Analyst: On-chain funds may be rotating from Robinhood Chain to Solana

Future Asset Securities analyst Kim Young-gun stated that Samsung Electronics’ expansion of high-bandwidth memory (HBM) shipments for AI applications is expected to offset the slowdown in growth of general-purpose memory chips next year. Samsung’s HBM shipment capacity and average selling price (ASP) are projected to surge by 57% and 49% respectively in 2027, outpacing the forecasted growth rates of 16% and 20% for general-purpose memory chips. Future Asset expects Samsung’s earnings to be weighed down by a stronger Korean won against the U.S. dollar, though its overall profitability will remain solid. The firm cut its operating profit forecast for Samsung by 5.7% to 370.057 trillion won for 2026, and by 4.2% to 535.682 trillion won for 2027.

Insight Beating AI Flash News: Open-source project LoopX has launched version 1.0. Built on top of AI agents including Codex, Claude Code, and Cursor, it centralizes long-term tasks previously scattered across various sessions into a unified workspace. Users can view all LoopX-connected tasks on a single page, with a centralized display of their statuses: in execution, awaiting confirmation, under ongoing monitoring, or scheduled. Accessing individual projects further lets users review to-dos, completion logs, files, and runtime statuses across different agents. The workspace is accessible directly via a web browser, with macOS and Windows desktop versions also available. Both entry points share the same local services and task status data. It does not automatically detect all agents on a user’s device; instead, it only displays agents and tasks that have been registered and connected to LoopX. Multiple agents can collaborate on the same goal, with each able to take on tasks, work in parallel, or hand off work to others. For example, one agent can complete a task and leave follow-up work for another agent to continue. This collaboration relies on shared tasks and statuses, rather than allowing multiple agents to engage in free-form chat within a single chatroom.

According to monitoring by The Data Nerd, HyperLabs, the development team behind Hyperliquid, is transferring its HYPE staking rewards. 433,000 HYPE (worth approximately $38.14 million) was redeemed after 7 days of staking and subsequently distributed to 11 addresses. Currently, the team transfers over 400,000 HYPE monthly, an amount roughly equivalent to its monthly staking rewards. Its holdings of 241 million HYPE generate around 14,400 HYPE (valued at ~$1.26 million) in daily staking income.

Prominent trader Bonk Guy announced in a post that he is seeking early-stage low-market-cap tokens with a market cap under $1 million, hoping these projects are currently so niche that "buying them right now would seem almost crazy" yet hold the potential to grow to a multi-billion-dollar market cap. He called on the crypto community to stop recommending tokens with a $50 million market cap, urging focus on truly early-stage "micro-cap projects" instead. The trader added he will continue soliciting recommendations until he finds a token he decides to load up on heavily.

Silicon Valley angel investor Liron Shapira published a post stating he is roughly 50% confident that Bitcoin (BTC) will fall by more than 50% in price over the next two years. He believes the rapid advancement of artificial intelligence (AI) may erode some of the market’s prior perceptions of Bitcoin’s security and robustness, thereby undermining BTC’s long-term value support. Ethereum co-founder Vitalik Buterin holds an opposing view. He said he is quite optimistic about Bitcoin’s long-term network security, noting the primary challenge lies in completing necessary transitions. Buterin expects Bitcoin can effectively handle at least issues that do not require social consensus to resolve—such as upgrading clients and mining pools to counter network-layer attacks, which fall into this category. He added the probability of a real breakthrough in Bitcoin’s hash algorithm or Proof-of-Work (PoW) mechanism is extremely low. Vitalik further revealed he has already bet on this stance via asset allocation, with roughly 90% of his net worth currently held in crypto assets.

According to Bitget market data, the Southern 2x Long SK Hynix surged 15.67%, and the Southern 2x Long Samsung Electronics rose 10.52%.