OKX Trade-to-Earn Airdrop Launch for RE (RE)

According to on chain analyst Ai Yi's monitoring, a certain address extracted 4200 XAUTs worth $17.53 million from Bitfinex one hour ago at a price of $4150.68.

Since April 2026, the Cyberspace Administration of China has launched a special campaign to clean up and rectify the chaos of AI applications. In the first phase, more than 14000 illegal websites, applications, intelligent agents and other AI products have been disposed of, over 6 million illegal and irregular information have been cleared, more than 26000 accounts have been disposed of, over 1300 illegal AI products and 9 illegal open source datasets have been taken down.

Ten years ago, Musk believed that there were insufficient reasons for SpaceX and Tesla to merge, but now the market discussion is shifting towards the timing of the merger. Tesla is betting on autonomous driving and humanoid robots, while SpaceX acquires xAI and plans to deploy space data centers. SpaceX purchases batteries and Cybertruck from Tesla, and Tesla indirectly holds SpaceX's equity through the acquisition of xAI. Musk acknowledges in 2025 that Tesla, SpaceX, and xAI have synergies in the field of solar AI satellites.

[Bernstein Report Indicates AI Liquid Cooling Market to Double in 4 Years, High Commodity Risk for Cold Plates] According to Trend Research, Bernstein's July 5 report highlights that cold plates are the only components of liquid cooling systems that directly contact chips, with a single GB200 NVL72 cabinet requiring 108 units. The cold plate market is estimated to reach $2 billion to $3 billion by 2026, and $6 billion to $7 billion under baseline scenarios by 2030, with a compound annual growth rate (CAGR) of approximately 20% to 30% over four years. NVIDIA's Rubin architecture has explicitly adopted 100% liquid cooling, eliminating fans. Cold plates are replaced upon failure, with no repair services involved, leading to hardware gross margin compression. Bernstein predicts that cold plate designs will converge between 2028 and 2030, posing high commodity risks, and longer-term replacement possibilities with silicon-based microchannel etching technology. Outperforming market targets: VRT target price $416, NVT target price $218, ETN target price $534, SBGSY target price $310, TT target price $550, JCI target price $176; CARR target price $75 aligns with the market.

The Binance XRP Scarcity Index has reached its highest level since mid-2024, and ArabxChain stated that this reflects a structural change in Binance's supply balance, with XRP becoming more scarce on the platform than in the past few months. （CryptoQuant）