币圈里看人生

According to CGTN International, Iran’s Islamic Revolutionary Guard Corps announced on July 14 a military operation codenamed Nasra 2. The targets include ammunition depots, a satellite communications center, and U.S. military facilities in Bahrain. The Islamic Revolutionary Guard Corps said that the retaliatory strike operation is still ongoing.

Bloomberg reports that Intel is investing €5 billion (about $5.7 billion) to expand its manufacturing plant in Leixlip, Dublin, as part of its efforts to regain leadership in AI chip manufacturing. The expansion will increase production capacity for data center processors, including its flagship Xeon server chips, and will support R&D activities at the site.

According to the National Commodity Warehouse Receipt Registration Center (NCWR), China has launched Cangdeng Chain in Shanghai, a blockchain-based warehouse receipt platform, completing its first batch of digitized trades involving non-ferrous metals such as nickel and copper. The platform is built on the China Shipping and Trade Chain and is supported by CMST Development, Bank of Communications, and the National Blockchain Technology Innovation Center. The platform can generate warehouse receipts directly on the blockchain ledger without using a separate database.

According to Morgan Stanley’s latest industry report, TSMC will increase capital expenditures to $56B in 2026 and $75B in 2027 due to steadily growing demand for AI semiconductors. CoWoS advanced packaging capacity will expand from about 70,000 wafers per month by the end of 2025 to 120,000 by the end of 2026, and reach 200,000 by the end of 2027; while SoIC capacity is expected to rise from 14,000 to 40,000 units over the same period.

According to Tencent Hunyuan, Hy3 experienced peak computing resource consumption on WorkBuddy on July 8, with the queue rate exceeding 50% in the afternoon. The team immediately allocated additional resources to cope with the surge and completed capacity expansion. Hy3 services are now running normally.

According to Colliers, Manhattan office leasing volume reached 11.02 million square feet in Q2 2026, 29.4% above the five-year quarterly average and 31.3% above the ten-year average. Quarterly demand increased 19% year-over-year, and for the first time since 2002, leasing area exceeded 11 million square feet for three consecutive quarters. AI-related leasing surged to 800k square feet in Q2, up from 700k square feet in Q1, surpassing the total leasing of all AI companies in Manhattan in 2025. CoStar data shows that Class B office leasing grew 14% from pre-pandemic levels and 28% year-over-year

Last week, foreign investors net sold approximately 20 trillion won from the Korean KOSPI market, with Samsung Electro-Mechanics becoming their biggest buying target. The buying interest reflects expectations that the expansion of AI infrastructure will drive demand growth for multilayer ceramic capacitors (MLCC) and semiconductor package substrates.

According to Nikkei Asia, Apple's stock price surged 12% over the past five trading days, adding approximately $49.17 billion to the company's market value. The rise came after reports that Apple had raised its inventory target for this year's first foldable iPhone to 10 million units, significantly up from the previous estimate of 7 to 8 million units.

On July 3, after Japanese Finance Minister Katayama Kōyuki's speech, the yen-dollar exchange rate broke through the 161 level. This exchange rate movement reflects that the market remains sensitive to official policy signals from Japanese fiscal authorities.

NIO delivered 40,597 vehicles in June 2026, a year-over-year increase of 62.9%, according to the company's official monthly delivery report.

According to the Indonesian Ministry of Energy, the coal benchmark price for the first half of July has been set: 5,300 kcal grade coal at $90.94 per metric ton, and 4,100 kcal grade coal at $62.59 per metric ton.

According to Jefferies, on June 30, the CLARITY Act faced a major legislative hurdle in the U.S. Senate, with the probability of passing within the year dropping from 70% in mid-May to 48%. The bill passed the Senate Banking Committee with a bipartisan vote of 15 to 9, but faces time pressure, with only about 20 legislative days left before the August congressional recess. Senate procedures include bill consolidation, procedural votes, and coordination with the House version, which must be completed before being submitted to the President.

According to Iranian media reports, the Islamic Revolutionary Guard Corps (IRGC) in Hormozgan Province will begin a two-day ammunition disposal operation on the outskirts of Bandar Abbas tomorrow (June 30). The operation is primarily aimed at destroying leftover ammunition, and authorities have warned that explosions may occur during the process.

Reports indicate that Germany liquidated 49,858 BTC between June 19 and July 12, 2024, valued at approximately $2.89 billion, with an average price of $57,900 per coin. These bitcoins came from the operators of the large pirate website movie2k and were sold under German legal requirements to quickly liquidate seized assets. Currently, Bitcoin is trading less than $3,000 above Germany's average exit price, narrowing the multi-billion dollar gap that had previously widened when BTC approached $125k later in 2024. This has reignited discussions about whether governments should hold seized Bitcoin

According to Foresight News, Paul Cafiero, partner of the a16z crypto marketing team, recently stated that the cryptocurrency industry commonly experiences a "high volume" communication phenomenon, with every product launch being packaged as a milestone and competitors frequently accused of fraud. He warned that this constant exaggeration weakens the audience's ability to discern truly important information.

According to Waypoint Trading Solutions, the infrastructure provider has announced that it will provide connectivity services to the Texas Stock Exchange from the first day of its operation. This move enables Waypoint’s clients to access all 22 U.S. stock exchanges through a single connectivity provider. Waypoint currently supports connectivity to over 800 exchanges and trading venues in more than 70 countries, serving over 1,000 financial institutions worldwide. This announcement reflects the increasingly competitive landscape of the U.S. stock market, as TXSE prepares to challenge the domina

According to Waypoint Trading Solutions, the infrastructure provider announced that it will provide connectivity services for the Texas Stock Exchange starting from its first day of operations. This move allows Waypoint's clients to access all 22 U.S. stock exchanges through a single connectivity provider. Waypoint currently supports connections to over 800 exchanges and trading venues in more than 70 countries, serving over 1,000 financial institutions worldwide. This announcement reflects the increasingly competitive landscape of the U.S. stock market, as TXSE prepares to challenge the domin

On June 24, SecondFi traced a Cardano wallet vulnerability to an address-level issue and, after the attacker stole funds from 374 addresses, ensured the security of 129 million ADA. The wallet service identified the vulnerability and contained the incident.

According to ChainCatcher citing Coinglass, as of June 24, Hyperliquid whales currently hold positions worth $4.265 billion, with the long-short ratio exactly 1:1. The long positions worth $2.13 billion (accounting for 49.94% of total positions) are down by $176 million, while the short positions worth $2.135 billion (accounting for 50.06%) are up by $88.29 million.