FTX's bankrupt wallet address transferred 201,740 SOL tokens, worth approximately $15.2 million.

FundaAI releases a memory market analysis, explicitly refuting TrendForce’s view that recent average memory price growth has flattened and the market will face oversupply in the future. FundaAI argues this is a structural normalization process driven by two major factors: First, price sensitivity in the consumer electronics segment. End devices such as smartphones have extremely limited ability to absorb further memory price hikes, while PC original equipment manufacturers (OEMs), due to their higher baseline average prices and rigid demand from education and commercial sectors, show greater tolerance for price increases. Second, the rising share of long-term supply agreements (LTAs). Cloud service providers are actively signing LTAs, with locked prices typically lower than short-term contract rates. As LTA share grows, overall average price growth naturally slows, but memory manufacturers are protected by advance payments and breach penalty clauses, leading to enhanced revenue stability. FundaAI interprets the current slowdown in average price growth as a healthy development for the memory market, not a precursor to oversupply between 2027 and 2028. It forecasts that, supported by a further rise in LTA share and a continued shift in product mix toward data centers, memory prices will remain at high levels through 2027 rather than collapsing after peaking.

Serenity stated in a post that it was previously unaware that 25-year-old rising Wall Street AI stock prodigy Leopold was also an investor in MLCC bottleneck plays, until the latest holdings disclosure revealed his fund Situational Awareness holds approximately 5.99% of Japanese MLCC maker Taiyo Yuden. As of June 29, Leopold’s average cost per share is roughly 17,446 yen, while the current share price stands at around 9,797 yen, resulting in a significant unrealized loss. Taiyo Yuden is one of the world’s largest MLCC manufacturers; its June shipments hit 40 billion units, a five-year monthly high, and it, along with Murata and Samsung Electro-Mechanics, has benefited from surging demand for high-capacitance, low-voltage, small-size MLCCs from AI servers. Serenity added that it has also increased its position in Taiyo Yuden today to show support. Recently, leading MLCC manufacturers in South Korea and Japan have been rapidly shifting their consumer-grade production capacity to higher-spec products for AI applications, pushing inventories of mid-to-high capacitance consumer MLCCs below 30 days and driving channel prices sharply higher, as AI bottlenecks spread beyond GPUs and memory to the smallest components on circuit boards.

According to an official announcement, Upbit will list PROM trading pairs against KRW and USDT.

South Korea’s Supreme Court has ruled that Samsung Securities must pay 1.86 billion won to the National Pension Service (NPS) to compensate for losses stemming from a 2018 dividend payout error. In April 2018, the firm mistakenly issued 1,000 shares of stock instead of a 1,000 won cash dividend to each employee; subsequent selling by staff pushed the stock price down by as much as 11.7% during the trading day. The NPS had sought 29.9 billion won in compensation, but a lower court ordered Samsung Securities to pay 1.86 billion won. The Supreme Court upheld that ruling on Wednesday.

According to a report by The Washington Post, Donald Trump confirmed he secretly switched planes when departing Turkey last month. The White House had previously led the public to believe Trump returned to the U.S. from Turkey aboard Air Force One, but he was actually assigned to another aircraft. Trump said local time Tuesday that the move was requested by the Secret Service and the military due to security threats. “They wanted me to take another flight, another plane. The safety level is the same, but they asked me to do it, so I did. I followed their arrangement,” he stated. White House staff, traveling press corps, and other government officials returned to the U.S. from the NATO summit in Ankara aboard Air Force One, and were misled into believing the president was traveling with them. This complex arrangement stemmed from Iran’s assassination threat against Trump. When asked why he switched planes, Trump responded: “I guess there is some kind of threat out there. I didn’t ask too many questions. I get a lot of threats.” But Trump declined to reveal the specific details of the threats, nor did he explain why the military deemed it safe for other personnel to travel on the presidential aircraft while he was not allowed to.

According to on-chain analyst Ai Yi (@ai_9684xtpa), the largest Bitcoin short whale on Hyperliquid added to its positions three times this morning, totaling 1,010 BTC. The whale’s holdings have hit a new high, valued at $114 million, with a total of 1,792.56 BTC held. Its average entry price is $63,999, and it currently has an unrealized profit of $335,000.