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7/23
22:38
Svmuu News: [email protected], a macro researcher at Greeks.live, posted on X that data on the July 24 options expiration shows 19,000 BTC options expired, with a put-call ratio of 0.89,with the largest pain point at $64,500 and a notional value of $1.2 billion; 125,000 ETH options expired, with a put-call ratio of 1.25, a largest pain point at $1,875, and a notional value of $230 million.
BitcoinThe price briefly broke through $66,000 this week, but the rally has been challenging; the range between $80,000 and $65,000 represents a zone of heavy trading volume from the rally earlier this year. He noted that the key factor remains observing when capital will flow into the crypto sector.In the U.S. stock market, SpaceX continued to fall sharply, while the storage sector experienced significant volatility.
Looking at key options data, 4% of options expired this week, with various expiration metrics showing virtually no change from last week. The market remained choppy with limited volatility, offering few trading opportunities, and overall implied volatility (IV) retreated to the 35% level.BTC’s GEX distribution is concentrated around $65,000 and $72,000, while ETH’s GEX distribution is concentrated between $1,900 and $2,200. The distribution is more dispersed than last week, and in the past two weeks, a growing number of traders have begun using shallow out-of-the-money options to attempt to buy the dip.
This week, ETH’s Put-Call Ratio fell to 1.29, but the proportion of put options has remained above 1 for six consecutive weeks—the longest such streak on record. This indicates strong market demand for put options, while traders selling puts to buy the dip are also willing to participate.Cryptocurrencies have endured an eight-month bear market with few trading opportunities; from a cyclical perspective, some rebound is expected in the second half of the year.
22:34
Svmuu News: According to Lookonchain’s monitoring, Machi (@machibigbrother, 0x020...872) has suffered another liquidation. To raise more funds for his ETH long position, he sold Bored Ape 6801 for 8.61 ETH two hours ago; He had purchased this NFT three years ago for 23.5 ETH; the sale resulted in a loss of 14.89 ETH, or approximately $28,000.
22:31
Svmuu News: Hayden, the founder of Uniswap, posted on X that 12 different Robinhood tokenized stocks currently have daily trading volumes exceeding $500,000 on Uniswap.
All 12 of Robinhood’s tokenized stocks have daily trading volumes exceeding $500,000 on Uniswap
22:30
Svmuu News: According to on-chain analyst Yu Jin, the MakerDAO founding team/investor address (claim address 0x74B... F0E; selling address 0xE26...7dc) sold 1,050 MKR—held for 10 years—20 minutes ago, exchanging them for 1.316 million USDC and transferring the funds to Kraken. This address claimed 1,050 MKR in April 2016; since then, with the exception of the MKR token upgrade and migration in 2018, the MKR has remained untouched.
22:29
Svmuu News: Matt Kalish, CEO of HARDSCOPE and co-founder of DraftKings, posted on X, using the sudden departure of Kalshi’s CFO as an opportunity to satirize and question the company’s $22 billion valuation and financial credibility: “ “We often see CFOs at ‘$22 billion rocket’ companies walk away from life-changing equity stakes right before an IPO, without any explanation.” He added: “Everything is normal, the numbers are real—just focus on Polymarket and stop staring at us.”
22:27
Svmuu News: The Korea Exchange has activated the mechanism to suspend algorithmic trading for the KOSPI index. (Jin Shi)
22:23
Svmuu News: Regarding reports that “SpaceX will stop accepting commercial orders for the Falcon 9,” Futurum Equities’ chief market strategist wrote that if “Starship” has not successfully achieved commercialization by 2028, this shift could create a significant gap in rocket launch capacity, potentially benefiting second-tier launch service providers such as Rocket Lab (RKLB).
According to reports this morning, sources familiar with the matter revealed that SpaceX has begun turning down exclusive commercial launch orders for the Falcon 9 scheduled for after 2028 and has suspended new bookings for its Falcon 9 rideshare program to accelerate the transition to Starship.
22:20
Svmuu News, July 24: According to data from SoSoValue, the crypto market saw widespread declines across the board, but the NFT sector bucked the trend, rising 6.34%. Among them, Audiera (BEAT) rose 17.64%, and ApeCoin (APE) rose 1.99%.Meanwhile, Bitcoin (BTC) fell 1.13% to around $65,000, while Ethereum (ETH) dropped 2.79%, falling below $1,900.
In other sectors, the CeFi sector fell 0.43% over the past 24 hours, with NEXO (NEXO) down 1.99%; the Layer 1 sector fell 1.22%, with Avalanche (AVAX) down 1.85%;the PayFi sector fell 2.09%, with Telcoin (TEL) down 2.90%; the DeFi sector fell 2.12%, with Sky (SKY) down 10.07%;The Layer 2 sector fell 2.88%, with Arbitrum (ARB) down 4.97%; the Meme sector fell 3.39%, but Binance Life (Binance Life) surged 9.53% during intraday trading.
Crypto sector indices tracking historical sector performance showed that the ssiMeme, ssiRWA, and ssiLayer2 indices fell by 4.05%, 3.12%, and 3.07%, respectively.
While the crypto market saw widespread declines, the NFT sector bucked the trend and rose 6.34%
22:14
Svmuu News: According to sources familiar with the matter, SpaceX has begun turning down orders for dedicated Falcon 9 commercial launches scheduled for after 2028 and has suspended new bookings for its Falcon 9 rideshare program in order to accelerate the transition to Starship.
In addition, SpaceX has stopped producing certain non-reusable components for the Falcon series, but is expected to continue using the Falcon 9 to carry out launch missions for the U.S. Department of Defense and NASA. Sources indicated that if Starhip’s future development does not progress as expected, related plans may still be adjusted. (Bloomberg)
22:10
Svmuu News: AMD announced at the Advancing AI conference that its next-generation AI rack system, Helios, has entered full-scale production and will begin shipping in the third quarter of 2026, with production gradually ramping up in the fourth quarter.
In a previous announcement, AMD officially launched Helios, its first AI-focused rack system, which is viewed as a key product for AMD to compete with NVIDIA’s Grace Blackwell and Vera Rubin AI systems.
22:04
Svmuu News: According to data from MSX.COM, some AI-related stocks on the Hong Kong stock market are showing strength, with Zhipu (02513.HK) rising more than 10%.
21:59
Svmuu News: According to data from MSX.COM, Hong Kong-listed chip stocks rebounded, with Lanchi Technology (06809.HK) rising more than 5%, and Tianshu Smart Chip (09903.HK) and SMIC (00981.HK) both gaining more than 3%. while Huahong Grinmi (01347.HK), ASMPT (00522.HK), Biren Technology (06082.HK), and GigaDevice (03986.HK) also followed suit.
21:58
Svmuu News: This morning, two addresses believed to be associated with Paradigm unstaked 2.92 million HYPE (approximately $171 million).
Eric Conner, a former core developer at Ethereum and angel investor, commented on the matter: “Everyone assumed this was a sell-off, but it’s more likely that this is ETF seeding.”Custodians need tokens with liquidity, and staked HYPE cannot be used. Back in April, they had already unstaked $88 million worth of tokens, and on the very same day, Grayscale updated its S-1 filing and switched its custodian to Anchorage.”
21:57
Svmuu News: SpaceX had originally planned to conduct the 13th test flight of Starship on July 23, but due to weather conditions, the company announced on X that the flight would be postponed to July 24.
According to previous reports, SpaceX made its first attempt at Starship’s 13th test flight on July 17, but the flight was aborted when some Raptor engines failed to ignite as expected, triggering the automatic launch abort sequence.
21:54
Svmuu News: According to sources familiar with the matter, AI robotics startup Genesis AI is in talks with investors for a new round of funding, aiming to raise approximately $500 million at a pre-money valuation of about $3 billion. Existing investor Premji Invest is in talks to lead the round, while HSG (formerly Sequoia China) and Northzone Ventures are also discussing follow-on investments.
In June of this year, Genesis AI unveiled an AI industrial robot named Eno. The company stated that Eno is capable of reasoning “beyond predefined tasks” and adapting based on different outcomes. (Bloomberg)
21:53
Svmuu News: According to monitoring by on-chain analyst Ai, with 3 days remaining until the CXMT’s listing, a certain address has become the top position on Hyperliquid’s “Fault Line,” currently holding $7.88 million worth of short positions in CXMT.The average entry price for this address’s 1.23 million CXMT short positions was $6.615, corresponding to 44.85 yuan, with a market value of 3 trillion yuan;Currently, only 34.39% of the 420,000- limit sell order placed at $6.4284 has been filled; if the entire order is filled, the total position value will reach $9.65 million.
21:49
Svmuu News: According to Gate data, WTI crude oil futures extended their losses to 1%, trading at $91.265 per barrel. Brent crude oil futures also extended their losses to 1%, trading at $93.317 per barrel.
21:47
Svmuu News: George Cottrell’s account on Polymarket received two deposits of unknown origin in October 2024, totaling approximately $9 million.of which $7 million came from an OKX exchange wallet and $1.83 million from a ChangeNOW wallet. The funds were almost immediately used to bet on Donald Trump winning the U.S. presidential election, after which approximately $13 million in profits were withdrawn.Cottrell was previously convicted in 2017 of wire fraud involving the laundering of proceeds from drug trafficking.
21:47
Svmuu News: The White House is monitoring the incident involving OpenAI’s runaway AI, after its agent breached restrictions and hacked into Hugging Face. Lawmakers have proposed the “AI Kill Switch Act,” which would allow the federal government to suspend or shut down the operation of AI models. (Cointelegraph)
21:42
Svmuu News: According to monitoring by Aunt Ai, the whale has temporarily increased its long position in “Set Ten Major Goals” to 2,933.63 BTC, with an entry price of $64,940.14, bringing the total position value to $190 million, with an unrealized profit of $209,000.
In a previous post on X, the whale “Set Ten Major Goals First” explained that the reason he immediately switched from short to long positions after closing his short positions was that his medium- to long-term “bullish view on BTC” remains unchanged. He mentioned that $60,000 was a key threshold during the last bull market and is also the cost support level he is focusing on in this cycle.

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