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On July 15, John Williams, President of the New York Federal Reserve, stated that the current inflation rate of about 4% is "undoubtedly too high," but there are signs that inflation may have peaked and could gradually decline over the next few quarters. He noted that the current monetary policy stance is "in a good position." Williams outlined six optimistic reasons: the impact of tariff-driven price increases has largely been released; housing inflation is expected to continue its downward trend; oil prices may have peaked; supply-demand imbalances caused by AI investments may ease with increased supply; the current labor market is not exerting further upward pressure on inflation; and long-term inflation expectations remain stable. Williams expects the overall inflation rate to drop to around 3.25% by the end of this year and return to the 2% target by 2028. He also pointed out that the recent resurgence of conflicts in the Middle East has increased uncertainty regarding energy price trends, and there remains significant uncertainty about the scale and duration of supply-demand imbalances caused by AI investments. Williams anticipates that the U.S. economy will grow by 2% to 2.25% this year, with the unemployment rate gradually decreasing from the current 4.2% to 4% by 2028. Following the lower-than-expected CPI data in June, market expectations for the July meeting to maintain interest rates have increased. Previously, the Federal Reserve kept rates unchanged at 3.50% to 3.75% during its first meeting chaired by Waller, but there were significant internal disagreements on whether a rate hike is necessary this year—half of the 18 officials expect at least a 25 basis point increase, while the other half believe no adjustment is needed. Waller emphasized during a House hearing on Tuesday that the improvement in June's inflation does not mean the job is done, and the July meeting will focus on "how and when to use policy tools," with future policies still dependent on inflation data, energy prices, and economic growth.

[Fed's Third-in-Command: Inflation May Have Peaked, Interest Rates in Good Position]On July 15, John Williams, President of the New York Federal Reserve, stated that the current inflation rate of about 4% is "undoubtedly too high," but there are signs that inflation may have peaked and could gradually decline over the next few quarters. He noted that the current monetary policy stance is "in a good position." Williams outlined six optimistic reasons: the impact of tariff-driven price increases has largely been released; housing inflation is expected to continue its downward trend; oil prices may have peaked; supply-demand imbalances caused by AI investments may ease with increased supply; the current labor market is not exerting further upward pressure on inflation; and long-term inflation expectations remain stable. Williams expects the overall inflation rate to drop to around 3.25% by the end of this year and return to the 2% target by 2028. He also pointed out that the recent resurgence of conflicts in the Middle East has increased uncertainty regarding energy price trends, and there remains significant uncertainty about the scale and duration of supply-demand imbalances caused by AI investments. Williams anticipates that the U.S. economy will grow by 2% to 2.25% this year, with the unemployment rate gradually decreasing from the current 4.2% to 4% by 2028. Following the lower-than-expected CPI data in June, market expectations for the July meeting to maintain interest rates have increased. Previously, the Federal Reserve kept rates unchanged at 3.50% to 3.75% during its first meeting chaired by Waller, but there were significant internal disagreements on whether a rate hike is necessary this year—half of the 18 officials expect at least a 25 basis point increase, while the other half believe no adjustment is needed. Waller emphasized during a House hearing on Tuesday that the improvement in June's inflation does not mean the job is done, and the July meeting will focus on "how and when to use policy tools," with future policies still dependent on inflation data, energy prices, and economic growth.

Fed's Third-in-Command: Inflation May Have Peaked, Interest Rates in Good Position

On July 15, the Bank of Canada stated that a major risk for rising inflation is that businesses may pass on increased input costs to consumers, leading to new price pressures. The bank also expressed concerns that its productivity estimates may be 'weaker than previously assumed,' which would imply a smaller output gap and greater inflationary pressures. The inflation downside risks listed by the Bank of Canada include the possibility of a tightening global financial environment and a domestic economic recovery that is weaker than expected. The bank anticipates that Brent crude oil prices will fall to around $70 by the end of 2027, noting that the outlook for oil prices is highly uncertain. This forecast is based on the futures price curve as of July 9, slightly lower than the prediction made in April. Policymakers also raised their export outlook, partly due to an increase in 'energy-related activities.'

[Bank of Canada: Brent Crude Oil Prices Expected to Fall to Around $70 by End of 2027]On July 15, the Bank of Canada stated that a major risk for rising inflation is that businesses may pass on increased input costs to consumers, leading to new price pressures. The bank also expressed concerns that its productivity estimates may be 'weaker than previously assumed,' which would imply a smaller output gap and greater inflationary pressures. The inflation downside risks listed by the Bank of Canada include the possibility of a tightening global financial environment and a domestic economic recovery that is weaker than expected. The bank anticipates that Brent crude oil prices will fall to around $70 by the end of 2027, noting that the outlook for oil prices is highly uncertain. This forecast is based on the futures price curve as of July 9, slightly lower than the prediction made in April. Policymakers also raised their export outlook, partly due to an increase in 'energy-related activities.'

Bank of Canada: Brent Crude Oil Prices Expected to Fall to Around $70 by End of 2027

On July 15, SK Hynix's stock price decline narrowed to 3.3%, trading at $187.445 per share, with a total market capitalization of $1.37 trillion. At one point during the early trading hours, SK Hynix's U.S. stock fell by as much as 9%.

[SK Hynix ADR Declines Narrowed to 3.3%]On July 15, SK Hynix's stock price decline narrowed to 3.3%, trading at $187.445 per share, with a total market capitalization of $1.37 trillion. At one point during the early trading hours, SK Hynix's U.S. stock fell by as much as 9%.

SK Hynix ADR Declines Narrowed to 3.3%

On July 15, Uniswap announced the launch of Uniswap Trading Tools, adding three new on-chain automated trading features to its existing Uniswap AI toolset: the Dollar-Cost Averaging Bot (dca-bot) which supports regular token purchases at set intervals; the Index Bot (index-bot) which allows for custom token baskets and weights, one-click purchases, and regular rebalancing; and Copy Trading, which can track specified wallets and automatically mirror their trading actions within set limits. All executions are completed via the Uniswap API, supporting both 'Confirmation Mode' and 'Autonomous Mode' for AI execution, and are compatible with tokenized assets. Uniswap stated that since the launch of its AI toolset in February this year, it has been installed over 7,500 times, supporting multiple chains including Robinhood Chain, Base, Arbitrum, and the Ethereum mainnet.

[Uniswap AI Toolset Adds Automated Features for Dollar-Cost Averaging, Indexing, and Copy Trading]On July 15, Uniswap announced the launch of Uniswap Trading Tools, adding three new on-chain automated trading features to its existing Uniswap AI toolset: the Dollar-Cost Averaging Bot (dca-bot) which supports regular token purchases at set intervals; the Index Bot (index-bot) which allows for custom token baskets and weights, one-click purchases, and regular rebalancing; and Copy Trading, which can track specified wallets and automatically mirror their trading actions within set limits. All executions are completed via the Uniswap API, supporting both 'Confirmation Mode' and 'Autonomous Mode' for AI execution, and are compatible with tokenized assets. Uniswap stated that since the launch of its AI toolset in February this year, it has been installed over 7,500 times, supporting multiple chains including Robinhood Chain, Base, Arbitrum, and the Ethereum mainnet.

Uniswap AI Toolset Adds Automated Features for Dollar-Cost Averaging, Indexing, and Copy Trading

On July 15, Jiang Zhuoer, founder of the B.TOP mining pool, stated that he sold the remaining 50% of his ETH holdings when the price rebounded to $1931, completing his ETH spot liquidation with an average selling price of $1834.5. Currently, ETH has nearly risen back to its initial position before the drop on June 2, with a significant amount of trapped positions above. The expected rebound limit is $2000. Previously, Jiang Zhuoer had bought back all his ETH positions at $1645 during the market crash on June 5, and sold 50% of his spot ETH at $1629 on June 11.

[Jiang Zhuoer: Completed ETH Spot Liquidation, Expected Rebound Limit at $2000]On July 15, Jiang Zhuoer, founder of the B.TOP mining pool, stated that he sold the remaining 50% of his ETH holdings when the price rebounded to $1931, completing his ETH spot liquidation with an average selling price of $1834.5. Currently, ETH has nearly risen back to its initial position before the drop on June 2, with a significant amount of trapped positions above. The expected rebound limit is $2000. Previously, Jiang Zhuoer had bought back all his ETH positions at $1645 during the market crash on June 5, and sold 50% of his spot ETH at $1629 on June 11.

Jiang Zhuoer: Completed ETH Spot Liquidation, Expected Rebound Limit at $2000

On July 15, according to BIT (bit.com) market data, the Nasdaq 100 turned negative in early trading, having previously opened with a gain of 0.6%.

[Nasdaq 100 Turns Negative After Initial Gain of 0.6%]On July 15, according to BIT (bit.com) market data, the Nasdaq 100 turned negative in early trading, having previously opened with a gain of 0.6%.

Nasdaq 100 Turns Negative After Initial Gain of 0.6%

On July 15, Indian AI programming startup Emergent completed a $130 million Series C funding round, achieving a post-money valuation of $1.5 billion, a significant increase from its $300 million valuation during the Series B funding in January this year. The round was led by Creaegis, with participation from Khosla Ventures, SoftBank Vision Fund II, Lightspeed, Y Combinator, and others, bringing the company's total funding to $230 million. Emergent primarily targets entrepreneurs and small to medium-sized enterprises, offering an integrated AI development platform that covers programming, deployment, hosting, testing, and debugging. The company reported an annualized revenue run rate of $120 million and over 200,000 paying customers. The funding will mainly be used to advance product development, enhance AI agent workflow capabilities, and expand market presence, including considerations for establishing an office in Europe.

[Indian AI Programming Startup Emergent Raises $130 Million in Series C Funding, Valuation Reaches $1.5 Billion]On July 15, Indian AI programming startup Emergent completed a $130 million Series C funding round, achieving a post-money valuation of $1.5 billion, a significant increase from its $300 million valuation during the Series B funding in January this year. The round was led by Creaegis, with participation from Khosla Ventures, SoftBank Vision Fund II, Lightspeed, Y Combinator, and others, bringing the company's total funding to $230 million. Emergent primarily targets entrepreneurs and small to medium-sized enterprises, offering an integrated AI development platform that covers programming, deployment, hosting, testing, and debugging. The company reported an annualized revenue run rate of $120 million and over 200,000 paying customers. The funding will mainly be used to advance product development, enhance AI agent workflow capabilities, and expand market presence, including considerations for establishing an office in Europe.

Indian AI Programming Startup Emergent Raises $130 Million in Series C Funding, Valuation Reaches $1.5 Billion

According to monitoring by Dongcha Beating, the first AI smart body phone ("Doubao AI Smart Body Phone"), co-developed by ByteDance and ZTE Nubia, will see multiple models released this year, with one model set to debut during the 2026 World Artificial Intelligence Conference. The overall stock is approximately 200,000 units, with the initial stock being less than 100,000 units. Previously, the first generation Doubao phone (the Nubia M153 technical preview version) was released on December 1, 2025, and its core positioning was as an "engineering prototype," leading to a very restrained stock volume, and it will not be produced again after selling out. The initial stock of about 30,000 units did not see additional material investment, causing the second-hand market price of the Doubao phone to spike, with the highest selling price reaching 7,999 yuan, far exceeding the official price of 3,499 yuan. Supply chain insiders indicate that the initial stock of this generation of products far exceeds that of the previous generation, with some component scales exceeding one million. However, due to rising costs of upstream components, the stock has undergone several adjustments, decreasing from the original 300,000 to around 200,000 units.

[Doubao AI Phone to Launch Multiple Models This Year, Debuting at 2026 World AI Conference]According to monitoring by Dongcha Beating, the first AI smart body phone ("Doubao AI Smart Body Phone"), co-developed by ByteDance and ZTE Nubia, will see multiple models released this year, with one model set to debut during the 2026 World Artificial Intelligence Conference. The overall stock is approximately 200,000 units, with the initial stock being less than 100,000 units. Previously, the first generation Doubao phone (the Nubia M153 technical preview version) was released on December 1, 2025, and its core positioning was as an "engineering prototype," leading to a very restrained stock volume, and it will not be produced again after selling out. The initial stock of about 30,000 units did not see additional material investment, causing the second-hand market price of the Doubao phone to spike, with the highest selling price reaching 7,999 yuan, far exceeding the official price of 3,499 yuan. Supply chain insiders indicate that the initial stock of this generation of products far exceeds that of the previous generation, with some component scales exceeding one million. However, due to rising costs of upstream components, the stock has undergone several adjustments, decreasing from the original 300,000 to around 200,000 units.

Doubao AI Phone to Launch Multiple Models This Year, Debuting at 2026 World AI Conference

According to monitoring by Dongcha Beating, The Information has reported that the gross margin of DeepSeek V4 API has reached between 70% and 80%. The previous version stated it was over 50%. DeepSeek's API pricing is significantly lower than that of OpenAI and Anthropic. Insiders indicate that the company maintains a high gross margin by optimizing its infrastructure, allowing it to handle more requests with fewer chips. This data has not yet been confirmed by DeepSeek.

[DeepSeek V4 API Achieves Gross Margin of Up to 80%, Previously Over 50%]According to monitoring by Dongcha Beating, The Information has reported that the gross margin of DeepSeek V4 API has reached between 70% and 80%. The previous version stated it was over 50%. DeepSeek's API pricing is significantly lower than that of OpenAI and Anthropic. Insiders indicate that the company maintains a high gross margin by optimizing its infrastructure, allowing it to handle more requests with fewer chips. This data has not yet been confirmed by DeepSeek.

DeepSeek V4 API Achieves Gross Margin of Up to 80%, Previously Over 50%

Despite the recent selloff in the cryptocurrency market, some big names in the crypto industry remain upbeat. Greyscale CEO Mike Sonnenshein said cryptocurrencies must be looked at in the context of a broader market. Rising interest rates in the US have caused a lot of volatility across different asset classes, as have cryptocurrencies. In the case of investors, the recent sell-off didn't deter them, and pullbacks like this are nothing new in the cryptocurrency space.

Detail

【Gray CEO: The recent cryptocurrency sell-off hasn't deterred investors】Despite the recent selloff in the cryptocurrency market, some big names in the crypto industry remain upbeat. Greyscale CEO Mike Sonnenshein said cryptocurrencies must be looked at in the context of a broader market. Rising interest rates in the US have caused a lot of volatility across different asset classes, as have cryptocurrencies. In the case of investors, the recent sell-off didn't deter them, and pullbacks like this are nothing new in the cryptocurrency space.

Gray CEO: The recent cryptocurrency sell-off hasn't deterred investors

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Gray CEO: The recent cryptocurrency sell-off hasn't deterred investors

Descargo de responsabilidad：El contenido anterior no representa las posiciones de HTX.，HTX no ofrece ninguna recomendación de trading.。

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