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On July 14, according to Trader T monitoring, the US spot Ethereum ETF had a net outflow of $15.34 million yesterday.

[US Spot Ethereum ETF Had Net Outflow of $15.34 Million Yesterday]On July 14, according to Trader T monitoring, the US spot Ethereum ETF had a net outflow of $15.34 million yesterday.

US Spot Ethereum ETF Had Net Outflow of $15.34 Million Yesterday

On July 14, the Korea Exchange initiated a suspension of program trading on the KOSDAQ. (Jin Shi)

[Korea Exchange Halts Program Trading on KOSDAQ]On July 14, the Korea Exchange initiated a suspension of program trading on the KOSDAQ. (Jin Shi)

Korea Exchange Halts Program Trading on KOSDAQ

On July 14, South Korea's KOSPI index plunged 4.00% intraday, currently at 6534.34 points. SK Hynix fell over 7%. (Jin Shi)

[South Korea's KOSPI Index Plunges 4.00% Intraday, Now at 6534.34 Points]On July 14, South Korea's KOSPI index plunged 4.00% intraday, currently at 6534.34 points. SK Hynix fell over 7%. (Jin Shi)

South Korea's KOSPI Index Plunges 4.00% Intraday, Now at 6534.34 Points

On July 14, according to Trader T's monitoring, the US spot Bitcoin ETF recorded a net outflow of $424.63 million yesterday.

[US Spot Bitcoin ETF Sees $424.63 Million Net Outflow Yesterday]On July 14, according to Trader T's monitoring, the US spot Bitcoin ETF recorded a net outflow of $424.63 million yesterday.

US Spot Bitcoin ETF Sees $424.63 Million Net Outflow Yesterday

On July 14, Investinglive analyst Eamonn Sheridan stated that the U.S. Consumer Price Index (CPI) is expected to decline by 0.2% month-on-month in June, marking the first monthly drop since the pandemic, entirely driven by a 15% plunge in gasoline prices from mid-May to late June. The annual inflation rate is expected to slow to 3.8% from May's 4.2%. Core CPI is forecast to rise 0.2% month-on-month, while the annual core inflation rate is expected to edge down only slightly to 2.8% from May's 2.9%. This suggests that even with an improvement in headline inflation, the Federal Reserve has little basis to ease policy. This situation presents a challenge for Waller, who is making his debut in congressional hearings this week: He must demonstrate a commitment to curbing inflation without appearing too hawkish as to cause excessive tightening of credit conditions, while the fragile ceasefire in the Middle East introduces two-sided risks to energy price outlook. This balancing act largely depends on how the Middle East situation and its impact on oil prices evolve. (Jin Shi)

[Analysts: US June Inflation Expected to Drop 0.2% Month-on-Month Amid Sharp Gasoline Price Decline]On July 14, Investinglive analyst Eamonn Sheridan stated that the U.S. Consumer Price Index (CPI) is expected to decline by 0.2% month-on-month in June, marking the first monthly drop since the pandemic, entirely driven by a 15% plunge in gasoline prices from mid-May to late June. The annual inflation rate is expected to slow to 3.8% from May's 4.2%. Core CPI is forecast to rise 0.2% month-on-month, while the annual core inflation rate is expected to edge down only slightly to 2.8% from May's 2.9%. This suggests that even with an improvement in headline inflation, the Federal Reserve has little basis to ease policy. This situation presents a challenge for Waller, who is making his debut in congressional hearings this week: He must demonstrate a commitment to curbing inflation without appearing too hawkish as to cause excessive tightening of credit conditions, while the fragile ceasefire in the Middle East introduces two-sided risks to energy price outlook. This balancing act largely depends on how the Middle East situation and its impact on oil prices evolve. (Jin Shi)

Analysts: US June Inflation Expected to Drop 0.2% Month-on-Month Amid Sharp Gasoline Price Decline

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

Soldman Gachs, one of Three Arrows Capital's creditors, tweeted: "I would like to share my key takeaways from this morning's liquidator meeting. A 2 hour meeting distilled into a short and sweet tweet thread. The meeting voted NOT to seek alternative liquidators so Teneo will remain the liquidators. From the call, they seemed to be very knowledgable, experienced, and committed to securing the best outcome for all creditors. The meeting voted to elect a creditor committee that will comprise Digital Currency Group, Voyager Digital, Blockchain Access UK Ltd, Matrix Port Technologies, and CoinList Lend. These 5 parties represent almost 80% of the current level of claims. It was reported at the end of last year that 3AC had approximately $6bn in assets and $3bn in liabilities. It is too early to know how much still remains and the liquidator is in the process of securing accounts from fund administrators, counterparties, banks, etc. The 3AC assets comprise bank account balances, direct crypto holdings, underlying equity in projects, and NFTs. I was surprised to hear that 3AC no longer owns any BTC or Eth.
The liquidator implied that there may have been wrongdoing while 3AC was in a so-called Zone of Insolvency, a period of time when there is a risk that a company may not be able to pay its debts when they fall due. Transfers that Kyle and Su made at that time may be clawed back.
Su Zhu is claiming $5m, ThreeAC Limited is claiming $25m, and Chen Kaili Kelly (Kyle's wife) is claiming $66m. Interestingly, these claims may be considered as quasi-equity and be subordinated to creditors resulting in them rightfully getting 0.
Total claims right now are $2.8bn. Many have not made any claims yet, or quantified the amount of their claims for confidentiality reasons. Expect this figure to rise substantially as the deadline to make a claim is right up to the day before distributions are to be made."

Detail

【3AC creditors: Three Arrows' claims total $2.8 billion】Soldman Gachs, one of Three Arrows Capital's creditors, tweeted: "I would like to share my key takeaways from this morning's liquidator meeting. A 2 hour meeting distilled into a short and sweet tweet thread. The meeting voted NOT to seek alternative liquidators so Teneo will remain the liquidators. From the call, they seemed to be very knowledgable, experienced, and committed to securing the best outcome for all creditors. The meeting voted to elect a creditor committee that will comprise Digital Currency Group, Voyager Digital, Blockchain Access UK Ltd, Matrix Port Technologies, and CoinList Lend. These 5 parties represent almost 80% of the current level of claims. It was reported at the end of last year that 3AC had approximately $6bn in assets and $3bn in liabilities. It is too early to know how much still remains and the liquidator is in the process of securing accounts from fund administrators, counterparties, banks, etc. The 3AC assets comprise bank account balances, direct crypto holdings, underlying equity in projects, and NFTs. I was surprised to hear that 3AC no longer owns any BTC or Eth.
The liquidator implied that there may have been wrongdoing while 3AC was in a so-called Zone of Insolvency, a period of time when there is a risk that a company may not be able to pay its debts when they fall due. Transfers that Kyle and Su made at that time may be clawed back.
Su Zhu is claiming $5m, ThreeAC Limited is claiming $25m, and Chen Kaili Kelly (Kyle's wife) is claiming $66m. Interestingly, these claims may be considered as quasi-equity and be subordinated to creditors resulting in them rightfully getting 0.
Total claims right now are $2.8bn. Many have not made any claims yet, or quantified the amount of their claims for confidentiality reasons. Expect this figure to rise substantially as the deadline to make a claim is right up to the day before distributions are to be made."

3AC creditors: Three Arrows' claims total $2.8 billion

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3AC creditors: Three Arrows' claims total $2.8 billion

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

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