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On July 10, George Noble, a partner at Noble Capital Advisors, said in an interview with Bloomberg that the current AI investment frenzy has shown obvious bubble characteristics: huge amounts of capital continue to pour in, but truly verifiable investment returns have yet to appear. In his view, the scale of this flood of capital may even far exceed the Internet bubble. More alarmingly, this bubble is more deeply tied to the real economy, and once it bursts, the impact may be even more severe.

[Video: Noble Capital Advisors Partner: Consequences of AI Bubble Burst Will Be More Severe Than Dot-Com Bubble Burst]On July 10, George Noble, a partner at Noble Capital Advisors, said in an interview with Bloomberg that the current AI investment frenzy has shown obvious bubble characteristics: huge amounts of capital continue to pour in, but truly verifiable investment returns have yet to appear. In his view, the scale of this flood of capital may even far exceed the Internet bubble. More alarmingly, this bubble is more deeply tied to the real economy, and once it bursts, the impact may be even more severe.

Video: Noble Capital Advisors Partner: Consequences of AI Bubble Burst Will Be More Severe Than Dot-Com Bubble Burst

On July 14, according to Ark Invest Tracker data, Ark Invest, under Cathie Wood, increased its holdings of 153,249 SpaceX shares (approximately $21.32 million) and 71,618 Block shares (approximately $5.63 million) yesterday.

[Ark Invest increased holdings of SpaceX and Block stocks totaling approximately $26.95 million yesterday]On July 14, according to Ark Invest Tracker data, Ark Invest, under Cathie Wood, increased its holdings of 153,249 SpaceX shares (approximately $21.32 million) and 71,618 Block shares (approximately $5.63 million) yesterday.

Ark Invest increased holdings of SpaceX and Block stocks totaling approximately $26.95 million yesterday

On July 14, Iran's Islamic Revolutionary Guard Corps announced today that, in response to the latest aggressive acts by the enemy, under the military operation codenamed 'Nasr 2', the Revolutionary Guard struck multiple ammunition depots, a satellite communication center, and buildings housing U.S. troops in Bahrain, inflicting 'significant losses' on the enemy. The Revolutionary Guard stated that retaliatory strikes are still ongoing. (CCTV International News)

[Iran's Revolutionary Guard Launches Operation Nasr 2]On July 14, Iran's Islamic Revolutionary Guard Corps announced today that, in response to the latest aggressive acts by the enemy, under the military operation codenamed 'Nasr 2', the Revolutionary Guard struck multiple ammunition depots, a satellite communication center, and buildings housing U.S. troops in Bahrain, inflicting 'significant losses' on the enemy. The Revolutionary Guard stated that retaliatory strikes are still ongoing. (CCTV International News)

Iran's Revolutionary Guard Launches Operation Nasr 2

On July 14, SemiAnalysis analyst Ray Wang said in an interview with CNBC yesterday that the demand for HBM in 2026 is so strong that Samsung and SK Hynix are continuously shifting wafer capacity to HBM, reducing investment in ordinary DRAM, even though ordinary DRAM is currently more profitable. Ray Wang believes that with HBM market supply falling short of demand, both Korean manufacturers are converting all HBM production into profit, so Samsung gaining HBM market share does not necessarily mean SK Hynix's interests are harmed. The limiting factor is wafer production, not market demand. Regarding the upcoming CXMT (Changxin Memory Technologies), Ray Wang said the company has captured about 10% of the DRAM market share (by bits), which is solid in a rapidly growing market, but the company lags by about three years in process technology and three to four years in HBM. Ray Wang believes most new supply will arrive in the second half of 2027, with more supply in 2028, but he still believes supply will be insufficient in 2028, only slightly alleviating compared to 2027.

[SemiAnalysis analyst: CXMT's HBM technology lags behind leading companies by 3-4 years]On July 14, SemiAnalysis analyst Ray Wang said in an interview with CNBC yesterday that the demand for HBM in 2026 is so strong that Samsung and SK Hynix are continuously shifting wafer capacity to HBM, reducing investment in ordinary DRAM, even though ordinary DRAM is currently more profitable. Ray Wang believes that with HBM market supply falling short of demand, both Korean manufacturers are converting all HBM production into profit, so Samsung gaining HBM market share does not necessarily mean SK Hynix's interests are harmed. The limiting factor is wafer production, not market demand. Regarding the upcoming CXMT (Changxin Memory Technologies), Ray Wang said the company has captured about 10% of the DRAM market share (by bits), which is solid in a rapidly growing market, but the company lags by about three years in process technology and three to four years in HBM. Ray Wang believes most new supply will arrive in the second half of 2027, with more supply in 2028, but he still believes supply will be insufficient in 2028, only slightly alleviating compared to 2027.

SemiAnalysis analyst: CXMT's HBM technology lags behind leading companies by 3-4 years

On July 14, BIT Official released a daily chart analysis stating that current market pricing indicates the Federal Reserve is expected to raise interest rates 2.6 times in the coming quarters, a stark reversal from the rate cut expectations that drove Bitcoin's fifth bull market in early 2023. Since September 2025, market expectations have consistently shifted toward tightening monetary policy, exerting significant downward pressure on Bitcoin and other crypto assets. Federal Reserve Governor Christopher Waller also commented that the Fed is at a policy crossroads, with remarks leaning hawkish. Therefore, the CPI inflation data released tonight is crucial for Bitcoin's trajectory. If the inflation reading exceeds 4.0%, it is likely to reinforce expectations of continued rate hikes, further intensifying downward pressure.

[BIT Official: Tonight's CPI Data May Determine Next Major Bitcoin Trend]On July 14, BIT Official released a daily chart analysis stating that current market pricing indicates the Federal Reserve is expected to raise interest rates 2.6 times in the coming quarters, a stark reversal from the rate cut expectations that drove Bitcoin's fifth bull market in early 2023. Since September 2025, market expectations have consistently shifted toward tightening monetary policy, exerting significant downward pressure on Bitcoin and other crypto assets. Federal Reserve Governor Christopher Waller also commented that the Fed is at a policy crossroads, with remarks leaning hawkish. Therefore, the CPI inflation data released tonight is crucial for Bitcoin's trajectory. If the inflation reading exceeds 4.0%, it is likely to reinforce expectations of continued rate hikes, further intensifying downward pressure.

BIT Official: Tonight's CPI Data May Determine Next Major Bitcoin Trend

On July 14, according to Cointelegraph, the U.S. Clarity Act received public support from a second major law enforcement organization before the Senate's August recess. The Federal Law Enforcement Officers Association sent a letter to the Senate Banking Committee on July 10 supporting the bill, while calling for amendments to DeFi protection provisions to strengthen accountability, clarify responsibility attribution in decentralized financial systems, and prevent enterprises from evading regulation under the guise of decentralization. Previously, the bill had received support from the National Organization of Black Law Enforcement Executives. The two letters help counter arguments that the bill would weaken the government's ability to combat crypto-related crimes. However, the Federal Law Enforcement Officers Association still demands narrowing the scope of DeFi protections, modifying the “specific intent” language to facilitate liability determination, and clarifying that the bill does not limit existing federal investigative powers. Earlier, four law enforcement organizations sent a letter to the White House in June expressing concerns about Section 604.

[Federal Law Enforcement Officers Association Supports Clarity Act, But Calls for Stronger DeFi Accountability Provisions]On July 14, according to Cointelegraph, the U.S. Clarity Act received public support from a second major law enforcement organization before the Senate's August recess. The Federal Law Enforcement Officers Association sent a letter to the Senate Banking Committee on July 10 supporting the bill, while calling for amendments to DeFi protection provisions to strengthen accountability, clarify responsibility attribution in decentralized financial systems, and prevent enterprises from evading regulation under the guise of decentralization. Previously, the bill had received support from the National Organization of Black Law Enforcement Executives. The two letters help counter arguments that the bill would weaken the government's ability to combat crypto-related crimes. However, the Federal Law Enforcement Officers Association still demands narrowing the scope of DeFi protections, modifying the “specific intent” language to facilitate liability determination, and clarifying that the bill does not limit existing federal investigative powers. Earlier, four law enforcement organizations sent a letter to the White House in June expressing concerns about Section 604.

Federal Law Enforcement Officers Association Supports Clarity Act, But Calls for Stronger DeFi Accountability Provisions

On July 14, the Islamic Revolutionary Guard Corps of Iran announced today (July 14) that, in response to the latest aggressive acts by the enemy, under the military operation codenamed "Nasr 2," the Revolutionary Guard launched strikes targeting multiple ammunition depots, a satellite communications center, and buildings housing U.S. troops in Bahrain, inflicting "significant losses" on the enemy. The Revolutionary Guard stated that retaliatory strikes are ongoing. (CCTV Global News)

[Iranian Revolutionary Guard Corps Launches Operation Nasr 2]On July 14, the Islamic Revolutionary Guard Corps of Iran announced today (July 14) that, in response to the latest aggressive acts by the enemy, under the military operation codenamed "Nasr 2," the Revolutionary Guard launched strikes targeting multiple ammunition depots, a satellite communications center, and buildings housing U.S. troops in Bahrain, inflicting "significant losses" on the enemy. The Revolutionary Guard stated that retaliatory strikes are ongoing. (CCTV Global News)

Iranian Revolutionary Guard Corps Launches Operation Nasr 2

On July 14, the U.S. Central Command stated: "The U.S. Central Command completed the latest round of strikes against Iran at 10:15 p.m. Eastern Time on July 13. Over the five-hour operation, U.S. forces successfully struck multiple military targets within Iran—including Bushehr, Chah Bahar, Jask, Konarak, Abu Musa, and Bandar Abbas—aimed at further degrading Iran's ability to attack commercial shipping. Central Command forces used precision-guided munitions to target Iran's coastal defense systems, missile and drone positions, and maritime operational capabilities. Currently, over 50,000 U.S. troops are deployed in the Middle East. The U.S. military remains highly vigilant and combat-ready, prepared to respond to any situation." (Jin Shi)

[U.S. Military: Completes New Round of Strikes on Iran, 50,000 Troops Deployed in the Middle East]On July 14, the U.S. Central Command stated: "The U.S. Central Command completed the latest round of strikes against Iran at 10:15 p.m. Eastern Time on July 13. Over the five-hour operation, U.S. forces successfully struck multiple military targets within Iran—including Bushehr, Chah Bahar, Jask, Konarak, Abu Musa, and Bandar Abbas—aimed at further degrading Iran's ability to attack commercial shipping. Central Command forces used precision-guided munitions to target Iran's coastal defense systems, missile and drone positions, and maritime operational capabilities. Currently, over 50,000 U.S. troops are deployed in the Middle East. The U.S. military remains highly vigilant and combat-ready, prepared to respond to any situation." (Jin Shi)

U.S. Military: Completes New Round of Strikes on Iran, 50,000 Troops Deployed in the Middle East

On July 14, Mirae Asset Securities Korea released a report stating that SK Hynix's operating profit forecast for the second quarter of 2026 was lowered by 12%. Specifically, the DRAM and NAND ASP assumptions were reduced by 8 percentage points and 5 percentage points, respectively. The brokerage estimates that approximately 50% of the company's revenue is covered by long-term supply agreements (LTAs). Mirae Asset Securities Korea maintains its target price for SK Hynix at 4.2 million Korean won, indicating a 128% upside potential.

[Mirae Asset Securities Korea: SK Hynix's Q2 Operating Profit Forecast Lowered by 12%]On July 14, Mirae Asset Securities Korea released a report stating that SK Hynix's operating profit forecast for the second quarter of 2026 was lowered by 12%. Specifically, the DRAM and NAND ASP assumptions were reduced by 8 percentage points and 5 percentage points, respectively. The brokerage estimates that approximately 50% of the company's revenue is covered by long-term supply agreements (LTAs). Mirae Asset Securities Korea maintains its target price for SK Hynix at 4.2 million Korean won, indicating a 128% upside potential.

Mirae Asset Securities Korea: SK Hynix's Q2 Operating Profit Forecast Lowered by 12%

On January 15th, regarding Solana mocking Starknet for having "only 8 daily active users and just 10 daily transactions," and Starknet's subsequent response "Who told this little brother Solana the data?", He Yi posted on social media saying: "Take a deep breath and relax, we are all friends, harmony is precious."

[He Yi responds to the Solana and Starknet activity controversy: We're all friends, let's keep the peace.]On January 15th, regarding Solana mocking Starknet for having "only 8 daily active users and just 10 daily transactions," and Starknet's subsequent response "Who told this little brother Solana the data?", He Yi posted on social media saying: "Take a deep breath and relax, we are all friends, harmony is precious."

He Yi responds to the Solana and Starknet activity controversy: We're all friends, let's keep the peace.

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He Yi responds to the Solana and Starknet activity controversy: We're all friends, let's keep the peace.

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

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