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7/8
10:23
Svmuu News: BSTR, a subsidiary of Adam Back’s Bitcoin, and Cantor Equity Partners I (CEPO) announced on July 8, 2026, thatthe two parties will no longer proceed with the transaction under the original merger agreement signed in July 2025, but will instead renegotiate new terms to better reflect current market conditions. At the same time, the private investment in public equity (PIPE) arrangement attached to the original merger agreement will no longer serve as a condition precedent to the completion of the transaction.
CEPO’s shareholder meeting, originally scheduled for July 10, has been postponed indefinitely; all redemption requests previously submitted will be canceled, and the relevant shares will be returned to investors.BSTR had initially planned to go public through this SPAC merger, at which point it would have held over 30,000 Bitcoin on its balance sheet and intended to raise up to $1.5 billion through a PIPE to increase its holdings of Bitcoin. (CoinDesk)
10:16
Svmuu News: A recent report on the semiconductor industry released by Bank of America Securities indicates that the recent pullback in semiconductor stocks is a normal market correction, rather than a sign of weakening AI demand.Historical data shows that semiconductor stocks often consolidate during the summer; once the market completes profit-taking and valuation adjustments, a new rally typically begins in the fall.
The report estimates that by 2027, global capital expenditures on cloud computing and AI infrastructure will approach $1.5 trillion, representing an increase of approximately 40% to 50% from current levels.Regarding memory chips, the firm believes that as demand for HBM, DDR5, and enterprise-grade storage continues to expand—coupled with AI servers driving sustained demand for DRAM and NAND Flash—the memory industry will remain a key beneficiary of the AI investment wave, with clear room for valuation recovery.The firm reaffirmed its “Buy” rating on Micron and maintained its price target of $1,550, noting that the company remains the most attractive investment in the memory sector at present.
10:08
Svmuu News: According to Iran’s Tasnim News Agency, Iranian officials stated that Donald Trump has officially declared the Islamabad Memorandum of Understanding to have come to an end,therefore, for Iran, continuing to uphold a memorandum that even Donald Trump has officially declared dead is both illogical and irrational; Iran should provide a clear response to Donald Trump.Iranian negotiators worked diligently to advance this memorandum, but we were clear from the very beginning that the Americans would not implement any agreement, especially when Iran insisted on its rights. This memorandum was stillborn from the start due to American bad faith; last night merely marked the formal announcement of its demise.(Jin Shi)
10:06
According to PPP prediction market tools, the probability that “WTI crude oil will rise to $80 in July 2026” on Polymarket has reached 47%, up 28% in the past 24 hours.
Donald TrumpToday, it was reported that a large-scale attack on Iran may be imminent; as the 60-day ceasefire agreement between the U.S. and Iran hangs in the balance, tanker traffic through the Strait of Hormuz has “virtually ground to a halt.”Naveen Das, a senior oil analyst at Kpler, said that since the U.S. and Iran reached a 60-day ceasefire agreement on June 17, the average daily number of oil tankers passing through has been about 32.This figure is nearly three times the average daily traffic recorded between the outbreak of the conflict (in February) and the signing of the agreement on June 17, though it remains far below pre-war levels.
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10:03
Svmuu News: Paradigm, a venture capital firm focused on the crypto sector, has raised approximately $1.2 billion and plans to expand its investment portfolio in artificial intelligence (AI)-related projects.
According to sources familiar with the matter, this funding round will focus on AI infrastructure, AI agents, and the convergence of AI and blockchain technology.Paradigm hopes to use the new fund to capitalize on the next wave of technological innovation and expand its investment footprint in emerging technology sectors.
Founded in 2018 by Matt Huang and Fred Ehrsam, Paradigm is one of the industry’s leading crypto venture capital firms and has invested in numerous blockchain projects, including Coinbase and Uniswap.
This fundraising round indicates that, following the previous market correction, crypto capital is refocusing on the intersection of AI and blockchain. With the rapid development of areas such as AI agents, decentralized computing, and on-chain data infrastructure, an increasing number of crypto investment firms are beginning to view AI as a key growth opportunity for the next phase. (Bloomberg)
10:00
Svmuu News: According to Lookonchain data, the U.S. "Bitcoin" ETF saw net inflows of 197 BTC today, with net inflows of 1,244 BTC over the past 7 days; the "Ethereum" ETF saw net inflows of 12,193 ETH, with net inflows of 52,319 ETH over the past 7 days.
09:50
Svmuu News: As the 60-day ceasefire agreement between the United States and Iran hangs in the balance, oil tanker traffic through the Strait of Hormuz has “virtually ground to a halt.” Jorge León, head of geopolitical analysis at research firm Rystad, wrote in a report on Wednesday: “ So far today, traffic appears to have come to a complete standstill.” He added that this state of “virtually no traffic” “reflects current risk expectations more accurately than any statements issued by Washington or Tehran.” According to Kpler data, only four oil tankers have transited the strait so far today.
Naveen Das, a senior oil analyst at Kpler, said that since the U.S. and Iran reached a 60-day ceasefire agreement on June 17, the average daily number of oil tankers passing through has been about 32. This figure is nearly three times the average daily traffic between the outbreak of the conflict (in February) and the June 17 agreement, though it remains far below pre-war levels. (CNN)
09:44
Svmuu News: An advisor to Iran’s Supreme Leader stated that the responsibility for verbally declaring the memorandum of understanding null and void lies with U.S. President Donald Trump, and that U.S. actions will plunge the Middle East into a sea of fire. (Jin Shi)
09:41
Svmuu News Nasdaq DeFi Development Corp. (DFDV), a Solana treasury company listed on the platform, announced that it will no longer be responsible for the day-to-day operational management of its meme coin, DONT. Leadership of the ecosystem has been transferred to an independent team led by Daniel Reis-Faria, which will focus on DONT ecosystem development, community building, partnership expansion, and liquidity enhancement.DFDV added that it will continue to hold its DONT treasury allocation, which currently accounts for approximately 31.6% of DONT’s total supply, and will hold it long-term in accordance with the project’s initial commitment.
09:39
Svmuu News: U.S. President Donald Trump said during the NATO summit: “Iran asked me not to launch an attack against them during Khamenei’s funeral, and we agreed, but they attacked three ships belonging to Saudi Arabia and Qatar.To be honest, we could have killed all of Iran’s leaders during Khamenei’s funeral, and Secretary of Defense Hegeseth also expressed approval of that idea.” (Jin Shi)
09:37
Svmuu News: U.S. President Donald Trump, speaking about Iran, said that there may be a large-scale military strike in the future, that the Iranians are all crazy, and that they should have been wiped out 47 years ago. He also expressed approval of Defense Minister Hegess’s idea to assassinate Iranian leaders during Khamenei’s funeral. (Jin Shishu)
09:35
Svmuu News: According to data from MSX.COM, the U.S. semiconductor sector opened lower but has since gained ground. As of now, Western Digital is up more than 3%, while Broadcom, SanDisk, and Seagate Technology are up more than 2%, and Applied Materials and ARM are up more than 1%.
09:33
Svmuu News: According to data from MSX.COM, storage-related stocks fell, with SanDisk down more than 1%, Micron down more than 3%, and Western Digital down more than 1%.Amid renewed tensions between the U.S. and Iran, the travel and gold sectors fell, with Harmony Gold down more than 4%, Carnival Corporation down more than 3%, and American Airlines down more than 3%.
09:32
Svmuu News Donald Trump reported that we may resume the blockade of the Strait of Hormuz, which would target Iran exclusively. (Jin Shi)
09:32
Svmuu News: According to data from MSX.COM, at the opening of U.S. markets, the Dow Jones Industrial Average fell 1.05%, the S&P 500 fell 0.64%, the Nasdaq Composite fell 0.47%, and the VIX fear index rose 7.75%.AI-related stocks were broadly lower, with Tempus AI down 4.07%, ServiceNow down 3.68%, Atlassian down 3.46%, Palantir down 3.01%, and IBM down 2.88%.
It is reported that MSX is a leading RWA trading platform that has listed hundreds of RWA tokens to date, covering popular U.S. stocks and ETF tokens such as NVDA, GOOGL, MSFT, AMZN, META, TSM, and AMD.
09:29
Svmuu News: According to market reports, Bank of America has provided OpenAI with a $520 million credit line to help it prepare for its initial public offering. (Zhitong Finance)
09:25
Svmuu News: U.S. President Donald Trump said, “Even if an agreement is reached with Iran, I am not sure it will last.” (Jin Shi)
09:24
Svmuu News: The Wenling Public Security Bureau has released a public statement regarding a virtual currency investment and wealth management fraud case. The victim, Mr. Cui, met a blogger on a social media platform who claimed to be a seasoned investment mentor. The blogger lured Mr. Cui with the promise of “guaranteed profits with no risk” from virtual currency investments. After making small profits initially, Mr. Cui was tricked into downloading a fraudulent investment app. Within just 20 days, Mr. Cui deposited a total of 445,000 yuan. When he attempted to withdraw his profits after seeing gains on his account, he was unable to log into the app, and the scammers had all gone missing.
Police remind the public that China has explicitly classified virtual currency-related businesses as illegal financial activities. Any virtual currency investment promotion promising high returns, capital preservation, or guaranteed profits is a scam. The public must remain vigilant and should never blindly trust unfamiliar online investment advisors.
09:23
Svmuu News: Advisor to Iran’s Supreme Leader: Iran Will Respond “Immediately” to Any Reckless Actions. (Jin Shi)
09:19
Svmuu News: A report from the World Gold Council shows that listed funds across all regions of the world continued to see outflows in June (-$8.9 billion), but thanks to strong performance in Asian markets, global gold ETFs as a whole still recorded net inflows of $8 billion in the first half of the year. As of the end of June, global gold ETF assets under management stood at $526 billion, down 6% in the first half of the year, primarily due to lower gold prices; total holdings increased by 18 metric tons in the first half of the year, reaching 4,047 metric tons. Trading volume in the gold market declined somewhat in June, but the average daily trading value for the first half of the year still reached a record high of $488 billion. (Jin Shi)

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