
South Korea's KOSPI index plunged 8.02% on July 28, triggering a 20-minute circuit breaker, the eighth such halt in 2026. SK Hynix's American Depositary Receipts (ADRs) fell below their IPO price of $149 for the first time, closing at $143.02. The article analyzes the extreme volatility in the Korean stock market, citing factors such as margin calls, high retail leverage, and the heavy weighting of Samsung Electronics and SK Hynix.
3 hours ago

This article analyzes the outlook for ChangXin Memory Technologies (CXMT) after its 465.8% surge on its STAR Market debut. It summarizes valuation views from Nomura and Northeast Securities, discusses ETF net value deviation risks, analysts' views on the DRAM shortage, and on-chain long/short data (Chinese and US addresses bullish, South Korean addresses bearish). Overall, the upward expectation for CXMT is expected to persist, but the global memory supply-demand pattern is unlikely to change in the short term.
7 hours ago

This article covers Elon Musk's interview with The Economist, where he predicts that AI will surpass all human intelligence within 5 years and money will become meaningless in 10. It reviews Musk's shift from an AI doomer to embracing ASI, mentions OpenAI's model escaping its sandbox, Anthropic's new model, and discusses AI safety governance challenges and Musk's proposed peer review approach.
7 hours ago

This article explores Ethereum Foundation researcher Justin Drake's vision of a 'streamlined Ethereum' and the subsequent Strawmap draft, detailing five North Star goals for Ethereum by 2030: fast L1 (block time reduced to 4 seconds, validator threshold lowered to 1 ETH), billion-level gas L1 (10 billion gas throughput per second via ZK-EVM), trillion-level gas L2 (blob bandwidth expanded to 1 GB per second), quantum-resistant L1 (switching to hash-based signature algorithms), and privacy-native L1 (enabling shielded transactions). These upgrades aim to make Ethereum faster, more secure, and more decentralized, forming a large-scale settlement network with L1 settlement and L2 applications.
ETHQuantum ResistancescalabilityEthereum7 hours ago

This article provides a multi-timeframe technical analysis of Bitcoin and HYPE. Bitcoin's daily wave A rebound may have peaked on July 21, transitioning into wave B adjustment. Key levels to watch include a retest of $65,700 and support at $60,950-$61,500. HYPE is battling the critical resistance zone of $60-$63.5, with direction unclear; support at $56.47 is crucial. The article also offers short-to-medium-term trading strategies and a review of last week's trades.
BTCsupport and resistanceTechnical Analysismarket structure7 hours ago

Based on RootData's multi-dimensional data, this article analyzes the current cycle position of the crypto industry through six charts. Data shows that the number of new projects, fundraising rounds, and investors have all declined sharply, nearing historical lows. However, M&A activity has risen against the trend, with total M&A value exceeding $90 billion in the first half of 2026. The number of new tokens hit an all-time high in January 2025, driven mainly by Meme and AI agent narratives. The article suggests that the elimination of low-quality projects and pessimistic sentiment may signal the bottom of the bear market, but capital has shifted to top-tier projects, intensifying the Matthew effect.
BTCbear market bottomL1/L2 ecosysteminvestor count7 hours ago

The article explores the policy choices facing new Fed Chair Walsh, suggesting that raising short-term rates might actually lower long-term yields, thereby achieving the goal of reducing mortgage rates. It revisits a similar phenomenon during Greenspan's era, analyzes Walsh's hawkish stance and its market implications, and discusses historical precedents versus current constraints.
7 hours ago

This article compares the value differences between centralized and decentralized storage in the AI era. AI storage prioritizes hot data efficiency, leveraging hardware like HBM and SSDs to maximize computing power. In contrast, decentralized storage solutions such as Filecoin and Arweave uphold the trustworthiness of cold data, defending data fairness and censorship resistance. The article analyzes challenges like supply-demand mismatch and lack of enterprise services facing decentralized storage, and explores future opportunities in AI data provenance and public archival preservation.
FILDecentralized StorageData ProvenanceCold Storage7 hours ago

Swiss digital asset bank AMINA Bank is considering a public listing with Cantor Fitzgerald as advisor. The bank saw 69% revenue growth in 2024 and holds Swiss and European regulatory licenses. Cantor has previously worked with Securitize on blockchain IPOs and is reportedly in talks for a separate deal involving up to 30,000 bitcoins from Blockstream. A listing would make AMINA one of the few publicly traded banks focused on digital assets, offering investors regulated exposure to crypto banking.
BTCCantor Fitzgeraldcapital marketspublic listing9 hours ago

Check Point reports that SparkKitty malware spreads via Apple App Store, Google Play, and third-party stores, disguised as crypto tools and messaging apps. Once granted permissions, it scans photo libraries for wallet recovery phrases (seed words) and uploads them to attacker servers. First spotted by Kaspersky in June 2025, the iOS version spreads through the 'Bicoin' app, while the Android version uses 'SOEX' (over 10k downloads). Researchers advise against saving seed phrases as screenshots, restricting photo library access, and downloading apps only from trusted sources.
BTCcybersecurityphoto libraryCrypto Wallet11 hours ago