Odaily星球日報訊 CryptoQuant 分析師 Darkfost 在 X 平台表示，數據顯示，比特幣目前正在 5.9 萬至 7 萬美元區間構築重要支撐位，該區域已成為比特幣歷史上防守最為激烈的價格區間之一。

目前約 50% 的比特幣總供應量已在 5.9 萬美元上方完成換手；若剔除被認為已永久遺失的數百萬枚比特幣，這一比例還將進一步提高，推動這一輪換手的主要是短期持有者（STH），市場參與者的行為正在出現分化，一部分投資者選擇恐慌拋售，而另一部分則持續增持。

不過，儘管多項指標已進入極度悲觀或超賣區域，5.9 萬至 7 萬美元區間的形成具有一定合理性，但這並不意味著市場已經確認觸底，更準確地說，比特幣底部結構目前仍處於建構過程中。此外，8.45 萬美元附近的大規模交易峰值主要源於 Coinbase 內部比特幣轉移，不應被納入市場行為分析。

Monitoring by the PPP prediction market tool shows that in the Polymarket "2026 World Cup Final: Spain vs. Argentina" prediction event, a smart money account (address: 0x5b4ec9c06b284ee52c41a761974d836992880232) with total profits exceeding $714,000 has purchased over $1.054 million on Spain defeating Argentina. The average opening price was 59.3¢, with a purchase of 1,776,446.7 shares. This prediction market is settled based on the final result of the match, including extra time and the penalty shootout.

The 2026 World Cup Final between Spain and Argentina will be held on July 20 at 3:00 AM Beijing time at MetLife Stadium in New Jersey, New York, USA. The two teams have only faced each other once in the group stage of the 1966 World Cup, where Argentina won 2-1, 60 years ago. This will be their first meeting in a World Cup final.

Join the PPP Signal Push Community, stay a step ahead and seize the opportunity.

Odaily星球日報訊 隨著 SpaceX 股價回落，部分交易員開始通過做空或其他看跌策略押注其進一步下行，在經歷連續四個交易日下跌後 SpaceX 的股價正式跌破 135 美元的發行價，從歷史高點算起 SpaceX 的累計跌幅超過 40%，市值蒸發超過萬億美元，馬斯克財富也在過去 1 個月縮水超過 2500 億美元。（英國金融時報）

Odaily星球日報訊 Ansem 在 X 平台發文表示，其已將 Zcash（ZEC）的價格提醒設置在 750 美元附近。Ansem 指出，ZEC 價格過去近一年一直處於橫盤整理階段，若後續突破前高並創出新高，本輪上漲趨勢的下一階段或將十分強勁。

不過，Ansem 稱，目前自己尚未持有 ZEC 多頭倉位，但認為，如果價格最終突破關鍵阻力位，投資者未提前進行佈局可能將成為一個錯誤。

Odaily Odaily reports that Kim Yong-beom, head of the Office for Government Policy Coordination under the South Korean presidential office, stated today that in response to single-stock leveraged ETFs, which have recently sparked controversy over stock market volatility, the government will study and implement supplementary improvement measures. However, it is realistically difficult to take delisting measures. Currently, the scale of single-stock leveraged ETFs has already exceeded 10 trillion won, and investors have already participated in trading. Forcible delisting would itself cause a huge shock to the market, making it unrealistic. These products were launched after thorough discussion. Besides meeting investment demand, they also serve the policy purpose of attracting funds that flowed to overseas markets back to the Korean market, and are not a policy failure.

Kim Yong-beom pointed out that these products carry structural risks and still require further optimization, especially the management mechanism for the deviation rate between the ETF and the price of the underlying asset. To maintain the target leverage multiple, leveraged ETFs may execute concentrated trades during periods of rapid market fluctuations, thereby intensifying short-term selling pressure. Regulators, asset management companies, and securities firms need further discussion on how to reduce the impact of these products on the market during specific periods, including whether to mandate that adjustments be completed within 30 minutes, whether to allow for extended adjustment periods, and whether risk management can be achieved through other derivative methods. (KBS)

Odaily 星球日報訊 美國克利夫蘭聯準主席哈馬克最新暗示，美聯準可能需要提高利率，以遏制持續高漲的通膨。目前，利率期貨交易員認為美聯準 7 月升息的機率約為 15%，而 9 月升息機率約為 65%。（金十）

Odaily星球日报讯 SK 集团會長、大韓商工會議所會長崔泰源日前在濟州論壇期間舉行的媒體座談會上表示，明年全球半導體需求將大幅成長，其中人工智慧（AI）領域需求預計較今年增加 60%至 100%，整體半導體產品需求也將成長至少 50%至 60%。但明年新增供應量幾乎為零，供需缺口恐進一步擴大。

崔泰源預測，繼能源和電力設備之後，材料供應和設施建設或成為制約產業發展的新瓶頸。他說，隨著 AI 產業發展，電線及相關材料可能出現短缺，目前相關產品價格已經上漲，海底電纜也供不應求。由於建設規格每隔一兩年就會發生變化，施工難度也在加大。他認為，AI 產業形成自主發展生態仍需時間。當前基礎設施建設投入巨大，尚未產生相應成果，但一旦整個體系開始運轉，AI 產業有望逐步形成自我發展的生態。(韓聯社)

Odaily Planet Daily reported that the leading large model company Moonshot AI has sent an IPO proposal to investors, expecting to complete its Hong Kong stock listing within six months at the earliest. After achieving an ARR of $300 million in June this year and experiencing several-fold growth following the release of the K3 model, the company believes the timing is ripe. It is reported that Moonshot AI's annual recurring revenue tripled within three months. Its new model, Kimi K3, surpasses competitors other than Claude Fable 5 and GPT-5.6 in terms of comprehensive capabilities, and the pricing of Kimi K3 is roughly equivalent to Anthropic's Sonnet. (Kechuangban Daily)

Odaily星球日报讯 三星證券發布報告稱，韓國 ETF 市場正興起「集中型」投資趨勢，減少持倉數量、提高龍頭企業權重的 ETF 成為新熱點，投資者傾向透過 ETF 集中押注各主題中的核心龍頭企業。目前韓國市場中持倉數量大幅壓縮的「超集中型 ETF」供需正在快速增長，傳統行業或主題 ETF 通常持有 30 至 50 隻以上股票，而超集中型 ETF 則將半導體、機器人、科技巨頭等領域中的後排企業剔除，僅聚焦 1 至 2 家核心龍頭。

數據顯示，美國以「七巨頭」為核心的等權 ETF MAGS 跑贏納斯達克 100 指數和標普 500 指數，也進一步提升了市場對集中型 ETF 的信心。截至 7 月 13 日，SOL AI 半導體 TOP2 Plus ETF 規模達到 5.787 兆韓元，成為今年上市 ETF 中規模最大的產品；ACE K 半導體 TOP2+ ETF 和 1Q K 半導體 TOP2+ ETF 規模也分別達到 2914 億韓元和 2455 億韓元。（NATE）

Odaily Planet Daily News According to Coinglass data, the Coinbase Bitcoin Premium Index has been in negative territory for two consecutive months (from May 19 to July 19, a total of 62 days), with the latest reading at -0.0633%. Previously, the index recorded a consecutive negative premium for 40 days from January 16 to February 24 this year, setting the longest "consecutive negative" record since the indicator's launch, surpassing the approximately 30-day consecutive negative premium period during the "1011 crash." Historical data shows that prolonged negative premiums often coincide with the withdrawal of US institutional funds, warranting caution against short-term downward correction pressure.

Odaily Planet Daily reported that Michael Saylor posted on X platform, stating that many Bitcoin supporters he respects support the BIP 110 proposal. He understands and agrees with these individuals' desire to protect Bitcoin, but believes the solution proposed by the proposal is "more dangerous than the problem itself." Bitcoin needs guardians who uphold network neutrality, and he stated that he will put forward "110 reasons" to explain why Bitcoin must adhere to the principle of neutrality. The key to protecting Bitcoin lies in maintaining its fundamental attributes as a global, open, decentralized monetary network, rather than resolving short-term disputes through methods that could weaken network consensus.

Odaily星球日報訊 啟明創投發布《2026 啟明創投 AI 十大展望》，圍繞基礎模型、具身智能、AI 基礎設施和 AI 應用四大方向，預測未來 12 至 24 個月人工智慧產業的發展趨勢。在 AI 基礎設施方面，AI 算力需求正從訓練階段轉向推理階段，儲存、先進製程和先進封裝等環節將持續面臨結構性短缺。未來兩年，算力資產儲備將成為 AI 企業的重要戰略資源，AI 基礎設施競爭也將從單一晶片競爭升級至涵蓋晶片、互聯、散熱、供電等環節的系統級競爭。未來 12 至 24 個月，AI 應用商業化將更加聚焦垂直行業和高付費用戶，企業效率提升類應用將率先爆發，而隨著 Token 成本下降和交互模式創新，現象級 AI 消費應用也有望逐步出現。

此外，啟明創投預計，AI-Native 組織將從概念進入實踐階段，部分企業有望實現數倍於傳統組織的人均生產效率提升。

Odaily星球日報訊 根據最新行業調研，全球DRAM市場第三季度平均售價（ASP）預計將季增21%，這一預期高於TrendForce此前對傳統DRAM價格上漲13%至18%、以及包含HBM在內整體上漲8%至13%的預測。

分析認為，第三季度DRAM價格上漲主要受到多項因素推動，包括伺服器DRAM價格季增20%至30%，高速LPDDR5需求強勁；DDR5及DDR4現貨市場持續升溫，7月價格進一步季增走高；HBM4訂單增加；長期協議（LTA）覆蓋比例低於50%，更多現貨及非長期協議訂單推動價格上漲；同時，部分OEM廠商的緊急採購也推動DRAM和NAND價格漲幅超過20%。

市場此前擔憂存儲芯片廠商第三季度業績可能不及預期，但最新合同價格檢查結果顯示，DRAM價格漲勢強於市場共識。與此同時，台積電和ASML近期釋放的積極指引，也進一步強化了市場對存儲行業景氣度上行的預期。（Barrons）

Odaily Planet Daily News According to data from the Korea Exchange, from July 1 to 16, foreign investors net sold approximately 12.44 trillion won of South Korean stocks, including 12.10 trillion won net sold on the KOSPI market and 338.1 billion won net sold on the KOSDAQ market. Meanwhile, foreign capital defied the trend by net purchasing approximately 593.7 billion won in Korean ETFs. Notably, ETFs tracking the KOSPI 200 index and inverse ETFs betting on market declines were both among the top net purchases by foreign investors, indicating that foreign capital is not unilaterally bearish on the market but is hedging risks and responding to market volatility through long-short product allocation.

Regarding individual stock leveraged ETFs, foreign investors showed a divergence in sentiment towards Samsung Electronics and SK Hynix, with the two companies experiencing a stark contrast in fortunes. From July 1 to 16, foreign capital net purchased Samsung Electronics single-stock leveraged ETFs worth 22.7 billion won, but net sold SK Hynix-related leveraged ETFs by as much as 122.1 billion won. (Etoday)

Odaily星球日報訊 USDH 發行方 Native Markets 發文宣布 USDH 官網兌換入口已停運，入口停用後，USDH 兌換服務將遷移至 Bridge 官方渠道，未來數月 Bridge 將繼續提供 USDH 的 1:1 贖回和兌換服務，但用戶需要在 Bridge 平台完成獨立的帳戶註冊和准入流程。