Ether outruns bitcoin as ETF money returns, almost all of from BlackRock's fund

OKX-BTC perpetual contract now reported: $64896.7. According to the analysis of BTC market value proportion data, BTC market value proportion has risen in the past 24 hours, and the price is expected to rise. Please hold positions reasonably and control risks

TSMC announced its second quarter financial report for 2026, with revenue of NT $1.27 trillion, net profit after tax of NT $706.56 billion, gross profit margin of 67.7%, operating profit margin of 60.3%, and net profit per share after tax of NT $27.25, all of which reached a historic high; Calculated in US dollars, the second quarter revenue was $40.2 billion, an increase of 33.7% year-on-year and 12.0% month on month.

[Morgan Stanley: Asian Storage Stocks Retreat 15% to 25%, Market Pricing Logic Shifts] Morgan Stanley noted on July 14 that Asian storage stocks have retreated 15% to 25% over the past month, while the chip sector as a whole has been trading sideways. Three key variables determine the direction: CSP capital expenditure expectations exceed consensus by 30% to 37%, with the late-July earnings season serving as a validation window; LTAs mitigate fears of a cyclical downturn, raising the price floor; Yangtze Memory's Fab4 and Fab5 each plan approximately 100kwpm capacity. If capital expenditure discipline is maintained, NAND supply-demand tightness could extend to 2028, but accelerated capacity expansion poses the greatest risk of oversupply. Morgan Stanley believes that the pricing logic for storage stocks is shifting from cyclical high volatility to structurally mid-to-high returns, and companies with sustainable profitability will receive valuation premiums.

According to Barchart data, the price to sales ratio of the S&P 500 index has risen to its highest level in history, reflecting that the overall valuation of the US stock market is at a historical high.

The Cascade XYZ protocol was attacked, resulting in damage to CLS vault funds and theft of 1.34 million USDC. The attacker crossed the chain from Arbitrarum to Solana, and then exchanged the funds for DAI through RelayProtocol and transferred them to Ethereum. （PeckShieldAlert）