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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

On July 6, according to OnchainLens monitoring, a newly created wallet '0x016' deposited approximately $2.67 million USDC into Hyperliquid and subsequently opened a LIT long position worth about $1.62 million with 2x leverage. This position is currently profitable, with unrealized gains exceeding $330,000.

[New Wallet Deposits $2.67 Million USDC to Hyperliquid and Opens LIT Long Position with Over $330,000 in Unrealized Profit]On July 6, according to OnchainLens monitoring, a newly created wallet '0x016' deposited approximately $2.67 million USDC into Hyperliquid and subsequently opened a LIT long position worth about $1.62 million with 2x leverage. This position is currently profitable, with unrealized gains exceeding $330,000.

New Wallet Deposits $2.67 Million USDC to Hyperliquid and Opens LIT Long Position with Over $330,000 in Unrealized Profit

On July 6, SemiAnalysis reported that NVIDIA's latest rack-level interconnect architecture, Kyber NVL144, has undergone significant adjustments just three months after its release, with its original timeline pushed back by over 12 months to 2028. The primary reason for this delay is that PCB planar design still faces challenges in manufacturing feasibility. Additionally, the NVL72x2 back-to-back rack architecture has been canceled. This design was intended to enhance pure copper NVLink expansion capabilities by deploying two Oberon racks back-to-back, but it faced strong market skepticism due to its complexity and the high operational burden it imposed on hyperscale cloud providers (CSPs), leading to its eventual abandonment. Due to the immaturity of CPO (Co-Packaged Optics) technology, NVIDIA's larger-scale expansion plans based on CPO NVSwitch (such as NVL576) may also continue to be delayed or limited to small batch pilot production. This indicates that NVIDIA lacks a stable large-scale scale-up solution before CPO matures. Furthermore, the product roadmap for Rubin Ultra has also changed: the originally planned 'four compute chip' version has been canceled, retaining only the 'dual compute chip' version, with the overall system-level performance scale expected to drop to about half of the original plan. This series of adjustments means that NVIDIA's scale-up expansion capabilities in the Rubin Ultra generation are limited. In the absence of CPO NVSwitch before the Feynman architecture, competitors such as AMD MI500X or Google TPU v8i may gain a relative window of opportunity in the expansion capabilities of large-scale training clusters. Meanwhile, NVIDIA is expected to meet market demand during the product transition period by shipping a large number of Oberon Rubin racks and their 'Ultra' versions, maintaining the overall supply chain rhythm.

[SemiAnalysis: NVIDIA Delays or Adjusts Multiple AI Rack-Level Architectures, Rubin Ultra Expansion Path Limited]On July 6, SemiAnalysis reported that NVIDIA's latest rack-level interconnect architecture, Kyber NVL144, has undergone significant adjustments just three months after its release, with its original timeline pushed back by over 12 months to 2028. The primary reason for this delay is that PCB planar design still faces challenges in manufacturing feasibility. Additionally, the NVL72x2 back-to-back rack architecture has been canceled. This design was intended to enhance pure copper NVLink expansion capabilities by deploying two Oberon racks back-to-back, but it faced strong market skepticism due to its complexity and the high operational burden it imposed on hyperscale cloud providers (CSPs), leading to its eventual abandonment. Due to the immaturity of CPO (Co-Packaged Optics) technology, NVIDIA's larger-scale expansion plans based on CPO NVSwitch (such as NVL576) may also continue to be delayed or limited to small batch pilot production. This indicates that NVIDIA lacks a stable large-scale scale-up solution before CPO matures. Furthermore, the product roadmap for Rubin Ultra has also changed: the originally planned 'four compute chip' version has been canceled, retaining only the 'dual compute chip' version, with the overall system-level performance scale expected to drop to about half of the original plan. This series of adjustments means that NVIDIA's scale-up expansion capabilities in the Rubin Ultra generation are limited. In the absence of CPO NVSwitch before the Feynman architecture, competitors such as AMD MI500X or Google TPU v8i may gain a relative window of opportunity in the expansion capabilities of large-scale training clusters. Meanwhile, NVIDIA is expected to meet market demand during the product transition period by shipping a large number of Oberon Rubin racks and their 'Ultra' versions, maintaining the overall supply chain rhythm.

SemiAnalysis: NVIDIA Delays or Adjusts Multiple AI Rack-Level Architectures, Rubin Ultra Expansion Path Limited

On July 6, spot gold reached over $4,200 per ounce in early trading, marking a two-week high with an increase of 0.6% during the day.

[Spot Gold Surpasses $4,200]On July 6, spot gold reached over $4,200 per ounce in early trading, marking a two-week high with an increase of 0.6% during the day.

Spot Gold Surpasses $4,200

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'

U.S. Stock Market Trend (July 6th): Gold and Crypto Lead Rebound Ahead of Stocks, Fed Minutes Set Weekly Direction

Spot Gold Surpasses $4,200

Disclaimer：Il contenuto di cui sopra non rappresenta le posizioni di HTX.，HTX non fornisce alcuna raccomandazione di trading.。

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