24H热门币种与要闻｜长鑫科技今日上市；BitMart宣布将停止运营（7月27日）
- 核心观点：加密货币市场呈现分化走势，主流币种涨跌互现，而多个加密项目（BitMart、Odos、Dango）宣布停止运营，行业整合与风险事件频发。
- 关键要素：
- CEX热门币种中，PEPE涨幅最高（+6.14%），而DEXE领跌（-24.32%）；24小时涨幅榜单显示KAITO、BOME等代币表现强势。
- BitMart将于2026年8月停止所有交易服务，其全球CEO称停运决定与已离职的自己无关；MSX创始人提出收购意向并计划将手续费降至零。
- 去中心化交易聚合器Odos将于2026年7月停止服务，累计路由超1040亿美元交易量；Storj Labs申请第11章破产重整，业务继续运营。
- 韩国养老金基金7月首次转为KOSPI净买入，重仓SK海力士；SK海力士与三星电子第二季度合计营业利润预计超150万亿韩元。
- 英伟达“开放权重模型”公开信联署方增至50家，包括OpenAI、谷歌等，而Anthropic和亚马逊缺席。
- Robinhood正与Crypto.com洽谈预测市场合作；币安研究院数据显示Z世代是其股票类产品最大用户群体，累计贡献800亿美元交易量。
1. CEX Hot Tokens
CEX Top 10 by Trading Volume & 24h Change:
- BTC: +1.17%
- ETH: +3.62%
- DEXE: -24.32%
- SOL: +2.19%
- VANA: -1.25%
- ZEC: +3.57%
- SHIB: -1.72%
- PEPE: +6.14%
- BNB: +0.57%
- DOGE: +0.96%
24h Gainers List (Data Source: OKX):
- KAITO: +16.63%
- BOME: +15.89%
- PEOPLE: +14.66%
- MET: +12.79%
- PUMP: +12.33%
- IRYS: +11.32%
- LQTY: +9.36%
- AAVE: +9.08%
- MERL: +8.19%
- CFG: +8.16%
24h Crypto-Stock Gainers List (Data Source: msx.com):
- EBON: 6.44%
- MPU: 2.44%
- INDI: 2.16%
- AMRK: 1.88%
- BLNK: 1.85%
- BRUN: 1.66%
- SIMO: 1.44%
- QUIK: 1.34%
- FIGR: 1.34%
- ALMU: 1.23%
2. Trending On-Chain Memes (Data Source: GMGN):
- Solana: CATE, Jimothy
- BSC: Fugui, DCA
Headlines
Changxin Technology Lists Today; Maximum Profit Per Lot Exceeds 20,000 RMB
Odaily Planet Daily reports that Changxin Technology will officially list on the STAR Market with an IPO price of 8.66 RMB per share. Based on the average first-day gain of 278.01% for all new stocks, the profit per lot for Changxin Technology is approximately 12,000 RMB. Based on the average first-day gain of 466.67% for STAR Market new stocks, the profit per lot is approximately 20,200 RMB. Institutions indicate that the new stock sector has experienced a periodic rebound recently, with panic sentiment subsiding. Reviewing the current cycle indicators for the new stock market, pricing and sentiment indicators have mostly retreated to neutral or slightly below-neutral levels for the year. The rapid release of high-level risks may be coming to an end, potentially leading to a more balanced tug-of-war trading pattern. However, it is noted that a return to strength for the new stock sector may take more time, requiring both further stabilization of cycle indicators and a gradual convergence of bullish and bearish divergence. (Jin Shi)
BitMart to Orderly Cease Operations, Will Stop All Trading Services on August 26
Odaily Planet Daily reports that BitMart announced on X that, after a careful evaluation of its operational status, market environment, and future strategic direction, it has decided to orderly cease its trading platform operations. New registrations, deposits, and new trading orders will be suspended starting July 26, 2026, at 01:30 UTC. All trading services will cease on August 26, 2026, at 01:00 UTC. Platform operations will officially terminate on January 31, 2027, at 15:59 UTC. Withdrawal services will remain open.
BitMart also advised all users to close their positions, complete KYC, and withdraw their assets as soon as possible.
BitMart Global CEO Says Shutdown Decision Unrelated to Him, Was Dismissed on July 24
Odaily Planet Daily reports that BitMart Global CEO Nenter Chow stated on X that he was informed on July 24 that his position as Global CEO would be terminated, and his departure process began immediately.
Nenter Chow stated that since July 24, he has no longer participated in BitMart's management or decision-making, nor was he involved in discussions or decisions regarding the cessation of the trading platform. He claimed he only learned of the decision after BitMart's official announcement was made public.
Nenter Chow expressed that his primary concerns are the safety of BitMart user assets and employee arrangements, and he reminded users to only refer to BitMart's official channels for handling account-related matters.
MSX Founder: If Acquiring Bitmart, Will Make Spot and Futures Trading Fees Free
Odaily Planet Daily reports that Bruce, founder of MSX.COM, posted on X: "If I acquire Bitmart, the first thing is to complete the transfer procedures. The second is to make it free – reduce all spot and futures trading fees to zero. I think Crypto exchange fees are too high. Isn't that what Robinhood did back then?"
Previously, Bitmart announced it would cease operations, stopping all trading services on August 26. MSX.COM founder Bruce subsequently expressed interest in acquiring the platform.
Odaily Planet Daily reports that data from the Korea Exchange shows that pension funds, including the National Pension Service (NPS), one of the largest institutional investors in the South Korean stock market, have turned net buyers for the first time this month. According to Korea Exchange data, as of July 24, the NPS and other pension funds have accumulated a net purchase of 68.4 billion KRW (approximately $46.8 million) in KOSPI index constituents since the beginning of July. This marks the first monthly net purchase by pension funds this year after six consecutive months of net selling. By individual stocks, SK Hynix was the most purchased stock by pension funds since July, with net buying amounting to 425.8 billion KRW. (Jin Shi)
Industry News
Co-Signers of Nvidia's "Open-Weight Model" Open Letter Double to 50, Google and Others Join
Odaily Planet Daily reports that on July 24, Nvidia CEO Jensen Huang shared a letter titled "Open-Weight and American AI Leadership" on social media, calling for the advancement of open-weight AI models. Huang's initial letter contained 25 co-signatures. Now, the number of co-signers has doubled to 50 organizations.
OpenAI is one of the 25 new institutions added. Other new additions include Google, AMD, Cisco, Cloudflare, GitHub, Block, and Ollama. However, Anthropic and Amazon have consistently been absent from all versions of the list, and their absence is the most noteworthy detail. (Jin Shi)
OpenAI and Anthropic Reportedly Lobbying to Block Chinese Open-Source Models
Odaily Planet Daily reports that multiple sources familiar with the matter revealed that OpenAI and Anthropic have held closed-door meetings with US regulators in Washington, attempting to push for stricter restrictions on open-source models. What was originally a debate over technical approaches has now escalated into a contest for setting industry rules. Open-source models lower the barrier for companies and developers to use advanced AI technology and have also helped Chinese models gain global users rapidly. Overseas developers and companies can directly download, modify, and deploy these models without paying high API fees.
This has put competitive pressure on OpenAI and Anthropic. Both companies are expressing concerns to US regulators about the development of Chinese open-source models, hoping the Trump administration will tighten restrictions on them.
Simultaneously, they continue to emphasize the potential security risks of advanced AI models. Both companies argue that as model capabilities approach or even surpass human levels, if model weights are completely open, allowing any organization to download, modify, and deploy them, it could increase the risk of misuse.
OpenAI has previously stated publicly that it hopes to establish a government-led AI safety evaluation system with mandatory safety testing for some advanced models. Anthropic has repeatedly emphasized that open-source models could lower the threshold for the proliferation of dangerous capabilities, thus requiring stricter management measures. (STDaily)
Odaily Planet Daily reports that SK Hynix will announce its Q2 results on the 29th. Following Samsung Electronics, SK Hynix is also expected to report record-breaking profits for Q2 this year. According to reports from 14 brokerages compiled by Yonhap Infomax over the past month, SK Hynix's Q2 revenue and operating profit are predicted to be 84.0597 trillion KRW and 64.0899 trillion KRW, respectively. The expected Q2 operating profit would be about 17 trillion KRW higher than its full-year operating profit of 47.2 trillion KRW last year. Combined with the Q1 operating profit of 37.6103 trillion KRW, SK Hynix's first-half operating profit alone will exceed 100 trillion KRW.
Earlier this month, Samsung Electronics also released preliminary earnings, showing strong performance from its DS division with an operating profit of 89.4 trillion KRW. If SK Hynix's performance meets market expectations, the combined operating profit of the two companies for Q2 will exceed 150 trillion KRW. (Jin Shi)
Odaily Planet Daily reports that SK Group will supply chips worth $750 billion to US tech companies, including Nvidia.
According to a report by South Korean media Newsis, citing a presidential advisor, Samsung Electronics and SK Hynix will advance chip cooperation projects worth 1,375 trillion KRW with major US tech companies.
Additionally, market sources indicate that Samsung Electronics has signed a memorandum of understanding with Broadcom for a five-year advanced memory chip foundry agreement worth $20 billion.
Since 2019, Mid-to-Long Term Performance of IPOs Has Generally Underperformed the Broader Market
Odaily Planet Daily reports that Frank Chaparro, Director of Strategic Communications at GSR, posted a statistical chart from Apollo Global Management on IPO investment returns. The chart shows the market-adjusted average return of US-listed IPO stocks within three years of listing from 1980 to 2024. The statistics indicate that IPOs generally underperform the broader market in the mid-to-long term, a phenomenon particularly pronounced between 2019 and 2024.
Frank Chaparro commented: "Since 2019, participating in IPOs has consistently been a losing bet."
Robinhood in Talks with Crypto.com for Prediction Market Partnership
Odaily Planet Daily reports that Robinhood is in talks with Crypto.com regarding a prediction market business partnership. If an agreement is reached, prediction markets offered by Crypto.com would be integrated into Robinhood, allowing users to participate in Crypto.com's prediction markets via Robinhood.
Robinhood has primarily relied on partners like Kalshi, Interactive Brokers' ForecastEx, and Rothera for prediction market contracts. This move could put Robinhood in more direct competition with Kalshi. (WSJ)
Odaily Planet Daily reports that Binance Research stated on X that 30% of Gen Z start investing in early adulthood. Gen Z is also the largest user group for Binance's equity-linked products, bStocks, and TradFi-Perps, collectively contributing $80 billion in trading volume to these products.
Project News
Odaily Planet Daily reports that GLC Research posted on X that Hyperliquid's "Priority Fees" mechanism has achieved significant success, generating over $5 million in cumulative revenue.
Based on 14-day and 30-day averages, the annualized buyback scale supported by this revenue stream has exceeded $30 million, accounting for approximately 7% of HYPE's total revenue. Considering the "priority fees" are still in a very early stage, this figure is expected to continue growing, with annualized revenue potentially reaching $50 million to $100 million by year-end.
Storj Labs Files for Chapter 11 Bankruptcy Reorganization in the US; Business Operations to Continue
Odaily Planet Daily reports that Storj Labs, the parent company of decentralized cloud storage project Storj, announced it has voluntarily filed for Chapter 11 bankruptcy reorganization under the US Bankruptcy Code to resolve historical debts and continue operations.
Storj Labs stated that business will continue as usual during the reorganization period without interruption to customer services. It plans to have the restructured company held jointly by management, the community, STORJ token holders, and investors.
Founded in 2014, Storj is a decentralized storage network allowing users to share idle hard drive space to provide cloud storage services for global clients, incentivized and paid for using the STORJ token.
DeFi Aggregator Odos to Cease All Services on July 30; Routed $104 Billion in Transactions
Odaily Planet Daily reports that the team behind decentralized trading aggregator Odos stated that the company operating the platform is gradually winding down operations, with all services ceasing on July 30, 2026. The Odos application will enter read-only mode on July 27, allowing users to view balances and history but not execute new trades. Odos stated that the platform never directly custodied user funds; assets connected via external wallets like MetaMask, Rabby, or hardware wallets remain controlled by user private keys. Users who created wallets within Odos via Google, Apple, or email login need to export their private keys or transfer assets to self-custodial wallets before July 30. Odos was spun off from The Graph contributor Semiotic Labs in 2022 and has routed over $104 billion in transactions across approximately 15 blockchain networks. Its monthly trading volume peaked at around $7.85 billion in December 2024 before declining to several hundred million dollars by mid-2026. The ODOS token continues to operate independently of this shutdown. Odos DAO is independent of the operating company and stated it will announce plans later. The Odos team confirmed it will not launch new products, token migrations, token claims, or airdrops, and warned users to be vigilant against related scams.
Dango Announces Shutdown; Trading to Pause July 29, L1 Network to Close August 13
Odaily Planet Daily reports that DeFi platform Dango has announced it will end project operations. The
