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Citrini analyst jukan said on the X platform that Samsung Electronics' foundry division is expected to reach 100% capacity utilization in the second half of this year. Current capacity utilization is estimated at 70% to 80%. With order backlogs and progress in contract negotiations, both internal and external parties at Samsung believe the target is essentially assured. The division has been in a depressed state with capacity utilization below 50% since 2024, and after about a year, it is approaching full operation, with signs of a turning point in its long-term loss-making structure. Industry sources say that the rise in capacity utilization is driven by high-bandwidth memory (HBM) base chips and growing demand for advanced products centered on major US Big Tech clients. With 4nm applied to the sixth-generation HBM, namely HBM4, memory market momentum is directly boosting foundry capacity utilization. Meanwhile, 2nm orders from major cloud service providers and AI and high-performance computing clients are expanding, and project discussions with major customers such as Broadcom are ongoing. Customer diversification is also progressing. Samsung's foundry business has long been criticized for relying on specific customers, but recently, Big Tech companies such as Qualcomm, AMD, and Google have begun participating in negotiations. Tesla is also reportedly placing its next-generation chip orders with the 2nm process, driving the expansion of the mid-to-long-term order pipeline. However, the market generally believes that converting these orders into actual mass production contracts requires 2nm yield to stabilize in the 70% range; the current yield is estimated to be in the 60% range, and the pace of subsequent improvement is a key focus. The business structure is also being adjusted. Revenue from advanced processes is expected to exceed 50% this year, and the share of AI and high-performance computing revenue is expected to expand from nearly 20% last year to over 30% this year. In the second half of the year, mass production of second-generation 2nm process SF2P mobile products will begin. Texas Taylor Fab 1 is preparing to start operations this year as planned, and Taylor Fab 2 will break ground within the year, targeting mass production by 2030. As customer inquiries for the 1.4nm process increase, Samsung is also evaluating additional wafer fab plans. At its second-quarter earnings call on July 30, Samsung said capacity utilization across all nodes improved year-over-year, and advanced nodes at 8nm and below have achieved the highest levels by focusing on high-growth demand products. Samsung expects the number of 2nm project wins this year to more than double from last year. Regarding the timing of returning to profitability, Samsung said it is difficult to specify an exact timeframe but indicated it should be achievable in the near term. Analysts expect non-memory businesses, including foundry and System LSI, to turn profitable as early as the
Odaily News: Major cryptocurrencies moved lower on Monday, with Bitcoin briefly falling to around $62,800 and Ether dropping to $1,858. Although expectations related to the geopolitical situation had improved earlier, the market failed to sustain a rebound. Following the expansion of the Coldcard hardware wallet vulnerability, approximately 1,367 BTC flowed out of roughly 4,585 addresses, valued at nearly $89 million, occurring across three rounds of attacks. The market's weakness stood in contrast to falling crude oil prices, a pullback in U.S. Treasury yields, and gains in stock index futures.
According to Hyperinsight monitoring, the address associated with Polymarket trader "xm39" closed all remaining 82,700 long positions on crude oil (CL) on the evening of July 31, with a trading volume of approximately $6.904 million, at an average closing price of $83.52, realizing a profit of approximately $97,000. Afterwards, the address maintained a no-position stance on crude oil defensively for two days.
According to CoinDesk, a wallet associated with Trump Media recently transferred 2,628 Bitcoin to Crypto.com, valued at approximately $165 million at the time. Following the transfer, approximately 4,261 Bitcoin remained in the on-chain traceable wallet, an amount basically consistent with the scale of Bitcoin pledged as collateral for convertible notes previously disclosed by the company.
Odaily News: Trump Media has transferred 2,628 Bitcoin to Crypto.com, valued at approximately $165 million. The flagged wallet now holds roughly 4,261 Bitcoin, approaching the amount of collateral pledged for its convertible note. Trump Media previously purchased 11,542 Bitcoin for approximately $1.37 billion, with the buy price near the market peak. Since then, 7,281 Bitcoin have been transferred out. On-chain analysts estimate the company has realized losses of roughly $318 million, with an additional unrealized loss of approximately $237 million. Trump Media reported first-quarter revenue of $871,200 and a net loss of $405.9 million. The company has not yet clarified whether the latest transfer constitutes a sale or a custodial move, and the distinction will be disclosed in its second-quarter 10-Q filing.
official data shows Gate's yield-bearing stable asset GUSD has surpassed $224 million in cumulative subscription volume. Currently, users holding GUSD can enjoy five-fold yield benefits, including deposit rewards, GUSD demand deposit subscription yield, 1:1 lossless redemption, and stacked rewards from Launchpool dual staking pools, offering multiple asset appreciation opportunities across various scenarios.Among these, Gate GUSD demand deposit treasury product supports users holding GUSD to earn an annualized yield of 3.8%, with yields distributed daily and supporting flexible deposits and withdrawals; the original subscribed currency can be redeemed 1:1 without loss, with no redemption fees. Additionally, new users participating in GUSD demand deposit treasury subscriptions can enjoy a limited-time 100% annualized yield.In terms of ecosystem yield, Gate Launchpool currently has multiple staking pools open simultaneously, including SPCX and ANTFUN. Data shows that the SPCX GUSD pool currently has a total liquid staking amount of 44,679,086.85 GUSD with an APR of 4.85%; the ANTFUN GUSD pool currently has a total liquid staking amount of 76,454,030.14 GUSD with an APR of 5.06%. After users stack GUSD demand deposit yield, the combined annualized yields of the two pools can reach 8.65% and 8.86%, respectively.In addition, Gate is launching a deposit trading carnival event from July 27 at 18:00 to August 11 at 18:00 (UTC+8). Users who complete designated net deposits and trading tasks can receive deposit rewards and participate in trading challenges, with a maximum reward of 8,938 USDT per individual.
Bitget launches a new user contracts campaign, running from August 3 to August 10. During the event, new users who make a first deposit of at least 200 USDT on the day and achieve a daily contract trading volume of 4,000 USDT will receive a 20 USDT reward. Additionally, users who complete designated deposit and contract trading tasks can also earn advanced rewards, with a cumulative maximum of 80 USDT per person. For more details, please refer to the official Bitget platform.
According to Cailianshe, US-listed companies are successively announcing their second-quarter earnings reports. Data from FactSet, a U.S. financial data and analysis software service provider, shows that based on data from companies that have already announced earnings and analyst forecasts for companies that have not yet announced earnings, S&P 500 index component companies are expected to achieve a 47.4% year-on-year growth in earnings this quarter. This will be the strongest quarter of earnings growth in the past five years.
Odaily News: According to Onchain Lens monitoring, a Bitcoin whale transferred 730 BTC, worth approximately $46.12 million, to a new wallet after 4 years of dormancy. On-chain history shows that this wallet accumulated these holdings over the past 7 years.
Odaily News: According to an official announcement, Binance has decided to cease trading and delist the following tokens at 03:00 (UTC) on August 17, 2026: Across Protocol (ACX), Hashflow (HFT), PIVX (PIVX), Vulcan Forged PYR (PYR), Vanar (VANRY), and Viction (VIC). All spot trading pairs will be removed, and trading bot services will be terminated simultaneously. Deposits will be suspended after 03:00 (UTC) on August 18, 2026, with withdrawals available until 03:00 (UTC) on October 17, 2026. Services for futures, leverage, and wealth management products will also be gradually discontinued.
According to Lookonchain monitoring, whale address bc1qpt transferred all 16,400 BTC held to a new address 1 hour ago after being dormant for 7 months, worth approximately $1.04 billion at current prices.
Odaily News: According to on-chain analyst Ai Yi's monitoring, an address deposited 1.448 million USDC as margin to Hyperliquid this morning, then placed cumulative bullish buy orders worth $10 million for SKHX in the range of $991.22 to $1,016.6, with entry triggered if SKHX declines further.
Odaily News Crypto analyst Murphy stated on X that on-chain data reveals a rare large-scale movement of coins by Bitcoin long-term holders (LTH) recently. Over the past two days, more than 65,000 BTC have moved on-chain each day (excluding internal transfers within the same entity), leading to a notable decline in LTH net positions.Data shows that LTH net positions had begun to deviate from their previous continuous growth trend since May this year, entering a plateau in July, with the recent large-scale transfers being relatively uncommon over the past year. Among these, approximately 14,000 BTC flowed into exchanges. Some of the funds include a transaction where a company under Trump's umbrella transferred 2,628 BTC to Crypto.com.Currently, aside from the portion flowing into exchanges, the destination and purpose of the remaining coins reduced by long-term holders remain unclear. Murphy stated that potential risks currently affecting the BTC market include: 1) Shifts in Fed monetary policy and rising rate hike expectations; 2) Inflationary pressure from Middle East tensions and oil price changes; 3) Valuation concentration in the AI sector and financing risks behind high capital expenditures; 4) Re-crowding of yen carry trade positions.
According to Hyperinsight monitoring, CXMT's current hourly funding rate has dropped to -0.2430%. A negative rate means shorts pay longs; calculated statically based on the current rate, the simple annualized yield is approximately 2129%.
According to Hyperinsight monitoring, the whale starting with 0xc278 has completed a total of 61 rounds of BRENTOIL trades since trading Brent Crude Oil on March 19, among which 59 rounds were long positions and only 2 rounds were short positions, with the long position ratio reaching 96.7%. All 61 rounds of trades resulted in a total net loss of approximately $2.431 million, with million-dollar-level heavy positions accounting for 99.4% of the losses.
Odaily News: According to on-chain analyst Ai Yi's monitoring, two new addresses opened a combined $6.94 million long position on KAITO with 5x leverage on Hyperliquid in the early hours of today, with a position size of $7.106 million, making them the TOP 1 and TOP 2 largest KAITO positions. The margin source for both is OKX. KAITO has fallen nearly 20% in the past 24 hours, and these two addresses are currently facing a floating loss of $991K.
: Bitgo CEO Mike Belshe deposited 100 BTC into a public Bitcoin address on August 1, worth approximately $6.3 million at the time, and invited Anthropic's Claude model to attempt to move the funds out of the address. On-chain records show the wallet received the funds on July 31, and the balance had not been transferred out as of August 2. Anthropic previously disclosed that during 141,006 cybersecurity assessment runs, 3 incidents were found, with 6 evaluation sessions involving 3 models inadvertently interacting with real organizational systems. The models involved include Claude Opus 4.7, Claude Mythos 5, and an unreleased internal research model. The cause was a configuration error by third-party testing partner Irregular, which led to the test environment being connected to the internet. Anthropic stated that Claude Opus 4.7, during one evaluation, located a real website with the same name as a simulated company, exploited weak passwords and exposed services to recover infrastructure credentials, and accessed a production database containing hundreds of records. The company said the model was attempting to complete assigned tasks, not actively breaking constraints or pursuing independent goals. Belshe's challenge involves Bitgo's institutional custody platform, which uses multi-signature or multi-party computation technology to distribute signing authority across multiple independent keys. As of August 2, Anthropic had not publicly responded to the challenge.
Odaily News – ChangXin Technology has drawn significant market attention since its listing, with analysts showing stark divergence in their assessments of its future value. According to data, the most optimistic analyst believes ChangXin Technology's market capitalization could reach $1.1 trillion over the next 12 months, while the most pessimistic forecast sits at approximately $160 billion. The disagreement primarily centers on whether ChangXin Technology can capture market share in the DRAM sector and whether it can achieve breakthroughs in HBM technology.Bullish analysts argue that China's push for semiconductor self-sufficiency and the domestic DRAM supply-demand gap will help ChangXin Technology expand rapidly. Bearish analysts, on the other hand, worry that new industry capacity could drive DRAM prices down between 2027 and 2028, weighing on profitability across the entire memory sector.ChangXin Technology's stock surged 523% in its first week of trading. The market continues to monitor its progress in HBM technology, as well as whether China's domestically developed DUV lithography tools can help narrow the gap with Samsung, SK Hynix, and Micron. (Bloomberg)
Odaily News: According to Onchain Lens monitoring, a whale deposited 873,160 wstHYPE (approximately 47.37 million USD) and 627,810 kHYPE (approximately 33.71 million USD) into Hyperlend, and then borrowed 20.57 million USDC. The health factor is 2.91, with net borrowing equity of approximately 60.5 million USD.
: Multiple market analysts have stated that after the US joined Japan in intervening in the yen, shorting the yen now carries higher risks.Analysts pointed out that the joint US-Japan action has enhanced the credibility of the authorities' efforts to stabilize the yen, making it more difficult for the market to persistently bet against the currency. However, relying solely on currency intervention is unlikely to change long-term trends. Sustained yen strength will still require fundamental support, such as further policy tightening by the Bank of Japan, a decline in US yields, or an improvement in Japan's fiscal outlook. Some analysts believe that a stronger yen could put pressure on Japan's export-dependent companies and stock market, while if the intervention falls short of expectations, it could also raise concerns about further yen depreciation. (Bloomberg)