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On July 14, SoftBank Group founder Masayoshi Son stated that by 2040, global artificial intelligence infrastructure will require an annual investment of $5 trillion to support the expansion of data centers, power supply, and humanoid robots, driving a shift from the 'human-centric' work model to a new paradigm. He noted that as AI evolves into 'Artificial Super Intelligence' (ASI), the resulting revenue will justify these massive expenditures. 'AI will fundamentally change our lives—and this change will bring profits,' Son said. (Jin10)

[SoftBank's Masayoshi Son: AI Boom Will Require $5 Trillion Annual Investment]On July 14, SoftBank Group founder Masayoshi Son stated that by 2040, global artificial intelligence infrastructure will require an annual investment of $5 trillion to support the expansion of data centers, power supply, and humanoid robots, driving a shift from the 'human-centric' work model to a new paradigm. He noted that as AI evolves into 'Artificial Super Intelligence' (ASI), the resulting revenue will justify these massive expenditures. 'AI will fundamentally change our lives—and this change will bring profits,' Son said. (Jin10)

SoftBank's Masayoshi Son: AI Boom Will Require $5 Trillion Annual Investment

On July 14, Deutsche Bank strategists stated in their latest report that they maintain a bearish view on the duration of U.S. Treasuries, citing the continued increase in the free-float supply of government bonds in the four major economies—the U.S., the UK, the Eurozone, and Japan—which is expected to push up term premiums on long-dated bonds. Deutsche Bank forecasts that by the end of this year, the 10-year U.S. Treasury yield will rise to 4.80%, and the 2-year yield will reach 4.30%. This implies a “moderate steepening” of the yield curve compared to current spot and forward levels. (Jin Shi)

[Deutsche Bank Maintains Bearish View on U.S. Treasury Duration, Expects 10-Year Yield to Rise to 4.8% by Year-End]On July 14, Deutsche Bank strategists stated in their latest report that they maintain a bearish view on the duration of U.S. Treasuries, citing the continued increase in the free-float supply of government bonds in the four major economies—the U.S., the UK, the Eurozone, and Japan—which is expected to push up term premiums on long-dated bonds. Deutsche Bank forecasts that by the end of this year, the 10-year U.S. Treasury yield will rise to 4.80%, and the 2-year yield will reach 4.30%. This implies a “moderate steepening” of the yield curve compared to current spot and forward levels. (Jin Shi)

Deutsche Bank Maintains Bearish View on U.S. Treasury Duration, Expects 10-Year Yield to Rise to 4.8% by Year-End

On July 14, SoftBank Group founder Masayoshi Son stated that by 2040, global artificial intelligence infrastructure will require an annual investment of $5 trillion to support the expansion of data centers, power supply, and humanoid robots, thereby driving a shift from a "human-centric" work model to a new paradigm. He noted that as AI evolves into "Artificial Superintelligence" (ASI), the resulting revenue will justify these massive expenditures. "AI will completely transform our lives—and this transformation will bring profits," Son said. (Jin Shi)

[SoftBank's Son: AI Boom Will Require $5 Trillion Annual Investment]On July 14, SoftBank Group founder Masayoshi Son stated that by 2040, global artificial intelligence infrastructure will require an annual investment of $5 trillion to support the expansion of data centers, power supply, and humanoid robots, thereby driving a shift from a "human-centric" work model to a new paradigm. He noted that as AI evolves into "Artificial Superintelligence" (ASI), the resulting revenue will justify these massive expenditures. "AI will completely transform our lives—and this transformation will bring profits," Son said. (Jin Shi)

SoftBank's Son: AI Boom Will Require $5 Trillion Annual Investment

July 14 - According to The Korea Times, South Korean financial regulators will hold a high-level meeting on Thursday to discuss risks and countermeasures related to single-stock leveraged ETFs. The meeting, expected to be held under the framework of the government's macro-financial coordination mechanism, the 'F4 meeting', will be attended by officials from the Ministry of Economy and Finance, the Financial Services Commission, the Financial Supervisory Service, and the Bank of Korea. Recently, as volatility in the Korean stock market continues to intensify, single-stock leveraged ETFs have drawn increasing attention from regulators and market participants. It is widely believed that these products have become a significant factor driving sharp stock price fluctuations. Informed officials said that regulators have been internally coordinating related measures in recent days, but no final policy direction has been determined yet. Possible measures under discussion include raising margin requirements, limiting daily price fluctuation ranges, and adjusting leverage multiples. However, regulatory officials believe that such measures may only provide temporary relief and are unlikely to fundamentally address the structural causes of market volatility.

[Four South Korean Ministries to Meet Thursday to Discuss Single-Stock Leveraged ETF Risks]July 14 - According to The Korea Times, South Korean financial regulators will hold a high-level meeting on Thursday to discuss risks and countermeasures related to single-stock leveraged ETFs. The meeting, expected to be held under the framework of the government's macro-financial coordination mechanism, the 'F4 meeting', will be attended by officials from the Ministry of Economy and Finance, the Financial Services Commission, the Financial Supervisory Service, and the Bank of Korea. Recently, as volatility in the Korean stock market continues to intensify, single-stock leveraged ETFs have drawn increasing attention from regulators and market participants. It is widely believed that these products have become a significant factor driving sharp stock price fluctuations. Informed officials said that regulators have been internally coordinating related measures in recent days, but no final policy direction has been determined yet. Possible measures under discussion include raising margin requirements, limiting daily price fluctuation ranges, and adjusting leverage multiples. However, regulatory officials believe that such measures may only provide temporary relief and are unlikely to fundamentally address the structural causes of market volatility.

Four South Korean Ministries to Meet Thursday to Discuss Single-Stock Leveraged ETF Risks

On July 14, the volatility in the Korean stock market has intensified recently, leading to a concentrated exposure of leveraged trading risks. According to data from the Korea Financial Investment Association's FreeSIS, the total actual reverse transactions implemented by Korean securities companies for unpaid amounts during last week (July 6 to July 10) amounted to approximately 324.095 billion won. This is about 32% higher than the average of the previous five weeks, which was around 244.921 billion won, marking a significantly elevated pressure week. Compared to the relatively calm week of June 15 to June 19, last week's figure was about five times larger. Looking at daily data, the forced liquidation pressure in the Korean stock market last week surged notably on July 9, with actual reverse transactions reaching approximately 142.197 billion won, accounting for 10.2% of the unpaid amount, the highest for the week. On July 10, the amount remained around 81.613 billion won, representing 5.7%. The three preceding trading days recorded 39.698 billion won, 31.741 billion won, and 28.846 billion won, respectively. The term 'reverse transaction' refers to the mandatory sale of stocks by securities firms when investors fail to replenish funds after buying stocks on margin or with unsettled funds. This data does not equate to the 'number of liquidated positions' but reflects the scale of passive clearing of leveraged accounts during market downturns. Analysts believe that when stock indices experience consecutive corrections and individual stock declines widen, margin accounts and short-term trading accounts are more likely to trigger margin calls or forced selling pressures. If market sentiment continues to weaken, reverse transactions may further amplify intraday volatility, creating a chain reaction of 'decline, forced liquidation, and further decline.'

[Forced Liquidation in Korean Stock Market Exceeds 324 Billion Won Last Week]On July 14, the volatility in the Korean stock market has intensified recently, leading to a concentrated exposure of leveraged trading risks. According to data from the Korea Financial Investment Association's FreeSIS, the total actual reverse transactions implemented by Korean securities companies for unpaid amounts during last week (July 6 to July 10) amounted to approximately 324.095 billion won. This is about 32% higher than the average of the previous five weeks, which was around 244.921 billion won, marking a significantly elevated pressure week. Compared to the relatively calm week of June 15 to June 19, last week's figure was about five times larger. Looking at daily data, the forced liquidation pressure in the Korean stock market last week surged notably on July 9, with actual reverse transactions reaching approximately 142.197 billion won, accounting for 10.2% of the unpaid amount, the highest for the week. On July 10, the amount remained around 81.613 billion won, representing 5.7%. The three preceding trading days recorded 39.698 billion won, 31.741 billion won, and 28.846 billion won, respectively. The term 'reverse transaction' refers to the mandatory sale of stocks by securities firms when investors fail to replenish funds after buying stocks on margin or with unsettled funds. This data does not equate to the 'number of liquidated positions' but reflects the scale of passive clearing of leveraged accounts during market downturns. Analysts believe that when stock indices experience consecutive corrections and individual stock declines widen, margin accounts and short-term trading accounts are more likely to trigger margin calls or forced selling pressures. If market sentiment continues to weaken, reverse transactions may further amplify intraday volatility, creating a chain reaction of 'decline, forced liquidation, and further decline.'

Forced Liquidation in Korean Stock Market Exceeds 324 Billion Won Last Week

On July 14, HSBC analysts stated in a research report that it may be premature to worry about the peak of the memory cycle. The analysts believe that as agentic AI enhances office productivity and reshapes workflows, the memory super cycle may continue. The continuously improving profit margins of AI services continue to support strong cloud spending, and hyperscalers are unlikely to slow down the pace of computing power expansion as they compete for the rapidly growing market. With the gradual introduction of the next-generation high-bandwidth memory HBM4 into the market, the upward trend in HBM product prices is expected to continue. Given SK Hynix's significant exposure to HBM, HSBC prefers SK Hynix among South Korean tech stocks. HSBC expects that after HBM4 achieves mass adoption in 2027, SK Hynix's share of the HBM market is still likely to remain at around 50% to 55%. (Jin10)

[HSBC: It May Be Premature to Worry About the Peak of the Memory Cycle]On July 14, HSBC analysts stated in a research report that it may be premature to worry about the peak of the memory cycle. The analysts believe that as agentic AI enhances office productivity and reshapes workflows, the memory super cycle may continue. The continuously improving profit margins of AI services continue to support strong cloud spending, and hyperscalers are unlikely to slow down the pace of computing power expansion as they compete for the rapidly growing market. With the gradual introduction of the next-generation high-bandwidth memory HBM4 into the market, the upward trend in HBM product prices is expected to continue. Given SK Hynix's significant exposure to HBM, HSBC prefers SK Hynix among South Korean tech stocks. HSBC expects that after HBM4 achieves mass adoption in 2027, SK Hynix's share of the HBM market is still likely to remain at around 50% to 55%. (Jin10)

HSBC: It May Be Premature to Worry About the Peak of the Memory Cycle

On July 14, SlowMist founder Yuxian posted on X platform to remind users to enable Passcode Lock on desktop Telegram and memorize the set password. This password is used to unlock Telegram for local use and load locally stored highly sensitive data (such as identity-related information). He stated that security professionals should understand why this measure is necessary, and the specific reasons will be explained later.

[SlowMist Yuxian: Enable Passcode Lock on Desktop Telegram to Protect Local Sensitive Data]On July 14, SlowMist founder Yuxian posted on X platform to remind users to enable Passcode Lock on desktop Telegram and memorize the set password. This password is used to unlock Telegram for local use and load locally stored highly sensitive data (such as identity-related information). He stated that security professionals should understand why this measure is necessary, and the specific reasons will be explained later.

SlowMist Yuxian: Enable Passcode Lock on Desktop Telegram to Protect Local Sensitive Data

On July 14, Garrett Jin, agent of the "BTC OG Insider Whale", stated that in a bull market, large-scale deleveraging events usually create good buying opportunities, such as the South Korean KOSPI index.

["BTC OG Insider Whale" Agent: South Korean Stock Market May Create Buying Opportunity After Significant Deleveraging]On July 14, Garrett Jin, agent of the "BTC OG Insider Whale", stated that in a bull market, large-scale deleveraging events usually create good buying opportunities, such as the South Korean KOSPI index.

"BTC OG Insider Whale" Agent: South Korean Stock Market May Create Buying Opportunity After Significant Deleveraging

On July 14, according to official sources, OpenClaw version 2026.7.1 has been officially released. This update involved 532 developers and cumulatively submitted 3,063 code changes! Key highlights:
- Comprehensive overhaul of the web interface and onboarding process
- Major optimization iterations for iOS, Android, and macOS clients
- Upgraded multi-platform messaging integration with Telegram, Slack, Discord, and iMessage
- Integrated multiple new large models including GPT-5.6 and MuseSpark 1.1, along with more tools

[OpenClaw 2026.7.1 Officially Released]On July 14, according to official sources, OpenClaw version 2026.7.1 has been officially released. This update involved 532 developers and cumulatively submitted 3,063 code changes! Key highlights:
- Comprehensive overhaul of the web interface and onboarding process
- Major optimization iterations for iOS, Android, and macOS clients
- Upgraded multi-platform messaging integration with Telegram, Slack, Discord, and iMessage
- Integrated multiple new large models including GPT-5.6 and MuseSpark 1.1, along with more tools

OpenClaw 2026.7.1 Officially Released

According to OpenSea data, Miningverse NFT's transaction volume in the past 24 hours is 913.13 ETH, an increase of over 36,000%, ranking first in OpenSea.

Detail

【Miningverse NFT's transaction volume in past 24 hours is 913.13 ETH】According to OpenSea data, Miningverse NFT's transaction volume in the past 24 hours is 913.13 ETH, an increase of over 36,000%, ranking first in OpenSea.

Miningverse NFT's transaction volume in past 24 hours is 913.13 ETH

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Miningverse NFT's transaction volume in past 24 hours is 913.13 ETH

Clause de non-responsabilité：Le contenu ci-dessus ne représente pas les positions de HTX.，HTX ne fournit pas de recommandations de trading.。

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