164 this year, an increase of $2,750 year-over-year, representing a 7.6% rise—the highest growth rate in nearly five years since 2021 (11.5%). (Jin Shi)
01:30
Svmuu Noon News
1. The CEO of Circle, who emphasizes “long-term stock prices,” has sold shares worth over $30 million and has never increased his position;
2. China Software International: Signed a token revenue-sharing and joint innovation cooperation agreement with Dark Side of the Moon;
3. Concerns over leveraged AI bets intensify; South Korean stocks plunge 5%;
4. Databricks plans to raise funds at a $188 billion valuation, with Coatue leading the round;
5. Blockworks: There are currently approximately 250 active liquidity funds in the industry;
6. Coinbase CEO: AI may attract Bitcoin mining energy in the long term, but the core driver of BTC prices remains inflation expectations;
7. With an unrealized loss of $367,000, Zhipu’s largest long position—a 10x isolated margin long—continues to be averaged down;
8. The “U.S. Stock Trading Guru,” whose account has drawn down 49.4% and once achieved a 4,502.45% return over 26 years, discloses the drawdown percentage.
01:30
Follow-up on the North Korean hacker who infiltrated the MetaMask team: The hacker’s identity had already been made public in September 2025, but he still managed to bypass background checks and join MetaMask as a contractor this past March.
Svmuu News: According to a post by DeFi researcher @Zun2025 on X, “MetaMask hired a hacker linked to the DPRK as a developer without even conducting a proper background check—they could have uncovered his identity.”
The hacker’s GitHub account is imyugioh, and he has been publicly listed on the Lazarus Group website since September 2025, yet MetaMask still hired him in March 2026. Source: lazarus.group/team/mauro-liu. Just imagine—one of the largest wallets actually granted access to its core code repository to someone who had long been publicly listed as a DPRK hacker. Now think about what could happen to small protocols that have absolutely no security teams at all.”
In a previous report, a North Korean hacker named Tyler Knapp infiltrated the MetaMask team. He entered MetaMask through an outsourced HR vendor with whom the company had a long-standing partnership, bypassing the background checks required for direct hiring. He worked at the company for one month and participated in the development of the wallet’s fiat deposit and withdrawal features. During this period, he was detected by the company’s security monitoring due to abnormal IP activity and behavior. The company immediately revoked all his access privileges and suspended all product releases he had worked on. No substantial data or financial losses have occurred so far.
01:28
Pump.fun Earns $890,000 in 24 Hours, Surpassing Tron and Hyperliquid
Svmuu News: According to SolanaFloor’s monitoring, the meme coin issuance platform Pump.fun generated $893,000 in revenue over the past 24 hours, surpassing Tron ($664,000) and Hyperliquid ($607,000).
Pump.fun Earns $890,000 in 24 Hours, Surpassing Tron and Hyperliquid
01:22
Yonhap News Agency: South Korea's per capita GDP is expected to reach $39,000 this year
Svmuu News: Thanks to increased exports driven by the semiconductor industry’s peak season, South Korea’s per capita GDP is expected to rise significantly this year. According to data released on the 19th by South Korea’s Ministry of Economy and Finance, the Bank of Korea, and the National Statistical Office, the country’s per capita GDP is projected to reach $39,164 this year—an increase of $2,750, or 7.6%, compared to the previous year. This marks the highest growth rate in nearly five years, since 2021 (11.5%). (Yonhap News)
01:08
A whale with a profit of $554,400 and a long position of $107 million in BTC reduced its position by 40% and placed a break-even sell order.
Svmuu News: According to Hyperinsight’s monitoring, the largest long position holder—who previously held BTC long positions worth $107 million—has begun reducing their position to lock in profits and has placed break-even stop-loss orders for the remaining positions at a price close to their entry cost. Over the past hour, the trader sold a cumulative total of 903.4 BTC through 10 limit sell orders, with a total transaction value of approximately $58.424 million and an average price of about $64,666.1, realizing a profit of $554,400; Due to minor position increases during this period, the net reduction was 668.2 BTC. As of this writing, the whale still holds 994.2 BTC in long positions, with a position value of approximately $64,195,000, an average entry price of $64,052, and an unrealized profit of $510,000; The liquidation price has dropped to $61,604.3. The whale has set stop-loss orders for all remaining long positions, which will trigger break-even liquidation if BTC falls below $64,050.
01:04
China Software International Rises More Than 20% in Afternoon Trading
Svmuu News: According to data from MSX.COM, China Software International (00354.HK) rose more than 20% in the afternoon session.
Earlier reports indicated that China Software International and Beijing Dark Side of the Moon Technology Co., Ltd. had formally signed a cooperation agreement on token revenue sharing and joint innovation for the “Moon Landing Project.”
00:59
The SK Hynix 2x Long ETF has fallen about 70% from its high
Svmuu News: South Korean retail investors who made leveraged bets on AI have suffered massive losses following a sharp market reversal, exposing the risks associated with the speculative trading frenzy. Investors holding single-stock leveraged ETFs linked to Samsung Electronics and SK Hynix have suffered particularly heavy losses. According to data from KB Financial Group, since the launch of single-stock leveraged ETFs on May 27, South Korean retail investors have made net purchases totaling 14 trillion won (approximately $9.4 billion), while foreign investors have purchased about 2 trillion won worth of these funds. Currently, the situation is not looking good for them. According to LSEG data, the KODEX SK Hynix Leveraged ETF—which doubles the return on SK Hynix’s stock price—has fallen about 70% from its June high and has declined by about 50% since its launch.
One investor wrote on a South Korean online trading forum: “I wish I could go back to before I started investing in stocks. Give me my money back.” (CNBC)

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