星球晚报
1. The SpaceX stock unlock wave is entering its final countdown, with 8% set to be unlocked for the first time on August 6;
2. Analyst: NAND flash memory supply shortages may ease by 2027;
3. Pons: 20% of the PONS supply will be burned within 8 days, with platform revenue used for ongoing buybacks;
4. Analyst: Bitcoin supply concentration index hits 1116.1, a new high since December 2021;
5. Unrealized profit may expand to $5.15 million; "Set 10 Big Goals First" BTC long position stands at approximately $150 million;
6. Binance lists SHAZ/SOFI/PANW/PENG USD-margined perpetual contracts;
7. Iranian media: Proposal for a 10-day ceasefire was put forward by Iran; Trump demands Iran "pay the price";
8. A newly created wallet withdrew 14.64 million USDC from Binance and then opened a $2.17 million 3x long position on Micron Technology;
9. Hoarding 17,700 ETH, a whale deposits 3,000 ETH into Binance for the first time; if sold, it would net a profit of $950,000;
10. SpaceX will release its Q2 2026 financial report on August 4.
