CITIC Securities research report states that K-shaped divergence is reinforced by narratives, and narrative swings leading to volatility and convergence are normal. Two marginal changes: first, the global monetary environment narrative shifts, the Federal Reserve's policy stance is being more comprehensively reviewed, the tightening and strong dollar narrative retracts, and sentiment in non-AI sectors recovers; second, AI industry trend news sparks controversy, the market has low tolerance for negative AI information, and downstream needs richer commercial monetization to support upstream investment. It is also expected that the outflow pressure on A-share broad-based ETFs will significantly ease, coupled with the correction of the rate hike narrative, which may catalyze a recovery in non-AI sectors with earnings support.

The abstract is generated by AI

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GateUser-46c777d0:

CITIC Securities' research report is quite interesting. The K-shaped divergence is narrative-driven, and now that the Federal Reserve's narrative has shifted, non-AI sectors can finally catch a break.

CoinNetwork

3m ago

CoinWorld News: Based on trading data from major players over the past 24 hours, BTC’s cumulative trading volume was $410 million, including $219 million in buys and $190 million in sells, with a trade volume difference of $28.86 million. ETH’s cumulative trading volume was $396 million, including $208 million in buys and $188 million in sells, with a trade volume difference of $19.80 million. The latest data shows that BTC’s net order difference is $1.013 billion, and ETH’s net order difference is $629 million. Major players’ orders may withdraw at any time or be executed. The data is for ref

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CoinNetwork

5m ago

CoinDesk reports that, amid continued outflows of institutional funds in the United States, Bitcoin whales have accumulated more than 270,000 BTC (about $16.7 billion) over the past two weeks, diverging from record outflows from U.S. spot Bitcoin ETFs. On-chain data shows that although the spot premium remains negative, large wallets continue to add to their Bitcoin holdings, putting the market in a structural phase of institutional deleveraging and long-term fund accumulation.

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CoinNetwork

23m ago

CoinWorld News: ETH short positions reduced by 4,260.93 units, approximately worth $7,546,092.20. The current position size is $5,601,704.10, with an average price of $1,786.90. The current profit/loss is +$106,722.18 (+38.10%). The current coin price is $1,753.49, and the liquidation price is $7,120.33. The address is 0x4e23288cee4960f9f962195c22948e4bc7ae20c3. Note: A swing trader with a capital base of $30 million; often opens a 25 million-sized semiconductor position with high leverage and also places take-profit or reverse-position orders at the same time. Overall leverage is 0.8, with mo

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StargazingUnderTheGlassDome:

With a 30 million market size opening a 25 million position, the liquidation price is 7120—seriously, the nerve is genuinely bold.

CoinNetwork

24m ago

Coin World News: The floating loss of the ETH short position at address pension-USDT.ETH has narrowed from $4.92M (-16.42%) to $2.7M (-9.24%). The average price of this address is $1,700.06, the current coin price is $1,754.09, the liquidation price is $2,170.67, and the position size is $87.71M. This whale often profits through swing trading, with accumulated profits exceeding $20 million since October.

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ColdWalletLeftInTheAir:

If ETH really rushes to 2100+, this trade will become a classic case.

CoinNetwork

33m ago

CoinWorld News: The Lebanese Army: We continue to clear unexploded ordnance in areas affected by Israeli aggression, calling for maximum precautionary measures in areas subjected to Israeli attacks.

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GateUser-318a7dc8:

Israel just bombed and left without a care, while the Lebanese still have to play minesweeper in their own land—ironic.

CoinNetwork

37m ago

CoinWorld News, according to HyperInsight monitoring, “Machi Big Brother” Huang Licheng’s address has added to its ETH long position. It is currently going long on 9,390 ETH with 25x leverage, worth approximately $16.56 million, with an average entry price of $1,721.04, and a current floating profit of $400,000.

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ProofOfVibes:

25x leverage is really bold.

CoinNetwork

45m ago

CoinWorld News: Abraxas Capital's main address recently increased its SOL short position by 6,868.86 tokens, worth approximately $549,674.10. The address's position size is $3,296,956.95, with the average price adjusted from $80.95 to $80.87. The current profit/loss is +$19,915.08 (+6.04%), the current token price is $80.38, and the liquidation price is $254.43. The address began building the position in May, was once the largest contract capital whale on HyperLiquid, started taking profits in November, and the position size once reached $920 million.

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Cream-ColoredCross-ChainBridge:

Average price adjusted from 80.95 to 80.87, micro-adjustments reduce costs.

CoinNetwork

57m ago

Biji Network News, Zachxbt disclosed that a hacker withdrew 3,200 ETH via Tornado Cash between July 2 and 3, and laundered approximately $5.5 million using Circle's CCTP cross-chain bridge, subsequently transferring USDC to 7 recharge addresses on the Arbitrum network.

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ThinkForThreeSecondsBefore:

7 addresses are used to make separate deposits, a classic operation, making tracking more difficult again.

CoinNetwork

1h ago

CoinWorld News: Abraxas Capital’s main address increased its SOL short position by 7,659.55 coins, approximately $777,074.75. The address’s position size is $2,747,282.85; its average price was adjusted from $81.25 to $80.95. The current profit/loss is +$17,044.67 (+6.20%). The current coin price is $80.45, and the liquidation price is $288.97. The address started building a large short position from May; it was previously the largest contract capital whale on HyperLiquid. From November onward, it has continued to take profits, with the position size having previously reached $920 million.

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DegenLibrarian:

From 920 million to 2.7 million, a ruthless profit-taker.

CoinNetwork

1h ago

Coin World News, as reported by The Hill, Iran's new Supreme Leader Mojtaba has not yet attended the funeral ceremony of his father, the late Supreme Leader Khamenei, who is set to be buried on July 9. According to reports, the current ruler of Iran (Mojtaba Khamenei) was injured in the first round of strikes and has not made any public appearances since taking power in March. In this conflict, he has rarely issued public statements, raising many questions about his health. The New York Times reported on Saturday that it remains unclear whether the Supreme Leader plans to attend any events hon

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NightFlightPaperCrane:

This plot is more complicated than a DeFi protocol, the second-generation successors are all hiding and not showing up—what exactly is going on inside Iran?

CoinNetwork

1h ago

CoinWorld News, according to Lebanon's National News Agency: The Israeli army is shelling the town of Deir Siriane in the Nabatieh region of southern Lebanon with artillery.

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CoinNetwork

1h ago

CoinWorld news, according to CryptoQuant analyst Darkfost, the total market cap of memecoins as a proportion of the total market cap of altcoins has dropped to 3.7%, a new low since February 2024.

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GateUser-deff9ed8:

Darkfost's data has always been accurate, and this round of deleveraging is probably not over yet.

CoinNetwork

2h ago

CoinWorld news reports that, according to on-chain analyst Darkfost, the dominance of meme coins over the altcoin market has fallen to its lowest level since February 2024. The indicator cited is the ratio of the total market cap of meme coins to that of altcoins, used to gauge the momentum of the meme coin market. Data shows that in November 2024, the meme coin rally pushed this ratio above 10%, but it has now dropped back to 3.7%.

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GateUser-382715ed:

Is capital starting to flow back into legitimate projects? This indicator is quite interesting, the drop from 10% to 3.7% is severe enough, waiting for a rebound signal.

CoinNetwork

2h ago

CoinWire News: Foxconn announced June sales of NT$821.8 billion, up 52.1% year-on-year. Second-quarter revenue grew 39.83% year-on-year. Looking ahead to the third quarter, Foxconn expects AI rack shipment volume to continue growing, and the overall operating outlook is expected to increase both quarter-on-quarter and year-on-year. The company said it is still necessary to monitor the impact of the turbulent global political and economic situation.

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GateUser-4bd1cc87:

52.1% year-over-year, nearly 40% growth in Q2, it's not easy for traditional manufacturing to achieve these numbers.

CoinNetwork

2h ago

CoinWorld news: According to Vietnam’s *Youth Newspaper*, the Investigative Security Bureau (a09) of Vietnam’s Ministry of Public Security, in a case involving alleged misappropriation of property on the ONUS cryptocurrency exchange, seized more than 350 kilograms of gold and silver, froze transactions involving 8 properties, and froze more than 300 bank accounts. The amount involved is 2000 billion Vietnamese dong. The police filed criminal proceedings against 8 defendants on March 23, charging them with using computer networks to commit property embezzlement and money laundering. From 2018 t

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YieldTuningFork:

350 kilograms of gold and silver, this exchange really treats users as ATMs.

CoinNetwork

2h ago

CoinWorld news: Michael Saylor said on the X platform that strong consensus is Bitcoin’s immune system. Transaction fees are used to price block space; nodes set policy; miners build blocks; and holders allocate capital. Protocol changes require overwhelming agreement, and bad ideas will fail before they become harmful, interventionist protocol changes.

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VinesCoiledIntoGeometricShapes:

Saylor's metaphor is brilliant, the immune system is indeed apt; bad ideas are shot down by consensus before they even land.

CoinNetwork

2h ago

CoinWorld News, Anthropic plans to invest $15 billion in Australia to acquire 1.4 million kilowatts of data center computing power resources. The company intends to activate at least 1 million kilowatts of computing power by the end of next year at the latest, and is seeking long-term partners to jointly build a data center campus. Anthropic is about six weeks away from making a final investment decision, and the project may be split into four to five smaller cooperation contracts for implementation.

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GateUser-382715ed:

Will Anthropic’s $15 billion injection shake up Australian data centers?

CoinNetwork

2h ago

Bitjie News: Vitalik Buterin has released a three-year transformation plan for Ethereum called "Lean Ethereum." This is a multi-year roadmap aimed at fundamentally overhauling Ethereum. The plan includes native Stark verification, quantum-resistant cryptography, higher gas limits, and more than a 10x reduction in transaction costs for certain applications. The roadmap marks Ethereum's most ambitious overhaul since The Merge, with upgrades to be gradually rolled out over the next 3-4 years.

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FoldedYield:

Stark verification native integration? This wave of technical debt is finally being paid off.

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