NVIDIA announces that Co-packaged Optics (CPO) has entered mass production, with related concept stocks likely to see a rebound.

Hyperinsight data shows CXMT’s current hourly funding rate has fallen to -0.2430%. Static calculation at the current rate gives a simple annualized yield of roughly 2129%. For a $10,000 position, short sellers pay ~$24.3 hourly, while long positions earn an equal amount; if the rate holds for 24 hours, total funding fees would hit ~$583.3. The largest CXMT long address starting with 0x9a8 is the key beneficiary of this round of negative rates. Records indicate the address has completed 183 CXMT funding fee settlements since the morning of July 15, generating cumulative net income of ~$991,400, a 45.9% return on its position principal. The whale currently holds a 5x isolated long position of 1.6332 million CXMT, worth ~$12.742 million, with an average entry price of $6.6156. CXMT trades at $7.80, delivering ~$1.938 million in unrealized profit (89.7%) on the position, and has a liquidation price of just $0.507. Based on the current position and static -0.2430% rate, the whale will earn ~$31,000 in funding fees in the next hour; if the rate stays for 24 consecutive hours, that would be ~$743,000. As of press time, CXMT is at $7.8020, up ~5.13% in 24 hours, with a trading volume of ~$17.277 million and open interest of ~$76.9 million. Its oracle price is ~$8.1941, with the contract still trading at a 4.79% discount, as short position demand continues to drive up funding fee income for longs. The whale has placed 7 non-reduce-only buy orders between $6.01 and $6.41, planning to buy an additional 98,000 CXMT (notional value ~$609,000) and has not yet opted to close its existing long position.

Renowned tech journalist Mark Gurman reported that the iPhone is expected to see a price increase of $100 to $200 (equivalent to roughly 675 yuan to 1,350 yuan). Gurman stated Apple will definitely raise prices this year, citing multiple factors. First, the company is facing shortages of memory chips and main device processors. Additionally, the new camera system featured in the iPhone 18 Pro and Pro Max carries higher costs, not to mention the more expensive design of Apple’s first foldable iPhone. Thus, the only question is how Apple will implement this round of price hikes. Gurman believes recent price increases for iPads and Macs have provided some context: multiple iPad and Mac models have seen their prices raised by $100 to $200. He projects the iPhone will see a similar price increase of $100 to $200. As for the foldable iPhone, consumers should prepare for a starting price of at least $2,000.

Due to the overabundance of on-chain token launch platforms and the BSC ecosystem seizing a share of crypto-stock meme tokens, on-chain activity on Robinhood Chain has plummeted sharply recently. Against this backdrop, STONKBROKER, a project within the Robinhood ecosystem, has rolled out several major updates, including a launchpad dedicated to incubating ecosystem projects, and the launch of Broker Box—an FWA-like feature that packages stock tokens for card-draw mechanics. These updates have garnered attention from KOLs and the community, including Ansem, driving the project’s market cap to successive new highs. According to GMGN data, STONKBROKER’s market cap briefly exceeded $48 million this morning, and is now at $42.8 million, with a 24-hour increase of over 20%. This valuation makes it the second-largest project by market cap on Robinhood Chain, trailing only meme coin CASHCAT’s $43.32 million. Additionally, the floor price of STONKBROKER’s key asset, STONKBROKER NFT, is currently at 6.3 ETH, hitting a new high alongside its token price. BlockBeats reminds users that related projects carry significant uncertainty and high price volatility, advising investors to exercise caution.

According to an official announcement, Binance Futures will launch the GIGADEVUSDT U.S. dollar-margined perpetual contract at 13:30 (UTC+8) on August 3, 2026, with a maximum leverage of 20x. Note: The underlying asset is the H-share corresponding to GigaDevice Semiconductor Group Co., Ltd.

According to an official announcement, Binance Futures will launch the GIGADEVUSDT perpetual contract at 05:30 UTC on August 3. GIGADEV refers to GigaDevice Semiconductor Inc., with its Hong Kong Stock Exchange ticker being 3986.

According to Hyperinsight monitoring, CXMT is currently trading at $7.73, up around 4.15% in the past 24 hours. However, its current hourly funding rate has fallen to -0.2139%, with the actual settlement rate for the previous hour at -0.1212% — the absolute value of the negative rate has expanded by 76.5%. If the current rate remains unchanged, holding a $10,000 CXMT short position will require paying approximately $21.4 in funding fees per hour, totaling about $171.1 over 8 hours and $513.4 over 24 hours. This extreme negative rate is paired with a notable discount: CXMT’s current mark price is $7.73, while the oracle price stands at roughly $8.02, meaning the contract trades at a ~3.70% discount to the oracle. Its 24-hour trading volume is around $15.22 million, and open interest (OI) reaches approximately $76.03 million, with the position size nearly 5 times the daily trading volume. CXMT currently has 1,072 long addresses and 823 short addresses, giving a long-short ratio of ~1.3:1 by account count. Among large holders with positions exceeding $1 million, there are 5 long addresses and 2 short addresses, pushing the count-based long-short ratio to 2.5:1. However, by position value, the large holder long-short ratio is ~0.94:1, meaning short positions still outpace longs by about 6.5%. The weighted average entry price for large long positions is ~$6.92, while that for large short positions is ~$6.53, with both sides currently sitting at varying degrees of unrealized loss. Monitoring shows short positions are mainly concentrated in an address starting with 0xf29. This address holds ~$22.4 million in CXMT short positions with 1x leverage, accounting for nearly 30% of the platform’s total CXMT OI. The average entry price of this short is ~$6.5, with a liquidation price of $15.9, resulting in an unrealized loss of roughly $3.52 million so far; it has also paid around $1.72 million in cumulative funding fees.