CTAs Are Sellers In Every Scenario Next Week... And A Massive $185 Billion If Stocks Slide Next Month https://www.zerohedge.com/markets/ctas-are-sellers-every-scenario-next-week-and-massive-185-billion-if-stocks-drop-next-month
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news18h agonews
*WTI OIL EXTENDS DROP TO $81.68 AS TRADERS LOOK TO US-IRAN TALKS
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*NVIDIA SHARES EXTEND DROP TO AS MUCH AS 5%
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📈 China's Crude Oil Imports Collapse as Persian Gulf Supply Dries Up
China's crude oil imports fell sharply in June 2026 to near a decade low as war in the Persian Gulf disrupted regional oil supplies. Total imports declined from 12.4 mb/d in February to 7.1 mb/d in June—a 43% drop in just four months. The contraction was driven by a 67% collapse in imports from the Persian Gulf, which fell from 6.4 mb/d to 2.1 mb/d, while imports from the rest of the world declined a comparatively modest 18%. The disruption exposed China's continued reliance on Persian Gulf crude despite years of supplier diversification.
#China #energy #fuels #oil #crude #CrudeOil #OOTT #China #Iran #sanction #HormuzStrait #Hormuz
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TREASURIES-10-year yields set for biggest drop in a month as oil tumbles
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📄 @base weekly recap
What happened on @base this week
NEWS
■ @base announced Cobalt is coming in September, bringing sponsored transactions, batch calls, and session keys through native account abstraction.
■ @baseapp is giving 50% off swap fees on the top 10 trending tokens across Base, Solana, and Robinhood Chain for the next two weeks.
■ The Base Ecosystem Fund has backed 30+ teams rebuilding finance onchain. Focus areas include tokenized assets and yield, stablecoins for emerging markets, onchain credit, prediction markets, 24/7 FX and institutional markets, and agentic commerce. Applications are open.
■ @coinbase added direct SUI staking, with rewards accumulating straight to user accounts.
■ @coinbase launched the Bitcoin Security Consortium with BlackRock, Fidelity, Block and others to help support long-term Bitcoin network security.
■ @CoinbaseMarkets launched its Markets dashboard with market data, new listings, top gainers and customizable views.
■ @coinbase said it won its lawsuit to expose what it described as a secret attempt to restrict crypto in America.
■ @coinbase is powering USDC as initial margin for US-regulated futures and options through Marex, giving traders 24/7 stablecoin collateral access.
STATS
■ Base has crossed $15B in TVL this year
■ Total number of x402 transactions on Base hit 154M.
■ @Zyfai_ grew from $3.2M to $6.1M AUM on Base in three weeks and is now managing 4.5M USDC, 10.5 cbBTC and 420 ETH through automated risk monitoring, exits, rebalancing and compounding.
■ @KAIO_xyz and @Mubadala Capital launched tokenized access to a private market strategy with around $75M in onchain TVL across Base, Solana and Sui.
■ @OmenX_Official crossed $1.4B+ in all-time trading volume on Base.
■ @AskSurplus flipped Base App in transaction count over the last 28 days.
■ @upshot_cards sold out its Hungarian GP packs in less than 24 hours.
■ @bankrbot reward season is live with 250M $BNKR and around $80K in LLM credits over 90 days. The first Bankr drop distributed 19,326,923 $BNKR and $1,130 in LLM credits across 509 wallets.
■ Bankr’s rebuilt launch curve reached a $53M peak when replaying past launch flows, compared to $8M on the old curve.
■ @gitlawb rebuilt its Playground build harness with Kiln, cutting size from 21MB to 33KB and boot time from 60s to 19ms.
■ @AskVenice announced up to $100K in awards for Lumara Film Festival in collaboration with @MoonPay.
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🚨 DAILY ALPHA DROP: July 27, 2026
Market dipped. Smart money didn't. Here's what's moving 👇
💎 ethereum:native : ETH ETFs pulled in $103.9M last week, 3x more than Bitcoin. Robinhood Chain processes $800M daily, all requiring ETH for gas. The ETH/BTC ratio has climbed 3 straight weeks. Institutional rotation into Ethereum is quietly underway.
🏦 crypto-com-chain:native : Citadel Securities invested $400M in Crypto.com at a $20B valuation, its first institutional funding in a decade. Robinhood is now in talks to offer event contracts via Crypto.com. Wall Street's smartest money is betting on crypto infrastructure.
⚡ aptos:native : AIP-146 just activated, giving Aptos' biggest stakers up to 100x transaction processing power. Franklin Templeton named APT top infrastructure for AI agent payments. Down 97% from ATH with rising on-chain usage all year. Classic divergence setup.
Trade all 3 on WOOX 👉 wooxpro.com
#ETH #CRO #APT #Crypto #DailyAlphaDrop #WOOX
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news7/27news
🚨 DAILY ALPHA DROP: July 27, 2026
Market dipped. Smart money didn't. Here's what's moving 👇
💎 $ETH : ETH ETFs pulled in $103.9M last week, 3x more than Bitcoin. Robinhood Chain processes $800M daily, all requiring ETH for gas. The ETH/BTC ratio has climbed 3 straight weeks. Institutional rotation into Ethereum is quietly underway.
🏦 $CRO : Citadel Securities invested $400M in http://Crypto.com at a $20B valuation, its first institutional funding in a decade. Robinhood is now in talks to offer event contracts via http://Crypto.com. Wall Street's smartest money is betting on crypto infrastructure.
⚡ $APT : AIP-146 just activated, giving Aptos' biggest stakers up to 100x transaction processing power. Franklin Templeton named APT top infrastructure for AI agent payments. Down 97% from ATH with rising on-chain usage all year. Classic divergence setup.
Trade all 3 on WOOX 👉 http://wooxpro.com
#ETH #CRO #APT #Crypto #DailyAlphaDrop #WOOX
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news7/27news
🚨 DAILY ALPHA DROP: July 27, 2026
Market dipped. Smart money didn't. Here's what's moving 👇
💎 : ETH ETFs pulled in $103.9M last week, 3x more than Bitcoin. Robinhood Chain processes $800M daily, all requiring ETH for gas. The ETH/BTC ratio has climbed 3 straight weeks. Institutional rotation into Ethereum is quietly underway.
🏦 : Citadel Securities invested $400M in http://Crypto.com at a $20B valuation, its first institutional funding in a decade. Robinhood is now in talks to offer event contracts via http://Crypto.com. Wall Street's smartest money is betting on crypto infrastructure.
⚡ : AIP-146 just activated, giving Aptos' biggest stakers up to 100x transaction processing power. Franklin Templeton named APT top infrastructure for AI agent payments. Down 97% from ATH with rising on-chain usage all year. Classic divergence setup.
Trade all 3 on WOOX 👉 http://wooxpro.com
#ETH #CRO #APT #Crypto #DailyAlphaDrop #WOOX
75·ALong
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meme7/27meme
🚨 DAILY ALPHA DROP: July 27, 2026
Market dipped. Smart money didn't. Here's what's moving 👇
💎 : ETH ETFs pulled in $103.9M last week, 3x more than Bitcoin. Robinhood Chain processes $800M daily, all requiring ETH for gas. The ETH/BTC ratio has climbed 3 straight weeks. Institutional rotation into Ethereum is quietly underway.
🏦 : Citadel Securities invested $400M in Crypto.com at a $20B valuation, its first institutional funding in a decade. Robinhood is now in talks to offer event contracts via Crypto.com. Wall Street's smartest money is betting on crypto infrastructure.
⚡ : AIP-146 just activated, giving Aptos' biggest stakers up to 100x transaction processing power. Franklin Templeton named APT top infrastructure for AI agent payments. Down 97% from ATH with rising on-chain usage all year. Classic divergence setup.
Trade all 3 on WOOX 👉 wooxpro.com
#ETH #CRO #APT #Crypto #DailyAlphaDrop #WOOX
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meme7/26meme
EUROPEAN GAS PRICES DROP 7.7% AT THE OPEN AS THE US AND IRAN EXTEND THEIR WAR PAUSE.
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Just some TLDR news:
- $CXMT IPO tomorrow if you like Chinese memory.
- Samsung Electronics reportedly struggling to secure large FC-BGA substrates. Ibiden (4062) reportedly requested LTA guarantees, Samsung Electro-Mechanics sought prepayments.
- Samsung + $AVGO sign memory + foundry AI framework through 2030, expected to exceed $200b
- $SOI expects FY2027 silicon photonics revenue to double compared to the previous year, surpassing Morgan Stanley's 60% growth projection. Photonics thesis go brrr.
- SK Group + $NVDA sign $500B+ partnership to build out AI DCs and HBM4 memory.
- SKC Absolics glass core delay to 2027 from reports. Targeting final reliability testing EOY, mass production next year. So if you're curious, this does push back some ramps from $LPK and others (hence drop on ER).
- $QCOM price hikes by double digits for smartphone processors, due to upstream supplier hike pricing.
- $META expected to issue $12B in project-level/SPV financing for El Paso, Texas AI DC expansion
- Naver announced a $10 billion investment from $NVDA and Brookfield to construct a 1GW-scale AI Factory. Near term plan is 200MW by 2028. (Nvidia $1B investment, Brookfield nonbinding $9B)
- 64GB DDR5 server modules rises 146% versus end-June contract pricing
- $INTC brought forward 14A process mass production by a year, risk production H2 2027 and volume production in 2028, vs. 2029 HVM expectations.
- Samsung Electro-Mechanics wins $200m MLCC order (existing bottleneck).
- $AMD (the Bandana bottleneck), announces Helios is in full production with shipments Q3 2026. Including an up to 2GW MI455X GPU deployment with Anthropic and a 6GW infrastructure rollout with OpenAI. Gave new >50% CAGR TAM to $220B by 2030 from $26b in 2025 for CPU market.
Rolls out optical interconnects for Mi500 in 2027. From channel checks, AMD is heading down to the CPO route (seems likely to use Ayar).
- $ORCL wins $7B Department of War enterprise software contract
- JX metal doubles semi target capacity at its KR subsidary with a 4B yen investment, with operations to begin H2 2027, amid surging demand from major customers Samsung Electronics and SK Hynix
- Tungsten hexafluoride spot prices surged 2.1-2.5x Y/Y following Japan's Kanto Denka and Chuo Gas announcing permanent production halts. Fluorinated liquid supply faces a vacuum as 3M plans to exit PFAS production.
- From the four optical chipmaker earnings, Yuanjie/Eoptolink/TFC Optical/Dongshan Precision: no major order cuts, 1.6T shipments expected to accelerate into 2027. Optical chip suppliers expected to capture outsized margins from shortages.
- Unitree Robotics Targets 30,000 Humanoid Robot Production Capacity by 2026. Read through on humanoid TAM scaling like $CCXI and others.
- Energy storage lithium batteries orders increase first half orders by 2,900% apparently in China. Not as familiar with EVE Energy and other battery makers.
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Hanami7/26news
The countdown to our next community exclusive milestone event is ticking down. ⏱️ Stay anchored to our official hubs for the incoming drop. https://t.co/ZQjyQOidIo
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twitter7/26meme
The countdown to our next community exclusive milestone event is ticking down. ⏱️ Stay anchored to our official hubs for the incoming drop.
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Translation7/26news
TASS: FOUR CIVILIANS DIED IN GORLOVKA, DPR, AFTER A UKRAINIAN AVIATION DROP, - CITY MAYOR.
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Top Overnight News
Trump imposes forced labor tariffs, drawing protests from trading partners. EU's Kallas questions US rationale for tariffs on bloc, seeks clarification. Brazil says US tariffs related to forced labor are 'arbitrary' and 'unjustified': RTRS
Stocks Get Some Relief as Brent Slips Below $100: BBG
Trump Is Losing Patience Over an Iran War With No Clear End in Sight: WSJ
Trump vows to punish Iran and Houthis for attacks in Red Sea: AP
Iran flew IRGC commanders, missile gear to Yemen's Houthis: RTRS
The Houthis Have Opened a New Front in the U.S.‑Iran War: WSJ
UK says armed forces ready to defend country after Iran warns over US bombers: RTRS
Iran strikes on CIA facilities prompt questions about possible Russian role: RTRS
US to Use Iran’s Frozen Funds to Pay for Ship Damage, Trump Says: BBG
SpaceX Is Turning Away Falcon Customers in Major Bet on Starship: BBG
Inside China’s All-Out Push to Catch Up With American AI Chips: WSJ
Canada to mark Gordie Howe bridge opening without US after trade war deepens: RTRS
Overseas Buyers In Hot Pursuit of US Crude as Wars Escalate: BBG
Samsung, SK Hynix to Ink Large Chip Supply Deals With US Firms: BBG
ECB Officials Avoid Clear Hints on Possible Hike for Now: BBG
VW Sees Another Sales Drop as China Decline Complicates Turnaround: BBG
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Top Overnight News
Trump imposes forced labor tariffs, drawing protests from trading partners. EU's Kallas questions US rationale for tariffs on bloc, seeks clarification. Brazil says US tariffs related to forced labor are 'arbitrary' and 'unjustified': RTRS
Stocks Get Some Relief as Brent Slips Below $100: BBG
Trump Is Losing Patience Over an Iran War With No Clear End in Sight: WSJ
Trump vows to punish Iran and Houthis for attacks in Red Sea: AP
Iran flew IRGC commanders, missile gear to Yemen's Houthis: RTRS
The Houthis Have Opened a New Front in the U.S.‑Iran War: WSJ
UK says armed forces ready to defend country after Iran warns over US bombers: RTRS
Iran strikes on CIA facilities prompt questions about possible Russian role: RTRS
US to Use Iran’s Frozen Funds to Pay for Ship Damage, Trump Says: BBG
SpaceX Is Turning Away Falcon Customers in Major Bet on Starship: BBG
Inside China’s All-Out Push to Catch Up With American AI Chips: WSJ
Canada to mark Gordie Howe bridge opening without US after trade war deepens: RTRS
Overseas Buyers In Hot Pursuit of US Crude as Wars Escalate: BBG
Samsung, SK Hynix to Ink Large Chip Supply Deals With US Firms: BBG
ECB Officials Avoid Clear Hints on Possible Hike for Now: BBG
VW Sees Another Sales Drop as China Decline Complicates Turnaround: BBG
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ASIAN STOCKS FELL AFTER A TECH-LED SELLOFF ON WALL STREET, WITH THE MSCI ASIA PACIFIC INDEX DOWN 0.8% FOLLOWING A 1.2% DROP IN THE S&P 500 AND A 1.9% FALL IN THE NASDAQ 100, AS INVESTORS QUESTIONED RETURNS ON MASSIVE AI SPENDING AFTER ALPHABET SANK 7.1% ON A HIGHER CAPEX FORECAST AND TESLA TUMBLED 15% ON DISAPPOINTING PROFITS.
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quote: Intel reports Q2 earnings today, one of the most-watched reports in tech.
Earnings drop after the bell, but stocks stop trading when the market closes.
In the traditional system you can't act on news until the market reopens.
But $INTC trades 24/7 on @Solana. | Sunrise has listed $INTC on @Solana.
Intel reports Q2 earnings this Thursday—one of the most-watched releases in tech right now.
Issued by @Backpack Securities, $INTC brings a tokenized Intel share onchain, trading across Solana wallets and apps, 24/7.
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Movement Collapses: $141M Raised, Near-Zero Revenue, Now Bankrupt
According to DeFiLlama, since November last year, daily app revenue on the Movement chain has consistently stayed below $800. On-chain daily fees have hovered in the single digits for months, with just $1 recorded in the past 24 hours. Despite this, Movement has raised a total of $141.4 million in funding. Its token currently has a FDV of $107 million, representing a drop of over 99% from its ATH. The project’s developer, Movement Labs, has now filed for bankruptcy.