1. The countdown to the SpaceX stock vesting wave has begun; 8% of shares will vest for the first time on August 6;
2. Analyst: The NAND flash memory supply shortage may ease by 2027;
3. Pons: 20% of the PONS supply will be burned within 8 days, and platform revenue will be used for ongoing buybacks;
4. Analysts: Reaching a new high since December 2021, the Bitcoin’s concentration index has hit 1,116.1;
5. Unrealized gains may expand to $5.15 million; “Set 10 major goals first”—BTC long positions total approximately $150 million;
6. Binance launches SHAZ/SOFI/PANW/PENG USD-denominated perpetual contracts;
7. Iranian media: The 10-day ceasefire proposal was initiated by Iran; Donald Trump demands that Iran “pay the price”;
8. A newly created wallet withdrew 14.64 million USDC from Binance and then opened a $2.17 million Micron technology 3x long position;
9. After accumulating 17,700 ETH, a certain whale deposited 3,000 ETH into Binance for the first time; if sold, this would yield a profit of $950,000;
10. SpaceX will release its Q2 2026 financial results on August 4.