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On July 14, U.S. President Donald Trump stated that the United States should control and operate the Strait of Hormuz, and considered charging transit vessels a fee equivalent to 20% of the value of their cargo to cover the cost of maintaining security in the strait. At the same time, Trump said the U.S. may continue military action against Iran, as U.S. forces launched airstrikes on Iran for the third consecutive night. Analysts pointed out that with navigation through the Strait of Hormuz yet to return to normal and the U.S. in its summer travel peak, the U.S. Strategic Petroleum Reserve (SPR) and commercial crude oil inventories are likely to continue declining, further supporting international oil price increases. As of the week ending July 3, the U.S. SPR had fallen to 319.5 million barrels, the lowest level since 1983, only slightly above the recommended safety floor of approximately 250 million barrels. Market participants believe that if the Strait of Hormuz remains disrupted for an extended period, even with relatively ample domestic crude oil supply in the U.S., global crude oil benchmark prices could continue to rise, thereby pushing up inflationary pressures and increasing the likelihood that the Federal Reserve will maintain high interest rate policies. Iranian Foreign Minister Abbas Araghchi responded that any party ensuring safe passage through the Strait of Hormuz should be compensated, but considered the 20% fee rate too high.

[Trump Proposes Strengthened Control of Strait of Hormuz, U.S. Strategic Oil Reserve Hits Lowest Since 1983]On July 14, U.S. President Donald Trump stated that the United States should control and operate the Strait of Hormuz, and considered charging transit vessels a fee equivalent to 20% of the value of their cargo to cover the cost of maintaining security in the strait. At the same time, Trump said the U.S. may continue military action against Iran, as U.S. forces launched airstrikes on Iran for the third consecutive night. Analysts pointed out that with navigation through the Strait of Hormuz yet to return to normal and the U.S. in its summer travel peak, the U.S. Strategic Petroleum Reserve (SPR) and commercial crude oil inventories are likely to continue declining, further supporting international oil price increases. As of the week ending July 3, the U.S. SPR had fallen to 319.5 million barrels, the lowest level since 1983, only slightly above the recommended safety floor of approximately 250 million barrels. Market participants believe that if the Strait of Hormuz remains disrupted for an extended period, even with relatively ample domestic crude oil supply in the U.S., global crude oil benchmark prices could continue to rise, thereby pushing up inflationary pressures and increasing the likelihood that the Federal Reserve will maintain high interest rate policies. Iranian Foreign Minister Abbas Araghchi responded that any party ensuring safe passage through the Strait of Hormuz should be compensated, but considered the 20% fee rate too high.

Trump Proposes Strengthened Control of Strait of Hormuz, U.S. Strategic Oil Reserve Hits Lowest Since 1983

On July 14, the total 24-hour trading volume of Hyperliquid's SK Hynix-related contracts SKHX and SKHY reached $1.836 billion, surpassing BTC and becoming the platform's most active asset by trading volume. Among them, SKHX had a 24-hour trading volume of $1.63 billion and open interest (OI) of $635 million; SKHY had a 24-hour trading volume of $206 million and open interest of $101 million. Currently, SKHY still trades at a premium of approximately 26% compared to SKHX.

[Hyperliquid's SK Hynix-Related Contracts Surpass BTC in 24-Hour Trading Volume, Becoming Platform's Most Active Asset]On July 14, the total 24-hour trading volume of Hyperliquid's SK Hynix-related contracts SKHX and SKHY reached $1.836 billion, surpassing BTC and becoming the platform's most active asset by trading volume. Among them, SKHX had a 24-hour trading volume of $1.63 billion and open interest (OI) of $635 million; SKHY had a 24-hour trading volume of $206 million and open interest of $101 million. Currently, SKHY still trades at a premium of approximately 26% compared to SKHX.

Hyperliquid's SK Hynix-Related Contracts Surpass BTC in 24-Hour Trading Volume, Becoming Platform's Most Active Asset

On July 14, the Nikkei 225 index closed up 500.77 points, or 0.74%, at 67,743.50 points. Among individual stocks, Kioxia rose 5.3% and SoftBank rose 2.2%. The Korea KOSPI index closed up 49.9 points, or 0.73%, at 6,856.83 points on Tuesday (July 14), after briefly falling more than 5% during the session. The KOSDAQ index closed down 1.92%, after falling more than 5% intraday and triggering a suspension of program trading mechanisms. Among individual stocks, SK Hynix closed up 3.6% and Samsung Electronics rose 3.3%.

[Japan and South Korea Stocks Close Higher, Korean Stocks Briefly Plunge Intraday]On July 14, the Nikkei 225 index closed up 500.77 points, or 0.74%, at 67,743.50 points. Among individual stocks, Kioxia rose 5.3% and SoftBank rose 2.2%. The Korea KOSPI index closed up 49.9 points, or 0.73%, at 6,856.83 points on Tuesday (July 14), after briefly falling more than 5% during the session. The KOSDAQ index closed down 1.92%, after falling more than 5% intraday and triggering a suspension of program trading mechanisms. Among individual stocks, SK Hynix closed up 3.6% and Samsung Electronics rose 3.3%.

Japan and South Korea Stocks Close Higher, Korean Stocks Briefly Plunge Intraday

July 14, according to The Korea Times, South Korea's financial regulators will hold a high-level meeting on Thursday to discuss the risks and countermeasures of single-stock leveraged ETFs. The meeting is expected to be held under the framework of the 'F4 meeting', a coordination mechanism for macroeconomic and financial issues under the South Korean government. Officials from the Ministry of Economy and Finance, the Financial Services Commission, the Financial Supervisory Service, and the Bank of Korea will jointly attend. Amid the recent intensifying volatility in the South Korean stock market, single-stock leveraged ETFs are drawing increasing attention from regulators and market participants. All parties believe that such products have become an important factor driving drastic stock price fluctuations. Informed officials said that regulators have been internally coordinating relevant plans in recent days, but the policy direction has not yet been finalized. Possible measures discussed in the market include raising margin requirements, limiting daily price fluctuation ranges, and adjusting leverage multiples. However, regulatory officials believe that the above measures may only provide temporary relief and cannot fundamentally solve the structural causes of market volatility. (Jinshi)

[Four South Korean Agencies to Meet Thursday on Single-Stock Leveraged ETF Risks]July 14, according to The Korea Times, South Korea's financial regulators will hold a high-level meeting on Thursday to discuss the risks and countermeasures of single-stock leveraged ETFs. The meeting is expected to be held under the framework of the 'F4 meeting', a coordination mechanism for macroeconomic and financial issues under the South Korean government. Officials from the Ministry of Economy and Finance, the Financial Services Commission, the Financial Supervisory Service, and the Bank of Korea will jointly attend. Amid the recent intensifying volatility in the South Korean stock market, single-stock leveraged ETFs are drawing increasing attention from regulators and market participants. All parties believe that such products have become an important factor driving drastic stock price fluctuations. Informed officials said that regulators have been internally coordinating relevant plans in recent days, but the policy direction has not yet been finalized. Possible measures discussed in the market include raising margin requirements, limiting daily price fluctuation ranges, and adjusting leverage multiples. However, regulatory officials believe that the above measures may only provide temporary relief and cannot fundamentally solve the structural causes of market volatility. (Jinshi)

Four South Korean Agencies to Meet Thursday on Single-Stock Leveraged ETF Risks

On July 14, the US financial blog portal ZeroHedge reported that as of July 13, a total of 1.2 million retail leverage accounts in South Korea had triggered margin calls, of which approximately 320,000 to 360,000 accounts had been fully liquidated by brokerages. Some accounts still owed brokerage funds after liquidation.

[South Korea: Over 320,000 Retail Leverage Accounts Forced to Liquidate, Some Investors Still Owe Brokerage Funds]On July 14, the US financial blog portal ZeroHedge reported that as of July 13, a total of 1.2 million retail leverage accounts in South Korea had triggered margin calls, of which approximately 320,000 to 360,000 accounts had been fully liquidated by brokerages. Some accounts still owed brokerage funds after liquidation.

South Korea: Over 320,000 Retail Leverage Accounts Forced to Liquidate, Some Investors Still Owe Brokerage Funds

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

Dunleavy, the Sr. research analyst of Messari, tweeted that looking at fundamental metrics, nothing has changed about ETC chain. Volumes and users have been largely unchanged for years. Applications are non-existent. Developer activity has not meaningful changed. 97% of GPU mining rev comes from ETH. 2% comes from ETC. He said that if miners end up migrating to ETC, hashrate will jump causing the mining diff to jump, pushing a maj of miners out of the US dollor. The only way to remain profitable is if ETC price jumps.

Detail

【Messari analyst: If miners end up migrating to ETC, hashrate will jump】Dunleavy, the Sr. research analyst of Messari, tweeted that looking at fundamental metrics, nothing has changed about ETC chain. Volumes and users have been largely unchanged for years. Applications are non-existent. Developer activity has not meaningful changed. 97% of GPU mining rev comes from ETH. 2% comes from ETC. He said that if miners end up migrating to ETC, hashrate will jump causing the mining diff to jump, pushing a maj of miners out of the US dollor. The only way to remain profitable is if ETC price jumps.

Messari analyst: If miners end up migrating to ETC, hashrate will jump

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Messari analyst: If miners end up migrating to ETC, hashrate will jump

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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