1. Foreign investors sold off more than 12 trillion won worth of South Korean stocks in July, with Samsung and SK Hynix experiencing “polar opposites”;
2. Coinbase Bitcoin The premium index has remained in negative territory for two consecutive months, extending its record for the longest streak of negative readings;
3. DRAM price forecasts have been revised upward: the average price in the third quarter is expected to rise 21% quarter-over-quarter, exceeding TrendForce’s projections;
4. Citrini analyst: The AI era may alter the logic of the memory cycle; a decline in chip stocks does not necessarily signal an industry collapse;
5. Ansem: Currently holds no ZEC long positions; a break above $750 could trigger a strong rally;
6. Michael Saylor: The solution proposed by BIP 110 is more dangerous than the problem itself;
7. Analysis: A “concentrated” investment trend is emerging in South Korea’s ETF market, with capital accelerating toward leading stocks;
8. The size of South Korea’s single-stock leveraged ETFs has exceeded 10 trillion won, making delisting difficult;
9. With $15 million in account margin, a certain address opened a $2.155 million CXMT TWAP short position;
10. Analysis: A historic support zone has emerged for Bitcoin, with half of the open interest having changed hands above the $59,000 level.