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6/12
08:56
Svmuureported that according to Arkham monitoring, ahead of the SpaceX (SPCX) launch, $276 million in capital had already been wagered on its price direction.
On the long side, one address (0x9cc) went long $33.8 million; another address (0x4e2) went long $6.4 million; an address (0x932, linked to "bd420") went long $4.1 million; address (0xf47) went long $3.2 million; qianbaidu.eth went long $2.1 million.
On the short side, one address (0x051, purported to be Dunamis Trading) went short $7.9 million; address (0x012, linked to "wenyu888888") went short $6.7 million; address (0x69c) went short $6.6 million; VBVIT on Poly/HL went short $6.3 million; address (0x60a) went short $6.0 million.
08:50
Svmuu News: According to informed sources cited by Iran's Fars News Agency, Iran's internal review and decision-making processes have not yet been completed. Claims that an agreement will be signed in Geneva on Sunday are completely fabricated. (Jin Shi)
08:39
Svmuu reports that according to on-chain analyst Yujin's monitoring, Pump (GqGc...CC52) transferred 67,000 SOL to Kraken in the past half hour, worth $4.51 million. Since the beginning of 2024, Pump is estimated to have sold a total of 4.61 million SOL in fees, worth $795 million, at an average price of approximately $172.
08:39
Svmuu reported that trader Chuanmu posted on platform X, stating that when Facebook went public, its total market cap accounted for 0.086% of the U.S. stock market. Today, when SPCX got listed, this figure stands at 0.11%, making the two quite close.
08:27
Svmuu reported on Friday that U.S. stock index futures moved higher ahead of the market open, driven primarily by optimism surrounding SpaceX's upcoming listing. Additionally, expectations of a potential temporary peace agreement in the Iran conflict also boosted market sentiment. Nasdaq stated that SpaceX will be listed on the exchange at 9:50 AM Eastern Time, with trading set to begin at 10:00 AM.
Pre-IPO derivatives trading indicates that, with retail investors flocking in, the stock's expected gain could range between 30% and 50%. Todd Sohn, Chief ETF Strategist at Strategas Securities, said stock index futures are rising due to "a combination of factors, including softer oil prices, the SpaceX frenzy, and the fact that the market is still built on strong earnings." Regarding SpaceX, he noted, "Demand has clearly surged to its peak." (Jin Shi)
08:15
Svmuu reported that according to CNN, Israeli sources have revealed that Israel is pressuring the United States to prevent the unfreezing of Iranian assets from being included as part of a ceasefire agreement. Netanyahu maintains regular communication with US President Trump, including a phone call on Thursday evening. Previously, Trump claimed that Israel was one of several countries in the Middle East that agreed to the deal. Netanyahu subsequently issued a statement saying that Trump had pledged to include the removal of Iran's enriched uranium, dismantling its nuclear program, limiting its missile development, and ending its support for proxies as part of the final agreement. Trump's public comments have focused on the enriched uranium issue; he has not mentioned missiles or proxies for weeks. The aforementioned Israeli source stated that Israel believes that even if the US and Iran sign a memorandum of understanding, a final agreement will not ultimately be reached.
08:13
Svmuu News: According to the Shanghai Stock Exchange official website, the IPO review status of Changxin Technology Group Co., Ltd. has been changed to "Registration Effective." (Jinshi)
08:00
According to Onchain Lens monitoring, a newly created wallet deposited 749,200 USDC into HyperLiquid and opened a 25x leveraged long position on 10,768 ETH, with a position value of approximately $18 million. The liquidation price for this position is $1,645.93.
07:50
SvmuuNews: Wolfgang Pustai, a defense analyst and former Austrian military official, has refuted Trump’s claim of reaching a deal with Iran "within days." Pustai stated, "Nothing said by U.S. President Trump should be taken literally. Trump’s remarks (regarding a peace deal with Iran) are part of an information warfare strategy." Pustai further noted that Trump’s statements target three groups: Republican voters, international stock and oil markets, and the Iranian government. He aims to increase pressure on Iran by issuing threatening military rhetoric and maintaining blockades. (Jinshi)
07:38
Svmuu reports that, according to Lookonchain monitoring, a wallet (0xF42...2b51) associated with Wang Chun (@satofishi) withdrew 15,740 ETH, worth $26.4 million, from Binance over the past 2 hours.
07:37
According to sources, SK Hynix is seeking a US stock listing on the Nasdaq. (Jin Shi)
07:33
According to monitoring by Cointelegraph, a trader deposited 16.6 million USDC into Hyperliquid to open a leveraged long position on SPCX, with the current position value reaching 18.5 million USD.
07:30
1. IRIB publishes framework of 7 memorandums of understanding: The Strait does not grant the US a role;
2. China Securities Regulatory Commission: Approves CXMT's IPO registration for the initial public offering;
3. Forbes: SpaceX IPO set to create 9 billionaires, including a Twitter co-founder;
4. HKMC Issuance issues HKD 12 billion in public digital bonds, setting a new global record for the highest amount to date;
5. HyperLiquid upgrades to AQAv2 mechanism: USDC balances in contract and treasury addresses maintain a 1:9 dynamic equilibrium;
6. Crude oil dips below $85, a whale opens a 20x leveraged short position with floating profit exceeding $600,000;
7. G7 official: US-Iran MOU may be signed as early as Sunday;
8. Iran's $12 billion in unfrozen assets may be settled via the stablecoin USD1.
07:25
Svmuu reported that Sharon AI Holdings, a Nasdaq-listed company, announced a six-year strategic computing cooperation agreement with NVIDIA to jointly expand AI infrastructure capabilities in Australia.
Under the agreement, the two parties will collaborate to build approximately 72MW of data center computing capacity and deploy infrastructure based on the NVIDIA DSX AI Factory architecture. The plan is to gradually scale up to 40,000 Grace Blackwell GB300 GPUs to meet the computing needs of AI startups, enterprise clients, and research institutions.
The cooperation model adopts a structure combining revenue generation with credit support: Sharon AI will be responsible for selling cloud services based on NVIDIA's computing power, while NVIDIA, upon receiving hardware and basic product revenue, will also participate in a share of cloud service revenue, forming a sustainable "usage-driven revenue model."
Sharon AI stated that this collaboration will significantly enhance its capital efficiency, enabling it to expand AI infrastructure capabilities without relying on traditional heavy-asset financing and accelerate the deployment of "sovereign AI computing power" in Australia. With this partnership, Sharon AI's total AI factory capacity will increase to 132MW, of which approximately 102MW is already contracted by clients. The company expects to deploy over 55,000 NVIDIA GPUs by mid-2027. (Businesswire)
07:06
Svmuu reports that Nasdaq has announced the SpaceX IPO will begin quoting at 9:50 AM Eastern Time.
06:50
Svmuu News: HyperLiquid has announced an upgrade to the AQAv2 mechanism. The system will use on-chain automated trading to maintain a dynamic 1:9 balance of USDC between two core addresses in each HyperEVM block, corresponding to the contract execution layer and the treasury reserve layer, respectively.
According to the mechanism design, this ratio is used for functional stratification between "high-frequency trading and liquidation liquidity" and "long-term reserves and yield pools," aiming to enhance system stability and isolate trading risks.
On the technical side, the balancing process is executed automatically by the system without manual intervention. Circle is responsible for the technical deployment, while Coinbase undertakes the treasury deployment and management.
Regarding the yield mechanism, AQAv2 stipulates that stablecoin issuers must distribute approximately 90% of their cost-adjusted reserve earnings generated within the Hyperliquid ecosystem to the protocol. Settlement occurs on a 30-day cumulative cycle, and the earnings will be automatically transferred to the Assistance Fund on the 8th day after the cycle ends.
Additionally, the mechanism includes a transition period arrangement:
1. Start of yield accrual: August 26;
2. First yield payment: October 3.
The market believes this design marks the evolution of stablecoins from traditional custody structures toward an on-chain infrastructure model characterized by "protocolized capital stratification + automated yield distribution."
06:46
SvmuuNews: The China Securities Regulatory Commission (CSRC) issued an announcement stating that it has approved the initial public offering registration of CXMT Technology Group Co., Ltd. (Jinshi)
06:38
According to the Islamic Republic News Agency (IRNA): Based on a memorandum of understanding with the United States, Iran has not made any commitments regarding the transfer of management rights over the Strait of Hormuz. The future management of the strait will be addressed as a regional matter through dialogue and joint decision-making between Iran and Oman.
Iran's Foreign Ministry stated that the framework text is near finalization and awaits a final decision. (Jinshi)
06:30
According to the Islamic Republic News Agency (IRNA), Iran seeks war compensation within a "realistic framework" and will not restore the status of the Strait of Hormuz to its pre-war level. (Jin10)
06:19
According to market sources: a potential payment plan for approximately $12 billion in frozen Iranian assets may use the Trump-associated World Liberty Financial stablecoin USD1 for settlement. The relevant transaction process would likely be progressively approved through the voting mechanism of the World Liberty Financial community forum, to determine the flow of funds and execution path.
USD1 is a dollar stablecoin issued by the project, pegged 1:1 to the US dollar and backed by on-chain and institutional custody systems. If this plan is ultimately implemented, it would serve as another case of large-scale sovereign-level funds potentially being settled through crypto stablecoins. Currently, this news has yet to be officially confirmed, and the relevant details and transaction structure remain highly uncertain.

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