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One headline I'm watching is SK Hynix's expectation that its upcoming U.S. IPO could generate around $28 billion in net proceeds. To me, this isn't just about raising capital—it highlights how the AI 

One headline I'm watching is SK Hynix's expectation that its upcoming U.S. IPO could generate around $28 billion in net proceeds.
To me, this isn't just about raising capital—it highlights how the AI semiconductor industry has entered a phase where massive investment is becoming a competitive necessity.
As demand for AI infrastructure continues to grow, memory manufacturers need to expand production capacity, invest in advanced process technologies, and strengthen long-term supply capabilities. Access to large-scale funding can play a critical role in achieving those goals.
Of course, the success of the IPO will ultimately be measured by how effectively the capital is deployed rather than the amount raised.
I'll be watching how SK Hynix uses these funds, because in the AI era, leadership will increasingly depend on the combination of capital, manufacturing execution, and technological innovation.



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SK Hynix's Planned U.S. IPO Reflects the Scale of

Documents from the U.S. Securities and Exchange Commission show that Broadcom (AVGO.US) and Apple (AAPL.US) have extended their technology collaboration to 2031 through a new multi-year agreement. Bro

Broadcom and Apple Extend Technology Partnership to 2031 with New Multi-Year Agreement

HTX Invites You to Share 600K USDT in Gift PacksPost To Earn BonusHTX Creation Challenge — Post and Win 1,500U 💥Bitcoin Developer Dashir: 'It's Too Late to Cancel BIP110'Bitcoin developer Luke Dashjr 

HTX  Creation Challenge — Post and Win 1,500U 💥

Bitcoin Developer Dashir: 'It's Too Late to Cancel BIP110'Bitcoin developer Luke Dashjr has shut down demands to withdraw a highly controversial network upgrade proposal known as BIP-110.

The BIP-110 controversy and Dashjr's stance
BIP-110, whose purpose is to introduce data regulation, was introduced as a temporary consensus adjustment to fight against spam from the likes of Ordinals and Runes.

Supporters argue that embedding non-financial data congests the network, thus inflating data storage requirements.Dashjr, a key proponent of the soft fork and maintainer of the Bitcoin Knots software, has dismissed the idea of backpedalling on the proposal. "Saylor didn't say anything about BIP110," Dashjr clarified. "And no, it's too late to cancel BIP110."

Notably,m Dashjr cautioned that the current proposal might only be the beginning. "If Core gets their act together in the next year, maybe we won't need a follow-up long-term softfork," he said.Move slowly and do not break"
Saylor recently published his most recent philosophical manifesto, arguing that Bitcoin's ultimate success depends on preserving immutability.

The eccentric executive has stated that Bitcoin’s greatest evolution over the next decade will come from changing less.

"Bitcoin is not a technology stock, a payments company, or a software platform competing to add features," Saylor stated. "Its purpose is not to move fast and break things. Its purpose is to move slowly and not break," he noted.He has argued that protocol changes must face an incredibly high burden of proof.

Saylor has predicted that massive institutional capital flows will dictate the network's growth. "The halving tightens supply. Capital flows set the growth trajectory," he said.

However, Saylor warned about the risk of the creation of "paper Bitcoin" through excessive leverage.


Bitcoin Developer Dashir: 'It's Too Late to Cancel

$LTC 📈 Long Price $44.75 · 5m +0.16% · 24h +2.15% · Vol 4.2x Aggressive market participants are fueling a steady climb as sustained buying pressure consistently clears the overhead resistance levels S

Russia launched a massive overnight missile and drone attack on Kyiv early Monday, killing at least 12 people and injuring more than 50, as Ukraine struggled to intercept ballistic missiles due to a c

Russia Strikes Kyiv as Ukraine Faces Patriot Missile Shortage Before NATO Summit - EconoTimes

HTXCommunity4thAnniversary

HTX Creation Challenge — Post and Win 1,500U 💥World Cup Predictions: 100,000 USDT DailyHTX Invites You to Share 600K USDT in Gift Packs ‘May not resolve structural issues’ – Galaxy opposes JPMorgan’s 

‘May not resolve structural issues’ – Galaxy opposes JPMorgan’s dilution plan for Strategy
Strategy’s new $1.25B Bitcoin sale plan continues to elicit mixed reactions. Galaxy Research is the latest to weigh in on the monetization framework that the world’s largest Bitcoin treasury firm released earlier this week. 

According to Alex Thorn, Galaxy’s Head of Research, the markets “like” the new plan, but cautioned that it does not eliminate the underlying “structural risks.”

This was a smart move by Strategy, but it may not resolve structural issues forever. Strategy still has a large preferred stack, and it still has large recurring obligations.

As part of the plan, Strategy raised $1 billion in cash and formalized a 12-month cash reserve buffer. That effectively provided about 17 months of coverage for its obligations.

Additionally, it approved selling up to $1.25B in BTC to fund the interest obligations. 

MSTR rallied from $82.5 to $100, while preferred stock STRC jumped 26% from a record low of $71 to $90. Although STRC remained below its $100 peg, Galaxy said the rebound reflected positive market sentiment toward Strategy’s plan.

But Galaxy’s Thorn added that Strategy’s obligations will increase in the next two years as $6.7B in convertibles will be due. He warned that Strategy’s BTC sales would effectively exacerbate MSTR and STRC weakness. 


‘May not resolve structural issues’ – Galaxy oppos

Bitcoin [BTC] is likely to experience a bearish second half of the year 2026. It was already battling at the $60k psychological level. There was reason to believe that the 3.1% price bounce of the pas

Bitcoin [BTC] is likely to experience a bearish second half of the year 2026. It was already battling at the $60k psychological level. There was reason to believe that the 3.1% price bounce of the past 24 hours was driven more by deleveraging than by aggressive spot buying.

Crypto analyst Axel Adler Jr. explained this idea in a post on X. The idea aligned with the broader onchain metrics, which suggested we have not reached conditions that mirror historical cycle bottoms but are just on the way there.



BTC Prophet: 20-Day 380 Million HTX Challenge

Bitcoin [BTC] is likely to experience a bearish se

HTX Invites You to Share 600K USDT in Gift Packs2026 World Cup Posting Challenge on HTX Square Samsung is leading the refrigerator market with its futuristic inverter technology. The inverter models, 

2026 World Cup Posting Challenge on HTX Square

Samsung is leading the refrigerator market with its futuristic inverter technology. The inverter models, coupled with smart technology, allow the refrigerator to adjust compressor speed based on the cooling needs. It ensures consistent freshness, quieter performance, and exceptional energy savings.

Best Samsung Refrigerators with Digital Inverter T

$RONIN SHORT SETUP AT 0.0600 – CLEAR LEVELS TO WATCH 🔥 Entry: 0.0600 🔥 Target: 0.0596 🚀 Stop Loss: 0.0605 ⚠️ I've been watching the order flow on $RONIN and there’s a subtle imbalance building. Price 

On July 6, BitMine increased its Ethereum holdings by 42,197 ETH last week. As of June 28, 2026, its total Ethereum holdings reached 5,742,237 ETH, accounting for approximately 4.8% of the total Ether

BitMine Increases Ethereum Holdings by 42,197 ETH, Total Holdings Reach 5,742,237 ETH

JUST IN: A leading SK Hynix bull position opened at roughly $2.7M with 3x leverage, now ~$7.8M but unrealized loss around $370k (-13%). The move makes the whale the largest SKHX long on Hyperliquid; MU also shows a leveraged long stance. $SKHX $MU

JUST IN: A leading SK Hynix bull position opened at roughly $2.7M with 3x leverage, now ~$7.8M but unrealized loss around $370k (-13%). The move makes the whale the largest SKHX long on Hyperliquid; MU also shows a leveraged long stance. $SKHX $MU  <div><img style="max-width:100%;overflow:hidden;" src="https://d1x7dwosqaosdj.cloudfront.net/images/2026-07/0886a952850243ed8aba2128432731ad.jpg" alt="" /></div><br />

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