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On July 6, according to monitoring by ai9684xtpa, as SK Hynix continued to decline during the trading session, a certain whale initiated a long position of approximately $7.8 million in SK Hynix (SKHX) with 3x leverage about half an hour ago, with an opening price of around $1,604. The current exposure holds approximately 5,095 contracts, and the whale plans to add another $6 million position when the price falls to the range of $1,400 to $1,500. Additionally, the account holds a long position of about $8.3 million in Micron (MU) with 4x leverage, resulting in a total unrealized loss of approximately $590,000 across both positions in the storage sector.

[Whale Increases Position in Storage Sector, Investing $16.09 Million in SK Hynix and Micron]On July 6, according to monitoring by ai9684xtpa, as SK Hynix continued to decline during the trading session, a certain whale initiated a long position of approximately $7.8 million in SK Hynix (SKHX) with 3x leverage about half an hour ago, with an opening price of around $1,604. The current exposure holds approximately 5,095 contracts, and the whale plans to add another $6 million position when the price falls to the range of $1,400 to $1,500. Additionally, the account holds a long position of about $8.3 million in Micron (MU) with 4x leverage, resulting in a total unrealized loss of approximately $590,000 across both positions in the storage sector.

Whale Increases Position in Storage Sector, Investing $16.09 Million in SK Hynix and Micron

On July 6, the South Korean KOSPI index widened its intraday decline to 2.00%, with constituent stock SK Hynix falling 4.6% and Samsung Electronics dropping 0.64%. (Jin Shi)

[SK Hynix Falls 4.6%, Samsung Electronics Drops 0.64%]On July 6, the South Korean KOSPI index widened its intraday decline to 2.00%, with constituent stock SK Hynix falling 4.6% and Samsung Electronics dropping 0.64%. (Jin Shi)

SK Hynix Falls 4.6%, Samsung Electronics Drops 0.64%

On July 6, on-chain analyst @ai_9684xtpa reported that the address 0x004…c1bb8 opened a long position of approximately $38.07 million in BTC at 20x leverage on Hyperliquid at 8:30 AM. This position currently holds about 600 BTC and has entered the top six BTC holdings on the platform, with an opening price of around $63,476. The account has also set up a staggered take-profit and stop-loss mechanism: it will take profit on 200 BTC when the price rises to $65,000, and another 100 BTC if it further rises to $66,000, while a stop-loss of 200 BTC will be triggered if the price falls to $60,000. Overall, this trade employs a segmented exit strategy based on high leverage to cope with the current high volatility in BTC.

[Hyperliquid Sees $38.07 Million BTC Long Position at 20x Leverage, Ranks Among Top 6 Holdings]On July 6, on-chain analyst @ai_9684xtpa reported that the address 0x004…c1bb8 opened a long position of approximately $38.07 million in BTC at 20x leverage on Hyperliquid at 8:30 AM. This position currently holds about 600 BTC and has entered the top six BTC holdings on the platform, with an opening price of around $63,476. The account has also set up a staggered take-profit and stop-loss mechanism: it will take profit on 200 BTC when the price rises to $65,000, and another 100 BTC if it further rises to $66,000, while a stop-loss of 200 BTC will be triggered if the price falls to $60,000. Overall, this trade employs a segmented exit strategy based on high leverage to cope with the current high volatility in BTC.

Hyperliquid Sees $38.07 Million BTC Long Position at 20x Leverage, Ranks Among Top 6 Holdings

On July 6, Amazon AWS notified relevant supply chain vendors that it would raise its shipment forecast for the third quarter of 2026, estimating an increase of 20% to 30% compared to the original forecast, indicating AWS's optimistic outlook for Trainium 3 sales.

[Amazon AWS Increases ASIC Server Shipment Forecast by Over 20%]On July 6, Amazon AWS notified relevant supply chain vendors that it would raise its shipment forecast for the third quarter of 2026, estimating an increase of 20% to 30% compared to the original forecast, indicating AWS's optimistic outlook for Trainium 3 sales.

Amazon AWS Increases ASIC Server Shipment Forecast by Over 20%

On July 6, according to monitoring by Lookonchain, an unusual transaction by a whale revealed that 1,126.44 ETH (worth approximately $201,000) was exchanged for 5,776 LIT (worth about $14,000), resulting in a paper loss of nearly $2 million. The transaction price deviated significantly from the market value, leading to substantial slippage losses.

[Whale Loses Nearly $2 Million in Unusual Trade Exchanging $201,000 in ETH for $14,000 in LIT]On July 6, according to monitoring by Lookonchain, an unusual transaction by a whale revealed that 1,126.44 ETH (worth approximately $201,000) was exchanged for 5,776 LIT (worth about $14,000), resulting in a paper loss of nearly $2 million. The transaction price deviated significantly from the market value, leading to substantial slippage losses.

Whale Loses Nearly $2 Million in Unusual Trade Exchanging $201,000 in ETH for $14,000 in LIT

On July 6, EthLabs founder Barnabé Monnot (barnabé.eth) released the 'Week 2' update, summarizing the team's latest progress in the launch and financing phases, as well as the direction of ecological discussions. Regarding interoperability (Interop), the team stated that they are increasing confidence in 'zk-based asynchronous interoperability,' believing it will help build safer cross-chain bridges and enhance the native distribution capabilities of assets within Ethereum's multi-layer network. Currently, some cross-chain paths still face latency issues, particularly in the L2→L1 direction; in this context, the intents mechanism can serve as a transitional solution, while ample L1 liquidity also aids in matching cross-chain execution parties (solvers). Meanwhile, the L1→L2 path is expected to significantly reduce confirmation delays through the Fast Confirmation Rule (FCR), with some clients already beginning to integrate this mechanism. In terms of ecological discussions, PropAMMs (Proposal-based AMMs) have become a focal point for various teams and researchers, centered on the potential optimization space between L1 execution efficiency and transaction building (block building). Additionally, ENS has been emphasized as a 'key infrastructure for Ethereum,' with the team continuing to communicate with relevant stakeholders to advance its development direction. Regarding team building, EthLabs has received over 300 applications, processing about 20% of them, with a short-term goal to expand to around 10 people and a mid-term goal to reach about 20 people, focusing on recruiting talent with engineering capabilities and domain expertise. In terms of financing, EthLabs indicated that they are nearing the completion stage of their current funding round, having already secured early support from BitMNR, Sharplink, and Ethereum Joseph, and plan to bring in 1-2 core investors before entering the next phase.

[EthLabs Releases 'Week 2' Update Report, Focuses on Ethereum Interoperability, PropAMMs, and Financing Progress]On July 6, EthLabs founder Barnabé Monnot (barnabé.eth) released the 'Week 2' update, summarizing the team's latest progress in the launch and financing phases, as well as the direction of ecological discussions. Regarding interoperability (Interop), the team stated that they are increasing confidence in 'zk-based asynchronous interoperability,' believing it will help build safer cross-chain bridges and enhance the native distribution capabilities of assets within Ethereum's multi-layer network. Currently, some cross-chain paths still face latency issues, particularly in the L2→L1 direction; in this context, the intents mechanism can serve as a transitional solution, while ample L1 liquidity also aids in matching cross-chain execution parties (solvers). Meanwhile, the L1→L2 path is expected to significantly reduce confirmation delays through the Fast Confirmation Rule (FCR), with some clients already beginning to integrate this mechanism. In terms of ecological discussions, PropAMMs (Proposal-based AMMs) have become a focal point for various teams and researchers, centered on the potential optimization space between L1 execution efficiency and transaction building (block building). Additionally, ENS has been emphasized as a 'key infrastructure for Ethereum,' with the team continuing to communicate with relevant stakeholders to advance its development direction. Regarding team building, EthLabs has received over 300 applications, processing about 20% of them, with a short-term goal to expand to around 10 people and a mid-term goal to reach about 20 people, focusing on recruiting talent with engineering capabilities and domain expertise. In terms of financing, EthLabs indicated that they are nearing the completion stage of their current funding round, having already secured early support from BitMNR, Sharplink, and Ethereum Joseph, and plan to bring in 1-2 core investors before entering the next phase.

EthLabs Releases 'Week 2' Update Report, Focuses on Ethereum Interoperability, PropAMMs, and Financing Progress

On July 6, CoinDesk reported that the Clarity Act failed to be signed into law on July 4, but stakeholders remain optimistic about its passage this year. Staff members are coordinating the differences between the Senate Agriculture Committee and the Banking Committee versions, while Senate leadership still needs to determine when to bring the bill to a full vote. The main obstacles remain focused on ethical provisions. Financial disclosures from Trump indicate he could profit approximately $1.4 billion from the cryptocurrency industry in 2025, providing a basis for Democrats to push for ethical clauses, but this has not changed the nature of negotiations—Senators Gallego and Alsobrooks have made it clear they will not support the bill's passage until an agreement is reached to restrict government officials from profiting from cryptocurrencies. Additionally, the Supreme Court's ruling on the president's ability to dismiss independent agency commissioners has added uncertainty. In terms of timing, the August 7 Senate recess is a critical deadline, while the House faces procedural paralysis, and there remains uncertainty about whether Trump will sign the bill.

[Clarity Act Fails to Be Signed on July 4, Senate's August 7 Recess Becomes Key Deadline]On July 6, CoinDesk reported that the Clarity Act failed to be signed into law on July 4, but stakeholders remain optimistic about its passage this year. Staff members are coordinating the differences between the Senate Agriculture Committee and the Banking Committee versions, while Senate leadership still needs to determine when to bring the bill to a full vote. The main obstacles remain focused on ethical provisions. Financial disclosures from Trump indicate he could profit approximately $1.4 billion from the cryptocurrency industry in 2025, providing a basis for Democrats to push for ethical clauses, but this has not changed the nature of negotiations—Senators Gallego and Alsobrooks have made it clear they will not support the bill's passage until an agreement is reached to restrict government officials from profiting from cryptocurrencies. Additionally, the Supreme Court's ruling on the president's ability to dismiss independent agency commissioners has added uncertainty. In terms of timing, the August 7 Senate recess is a critical deadline, while the House faces procedural paralysis, and there remains uncertainty about whether Trump will sign the bill.

Clarity Act Fails to Be Signed on July 4, Senate's August 7 Recess Becomes Key Deadline

On July 6, Ethereum ecosystem research organization EthLabs announced its latest progress, stating that it is continuously advancing an asynchronous interoperability solution based on zk technology to enhance cross-chain bridge security. The team believes that the latency from L1 to L2 is expected to be further improved through the Fast Confirmation Rule (FCR). They mentioned that they have received over 300 job applications and plan to expand their team to about 10 people in the near term, with a mid-term goal of reaching approximately 20 people. Additionally, EthLabs indicated that its current funding round is nearing completion, having received preliminary support from BitMine, SharpLink, and Ethereum co-founder Joseph Lubin, and is seeking the final 1-2 anchor investors to join.

[EthLabs Advances Asynchronous Interoperability Solution Based on zk Technology, Funding Near Completion]On July 6, Ethereum ecosystem research organization EthLabs announced its latest progress, stating that it is continuously advancing an asynchronous interoperability solution based on zk technology to enhance cross-chain bridge security. The team believes that the latency from L1 to L2 is expected to be further improved through the Fast Confirmation Rule (FCR). They mentioned that they have received over 300 job applications and plan to expand their team to about 10 people in the near term, with a mid-term goal of reaching approximately 20 people. Additionally, EthLabs indicated that its current funding round is nearing completion, having received preliminary support from BitMine, SharpLink, and Ethereum co-founder Joseph Lubin, and is seeking the final 1-2 anchor investors to join.

EthLabs Advances Asynchronous Interoperability Solution Based on zk Technology, Funding Near Completion

On July 6, the CLARITY Act missed its target for signing on July 4, and the window for passing it before the midterm elections is rapidly closing. Although much of the Senate's work can continue behind the scenes during the summer recess, the House of Representatives is currently at a standstill. Negotiators remain optimistic about passing the bill by 2026, but key coordination must be completed before the Senate recess on August 7. If the bill does not pass before the midterm elections, it is highly likely that the Democrats, if they gain control of Congress after the elections, will demand significant modifications to the bill.

[CLARITY Act Faces Setback as Legislative Window Narrows]On July 6, the CLARITY Act missed its target for signing on July 4, and the window for passing it before the midterm elections is rapidly closing. Although much of the Senate's work can continue behind the scenes during the summer recess, the House of Representatives is currently at a standstill. Negotiators remain optimistic about passing the bill by 2026, but key coordination must be completed before the Senate recess on August 7. If the bill does not pass before the midterm elections, it is highly likely that the Democrats, if they gain control of Congress after the elections, will demand significant modifications to the bill.

CLARITY Act Faces Setback as Legislative Window Narrows

Samsung Electronics is expected to announce its Q2 financial report for 2026 on July 7. Due to skyrocketing prices of storage chips driven by demand for AI infrastructure, the market generally estimates its Q2 revenue to be around 169.3762 trillion won, with operating profit reaching approximately 85 trillion won, continuing a record level of profitability. At the same time, the market is also focused on Samsung's growth momentum for the second half of the year, including the expansion of demand for HBM4, high-performance SSDs, and AI server-related storage, as well as progress in 2nm advanced process and AI chip foundry collaborations, which are seen as key growth variables.

[Samsung to Release Q2 Financial Report Next Week: Surge in Memory Business May Drive Operating Profit to Historic High of 85 Trillion Won]Samsung Electronics is expected to announce its Q2 financial report for 2026 on July 7. Due to skyrocketing prices of storage chips driven by demand for AI infrastructure, the market generally estimates its Q2 revenue to be around 169.3762 trillion won, with operating profit reaching approximately 85 trillion won, continuing a record level of profitability. At the same time, the market is also focused on Samsung's growth momentum for the second half of the year, including the expansion of demand for HBM4, high-performance SSDs, and AI server-related storage, as well as progress in 2nm advanced process and AI chip foundry collaborations, which are seen as key growth variables.

Samsung to Release Q2 Financial Report Next Week: Surge in Memory Business May Drive Operating Profit to Historic High of 85 Trillion Won

Lao Huang: Prompt is Dead, the Entire AI Community is Frenziedly Chasing Loops

Trading Moments: Bitcoin's 200-week moving average has turned into a resistance level, can the July rise still be realized?

US CFTC Launches Broad Investigation into Polymarket, Is the Prediction Market Party Coming to an End?

How Collector Crypt Uses 'Recirculating Buybacks' to Create an Illusion of Growth

OpenAI Proposes Transferring 5% Equity to the U.S. Government

World's Largest Data Center Project Scrapped

Meta Joins the 'Selling Shovels' Game, Zuckerberg: 'Models Can Be Slow, but GPUs Must Earn'

Samsung to Release Q2 Financial Report Next Week: Surge in Memory Business May Drive Operating Profit to Historic High of 85 Trillion Won

Disclaimer：The content above does not represent HTX's positions.，HTX does not provide any trading recommendations.。

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