[BTC spot main traded 5 large orders with a total amount of 10.22 million US dollars!] Continuous inflows broke the silence—are they testing waters or driven by deeper motives?

OKX has announced the addition of Solstice (SLX) to multiple services, including spot trading, officially launching on July 10, 2026, at 20:00 (UTC+8). Notes: - SLX deposit time is July 10, 2026, at 10:00 (UTC+8), and withdrawal time is the same day at 22:00 (UTC+8). - SLX/USDT spot trading will officially open on July 10, 2026, at 20:00 (UTC+8). - During the launch of the new token, the platform will implement an index-based limit price mechanism, and parameters may be adjusted at any time based on market conditions without prior notice.

According to TechCrunch, Sequoia partner David Cahn analyzed that global AI infrastructure investment will reach $1.5 trillion by 2026, and the industry needs to achieve $3 trillion in revenue to recoup its costs. The current annualized revenue of Anthropic is $60 billion, and OpenAI's revenue for 2025 is approximately $13 billion.

[South Korean Brokerages Divided on SK Hynix Outlook, KB Securities and BNK Investment Securities Hold Differing Views] According to Etoday, KB Securities maintains a buy rating on SK Hynix, believing that the ADR listing will enhance global investor participation and drive a valuation re-rating. It also predicts that by 2027, the growth rate of DRAM and NAND production capacity will be lower than the growth rate of demand. BNK Investment Securities, on the other hand, argues that the rationale for hyperscale cloud service providers increasing investments in AI infrastructure is weakening, and the ADR listing will not significantly alter the valuation of SK Hynix's stock.

According to on chain analyst Yu Jin's monitoring, AllegraSeam, a giant whale, will transfer 20.22 million USDC to Hyperliquid and open an additional $22.8 million worth of SKHX at a price of $1480. Two days ago, another giant whale opened an SKHX worth $30 million for $1411. SK Hynix's US stock ADR is priced at $149, corresponding to a Korean stock price of $1490, and the current price is around this level.