World Cup Predict.fun Final Launches 30-Point Market, 260,000 USDT Prize Pool Up for Grabs

According to monitoring by crypto platform Yu Jian, the "hacker" who drained 4.426 trillion BONK from the Bonk treasury via a governance proposal has completed liquidation. Thirty minutes ago, his final holding of 400 billion BONK (valued at $1.17 million) was deposited into Coinbase. All 4.426 trillion BONK he siphoned from the Bonk treasury 13 days ago have now been transferred to centralized exchanges (CEXs). His recent selling activity has pushed BONK’s price down by 40%. The tokens were worth $21.2 million when he first obtained them; after selling amid the price drop over the past days, his total realized proceeds are approximately $13.58 million.

According to Citrini analyst Jukan, Samsung is expanding its NAND flash partnership with Nvidia, adding V9 NAND supply to their existing collaborations in DRAM, HBM, and foundry services. The two have also launched mass production of V10 NAND and are accelerating development of 500-layer V11. Fueled by surging demand for AI server KV cache and Nvidia’s CMX storage system—which integrates 576 SSDs and offers 9600TB of capacity—Samsung is rapidly shifting its V-NAND production capacity to prioritize V9, with plans to sharply ramp output. “Nvidia’s Rubin CMX will absorb NAND supply like a sponge. For context, it’s roughly equivalent to adding another Apple-sized demand source to the NAND market,” Jukan noted. Additionally, Samsung is adopting molybdenum material innovations in V10 to boost density, and Samsung Executive Chairman Lee Jae-yong is set to meet Nvidia CEO Jensen Huang to discuss deepening cooperation in HBM, NAND supply, and South Korean data center projects.

Over the weekend, Tom Lee told CNBC in an interview that U.S. margin debt has risen 54% year-over-year, marking the sixth-largest increase in the past 60 years. “A cohort of traders borrowing money to buy stocks has flooded into the market, and history shows the market will react accordingly: the South Korean stock market offers a case in point, where 1.2 million brokerage accounts faced margin calls, potentially accounting for 10% of all adult investor accounts,” Lee noted. He added that in U.S. stock market history, the prior five surges in margin balances were typically followed by a six-month market consolidation.

French Bitcoin treasury firm Capital B announced a 1-for-10 reverse stock split of its share capital. The move will run from August 6 to September 7, and will not directly impact the total value of the company’s shares. Upon completion of the split, the number of outstanding shares will decrease accordingly, with the share price adjusted proportionally.

Crypto analyst Amr Taha has noted a clear divergence in recent dynamics among Bitcoin holders: large whales continue accumulating Bitcoin, while medium-sized wallets are selling off at an accelerating pace. Specifically, wallets holding 1,000 to 10,000 BTC added a net ~66,700 BTC over the past 60 days, near the 68,000 BTC level set on June 16. By contrast, wallets holding 100 to 1,000 BTC recorded a net sell-off of roughly 77,800 BTC, marking one of the most aggressive sell-off periods in current data. Historical data shows that the behavior of wallets holding 100 to 1,000 BTC aligns with key short-term market turning points. On April 25, this group’s net accumulation exceeded 92,000 BTC. About 10 days later, Bitcoin entered a short-term correction, ultimately falling around 29%. Amr Taha argues that continued accumulation by large holders reduces immediately available supply, particularly during periods when smaller groups are actively distributing Bitcoin. While group data alone cannot determine future price trends, the current shift of supply toward large wallets may signal positive mid-term momentum for Bitcoin.

Crypto analyst Murphy pointed out that Bitcoin’s option implied volatility (IV) is currently extremely low, with the 1-week IV at 33% and the 1-month IV at 34%—both below the 40% historical range, signaling potential "sharp price swings" in the market. Murphy’s statistics show two similar cases in the past year: 15 days after IV fell below 40% in early January, BTC dropped from $97,000 to $62,000; 14 days after IV dipped below 40% at the end of April, BTC declined from $82,000 to $60,000; and after June 15, BTC fell from $66,000 to $58,000. Murphy noted that low IV stems from market consensus, accumulated volatility arbitrage capital, and market makers’ short gamma mechanism—factors that together amplify the impact of unforeseen events. He reminded derivatives traders to prepare accordingly.