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7/26
00:05
South Korean Retail Investors Rush to Buy Single-Stock Leveraged ETFs for Samsung and SK Hynix Ahead of Tighter Regulations
Svmuu News: Data shows that South Korean retail investors made massive purchases of 14 single-stock leveraged ETFs on the 24th, with the total value of purchases on that single day reaching approximately 450 billion won. Prior to this, South Korean retail investors had recorded cumulative net sales of about 500 billion won over three consecutive days. According to data from the Korea Exchange and Koscom Check, as of July 26, retail investors had net sold 14 single-stock leveraged products for three consecutive days from July 21 to 23, with a cumulative net selling amount of 547,171.38 million won. This trend reversed completely on July 24. In just one day, retail investors made net purchases of seven single-stock leveraged products for Samsung Electronics, with a net purchase amount of 103,895.9 million won; At the same time, they also made net purchases of seven single-stock leveraged products for SK Hynix, with a net purchase amount of 350.02688 billion won.
It is worth noting that these net purchases occurred on “Black Friday,” when the KOSPI index fell by more than 5%, and both Samsung Electronics and SK Hynix closed down 7% to 8%. As a result, single-stock leveraged ETFs tracking these two companies also plummeted by 15% to 16%. Analysts believe that the sharp decline in the prices of single-stock leveraged ETFs attracted some investors to buy on the dip. In addition, as new regulations raising minimum margin requirements are set to take effect on the 31st, some retail investors may have sought to increase their positions by “averaging down” before the tighter regulations took effect, thereby driving demand for these products. (Jin Shi)
7/25
23:56
SK Hynix's Second-Quarter Profit May Hit a Record High; Combined Profits of South Korea's Two Leading Memory Makers Expected to Exceed 150 Trillion Won
Svmuu News: SK Hynix is set to announce its second-quarter earnings on the 29th. Following Samsung Electronics, SK Hynix is also expected to post a record profit for the second quarter of this year. According to reports released over the past month by 14 securities firms and compiled by the South Korean financial information agency Yonhap Infomax, SK Hynix’s second-quarter revenue and operating profit are projected to be 84.0597 trillion won and 64.0899 trillion won, respectively. The projected second-quarter operating profit is approximately 17 trillion won higher than the 47.2 trillion won in operating profit recorded for the entire previous year. Combined with the 37.6103 trillion won in operating profit from the first quarter of this year, SK Hynix’s operating profit for the first half of the year alone will exceed 100 trillion won.
Earlier this month, Samsung Electronics also released preliminary earnings results, with its DS division posting a strong performance and an operating profit of 89.4 trillion won. If SK Hynix’s results meet market expectations, the combined operating profit of the two companies for the second quarter will exceed 150 trillion won. (Jin Shi)
23:48
Jensen Huang: China Is Destined to Produce Outstanding AI Technology
Svmuu News: Huang Renxun spoke about the U.S.-China AI competition in an interview with foreign media on July 25. He stated that outstanding talent will always find excellent solutions, and that China is bound to produce exceptional AI technology; therefore, we should continue to learn from them and collaborate with them. (The Paper)
23:35
Ten publicly traded companies collectively hold more than 1 million BTC, with Strategy's holdings valued at approximately $58 billion.
Svmuu News: As of July 25, 2026, 10 publicly traded companies collectively hold over 1 million BTC.Strategy holds 843,775 BTC, valued at approximately $58 billion at current prices, and remains the world’s largest corporate holder of Bitcoin.
On the list, Twenty One Capital holds 43,514 BTC,Metaplanet holds 43,000 BTC, Mara Holdings holds 36,303 BTC, Bullish holds 24,300 BTC, and Strive holds 19,921 BTC. SpaceX holds 18,712 BTC, Coinbase Global holds 16,492 BTC, Riot Platforms holds 15,680 BTC, and Cleanspark holds 13,924 BTC.SpaceX went public on June 12, 2026, on the Nasdaq, raising approximately $85.7 billion in its IPO.
Since the start of 2026, Riot Platforms’ stock price has risen 73%, Cleanspark’s has risen 39%, and Mara Holdings’ has risen 31%.During the same period, Strategy fell 40%, Metaplanet fell 49%, Twenty One Capital fell 48%, and Coinbase Global fell 31%.
23:28
NVIDIAThe number of signatories to the open letter on the “Open Weighting Model” has doubled to 50, with Google, and others joining
Svmuu News: On July 24, NVIDIA CEO Jensen Huang posted on social media, sharing a letter titled “Open Weights and U.S. AI Leadership” that calls for advancing the development of open-weight AI models.The letter Huang originally posted included 25 signatories. Today, the number of signatories has doubled to 50.
OpenAI is one of the 25 newly added organizations; others include Google, AMD, Cisco, Cloudflare, GitHub, Block, and Ollama. However, Anthropic and Amazon have never appeared on any version of the list, and the absence of these two companies is the most notable detail in the list. (Jin Shi)
NVIDIAThe number of signatories to the open letter on the “Open Weighting Model” has doubled to 50, with Google, and others joining
23:24
SHIB rose more than 26% intraday, hitting a high of $0.00000113
Svmuu News: According to OKX market data, SHIB has risen more than 26% intraday, reaching a high of $0.00000113, and is currently trading at $0.00000532.
23:23
With an unrealized profit of approximately $502,000, a certain "whale" shorted 2.1 million tokens CXMT
Svmuu News: According to Lookonchain’s monitoring, a whale has established a short position of 2.1 million CXMT tokens, worth $13.04 million, with a current floating profit of approximately $502,000.This whale also has $4.32 million worth of limit sell orders for CXMT pending execution, with a current liquidation price of $13.45.
23:13
On August 1, SUI will unlock tokens worth $9.76 million
Svmuu News: Onchain Lens posted on X stating that SUI has fallen 82.8% from its all-time high set about a year ago, and tokens worth $9.76 million will be unlocked on August 1. A total of 13.72 million SUI will be released, including 7.65 million for early contributors, 4 million for the community reserve, and 2.07 million for the Mysten Labs Treasury. Over the past 30 days, 22.6 million tokens—worth approximately $16.1 million—have been unlocked across four separate events. The total vesting schedule is now 40.6% complete. The largest allocation buckets are “Others” at 52.2%, “Community” at 26.0%, and “Private Investors” at 14.1%. The current price is $0.7136.
23:06
Cathie Wood: Tesla, and SpaceX are her top AI picks
Svmuu News: Cathie Wood, founder of ARK Invest, said in an interview that Tesla (TSLA) and SpaceX (SPCX) are the AI stocks she is most bullish on, noting that investors have underestimated the business opportunities for both companies in areas such as robotaxis, the Optimus humanoid robot, cutting-edge AI models, and orbital data centers.She noted that these sectors all present “trillions of dollars in opportunities.” (Coin Bureau)
22:45
Measures are being taken to crack down on fake content and traffic manipulation; content on the Binance’s main page will be demoted and receive less recommended traffic.
According to a report by Svmuu (Binance), the platform announced that it will crack down on accounts with no holdings or trading data that issue trading signals, induce interactions, inflate traffic, or post low-quality or false content. Such content will be demoted, resulting in a reduction in recommended traffic in the short term; repeat offenders will see their account health affected, and may experience virtually no traffic in the long term.
22:36
Bankr Developers Question Whether X Has Backend Security Vulnerabilities or Internal Risks: Attackers Can Still Post Even After the Team Is Locked Out
Svmuu News: "deployer," the developer of the AI agent toolkit Bankr, has posted again on X regarding the compromise of Bankr’s X account. He believes there are two possible scenarios behind the incident: first, an undiscovered critical security vulnerability in X’s backend system; second, the involvement of an insider.
deployer stated that Bankr had previously enabled Passkey, but when the team attempted to log in, they were redirected to the suspended account appeal page; meanwhile, the attacker was still able to log in and post malicious links even after the team had lost access to the account. Furthermore, the team began receiving 503 errors from the X API, yet the attackers were still able to post normally. They questioned why the attackers retained full access while the team’s access was restricted.
deployer also noted that several high-profile X accounts—including those of the Robinhood CEO and the official SpaceX account—had recently been compromised, with some reportedly having MFA enabled as well, and called on the X team to investigate the matter and provide an explanation.
22:35
Eight malware-infected games compromised approximately 8,000 devices, and assets totaling at least $220,000 were transferred from 80 crypto wallets
Svmuu News: U.S. federal investigators allege that eight downloadable games infected with malware compromised approximately 8,000 devices, allowing attackers to access about 80 cryptocurrency wallets and transfer at least $220,000 in digital assets. The FBI is continuing its investigation and searching for potential victims.
According to the criminal complaint, the operation ran from May 2024 through February 2026. Zyaire Dontaevious Zamarion Wilkins, a 21-year-old resident of North Lauderdale, Florida, is accused of providing financial support for the malware operation and assisting in promoting related activities.
Court documents indicate that the malware collected passwords, wallet credentials, browser data, and other sensitive information after users installed the games. Investigators stated that Discord, Telegram, X, and LinkedIn were used to promote these games, and automated bots also searched online communities for users holding large amounts of cryptocurrency.
The FBI is gathering information on individuals who have downloaded BlockBlasters, Chemia, Dashverse/DashFPS, Lampy, Lunara, PirateFi, Tokenova, or other related games. Wilkins currently faces one count of conspiracy to obtain computer information for private economic gain, which carries a maximum sentence of 10 years in prison.
22:29
When BIP-110 is activated, the signal will be more than 51 percentage points below the 55% threshold.
Svmuu News: Galaxy’s Head of Research posted on X, stating that based on the current growth rate, even if the recent acceleration continues, the BIP-110 signal will still be more than 51 percentage points below the mandatory 55% threshold by the time the block is activated.
22:19
BitMart will gradually cease operations of its trading platform and officially shut down on January 31 of next year.
Svmuu News: BitMart announced on X that, after carefully evaluating the company’s operational status, market conditions, and future strategic direction, it has decided to wind down operations of its trading platform in an orderly manner. New registrations, deposits, and new trade orders will be suspended starting at 01:30 UTC on July 26, 2026; all trading services will cease at 01:00 UTC on August 26, 2026; platform operations will officially cease on January 31, 2027, at 15:59 UTC. Withdrawal services will remain available.
BitMart also advised all users to close their positions, complete KYC verification, and withdraw their assets as soon as possible.
22:07
Binance Conduct monthly simulated phishing attack tests on employees; those who fail repeatedly may be dismissed.
Svmuu News: Jimmy Su, Chief Security Officer at Binance, stated that Binance regularly conducts security habits tests for its employees. The internal red team launches simulated phishing attacks each month to assess whether security habits have improved; those who fail the test will undergo remedial training.
Jimmy Su noted that Binance has been conducting these simulated attacks for three to four years. While employees’ security habits were initially lacking, the company as a whole has now shown significant improvement. Test results are factored into employee performance evaluations, and those who repeatedly fail the simulated phishing attacks will see their ratings negatively impacted.
He noted that serious and repeated failures to pass the tests could result in an employee’s rating being lowered to the minimum level and could lead to termination. Simulation scenarios include the Red Team posing as recruiters or offering free conference invitations to collect personal information and test employees’ reactions.
22:01
CXMT Set to list on the STAR Market tomorrow, the market is watching to see if it can become the company with the highest market capitalization on the A-share market.
Svmuu News: CXMT (CXMT) is set to list on the Shanghai STAR Market. The IPO is expected to raise 66.6 billion yuan (approximately $9.8 billion), with an initial valuation of about 580 billion yuan.The online portion of the offering was oversubscribed by 212 times, with individual investors submitting approximately 9.4 million subscription orders totaling 7.07 trillion yuan.
Bloomberg reports that, based on the offering price, CXMT’s price-to-book ratio is approximately 2.4 times, representing a discount of about 56% compared to the average of global DRAM peers such as SK Hynix, Micron, and Nanya Technology.Hyperliquid perpetual contracts linked to CXMT’s expected share price were trading at approximately $6.38 last Friday—about five times the IPO price—corresponding to an implied valuation of approximately $428 billion.If the stock rises by approximately 330% from the offering price on its first trading day, CXMT’s market capitalization would surpass that of Industrial and Commercial Bank of China (ICBC)—approximately 2.6 trillion yuan—making it the highest-valued listed company on the A-share market.
Selling institutions have even more optimistic expectations. Huaxi Securities estimates that, based on a valuation of 40 times 2026 earnings, CXMT’s market capitalization could reach 5 trillion yuan;The firm forecasts that the company’s revenue will grow from 277.7 billion yuan this year to 572.7 billion yuan in 2028, with net profit reaching 290 billion yuan.
21:51
Unrealized gains of $563,000; CXMT's top short seller holds $12.78 million CXMT 1x short position
Svmuu News: According to monitoring by on-chain analyst "Aunt Ai," CXMT's top short seller added 2 million USDC in margin to Hyperliquid two hours ago to increase their TWAP limit sell orders;Currently, they hold a $2.072 million CXMT 1x short position, valued at $12.78 million, with an entry price of $6.4434 and a current unrealized profit of $563,000.In addition, there are still 435,677.8 USDC limit sell orders at $6.11 that have not been filled, valued at $2.66 million.
21:46
Bankr Developer: Bankr X accounts have been compromised; users must enable MFA in their Bankr accounts
Svmuu News: "deployer," the developer of the AI agent toolkit Bankr, posted on X to remind all Bankr users that they should enable multi-factor authentication (MFA) within their Bankr accounts; enabling MFA only on X or other social media login accounts is not sufficient to ensure the security of their account funds.
Previously, deployer posted on X stating that the Bankr X account had been compromised and used to publish fraudulent airdrop links, despite the account having been protected by a device-based passkey. deployer stated that they have requested X to remove the relevant fraudulent posts and are assisting with the investigation into the cause of the account compromise.
21:39
With an unrealized loss of $113,000, Arthur Hayes has accumulated a total of 3,914.84 ETH since July 15.
Svmuu News: According to on-chain analyst Ai, Arthur Hayes received 644.723 ETH from FalconX 8 hours ago, an amount matching the USDC deposited 3 days ago, which is most likely a purchase; Since July 15, he has cumulatively purchased 3,914.84 ETH through major market makers and exchanges at an average price of $1,908.86, resulting in a current loss of $113,000.
21:35
The U.S. Secret Service Recovered Over $25 Million in Cryptocurrency Through Five Investigations
Svmuu News: On July 21, the U.S. Attorney’s Office for the District of Columbia and the U.S. Secret Service’s Washington Field Office announced that multiple investigations by the Cyber Fraud Task Force have seized more than $25 million in cryptocurrency, with the assets linked to international fraud schemes targeting residents of the United States and Canada.
The U.S. Attorney for the District of Columbia has filed five civil forfeiture complaints seeking the forfeiture of the recovered cryptocurrency. Investigators have identified multiple money-laundering networks and thousands of victims worldwide; the largest complaint involves a romance scam affecting over 200 victims, with losses totaling approximately $12.1 million.
Another complaint involves a network of suspicious cryptocurrency wallets reported to the U.S. Secret Service by Canadian authorities, involving approximately $10.4 million. Agents traced more than 270 suspected victim transactions linked to fraudulent investment platforms; these two cases account for approximately 85% of the assets covered by the five civil forfeiture complaints.
The remaining cases involve blocked withdrawals, fraudulent investment accounts, and recovery fraud. Investigators stated that most suspected money launderers are located in Southeast Asia and identified IP addresses linked to China, Malaysia, and Cambodia; the five investigations are still ongoing.

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