South Korean Ministry of Finance: Excessive concentration of semiconductor industry exacerbates market volatility

According to Bloomberg, due to the rising cost of using AI, overseas startups and developers have begun to adopt Chinese AI models such as DeepSeek, Alibaba, and Moonshot AI. According to Vercel data, DeepSeek's AI traffic on the platform has increased from less than 1% in May this year to 17%. OpenRouter states that DeepSeek usage will double in the first half of 2026, making it the most popular model on the platform. Xiaomi MiniMax、 The proportion of token usage for Chinese open source models such as Tencent continues to rise, while the shares of Google and OpenAI have declined.

Jeremy Grantham questioned SpaceX's valuation of approximately $2 trillion, believing that there is a risk of collapse in its AI business and Mars program, and stated that 90% of the bet is that SpaceX will face a collapse. Wall Street institutions are generally optimistic about SpaceX, with Goldman Sachs, JPMorgan Chase, and Morgan Stanley giving positive ratings. It is expected that SpaceX's inclusion in the NASDAQ-100 Index will attract more funds.

The trading volume of BLUR has increased to 14.3 times the average level of the past 7 days in the past 24 hours, with a cumulative price increase of 27.9%. It is now reported at $0.0194 and currently ranks 7th on the AiCoin hot search list. The significant amplification of transactions accompanied by price strength usually reflects an increase in capital participation and the dominance of long positions. At the current stage, the flow of funds, transaction structure, and the movement of large amounts of funds deserve special attention. By using AiCoin PRO's "Main Large Orders" and "Main Transactions", one can further observe the buying and selling situation of large funds, the price range of transactions, and the sustainability of funds. The above content is for reference only and should not be used as any investment advice

The scale of stablecoins on Robinhood Chain has increased by 155% in the past 7 days, reaching $246.97 million, accounting for 93% of the total lock up value of $266.65 million on the chain, of which $212.5 million is native minting and $53.85 million is cross chain transfer in the past week. （Onchain Lens）

OKX has announced the addition of INJUSD UM(X-Perp), ICPUSD UM(X-Perp), and RENDERUSD UM(X-Perp) to multiple services, including futures contracts, officially launching on 2026-07-08 at 17:00 (UTC+8). Notes: - INJUSD UM (X-Perp) opens on 2026-07-08 at 17:00 (UTC+8) - ICPUSD UM (X-Perp) opens on 2026-07-08 at 17:15 (UTC+8) - RENDERUSD UM (X-Perp) opens on 2026-07-08 at 17:30 (UTC+8)