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2026
TUE
07/21
08:16
S&P to Affirm Samsung Electronics at 'AA-/A-1+'

Odaily S&P has revised Samsung Electronics' outlook to positive and affirmed its ratings at 'AA-/A-1+'. (Jin10)

08:15
美股光通信板块盘前上涨,迈威尔科技涨超6%

According to data from MSX.COM, U.S. stock optical communication sector rose in pre-market trading, with Marvell Technology up over 6%, Credo up over 5%, Coherent up 5%, and Lumentum and Corning up 4.5%.

08:10
港股收盘,智谱收涨36.89%

According to data from MSX.COM, at the Hong Kong stock market close, the Hang Seng Index fell 0.04%, while the Hang Seng Tech Index rose 1.32%. Chip stocks surged, with sectors such as optical communication, PCB, artificial intelligence, and power equipment leading the gains, while batteries, oil, mainland properties, and mainland banks weakened. Zhipu (02513.HK) closed up 36.89%.

08:08
US memory stocks strengthen pre-market, SK Hynix up approximately 6%

According to data from MSX.COM, US memory stocks strengthened in pre-market trading, with SanDisk (SNDK.O) up approximately 7%, SK Hynix (SKHY.O) up about 6%, Micron Technology (MU.O) up roughly 5%, and Western Digital (WDC.O) also rising around 5%.

08:04
Analyst: NAND Flash Supply Shortage May Ease by 2027

Odaily Planet Daily News: Citrini analyst jukan posted on platform X, stating that TrendForce expects the NAND flash supply shortage to ease in 2027. TrendForce pointed out that servers already account for over 40% of total NAND flash bit demand, while smartphones and laptops together still account for nearly 40%, thus continuing to have a significant impact on overall demand. Regarding inventory, storage manufacturers' inventory levels remain relatively low. Although module factory inventories have increased somewhat due to weak consumer market conditions, inventories held by other buyers remain at manageable levels.

Considering these factors, TrendForce expects the NAND flash bit supply-demand gap to remain between -4% and -5% in 2026, indicating that the shortage will persist. However, the gap is expected to turn positive in the second half of 2027, alleviating supply tightness.

08:00
A whale holding 17,700 ETH makes first deposit of 3,000 ETH to Binance, would profit $950,000 if sold
Odaily News: According to on-chain analyst Ai Yi's monitoring, a whale withdrew ETH worth $28.58 million from Binance three weeks ago at an average price of $1,617. Four minutes ago, the whale made its first deposit to Binance of 3,000 ETH, worth $5.8 million. If sold, the profit would be $950,000, with the deposit price being $1,933.91.
07:55
A newly created wallet withdrew 14.64 million USDC from Binance and opened a 3x long position of 2,386.72 MU worth $2.17 million.
Odaily reports that according to Onchain Lens monitoring, a newly created wallet withdrew 14.64 million USDC from Binance and transferred it to Hyperliquid. Subsequently, it opened a 3x long position of 2,386.72 MU, valued at $2.17 million.
07:49
消息人士:伊朗率先提出美伊为期10天的停火提议

Odaily reported that, according to sources familiar with the negotiations, it was Iran that first proposed the 10-day ceasefire initiative between the US and Iran, which is currently being promoted by mediators. (Jinshi)

07:49
A position worth $85.36 million: a smart money address is long 1,000 BTC and 10,000 ETH, with an unrealized profit of $5.484 million.
Odaily Planet Daily News: According to on-chain analyst Ai Yi's monitoring, a smart money address has been long 1,000 BTC and 10,000 ETH since early July, entering the market on July 6 and July 14 at entry points of $62,354 and $1,761.9 respectively. The current position is worth $85.36 million, with an unrealized profit of $5.484 million, and it has already paid over $330,000 in funding fees.
07:45
币安上线SHAZ/SOFI/PANW/PENG U本位永续合约
Odaily星球日报讯 据官方公告,币安合约将于 2026 年 7 月 21 日 09:00 至 09:15(UTC)期间,分批次上线 SHAZUSDT、SOFIUSDT、PANWUSDT 及 PENGUSDTU 本位永续合约。这些合约支持最高 25 倍杠杆,结算资产为 USDT,并支持多资产模式。
07:40
浮盈或扩大至515万美元,“先定10个大目标” BTC多单持仓约1.5亿美元
Odaily News: According to on-chain analyst Ai Yi's monitoring, BTC broke through the $66,000 mark. The "10 Big Goals First" strategy had an average entry price of $63,827.06 for this BTC long position, with an estimated position of approximately 2,358.05 BTC, valued at $150 million. The unrealized profit may have expanded to $5.15 million.
07:37
韩国股市反弹收涨3.6%,杠杆交易引发的抛售潮趋缓

Odaily reported that South Korean stocks rebounded on Tuesday, as a sharp sell-off triggered by the unwinding of leveraged positions began to ease, allowing investors to refocus on the underlying strength of the market, which sits at the core of the global AI trade. The KOSPI index closed up 3.6% at 6747.95 points, after surging as much as 4.9% during the session. This follows a 10.5% plunge over the previous two trading days. The KOSPI remains deep in bear market territory, down 25% from its all-time closing high on June 22. However, with regulators taking steps to curb leveraged financing products, market attention has shifted back to fundamentals, including sustained strong demand driven by AI and the still-optimistic earnings outlook for memory chip manufacturers.

JPMorgan analysts noted: "The fundamental strength of the market remains robust over the next few years." They maintain an "overweight" rating on the Korean market in their regional asset allocation, with a 12-month target of 12,500 points. "The market should be able to overcome the shock from position unwinding and continue its positive trajectory." (Jin Shi)

07:36
U.S. spot Bitcoin ETFs saw a single-day net inflow of $227 million, marking five consecutive days of net inflows
Odaily Planet Daily News: U.S.-listed spot Bitcoin ETFs recorded a net inflow of $227 million on Monday, the strongest single-day net inflow since July 6, and the fifth consecutive trading day with net inflows. According to SoSoValue data, over the past five trading days, U.S. spot Bitcoin ETFs have accumulated a total net inflow of approximately $727 million. This consecutive inflow streak is the longest in nearly three months; the previous longer streak was six trading days from April 30 to May 5. The Monday inflow brought the year-to-date net outflow for U.S. spot Bitcoin ETFs below $5 billion. Simon-Peter Massabni, Head of Business Development at XS.com, stated that the recent capital inflows suggest selling pressure may be easing, rather than indicating a full return of institutional demand.
07:34
Analyst: Bitcoin supply concentration index reaches 1116.1, hitting a new high since December 2021

According to monitoring by Axel Adler Jr, as of July 21, the Bitcoin supply concentration indicator, the Herfindahl-Hirschman Index (HHI), reached 1116.1, surpassing 89.6% of historical observations over the past decade. The index has risen by 5.5% in the last 90 days and accumulated an increase of 10.1% over the past 180 days.

The uniformity of Bitcoin distribution continues to decline, with coins concentrated among holders within specific holding periods. The upward trend is primarily driven by coins held for 6 to 12 months. Within 90 days, the proportion of coins held for 6 to 12 months increased from 12.9% to 19.3%, while the share held for 3 to 6 months decreased from 14.3% to 6.3%. Long-term holders holding for over a decade account for 17.7% of the total supply.

This shift represents the natural aging of coins, transitioning from the 3 to 6-month holding period to the 6 to 12-month period, rather than a new wave of large-scale accumulation. Currently, 81.6% of all Bitcoin has not moved for over six months, and 62.3% has remained idle for more than a year.

07:33
SpaceX stock unlock wave enters countdown, with 8% unlocked for the first time on August 6

As SpaceX announces it will release its Q2 2026 financial report on August 4, according to the terms of SpaceX's previous prospectus, eligible insider shareholder shares will begin to unlock two days after the company publishes its Q2 2026 financial report.

This means the SpaceX stock unlock wave is also entering a countdown, and August 6 will see the first major unlock, with early shares accounting for 8% of total shares (20% of the early lock-up pool) becoming unlocked. If the stock price rises 30% above the IPO offering price and meets that standard on 5 out of 10 trading days, an additional 10% can be unlocked. Therefore, the maximum unlockable shares on August 6 could reach 12%.

In addition to August 6, before SpaceX releases its Q3 2026 financial report, August 21, September 10, September 25, October 12, and October 26 will each see 2.8% unlocked.

07:32
Pons: 20% of PONS Supply Burned in 8 Days; Platform Revenue to Be Used for Ongoing Buybacks

Odaily Pons stated on platform X that since its launch 8 days ago, 20% of the total supply of $PONS has been burned. The team stated that the Pons treasury will continue to use platform revenue to purchase $PONS in the future.

According to GMGN market data, the market cap of the Robinhood ecosystem token PONS is currently reported at $30 million, with an intraday gain exceeding 100%. Odaily reminds investors that this token experiences extreme price volatility, often driven by market sentiment and hot topics, and lacks substantial value support. Investors should be aware of the associated risks.