supply

According to Jinshi reports, as the demand for AI computing power surges, the global storage chip market is facing a severe supply shortage. In Huaqiangbei, Shenzhen, affected by Nvidia's new round of price increase notifications, graphics card manufacturers have completely stopped bulk shipments, and the supply of spot goods has rapidly tightened.Statistics show that the prices of mainstream storage products and graphics cards continue to rise, with the price of a 1TB solid-state drive increasing from 410 yuan last September to 950 yuan, a rise of 132%; the price of 16G DDR5 memory has increased by 311%; the price of the RTX 5060 graphics card has risen by about 30%, and the price of the RTX 5080 has risen by about 50%.

According to Aave founder Stani Kulechov, after completing a comprehensive review, Aave will gradually phase out 50 low adoption rate asset reserves across multiple deployment environments and orderly stop deployments on Sonic, Scroll, zkSync, Metis, Soneium, and Aptos, involving an additional 25 asset reserves.In addition, 21 expired Pendle PT assets will also be eliminated and replaced by new expiring assets. This adjustment involves approximately $98.1 million in supply assets and $15.6 million in debt. Stani stated that this move aims to reduce the economic and technical risks of the protocol based on the new Aave risk framework and technical asset listing framework, and Aave will continue to assess the risks of assets in each deployment environment.

Zcash founder Zooko Wilcox posted on platform X, stating that some users believe there may be a secret increase in the supply of ZEC, and that it may take waiting for the Ironwood migration to complete or even months or years to confirm, but this view is incorrect.Zooko Wilcox stated that users can currently verify the current supply of ZEC themselves through their local computers, with data showing that the total supply of ZEC is 16,848,458 coins.

According to Jinshi News, Samsung Electronics expects that the chip shortage situation will further worsen next year and continue until 2028. The company stated that it is difficult to significantly increase supply in the short term, as it takes more than 3 years and 6 months from the construction of new production facilities to actual wafer production.Samsung Electronics pointed out that the popularity of AI is driving a surge in memory demand, especially as the memory demand for AI servers and general computing servers reaches unprecedented levels.

AI supply chain management startup Freehand announced the completion of a $75 million financing round, co-led by Battery Ventures and NewRoad Capital Partners, with participation from Nexus Venture Partners and the fund PSP Growth under former U.S. Secretary of Commerce Penny Pritzker.Freehand's AI agents can autonomously handle tasks such as contract interpretation, vendor rate negotiations, overbilling identification, payment processing, and ERP system reconciliation. Clients include leading companies such as Meta, Unilever, Johnson & Johnson, Pfizer, Dunkin', and Cardinal Health.

EPIK creator Mando posted that the total supply of EPIK is 1 billion tokens, of which he has personally repurchased 356 million tokens and destroyed 154 million. Additionally, the liquidity pool (LP) has destroyed 81 million tokens.He stated that nearly 60% of the supply has disappeared and mentioned that he did not acquire 50% of the tokens through airdrops, but instead spent 3 years and seven figures to purchase a large number of tokens.

According to data compiled by CertiK Skynet, in the past week, the supply of USDD on the TRON network has significantly increased by approximately $145 million, surpassing a total scale of $1.23 billion, accounting for about 81.6% of the total USDD supply on the network. As of now, the total supply of USDD on the network is $1.55 billion, with a TVL exceeding $2.33 billion.Recently, with the hot progress of TRON DeFi Summer, the liquidity in the TRON ecosystem has shown an explosive trend, among which, the TVL of USDD on JustLend has exceeded $450 million. The official Chinese account of USDD stated, "The growth of USDD on TRON is unstoppable." This round of growth further consolidates its leading position in the TRON ecosystem and its top position in the entire stablecoin sector.

According to data compiled by CertiK Skynet, in the past week, the supply of USDD on the TRON network has significantly increased by approximately $145 million, bringing the total scale to over $1.23 billion, accounting for about 81.6% of the total USDD supply on the network. As of now, the total supply of USDD is $1.55 billion, with a TVL exceeding $2.33 billion.Recently, with the hot development of TRON DeFi Summer, the liquidity in the TRON ecosystem has shown explosive growth, among which the TVL of USDD on JustLend has surpassed $450 million. The official Chinese account of USDD stated, "The growth of USDD on TRON is unstoppable." This round of growth further consolidates its leading position in the TRON ecosystem and its top position in the entire stablecoin sector.

Renowned trader Killa stated that during the last Bitcoin bull market, about 80% of the cycle top indicators were never triggered, and similar situations may occur with future bottom indicators, so one should not mechanically rely on historical signals to determine market bottoms. He pointed out that the supply of long-term holders currently in a loss state has exceeded the levels during the FTX collapse and is approaching the levels seen during the 2018 bear market.Bitcoin's realized price is currently around $50,000, and in past cycles, the price has tested the realized price of long-term holders, so there is still a possibility of returning to that area. However, Killa indicated that it should not be assumed that Bitcoin will necessarily fall back to this level. Many top indicators in the last cycle failed to trigger, and some bottom indicators may also fail in the future. In any case, the current level of market losses is similar to that during the FTX incident and the 2018 bear market.

According to Jinshi, citing a report from the Korean News Agency, SK Group will supply chips worth $750 billion to American technology companies, including Nvidia.

According to Jinshi reports, Anthropic CEO Dario Amodei announced that they have signed a supply agreement with Samsung Electronics and SK Hynix.Bloomberg recently reported that senior officials from the South Korean presidential office revealed that Samsung Electronics and SK Hynix will sign agreements involving substantial funds with top American technology companies during Lee Jae-myung's visit. The related cooperation is expected to include long-term storage chip supply contracts, strategic investment partnerships, and memorandums of understanding, with specific scales to be disclosed after the companies officially announce them.Lee Jae-myung will arrive in San Francisco on Friday local time and attend the artificial intelligence summit, where he will hold talks with leaders of American technology companies, including NVIDIA CEO Jensen Huang, OpenAI CEO Sam Altman, Anthropic CEO Dario Amodei, and Broadcom CEO Hock Tan.

The overall profitability status of the Bitcoin market is improving, but on-chain data shows that it is still insufficient to confirm that a new bull market has begun, and there remains a risk of another decline. CryptoQuant data shows that the Bitcoin Supply in Profit has risen to 57.5%. This indicator represents the proportion of BTC supply in the current market where the price is above the holding cost, which has significantly rebounded from the low of 46.2% on June 30, 2026, and is currently close to 60%.However, the recovery of the profitable supply ratio still requires continuous verification. Historical cycles show that the true end of a bear market usually requires two conditions to be met simultaneously: first, the 30-day simple moving average of the Long-Term Holder Profit and Loss Ratio (LTH-SOPR) must remain above 1 for an extended period without falling below it; second, the Bitcoin Supply in Profit must stabilize above 64%. Analysts indicate that this cycle has previously experienced a "false breakout." From April 28 to June 1 of this year, the average LTH-SOPR was above 1 for 35 consecutive days, while the profitable supply ratio once rose to 67%, but the market subsequently declined again. Currently, the Long-Term Holder 30-day SMA indicator has been below 1 for over 50 consecutive days, which remains an important risk signal for assessing the strength of market recovery. Although the BTC profitable supply ratio is improving, the market needs further confirmation of the behavior of long-term holders and changes in the profit structure to determine whether the current rebound truly marks the beginning of a new upward cycle.

According to Arkham data analysis, the total number of CASHCAT token holders exceeds 61,000, but the top 1,000 addresses hold approximately 89.1% of the supply, corresponding to a value of over 40 million USD. These top addresses also hold other tokens on the Robinhood Chain, mainly including PONS (2.84 million USD), TENDIES (1.87 million USD), STONKBROKER (1.1 million USD), Index (1.07 million USD), WOOD (409,000 USD), SQUEEZE (314,000 USD), VIRTUAL (308,000 USD), JUGGERNAUT (299,000 USD), UP (275,000 USD), DEGEN (247,000 USD), KITSU (229,000 USD), SWOGE (211,000 USD), VEX (207,000 USD), and others.

Domestic DRAM storage IDM leader Changxin Technology will officially list on the Sci-Tech Innovation Board on July 27, with an issuance valuation of approximately 580 billion yuan and a total fundraising amount of 29.5 billion yuan, of which about 22.066 billion yuan is for equipment purchase and installation costs. Industry insiders believe that 2026-2027 is the golden window period for the introduction of domestic equipment.In terms of the supply chain, on the equipment side, North Huachuang has shipped a large volume of various categories such as etching and thin film deposition, Zhongwei Company continues to validate and mass-produce etching and thin film equipment, Huahai Qingshi CMP equipment has entered the core supply chain, and Jingce Electronics and Jingzhida testing equipment are benefiting simultaneously. On the materials side, Yake Technology precursor products cover advanced process needs, Guanggang Gas provides special gases and bulk gases, Jinhong Gas has a gas production order cycle of 15 years, Tongcheng New Materials ArF/KrF photoresists have entered mass production, Jingrui Electric Materials has a market share of over 40% in high-purity hydrogen peroxide, but high-end photoresists are still in the validation stage, and Debang Technology is in the sample testing stage. On the packaging and module side, Huatian Technology is a packaging supplier, Jiangbolong and Demingli have reached procurement agreements, while Maijie Technology is still in the introduction phase. On the distribution side, Shangluo Electronics has been authorized, and there are expectations for supply strategy adjustments after listing. Several listed companies hold shares indirectly through industrial funds, with Shangfeng Cement holding approximately 0.1517% of the equity before issuance.

On-chain analysis platform Bubblemaps revealed that the ecological token BMEX launched by BitMEX in 2021 had 75% of its supply originally allocated for employee incentives, ecological growth, and long-term reserves never claimed. Data shows that 92% of the supply was initially locked in vesting contracts, while the remaining 8% was distributed at launch (5% for airdrops, 3% for products and liquidity). The only claim occurred on November 2, 2022, when the product and liquidity addresses claimed 63.75 million BMEX, with no claim records from other addresses. Bubblemaps pointed out that the tokenomics or allocation plan may have off-chain adjustments later, but based on the announced plan, the relevant allocations may not have actually been executed.BitMEX announced on July 23 that it would officially cease operations on September 23. The price of BMEX has dropped by about 95% since the shutdown announcement, currently quoted at approximately 0.0052 USDT. It is understood that the official handling of the BMEX token is very limited, with no additional compensation or special arrangements. The only action explicitly mentioned in BitMEX's official shutdown announcement is that the platform has immediately unstaked all staked BMEX and returned it directly to the holders' accounts.

According to Reuters, citing informed sources, due to the surge in demand for AI data centers leading to a tight supply of server CPUs, Intel and AMD are negotiating long-term procurement commitments with Chinese server customers. Agreements typically lock in a year's supply, with some discussions extending to two years or longer. Driven by the construction of AI computing power, CPU demand has expanded from AI accelerators to mainstream processors, with some server CPU products in the Chinese market experiencing a cumulative price increase of over 40% this year, with month-on-month increases exceeding 10% at times.Intel CEO Lip-Bu Tan stated in April that Xeon server CPU demand "continues to exceed supply," and the company has signed multiple long-term contracts in the first quarter, including a multi-year agreement with Google. AMD has raised its forecast for the server CPU market to exceed $120 billion by 2030. The report notes that China, as one of the largest server markets in the world, is intensifying competition for Intel and AMD processors due to the rapid construction of data centers and AI computing clusters, even as Chinese buyers face U.S. export restrictions on advanced AI GPUs. Intel is set to announce its quarterly results on Thursday, with the CPU shortage expected to become a market focus.

According to Protos, Grayscale's SEC filing for the Worldcoin ETF reveals that about 90% of the circulating WLD tokens are concentrated in 100 wallets, contrasting with the project's vision of "fairly distributing to as many people around the world as possible."The document also acknowledges that the World Chain's sequencer operates in a centralized manner, with upgrade functions coordinated and controlled by a few participants from the World Foundation, Tools for Humanity, and Optimism, and governance "is still primarily guided by the World Foundation."