As of press time, the cryptocurrency market continues to fluctuate, with the Fear and Greed Index reporting 22 (extreme fear). BTC maintained range consolidation within the day, with low trading volume and strong market wait-and-see sentiment. Recently, the uncertainty of US tariff policies, fluctuating expectations of Federal Reserve interest rate cuts, and the continuous flow of funds into popular tracks such as AI have put pressure on market risk appetite. At a time when the market lacks direction, Binance's recently released Proof of Reserve (PoR) for July shows that all user account balances are fully supported at a 1:1 ratio; Among them, the USDT reserve ratio rose to 103.49%, BNB rose to 100.83%, and BTC and ETH continued to maintain reserves of 100% or above. Risk Warning: The views, conclusions, and recommendations presented in this article are for reference only and do not constitute investment advice. The market is risky, and investment needs to be cautious.

据 Yole Group 研究，全球半导体器件产业收入预计 2026 年达 1.6 万亿美元，2027 年逼近 2 万亿美元。据证券时报报道，AI 基础设施、高带宽存储器、先进封装及数据中心投资推动产业价值链变革，排名前五的半导体企业贡献前 80 家企业总收入的一半以上，中国半导体产业竞争力增强，与欧洲和日本半导体制造商差距缩小。

Smart Money Address Eztennis invested $336000 in the Polymarket prediction market, buying 803132.5 shares at an average price of 41.9 ¢, betting on BLG's victory over HLE in the MSI Winners Group final.

Trump announced the end of the temporary ceasefire agreement between the United States and Iran, and the US military launched military strikes against Iran. Iran suspended peace talks and responded by blockading the strait. The minutes of the Federal Reserve meeting show that the committee has begun to evaluate the possibility of raising and maintaining high interest rates, with AI infrastructure investment seen as a new factor driving inflation. The International Monetary Fund has pointed out that US inflation may not fall back to its 2% target until the end of 2027, and warned that AI asset valuations are overheating. Bitcoin rebounded after falling below $62500 yesterday and is currently testing pressure at $63000. If it cannot stabilize, there is still a chance to backtrack the $60000 clearing zone. BitUnix analysts pointed out that the uncertainty of Federal Reserve policies, fluctuations in energy prices, and rising risk aversion have caused the market to maintain a high volatility pattern in the short term.

Santiment reported that bitcoin supply is at its lowest since 2017 and ether since 2015, adding that it doesn’t guarantee prices will move higher but helps set up crypto’s next bull cycle.