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According to Jinshi, citing a report from the Korean News Agency, SK Group will supply chips worth $750 billion to American technology companies, including Nvidia.

According to monitoring by Catcher Predict, in the predicted market event "Houston Astros vs. Chicago White Sox" on Polymarket, the win probability for the "Houston Astros" option in the sub-market "Houston Astros vs. Chicago White Sox" has experienced significant fluctuations, rising from 17.5% an hour ago to the current 69.55% (a fluctuation of 52.05%). Please note the impact of relevant breaking news.

According to monitoring by Catcher Predict, in the predicted market event "Chicago Cubs vs. Pittsburgh Pirates" on Polymarket, the option "Pittsburgh Pirates" in the sub-market "Spread -1.5" has experienced a sharp fluctuation in winning probability, dropping from 31% an hour ago to the current 10.5% (a fluctuation of 20.5%). Please note the impact of related breaking news.

According to unfolded citing ARK data, the one-year actual volatility of Bitcoin was close to 42% at the end of the second quarter. Despite the weak price, it is still near multi-year lows.This indicates that the asset is maturing or that volatility is being suppressed; low volatility typically signals a surge in volatility after a catalyst appears.

According to CoinDesk, institutional crypto trading platform LMAX Group is working with Morgan Stanley and investment bank KBW to evaluate strategic options, considering possibilities including a sale, SPAC merger, and IPO on Nasdaq or in Europe, with a potential valuation of up to $5 billion. Insiders say the company is not in a hurry to go public, as its foreign exchange business supports the weak crypto market.LMAX has accelerated its expansion in recent years, launching a 24/7 multi-asset exchange that supports foreign exchange, digital assets, commodities, and tokenized securities, and received a $150 million strategic investment from Ripple in January this year to promote institutional adoption of the RLUSD stablecoin through its trading and settlement network.

Fang Xinghai, former member of the Party Committee and Vice Chairman of the China Securities Regulatory Commission, is suspected of serious violations of discipline and law, and is currently undergoing disciplinary review and supervisory investigation by the Central Commission for Discipline Inspection and the National Supervisory Commission.

AI infrastructure chiplet platform company TYLsemi announced the completion of a $43 million early financing round, led by Matter Venture Partners, with participation from Viola Ventures, GHOVC, Egis Technology, and others. The company launched a standardized chiplet portfolio covering IO interconnect, power management, and memory, and offers chiplet-based custom XPU design and packaging, as well as integrated supply chain services, claiming to reduce the time and cost of custom AI chips from architecture to mass production by up to 50%.The first batch includes TYL.IO for high-bandwidth interconnects such as PCIe, ESUN, and UALink, the TYL.Power integrated voltage regulation chiplet aimed at XPU, and the planned memory connection product TYL.Mem, providing custom AI silicon solutions for leading customers through the TYL.Forge full-stack platform.

The overall profitability status of the Bitcoin market is improving, but on-chain data shows that it is still insufficient to confirm that a new bull market has begun, and there remains a risk of another decline. CryptoQuant data shows that the Bitcoin Supply in Profit has risen to 57.5%. This indicator represents the proportion of BTC supply in the current market where the price is above the holding cost, which has significantly rebounded from the low of 46.2% on June 30, 2026, and is currently close to 60%.However, the recovery of the profitable supply ratio still requires continuous verification. Historical cycles show that the true end of a bear market usually requires two conditions to be met simultaneously: first, the 30-day simple moving average of the Long-Term Holder Profit and Loss Ratio (LTH-SOPR) must remain above 1 for an extended period without falling below it; second, the Bitcoin Supply in Profit must stabilize above 64%. Analysts indicate that this cycle has previously experienced a "false breakout." From April 28 to June 1 of this year, the average LTH-SOPR was above 1 for 35 consecutive days, while the profitable supply ratio once rose to 67%, but the market subsequently declined again. Currently, the Long-Term Holder 30-day SMA indicator has been below 1 for over 50 consecutive days, which remains an important risk signal for assessing the strength of market recovery. Although the BTC profitable supply ratio is improving, the market needs further confirmation of the behavior of long-term holders and changes in the profit structure to determine whether the current rebound truly marks the beginning of a new upward cycle.

According to the latest data from the Gate platform, the total staking amount of its SOL mining (staking) products has reached 659,400 SOL, with a reference annualized yield of 7.93%. Users staking SOL can receive an equivalent amount of GTSOL assets, achieving asset appreciation.This service supports instant redemption, releasing liquidity and obtaining stable returns. In addition to SOL, the platform also offers multi-currency staking options. As of the time of publication, the reference annualized yields are: GUSD 3.80%, USD1 7.34%, BTC 2.67%, ETH 4.19%, and USDT 3.71%.

Intel released its second-quarter financial report, with revenue of $16.1 billion, a year-on-year increase of 25%, marking the strongest quarterly growth in over fifteen years, exceeding market expectations of $14.4 billion; adjusted earnings per share were $0.42, higher than the expected $0.21. Under GAAP, the net loss was $11 billion, primarily due to a $12.5 billion loss in market value related to the custodial shares under the U.S. government's CHIPS Act agreement.Revenue from the Data Center and AI business (DCAI) was $6.3 billion, a year-on-year increase of 59%; revenue from Client Computing and Physical AI business (CCPG) was $8.9 billion, an increase of 13%; Intel's foundry business revenue was $5.8 billion, an increase of 31%. The company stated that data center orders have exceeded current supply capacity, and it has signed 10 long-term server CPU supply agreements. Gross margin rebounded from 27.5% in the same period last year to 40.4%, with operating cash flow of $7 billion. Intel expects third-quarter revenue to be between $15.8 billion and $16.8 billion, with adjusted EPS of approximately $0.38, all above market expectations. After the financial report was released, Intel's stock price rose about 11% in after-hours trading.

According to the Financial Times, after three years of combating cryptocurrency tax evasion, the UK's HM Revenue and Customs has recovered over £8 million in taxes by reaching settlements with hundreds of cryptocurrency investors. Data obtained through a Freedom of Information Act request shows that in the past two years, 502 crypto investors reached disclosure settlement agreements with HMRC regarding unpaid taxes. In the 2024/25 tax year, a total of 280 individuals settled with HMRC, paying a total of £3.5 million. In the 2025/26 tax year, the number of settlements decreased to 222, but the total amount increased to approximately £4.8 million.

Chairman of Bitmine, Tom Lee, stated in an interview that AI is approaching the so-called "uncanny valley of wealth." At some point in the future, the income generated by AI entities owned by individuals may exceed their own labor income.Tom Lee believes that when this moment arrives, people may begin to question "whether they are working for AI or AI is working for them." He also predicts that in the future, AI entities may take over bank accounts, replace certain job positions, and even construct independent financial systems, admitting that this trend "may instill fear about the future in people."

The reporter learned that the Alibaba Zhenwu M890 super node has successfully adapted to Qwen3.8 and has launched on the Alibaba Cloud Bailian platform to provide model inference services.Alibaba Cloud claims that this is the first super node in the country to successfully run a large model with over 20 trillion parameters.Qwen3.8 is Alibaba's latest flagship model, with a parameter scale of up to 24 trillion. The Zhenwu M890 is the new generation training and inference integrated AI chip from PingTouGe. The Zhenwu super node instance connects 64 Zhenwu M890 chips through the ICN Switch 1.0 interconnection chip, achieving high-speed interconnection of 800GB/s, with a video memory scale reaching 9TB, allowing a single instance to support the expert parallel requirements of a large-scale 20 trillion parameter MoE model.

Recently, market risk appetite has cooled, and high-valuation technology chip sectors are under significant pressure; in contrast, supported by expectations in infrastructure, manufacturing, and cyclical demand, industrial machinery-related assets have shown relative resilience. According to Gate platform data, ARM/USDT (Arm) is currently priced at $284.29, down 1.13% in the last 24 hours; CATG/USDT (Caterpillar) is currently priced at $892.11, up 0.16% in the last 24 hours; GEG/USDT (General Electric) is currently priced at $341.55, down 0.61% in the last 24 hours. In terms of performance, Caterpillar-related trading pairs have slightly strengthened, while Arm and General Electric-related trading pairs have fluctuated downwards, overall still showing a divergent pattern.

Gate officially released the 2026 Wealth Management Semi-Annual Report. The report shows that the overall cryptocurrency market faced pressure in the first half of the year, with BTC and ETH dropping approximately 33.1% and 47.1%, respectively, and market risk appetite continued to decline. Against this backdrop, user demand for stable returns and high liquidity assets has continued to rise.Gate's Yubi Treasure position size remained stable at 2 billion USDT, with funds gradually shifting towards demand for liquidity management. At the same time, the GUSD minting rate has stabilized, with funds mainly flowing into on-chain earning scenarios, continuously demonstrating the value of income-generating stable assets. In terms of advanced wealth management, Gate's dual-currency investment maintains an industry-leading advantage, with the low-buy strategy achieving a 0-day term APY of up to 295%, significantly higher than the market average of 166%. Gate's quantitative fund continues to perform steadily, with the interstellar hedge (USDT) achieving a cumulative return of 18.7%. In asset allocation, Gate's stock holdings continue to optimize, with the proportion of Korean stocks rapidly increasing following their launch, accounting for about 75% of the overall holdings by the end of June. The top ten holdings are mainly concentrated in semiconductor and technology growth assets, with SK Hynix holding the largest position. Additionally, Gate's GUSD minting annualized rate reached 3.8%, supporting users to participate in diverse ecological scenarios such as Launchpool and Pre-IPOs; Yubi Treasure USDT wealth management VIPs can enjoy an annualized return of 4.0%.In the future, Gate will continue to improve its wealth management system covering stable wealth management, enhanced returns, and multi-asset allocation, providing more flexible and efficient asset appreciation solutions for users with different risk appetites, helping users achieve long-term value growth amid market cycle changes.

According to Reuters, citing informed sources, due to the surge in demand for AI data centers leading to a tight supply of server CPUs, Intel and AMD are negotiating long-term procurement commitments with Chinese server customers. Agreements typically lock in a year's supply, with some discussions extending to two years or longer. Driven by the construction of AI computing power, CPU demand has expanded from AI accelerators to mainstream processors, with some server CPU products in the Chinese market experiencing a cumulative price increase of over 40% this year, with month-on-month increases exceeding 10% at times.Intel CEO Lip-Bu Tan stated in April that Xeon server CPU demand "continues to exceed supply," and the company has signed multiple long-term contracts in the first quarter, including a multi-year agreement with Google. AMD has raised its forecast for the server CPU market to exceed $120 billion by 2030. The report notes that China, as one of the largest server markets in the world, is intensifying competition for Intel and AMD processors due to the rapid construction of data centers and AI computing clusters, even as Chinese buyers face U.S. export restrictions on advanced AI GPUs. Intel is set to announce its quarterly results on Thursday, with the CPU shortage expected to become a market focus.

Finance Minister Scott Bessent posted on the X platform, expressing support for open-source AI and the innovations it brings, but stated that open-source is not an excuse to arbitrarily infringe on U.S. intellectual property rights.If Chinese companies engage in secret, industrial-scale extraction attacks and cross the line into intellectual property theft, sanctions will be considered, and they will be placed on the entity list.

According to Jinshi, the yield on the U.S. 2-year Treasury bond rose by 3 basis points, reaching 4.29%, the highest level since February 2025.