Odaily News, Citrini analyst Jukan stated on X platform that a Morgan Stanley research report circulated in the market shows analyst Shawn Kim has turned bearish on the memory chip industry. The report indicates that NAND module makers' inventory has risen to about 13 weeks, demand has notably cooled, and it expects NAND price increases to slow to around 5% in Q4, with spot prices having fallen for two consecutive months; meanwhile, CXMT is rapidly expanding capacity, and supply-demand dynamics are gradually moving towards balance. The report also points out that if the NAND market weakens, DRAM should also be viewed bearishly, and it forecasts HBM market growth will be limited to around 40%.

Jukan stated that he has verified the report's authenticity with sources and added that Shawn Kim has recently maintained similar views, which may be one reason for the persistent correction in South Korea's KOSPI index in recent weeks.

Theo thống kê của Arkham, Meme coin CASHCAT trên Robinhood Chain có hơn 61.000 người nắm giữ, nhưng 1000 địa chỉ hàng đầu nắm giữ 89,1% tổng cung, trị giá hơn 40 triệu USD.

Theo dữ liệu từ MSX.COM, chỉ số KOSPI của Hàn Quốc đã giảm mạnh 6% trong ngày, hiện ở mức 6.669,49 điểm. SK Hynix giảm 7,3%, Samsung Electronics giảm 8,2%.

According to monitoring by Hyperinsight, during the rapid surge in oil prices last night and this morning, "Trader Loracle" experienced two forced liquidations, totaling approximately 106,500 short WTI contracts. The average execution price of the forced liquidations was around $92.3, with a total scale of approximately $9.8312 million. The two liquidations combined resulted in a loss of about $681,200, plus a handling fee of around $786, making it the largest liquidation in the entire network within 24 hours.

Just about 12 minutes after the liquidation, he reopened a short position. As of press time, he holds 27,700 short WTI contracts with 3x isolated margin, with an average entry price of $92.2 and a position value of approximately $2.547 million. The liquidation price is around $155.05. The unrealized profit is approximately $14,400, with a return rate of about 1.68%. The current position is only about a quarter of the size before the liquidation.

At the same time, he has placed 19 non-reducing sell orders in the range of $93.4 to $95.2, planning to add another 15,000 short contracts, with an order value of approximately $1.425 million, waiting for a rebound to continue building short positions. If all are executed, his WTI short position will increase to 42,874.228 contracts, with a notional size of about $3.9725 million.

On the news front, Yemen's Houthi forces announced an attack on two Saudi oil tankers. The market began pricing in the risk of simultaneous disruptions to the Red Sea and the Strait of Hormuz transport routes. Trump subsequently stated that he is considering resuming large-scale military operations against Iran. WTI crude oil rose to a high of $93.

The seven major US tech stocks fell collectively on Thursday, with their total market capitalization evaporating by approximately $797 billion in a single day, marking the largest single-day drop since April 2025 and a cumulative decline of about $2 trillion from their historical highs in late May. Among them, Tesla fell 15%, and Alphabet dropped 7.1%.

Market concerns are mounting as Alphabet raises its capital expenditure guidance and Tesla plans to increase capital spending, with uncertainty over the return on AI infrastructure investments becoming a focal point for investors. Microsoft, Amazon, and Meta are set to release their earnings reports next week, and the market will further scrutinize whether large-scale AI investments can translate into commercial returns. (Jinshi)

Odaily cho biết, đồng sáng lập kiêm Giám đốc điều hành của Robinhood, Vlad Tenev, đã đăng trên nền tảng X rằng ông đã trở lại và đang chờ nhóm X cung cấp thông tin chi tiết để hiểu rõ hơn về tình hình đã xảy ra. Robinhood không phát hành bất kỳ đồng coin hay token nào, người dùng hãy chú ý đến sự an toàn.

According to a recent report by TokenInsight, the total trading volume of crypto exchanges in the second quarter of 2026 decreased by 8% quarter-on-quarter to $16.5 trillion. Spot trading volume recovered from $3.3 trillion to $4.5 trillion, while derivatives trading volume fell from $14.6 trillion to $12.0 trillion, with the derivatives share dropping from 82% to 73%. In terms of overall market share, Binance's share increased from 32.77% to 35.34%, recording the largest quarterly gain.

According to data from MSX.COM, the South Korean KOSPI index dropped 5% intraday, now at 6,737.20 points. Samsung Electronics and SK Hynix both fell over 6%.

Odaily Odaily reported that Greeks.live macro researcher Adam@Greeks.live posted on platform X, stating that options expiry data on July 24 shows 19,000 BTC options expiring with a Put Call Ratio of 0.89, a max pain point of $64,500, and a notional value of $1.2 billion; and 125,000 ETH options expiring with a Put Call Ratio of 1.25, a max pain point of $1,875, and a notional value of $230 million.

Bitcoin briefly broke through $66,000 this week, but the upward process has been difficult, with the $80,000 to $65,000 range being a zone of dense trading from the rally earlier this year. He noted that the main thing is still to observe when funds will flow into the crypto space. U.S. stocks, SpaceX, continue to decline sharply, and the storage sector is experiencing significant volatility.

Looking at the main options data, 4% of options are expiring this week, with various expiry indicators remaining almost unchanged from last week. The market is oscillating with little volatility and limited trading opportunities, with overall IV falling back to the 35% level. BTC's GEX distribution is concentrated around $65,000 and $72,000, while ETH's GEX distribution is concentrated between $1,900 and $2,200, which is more dispersed compared to last week. In the past two weeks, more traders have started attempting to buy the dip using slightly out-of-the-money options.

This week, ETH's Put Call Ratio has fallen back to 1.29, but the proportion of put options has exceeded 1 for six consecutive weeks, the longest such streak on record. He stated that this indicates strong demand in the put options market, while traders who sell puts to buy the dip are also willing to participate. The cryptocurrency market has experienced an 8-month bear market with limited trading opportunities during this period. From a cyclical perspective, there should be some rebound in the second half of the year.

Odaily news, Uniswap founder Hayden posted on platform X that 12 different Robinhood tokenized stocks each have a daily trading volume exceeding $500,000 on Uniswap.

Odaily Planet Daily News: Sở giao dịch Hàn Quốc kích hoạt cơ chế tạm dừng giao dịch lập trình cho chỉ số KOSPI. (Jin Shi)