Odaily星球日报讯 据 Hyperinsight 监测显示，0x9a8 开头巨鲸今日早间继续加仓长鑫存储，在约一个半小时内通过 222 笔成交买入 11.2 万份，成交额约 72.1 万美元，加权买入价为 6.44 美元。
该地址目前以 5 倍逐仓做多 157.22 万份 CXMT，仓位价值约 1040.8 万美元，持仓均价 6.6168 美元。CXMT 现报 6.6203 美元，仓位基本处于盈亏平衡，清算价为 0.7374 美元。
除已成交部分外，该地址仍在 5.89 至 6.28 美元挂有 8 笔加仓买单，计划继续买入 12 万份，挂单金额约 73 万美元。该巨鲸自 7 月 15 日首次开多以来，已累计买入 157.22 万份，期间未出现任何减仓。
Odaily星球日报讯 亞洲科技股的下跌使新興市場基準指數跌至三個月來的最低水準，但油價回落幫助歐洲股市和貨幣免受拋售影響。截至北京時間 16 點，MSCI 新興市場指數下跌 3.6%，創自六月底以來的最大單日跌幅，也跌至四月以來最弱水準。
週二，韓國股市遭遇一系列交易暫停，晶片製造商的疲軟情緒蔓延至各行業。韓國 KOSPI 指數暴跌近 11%，三星電子和 SK 海力士股價均下跌超過 13%。(金十)
Odaily星球日报讯 CryptoRank 数据显示，7 月 RWA 代币中位回报率达 10%，在主要加密叙事中排名第一。7 月 24 日，链上 RWA 总规模升至 322 亿美元，较月初增长 12.3%，超过今年 4 月创下的历史高点。
Odaily星球日報訊 Hyperliquid 聯合創始人 iliensinc 回應今早 Trade.xyz 上 SK 海力士報價異常事件，其表示，Hyperliquid 是無需許可的區塊鏈，不同團隊可基於其基礎設施部署和運營市場，其中 xyz:SKHYNIX 永續合約由 XYZ 團隊部署及運營，目前 XYZ 團隊正在調查相關情況，並將在得出結論後公佈更新。
其同時解釋稱，HIP-3 市場部署方負責提供標記價格、預言機及外部永續合約價格等數據。以類似 BTC 永續合約的定價機制為例，協議提供鏈上最新成交價、最佳買價和最佳賣價的中位數作為三個價格組成部分之一，另外兩個價格由部署方提供，三者共同影響最終標記價格。
Odaily Planet Daily reported that according to data provided by asset management firm Rayliant, the 60-day correlation between South Korea's KOSPI and the Nasdaq 100 has recently climbed to around 0.50, reaching its highest level since 2021. Market participants warn that this closer relationship also brings risks, as the increase in correlation erodes the diversification and risk-hedging effects that investors have traditionally sought by holding both US and South Korean stocks. (Caixin)
Odaily Planet Daily News According to MSX.COM data, at the close of Hong Kong stock market, the Hang Seng Index rose 0.41%, and the Tech Index rose 0.61%. Storage concept stocks plummeted, with Southern CSOP 2x Long SK Hynix falling 30%, Southern CSOP 2x Long Samsung Electronics falling over 26%, GigaDevice falling over 17%, and Montage Technology falling over 13%. The "twin giants" of AI large models both declined, with ZhiPu falling over 18% and MiniMax falling over 14%.
According to Odaily Planet Daily, based on MSX.COM data, US commercial aerospace stocks declined in pre-market trading, with SpaceX, Rocket Lab, and ASTS all falling over 2% before the market opened.
Odaily Planet Daily News According to MSX.COM data, Microsoft's US stock rose nearly 1% in pre-market trading. Earlier, the company launched its first AI model dedicated to cybersecurity.
Odaily Planet Daily News According to MSX.COM data, US stocks semiconductor stocks fell in pre-market trading. SK Hynix (SKHY.O) fell 4%, Micron Technology (MU.O) dropped nearly 5%, and NVIDIA (NVDA.O) fell 1.4%.
Odaily Planet Daily News According to Gate data, Brent crude oil futures fell nearly 3% to $85.71 per barrel, the lowest level since July 17.
Odaily Planet Daily News Market sources report that TSMC (TSM.N) is assessing the impact of the disaster on its Kumamoto factory. (Jin Shi)
Earlier news indicated that a maximum-intensity earthquake occurred in Kumamoto, Japan.
Odaily星球日报讯 CryptoQuant 分析师 Darkfost 表示，主要交易所比特币现货交易量较 2024 年底下降超 75%。币安 7 月交易量超 350 亿美元，低于 2024 年 11 月的 2460 亿美元；Bybit 下降 85%，Coinbase 下降 61%，OKX 下降 67%，为 2023 年熊市后期以来最低水平。
Darkfost 指出，美伊冲突加剧压制风险情绪，通胀引发高利率担忧，股市持续吸收流动性，均对投机资产不利。比特币回归看涨趋势需宏观格局转变和需求回归。
