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According to the latest survey by TrendForce, in June, the top three MLCC suppliers in Japan and South Korea (Murata, Samsung Electro-Mechanics, Taiyo Yuden) achieved a monthly shipment volume that reached a nearly five-year high, with 140 billion, 98 billion, and 40 billion units respectively, and the growth momentum continued into July. AI applications are the main driving force, with CSP manufacturers maintaining strong procurement demand for self-developed ASIC platforms such as Google TPU and AWS Trainium, driving continuous growth in demand for high-capacity, low-voltage, small-sized MLCCs.At the same time, Japanese and South Korean suppliers are accelerating the shift of production capacity from consumer-grade X5R to high-end X6S/X7R specifications, resulting in a severe squeeze on the production capacity of mid-to-high capacity (1µF-22µF) consumer-grade MLCCs, with mainstream inventory days generally falling below 30 days. The overflow effect of production capacity has led channels, agents, and second- and third-tier customers to urgently pull goods, significantly increasing order visibility for Taiwanese and mainland suppliers, leading to rising prices, with agents raising prices by an average of 20-25%, and spot market prices have soared to 2-3 times the original price. TrendForce pointed out that the consumer-grade MLCC market currently shows a structural mismatch of "weak end demand, strong channel pricing."

PPP prediction market tool monitoring shows that in the Polymarket "Ethereum will reach price in July" prediction market, the probability of ETH reaching $2000 is 26%, down 46% in 24 hours; the probability of dropping to $1800 is currently reported at 43%, up 28% in 24 hours. According to the rules of this prediction market, the relevant results are determined based on the highest price of the Binance ETH/USDT trading pair's 1-minute K-line.Yesterday, ETH once surged to $1981, less than 1% away from the $2000 mark, but then quickly fell back and has now dropped below $1900.

According to Jinshi News, Baida Wealth Management pointed out that the market currently has an unusually high probability pricing for the Federal Reserve's interest rate hike. Senior U.S. economist Xiao Cui stated that while the risk of an unexpected rate hike cannot be completely ruled out, the current market pricing seems too high. The latest U.S. inflation data and statements from Federal Reserve officials have reinforced expectations that the Federal Reserve will keep interest rates unchanged at 3.5% - 3.75% this week.Cui also believes that Logan and Harmack in the committee may cast dissenting votes in support of a 25 basis point rate hike, and Kashkari may also join this camp.

According to monitoring by Catcher Predict, in the market prediction event "Bitcoin July Price Prediction" on Polymarket, the "Yes" option in the sub-market "Below $62,500" experienced a dramatic fluctuation in winning probability, soaring from 58.9% an hour ago to the current 75.4% (a fluctuation of 16.5%). Please note the impact of related breaking news.

According to monitoring by Catcher Predict, in the event "WTI Crude Oil July 2026 Price Prediction" on the prediction market Polymarket, the probability of the "Yes" option in the sub-market "↑ $85" has experienced significant fluctuations, soaring from 40% an hour ago to the current 58% (a fluctuation of 18%). Please note the impact of related breaking news.

Wall Street investment bank TD Cowen has lowered the target price for Bitcoin treasury company Nakamoto Inc. (NASDAQ: NAKA), reducing the split-adjusted target price from $40 to $17, a decrease of 58%, but still maintaining a "Buy" rating. TD Cowen analysts stated that this adjustment is mainly due to the pressure on Nakamoto's highly leveraged capital structure from the decline in Bitcoin prices.Although the new target price still implies about a 275% upside from the current stock price of $4.65, the company's stock is highly sensitive to fluctuations in Bitcoin prices. TD Cowen expects Bitcoin to rebound to $100,000 by the end of 2026, which is about 25% lower than the historical high of $126,000 set last October. At the same time, the firm anticipates that Nakamoto will suspend further Bitcoin purchases before 2027.Analysts pointed out that Nakamoto's core value still comes from its Bitcoin assets, with the company currently holding 4,467 BTC, valued at approximately $290 million, ranking 22nd among publicly listed companies in terms of Bitcoin holdings. However, the company's debt and preferred stock financing structure have also compressed the asset value available to common stockholders. Recently, Nakamoto has completed several financial adjustments, including repaying approximately $45 million in debt, extending the principal of $105 million to June 2027, reducing financing costs, and approving a $25 million stock buyback plan. Additionally, the company has closed its previously operated medical clinic business and will focus on Bitcoin media, asset management, and consulting services in the future. Data shows that NAKA's stock price has fallen over 71% this year, while Bitcoin has declined about 26% during the same period. Market attention is shifting from "continuously purchasing BTC" to the asset-liability structure and financing capabilities of Bitcoin treasury companies.

According to monitoring by Catcher Predict, in the market prediction event "Ethereum July Price Prediction" on Polymarket, the "Yes" option in the sub-market "Above $2,000" experienced a sharp fluctuation in winning probability, dropping from 72.5% an hour ago to the current 50.5% (a fluctuation of 22%). Please note the impact of related breaking news.

According to monitoring by Catcher Predict, in the market prediction event "Bitcoin July Price Prediction" on Polymarket, the probability of the "Yes" option in the sub-market "67,500 USD" has experienced a sharp fluctuation, dropping from 41% an hour ago to the current 24.5% (a fluctuation of 16.5%). Please note the impact of related breaking news.

Michael Saylor stated that the repurchase funds for STRC will not come from dollar reserves, but will be raised by selling MSTR stock and Bitcoin based on market conditions.The goal is to drive STRC to trade near the $100 level while maintaining high liquidity, low volatility, and healthy, sustainable independent demand. At the same time, the company will not issue STRC at a price below $100.

According to monitoring by Catcher Predict, in the market prediction event on Polymarket for "WTI Crude Oil July 2026 Price Prediction," the "Will fall below $80" option in the sub-market has experienced significant fluctuations in winning probability, soaring from 42.5% an hour ago to the current 57.5% (a fluctuation of 15%). Please note the impact of relevant breaking news.

According to on-chain analyst Yu Jin (@EmberCN), half an hour ago a giant whale bought 18,030 ETH on-chain for 35.85 million DAI, at an average price of about 1,988 USD.

The domestic DRAM leader Changxin Technology (688825.SH) today listed on the Sci-Tech Innovation Board for the first time, opening at 49.5 yuan, a 471.59% increase from the issue price of 8.66 yuan, with a market value reaching 3.3 trillion yuan, ranking first in A-shares. This IPO raised approximately 57.9 billion yuan (before the full exercise of the over-allotment option), making it the largest IPO on the Sci-Tech Innovation Board to date. Based on the opening price, investors who subscribed earned 20,000 yuan.Nomura Securities simultaneously initiated coverage on Changxin Technology, giving a target price of 116 yuan, based on an expected earnings per share of 5.8 yuan in 2028 and a target price-to-earnings ratio of 20 times, implying an approximate 13.4 times increase from the issue price, with an implied market value of about 7.76 trillion yuan. Nomura believes this valuation is about twice that of Micron, primarily based on expectations of market share growth for Changxin Memory and the valuation premium in the Chinese market.

Market data shows that Changxin Technology's Hyperliquid contract price briefly surged, breaking through 7 dollars, currently reported at 7.16 dollars.

According to market information, Changxin Technology's auction price is temporarily reported at 49.5 yuan, corresponding to an issuance price of 8.66 yuan per share, with an increase of 471.59%.

According to monitoring by Lookonchain, due to the sudden surge in CXMT prices, trader 0x517b's short position of 272,505 CXMT (1.8 million USD) was completely liquidated, resulting in a loss of 249,000 USD.