US semiconductor ETFs are poised to post their highest annual capital inflow ever, with over $46 billion already added this year.

According to Hyperinsight monitoring, CXMT’s marked price on Hyperliquid stands at $6.7274, down approximately 6.97% from the previous day, hitting a low of $6.62, with a 24-hour trading volume of around $6.837 million. As CXMT pulls back, the largest short whale starting with address 0xf292 still maintains a large-scale rebound and short sell order above. Yesterday afternoon, this address placed 100 non-position-reducing sell orders, priced between $7.50 and $9.00, totaling about 1 million contracts, with a total order value of approximately $8.3228 million and a weighted average order price of around $8.32. The order size has exceeded CXMT’s total 24-hour trading volume. The lowest tier of these orders ($7.50) is about 11.5% higher than the current price, while the weighted average order price is roughly 23.7% higher than the current price. As of press time, this address currently holds 188,400 CXMT in a 1x isolated short position, with a position value of approximately $1.2672 million, average entry price of $6.8567, and liquidation price of around $12.4847; unrealized profit is about $24,400, with a return rate of roughly 1.89%. If all the above sell orders are filled, its short position will expand to approximately 1.1884 million contracts (6.3 times the current size), with the combined average entry price expected to rise to around $8.09, corresponding to a notional size of about $9.615 million. -HyperInsight Bot is now live. Add @HyperInsightBot to your Telegram group and set it as admin (enable message sending permission) to automatically sync on-chain information.

According to Bloomberg, manufacturing the world’s most advanced semiconductors requires massive energy consumption and reliance on rare mineral resources. CuspAI, a UK-based AI startup founded just two years ago, is betting artificial intelligence can optimize this process, and has raised nearly $500 million in funding for the effort. On Monday local time, CuspAI announced the launch of the AI Materials Foundry Alliance, which brings together over 48 tech giants, industrial enterprises and research institutions, including NVIDIA, Meta and Hyundai Motor Group. The alliance aims to integrate members’ computing power resources and research capabilities to jointly develop AI software, helping researchers develop new materials for chip manufacturing and other industries at lower costs and faster speeds, thereby enhancing material R&D efficiency and accelerating innovation in advanced semiconductors and related sectors.

Morgan Stanley analyst Adam Jonas, who has long tracked and researched SpaceX, has set a base target price of $300 per share for the company. This target implies significant upside potential, more than double SpaceX’s current share price. However, this ambitious target price hinges on SpaceX being far more than just a space company—it is essentially a bet on vertical integration. Morgan Stanley projects SpaceX will grow at an astonishing pace in the foreseeable future. The research assumes the company’s revenue will rise from $18.7 billion in 2025 to $319 billion in 2030, and further to $3.3 trillion by 2040. Most of this growth will stem from the artificial intelligence (AI) sector, as Morgan Stanley expects SpaceX to build orbital infrastructure for global connectivity and AI development.

According to data from the blockchain explorer, Aurora's mainnet has resumed block production.

According to CNBC, the largest and most talked-about World Cup in history has come to a close. Spain defeated Argentina 1-0 in extra time to lift the FIFA World Cup trophy, the highest honor in international football. Off the pitch, FIFA is undoubtedly the biggest winner of this tournament. As the global governing body of football, FIFA hosted the most lucrative sports event in history. According to its own projections, the 2026 World Cup will generate over $9 billion in revenue. This World Cup is also the first in history to expand to 48 participating teams, a significant increase from 32 teams four years prior; the number of matches has risen from 64 to 104, and the tournament schedule has been extended from 4 weeks to 6 weeks. More matches mean more content to sell to broadcasters, more tickets to sell to fans, and more commercial partnership opportunities for advertisers, while also attracting a larger global audience. FIFA President Gianni Infantino has been a core figure driving the commercialization of the World Cup. As the tournament’s scale expands further, FIFA is maximizing the World Cup’s commercial value in an unprecedented manner.

According to Hyperinsight monitoring, the largest BTC long position holder, who previously held $107 million worth of BTC long positions, has started taking profits via position reduction and placed a break-even stop-loss order for remaining positions near their entry cost. Over the past hour, the entity sold a total of 903.4 BTC through 10 limit sell orders, generating approximately $58.424 million in trading volume at an average execution price of ~$64,666.1, realizing a profit of $554,400. Minor additional positions added during the period resulted in a net position reduction of 668.2 BTC. As of press time, the whale still holds 994.2 BTC in long positions, valued at ~$64.195 million, with an average entry price of $64,052 and an unrealized profit of $510,000. Its liquidation price has fallen to $61,604.3. The whale has set stop-loss orders for all remaining long positions: a break-even liquidation will trigger if BTC drops below $64,050—meaning it will lock in the $554,400 realized profit and exit if the price falls back to entry cost; if the price continues to rise, it will hold for further gains, making this setup overall defensive. Previous update: [Whale Alert] A whale opened BTC long positions worth $107 million, becoming the largest BTC long holder.