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7/26
02:06
The Iranian military says it is prepared for any potential airstrikes or ground operations
Svmuu News: On the 26th local time, Iranian Armed Forces Spokesperson Shekarchi stated that the current situation facing the United States is chaotic and unfavorable to it, and that the U.S. has “failed to achieve its stated objectives” both in the Strait of Hormuz and in its efforts to weaken Iran. Shekarchi said the U.S. is currently seeking a new strategy and has not ruled out the possibility of withdrawing from the conflict, but this “will depend on whether Israel agrees.”
He also indicated that, with Israeli Prime Minister Netanyahu’s visit to the U.S., Iran may face scenarios such as airstrikes or ground military operations in the future. However, in the event of a ground war, the U.S. “would face greater vulnerability.” Shekarchi emphasized that Iran is fully prepared for all possible scenarios. (CCTV)
01:48
SHIB rose more than 35% intraday, hitting a high of $0.00000574
Svmuu News: According to OKX market data, SHIB has fallen more than 35% intraday, reaching a high of $0.00000574.
01:40
Iran and Oman Hold Multiple Rounds of Consultations on the Strait of Hormuz
Svmuu News: Today (July 26), Iranian Foreign Ministry Spokesperson Baghaei stated that Iran and Oman held multiple rounds of talks at the deputy foreign minister level in Tehran on July 24 and 25. Based on respect for the sovereign rights of Iran and Oman, the two coastal states, the two sides engaged in an in-depth exchange of views on the common principles and specific operational mechanisms for ensuring the safe passage of vessels through the Strait of Hormuz. Baghaei noted that the talks were productive and yielded some progress.
The Omani delegation departed Tehran on the afternoon of the 25th, but the two sides will continue consultations at both the technical and political levels. Additionally, Baghaei stated that the current situation regarding the passage of vessels through the Strait of Hormuz remains unchanged. (CCTV International News)
01:39
El Salvador Received $35.4 Million in Crypto Remittances in the First Half of the Year, Accounting for 0.7% of the Over $5 Billion Remittance Market
Svmuu News: According to data from the Central Bank of El Salvador, the country received more than $5 billion in remittances from abroad in the first half of 2026, of which only $35.4 million was settled via cryptocurrency channels, accounting for approximately 0.7% of the total remittance volume.Although this represents a 39.1% increase from the $25.4 million recorded during the same period in 2025, cryptocurrency has yet to become the primary method of remittance in El Salvador. Currently, banks and traditional money transfer companies still account for over 84% of the market share.
Since El Salvador passed the “Bitcoin” Act in 2021, the government has hoped to reduce cross-border remittance costs through cryptocurrency payment tools such as the Chivo Wallet; however, data shows that the penetration of digital assets in actual remittance scenarios remains limited.
El Salvador passed the “” Act in 2021, designating “Bitcoin” as legal tender. The government-backed Chivo Wallet is gradually ceasing operations in accordance with a credit agreement with the International Monetary Fund (IMF).
01:29
Svmuu Noon News
1.CXMTis set to list on the STAR Market tomorrow, and the market is watching to see if it can become the company with the highest market capitalization on the A-share market;
2. BitMart will gradually cease operations, halting all trading services on August 26;
3. SK Hynix’s second-quarter profit may hit a record high, with the combined profits of South Korea’s two major memory chipmakers expected to exceed 150 trillion won;
4. The number of signatories to the open letter regarding the “NVIDIA‘Open Weighting Model” open letter now has twice as many signatories—50 in total—with Google, and others joining;
5. On August 1, SUI will unlock tokens worth $9.76 million;
6. Samsung’s Lee Jae-yong is reportedly in talks with OpenAI regarding cooperation in the AI and semiconductor sectors;
7. Jensen Huang: China is destined to produce outstanding AI technology;
8. With an unrealized loss of $113,000, Arthur Hayes has accumulated a total of 3,914.84 ETH since July 15.
01:26
U.S. Media: The U.S. Appears to Have Suspended Military Operations Against Iran
Svmuu News: A U.S. Department of Defense source told CNN that operations related to Iran are currently on “hold”; previously, the U.S. had carried out strikes against Iran for 13 consecutive nights, but such military operations now appear to have been suspended. U.S. Central Command did not announce any new round of strikes against Iran on Friday or Saturday. It remains unclear whether this means U.S. forces have not taken military action against Iran over the past two days. (Jin Shi)
01:02
Samsung's Lee Jae-yong is reportedly in talks with OpenAI regarding potential cooperation in the fields of AI and semiconductors
Svmuu News: Samsung Electronics Chairman Lee Jae-yong met with OpenAI founder Sam Altman at OpenAI’s headquarters in San Francisco to discuss collaboration plans in the fields of artificial intelligence and semiconductors. OpenAI announced on the 26th that Lee Jae-yong and Altman held talks at its San Francisco headquarters on the morning of the 25th (local time). OpenAI did not disclose the specific details or topics of the discussions, but industry observers believe the two sides likely discussed deepening cooperation on AI infrastructure, including high-bandwidth memory, dynamic random-access memory (DRAM), and advanced wafer foundry services. The two sides may also have explored Samsung’s digital transformation plans for implementing generative AI across its entire business portfolio. (Jin Shi)
00:59
Analysis: Nearing historic highs, the total market capitalization of global stock markets has reached 137% of global GDP
Svmuu News: The Kobeissi Letter posted on X, stating that the total market capitalization of global stocks has now reached 137% of global GDP, approaching historic highs. This ratio has risen by approximately 40 percentage points since April 2025, reaching the peak level seen during the 2021 meme stock craze; by comparison, the peak ratio prior to the 2008 financial crisis was approximately 120%.
Meanwhile, the total market capitalization of global stock markets rose to a record 166 trillion dollars this month. Of this, the U.S. stock market’s total market capitalization stands at approximately 77 trillion dollars, accounting for about 46% of the global total. Analysts believe that the AI boom has been one of the key drivers behind the expansion of global stock market capitalization in recent years.
Analysis: Nearing historic highs, the total market capitalization of global stock markets has reached 137% of global GDP
00:45
Unrealized gains of $618,000; CXMT’s largest short seller continues to increase its position
Svmuu News: According to Onchain Lens monitoring, CXMT’s largest short seller deposited a total of 10 million USDC into Hyperliquid in two separate transactions and set up TWAP orders to continue increasing their short position in CXMT (CXMT).Currently, this address holds 2.128 million CXMT short positions, valued at approximately $13.1 million, with unrealized profits of about $618,000 and cumulative historical profits of approximately $792,800.
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.

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