[Nomura Securities: The global storage industry remains in severe supply shortage, AI-driven structural demand growth has not yet peaked] According to a report by Jinse Finance on July 5, Nomura Securities stated in its latest report that the core issue in the current global storage industry remains a severe supply shortage, and AI-driven structural demand growth has not yet peaked. Recent investor concerns about supply surplus are clearly overblown, and the market's overreaction may provide an opportunity to reassess valuations in the storage sector. Nomura Securities explicitly pointed out in the report that market concerns are greatly exaggerated. The cycle for semiconductor investments to translate into actual production capacity is extremely long. South Korea's investment plan of up to 480 trillion won will take at least 5 to 10 years to convert into actual production capacity. Additionally, the high profitability of HBM (High Bandwidth Memory) is squeezing general storage capacity, leading to a severe supply shortage in the market. Nomura Securities emphasized that Meta's decision is by no means a turning point for reduced AI-related hardware demand. On the contrary, due to the current shortage of computing power, the price of individual tokens is showing an upward trend. The entry of Meta's computing power into the market is expected to stabilize token prices downward. (Jin10)
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More >The United States is about to release the final text of the Bitcoin and Crypto Clarity Act
The United States is about to release the final text of the Bitcoin and Crypto Clarity Act, aimed at ensuring the country's leading position in the next generation of financial services and supporting its global development. （The Bitcoin Historian）
霍尔木兹海峡阿曼沿岸航道船舶通行量减少，伊朗加强航道控制
[Reduced Vessel Traffic in the Oman Coastal Waterway of the Strait of Hormuz, Iran Strengthens Waterway Control] According to institutional reports, the number of vessels navigating the Oman coastal waterway of the Strait of Hormuz saw a significant decrease on Sunday. During Friday and Saturday, at least 8 vessels abruptly changed course while crossing the Strait of Hormuz along the Oman waterway, with 4 of them redirecting northward to exit via the Iranian side of the waterway. According to Kpler data, a total of 19 vessels traversed the Strait of Hormuz in both directions on Saturday, with only 1 vessel publicly indicating its intention to enter via the Oman coastal waterway. On Friday, the number of vessels using this waterway was 13.
Giant Whale launches its third ETH/BTC trading, accumulating a profit of 6389 ETH
A certain whale opened its third ETH/BTC transaction, selling 4695 ETH and buying 133.8 BTC at a selling exchange rate of 0.0285. This whale has made a total profit of 6389 ETH worth 11.34 million US dollars through two ETH/BTC transactions this year. At the beginning of January, 22345 ETH were sold for 774 BTC, and at the end of January, 24564 ETH were exchanged back, resulting in a profit of 2219 ETH; In mid April, 24564 ETH were sold for 784.7 BTC, and in early June, 28734 ETH were exchanged back, resulting in a profit of 4170 ETH. (Ashes)
BTC is testing key chip peak of $62482.59
According to the distribution data of chips, Binance BTC/BTC/USDT is currently trading at the concentrated price of $62482.59 in the past 3 days. A total of 1839 BTC has been traded near this price, including active buying of 932 BTC and active selling of 907 BTC. Operation strategy: Pay attention to the attack and defense of $62482.59. If you successfully hold/break through, this area may become an important support; If lost, the price may seek a new balance downwards. The PRO 'Chip Distribution Chart' allows you to view the performance of the chip peak over different periods, helping to determine the strength level of support or resistance. The data is for reference only and does not constitute any investment advice.
Whale address deposited $2.76 million USDC into Kamino Finance
According to Onchain Lens monitoring, Whale address FU76ac deposited $2.76 million USDC into the Kamino Finance lending vault, which was routed to the Kamino Lending Program through the Kvault Program's Invest function to earn profits.