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According to monitoring by Catcher Predict, in the predicted market Polymarket for the event "Dota 2: Virtus.pro vs HULIGANI - European Closed Qualifiers," the win rate of the "Yes" option in the sub-market "Both sides defeat Roshan" has experienced a dramatic fluctuation, soaring from 50% an hour ago to the current 95% (a fluctuation of 45%). Please note the impact of relevant breaking news.

According to Bitcoin News, Dario Amodei, co-founder and CEO of Anthropic, stated to lawmakers in the U.S. Congress that the development of open-source AI is entering a "very dangerous path." Once powerful AI models are released in open-source form, developers will lose effective oversight over the usage of the models, including the inability to monitor abuse, revoke access, or dynamically update security mechanisms, thereby increasing potential risks.Dario Amodei mentioned that compared to closed model systems, fully open models are more difficult to implement continuous control over security governance, which may lead to irreversible abuse risks.

Digital Currency Group (DCG) subsidiary Yuma announced the launch of a market-wide fund aimed at providing investment opportunities in the Bittensor network's native token TAO and its subnet ecosystem through a single investment strategy. Currently, Bittensor has launched 128 subnets, with a total asset value exceeding $900 million.DCG founder and CEO Barry Silbert stated that most AI investments are currently flowing to a few centralized legacy companies, which are now trying to enter the public market. Bittensor offers an alternative: an open, decentralized network built by builders and innovators at the forefront of artificial intelligence development.

CITIC Construction Investment Research Report points out that the following factors will determine the trend of the third quarter market: In terms of fundamentals, AI computing power remains at a high level of prosperity, with mid-year performance and overseas financial reports worth paying attention to. At the same time, since April, under pressure from the macro economy, the economic measures from the Politburo meeting in July are quite important; In terms of liquidity, external disturbances have increased, while internal conditions remain neutral; In terms of risk appetite, geopolitical events and the listing of industry giants will cause short-term fluctuations in the market. Considering the global tech stock correlation effect, major overseas computing powers such as Japan, South Korea, and the United States also need to be continuously monitored.In terms of industry allocation, although the logic of AI computing power remains unchanged, volatility has intensified. It is recommended to be cautious about chasing highs and to position during pullbacks; lithium batteries are expected to welcome a peak season, and energy storage demand continues to warm up, while new energy presents opportunities for phased valuation recovery; dividends are expected to rebound from oversold conditions, with relatively high cost-performance ratios. Key areas to focus on: banks, coal, public utilities, AI, optical modules, storage, chips, industrial metals, lithium battery materials (VC), etc.

Strategy founder Michael Saylor has once again released information related to the Bitcoin Tracker and stated, "We are gonna need more charts."According to previous patterns, Strategy always discloses information about increasing Bitcoin holdings the day after relevant news is released.

According to Jinshi reports, the research report from Zhongtai Securities indicates that overall, the market is likely to maintain a clear bottom and a pattern of consolidation in the next week or two. After the important IPO listings, as market uncertainties settle and sentiment improves, the market is expected to welcome a rally towards previous highs/new highs. The subsequent market style will still be technology diffusion rather than style switching.Focus on technology: storage and semiconductor equipment, overseas computing power chains. Storage and semiconductor equipment are currently the most certain directions.Non-technology directions: new energy, AI-related new materials and minor metals, engineering machinery, and brokerage firms. In the new energy sector, the electricity demand driven by AI computing power expansion and the logic of going overseas constitute medium-term support. In terms of AI-related new materials, the price increase spiral for copper-clad laminates (CCL) has already begun. Brokerage firms benefit from IPO participation and active market trading, still presenting opportunities for fluctuations.

Machi Brother Huang Licheng posted multiple tweets about the meme coin Machi, with the related token price once breaking through 0.0007 USD, currently reported at 0.000668 USD, with a daily increase of 235%.It is currently unclear whether the Machi Brother X account has been hacked, reminding community users to stay vigilant. The prices of meme coins are highly volatile, mainly driven by market sentiment and conceptual speculation, lacking clear practical application scenarios, and investors should be aware of the associated risks.

According to Cointelegraph, CryptoQuant analyst Darkfost stated that the Bitcoin unspent transaction output (UTXO) data shows that the proportion of loss transactions to profit transactions in the current market has dropped to the lowest level of this bear market cycle, indicating that investors are entering a clear "surrender" phase.This indicator has previously triggered multiple times at historical cycle bottom areas. The last similar low occurred during the mid-2023 deep phase of the bear market, when the Bitcoin price briefly fell to around $26,000. Analysts believe that such phases usually correspond to extremely low market sentiment, with long-term investors gradually starting to accumulate again.Darkfost pointed out that this is the first time this signal has been triggered since the start of the current correction, indicating that the number of UTXOs sold at a loss is significantly increasing, reflecting a broader sell-off and surrender behavior that has begun. He also added that the spent output profit ratio (SOPR) of long-term holders' Bitcoin is gradually entering negative territory.

According to a report by Jinshi citing the Korea Times, the South Korean presidential office announced on Sunday that Samsung Electronics and SK Hynix will unveil significant investment plans on Monday during a meeting hosted by President Lee Jae-myung.The related investment will be announced at a briefing held at the Blue House at 2 PM KST (1 PM Beijing time) on Monday, aimed at introducing the "three major super projects" promoted by the government to achieve regional balanced development. A spokesperson added that the plan is jointly promoted by the departments of trade, technology, transportation, and energy. Samsung Electronics Chairman Lee Jae-yong and SK Group Chairman Chey Tae-won will attend the event and participate in a discussion session with other attendees.Industry observers expect that these two chip manufacturers will invest more than 100 trillion won (approximately 65 billion USD) over the next decade, which may include the possibility of developing a chip industry cluster in the southwestern Hunan region. Lee Jae-myung referred to this investment on Saturday as a "historic achievement" and a policy initiative that could change South Korea's fate.

According to the latest disclosure by the Federal Trade Commission (FTC), Musk has obtained antitrust approval for the acquisition of the optical network startup Mesh Optical Technologies, which means the FTC has completed a rapid antitrust review and will not challenge the transaction on competitive grounds, clearing a major regulatory hurdle for the advancement of the deal. However, it has not yet been disclosed whether the transaction has been signed or completed.Mesh was founded by former SpaceX engineers, and its core product is optical transceivers for AI data centers, which can improve energy efficiency, reduce latency, and enhance reliability compared to traditional network hardware, in order to meet the demand for millions of optical connections brought about by the growth of AI computing clusters. The founding team was involved in the development of the laser communication system for SpaceX's Starlink satellite network and plans to deploy optical communication technology into space in the future, adapting to the inter-satellite laser communication needs of orbital data centers and AI satellite networks. The company completed over $50 million in financing led by Thrive Capital in February of this year.Acquiring Mesh is one of SpaceX's initiatives to strengthen the competitiveness of large-scale computing clusters. Currently, SpaceX has listed AI computing power as a core business segment, and its xAI has been operating a total of approximately 1GW computing power with the Colossus and Colossus II training clusters, making it the first company to deploy coherent gigawatt-level AI training clusters; among them, Colossus II will add over 400MW of computing power and introduce over 220,000 GB300 chips. It has signed computing power cooperation agreements with Anthropic, Google, Reflection AI, and others, directly competing with large-scale cloud providers such as Amazon Web Services, Microsoft Azure, and Google Cloud. This year, SpaceX has also reached a Terafab chip manufacturing plan with Tesla and Intel, extending its vertical integration capabilities in chip design and manufacturing.In the past week, SpaceX's stock price ended its upward trend, closing at $153.23 per share, down over 32% from its peak of $225.64 per share.

According to GMGN data, the market capitalization of the Solana ecosystem Meme coin ANSEM briefly surpassed $32 million, and has now fallen back to $24 million, with a 24-hour increase of 115 times and a 24-hour trading volume of $21.2 million.Crypto KOL Ansem stated on social media that due to Pump.fun "refusing to distribute funds (airdrop)," he had to provide a "stimulus fund" to the "on-chain trenches" (referring to on-chain Meme coin traders).ChainCatcher reminds users: Most Meme coins have no real use cases and are highly volatile, please pay attention to asset protection and do not FOMO.

According to Coinglass data, if ETH breaks through $1,652, the cumulative short liquidation intensity on major CEXs will reach $503 million. Conversely, if ETH falls below $1,500, the cumulative long liquidation intensity on major CEXs will reach $370 million.

According to Coinglass data, if BTC breaks through $63,162, the cumulative short liquidation intensity on mainstream CEX will reach $786 million. Conversely, if BTC falls below $57,458, the cumulative long liquidation intensity on mainstream CEX will reach $710 million.

According to Coinglass data, the current whale holdings on the Hyperliquid platform amount to $4.169 billion, with long positions of $2.053 billion, accounting for 49.26% of the holdings, and short positions of $2.115 billion, accounting for 50.74%. The profit and loss for long positions is -$199 million, and for short positions is $84.0207 million.Among them, the whale address 0x082e..88 has taken a 5x leveraged long position on HYPE at a price of $38.6755, currently with an unrealized profit and loss of $32.1128 million.

According to on-chain data monitored by Catcher Predict, significant capital movements are predicted in the Polymarket market. A large whale invested $99,952.06 in the "Jordan vs. Argentina - More Markets" event, specifically targeting "Argentina (-2.5)". Based on the current transaction price, the latest corresponding winning probability for this target is 44%.

According to Cointelegraph, in the wave of declines in technology stocks, cryptocurrency-related stocks have suffered particularly severe losses, with the divergence from the broader market continuing to widen. Coinbase (COIN) and Circle (CRCL) have fallen 69% and 72% from their respective historical highs, far exceeding the 48% to 57% pullback of mainstream tech stocks like Oracle, Salesforce, Netflix, and Palantir; in contrast, the S&P 500 index has only retreated 3.5% from its recent peak.On the fundamental side, Coinbase's first-quarter performance was significantly below Wall Street expectations, with a 21% quarter-over-quarter decline in revenue and a loss of $1.49 per share, while analysts had previously expected earnings of $0.27 per share. Bitcoin fell below $60,000 this week, down more than 54% from its October peak; Ethereum also dropped to around $1,500, down about 69% from last year's high, with market sentiment continuing to deteriorate.21Shares has lowered its 2026 cryptocurrency market expectations in its mid-year outlook report, believing that the performance of digital asset prices is significantly lagging behind the industry's fundamentals. The institution pointed out that institutional adoption is still deepening, with stablecoins, asset tokenization, and prediction markets maintaining strong development momentum, but the four-year market cycle of Bitcoin remains the dominant force in price trends. The report also acknowledged previous misjudgments—"the cycle of Bitcoin is evolving, but has not yet broken," retracting its earlier assertion that the four-year cycle was outdated.Analysts believe that the deep pullback in cryptocurrency stocks reflects the overall weakness of the digital asset market, the uncertainty of legislative progress in the U.S. cryptocurrency market structure, and the compounded pressure from the potential impact of AI technology on existing business models.

According to on-chain analyst Yu Jin's monitoring, the whale sat0shi777 (0x50b...9f20) opened a long position of 468 BTC at a price of $62,729 on the 24th, worth $29,380,000, and then BTC fell below $60,000;Yesterday morning, after the decline, he shorted 47,500 ETH at a price of $1,536, worth $72,940,000, after which ETH did not continue to decline. Currently, his position worth $102 million is simultaneously at a loss, with a loss of $1.86 million on the BTC long position and a loss of $1.23 million on the ETH short position.

According to Jinshi reports, Neuberger portfolio manager Joseph Purtell stated that in the short term, the dollar may continue to strengthen due to rising real interest rates in the United States. He believes the dollar is likely to break through the range of the past six to nine months, but added that in the long term, considering structural issues such as the sustainability of U.S. government finances, the dollar may weaken.

According to Coinglass data, in the past 24 hours, the total liquidation across the network was $115 million, with long positions liquidated at $57.31 million and short positions liquidated at $57.27 million. Among them, Bitcoin long positions were liquidated at $10.21 million, Bitcoin short positions at $15.99 million, Ethereum long positions at $17.37 million, and Ethereum short positions at $13.51 million.In addition, in the last 24 hours, a total of 55,741 people were liquidated globally, with the largest single liquidation occurring on Binance - ETHUSDT worth $1.88 million.

According to monitoring by Catcher Predict, in the market prediction event "Dota 2 Power Rangers vs Yellow Submarine European Qualifiers" on Polymarket, the "Yes" option for the sub-market "Both Defeat Roshan" has experienced a dramatic fluctuation in win rate, soaring from 50% an hour ago to the current 90% (a fluctuation of 40%). Please note the impact of related breaking news.